Skip to Content

Weekly Wrap: The Coronavirus Crash, Women in Investing, and More

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.

Twitter CEO Jack Dorsey is selling his first-ever tweet from 2006 as a nonfungible token; the crypto collectible could fetch $2.5 million for charity. In other financial news this week, shares of GameStop GME fell 40% in 25 minutes, and the SEC warned investors to not invest in special purpose acquisition companies, or SPACs, based solely on a celebrity's involvement. Really--the SEC had to warn people not to do that? Just when I thought I'd gotten lost in a speculative funhouse, good news arrived: Morningstar's director of personal finance (and my longtime friend) Christine Benz had been named one of Barron's 100 Most Influential Women in U.S. Finance for a second year--coinciding with International Women's Day. Christine is more than worthy of this accolade, as frequent readers of this newsletter already know. In fact, her work embodies what "smart investing" is all about--putting your goals first, saving diligently, controlling the factors that you can (such as taxes and costs), and keeping your investments simple yet diversified. No shorting, cryptocurrencies, or celebrity endorsements required. Christine's advice is the thoughtful, commonsense antidote to the get-rich-quick mindset dominating the financial media today. Congratulations, Christine--and keep that practical financial advice coming. Now I just need to figure out how to turn your very first column from Morningstar.com into a nonfungible token. --Susan Dziubinski Editor's Picks 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. The Conventional Investor's Guide to Bitcoin Is the currency worth owning? 5 Stocks to Spend Your Stimulus Check On These familiar brands are all undervalued today. The First Question You Should Ask About In-Retirement Withdrawal Rates Striking the right balance between what's sustainable and what's livable is job one. 3 Important Manager Changes This Year Our take on the changes at T. Rowe Price Blue Chip Growth and two other funds. In Long History of Market Crashes, Coronavirus Crash Is Short The year may have been unprecedented, but the best course for navigating a market dip stayed the same.

Portfolio Planning and Personal Finance With Christine Benz How Do Women Really Invest? A closer look at the data suggest that income may be the real determinant of women's investing choices. Keep These Things in Mind During Tax Season 2020's not over--at least when it comes to taxes.

Mutual Funds and Exchange-Traded Funds Past Performance Has Been Predictive Lately. Wait, What? Winning funds have kept on winning while losing funds have continued to lag in recent years. Have the rules changed? These T. Rowe Price Funds Find Gold Morningstar analysts rated 926 share classes and vehicles and 246 unique strategies in February. Manager Question of the Month: The China Conundrum Stock fund managers consider the trade-offs of investing in China. Navigating an Ocean of ESG Strategies Here's a simple framework to make sense of what's available. An Upgrade for the T. Rowe Price Retirement Target-Date Series The series' cheapest share classes now earn a Morningstar Analyst Rating of Gold. What IVA's Unusual Move Means for Its Fund Shareholders International Value Advisers is winding down its operations.

Stocks Higher Valuations, Lower Risk for 2 Big Banks We think JPMorgan and Wells Fargo are worth more with less uncertainty now. Why I'm Lukewarm on Real Estate Despite their burly yields, REITs are not as compelling as they used to be. A New Favorite Stock From Top Managers Several of our Ultimate Stock-Pickers put new money toward this name last quarter. Our Ultimate Stock-Pickers' Top 10 Buys and Sells Funds see value in a diverse range of sectors. 14 Undervalued Small-Cap Stocks These stocks all have narrow or wide economic moats and are undervalued by our metrics. Why More Stimulus Can Do Only So Much for the U.S. Economy Productive capacity, not stimulus, is what drives the economy's long-term potential GDP. 2 Overlooked Stocks Our analysts think Wall Street has it wrong about these fundamentally sound names.

Rekenthaler Report When Stocks Become Collectibles The anecdotes entertain, but the economic implications should not be ignored.

Advisor Insights Our Favorite Model Portfolios for Advisors We've doubled our coverage of model portfolios. These are our top picks. How Advisors Can Help LGBTQ Clients With Planning Here are some tips to consider and mishaps to avoid when working with the LGBTQ community. Can a Trust Transfer an IRA to a Trust Beneficiary? The answer is yes, but there are caveats.

The Long View Podcast Bill Bernstein: We're Starting to See all of the Signs of a Bubble The author and investment advisor joins us for our 100th episode to discuss his new book, value stocks and inflation, and the current market environment.

Sustainability Matters Biden Administration Will Improve Regulatory Climate for Sustainable Investing The rule from the Trump administration will not be enforced by the DOL.

Commentary The Weekend Pitch: What You Need to Know From the Past Week Instacart, Uber, Coupang, and Deliveroo are just some of the big names making big delivery news in this roundup from PitchBook, a Morningstar company. When It Comes to Funds, Read the Fine Print Morningstar's analysis of global disclosure practices serves as a reminder that there's no excuse not to become an informed investor.

Most Requested Stock Quotes Apple Tesla Amazon.com Microsoft Exxon Mobil

Most Requested Fund Quotes Vanguard 500 Index Dodge & Cox Vanguard Total Stock Market Index Fidelity 500 Index Fidelity Contrafund

Most Requested ETF Quotes ARK Innovation ETF Invesco QQQ Trust Vanguard Total Stock Market ETF Vanguard S&P 500 ETF SPDR S&P 500 ETF

Sponsor Center