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Financial Advice

Weekly Wrap: Michael Kitces, Social Washing, and Why Bonds Should Still Play a Role in Your Portfolio

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

Editor's Picks

2 Sectors With The Largest Fair Value Increases Solar stocks get a boost from the Inflation Reduction Act. Increased demand benefits oil and gas drilling equipment suppliers.

Human Capital: Exploring the Intersection of Psychology and Finance Here's how psychological factors shape financial management.

TIPS Versus I Bonds I Bonds boast tax advantages, but purchase limits reduce appeal.

Why Bonds Should Still Play a Role in Your Portfolio Even during periods of rising interest rates, they can still help control risk.

How Advisors Can Help Clients Invest Sustainably Outside of 401(k)s Investors have more choices but face greater complexity.

Sequence Risk During Retirement What every retiree should understand.

Portfolio Planning and Personal Finance With Christine Benz

20 IRA Mistakes to Avoid From contributions to conversions to distributions, don't fall into these traps.

How to Use Forecasts of Stock and Bond Market Returns Our latest roundup suggests better days may be ahead for the markets.

Mutual Funds and Exchange-Traded Funds

3 Upgraded Funds for the Long Haul These funds earn Morningstar Analyst Ratings of Bronze or Silver.

A Fresh Look at Active Equity ETFs As more asset managers get into the active ETF game, here's a deeper dive into some of the traditional active equity players and their differences.


4 Stocks to Play the Shift in Consumer Spending These stocks should benefit from a return to prepandemic spending patterns.

Inoculated Against Uncertainty Big Biopharma can stand up against stiff macro headwinds.

These Wide-Moat Stocks Are Gaining Ground Quality stocks including Microsoft and Amazon have outperformed since the market low in June, but they're still undervalued.

There's a New Kid on the Fixed-Income Block Bail-in debt is quietly populating the global bond market and showing up in U.S. portfolios.

7 Undervalued Small- and Mid-Cap Quality Stocks Easily overlooked stocks like Bath & Body Works and Paramount have strong fundamentals and room to run.

6 More Stocks to Play the Shift in Consumer Spending These stocks should benefit from a return to our offices and public events.

Is Exxon Stock a Buy? Given market conditions, the company should be a winner, and Morningstar's analyst prefers it to Chevron.

Rekenthaler Report

Should Pension Funds Speculate in Cryptocurrency? The answer is less straightforward than it first appears.

The Long View Podcast

Michael Kitces: Does Portfolio Customization Pay Off? The financial advice guru discusses his time-management hacks, the benefits and limitations of direct indexing, and the myth of fee compression in the advice space.

Sustainability Matters

Construction-Related Stocks See Risks and Opportunities Amid Tightening Carbon Policies As the planet warms, decarbonizing of our buildings and infrastructure is coming into sharper focus.


Investing Won't Solve Your Money Problems Host of "Stacking Benjamins" shares why risk management is actually the solution.

What Are the Risks of Social Washing? Investors should push for greater disclosure about the management of social issues.

Bigger Is Not Better for This Boutique Fund Firm Nicholas Investment Partners remains firmly focused on smaller stocks.

Most Requested Stock Quotes

Apple Microsoft Corp Intel Corp Tesla Inc

Most Requested Fund Quotes

Vanguard Dividend Growth Inv Fidelity 500 Index Vanguard 500 Index Admiral Dodge & Cox Stock Vanguard Total Stock Mkt Idx Adm

Most Requested ETF Quotes

Schwab U.S. Dividend Equity ETF SPDR S&P 500 ETF Trust Vanguard S&P 500 ETF Vanguard Total Bond Market ETF Invesco QQQ Trust

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