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Weekly Wrap: Our Take on Dividend-Growth Stocks, RMD Rules, and Student Loans

We recap the week on 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 5 Undervalued Dividend-Growth Stocks These heavily weighted names in the Morningstar US Dividend Growth Index are all at least 10% undervalued. Required Minimum Distributions: Why All the Tinkering? Congress continues to change the RMD rules, but contributor Mark Miller argues the activity isn't improving retirement security. 2 Dividend ETFs for an IRA These picks from Vanguard and Schwab make the most of this tax-friendly wrapper. Digging Into Ark Innovation's Portfolio We reveal how the ultra-popular fund's underlying holdings stack up on 11 measures of equity-related risk. One Year Later: Lessons Learned From the 2020 Bear Market The biggest takeaway from that period is not to panic when the market tumbles. 5 Questions About Student Loan Forgiveness We take a closer look at the numbers to determine the impact of canceling student loans at different levels on both individual households and the larger economy.

Portfolio Planning and Personal Finance With Christine Benz 100 Must-Know Statistics About Race, Income, and Wealth Income and wealth disparities along racial lines have repercussions for all aspects of life in the U.S.: education, health, homeownership, retirement, and life expectancy.

Mutual Funds and Exchange-Traded Funds Inside a Tough Year for Primecap One of my favorite Vanguard fund managers fell well behind in 2020. Manager Question of the Month: On the Road Again? Stock fund managers mull the value of post-pandemic travel. The Case for Indexing in the Corporate Bond Market Low fees and market-representative portfolios make corporate bond ETFs a compelling option. American Funds Target Retirement Delivers, on Its Own Terms American Funds has blazed its own trail to chart-topping results. But can it change course if the tide shifts?

Stocks A New Frontier in Cancer Screening and Treatment If liquid biopsy lives up to its potential, a paradigm shift in cancer detection is possible. Can Bumble Compete? The dating app operator has gotten a lot of buzz for its CEO, the youngest female leader of a public company in the U.S., yet it enters a potentially crowded market with its 'freemium' model. 3 New Stocks to Consider Morningstar recently added a few companies to its coverage list. Here's what our analysts think of the newcomers.

Stock Analyst Updates CVS Guides Cautiously for 2021 After Strong 2020 The narrow-moat company beat our expectations, and we are keeping our fair value estimate at $92 per share.

Walmart: Soft End to Year Doesn't Alter Long-Term View We suggest investors await a more attractive entry point.

Rekenthaler Report How Fares the World's Largest 401(k) Plan? Quite well, thanks for asking.

What to Know: Indexed Annuities Lower risk has a high price.

Advisor Insights Student Loans: A Road Map for Advisors If you don't have clients with student loan debt already, you surely soon will.

Cultural Competency: How Advisors Can Educate Themselves on the Immigrant Experience Here are ways financial advisors can better understand clients' culture to bring about better advice.

The Long View Podcast Russel Kinnel: 'Fear and Greed Are the Enemy of Good Investing' Morningstar's director of manager research on 'Flowmageddon,' seismic shifts in the fund industry, and why fund-company mergers usually fizzle.

Commentary 2020's Trends in U.S. Fund Flows Persist Into 2021 Investor appetites were largely unchanged, but a few themes emerged in January.

What Unchecked Short-Selling Means for the Stock Market As the CEOs of Reddit and Robinhood testify before Congress, we look at the impact events like the GameStop stock saga have on the market. Should I Buy Apple Stock Now? What you have to believe to justify the high valuation that the market is placing on Apple's stock.

Most Requested Stock Quotes Apple Tesla Palantir Technologies Microsoft

Most Requested Fund Quotes Vanguard 500 Index Fidelity Contrafund Dodge & Cox Vanguard Total Stock Market Index Fidelity 500 Index

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

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About the Author

Carole Hodorowicz

Audience Engagement Editor
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Carole Hodorowicz is an audience engagement editor for Focusing on the individual investor audience, she manages content, creates explainer videos, and writes 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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