Weekly Wrap: What You Need to Know About Inflation, New ETFs, and Sustainable Investing in 2022

 

Editor's Picks

4 of the Best Bond-Pickers
These active managers have been consistently successful in the fixed-income market.

Morningstar's Take on 2021
Our analysts and specialists put the year in stocks, funds, and portfolios into perspective.

11 Top Stocks for 2022 and Beyond
These wide-moat companies have positive moat trends and exemplary capital allocation ratings.

3 Easy Ways to Simplify Your Portfolio in 2022
Here are some investing strategies for those resolving to streamline their portfolios in the new year.

4 Things to Keep in Mind About Sustainable Investing in 2022
And four ways that it's having a broader impact on the world.

What Morningstar Fund Analysts Are Reading
Take a peek at our bookshelves.

Portfolio Planning and Personal Finance With Christine Benz

3 Tricky Decisions for Every Retirement Plan
Not even experts agree about the 'right' withdrawal rate, long-term-care insurance, and annuities.

Morningstar's Top Fund Picks for Taxable Portfolios
Traditional mutual funds and ETFs for tax-efficient exposure to domestic and international stocks as well as bonds.

My Top 10 Portfolio Highlights from 2021
Some long-running trends continued, but rising inflation and the specter of higher interest rates prompted a few reversals.

Mutual Funds and Exchange-Traded Funds

How Did Inflation-Protection Strategies Perform in 2021?
Morningstar's multi-inflation strategies specialist puts performance in perspective, discusses best practices, and shares our top picks.

10 Funds That Are Acorns
These funds have room to grow.

Top 10 Holdings of Our Ultimate Stock-Pickers' Index
We examine the biggest contributors to--and detractors from--the performance of the index during the past year.

2 New ETFs We Like
We like both of these newcomers far more than most of 2021's trendy new launches.

4 Funds for Playing Defense in 2022
These funds can help balance out a portfolio heavy in U.S. stocks.

How to Choose a Great Dividend Income ETF
Use caution when chasing yield.

Do Fund Managers Think Inflation Is Here to Stay?
Nobody knows how long inflation will stick around.

Stocks

Forget Value vs. Growth--Size Drove Returns in 2021
Six charts showing how market cap drove returns.

7 Stocks for a Kid's Stocking
These popular brand names are undervalued.

Can Visa Maintain Its Lead?
Morningstar's analyst suggests the payment processor faces some near-term issues.

The Best Stocks of 2021 in Morningstar’s Coverage List
Moderna and BioNTech were among a top performers list dominated by tech, energy, and consumer names.

Rekenthaler Report

Why the U.S. Stock Market Has (Recently) Been Exceptional
Credit the technology sector.

My 33 Investment Years
What an unexpected ride it has been!

Advisor Insights

The Value of Nonmonetary Returns
What coronavirus has taught us about how advisors can incorporate considerations of well-being into goals.

The Long View Podcast

Christine Benz and John Rekenthaler: How Much Can You Safely Spend in Retirement?
Christine, John, and Jeff Ptak discuss their recent research on safe withdrawal rates, which found retirees will have to dial back spending in the years ahead.

Commentary

How Inflation and Valuation Affect Safe Withdrawal Rates
Bill Bengen builds off his groundbreaking 1994 research that led to the creation of the 4% rule.

5 Financial New Year's Resolutions
From retirement to sustainable investing, here are some ways you can start on the right financial foot.

Most Requested Stock Quotes

Apple
AT&T
Microsoft
Nvidia
Alibaba Group Holding Ltd ADR

Most Requested Fund Quotes

Vanguard 500 Index
Vanguard Wellesley Income
Fidelity 500 Index
Vanguard Total Stock Mkt Idx
Dodge & Cox Stock

Most Requested ETF Quotes

Schwab US Dividend Equity ETF
Vanguard Total Stock Market ETF
Vanguard S&P 500 ETF
Invesco QQQ Trust
SPDR S&P 500 ETF Trust