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Commentary

Morningstar Moments: 3 Things You May Have Missed

Our analysts tweet about value stock picks, aftertax 401(k) contributions, and cryptocurrency education.

Here are the major market moments our analysts have been talking about.  

1) Bask Your Portfolio in the Value Stock Glow


https://twitter.com/MstarMarkets/status/1404528742735699975

Value's comeback has been a hot topic among our experts and investors. After a long-awaited moment in the spotlight, value stocks now have a bigger price tag. Data journalists Lauren Solberg and Jakir Hossain find names trading far below their Morningstar fair value estimates.

2) When One Door Closes, Another One Opens


https://twitter.com/christine_benz/status/1404460896487936000

The "backdoor Roth IRA" is what Christine Benz refers to as a "ritual" for high-income, heavy-saving investors to get their cash into a Roth IRA account when they have too much for a direct contribution. What happens when these investors max out their retirement accounts? Benz has an idea: aftertax 401(k) contributions.

3) Keeping Up With Cryptocurrency


https://twitter.com/LauricellaTom/status/1404776578308087808

The cryptocraze is not slowing down any time soon. Now that cryptoasset markets are rapidly growing, advisors may be struggling to keep up with their clients and the expanding crypto landscape. Have no fear, Tyrone Ross has you covered with the basics, resources, and more.  

Stay in the loop with @MorningstarInc and our analysts: 
Dave Sekera, chief U.S. market strategist: @MstarMarkets
Christine Benz, director of personal finance: @christine_benz
Tom Lauricella, editor for Morningstar Direct: @LauricellaTom