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Financial Advice

Weekly Wrap: Top 5 Financial Innovations, Climate Crisis, and Dangerous Trading Behavior

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

Editor's Picks

Markets Brief: As Q3 Winds Down, the Stock Market Bounce Is History As recession fears grow, stocks slide, with retailers and energy stocks facing new pressure.

The Thrill of the Trade Why we speculate, and how to do it safely.

Annuities Are Not Alchemy But they can be good medicine for some investors.

Growth Bias Has Hurt Sustainable Equity Funds This Year For ESG investors, energy underweighting is not as big a factor.

When's the Best Time for a Roth IRA Conversion? We look at Netflix stock as the streaming pioneer prepares to launch an ad-supported plan, and how smartphone investing could hurt portfolio performance.

The 5 Best Financial Innovations—Ever No, bitcoin does not make the cut.

Portfolio Planning and Personal Finance With Christine Benz

Is Your Portfolio Ready for (More) Rising Interest Rates? With rates on the move, here's how to assess your stock, bond, and cash holdings.

Can You Save Too Much in a Health Savings Account? Even savers whose assets exceed their healthcare expenses have some escape hatches.

Is the Time Right for Roth Conversions? Maria Bruno of Vanguard discusses the advantages and tax implications of converting a traditional IRA to a Roth.

Mutual Funds and Exchange-Traded Funds

Why 2022 Has Been Such a Terrible Year for Bond Funds This could become bond funds' worst year on record.

Vanguard Total World Stock ETF May Be the Only Fund You Need This top-rated ETF provides access to the global stock market in one low-cost package.

How to Discover Stocks With Sturdy Dividends A closer look at balancing dividend durability and yield.

Target-Date Retirement Funds in 4 Charts Navigating retirement involves a host of problems. These funds present a range of solutions.


Workday: Stock of the Week After rapidly gaining market share by doing one thing really well, Workday is now also looking to grow from within its market.

6 Undervalued Stocks With Low Beta Berkshire Hathaway and Verizon are among the low-volatility stocks that trade at a discount.

10 Undervalued Wide-Moat Stocks These cheap high-quality stocks from the Morningstar Wide Moat Focus Index are attractive for long-term investors.

5 Reasons Stocks Hit New Lows And why the outlook looks rough from here.

Rekenthaler Report

Have Stocks Become Cheap? Well, it depends.

Advisor Insights

How to Talk to Your Clients About Inflation Those who can ride out the tough times should be rewarded.

How to Disclaim an Inherited IRA It's a useful tool in some situations, but not an easy cure-all.

The Long View Podcast

Is the Time Right for Roth Conversions? A retirement and tax expert shares his insights into the benefits and dangers retirees will face when considering conversions.

David John: Improving the Retirement System The retirement expert and author discusses expanding retirement-savings opportunities for low- and middle-income workers, the benefits of employer-sponsored emergency funds, and the challenges of decumulation.

Sustainability Matters

ESG Reporting: Don't Expect a Single Global Standard Anytime Soon The latest proposed climate and sustainability standards highlight the obstacles to achieving global consistency.

3 Fund Firms That Fall Short of ESG Best Practices A peek behind the curtain of the Morningstar ESG Commitment Level.

How the Russia-Ukraine Conflict Is Changing the Game in Carbon Markets Two key economic forces should dictate how carbon credit prices move in the short term.

Most Requested Stock Quotes

Apple Microsoft Amazon Meta Platforms Inc Class A Berkshire Hathaway Inc Class B

Most Requested Fund Quotes

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

Most Requested ETF Quotes

SPDR S&P 500 ETF Trust Schwab U.S. Dividend Equity ETF Vanguard Total World Stock ETF Vanguard S&P 500 ETF Vanguard Total Stock Market ETF

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