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Weekly Wrap: Funds for Dividend-Seekers and Steps for Rebalancing in Retirement Plans

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 4 Funds and ETFs with Tantalizing Dividend Yields It has been a tough year for dividend-seekers, but these funds balance high payouts with volatility control.

Utility Dividend Leaders and Laggards In a post-pandemic world, most utilities' dividends offer investors an attractive income alternative.

Do 401(k) Plans Still Make Sense? Yes, but perhaps the system requires additional support.

How to Create Cash Flows in Retirement Six key steps for incorporating rebalancing into your retirement plan.

The Model Portfolio Landscape in 5 Charts What to know about the rapidly growing list of third-party model portfolios advisors have to choose from.

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.

Portfolio Planning and Personal Finance With Christine Benz 3 Excellent Dividend Growth Funds and ETFs Dividend-growth strategies tend to hold up well on the downside--an important attraction in 2020's volatile market.

RMDs Are On Hold for 2020. Now What? How to decide whether you still want to take them.

Is the 60/40 Portfolio Dead? Reports of the strategy's demise are greatly exaggerated.

Mutual Funds and Exchange-Traded Funds How Risky Is Risky in World-Bond Funds? Our FIEA tool allows you to dissect funds in multiple ways, offering an eye-opening look under the hood.

Keeping Up With Momentum Investing We explain what it is and share one of our favorites.

Putting the Olympics on Hold Isn't Keeping ETF Investors From Going for Gold Gold ETFs stood atop the podium in July.

3 Equity Funds to Watch: The Latest Additions to Morningstar's Prospects List Get to know some equity funds and fund managers that have impressed our analysts this year.

Value Investing Revisited The methods may need fine-tuning, but fundamentals still drive returns.

4 Good Funds With Big Outflows Investors are throwing these funds overboard. Should they?

Stocks 4 Stocks With Healthy Dividend Growth Potential These utilities feature low payout ratios, solid investment opportunities, and constructive regulatory environments--though they're not cheap.

Innovation Supports Growth at Big Pharma/Big Biotech Companies Moats and returns on invested capital look stable for companies with a solid list of pipeline drugs.

4 Stocks With Sluggish Dividend Growth Potential These utilities will struggle to increase their dividends.

Investing in Travel in Uncertain Times Demand has been hindered but not permanently impaired by COVID-19.

Stock Analyst Updates Disney Posts Mixed Q3 Due to Coronavirus; Mulan to PVOD Despite a COVID-19-related revenue drop, the long-term outlook is positive as Disney continues to expand its direct relationships with consumers around the world. We maintain our wide moat and our $127 fair value estimate.

Favorable Tax Developments Boost CVS Outlook We continue to view shares as undervalued for the narrow-moat company.

Uber's Delivery Demand Stays Strong, Mobility Suffers We are maintaining our fair value estimate for the narrow-moat company and view shares as attractive.

Rekenthaler Report Value Investing: When History May Not Be Enough Might this time be different?

The Long View Burton Malkiel: 'I Am Not a Big Fan of ESG Investing' The influential author and researcher shares his views on retirement income, asset allocation, equity valuations, whether indexing has gotten too big, and more.

Sustainability Matters 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.

Commentary Insights From Michelle Singletary: Diversity in Financial Services "When you have a society where the wealth gap is so huge, we have a situation like we have now where when those folks fall, it brings all of us down, and we don't want that. There is enough for everybody," writes The Washington Post columnist.

Sequence of Returns: What It Means and How to Deal The order of when things happen can be your friend or foe.

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

Most Requested Stock Quotes Apple Microsoft Intel Amazon.com Exxon Mobil

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

Most Requested ETF Quotes Invesco QQQ Trust ARK Innovation ETF SPDR S&P 500 ETF Vanguard High Dividend Yield ETF Vanguard Dividend Appreciation ETF

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About the Author

Carole Hodorowicz

Audience Engagement Editor
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Carole Hodorowicz is an audience engagement editor for Morningstar.com. Focusing on the individual investor audience, she manages content, creates explainer videos, and writes articles about different topics in finance for beginners.

Hodorowicz joined Morningstar in 2015 as a customer support representative for Morningstar Office before moving into an editorial role.

Hodorowicz holds a bachelor’s degree in journalism from Eastern Illinois University.

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