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Financial Advice

Weekly Wrap: Happy Open Enrollment Season, and a List of Great Funds

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

Editor’s Picks

A Checklist for Open Enrollment Season

If you’re signing up for employer-provided benefits, don’t just re-up for last year’s choices.

Why Bonds Should Still Play a Role in Your Portfolio

Even during periods of rising interest rates, they can still help control risk.

Recognizing Dark Patterns in Finance

The sinister side of behavioral science in product design.

Financial Fraud Is Real—Here’s How to Protect Your Money

Watch out for these red flags.

Sustainable-Investing Pioneer: Watch Out for Corporate Political Spending

Tim Smith, senior ESG advisor at Boston Trust Walden, reflects on why this spending is important and how investors can take action.

Are Target-Date Funds Any Good?

Research shows they could work better for retirement savers.

Portfolio Planning and Personal Finance With Christine Benz

How to Make Your Cash Work Harder as Interest Rates Rise

And where not to go.

25 Top Picks for Tax-Efficient ETFs and Mutual Funds

These funds can help manage your tax-cost ratio while providing stock and bond exposure.

Mutual Funds and Exchange-Traded Funds

The Thrilling 31: A List of Great Funds

A few screens will shrink the fund world down to a manageable number.

Why Preferred Stock Funds Are Looking Attractive for Income Investors

These dividend-paying stocks top yields on bonds, but also come with risks.

3 Great Small-Value Funds

Invest on the opposite side of the spectrum from FAANGs.

What’s Next for the Relationship Between Stocks and Bonds

Can you still count on your core bond allocation to be a ballast?

6 Bond Funds for Navigating Inflation

Investors shouldn’t take inflation lying down.


Rakuten: Stock of the Week

The company is beginning to reap the rewards of its consumer web in recent years.

3 Top Stocks for Q4 2022

These cheap stocks are trading at significant discounts to what we think they’re worth.

Are the Dividends of Biopharma Stocks at Risk?

This episode of Dividend-Stock Deep Dive explores what effect the Inflation Reduction Act may have on drug makers.

Is BlackRock Stock a Buy or Sell?

We cut our fair value estimate for the stock, but it remains a top pick today, says Morningstar’s analyst.

Is It Time to Buy Mega-Cap Stocks?

Many mega-cap stocks have been woeful underperformers this year. Here are a few we like today.

Rekenthaler Report

The Best (and Worst) Mutual Fund Innovations

Ideas that have withstood the test of time—and that have failed it.

Sustainability Matters

3 Sustainability Issues Facing Software, Social, and Search

Companies with economic moats are best placed to minimize the financial impact of ESG risks.

Advisor Insights

How to Get Money Into a Roth IRA

Use this checklist to find the method that will work for your client.

Market Update

Markets Brief: What Investors Should Watch for in the September Jobs Report

Stocks kick off Q4 in a slump, waiting for the next batch of economic news for direction.

What Tesla Stock’s 50% Decline Means for the Market

Tesla’s size, wide price swings, and rabid fanbase give the company an outsize impact on many investors’ portfolios.

TINA is Dead: Why That’s Big News for Investors

Thanks to rising bond yields, the era of `There Is No Alternative’ besides stocks for income is finally over.

The Long View Podcast

Vanguard’s Bogle Still Knows Best

Author of ‘Shut Up and Keep Talking’ tells you who to trust when investing.

Dana Anspach: How to Build an All-Weather Retirement Plan

A noted financial advisor shares how she helps clients manage sequence risk, high inflation, and the wild card of long-term care.


U.S. Fund Flows: Investors Pull Back in September

Tumbling equity markets and declining bond prices drove some investors to the exits.

Most Requested Stock Quotes




The Walt Disney Co

Most Requested Fund Quotes

Vanguard 500 Index Admiral

Fidelity 500 Index

Dodge & Cox Stock

Dodge & Cox Income I

T. Rowe Price Capital Appreciation

Most Requested ETF Quotes

SPDR S&P 500 ETF Trust

Schwab U.S. Dividend Equity ETF

Vanguard S&P 500 ETF

Vanguard Total Stock Market 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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