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.
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.
Stocks
The company is beginning to reap the rewards of its consumer web in recent years.
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.
Commentary
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
Most Requested Fund Quotes
T. Rowe Price Capital Appreciation
Most Requested ETF Quotes
Schwab U.S. Dividend Equity 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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