Weekly Wrap: The Pandemic's Influence on Spending Habits and Long-Term Care
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.|
How Will Spending Habits Change in 2021?
What's poised for a comeback when consumer behavior normalizes?
What May Be in Store for Taxes Under Biden
Vague tax proposals and a Senate runoff make tax planning difficult.
Some Bond Funds Grow Their Capital Bases, Some Do Not
How the industry's 1999 bond-fund leaders have since performed.
With Yields So Low, Where Do You Go?
Intermediate core-bond investors should be cautious in this environment.
100 Must-Know Statistics About Long-Term Care: Pandemic Edition
Who receives care, who provides it, the economic cost, and the devastating effects of COVID-19.
The Best Equity ETFs
These stock-focused exchange-traded funds all earn Gold ratings.
Portfolio Planning and Personal Finance With Christine Benz
Why You Should Consider Direct Giving
This type of charitable contribution carries a high impact.
5 Questions to Ask a Financial Advisor
Inquire about areas of expertise, compensation arrangements, and credentials before signing on for financial help.
Year-End Taxes for Retirees
What's different in 2020?
Mutual Funds and Exchange-Traded Funds
Legendary Bond-Fund Manager Dan Fuss To Step Away
The award-winning Loomis Sayles manager will step away from portfolio management duties.
Craving Certainty for Stocks? Consider a Buffer Fund
Despite their complexity, buffer funds have generally performed according to plan.
Set Realistic Expectations for Multifactor Funds
There is a strong case for multifactor funds, but even the best can underperform for a decade.
The Best Bond ETFs
These fixed-income-focused exchange-traded funds all earn Gold ratings.
Staying Home: How the Coronavirus Changed Consumer Behaviors and Company Valuations
What consumer trends during the pandemic have meant, and will mean, for companies in technology, hospitality, and e-commerce.
Can Dollar Stores Defy Retail's Woes?
Small tickets and low-income customers are safeguards.
The One Stock Top Managers Are Gushing Over
Five of our Ultimate Stock-Pickers made sizable investments in this name last quarter.
COVID-19 Will Stress Berkshire
But the crisis will also accelerate the company's evolution from a reinvestment machine to one returning more capital to shareholders.
The Best Stocks to Play Digital Advertising
How will the pandemic continue to affect this space?
Stock Analyst Updates
Uber Plans to Sell ATG; Profitability Path Clearer
We're raising the technology firm's fair value estimate to $61 per share.
Facebook's Legal Battles Could Provide Upside
Despite the Federal Trade Commission and 47 states filing separate antitrust suits, we are maintaining our FVE.
Starbucks Is Primed for Postpandemic Success
The company's recent resilience has demonstrated its agility and understanding of its customers.
Who Saved the U.S. Stock Market Last Spring?
The help came from an unexpected source.
Providing for Disabled Beneficiaries After the SECURE Act
An applicable multi-beneficiary trust can solve some--but not all--of the challenges that the new act presents.
The Long View Podcast
Simon Hallett: What Football Can Teach Investors About Franchise Value and People Management
The Harding Loevner co-CIO discusses owning a soccer team, behavioral finance, and the people and processes that make up the firm.
Incorporating ESG Into Our Equity Research Process
Morningstar's new approach unpacks the environmental, social and governance risks that companies face.
The Short Answer
What Are Restricted Stock Units?
We explain what RSUs are, how they are taxed, and how to make the most of them.
Harnessing the Power of Defaults to Save for Emergencies
Lessons learned (so far) from the coronavirus and retirement savers.
What if Democrats Sweep the Georgia Senate Runoffs?
A narrow majority may pass new stimulus and raise the corporate business tax.
DoorDash IPO Stuns
The U.S. food delivery service made quite a market debut.