Here are the major market moments our analysts have been talking about.
1) Unwrapping Active ETFs
If there's anything Ben Johnson wants investors to know about active ETFs, it's this: They are not a contradiction. With lower fees than mutual funds and tax efficiency, there is a lot to like about this strategy. However, like everything else, there are drawbacks. It never hurts to take a closer look beyond the surface.
2) How does Schwab Stack Up?
Next up on Amy C. Arnott's deep dive into donor-advised funds is Schwab Charitable Fund. With $17.1 billion in assets, it is the second-largest donor-advised fund in the United States. Here is what she dug up about its underlying investment options, administrative fees, and account minimums.
3) Is Everyone Born an Investor?
Short answer: No. Investing, especially effective investing, does not come naturally to everyone, writes Sarwari Das. While platforms like Robinhood have made it easier for anyone to start investing, they also have made it easier for individuals to make snap decisions and mistakes. How can investors spot and avoid these biases and traps?
Stay in the loop with @MorningstarInc and our analysts: Jeff Ptak, chief ratings officer: @syouth1 Christine Benz, director of personal finance: @christine_benz Samantha Lamas, behavioral researcher: @SamanthaLamas4