Don't Fret About Tax-Law Changes--Yet
How changes to the step-up in cost basis could affect your financial plan.
Markets
Market Indexes
Name
|
Value
|
Graph
|
Change
|
Change %
|
|---|---|---|---|---|
| U.S. Market | Closed | 10,580.18 |
127.84
|
−1.19%
|
| U.S. Mid Cap | Closed | 14,306.72 |
108.91
|
−0.76%
|
| U.S. Small Cap | Closed | 13,698.28 |
250.70
|
−1.80%
|
| DJIA | Closed | 34,742.82 |
34.94
|
−0.10%
|
| S&P 500 | Closed | 4,188.43 |
44.17
|
−1.04%
|
| NASDAQ | Closed | 13,401.86 |
350.38
|
−2.55%
|
U.S. Barometer Closed
Gainers, Losers, Actives
Equity Name
|
Price Change
|
Percent Change
|
|---|---|---|
| Ocugen Inc |
0.98
|
10.72%
|
| Palantir Technologies Inc Ordinary Shares - Class A |
1.28
|
−6.48%
|
| NIO Inc ADR |
2.61
|
−7.07%
|
| Apple Inc |
3.36
|
−2.58%
|
| General Electric Co |
0.05
|
0.38%
|
| Nokia Oyj ADR |
0.12
|
−2.35%
|
| Freeport-McMoRan Inc |
1.23
|
−2.80%
|
| Ford Motor Co |
0.11
|
−0.93%
|
| United States Steel Corp |
0.40
|
−1.44%
|
| Advanced Micro Devices Inc |
2.82
|
−3.58%
|
News
- Itaúsa 1Q Net Income Rose to BRL2.2 Billion From Year-Earlier BRL1.0 Billion | Dow Jones
- Tech Stocks Pull Nasdaq Composite Down More Than 2% | Dow Jones
- California Governor Proposes Tripling Spending on Stimulus Checks | Dow Jones
- Tech Stocks Pull Nasdaq Composite Down More Than 2% | Dow Jones
- Tech Stocks Pull Nasdaq Composite Down More Than 2%—Update | Dow Jones
- Utilities Up On Rotation From Tech — Utilities Roundup | Dow Jones
- Communications Services Down On Rotation Out Of Growth Sectors - Communications Services Roundup | Dow Jones
- Tech Dips On Rotation Into Value Sectors — Tech Roundup | Dow Jones
- Financials Up With Treasury Yields, Value Rotation — Financials Roundup | Dow Jones
- Consumer Cos Drop As Inflation Concerns Mount — Consumer Rounudp | Dow Jones
Features
Standout Teams Lift the Ratings of These Parnassus and BlackRock Funds
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SPACs Are Here to Stay
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BioNTech Reports Strong Vaccine Revenue, Flu Prospects
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Enterprise Products' Petrochemical Pivot Holds Promise
We see a growth opportunity that could offer valuation upside.
RETIREMENT PLANNING
Using Annuities to Mitigate Risk
The Retirement Income Journal editor Kerry Pechter tackles common annuity misconceptions.
When Is the 'Right' Time to File for Social Security Benefits?
Author Mike Piper discusses when it makes sense to claim Social Security early and when delaying is advisable.
Long Live the 60/40 Portfolio
The classic balanced portfolio wasn't slowed down by the worst quarter for U.S. core bonds this century.
CLASS OF 2021
7 Pieces of Financial Advice for New Graduates
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Ready to Invest? Here's How to Get Started
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The Best Growth Funds
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The odds favor Goliath.
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LAST-MINUTE TAX TIPS
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4 Strategies for an Organized Tax Season
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Karen Wallace
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In Praise of Target-Date Funds
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The Best Value Funds
Amy C. Arnott
Do Commodities Still Work as Portfolio Diversifiers?
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The Strategic-Beta Landscape Today
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Why Wall Street Issues So Many Buy Recommendations
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How We Think About Manager Changes
SPACs Are Here to Stay
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Which Stocks Benefit From Biden's Infrastructure Plan?
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Morningstar's Guide to Market Volatility
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Morningstar's Guide to Stock Investing
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How to Invest Like Warren Buffett
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Don't Fret About Tax-Law Changes--Yet
How changes to the step-up in cost basis could affect your financial plan.
Are You Caught in a Scarcity Trap?
Fixing an ingrained scarcity mindset requires more than extra money.
How to Help Loved Ones Financially
Lending a hand without breaking your bank.
Morningstar's Guide to Life-Stage Investing
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Morningstar's Money Guide for New Graduates
Designed for recent graduates, our guide walks through budgeting, setting goals, investing a 401(k), and the importance of investing early.
In Long History of Market Crashes, Coronavirus Crash Was the Shortest
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What Happens to Our Investing Habits in Times of Turmoil
This is the opportune time to take notice of our financial habits.
These Sectors Performed Best and Worst in the Pandemic
We look at the industries for those most affected by social-distancing and stay-at-home orders.
My 2020 Investment Lesson: The Peril of Overconfidence
A little learning is a dangerous thing.
Special Report: Investing in Strange Times
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Morningstar's New World-Stock Categories
Some funds in the new world large-stock value category have really benefited from the change.
Standout Teams Lift the Ratings of These Parnassus and BlackRock Funds
Morningstar analysts rated 851 share classes and vehicles and 203 unique strategies in April.
Are Cryptocurrencies Lurking in Your Funds?
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Long Live the 60/40 Portfolio
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Morningstar's Guide to Fund Investing
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8 Key Steps to Provide Better Advice to Latino Clients
Opening your firm to a more diverse client base starts with education.
With Biden Tax Proposals, Charitable Strategies Rise in Importance
Charitable giving might become the best way for wealthy investors to lower their taxes.
The Case for Real DEI in Your Advisory Business
It takes more than just checking the boxes to see the benefits.
For a Tax Season Unlike Any Other, Check These Items Before Your Clients File
The American Rescue Plan includes some significant changes that can affect 2020 tax returns and planning for future years.
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.
ESG ETF Portfolios for Retirement Savers
These low-cost ETF portfolios are designed to deliver potent asset-class exposures to ESG-conscious investors saving for retirement.
Is it the Right Time for Annuities?
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The Best Inflation-Fighting Investments for Retirees
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Special Report: Are You Ready to Retire?
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A Retirement Readiness Checklist
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How to Apply a Racial Equity Lens to Your Investments
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Re-Envisioning ESG in 401(k) Retirement Plans
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