Weekly Wrap: 2020's Top HSA Providers and the Future of Financial Planning
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.|
What COVID-19 Means for the Future of Financial Planning
It's time to rethink what our financial goals can and should look like.
The Top HSA Providers of 2020
Fidelity continues to stand out as the best HSA for investing and for spending.
Would a Financial Transaction Tax Affect Your 401(k)?
The potential tax would raise revenue without explicitly raising tax rates for lower- and middle-income households.
There's More to Value Investing Than Low Prices
Don't overlook profitability.
How Have U.S. Household Incomes Fared?
Judging by the cold data, as opposed to hot air.
The Best Taxable-Bond Funds
Here are the highest-rated mutual funds and ETFs across a series of Morningstar's taxable fixed-income categories.
Portfolio Planning and Personal Finance With Christine Benz
A Retirement Readiness Checklist
Determining if you're on track to retire can be more manageable if you break it into smaller steps.
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.
Should Spouses Obtain Separate Healthcare Insurance?
With more employers levying spousal surcharges, obtaining coverage on a single plan isn't necessarily the most cost-effective for dual-earning couples.
Mutual Funds and Exchange-Traded Funds
Funds From MFS and Janus Henderson Step Up to Silver in September
Morningstar analysts rated 637 share classes and vehicles and 121 unique strategies during the month.
Fixed-Income Sectors Rise in the Third Quarter
Fed policy shift sets the stage for years to come.
Index Concentration Causes Investor Concern
Why does it happen, and what steps can you take?
The Case for (and Against) Flexible Global Allocations
A flexible approach to international allocation sounds good in theory, but it doesn't always pay off in practice.
Can American Funds Maintain Its Edge?
Even well-rounded active managers can get better.
A Multifactor Strategy That Effectively Manages Risk
A low-volatility mandate should improve risk-adjusted performance.
3 Reasons to Like Bonds
What we see in this low-yield environment.
Where to Find Bargains Today? Look to Small- and Mid-Caps, Value Stocks
Several mega-cap stocks significantly overvalued.
U.S. Sports Betting Worth a Wager for Investors
We don't think the market appreciates Caesars' and MGM's leading presence in domestic athletic gambling.
Tech Bridged Gaps Created by Coronavirus
And what we expect from October.
Office Real Estate Isn't Going Away
Although the pandemic has proved the viability of remote work, we think offices are here to stay.
2 REITs With Eye-Catching Dividends
They have withstood the coronavirus in ways other REITs have not.
The Cloud Obscures Oracle's Future
The cloud transition brings too much uncertainty.
3 Gaming Companies to Bet On
Given their size, reach, and resources, these companies could dominate the sports-betting industry, which is projected to witness explosive growth.
Stock Analyst Updates
McDonald's Leads With New Promotions, Dividend Increase
We expect to increase our fair value estimate for the wide-moat fast-food chain.
Despite Pausing Drug Trials, J&J Reports Strong Quarter
The wide-moat company reported above our expectations, and we expect to slightly increase our fair value estimate.
Apple Launches 5G iPhone as Expected; No Change to FVE
We believe shares are overvalued for this narrow-moat tech company.
Inflows and Market Gains Lift BlackRock's Q3
We're raising our fair value estimate to $620 for the wide-moat asset manager.
Record Client Assets Offset Pressure at Schwab
We don't anticipate on changing our fair value estimate for the wide-moat company, and we assess the shares as undervalued.
Providing for Minor Children After SECURE
The new law makes it more difficult for parents to set up an estate plan that maximizes the funds available for the care and education of their children.
The Long View Podcast
Karsten Jeske: Cracking the Code on Retirement Spending Rates
The founder of the EarlyRetirementNow website and member of the FIRE community speaks about his experiences and thoughts on retiring early.