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Financial Advice

Morningstar Moments: 3 Things You May Have Missed

Our analysts talked about Biden's tax proposal, disruptive technology, and financial advice.

Carole Hodorowicz

Jun 25, 2021

Here are the major market moments our analysts have been talking about.

1) Taking a Closer Look at the Fine Print https://twitter.com/LauricellaTom/status/1407308979525586944 Following the word of President Joe Biden's corporate tax proposal, high-income taxpayers started worrying. It has yet to pass, so there is still some time--right? Actually, the effective date may have already passed. How is this possible? Sheryl Rowling gives us some context and shares some tips for advisors with clients who find themselves in this boat.

2) With Great Risk Comes the Potential of Higher-Than-Average Returns https://twitter.com/MstarMarkets/status/1405925451520950279 Disruptive technology stocks require a lot of patience, writes Dave Sekera. Why? Between the heightened volatility and high degree of risk, these stocks are not for just any investor. Find out if disruptive technology stocks are the right fit for you and your portfolio.

3) Avoid a Mix-Up

Financial advice and investment advice are not the same--especially for investors who are in their early days of accumulating wealth.

encourages investors to look at the bigger picture before they open up their wallets.

Stay in the loop with @MorningstarInc and our analysts: Tom Lauricella, editor for Morningstar Direct: @LauricellaTom Dave Sekera, chief U.S. market strategist: @MstarMarkets Ben Johnson, director of global ETF research: @MstarETFUS

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