Weekly Wrap: Strategies for Adjusting Your Portfolio and Filing Taxes

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 Morningstar's Tax and IRA Guide Strategies and investment ideas for lessening the tax bite. A Midyear Portfolio Checkup in 7 Steps After the first-quarter market volatility, the time is right to see if any adjustments are in order. 33 Undervalued Stocks Here are our analysts' top ideas in each sector this quarter. Remember When High-Frequency Trading Was a Bad Thing? Nothing has changed, except that the controversy has vanished. Sharpening the Tools of the ESG Investor: Morningstar's View Improvements to ESG metrics and disclosures matter for all investors. How Simple Rules Can Beat the Market It all comes down to two well-known factors. Portfolio Planning and Personal Finance With Christine Benz 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's the Best Diversifier for Stocks? Treasuries have been effective ballast, but that's not certain to continue.

Mutual Funds and Exchange-Traded Funds International Equity Funds Bounced in Second Quarter The comeback was uneven, however. 3 Funds for the Dividend Investor Alex Bryan reveals some funds for dividend investing during volatility. Riskier Fixed-Income Sectors Bounce Back in the Second Quarter Decisive central bank action and investor optimism for a swift economic recovery spurred a titanic rally for riskier sectors in fixed-income markets. Corporate Bonds Stand Out in Second Quarter As the fears that drove credit spreads to their widest levels in 20 years failed to materialize, corporate credit spreads tightened meaningfully throughout the second quarter. This Dividend Strategy Emphasizes Shareholder-Friendly Companies Consistent dividend growth is key.

Stocks 3 Reasons Healthcare Is Showing Fit Performance And what we expect to see moving forward. Quarter-End Markets Summary: 6 Charts and Tables on the Q2 Rebound in Risk What to make of the April to June period. But the disruption caused by COVID-19 has little effect on the device industry's moats. Growth Parties Like It's 1999, but Don't Rule Out Value Morningstar style indexes reveal market divergence and opportunity. Energy Sees Boost in Second Quarter But first-quarter wallop still stings. Morningstar's Take on the Second Quarter Our analysis of the second quarter in stocks and funds. Pandemic-Focused Buyers Shaped Consumer Defensive's Quarter Here are two stocks that catch our eye. Interest in Americold Heats Up This REIT should be better insulated from the deleterious impacts of the COVID-19 pandemic. Q2 Saw Tech Turbulence as Workers Sheltered at Home What we expect from July. Coronavirus Hurts Digital Ads Less Than Expected The pandemic has pushed businesses to more rapidly start and complete their digital transformation.

Dividend Investors Look for Light in a Dim Year Finding undervalue stocks among challenged dividend-payers.

Stock Analyst Updates Berkshire Hathaway Adds to Energy Assets We do not expect to change our fair value estimate for the firm after its acquisition of Dominion Energy's gas operations. What Postmates Acquisition Means for Uber We think the deal could strengthen the firm's network effect moat source.

Rekenthaler Report Considering a Financial Transactions Tax If implemented properly, the duty could potentially help everyday investors.

Advisor Insights Treasury Issues Favorable CARES Guidance--With a Tight Deadline The generous and liberal interpretation of the act's provisions provide substantial flexibility and options to retirement-plan owners. The Long View Mary Beth Franklin: To Fix Social Security, 'Everybody Is Going to Have to Be Unhappy' The retirement columnist and Social Security guru discusses the pandemic's implications for retirement planning and how to ensure Social Security's solvency into the future. Sustainability Matters Sustainability Matters: Sustainable Stock Funds Held Their Own in Second-Quarter Rally They have significantly outperformed for the year to date.

Commentary Why Rebalancing (Almost Always) Pays Off This year's turbulent market was yet another reminder of the power of portfolio rebalancing for risk reduction.

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