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Financial Advice

Weekly Wrap: The 2022 Elections, COP27, and How to Make Over Your Portfolio

We recap the week and note the most popular stocks, funds, and exchange-traded funds.

Editor’s Picks

Morningstar’s 2022 Portfolio Makeover Week

Christine Benz helps investors check their progress, assess allocations, uncover portfolio gaps and overlap, and upgrade their holdings. Plus: A special Portfolio Makeover Week webcast.

How to Invest Like Warren Buffett

Delve into Warren Buffett’s investment strategy.

4 Steps to Building a Sustainable Portfolio

Here’s how to build a portfolio that fits your sustainability goals and interests, such as climate change.

Hate Budgeting? Try Rethinking It.

How the ‘wants versus needs’ trope fails, and what to do instead.

Social Security Benefits’ 2023 COLA: Is It Enough?

The 8.7% cost-of-living adjustment next year is historic, but more needs to be done to improve retirement security.

Government Debt and Inflation

Taking the global perspective.

Portfolio Planning and Personal Finance With Christine Benz

Getting a Second Opinion on Retirement Readiness

As their retirement date draws close, a married couple seeks a second opinion on their portfolio, their plan, and their anticipated in-retirement spending.

Late-Start Couple Turbocharges Retirement Savings

As part of our annual Portfolio Makeover series, we help a midcareer couple optimize their retirement portfolio to emphasize ESG.

Save the Date for the 2022 Portfolio Makeover Week Webcast

Watch Christine Benz’s webcast on Nov. 9 at noon Central time.

How a New Retiree Can Confront Market Turbulence

A 72-year-old retired engineer seeks a review of her withdrawal rate and her portfolio positioning.

Positioning a Portfolio in Early Retirement

A frugal couple assesses their portfolio in the midst of volatility and a transition to true retirement.

Mutual Funds and Exchange-Traded Funds

Mutual Funds Have a TikTok Problem

Valuations of parent company ByteDance don’t match market reality.

12 Top-Performing Bond Funds With High Yields

With bond yields at their best levels in years, a look at what some Morningstar Medalist funds have to offer investors.

Why Dodge & Cox Income Fund Is Tough to Beat

This top-rated bond fund has outperformed most others during the past decade. Here’s how.

What a Strong Dollar Means for U.S. Stock ETFs

Trends for identifying and managing overlooked exchange-rate risk in domestic funds.

Which Fund Companies Are Getting Upgraded?

A look at how the trends over the past 12 months have affected Fidelity, Vanguard, and more.

4 Stock Funds Where Talent Tops Mediocre Processes

These above-average teams make up for weakness in other areas.


3 Dividend Stocks for November 2022

These companies with Morningstar Economic Moat Ratings of wide and narrow are popular with income investors.

Netflix: Stock of the Week

There will be competition for the narrow-moat entertainment company.

3 Cheap Stocks for Patient Investors

We trimmed our fair value estimates on these stocks, but we think they remain compelling ideas for long-term investors.

How Twitter Stock Investors Got Lucky

3 Lessons for investors from Elon Musk’s bid and the Twitter soap opera.

10 Cheap Stocks With Safe Dividends

These stocks in the Morningstar Dividend Yield Focus Index look undervalued today.

5 Undervalued Stocks—Even After Fair Value Estimate Cuts

While near-term pressures weigh on these stocks, analysts think they have major upside.

Are Bonds a Better Bet Than Stocks Right Now?

Morningstar Investment Management’s Marta Norton lays out the changing calculus for investing across the markets.

Utilities Are Finally Cheap Again

We see several buying opportunities but also some warning signs.

Rekenthaler Report

The Upside of Losing

One step backward, two steps forward?

Advisor Insights

Advisors, Help Your Clients Avoid This Nasty Year-End Tax Surprise

Capital gains distributions are coming, but clients can avoid them.

Creating an Environment Where Clients Feel Safe

Advisor Zaneilia Harris offers her own experiences to gain clients’ trust.

Sustainability Matters

Climate Change Sharpens Investor Focus on Water Risks

As COP27 discussions start, expect asset managers to consider climate and water-related risks in tandem.

10 Reasons Why ESG Won’t Be Stopped

Although demonized, ESG and sustainable investing will survive the backlash.


The SEC’s Proposal Is a Good First Step for ESG Disclosures

Investors could soon have access to more information about how investment managers incorporate sustainability considerations.

Market Update

Markets Brief: Why October CPI Report Forecasts Have Fed Policy Hanging in the Balance

Software stocks slump as investors wrestle with Fed outlook.

The Long View Podcast

Don’t Let Your Expectations Grow Faster Than Your Income

Award winning author of ‘The Psychology of Money,’ Morgan Housel, discusses how ‘money is a window into how people think about risk, reward, greed, and fear.’

Roger Whitney: ‘Retirement Planning Is Not Financial Planning’

A financial planner and podcaster on what the current market environment means for retirement portfolio planning and the key contributors to success later in life.


Apple Stock Versus Microsoft Stock: Which Is the Better Buy Now?

Both companies are facing macroeconomic pressures. But one of these stocks is still attractive today.

Will FTX’s Collapse Prove to Be the Big One?

Crypto has experienced blowups before, but none have rocked confidence in the markets quite like this.

Most Requested Stock Quotes

The Walt Disney Co




Most Requested Fund Quotes

Dodge & Cox Income I

Vanguard Dividend Growth

Dodge & Cox Stock

Fidelity 500 Index

Vanguard 500 Index Admiral

Most Requested ETF Quotes

Schwab U.S. Dividend Equity ETF

SPDR S&P 500 ETF Trust

Vanguard S&P 500 ETF

Vanguard High Dividend Yield ETF

Invesco QQQ Trust

The author or authors do not own shares in any securities mentioned in this article. Find out about Morningstar’s editorial policies.

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