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Retirement

Morningstar Moments: 3 Things You May Have Missed

Sustainable investing, RMDs, and Coinbase were this week's hot topics.

Here are the major market moments our analysts have been talking about.

1) Acting and Advising With Impact

https://twitter.com/Jon_F_Hale/status/1424764924585259014

This week, the

blared a “code red for humanity.”

shared a column he wrote in which he calls on financial advisors to reflect on themselves and their businesses regarding the

Integrating sustainable investing into a practice isn’t something advisors can do overnight--there are some barriers that they need to overcome first. In her latest series,

guides both investors and advisors through the obstacles in this space.

2) RMDs: How Much Is Too Much?

https://twitter.com/syouth1/status/1424692408365764613

Although withdrawals are mandatory for tax-deferred accounts at age 72,

reminds retirees that they don’t have to spend it--they can reinvest it! However, it’s important to get the formula right. Are you taking out too much? Here are some tips and considerations to avoid withdrawing too much.

3) The New Stock on the Block: Coinbase

This earnings season, several new names joined our coverage--one of them being Coinbase. As the largest cryptocurrency exchange in the United States, the company has a strong footing in the industry but a very high Uncertainty Rating. Read

full analysis.

Stay in the loop with @MorningstarInc and our analysts:

Jon Hale, head of sustainability research: @Jon_F_Hale Jeff Ptak, chief ratings officer: @syouth1 Dave Sekera, chief U.S. market strategist: @MstarMarkets

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