6 Things To Know About Stock Market Crashes and Downturns The regularity of market crashes and declines is a reminder that patience is key to investing in equity markets. 6 Questions to Ask Before Hiring a Robo-Advisor For many, digital investment advice is a fine low-cost alternative to traditional advisors. Here's how to tell if it's a good choice for you. The Financial Health of Medicare and Social Security: A Closer Look The short-term outlook for these programs has improved, but challenges and uncertainties loom. Investing as a Lifestyle Choice Will today's investment trends survive the bear market? 5 Things to Do During a Bear Market Rebalancing, tax-loss selling, and buying on the dip are among the productive moves to consider. Pension Funds Forge Ahead With Sustainable Investing, Despite Politicization in U.S. Asset owners see ESG as "a core element of investing rather than a specialist niche," Morningstar study says.
Portfolio Planning and Personal Finance With Christine Benz
The Time Is Right for Aftertax 401(k) Contributions In-plan conversions are a no-brainer for heavy savers who have access to them.
Mutual Funds and Exchange-Traded Funds
Alternatives Finally Bear Fruit--but Take Care Before allocating, investors must be clear about what they're buying. Beware Thematic Funds' Siren Song These funds' popularity has surged, but are they just a passing fad? The Best Model Portfolios How have our picks performed, and did the ratings matter? Why Vanguard Dividend Appreciation ETF Is Attractive Today This exchange-traded fund favors high-quality and financially sound dividend-growth stocks that can weather economic uncertainty. Help Morningstar Name Its Allocation Categories Changes to the allocation categories mean new names are in order.
These 5 Semiconductor Suppliers Are Undervalued Shares of microchip-parts suppliers, including Teradyne and ASML, are available at steep discounts, and the companies are poised for long-term profits. Your Value Fund Might Be Buying Meta and Netflix Stock Former growth-stock darlings are now landing in the value stock bucket. Are Bank Stocks Undervalued? Valuations are now closing in on recession average lows for JPMorgan, Bank of America and other high-quality bank stocks. 10 Undervalued Wide-Moat Stocks The cheapest stocks in the Morningstar Wide Moat Focus Index—plus stocks the index has recently added and dropped. Top Stock Picks Among Lithium Producers A higher price forecast for the metal boosts our valuations for the stocks. The 10 Best Companies to Invest in Now The undervalued stocks of high-quality companies are compelling investments today. How Much Worse Can It Get for Growth Stocks? Value outperforms by the widest margin since the dot.com bubble collapse as growth stocks suffer their worst losses since 2008.
Are the Stocks of Stadium Sponsors Cursed? Testing a widely held belief.
The Long View Podcast
Are Annuities More Efficient Than Bonds? Financial expert David Lau discusses how annuities could lead to higher returns in retirement. Ilyce Glink: The State of the U.S. Residential Real Estate Market The real estate expert and author discusses what's happening in the housing market, her thoughts on real estate as an investment, and tips for prospective homebuyers.