Weekly Wrap: Buffer Funds, Financial Shocks, and Outperforming ETFs in 2022
We recap the week and note the most popular stocks, funds, and exchange-traded funds.
Editor’s Picks
Why Buffer Funds Haven’t Escaped the Bear Market
This year’s brutal market has tested their downside protection.
A Harder Landing for the U.S. Economy Now Looks More Likely
Recession in 2023 now looks like a coin-flip probability as the Fed’s war against inflation continues to escalate.
How to Cope With Financial Shocks
Your toolkit for resilience in a worst-case scenario, like job loss.
An Action Plan for Long-Term Care
Many people put off creating a long-term-care plan. This step-by-step guide can help you get over inertia, dread, or both.
How to Find Impact Investments for Your Portfolio
These options are on the rise as individuals “want to connect to their investments more,” Morningstar analyst says.
When Inflation Surfaced, TIPS Flopped
This year’s surprise loser.
Portfolio Planning and Personal Finance With Christine Benz
It’s Open Enrollment Season. Have You Taken a Good Look at an HSA?
For high-income investors who are maxing out other tax-sheltered accounts, the high-deductible healthcare plan/HSA combo is close to a no-brainer.
Is the Time Right for Annuities?
Rising interest rates have made some types of annuities more attractive. Here’s what to consider before purchasing.
Mutual Funds and Exchange-Traded Funds
Why Vanguard High Dividend Yield ETF Is Outperforming in 2022
Low costs and an emphasis on more profitable firms have given the ETF an edge over its peers.
The Best High-Quality Stock Funds
These top-rated mutual funds and ETFs favor wide-moat stocks—and are good investments for a recession.
Do Currency-Hedged ETFs Have Merit for the Long Term?
They’ve had a great run. But higher expected returns aren’t their main selling point.
Bond Ladder ETFs Can Help Investors Climb Higher
Putting money in ETFs with staggered maturities can preserve and even grow wealth in a rising interest-rate environment.
Packed with popular snack food brands, this company isn’t spooked by the competition.
Why Are Semiconductor Stocks Getting Crushed?
Multiple woes are hitting stocks in this key tech stock sector and the outlook is dim.
Consumer defensive stocks have outperformed this year. These two still look undervalued to us.
3 Specialty Chemical Stocks to Buy Now
Where the market sees caution, Morningstar analyst Seth Goldstein sees opportunity.
Challenges from customized investments could overtake funds in the longer term.
Why Product Safety Risk Matters for Stocks
Plane crashes and unsafe medicine are among key ESG governance risks for your investments.
Sustainable Fund Flows Shine Bright in a Dismal Third Quarter for U.S. Funds
This is a sharp contrast to the outflows of their nonsustainable peers.
A Closer Look at Direct Indexing
At the Future Proof conference, direct indexing was everywhere.
Markets Brief: What to Watch as Big Tech Stocks Report Q3 Earnings This Week
Microsoft, Alphabet, Meta, Apple, and Amazon earnings could set the market’s tone.
Why Stock Multiples Say the Market Could Continue to Drop
History suggests the stock market’s current bottom would be `the most expensive bear-market low.’
What Could Midterm Elections Mean for the Stock Market?
Pay closer attention to economic and geopolitical catalysts than elections.
Investors Show Few Signs of Throwing in the Towel on Stocks
Stock fund managers have raised cash as investors put money to work, but investors are still choosing U.S. equity funds.
Creating a Runway of Safe Assets for Retirement Spending
Founder and CEO of Sensible Money gives her advice on constructing a path to financial success.
Julien and Kiersten Saunders: ‘How Much Is Enough?’
The hosts of the rich & REGULAR podcast discuss their journey toward financial independence, the racial wealth gap, and getting off the social-media treadmill.
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The author or authors do not own shares in any securities mentioned in this article. Find out about Morningstar’s editorial policies.