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The Best Ways to Maximize Your Retirement Income in 2025
Here are some of the key takeaways from Morningstar’s annual retirement-income research.
morningstar.com
Markets
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Morningstar's Year in Review
5 Financial To-Dos Before the End of 2024
The 60/40 Portfolio in 2025: What to Expect
What’s Changing for Retirement in 2025?
5 Ways to Be a Savvy Investor in 2025
3 of the Best Companies to Own in 2025 and Beyond
A Year-End Portfolio Review for 2024
How to Rebalance Your Portfolio Before 2025
Morningstar’s 2025 Investment Outlook for Financial Advisors
5 Essential Investment Lessons From 2024
What to Expect From Bitcoin in 2025
The 10 Biggest Fund Downgrades of 2024
The 10 Biggest Fund Upgrades of 2024
The Best Funds for Rebalancing in 2025
6 Sustainable-Investing Trends to Watch in 2025
US Stock Market Outlook: Tariffs Are 2025’s Wild Card
Funds
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Stocks
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Market Insights
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Market News
- Mastercard Says Customer Card Spending Rose This Holiday Season — Update
- This tech investor says the AI nuke trade is a loser. Here's why.
- Oil prices climb on Chinese stimulus hopes
- Most bullish Apple analyst gets a little more bullish on AI-enhanced iPhones
- Student-loan borrowers will need to brace for change in 2025. Here are 5 of the biggest shifts.
Company Reports
- LYFTLyft Inc Class A
Lyft Is the Ride-Hailing Network That Could Be Left Behind
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- Rating
- Price
- $13.84
- Fair Value
- $33.00
- Uncertainty
- Very High
- Economic Moat
- Cvpb
- Capital Allocation
- Wktkkrc
- UBERUber Technologies Inc
Uber Is the Premier Demand Aggregator That Shouldn’t Be Left Behind
- Rating
- Price
- $61.57
- Fair Value
- $56.00
- Uncertainty
- Very High
- Economic Moat
- Mbkdp
- Capital Allocation
- Sxjylfdg
- GAPGap Inc
Gap Searches for Lasting Relevance, but Old Navy’s Popularity and Rising Sales and Profits Give Hope
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- Rating
- Price
- $24.03
- Fair Value
- $11.00
- Uncertainty
- Very High
- Economic Moat
- Swmp
- Capital Allocation
- Fcypqzztd
- DLGDirect Line Insurance Group PLC
Direct Line's Competitive Position Steadying After Change in Regulations and Operational Headwinds
- Rating
- Price
- GBX 253.80
- Fair Value
- GBX 694.00
- Uncertainty
- High
- Economic Moat
- Clkt
- Capital Allocation
- Ndvtn
- 03931CALB Group Co Ltd Class H
China’s Third-Largest Battery Maker CALB Playing Catch-Up
- Rating
- Price
- HK$13.54
- Fair Value
- HK$11.20
- Uncertainty
- High
- Economic Moat
- Tmhq
- Capital Allocation
- Psfjbmdyd
- 01114Brilliance China Automotive Holdings Ltd
Major Governance Failures and Uncertainty in Restructuring Post Great Risks to Outlook
- Rating
- Price
- HK$3.75
- Fair Value
- HK$2.20
- Uncertainty
- Very High
- Economic Moat
- Dvy
- Capital Allocation
- Tkcx
- KLSKelsian Group Ltd
Restoring Investor Confidence in Kelsian Begins With Greater Capital Focus
- Rating
- Price
- A$3.74
- Fair Value
- A$2.60
- Uncertainty
- High
- Economic Moat
- Bhqvs
- Capital Allocation
- Skfzyycg
- SOSouthern Co
Electricity Demand Growth Powering Southern's Investment Plan
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- Rating
- Price
- $83.16
- Fair Value
- $78.00
- Uncertainty
- Low
- Economic Moat
- Bljwxpg
- Capital Allocation
- Cwnfxyly
- COSTCostco Wholesale Corp
Costco's Impressive Scale and Burgeoning Top Line Should Prompt Widening Cost Advantage
- Rating
- Price
- $958.82
- Fair Value
- $537.00
- Uncertainty
- Medium
- Economic Moat
- Wsr
- Capital Allocation
- Dpkzpphwd
- HOLXHologic Inc
Narrow-Moat Hologic Shifts Smoothly to New Diagnostic Tests
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- Rating
- Price
- $72.68
- Fair Value
- $17.00
- Uncertainty
- Medium
- Economic Moat
- Dhhtmk
- Capital Allocation
- Rfrcdjfm
- JWNNordstrom Inc
Nordstrom Is Set to Be Sold to Namesake Family and Mexico's El Puerto de Liverpool
- Rating
- Price
- $24.21
- Fair Value
- $73.40
- Uncertainty
- Very High
- Economic Moat
- Xdpn
- Capital Allocation
- Skpchch
- DRIDarden Restaurants Inc
Darden's Value-Focused Approach Should Continue to Drive Traffic Gains
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- Rating
- Price
- $186.65
- Fair Value
- $126.00
- Uncertainty
- Low
- Economic Moat
- Yfybhgr
- Capital Allocation
- Kndvllzy
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