Weekly Wrap: The Market, Yields, and 401(k)s
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.|
A Star From the Previous Bear Market Is Struggling in This One
Market history doesn't repeat itself, but it rhymes.
The Stock Market Is Not the Economy
What’s more, the two are drifting even further apart.
What Ultralow Yields Mean for Your Financial and Retirement Plan
With cash and bond yields so low, the "safe" return of other nonportfolio assets is even more attractive.
Surprises From Berkshire's Annual Meeting
Morningstar's Gregg Warren discusses the meeting's cautious tone, Berkshire's lack of buying during the downturn, and unloading the airlines.
What Should I Do With My 401(k)?
Morningstar's experts provide answers to seven of the most frequently asked 401(k) questions today.
How Will the Global Downturn Impact Your Portfolio?
Investors should consider the interconnections between markets.
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.
4 Common Money Questions, Answered
Morningstar director of personal finance Christine Benz addresses money concerns that are top-of-mind for investors of all life stages.
Is Delaying Social Security Still Smart?
How volatile markets and concerns over the program's finances should affect claiming decisions for pre-retirees and early retirees.
Mutual Funds and Exchange-Traded Funds
4 Pain Points for Liquid Alternatives in 2020's First Quarter
Large losses highlight that these strategies aren't immune to market shocks.
Looking Back at April Through an ETF Lens
Global markets picked themselves up off the mat last month.
This Vanguard Dividend Fund Still Solid Despite Downgrade
Silver-rated Vanguard Dividend Appreciation provides investors with a diversified portfolio of highly profitable U.S. dividend-paying stocks.
State Street Global Advisors Continues to Make Steady Progress
The firm is executing its new strategy and delivering for investors.
Digital Realty Is Our New Favorite Data Center
It's the first one we'd look to in another market sell-off.
Antitrust Flexes Its Anti-Big-Tech Muscle
But excessive actions are unlikely to significantly harm Alphabet or Facebook.
Is Remdesivir-Maker Gilead Sciences a 'Buy'?
We take a closer look at the potential impact of remdesivir's nearly certain approval on our valuation model for Gilead.
Off-Price Retailers Fall Victim to COVID-19, but Long-Term Prognosis Good
Chains' recovery will eventually come; in the meantime, check out the full-price sale.
Stock Analyst Updates
Berkshire Meeting Takeaway: Taking Extreme Caution
This wide-moat's firm annual meeting reminded us to take caution and preserve cash.
Exxon Takes Hit on Noncash Charges, Worst Still to Come
After a drop in earnings in the first quarter, we view this narrow-moat firm's shares as appealing.
Disney Suspends Dividend Due to COVID-19
We are maintaining our wide moat and our fair value estimate.
CVS Maintains 2020 Bottom-Line Outlook Despite COVID-19
We view shares of this narrow-moat firm as significantly undervalued.
GM Fights Off Coronavirus Impact to Stay Profitable
Despite a major hit in the first quarter, we are not changing our fair value estimate for the no-moat firm.
We Lower Our Cruise Company Moats From Narrow to None
We also lowered our fair value estimates for these companies and see their competitive advantages waning from the impact of COVID-19.
Strong Results for Bristol, Buoyed by COVID-19 Stocking
We continue to view the wide-moat company as fairly valued, with the market appropriately appreciating the heavy patent losses over the next five years.
Raising Our Fair Value Estimate for Uber
Significant rides segment hits more than offset by growth in the firm's eats business.
Rebalancing: A Practical Lesson
Let's take one more look at the "gold shares or bullion" question.
A New Role for Advisors: Helping Clients Find Financial Aid
Ways to guide your clients through this market.
Avoid the Temptation to Invest Through the Rearview Mirror
Prepare your portfolio for your future goals instead of relying on past results.
Topsy-Turvy: How to React if Your Fund’s Rankings Went Upside Down This Quarter
Will the bear market keep pawing at your long-term returns?
The Long View
Moshe Milevsky: How to Lower Retirement Risk at a Turbulent Time
A pioneering researcher on the role of human capital in financial planning, the importance of biological age to retirement planning, the role of annuities and tontines in hedging longevity risk, and more.
ESG Risk Comes Into Focus
Companies focus on their ESG risks to build profitability for the long term.
ESG Investing Comes of Age
How religious conviction and changing public sentiment led to the rise of investing for values and what companies have done to keep up.
Why We Incorporated ESG Into Our Practice
We think clients are better off holding sustainable funds to guard against risks.
The Short Answer
Interested in Sustainable Investing? Here's What You Need to Know About Sustainable Funds
How to tell different ESG factors apart in your investing decisions.
What Separated the Winners and Losers in the Bond Fund Whipsaw?
We dig deep into five categories.
What Are Retirement Income Funds? Do You Need One?
Converting your savings to a paycheck in retirement is harder than you might think.
We Can Be Certain About One Thing: Uncertainty
During times of market volatility, investing behavior can be affected by stress and anxiety.