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Investing Specialists

Weekly Wrap: Pension Funds, Stock Market Crashes, and Lifestyle Investing

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

6 Things To Know About Stock Market Crashes and Downturns
The regularity of market crashes and declines is a reminder that patience is key to investing in equity markets.

6 Questions to Ask Before Hiring a Robo-Advisor
For many, digital investment advice is a fine low-cost alternative to traditional advisors. Here’s how to tell if it’s a good choice for you.

The Financial Health of Medicare and Social Security: A Closer Look
The short-term outlook for these programs has improved, but challenges and uncertainties loom.

Investing as a Lifestyle Choice
Will today’s investment trends survive the bear market?

5 Things to Do During a Bear Market
Rebalancing, tax-loss selling, and buying on the dip are among the productive moves to consider.

Pension Funds Forge Ahead With Sustainable Investing, Despite Politicization in U.S.
Asset owners see ESG as “a core element of investing rather than a specialist niche,” Morningstar study says.

Portfolio Planning and Personal Finance With Christine Benz

The Time Is Right for Aftertax 401(k) Contributions
In-plan conversions are a no-brainer for heavy savers who have access to them.

Mutual Funds and Exchange-Traded Funds

Alternatives Finally Bear Fruit--but Take Care
Before allocating, investors must be clear about what they're buying.

Beware Thematic Funds' Siren Song
These funds' popularity has surged, but are they just a passing fad?

The Best Model Portfolios
How have our picks performed, and did the ratings matter?

Why Vanguard Dividend Appreciation ETF Is Attractive Today
This exchange-traded fund favors high-quality and financially sound dividend-growth stocks that can weather economic uncertainty.

Help Morningstar Name Its Allocation Categories
Changes to the allocation categories mean new names are in order.

Stocks

These 5 Semiconductor Suppliers Are Undervalued
Shares of microchip-parts suppliers, including Teradyne and ASML, are available at steep discounts, and the companies are poised for long-term profits.

Your Value Fund Might Be Buying Meta and Netflix Stock
Former growth-stock darlings are now landing in the value stock bucket.

Are Bank Stocks Undervalued?
Valuations are now closing in on recession average lows for JPMorgan, Bank of America and other high-quality bank stocks.

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

Top Stock Picks Among Lithium Producers
A higher price forecast for the metal boosts our valuations for the stocks.

The 10 Best Companies to Invest in Now
The undervalued stocks of high-quality companies are compelling investments today.

How Much Worse Can It Get for Growth Stocks?
Value outperforms by the widest margin since the dot.com bubble collapse as growth stocks suffer their worst losses since 2008.

Rekenthaler Report

Are the Stocks of Stadium Sponsors Cursed?
Testing a widely held belief.

The Long View Podcast

Are Annuities More Efficient Than Bonds?
Financial expert David Lau discusses how annuities could lead to higher returns in retirement.

Ilyce Glink: The State of the U.S. Residential Real Estate Market
The real estate expert and author discusses what’s happening in the housing market, her thoughts on real estate as an investment, and tips for prospective homebuyers.

Most Requested Stock Quotes

Apple
Amazon.com
Meta Platforms Inc Class A
Microsoft
Nike Inc Class B

Most Requested Fund Quotes

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

Most Requested ETF Quotes

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