Weekly Wrap: Rebalancing and Picks Based on Experts' Forecasts

Editor's Picks 3 Questions That Stump Investment Experts They can guess, but they do not know. Here's Why You Should Rebalance Keep your portfolio's risks in check with this one simple trick. How'd Active Funds Do in 2019? So-So Active funds tasted success a bit more often in 2019. But most still lagged the indexes. 15 Picks Based on Experts' Forecasts Experts think foreign stocks, especially emerging markets, are attractive. Here are Morningstar's favorites for those themes. 9 Winners Managing ESG Risk These stocks are well-positioned to tackle the material environmental, social, and governance risks facing their industries.

Earnings Reports Our take on E-Trade, Intel, Procter & Gamble, Johnson & Johnson, Netflix, and IBM.

Portfolio Planning and Personal Finance With Christine Benz 4 Strategies for an Organized Tax Season Has tax season become a frustrating paper chase? These tactics can buy you some relief. Bucket Portfolios Get Boost From Market Performance in 2019 Christine Benz discusses her model retirement saver and bucket portfolios. What You Can Learn From Your 1099 Forms These forms can yield valuable intelligence about your portfolio's asset location and tax efficiency.

Mutual Funds and Exchange-Traded Funds 3 Foreign-Stock Funds for Rebalancing in 2020 Look to these Morningstar favorites to increase your international-equity exposure. Mistakes to Avoid When Selecting a Large-Growth Fund Go beyond total returns and dig into the nuances of the category. Low-Vol Strategies Are Not the Same as Value, Profitability Low-volatility strategies have different intended outcomes compared with value and profitability. Where to Go Active? Alex Bryan discusses which parts of the market are more ideal for an active approach. How to Choose a Short-Term Bond Fund Here are three recommendations that fit the bill by focusing on liquidity, diversification, and thorough risk management. A Fine Choice for Small-Cap Seekers The Silver-rated fund applies a disciplined, relative value approach that emphasizes bottom-up stock-picking. A Less Volatile Way to Invest in Emerging Markets A smoother ride is possible.

Stocks How ESG Risk Affects Pharma and Biotech Moats and Valuations Morningstar and Sustainalytics offer complementary methodologies. Amazon Fresh Is Finally Ready for Prime Time Could dropping monthly fees be the upside catalyst the market is looking for? Finding Telecom and Media Value Beyond the Border As telecom and media valuations in the U.S. move sharply higher, Mexican firms Grupo Televisa and America Movil trade at a discount. Remaking Retirement New Retirement Law Throws IRA Heirs a Curveball Contributor Mark Miller discusses the death of stretch IRAs contained in the SECURE Act--and how retirement planners are scrambling to respond.

Advisor Insights Answering Another Key Question in a Request for Proposal Contributor Scott Simon argues why he doesn't think alternative investments are good choices for retirement plans.

The Long View Jon Hale: ESG Is a Paradigm Shift Our global ESG research leader on how sustainable investing has evolved and what comes next as it goes mainstream.

The Short Answer How Much Risk Should I Take When Investing? Determine your ideal risk level in three easy steps.

Sustainability Matters A Tipping Point for Sustainable Investing How did we get here? Gradually, then suddenly.

Commentary 4 Lessons From BlackRock's Bold ESG Statement CEO Larry Fink charts an ambitious path for sustainable investing to become accessible and accepted. What will it take to succeed?

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