Weekly Wrap: Stocks Begin to Rally and ESG Enters the Mainstream
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.|
When IRA Conversions Don't Add Up
There's a lot lining up in favor of IRA conversions right now, but watch out for unintended consequences.
10 Undervalued Stocks With Momentum
These quality stocks have gained more than 15% in the last three months yet still look undervalued to us.
How Vanguard, Fidelity, and Others Embrace ESG Investing
Sustainable investing strategies have gone mainstream; here's how some of the best money managers are doing it.
Following the Rally, Stock Market No Longer Undervalued
Easy returns have been made; the focus now turns to selecting specific undervalued stocks.
If You Are Not Already an ESG Investor, You Probably Will Be
The up-and-coming fiduciary standard.
A 13% Yield: What Could Go Wrong?
There’s not much to like when it comes to structured notes.
Portfolio Planning and Personal Finance With Christine Benz
Crisis Makes Estate Planning More Urgent
Christine Benz outlines must-have documents for your estate plan.
Retirees: If You Love Income, You Should Love Cash Flow Even More
You diversify your investments; why wouldn’t you diversify how you source your in-retirement living expenses?
Mutual Funds and Exchange-Traded Funds
Why Pimco Income Remains Among the Best
This multisector bond fund is still a top choice for income-seekers.
Does Your State's 529 Plan Pay for Itself?
For some college savers, state tax incentives might outweigh their investment fees.
How to Play Defense Against the Bears
Russ Kinnel examined recent bear markets to glean information for future upheavals.
ETF Flows Do the Safety Dance in May
A look at recent market performance, asset flows, and valuations through an ETF lens.
3 Things About ESG Investing We Can All Agree On
ESG doesn't have to be a divisive topic.
Coronavirus Clips Crane's Wings, but Sell-Off Is Overdone
We think the shares trade with an adequate margin of safety for long-term investors.
Coronavirus Poses Risk for P&C Insurers but Also Opportunity
Losses look manageable, and this could be a good time to buy.
Currency Hedging: Fine for Bonds, Not for Stocks
The currency headwinds for unhedged equity exposure won't continue forever.
Our Ultimate Stock-Pickers' Top 10 Buys and Sells
Nine of the top 10 conviction purchases are undervalued.
Does the Case for Stocks Still Stand?
Market crashes damp--but don’t eliminate--the long-term appeal of stocks.
Where to Find Dividends Now
Searching for yield in a pandemic-stricken landscape is tricky but worthwhile.
Cognizant Has Long-Term Potential
2020 will be tough, but margins are set to expand.
Dividend Cuts Build, Hitting Small Caps, but Medalist Dividend Funds Weather the Storm
A look at the U.S. market and some Morningstar Medalists whose payouts have taken a hit.
Even More on the Troubling Framework of the Retirement Plan Industry
Contributor Scott Simon wraps up his series on the ways insurance company recordkeepers can undermine a plan sponsor’s best intentions.
The Long View
Tanja Hester: The Pandemic Will Stoke Interest in Early Retirement
A leading voice in the 'financial independence, retire early' movement reflects on the path she’s taken to achieving a 'work optional' life.
Dispatches From Generation Z
Our generation Z research offers a glimpse into the saving and investing perspectives of the newest crop of professionals.
What Is Proxy Voting and Why You Should Care
You are a shareholder of the companies in your portfolio, and proxy voting is the way for you to have a say.