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Financial Advice

Weekly Wrap: Portfolio Overhauls, U.S. Equity Fund Managers, and 2022 Proxy Season

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

Editor's Picks

What Student Loan Forgiveness Means for Your Finances It's a good time to take a fresh look at your complete financial picture if part of your debt will go away. Future Proof: Will the 'Wealth Festival' Live Up to the Hype? Amid the music and wine tastings, promising panels offer insights into ESG, proxy voting, direct indexing, and more. What Is Financial Psychology? When it comes to money, we've all got issues. Good Reasons to Overhaul Your Portfolio Does your portfolio need a makeover? Here's how to find out. Why Are U.S. Equity-Fund Managers Performing Worse? In theory, their odds should be improving. While Criticizing ESG Investing, Florida, Texas Public Pensions Have Overwhelmingly Supported ESG Resolutions, Morningstar Study Says Florida also supported ESG in 2022 proxy season, analyst says.

Portfolio Planning and Personal Finance With Christine Benz

A Retirement Readiness Checklist Evaluating your retirement plan can be more manageable if you break it into smaller steps.

Mutual Funds and Exchange-Traded Funds

A Fixed-Income Fund's Cautionary Tale This aggressive mortgage fund's losses can teach investors about the role of bonds in a portfolio. A Better Way to Make Short-Term Bets Success requires following a set of rules over a long period. New 401(k) Lawsuits Go Too Far If successful, performance-chasing could be the hot new trend in 401(k) lineups.


3 Dividend Stocks for September 2022 A look at the dividend prospects of three stocks that are popular with income investors. Moderna: Stock of the Week Why "the software of life" is worth suing for. Equities Start Month in Deeply Undervalued Territory After Latest Pullback We expect sluggish economic growth and low inflation to provide the Fed with enough room to begin loosening monetary policy. Recovering Ride-Hailing Demand Should Benefit Lyft and Uber Stock Morningstar's analyst says both stocks are undervalued, although one is favored. 2 Stocks for Rising Interest Rates These investment-services firms are likely to benefit from higher rates.

Rekenthaler Report

Which Inflation Hedges Have Worked? And which have not.

The Long View Podcast

Why All Adults Need an Estate, Long-Term-Care Plan Award-winning personal finance journalist tells you what you need to know about planning for late-in-life expenses. Sarah Ketterer: 'Forget Value, Think Valuation' The manager of Causeway International Value Fund discusses women in investing, value traps, whether active management has gotten tougher, and more.

Sustainability Matters

3 ESG Firms Leading the Way to a More Sustainable Future A peek behind the curtain of the Morningstar ESG Commitment Level. Defenders of ESG Go on the Offensive Plus, a trip to Bizarro ESG World.

Most Requested Stock Quotes

Apple Microsoft Nvidia Intel

Most Requested Fund Quotes

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

Most Requested ETF Quotes

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

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