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Investing Specialists

Weekly Wrap: Turbulence and Taxes

We recap the week on Morningstar.com and note the most popular stocks, funds, and exchange-traded funds.

Editor's Picks
Morningstar's 2020 Tax and IRA Guide 
Strategies and investment ideas for lessening the tax bite.

Volatility Is Here to Stay. Here's What to Do.
Christine Benz explains what investors should do amid market turbulence.

What Experts Say Coronavirus Means for Investors
Strategists from Vanguard, BlackRock, Schwab, and other firms weigh in.

4 Mutual Fund Ideas for IRAs
Russ Kinnel offers a range of suggestions for those looking for a new holding.

The Cons (and Pros) of Vanguard’s Decision to Offer Private Equity
The timing is suspect, but the concept may eventually make sense.

Tax and IRA Guide
IRA Tips for Later in Life
Christine Benz discusses how the SECURE Act affects required minimum distributions.

IRA Procrastinators, Start Here
Christine Benz has some tips for those trying to squeeze in a contribution for the 2019 tax year.

How to Identify the Best Investments for Your IRA
No matter your life stage or financial goals, identify the right investments for the job.

3 Fund Picks for an IRA
There's still time to make contributions to an IRA for the 2019 tax year. Christine Benz shares some investment ideas to consider before tax day.

4 Bond Fund Ideas to Flesh Out Your IRA
Karin Anderson discusses some choices from the core and core-plus intermediate-term bond category.

3 Stock Picks for Your IRA
We discuss what makes these stocks appealing right now.

Portfolio Planning and Personal Finance With Christine Benz
Your Market Downturn Tool Kit
Knocking off these investment jobs will keep you focused on the big picture. 

A Down-Market Survival Guide for Retirees
These six steps can help you take back control in uncertain times. 

Mutual Funds and Exchange-Traded Funds
3 ESG Fixed-Income Funds to Keep an Eye On
Here are some interesting strategies from the latest Morningstar Prospects report.

Making the Franklin Mega-Merger Work for Fund Investors
Let's make a fund deal.

Rating Dividend-Income Funds
Use caution when chasing yield.

An Excellent Choice for Broad Exposure to Healthcare
Gold-rated Vanguard Health Care benefits from an experienced manager.

Selecting a Suitable Large-Growth Fund
There are several things to consider first.

A Look at the Mushrooming Menu of Thematic Funds
Thematic funds have captured investors' imagination and their assets, but buyers should beware.

3 Newly Rated Standouts
These diverse funds have earned their first Morningstar Analyst Ratings.

Stocks
Brighter Lithium Outlook Boosts Our Valuations
All three lithium producers we cover are undervalued. 

New 5-Star Stocks
These names are all significantly undervalued by our standards after this week’s market rout. 

Moats, Motors, and Markets in 2020
Our analysts offer their annual global auto overview, forecast, and actionable ideas. 

Will a Bigger Wesco Be Better?
This firm's shares are currently undervalued pending its acquisition of Anixter. We suggest buying in before the market realizes the potential of this combined entity. 

4 High-Quality, High-Yielding Stocks
We expect these high yielders to sustain their dividends in the future. Plus, they’re cheap.

Market Overstates Coronavirus Impact on Energy Stocks
Oilfield services stocks appear to be the most undervalued. 

Antitrust Risk on the Rise for Facebook and Alphabet
Fines and new regulations are likely for both firms, but the political upheaval in an election year puts Facebook more in peril. 

Fortune Doesn't Always Favor the Bold
Discretion can be the better part of valor. 

The Long View
Sallie Krawcheck: 'Companies Should Do Better'
The Ellevest founder discusses how advisors fail their female clients, the lack of gender diversity in financial services, and why firms should be working to close the gender pay gap.

The Short Answer
What Is an HSA?
All you need to know about this popular account used to cover healthcare expenses. 

Commentary
Keep an Eye on Proposed Financial Transaction Tax
A financial transaction tax would impact investors in a couple of ways as the market reacts to the tax. 

What's Driving U.S. Stock Fund Returns?
Style, size, and momentum were the primary factors behind these funds' returns for the past three calendar years.

ESG Proxy Resolutions Find More Support in 2019
But large fund companies often block their path. 

Most Requested Stock Quotes
Apple
Microsoft
Exxon Mobil
Disney
Pfizer

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

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