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Weekly Wrap: 2020's Top HSA Providers and the Future of Financial Planning

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

Editor's note: Read the latest on how the coronavirus is rattling the markets and what investors can do to navigate it.

Editor's Picks What COVID-19 Means for the Future of Financial Planning It's time to rethink what our financial goals can and should look like.

The Top HSA Providers of 2020 Fidelity continues to stand out as the best HSA for investing and for spending.

Would a Financial Transaction Tax Affect Your 401(k)? The potential tax would raise revenue without explicitly raising tax rates for lower- and middle-income households.

There's More to Value Investing Than Low Prices Don't overlook profitability.

How Have U.S. Household Incomes Fared? Judging by the cold data, as opposed to hot air.

The Best Taxable-Bond Funds Here are the highest-rated mutual funds and ETFs across a series of Morningstar's taxable fixed-income categories.

Portfolio Planning and Personal Finance With Christine Benz A Retirement Readiness Checklist Determining if you're on track to retire can be more manageable if you break it into smaller steps.

A Checklist for Open Enrollment Season If you're signing up for employer-provided benefits, don't just re-up for last year's choices; read this first.

Should Spouses Obtain Separate Healthcare Insurance? With more employers levying spousal surcharges, obtaining coverage on a single plan isn't necessarily the most cost-effective for dual-earning couples.

Mutual Funds and Exchange-Traded Funds Funds From MFS and Janus Henderson Step Up to Silver in September Morningstar analysts rated 637 share classes and vehicles and 121 unique strategies during the month.

Fixed-Income Sectors Rise in the Third Quarter Fed policy shift sets the stage for years to come.

Index Concentration Causes Investor Concern Why does it happen, and what steps can you take?

The Case for (and Against) Flexible Global Allocations A flexible approach to international allocation sounds good in theory, but it doesn't always pay off in practice.

Can American Funds Maintain Its Edge? Even well-rounded active managers can get better.

A Multifactor Strategy That Effectively Manages Risk A low-volatility mandate should improve risk-adjusted performance.

3 Reasons to Like Bonds What we see in this low-yield environment.

Stocks Healthcare Sector Adjusts to Pandemic's Pressures And four companies we like right now.

Where to Find Bargains Today? Look to Small- and Mid-Caps, Value Stocks Several mega-cap stocks significantly overvalued.

U.S. Sports Betting Worth a Wager for Investors We don't think the market appreciates Caesars' and MGM's leading presence in domestic athletic gambling.

Tech Bridged Gaps Created by Coronavirus And what we expect from October.

Office Real Estate Isn't Going Away Although the pandemic has proved the viability of remote work, we think offices are here to stay.

2 REITs With Eye-Catching Dividends They have withstood the coronavirus in ways other REITs have not.

The Cloud Obscures Oracle's Future The cloud transition brings too much uncertainty.

3 Gaming Companies to Bet On Given their size, reach, and resources, these companies could dominate the sports-betting industry, which is projected to witness explosive growth.

Stock Analyst Updates McDonald's Leads With New Promotions, Dividend Increase We expect to increase our fair value estimate for the wide-moat fast-food chain.

Despite Pausing Drug Trials, J&J Reports Strong Quarter The wide-moat company reported above our expectations, and we expect to slightly increase our fair value estimate.

Apple Launches 5G iPhone as Expected; No Change to FVE We believe shares are overvalued for this narrow-moat tech company.

Inflows and Market Gains Lift BlackRock's Q3 We're raising our fair value estimate to $620 for the wide-moat asset manager.

Record Client Assets Offset Pressure at Schwab We don't anticipate on changing our fair value estimate for the wide-moat company, and we assess the shares as undervalued.

Rekenthaler Report The Retirement Income Puzzle When outperforming your portfolio's withdrawal rate isn't enough.

Advisor Insights Providing for Minor Children After SECURE The new law makes it more difficult for parents to set up an estate plan that maximizes the funds available for the care and education of their children.

The Long View Podcast Karsten Jeske: Cracking the Code on Retirement Spending Rates The founder of the EarlyRetirementNow website and member of the FIRE community speaks about his experiences and thoughts on retiring early.

The Short Answer What Are Mutual Funds? We break down the basics of one of the most common investment vehicles for new investors.

Commentary How My Student Loans Taught Me to Save If retirement savings don't excite you just yet, prioritize saving for goals that do.

Most Requested Stock Quotes Apple AT&T Amazon.com Microsoft Tesla

Most Requested Fund Quotes Vanguard 500 Index Vanguard Dividend Growth Fidelity Contrafund T. Rowe Price Blue Chip Growth Fidelity 500 Index

Most Requested ETF Quotes ARK Innovation ETF Invesco QQQ Trust SPDR S&P 500 ETF Vanguard Total Stock Market ETF Vanguard S&P 500 ETF

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About the Author

Carole Hodorowicz

Audience Engagement Editor
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Carole Hodorowicz is a former audience engagement editor for Morningstar.com. Focusing on the individual investor audience, she managed content, created explainer videos, and wrote articles about different topics in finance for beginners.

Hodorowicz joined Morningstar in 2015 as a customer support representative for Morningstar Office before moving into an editorial role.

Hodorowicz holds a bachelor’s degree in journalism from Eastern Illinois University.

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