Weekly Wrap: Morningstar's Take on 2019 and a To-Do List for 2020

Editor's Picks Morningstar's Take on 2019 Our analysis of the fourth quarter in stocks and funds.

Your 2020 Financial To-Do List As the new year dawns, here's your plan to get financially fit, one job at a time.

How Can Fund Providers Protect the Future for Worker-Investors? Stewardship is an opportunity for fund providers to connect with sustainability-minded investors, and many large asset managers are using proxy votes to press for better governance of environmental and social risks.

How to Pick a First Bond Fund We tell first-time bond investors what they need to know about intermediate core bond funds.

401(k)s Have Reached Their Expiration Date The plans are as good as they can be under the current framework--and that's not good enough.

Portfolio Planning and Personal Finance With Christine Benz Your 2020 Tax Fact Sheet and Calendar Bookmark this guide to stay abreast of the tax-related dates and data that should be on your radar this year.

Mutual Funds and Exchange-Traded Funds Need a New Year's Rebalance? These 3 Bond Funds Can Help Look to these Morningstar favorites if surging markets have knocked your portfolio's mix off course.

International-Stock Funds Bounce Back in 2019 International-equity markets rebounded off 2018's lows to deliver robust returns.

Vanguard's Evolution in 2019 We review the year for the firm and look at the impact of Jack Bogle's death.

A Gold-Rated Bond Fund for Aggregate Bond Market Exposure While it is conservative relative to peers in the core-plus Morningstar Category, this fund provides great aggregate bond market exposure.

What a Shuffle of Subadvisors Means for This Vanguard Fund Vanguard Windsor II's recent manager changes could lead to a shift in investment style.

Johnson: 2019 Was the 'Year of Zero' for ETFs Inflows soared, so what are these zeros?

4 Traits Asset Managers Need for Success Here's what we believe is required for these companies to thrive over the next decade.

Easier Muni Indexing Expands Investors' Choices Improvements in technology and manager skill have made passively managed municipal index funds more desirable.

Stocks Health Insurer Review Results in Higher Valuations Our Anthem and Humana fair value estimates get a boost.

Why We're Lovin' McDonald's 10 reasons it's our top restaurant pick.

A Favorable Forecast for the Housing Market However, the rebound in housing activity has inflated valuations.

33 Undervalued Stocks for 2020 Here are our analysts' top ideas in each sector for the new year.

Are Renewables the Future for the Utilities Sector? Renewable energy is going to be one of the biggest growth drivers in the utilities sector, says Morningstar's Travis Miller.

Rekenthaler Report Mr. Market Isn't So Foolish, After All Ben Graham's analogy is beguiling but inaccurate.

Advisor Insights SECURE Act Targets Minimum Distribution Rules Planners have their work cut out for them, says contributor Natalie Choate.

The Long View John Rekenthaler: Fund Manager Financial Incentives Are Irrelevant Morningstar's columnist reflects on his decades of analyzing and writing about the mutual fund, retirement, and financial advice industries.

The Short Answer Should I Invest Part of My Bonus in My 401(k)? We tackle reader questions about 401(k)s.

Most Requested Stock Quotes Apple Amazon.com Microsoft Enterprise Products Partners AT&T

Most Requested Fund Quotes Vanguard Dividend Growth Vanguard 500 Index Vanguard Total Stock Market Index T. Rowe Price Blue Chip Growth Fidelity Contrafund

Most Requested ETF Quotes SPDR S&P 500 ETF Vanguard Total Stock Market ETF Vanguard S&P 500 ETF Vanguard Dividend Appreciation ETF Invesco QQQ Trust