Weekly Wrap: Ultimate Stock-Pickers, Charitable Giving, and Simplifying Your Portfolio
We recap the week on Morningstar.com and note the most popular stocks, funds, and exchange-traded funds.
Our Ultimate Stock-Pickers’ Top 10 Buys and Sells
Managers continue to buy wide-moat stocks.
5 Portfolio Moves to Consider Before Year-End
Ideas for improving your portfolio, lowering your tax bill, and wringing more from your cash holdings.
3 Ways to Simplify Your Portfolio in 2020
Here are some investment ideas for those resolving to streamline their investments in the new year.
Morningstar's Guide to Charitable Giving
'Tis the season for giving. Here are some smart charitable-giving strategies.
5 Costs to Keep in Mind When Picking an HSA
Layers of explicit and implicit costs make HSA expenses tough to evaluate.
Portfolio Planning and Personal Finance With Christine Benz
These Charitable Investment Strategies Deliver a 'Three-fer'
These three maneuvers will tend to deliver a higher tax benefit than writing a check and deducting it, and may even improve your portfolio.
Factors to Consider When Giving Charitable Donations
Charitable contributions can do good for others--and for your portfolio.