Here are the major market moments our analysts have been talking about.
1) Give Target-Date Funds a Chance
Nobody--or no fund category--is perfect. The same goes for target-date funds. But that doesn't mean there still isn't a lot to love. From being truly hands-off to providing affordable advice, here is what Christine Benz has to say to the target-date fund critics.
2)Does the AAPL Fall From The Growth or Value Tree?
Apple AAPL is a name every investor knows. The stock's market cap is about $2 trillion, and it takes up nearly 5% of the Morningstar U.S. Market Index. Outside of broad equity market indexes, a big question arises: Is Apple a growth stock or a value stock? Or is it both? Dan Lefkovitz weighs in on the debate.
3)How to Embrace Diversity, Equity, and Inclusion at Your Firm
According to research from McKinsey & Company, firms with diverse leadership are 21% more likely to outperform in terms of profitability and 27% more likely to have superior value-creation results. Having a diverse business is about more than just the numbers-- it is about creating a more inclusive industry full of diverse talent. Walter K. Booker shows advisors how to do more than just check the boxes.
Stay in the loop with @MorningstarInc and our analysts: Jeff Ptak, chief ratings officer: @syouth1 Dave Sekera, chief U.S. market strategist: @MstarMarkets Tom Lauricella, editor for Morningstar Direct: @LauricellaTom