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Financial Advice

Weekly Wrap: Buffer Funds, Financial Shocks, and Outperforming ETFs in 2022

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

Editor’s Picks

Why Buffer Funds Haven’t Escaped the Bear Market

This year’s brutal market has tested their downside protection.

A Harder Landing for the U.S. Economy Now Looks More Likely

Recession in 2023 now looks like a coin-flip probability as the Fed’s war against inflation continues to escalate.

How to Cope With Financial Shocks

Your toolkit for resilience in a worst-case scenario, like job loss.

An Action Plan for Long-Term Care

Many people put off creating a long-term-care plan. This step-by-step guide can help you get over inertia, dread, or both.

How to Find Impact Investments for Your Portfolio

These options are on the rise as individuals “want to connect to their investments more,” Morningstar analyst says.

When Inflation Surfaced, TIPS Flopped

This year’s surprise loser.

Portfolio Planning and Personal Finance With Christine Benz

It’s Open Enrollment Season. Have You Taken a Good Look at an HSA?

For high-income investors who are maxing out other tax-sheltered accounts, the high-deductible healthcare plan/HSA combo is close to a no-brainer.

Is the Time Right for Annuities?

Rising interest rates have made some types of annuities more attractive. Here’s what to consider before purchasing.

Mutual Funds and Exchange-Traded Funds

Why Vanguard High Dividend Yield ETF Is Outperforming in 2022

Low costs and an emphasis on more profitable firms have given the ETF an edge over its peers.

The Best High-Quality Stock Funds

These top-rated mutual funds and ETFs favor wide-moat stocks—and are good investments for a recession.

Do Currency-Hedged ETFs Have Merit for the Long Term?

They’ve had a great run. But higher expected returns aren’t their main selling point.

Bond Ladder ETFs Can Help Investors Climb Higher

Putting money in ETFs with staggered maturities can preserve and even grow wealth in a rising interest-rate environment.


Mondelez: Stock of the Week

Packed with popular snack food brands, this company isn’t spooked by the competition.

Why Are Semiconductor Stocks Getting Crushed?

Multiple woes are hitting stocks in this key tech stock sector and the outlook is dim.

2 Cheap Defensive Stocks

Consumer defensive stocks have outperformed this year. These two still look undervalued to us.

3 Specialty Chemical Stocks to Buy Now

Where the market sees caution, Morningstar analyst Seth Goldstein sees opportunity.

Rekenthaler Report

Are Funds Still the Future?

Challenges from customized investments could overtake funds in the longer term.

Sustainability Matters

Why Product Safety Risk Matters for Stocks

Plane crashes and unsafe medicine are among key ESG governance risks for your investments.

Sustainable Fund Flows Shine Bright in a Dismal Third Quarter for U.S. Funds

This is a sharp contrast to the outflows of their nonsustainable peers.

Advisor Insights

A Closer Look at Direct Indexing

At the Future Proof conference, direct indexing was everywhere.

Market Update

Markets Brief: What to Watch as Big Tech Stocks Report Q3 Earnings This Week

Microsoft, Alphabet, Meta, Apple, and Amazon earnings could set the market’s tone.

Why Stock Multiples Say the Market Could Continue to Drop

History suggests the stock market’s current bottom would be `the most expensive bear-market low.’

What Could Midterm Elections Mean for the Stock Market?

Pay closer attention to economic and geopolitical catalysts than elections.

Investors Show Few Signs of Throwing in the Towel on Stocks

Stock fund managers have raised cash as investors put money to work, but investors are still choosing U.S. equity funds.

The Long View Podcast

Creating a Runway of Safe Assets for Retirement Spending

Founder and CEO of Sensible Money gives her advice on constructing a path to financial success.

Julien and Kiersten Saunders: ‘How Much Is Enough?’

The hosts of the rich & REGULAR podcast discuss their journey toward financial independence, the racial wealth gap, and getting off the social-media treadmill.

Most Requested Stock Quotes

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Most Requested Fund Quotes

Vanguard Dividend Growth Inv

Dodge & Cox Stock

Fidelity 500 Index

Vanguard 500 Index Admiral

T. Rowe Price Capital Appreciation

Most Requested ETF Quotes

Vanguard High Dividend Yield ETF

Schwab U.S. Dividend Equity ETF

SPDR S&P 500 ETF Trust

Vanguard S&P 500 ETF

Vanguard Dividend Appreciation ETF

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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