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Investing Specialists

Weekly Wrap: What You Need to Know About the ARK Family of Funds, SPACs, and Cryptocurrency

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.

Editor's Picks
Will the Real Retirement Income Number Please Stand Up?
Is the 4% rule too high, too low, or just right?

3 Warren Buffett Stocks to Buy
These undervalued stocks are among the top holdings in Berkshire Hathaway today.

Crypto What?
The how, what, and why of cryptocurrency.

To Invest or Not to Invest in SPACs
Are these structures an attractive opportunity or too risky for individual investors?

No Room on the ARK?
If you can get aboard, should you?

Special Report: Women and Investing
We take a look at the challenges women face as investors and the steps they can take to improve their retirement outcomes.

Portfolio Planning and Personal Finance With Christine Benz
Bucket Investors Aren't Sweating Lower Yields
In our latest stress test, the strategy has delivered cash flows and held the portfolio's value steady.

A Financial To-Do List for March
It's time to review your IRA and HSA contributions.

100 Must-Know Statistics About Women and Retirement
We look at some of that data that paint a troubling picture about the state of women's retirement preparedness.

5 Steps Women Can Take to Improve Their Retirement Readiness
The data are sobering about women's retirement preparedness, but being pre-emptive can help stave off a shortfall.

Mutual Funds and Exchange-Traded Funds
What T. Rowe Price's Split Means for Fund Investors
The transition has its pros and cons, but it will ultimately be a good thing.

Should You Go Active With High-Yield Bonds?
Indexing may not be the best route when it comes to risky credit.

ETF Flows' Record Run Cut Short in February
Investors dialed up their allocations to U.S. stock ETFs, and ARK continued to ascend the ETF ranks.

A Compelling Core Bond Fund
Baird Aggregate Bond's risk-aware approach has kept it from major missteps over its long life.

Stocks
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.

3 Recovery Stock Picks
Morningstar's Alex Morozov looks at some of the equity research team's top stock picks, with three companies set to recover post-coronavirus.

Video Games Power Up During Pandemic
Lockdowns and next-generation consoles are supercharging growth.

4 Stock Picks From Top Managers
Our Ultimate Stock-Pickers made sizable investments in these names last quarter.

21 Standout Companies Run by Women
These firms have carved out economic moats and are led by female CEOs.

How Record Fiscal Stimulus Has Boosted the U.S. Economy
Despite stubbornly high unemployment, we have reason to believe fiscal stimulus has helped household finances hold up across all income levels.

Stock Analyst Updates
JNJ's COVID-19 Vaccine Receives FDA Authorization
This adds support for U.S. herd immunity by summer.

Zoom Shows No Signs of Slowing; FVE Up to $223
We see a long runway for growth as the company gains traction with Zoom Phone and evolves its main application to a communication platform, and we are impressed by management's ability to overdeliver in terms of both growth and margins. Given exceptional results, strong guidance, and our annual model roll, we are once again raising our estimates, which drives our fair value estimate to $223 per share from $176.

Target Reports Strong Fourth Quarter; Shares Rich
We plan to increase our fair value estimate for the no-moat company.

Rekenthaler Report
Infinity Q: The Fund That Checked All the Wrong Boxes
When investments come with warning signs.

4 Ways Today's Stock Market Resembles That of the Late 1990s
And two ways that it does not.

Advisor Insights
Student Loans: Answers and Resources for the Advisor's Tool Kit
A roadmap for conversations with clients.

How to Be an Active Ally to Women in Financial Services
It's one thing to call yourself an ally, and another to do the work.

The Long View Podcast
Meg Bartelt: 'More Money Does Not Make You Happier'
The Flow Financial founder talks about supporting women in the tech industry, IPOs and restricted stock, and what it means to be a financial life planner.

Berkshire Coverage
Warren Buffett on Bonds, Buybacks, and Apple
What Berkshire Hathaway's chairman left out of this year's annual shareholder letter is almost as notable as what he put in.

Unrealized Gains and Operating Results Lift Berkshire
We expect to raise our fair value estimate following a stronger conclusion to the company's fiscal year than we had been projecting.

Commentary
Wonder Women: Why Defined-Contribution Plans Benefit From Female Plan Administrators
Not only is gender diversity improving among defined-contribution plan administrators, but that shift is likely to result in better participant outcomes.

What Are SPACs and Should I Care?
What to know about this roundabout route to taking a company public.

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Most Requested ETF Quotes
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