Weekly Wrap: The Thrilling 34 and Lessons From the Past
We recap the week on Morningstar.com and note the most popular stocks, funds, and exchange-traded funds.
The Thrilling 34
Only 34 funds passed all my tests.
5 Lessons From the 'Witch' of Wall Street
The best advice is often timeless.
Lessons From the Past 25 Years
On becoming a minimalist, focusing on the really important allocations, and talking about hard stuff.
Should Private Investment Funds Be for Everyone?
Yes, but with a very large asterisk.
Portfolio Planning and Personal Finance With Christine Benz
A Year-End Portfolio Review in 6 Easy Steps
Check up on your portfolio's health--and that of your whole plan--as the year winds down.
5 Key Takeaways for Investors From 2019
Christine Benz discusses the ups and downs that captured our attention.
The Increasingly Competitive Intermediate-Government Morningstar Category
Some things stay the same only by changing.
This ETF Offers High-Quality Mid-Cap Stocks at a Bargain
Don't ignore the middle.
No Escape From Low Rates
Low interest rates depress expected returns for both stock and bond investors.
The Road Ahead Looks Promising for Intel's Mobileye
The leader in advanced driver-assistance systems contributes only a small part of the chipmaker's overall revenue for now, but sales are growing.
3 Stocks for the Next Decade
We think these companies are poised to experience meaningful economic benefits in the future.
New Coverage of TV Station Owners
Sinclair and Nexstar are the two biggest U.S. operators.
AIG Has Ample Room to Improve
We think it should trade closer to book value than its current deep discount.
What Retirement Crisis?
Americans face challenges, but thanks to Social Security, most will be OK.
Revisiting Roth Conversions
Now may be the time to go all in.
The Long View
The Best of The Long View Podcast: Conversations With Portfolio Managers
We highlight some of the most indelible moments from our newest podcast.