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Investing Specialists

Weekly Wrap: Gender Equity, International Diversification, and Rising Interest Rates

We recap the week on Morningstar.com and note the most popular stocks, funds, and exchange-traded funds.

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Editor's Picks

Is International Diversification Necessary?
The diversification benefits haven’t been obvious in recent years, but there’s still a case to be made.

How to Use Home Equity to Fix Retirement
More strategies to supplement a retirement shortfall.

What Is a Yield Curve and Why Are Investors Worried?
Here’s why this important bond market indicator is flashing a warning sign.

10 Undervalued Wide-Moat Stocks
The cheapest names in the Morningstar Wide Moat Focus Index--plus stocks the index has recently added and dropped.

Should You Be Using a Robo-Advisor?
These seven questions can help you decide if robo-advice is right for you.

Reporting on Gender Equity Is a Key Step to Improving Diversity, Upward Mobility for Women
The percentage of women in management matters more than gender diversity on company boards, Morningstar research says.

Portfolio Planning and Personal Finance With Christine Benz

What's Your Real Inflation Rate?
Calculating a personalized inflation rate is a start.

What Rising Interest Rates Mean for a Retirement Portfolio
Here’s how to decide if any repositioning is required.

4 Dangerous Assumptions That Could Hurt Your Retirement Plan
By the time retirement savers realize the error of their ways, it may be too late.

Mutual Funds and Exchange-Traded Funds

iShares and American Funds Seeing Inflows Diverge
February flows for these behemoths reflect broader trends.

Why Vanguard Total Stock Market Index Is One of the Best
Broad market exposure and low costs. What's not to like?

Will Rising Rates Provide an Advantage for Value Stocks?
There’s more to consider.

Report Card: Grading the Investor Experience in 26 Global Markets
Why the U.S. is one of only three markets to earn a Top grade for practices related to fees and expenses.

A New Day Is Dawning at Dodge & Cox
The historic fund company tries to keep up with the times--on its own terms.

Why We've Downgraded ARK Innovation
Invest at your own risk.

Stocks

What Rising Interest Rates May Mean for Stocks and Bonds
And where to invest new money today.

3 Bond Funds for a Rising Interest-Rate Environment
These bank-loan and inflation-protected funds should be able to stand up against rising rates.

Did Fund Managers Misjudge the Risks of Russia's Most Popular Stock?
Emerging-markets funds must deal with a limited universe--but you don't.

6 Housing Stocks Undervalued Right Now
Rising mortgage rates have sent housing-related stocks tumbling.

Dividend Stock Deep Dive: Utilities
Are dividends safe in light of rising interest rates and hot inflation for utilities?

Is AbbVie's Stock Worth the Price?
The market isn't accounting for pressures on top drug Humira.

Advisor Insights

How Advisors Can Bring Focus to Client Conversations
Using these financial life stages can help you understand your clients' finances in a more flexible way.

Rekenthaler Report

The Best S&P 500 Funds
The tip of the indexing pyramid.

Speculation Won't Doom Younger Investors
Why the kids will be all right.

Commentary

How Durable Are Competitive Advantages?
Eric Schoenstein dives into the world of quality investing and how to evaluate growth stocks.

Most Requested Stock Quotes

Apple
Tesla
Amazon.com 
Meta Platforms
Microsoft

Most Requested Fund Quotes

Fidelity 500 Index
Vanguard Total Stock Mkt Idx
Vanguard Dividend Growth
Dodge & Cox Stock
Vanguard 500 Index

Most Requested ETF Quotes

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