Weekly Wrap: ETF Tax Efficiency and Safeguarding Against Data Breaches
We recap the week on Morningstar.com and note the most popular stocks, funds, and ETFs.
Editor's Picks Should You Buy These Reopened Funds? Evaluating the prospects of Vanguard Dividend Growth and three other recently reopened funds.
This Stock's Price Is Absurd Wesco is trading almost 50% below our fair value estimate.
What Does the Rate Cut Mean for Your Investments? Christine Benz discusses the implications of the Federal Reserve lowering interest rates for the first time in a decade.
4 Financial Worries to Cross Off Your List Some worries belong in the "unlikely to happen/deal with it when it actually does" bin.
Measuring ETFs' Tax Efficiency Versus Mutual Funds ETFs' structure makes them more tax-efficient than their mutual fund counterparts.
Portfolio Planning & Personal Finance with Christine Benz Should You Switch Funds? Running through our checklist can help you arrive at the right answer for you. Mutual Funds and Exchange-Traded Funds AMT Muni Funds Are Worth a Look Tax law changes could create new opportunities for muni investors. 3 Big Yet Competitive Funds Asset growth hasn't impeded the performance of these Gold-rated funds. 4 Excellent Dividend-Growth Funds and ETFs Dividend-growth strategies stand to hold up well on the downside--an important attraction in a not-cheap market. 4 Fund Upgrades Russ Kinnel looks at what prompted upgrades for these four funds. Why T. Rowe Price Blue Chip Is Among the Best Adept management and low costs have made this Gold-rated fund a standout.
An ETF for Exposure to Short-Term High-Yield Bonds While the firm's fee is compelling, indexing isn't as appealing a proposition in the high-yield space.
Rekenthaler Report The Doctrine of Shareholder Value Has Indeed Helped Shareholders Workers, however, appear to be another matter.
When Vanguard's Retirement Income Calculator Stopped Making Sense How to break an investment tool--but gain insights from it, anyway.
Stocks Adient Starts to Deliver on Turnaround Even after the market's positive reaction, the stock looks very undervalued.
A High-Quality Name in Powersports Solid brands, innovative products, and lean manufacturing contribute to Polaris' wide economic moat.
China in Doldrums as Trade War Looms The average U.S. tariff rate on China is set to surge.
We Think Pharma and Biotech Are Undervalued These industries are the most undervalued in the healthcare sector, owing to potential U.S. drug pricing reforms coming out of Washington.
The Short Answer 6 Ways to Protect Yourself From a Data Breach Here are some things you can do to safeguard your accounts.
Retirement Planning Retirement Healthcare Costs: Strategies for Meeting the Challenge Healthcare spending poses risks to your retirement plan. Contributor Mark Miller shares strategies for controlling costs and building resources.
Advisor Insights 7 Ways to Fix Wrong or Missing Beneficiary Designations Contributor Natalie Choate explains what to do when a decedent names the wrong (or no) beneficiary on retirement accounts. Sustainability Matters Gun Stocks in Fund Portfolios, Revisited Here are some steps you can take to analyze your exposure to gun manufacturers.
Investing Trends 2 Gender-Diversity Trends in the Corporate Boardroom Women are making inroads on corporate boards of S&P 500 companies, but there's still room for improvement. The Long View Podcast The Evolution of Value Investing Get a sneak peek at longtime Oakmark fund manager Bill Nygren's appearance on The Long View podcast. Nygren: 'A Stock That Doesn't Look Cheap on the Surface Might Be One of the Cheapest' The Oakmark manager discusses the lasting lessons of the financial crisis and how traditional value metrics aren't necessarily the best gauge of an inexpensive stock. Bonds Where 3 Bond Titans Think Rates Are Headed A roundup of the latest outlooks from PIMCO, PGIM, and JPMorgan.
Most Requested Stock Quotes Apple The Walt Disney Co Wesco International Inc Amazon Microsoft
Most Requested Fund Quotes Vanguard Dividend Growth Vanguard 500 Index T. Rowe Price Blue Chip Growth Vanguard Total Stock Market Index Dodge & Cox Income
Most Requested ETF Quotes SPDR S&P 500 ETF Vanguard Dividend Appreciation ETF Vanguard Total Stock Market ETF Vanguard High Dividend Yield ETF Vanguard S&P 500 ETF