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.
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.