Weekly Wrap: Your Year-End To-Dos
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.|
The Trouble With Social Security COLAs and Medicare Premiums
Meager cost-of-living adjustments coupled with Part B increases continue to erode the standard of living for many retirees.
Top Funds for Year-End Rebalancing
Given the market's performance, investors may need to reconsider their asset allocations. These excellent mutual funds and ETFs can help fill in the gaps.
Our Ultimate Stock-Pickers' Top 10 Buys and Sells
Funds sell technology, buy basic materials and financial services.
Which Fund Companies Supported Climate Via Proxy Votes?
Support may be rising but not for all firms.
When Bad Taxes Happen to Good Funds
Learning from past misfortunes can help investors avoid future tax woes.
A Year-End Bucket To-Do List
These seven steps tackle a lot of jobs: refilling cash, rebalancing, tax planning, and charitable giving.
Portfolio Planning and Personal Finance With Christine Benz
3 Charitable-Giving Strategies That Can Also Improve Your Portfolio
Late in the bull market, appreciated assets can be ripe for the picking by the charitably inclined.
Year-End Tax Planning To-Do's
What does 2020 have in store for year-end?
Charitable-Giving Strategies for 2020
How to approach donations in this peculiar year.
Mutual Funds and Exchange-Traded Funds
The Market Rotation Reveals Light at the End of the Tunnel
November's U.S. election results and favorable vaccine news help reverse the fortunes of downtrodden small-cap and value stocks.
More Risk Doesn't Always Mean More Reward
The riskiest stocks have tended to offer disappointing returns, on average.
The Promise and Peril of Multi-Asset Income
Don’t let the solution for more income be worse than the problem.
When Should You Start Saving for College?
Choosing a good 529 college savings plan is important, but when you start saving is key.
ETF Flows Smash Record
Investors poured an estimated $81.8 billion into equity ETFs in November.
How to Assess a Fund’s Liquidity
It can be hard to spot, but here are the signs to look for.
Have ETFs Remained Tax Efficient This Year?
In general, we are seeing more of the same.
This Fund Manager is Among the Greats
T. Rowe Price Capital Appreciation's David Giroux has done a masterful job.
Near-Term Headwinds but Longer-Term Tailwinds for Schwab
We look for the bottom in net interest income and trading.
Stock Analyst Updates
Why We Are Raising UnitedHealth's Fair Value Estimate
The firm's near-term outlook looks slightly higher than our expectations.
Slack Taken Out by Salesforce; FVE Up to $46 Deal Price
Wide-moat Salesforce reported strong results, including meaningful upside to both revenue and non-GAAP EPS, while guidance for the fourth quarter was mixed.
Uber Finishes Postmates Acquisition; Raising FVE to $59
We view the acquisition as a necessary strategic move that could strengthen Uber’s overall network effect moat source.
Waddell & Reed Becomes Latest Asset Manager Acquired
We were not too surprised when the no-moat firm was acquired.
What the Next Generation of Clients Is Looking for From Advisors
This new column covers how advisors can appeal to and help millennials and others.
Year-End 2020 Tax-Planning Strategies
There likely will be tax changes next year under the new administration, but for now, we need to focus on what's already in front of us.
An Advisor's Edge: An Open Mind
Allan Boomer takes advantage of the industry’s inherent biases to uncover overlooked talent.
The Long View Podcast
Michael Jantzi: Making 'Informed Choices' in Sustainable Investing
The CEO of Sustainalytics discusses the evolution of the ESG movement, the regulations and rule-making behind it, and the future of sustainable investing.
Can Car Companies Be ESG Investments?
Carmakers may not be an obvious investment choice for ESG-conscious investors, but Morningstar analyst Tancrede Fulop says some of the largest companies score highly in some measures, such as safety and human capital.
Investing and the Behavior Gap
Financial advisers are having to adapt to a new digital world. Carl Richards, creator of the Behavior Gap, looks at the challenges IFAs face and how to overcome them.
How Advisors Can Appeal to Millennials
Financial advisers must adapt their business if they want to appeal to the younger generations, says Kind Wealth's David O'Leary.
'Tis the Season for Increased Consumer Spending
With markets at all-time highs and less travel, many consumers will splurge on consumer goods during this retail holiday season.
What Happens When IPOs Are Canceled
Ant Group and WeWork are recent high-profile examples of floats that didn't make it over the line. Should investors be worried if a company changes its mind?