Weekly Wrap: Open Enrollment, Top Bond Funds, and Financial Independence
We recap the week on Morningstar.com and note the most popular stocks, funds, and exchange-traded funds.
A Checklist for Open Enrollment Season
If you're signing up for employer-provided benefits, don't just re-up for last year's choices; read this first.
The Best Bond Funds
Here are our highest-rated mutual funds and ETFs across a series of Morningstar’s fixed-income categories.
A Simple Plan for Financial Independence
Examining personal finance through the lens of economics yields a nifty road map for accumulating wealth.
How Do You Value Amazon Heading Into 2020?
Amid calls for tech breakups, should investors adopt alternative approaches to valuation?
Buckets: Not Just for Retirees
Accumulators with short- and intermediate-term financial goals can employ the concept, too.
Strong Quarter, Cautious 2020 Outlook for UnitedHealth
UnitedHealth shows momentum, but we do not expect to change our fair value estimate for the wide-moat firm.
IBM Looks Toward Cloud Solutions for Growth
We view shares as slightly undervalued but would wait for a better risk for reward entry point.
Raising Our Fair Value Estimate for JPMorgan
The wide-moat firm had a solid third quarter, and we are increasing our fair value estimate to $114.
Improved Profitability at Citigroup
We do not plan to make material changes to our fair value estimate for the narrow-moat financial-services firm.
Netflix Reports Mixed Subscriber Growth
We are retaining our narrow moat rating and fair value estimate.
Wells Fargo Takes $1.6 Billion Legal Charge in Quarter
We are lowering our fair value estimate for the wide-moat firm.
Portfolio Planning and Personal Finance With Christine Benz
What Type of Bond Funds Do You Need?
Christine Benz discusses which types of bond funds make sense for most investors.
Mutual Funds and Exchange-Traded Funds
4 Upgrades, 3 Downgrades in September
Overall, 120 strategies were rated, four of which were new to coverage.
A Checklist for Taxable-Bond-Fund Investors
Five considerations for those investing in fixed-income funds.
22 Downgrades for 2019
Kicking funds when they are down.
What to Watch for With Capital Gains Distributions
Russ Kinnel discusses some factors that can influence big payouts.
2 Winning Approaches During Volatile Times
These low-volatility funds practice very different strategies yet hold up well during market downturns.
This Fund Is Better Than It Looks
Bronze-rated Artisan Value practices a valuation-sensitive, consistent approach that stands out from the pack.
Investing Close to Home Is Overrated
Foreign stocks have an important role to play.
3 Tech Stocks for Dividend-Seekers
Brian Colello shares what makes these stocks stand out.
How Investors Can Play in the Video Game Space
We detail three areas of interest for investors.
A Closer Look at 3M
It may not be a pound-the-table bargain, but we like it as a defensive stock.
Predicting Mutual Fund Returns With the Ownership Lens
A measure invented in 2005 gets retested--and passes with flying colors.
How and Why to Invest in Bonds: A Morningstar View
This series of articles will tackle the basics of bond investing.
These U.S. Sectors Are More Global Than You Think
Which areas of the market may be more vulnerable to ongoing trade tensions?
What Are Municipal Bonds?
These five questions can help you figure out whether to invest in municipal bonds (and the best way to do it).
What Investor Biases Are Extraverts Most Prone To?
Contributor Michael Pompian shares the results of his new study of personality traits and investment biases.
The Long View
Ben Johnson: Index Funds Are Not 'Zombie Investors'
Morningstar's director of global ETF research on fee wars, performance-chasing investors, and whether passive funds are doing their fair share for corporate governance.