How to Create a Retirement Policy Statement
Use our template to document your retirement assets, strategy, and spending system.
Markets
Market Indexes
- Morningstar Indexes
- U.S.
- Global
- Commodities
Name
|
Value
|
Graph
|
Change
|
Change %
|
|---|---|---|---|---|
| U.S. Market | Closed | 11,305.51 |
71.07
|
0.63%
|
| U.S. Mid Cap | Closed | 15,081.09 |
19.78
|
0.13%
|
| U.S. Small Cap | Closed | 13,779.57 |
26.83
|
−0.19%
|
| U.S. Sustainability | Closed | 3,023.98 |
16.20
|
0.54%
|
| Women's Empowerment | Closed | 1,660.46 |
12.77
|
0.78%
|
| Societal Development | Closed | 1,414.54 |
14.11
|
1.01%
|
U.S. Barometer Closed
Gainers, Losers, Actives
Equity Name
|
Price Change
|
Percent Change
|
|---|---|---|
| Ford Motor Company |
0.25
|
1.62%
|
| Apple |
1.08
|
0.75%
|
| Bank of America Corp |
1.30
|
2.88%
|
| Wells Fargo & Co |
3.07
|
6.78%
|
| Virgin Galactic Holdings |
4.05
|
−16.83%
|
| PG&E Corp |
0.43
|
3.99%
|
| Kosmos Energy Ltd |
0.26
|
7.32%
|
| NIO |
1.43
|
3.94%
|
| AT&T |
0.08
|
0.31%
|
| AMC Entertainment Holdings |
0.67
|
1.67%
|
News
- ADRs Close Higher, Pearson Falls | Dow Jones
- S&P/TSX Composite Index Ends the Week 2.51% Higher at 20928.10 — Data Talk | Dow Jones
- IPC Indice de Precios Y Cotizaciones Ends the Week 3.25% Higher at 52798.38 — Data Talk | Dow Jones
- S&P MERVAL Index Ends the Week 5.72% Higher at 81990.22 — Data Talk | Dow Jones
- BOVESPA Index Ends the Week 1.61% Higher at 114647.99 — Data Talk | Dow Jones
- CureVac Shares Down 12% | Dow Jones
- Housing Starts and Existing Home Sales on the Docket — Data Week Ahead | Dow Jones
- StoneCo Up Nearly 12%, On Pace for Largest Percent Increase Since May 2020 — Data Talk | Dow Jones
- EURO STOXX 50 Index Ends the Week 2.69% Higher at 4182.91 — Data Talk | Dow Jones
- FTSE 100 Index Ends the Week 1.95% Higher at 7234.03 — Data Talk | Dow Jones
Features
Your Guide to Long-Term Care
In this special report, find out how to weigh your prospective coverage needs and your options for paying for them.
The Bucket Investor's Guide to Setting Asset Allocation for Retirement
Use anticipated spending needs and probabilities of a positive return over your time horizon to back into the right mix of cash, bonds, and stocks.
Tesla's Growing Investor Revolt
Despite the stock's meteoric rise, shareholders are pushing back against Tesla's management and board.
3 Trends to Watch in Digital Advertising
Podcasts, connected TVs, and e-commerce platforms will help grow digital ad spending.
What Proposed Tax Changes May Mean for You
Here's a rundown of the provisions to keep on your radar.
Labor Department Proposal to Clear Way for Retirement Plans to Consider ESG
We believe this new rule is a step in the right direction for retirement savers.
A Checklist for Open Enrollment Season
If you're signing up for employer-provided benefits, don't just re-up for last year's choices; read this first.
IN THE NEWS
Maintaining Our Moderna FVE Following FDA Booster Vote
We continue to expect a third dose of Moderna's COVID-19 vaccine could eventually be recommended more broadly.
Separation of Macy’s E-Commerce From Stores Unlikely
We do not expect the proposal to happen for both practical and strategic reasons and are not changing our fair value estimate.
Most Active Funds Have Failed to Capitalize on Recent Market Volatility
Stock-pickers have had a particularly difficult time keeping up.
Did the Pandemic Change How Fund Managers Think About Risk?
They have varied in their response to COVID-19.
The Thrilling 37
These are the funds that passed our rigorous screens.
Why Some People Invest and Others Don't
What makes some people more inclined to invest than their peers?
10 Undervalued Stocks With Solid Dividends
We think the payouts on these names are sustainable.
Can Homeownership Really Close the Racial Wealth Gap?
Here are three perspectives on whether homeownership is an effective way to shrink the racial wealth gap.
Christine Benz
Retiring Early? What to Keep in Mind
Susan Dziubinski
33 Undervalued Stocks for the Fourth Quarter
Amy C. Arnott
4 Ways to Keep More of Your Funds' Returns
John Rekenthaler
The Good News for Upcoming Retirees
Russel Kinnel
4 Funds That Investors Are Buying
Ben Johnson
Strategic Beta Is Active Management
Karen Wallace
5 Misconceptions About College Aid
3 Trends to Watch in Digital Advertising
Podcasts, connected TVs, and e-commerce platforms will help grow digital ad spending.
10 Undervalued Stocks With Solid Dividends
We think the payouts on these names are sustainable.
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.
Your Financial To-Do List for October
Year-end is right around the corner; here’s what to focus on this month.
A Checklist for Open Enrollment Season
If you're signing up for employer-provided benefits, don't just re-up for last year's choices; read this first.
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.
Supply Chains Snap Under Pressure
Despite the massive disruption, we still see opportunities across some affected sectors.
Healthcare Policy Changes Could Result in Opportunities
Expanded insurance rolls would be good news for the managed-care organizations and service providers we cover.
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.
After 2020's Market Crash, How Should Investors Prepare?
What the shortest market crash in history can teach us about weathering volatility.
Did the Pandemic Change How Fund Managers Think About Risk?
They have varied in their response to COVID-19.
Elevated Risk, Limited Experience Lower the Ratings for This Pair of Bond Funds
Here are some highlights from September.
The Best HSA Plans of 2021
Fidelity stands above the rest during our annual HSA checkup.
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.
Now's the Time to Consider a Roth Conversion of Aftertax Money
Take advantage of this loophole before proposed legislation takes it away at the end of the year.
Moving to Culture 2.0
Do you have an employee retention problem? It's probably your culture.
The Model Portfolio Landscape in 7 Charts
What's driving their rapid growth and how we're helping make sense of it.
The ABCs of Estate Planning for IRAs Under the Secure Act
A quick start guide simplifies planning choices for clients’ retirement benefits.
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.
Retiring Early? What to Keep in Mind
Opting into the "Great Resignation" calls for mindful choices.
Retirement Planning Is Complicated. Your Retirement Portfolio Shouldn't Be.
Four ideas for streamlining your holdings and reducing your oversight obligations.
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.
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.
Can Homeownership Really Close the Racial Wealth Gap?
Here are three perspectives on whether homeownership is an effective way to shrink the racial wealth gap.
Tesla's Growing Investor Revolt
Despite the stock's meteoric rise, shareholders are pushing back against Tesla's management and board.
Labor Department Proposal to Clear Way for Retirement Plans to Consider ESG
We believe this new rule is a step in the right direction for retirement savers.
ESG Keeps Pace in Q3
Morningstar's sustainability indexes generally keep up with the broad market for the quarter, owing mainly to technology.
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.