Weekly Wrap: Third-Quarter Recap, New HSA Ratings, and a Top Dividend Fund From Vanguard
We recap the week on Morningstar.com and note the most popular stocks, funds, and exchange-traded funds.
Morningstar's Take on the Third Quarter
Our analysis of the third quarter in stocks and funds.
Our 2019 Rankings of 11 Top HSA Providers
Fidelity emerges as a clear winner in our checkup on health savings accounts.
A 4th-Quarter Calendar for Retirees
Get out those calendars: It's time for Medicare open enrollment, RMDs, mutual fund capital gains distributions, and more.
Are No-Commission Trades Good for Investors?
Ben Johnson says investors should be on their toes for other expenses as the pricing war among brokerages continues.
5 Intriguing New Sustainable Funds
With more than a dozen open-end and exchange-traded offerings launched this year, we examine the ones to consider.
Portfolio Planning and Personal Finance With Christine Benz
How to Create a Retirement Policy Statement
Use our template to document your retirement assets, strategy, and spending system.
Transparency is how we protect the integrity of our work and keep empowering investors to achieve their goals and dreams. And we have unwavering standards for how we keep that integrity intact, from our research and data to our policies on content and your personal data.
We’d like to share more about how we work and what drives our day-to-day business.
We sell different types of products and services to both investment professionals and individual investors. These products and services are usually sold through license agreements or subscriptions. Our investment management business generates asset-based fees, which are calculated as a percentage of assets under management. We also sell both admissions and sponsorship packages for our investment conferences and advertising on our websites and newsletters.
How we use your information depends on the product and service that you use and your relationship with us. We may use it to:
To learn more about how we handle and protect your data, visit our privacy center.
Maintaining independence and editorial freedom is essential to our mission of empowering investor success. We provide a platform for our authors to report on investments fairly, accurately, and from the investor’s point of view. We also respect individual opinions––they represent the unvarnished thinking of our people and exacting analysis of our research processes. Our authors can publish views that we may or may not agree with, but they show their work, distinguish facts from opinions, and make sure their analysis is clear and in no way misleading or deceptive.
To further protect the integrity of our editorial content, we keep a strict separation between our sales teams and authors to remove any pressure or influence on our analyses and research.
Read our editorial policy to learn more about our process.