Is the Door Closing on Backdoor Roth IRAs?
The 'mega-backdoor Roth IRA' is on the chopping block, too, but neither is a done deal.
Markets
Market Indexes
- Morningstar Indexes
- U.S.
- Global
- Commodities
Name
|
Value
|
Graph
|
Change
|
Change %
|
|---|---|---|---|---|
| U.S. Market | Closed | 11,006.50 |
196.89
|
−1.76%
|
| U.S. Mid Cap | Closed | 14,531.32 |
243.42
|
−1.65%
|
| U.S. Small Cap | Closed | 13,263.88 |
274.79
|
−2.03%
|
| U.S. Sustainability | Closed | 2,968.28 |
45.85
|
−1.52%
|
| Women's Empowerment | Closed | 1,622.33 |
28.63
|
−1.73%
|
| Societal Development | 1,360.86 |
0.61
|
−0.04%
|
U.S. Barometer Closed
Gainers, Losers, Actives
Equity Name
|
Price Change
|
Percent Change
|
|---|---|---|
| Ford Motor Co |
0.73
|
−5.39%
|
| Apple Inc |
3.12
|
−2.14%
|
| SmileDirectClub Inc Ordinary Shares - Class A |
0.21
|
−3.13%
|
| Palantir Technologies Inc Ordinary Shares - Class A |
2.16
|
−7.52%
|
| AMC Entertainment Holdings Inc Class A |
3.91
|
−8.85%
|
| Lucid Group Inc Shs |
1.11
|
4.83%
|
| Bank of America Corp |
1.39
|
−3.43%
|
| Vale SA ADR |
0.65
|
−3.99%
|
| NIO Inc ADR |
2.34
|
−6.24%
|
| AT&T Inc |
0.32
|
−1.16%
|
News
- ADRs Close Lower, AstraZeneca Rises | Dow Jones
- Verrica Pharma Shares Slide 25% After Company Receives Letter From FDA | Dow Jones
- S&P/TSX Composite Index Ends 1.64% Lower at 20154.54 — Data Talk | Dow Jones
- IPC Indice de Precios Y Cotizaciones Ends 1.46% Lower at 50557.65 — Data Talk | Dow Jones
- BOVESPA Index Ends 2.33% Lower at 108843.74 — Data Talk | Dow Jones
- S&P MERVAL Index Ends 6.21% Lower at 73635.15 — Data Talk | Dow Jones
- Industrials Fall But Losses Are Offset by Gains in Transportation Shares — Industrials Roundup | Dow Jones
- Correction to Dow Earnings Headline on July 22 | Dow Jones
- Manulife Financial on Track for Largest Percent Decrease Since June 2020 — Data Talk | Dow Jones
- JPMorgan on Track for Largest Percent Decrease Since June 2020 — Data Talk | Dow Jones
Features
The 5 Biggest Downgrades of 2021
We lowered our ratings on some funds from the biggest shops, including Vanguard, T. Rowe Price, Fidelity, and American Funds.
Can Money Buy a Longer Life?
A noted researcher discusses the factors that contribute to--and detract from--longevity.
2 Stocks That Top Managers Are Buying
Our Ultimate Stock-Pickers made sizable investments in these names last quarter.
Starbucks Investors, Don't Panic
One company's bad news from China doesn’t mean trouble for the coffee giant.
Utilities’ Clean Energy Transition: Our Forecast
Wind and solar generation will drive the U.S. economy’s decarbonization plan.
7 Stocks to Buy on a Dip
These wide-moat, low-uncertainty names may be fairly valued today, but they should be on quality seekers’ watchlists.
7 Wide-Moat Stocks in Healthcare to Buy
We think the market is over-reacting to new drug pricing proposals, creating a buying opportunity.
ADVISOR INSIGHTS
8 Key Steps to Provide Better Advice to Latino Clients
Opening your firm to a more diverse client base starts with education.
How Advisors Can Educate Themselves on the African-American Experience
A better understanding of your clients can help shift the trajectory of wealth-building for African Americans.
How Advisors Can Educate Themselves on the Immigrant Experience
Here are ways financial advisors can better understand clients' culture to bring about better advice.
One of the Most Underappreciated Dangers of Investing
Sequence-of-returns risk matters for both retirees and savers. Here's why.
What High(ish) Equity Valuations Mean for Your Retirement Plan
All the consternation is around low bond yields, but high equity prices are also worth troubleshooting.
Maintaining Our Vaccine Forecast
We're not making any changes to our fair value estimates for Moderna, BioNTech, or Pfizer, and we continue to see no-moat Moderna and BioNTech as significantly overvalued at recent prices.
John Rekenthaler
When the Numbers Lie
Susan Dziubinski
7 Undervalued Innovative Stocks
Amy C. Arnott
The Best Funds for Built-In Diversification
Ben Johnson
The Old and New Guard of Durable Dividend Funds
Russel Kinnel
3 Great Funds Having a Lousy Year
Karen Wallace
5 Questions About Student Loan Forgiveness
2 Stocks That Top Managers Are Buying
Our Ultimate Stock-Pickers made sizable investments in these names last quarter.
Utilities’ Clean Energy Transition: Our Forecast
Wind and solar generation will drive the U.S. economy’s decarbonization plan.
Morningstar's Guide to Market Volatility
For investors of all stripes, we offer our best ideas on how to take control of your portfolio in turbulent times.
Morningstar's Guide to Stock Investing
Here's how our approach to investing can inform your stock-picking process.
How to Invest Like Warren Buffett
Here's the recipe that one of the greatest investors uses to pick stocks.
The Best Funds for Built-In Diversification
Balanced funds can play a useful role, but target-date funds look more compelling overall.
Crafting a Plan for Long-Term Care
Tackling this topic is tricky for your September to-do list but necessary.
Sequence of Returns: What It Means and How to Deal
The order of when things happen can be your friend or your foe.
Morningstar's Guide to Life-Stage Investing
Maps to follow no matter where you are in your investing life.
Morningstar's Money Guide for New Graduates
Designed for recent graduates, our guide walks through creating financial habits, planning for the future, and starting a new job.
How Close Is the U.S. Economy to Normal?
It's close, but some industries are still recovering.
COVID-19 Vaccine Booster Plans Match Our Expectations
We don’t expect any changes to our fair value estimates or moat ratings for the mRNA manufacturers.
How Has Portfolio Management Changed During the Global Pandemic?
David Herro, portfolio manager of Oakmark International, discusses the effects of loose fiscal and monetary policy, federal intervention, and inflation.
Why Portfolio Diversification Still Works
Despite the recent rise in correlations across asset classes, it still makes sense to spread out your bets.
After 2020's Market Crash, How Should Investors Prepare?
What the shortest market crash in history can teach us about weathering volatility.
The 5 Biggest Downgrades of 2021
We lowered our ratings on some funds from the biggest shops, including Vanguard, T. Rowe Price, Fidelity, and American Funds.
Investors Turn to Foreign Stocks in August
International-equity fund flows remain strong.
3 Funds That Hit for Power
What looking at a fund's "slugging percentage" can tell you.
Morningstar's Guide to Fund Investing
Here's how our analysis and ratings can inform how you choose funds.
Morningstar's Guide to Target-Date Investing
Learn how these investments work, what to look for when choosing one, and which ones earn our highest ratings.
The Next Generation and Social Media’s Role in Financial Advice
A recent incident on TikTok shows just how easily, and willingly, the next generation will call out bad behavior.
What Are the Barriers to Sustainable Investing?
Integrating sustainable investing into an advisory practice requires understanding the hurdles.
The Executor’s Guide to Retirement Plan Distributions: Income Taxes
Continuing a look at issues executors face when retirement benefits are payable to the decedent’s estate.
Adding Project-Based Planning to Your Advisory Business
This useful addition to a practice can broaden the reach of advice.
The Tool Kit for Sponsoring Black Female Advisors
Having a mentor is good, but a sponsor can champion a career.
Is the Door Closing on Backdoor Roth IRAs?
The 'mega-backdoor Roth IRA' is on the chopping block, too, but neither is a done deal.
What High(ish) Equity Valuations Mean for Your Retirement Plan
All the consternation is around low bond yields, but high equity prices are also worth troubleshooting.
There's No Magic Number for Self-Funding Long-Term Care
A single asset threshold seems appealing, but it may provide a false sense of security.
Special Report: Are You Ready to Retire?
Let us walk you through practical steps to ensure you're on the right track for retirement.
A Retirement Readiness Checklist
Determining if you're on track to retire can be more manageable if you break it into smaller steps.
4 Steps to Add Sustainable Investing Strategies to Your Portfolio
Your guide to uncovering what your sustainability goals look like and how to put them into practice.
What Investors Should Know About the $26 Billion Opioid Settlement
We review potential impact on valuation for the four companies involved.
8 Top Funds for Sustainable Investing
These medalists earn high ESG Commitment Level ratings.
Solar Stocks Are Too Hot
They may have a sunny outlook, but they trade above what we think they're worth.
Are Water Funds Too Watered Down?
Climate change has underscored the need for clean drinking water. Does that make investing in water funds a compelling option?