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Investing Specialists

Weekly Wrap: Lessons From Market Crashes and Reducing Risk

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

Editor’s note: Read the latest on how the coronavirus is rattling the markets and what investors can do to navigate it.

Editor's Picks
What Prior Market Crashes Can Teach Us About Navigating the Current One
The regularity of market crashes is a reminder that patience is key to investing in equity markets.

3 Good Funds That Just Reopened
Our manager research team shares some ideas.

Baby Steps for Reducing Risk
Investors can take smaller steps to reduce a portfolio’s risk profile without making a sweeping overhaul.

What's Behind These Funds' Sharp Star-Rating Declines?
The past few years have taken a toll on these four funds, but they should shine bright once again.

Have Small Value Stocks Become a Bargain?
Putting numbers to the thesis.

Earnings, Economics Will Drive Stock Returns From Here
Investors' focus has shifted this week to earnings reports and economic metrics in order to decipher how quickly a recovery can evolve.

Portfolio Planning and Personal Finance With Christine Benz
A Checklist for Volatile Markets: Retiree Edition
Volatility is usually more distressing for retirees than it is for people who are earning a paycheck. Here's how to find peace of mind.

In a Lower Tax Bracket? Check These Areas
Jeff Levine shares some ways to think about improving your tax position.

New Tax Filing Deadline Affects More Than Just Taxes
Tax and retirement planning expert Ed Slott looks at financial aspects to consider now that the tax filing date is later.

What Role Do Bonds Play in an Era of Ultralow Yields?
Investors are right to be questioning bonds' role in their portfolios, but they still serve a useful purpose for many.

The 411 on RMDs for 2020
Details on workarounds for early RMD-takers, QCDs, and why some taxpayers may want to take a distribution anyway.

Mutual Funds and Exchange-Traded Funds
Morningstar Analyst Rating Activity in a Tumultuous March
Morningstar analysts rated 1,338 share classes and vehicles and 316 unique strategies in March.

Big Disparities Among the Biggest Stock Funds in the Bear Market
A look at how the industry's largest active equity mutual funds have fared in the coronavirus bear market.

Why and How to Index in U.S. Small Caps
Broad diversification and low fees make indexing a good bet in this arena.

3 Surprises in the March Fund Flows Report
Tony Thomas discusses where investors pushed and pulled their money.

This Dividend ETF Effectively Balances Yield and Quality
Its quality screen mitigates some of the risks associated with yield investing.

Stocks
Reaffirming Our Call on U.S. Banks: We Think They're Ready This Time
After an in-depth reassessment, we still believe they're undervalued.

Johnson & Johnson: Steady Quarter, Lower 2020 Guidance
We expect J&J to lead the charge in developing a coronavirus vaccine and view the stock as slightly overvalued.

6 Stocks That Top Managers Are Buying
The managers at Oakmark have dug through the market's rubble. Here's what they bought.

Tough Quarter for JPMorgan; Lowering Fair Value
The wide-moat firm is preparing for loan losses after weak results.

U.S. Autos Are Not Doomed
Sales will be horrendous in the near term, but there’s value to be found.

Coronavirus Update: Long-Term Economic Impact Forecast to Be Less Than 2008 Recession
Our outlook on how the U.S. will cope during and after the shutdown.

Bank of America Losses Are Manageable
We slightly lowered our fair value estimate for this wide-moat firm after it reported weaker first-quarter earnings.

UnitedHealth: Solid Quarter, Maintaining 2020 Outlook
Results and outlook for the wide-moat firm bode well for the discounted managed-care industry, and shares appear moderately undervalued.

Lowering Our Fair Value Estimate for BlackRock
The wide-moat firm's organic growth, market losses, and adverse currency exchange all were slightly worse than our own projections.

Midstream Liquidity Concerns Overblown
Operational results will worsen, but most companies should muddle through.

Rekenthaler Report
The Fund Industry's Struggle to Provide Retirement Income
Several decades later, the answer has not yet arrived.

Advisor Insights
What Investor Biases Are Neurotic Investors Most Prone To?
Contributor Michael Pompian shares the results of his new study of personality traits and investment biases.

The Long View
Chris Davis: Banking on Boring, Reliable Franchises
The manager of the Davis NY Venture fund offers his thoughts on how best to sift for bargains post-sell-off, his team’s fondness for financial stocks, and why Berkshire hasn’t made any acquisitions yet.

Sustainability Matters
U.S. ESG Funds Outperformed Conventional Funds in 2019
A look back at the year in sustainability.

Commentary
Bear Market, Economic Recession: Where Are We Now?
Answers to questions you might be asking about where the market stands.

Long-Term Fund Outflows Amid Volatility Triple '08 Figures
The coronavirus pandemic shook the markets in March, and bond-fund flows cooled off dramatically after a hot streak.

Mohamed El-Erian Explains the Coronavirus' Impact on Global Markets
In our podcast, Allianz’s chief economic advisor discusses the effects of financial contagion, a bond market breakdown, and the coronavirus’ impact on global supply chains.

Financial Literacy Month
How to Allocate Assets for College Savings
Families must contend with competing challenges: steep glide paths and high inflation.

A Guide to College-Savings Options
We compare and contrast a few of the most common college-savings vehicles.

Getting Started With a 529 College Savings Plan
If setting up a college savings account is on your to-do list, here are some tips for getting going.

How Much Should You Save for College?
Uncertainty surrounding cost inflation and investment performance make it difficult--but not impossible--to estimate how much you should save.

Ways to Make Child Care More Affordable
If paying for day care is breaking the bank, these tips and tax strategies might help.

Most Requested Stock Quotes
Apple
The Walt Disney Co
Amazon.com
Microsoft
Exxon Mobil

Most Requested Fund Quotes
Vanguard Dividend Growth Inv
Vanguard 500 Index Admiral
T. Rowe Price Blue Chip Growth
Fidelity 500 Index
Vanguard Total Stock Mkt Inx Adm

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