Weekly Wrap: Tips for Today's 401(k) and Opportunities in Uncertain Markets
We recap the week on Morningstar.com and note the most popular stocks, funds, and exchange-traded funds.
|Editor's note: Read the latest on how the coronavirus is rattling the markets and what investors can do to navigate it.|
Special Report: 401(k) Investing Today
These employer-sponsored savings vehicles may not be ideal, but they can still help millions of Americans secure their retirements.
The Thrilling 36
I set the bar really high and only 36 funds made the cut.
A Coronavirus Vaccine, or Three, Could Be Available by Year-End
We expect multiple approved vaccines by early 2021 with wide vaccine distribution in developed markets by mid-2021.
Using Personal Data to Better Estimate Retirement Savings
Estimating the length of your retirement with personalized information will help you save the correct amount.
100 Must-Know Statistics About 401(k) Plans
The costs of participating in company retirement plans have come way down, but investors in small plans pay far more than large-plan investors.
4 High-Quality Bargains in an Uncertain Market
These undervalued wide-moat stocks earn low uncertainty ratings.
Portfolio Planning and Personal Finance With Christine Benz
What to Do If You Don't Have a 401(k)
Evaluating the best options for tax-efficient--and automatic--savings outside of a company retirement plan.
A Checklist for Lobbying for a Better 401(k)
Follow these steps to benchmark how and where your plan falls short.
Mutual Funds and Exchange-Traded Funds
A Brave New Bond World
Most of us have never seen a bond market like this.
Using Foreign Funds to Correct for a Sliding Dollar
Bolster your portfolio with foreign stock and bond funds when the dollar weakens.
An Already Good International Fund Just Got Better
More managers and analysts have come aboard American Funds Europacific Growth, bolstering its already deep team.
Foreign Stocks' Lost Decade
They have suffered 10 years of poor earnings growth.
3 Highly Rated Large-Growth Managers Who Are Wary About the Big 5
History casts doubts on the reign of the five biggest companies.
Choosing the Right Sustainable Fund
What to understand about a fund and the sustainable index it tracks.
A Better High-Dividend-Yield ETF
Striking a careful balance between yield and risk is a big appeal.
5G Isn't Enough to Justify Tower Companies' Valuations
We think the best of times for U.S. tower spending has already occurred.
2 Undervalued Stocks in an Overvalued Market
Our analysts think the market is overlooking these names.
Auto-Part Sellers Should Rebound as Pandemic Eases
Their formidable defenses against downturns and short-term pullbacks in miles driven are intact.
A Stock Top Managers Like a Lot
Three of our Ultimate Stock-Pickers made sizable investments in this wide-moat name last quarter.
3 Stocks Growing With the Cloud
Accelerated adoption of digital cloud-based operations with the pandemic has these companies seeing significant profit potential.
Stock Analyst Updates
Nikola Deal Brings Credibility to GM's Alternative Tech
We are raising our fair value estimate to $50 after the automaker announced it is receiving $2 billion of stock in Nikola, a hydrogen and electric vehicle maker.
AstraZeneca's Pause on Vaccine Raises Uncertainty
Despite the hold on vaccine development, we are not changing our fair value estimate or moat rating for the company.
The Stock Market Is Not the Economy
What’s more, the two are drifting even further apart.
Asset-Based Fees Are Not Intrinsically Better
They exist because of customer demand, not moral superiority.
Providing for the Surviving Spouse After SECURE
Contributor Natalie Choate examines how the SECURE Act affects popular strategies for leaving IRAs and retirement plans to a spouse.
The Long View Podcast
Steve Vernon: 'Older Workers Become Targets' in Tough Economic Environments
The retirement researcher and author discusses the benefits and challenges of working longer, the health of Social Security, and what longevity means for retirees' plans.
When Dollar-Cost Averaging Can Help (or Hurt)
A systematic investing approach doesn't usually improve returns, but it can help in certain situations.
Protecting Yourself From Fraudulent Financial Professionals
Whether they’re falsifying their credentials or sharing misleading information, it’s important to protect yourself from financial professionals by verifying their credibility.