Weekly Wrap: The Pandemic's Impact on Retirement Security and ESG Interest
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.|
The Coronavirus Pandemic and Retirement Security
Why retiring early in the face of COVID-19 may spell bad news for your plan.
Turning 401(k) Plans Into Lifetime Investments
The Department of Labor lays the groundwork.
One More Potential Reason to Invest Abroad
Foreign companies tend to have less debt than their U.S. counterparts.
The Best Value Funds
These value-focused mutual funds and ETFs all earn Morningstar Analyst Ratings of Silver or better.
Why Young Investors Shouldn't Dabble in Stocks
New investors can avoid pitfalls with the right tools.
Can Interest in ESG Investing Hold Up During a Pandemic?
Morningstar's latest behavioral research shows that interest in sustainable investing persists despite the coronavirus.
Portfolio Planning and Personal Finance With Christine Benz
When Risk Gets Personal
Your personal experiences have likely had a big influence on how risk-averse or -tolerant you are.
75 Must-Know Statistics About Women and Retirement
In honor of Equal Pay Day, we look at some of that data that paint a troubling picture about the state of women's retirement preparedness.
5 Steps Women Can Take to Improve Their Retirement Readiness
The data are sobering about women's retirement preparedness, but being pre-emptive can help stave off a shortfall.
The Keys to Financial Success Are Incredibly Mundane (Sorry!)
Stop looking for investment alchemy; it's the boring stuff that really matters.
Mutual Funds and Exchange-Traded Funds
When Your Fund's Return Doesn't Match Your Earnings
What does it mean, and how can it be avoided?
How Do Investor Returns Stack Up Against Total Returns?
We found the results fund investors have experienced in dollar terms were within close range of reported total returns overall.
Value in Disguise
Fundamental weighting doesn't explicitly target value stocks, but it can deliver similar exposure to traditional value index funds.
A Solid Choice for Income Seekers
Silver-rated Columbia Dividend Income boasts stable leadership and a well-defined approach with staying power.
A Broadly Diversified Gold Medalist
A best-in-class expense ratio and low turnover help this large-growth ETF stand out in a crowded, competitive category.
A Fine Inflation Hedge From Vanguard
An experienced manager and low costs make Vanguard Inflation-Protected Securities a solid choice for inflation protection.
It's Not the 2008 Global Recession All Over Again
Risks are far lower than during the last U.S. financial crisis, despite COVID-19's impact.
Where to Invest for Income
A raft of companies have cut their dividends this year, leaving income investors concerned. But Morningstar's Dan Lefkovitz says there are still plenty of options out there.
Pandemic and Demographic Shift May Slow Apartment Growth
We've reduced our outlook, but attractive values remain.
The Market's Too Cautious on DuPont and Corteva
We think investors' fears about liability issues are overblown.
Stock Analyst Updates
Salesforce Brings Home Epic Quarter; FVE Up to $253
Based on strong results and guidance we are substantially raising our fair value estimate to $253 per share from $202 for wide-moat Salesforce. That said, like many software stocks, shares of Salesforce have run, and we view them as approximately fairly valued.
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
Steve Romick: 'We Think Defensively'
The longtime manager of FPA Crescent Fund talks balancing risk and reward in the COVID-era, why he's not holding even more cash, the case for Wells Fargo, and more.
Is Recency Bias Swaying Your Investing Decisions?
How memories of market crashes could be clouding your judgment now.
How Statistical Discrimination May Be Costing Your Practice
Falling victim to statistical discrimination may be hurting your bottom line and steering clients away.
Busting the Myth That Active Funds Do Better in Difficult Markets
Investors should focus on the long-term signals, pick their spots, and keep a close eye on costs, based on analysis from Morningstar's midyear Active/Passive Barometer.
Coronavirus Recovery: A Tale of Two Markets
The U.S. and Canada show the different impacts of market concentration.