Charles Schwab Corp

The coronavirus and the steep drop in oil prices were an unexpected double whammy for this Gold-rated fund.

Managers continue to buy wide-moat stocks.

But large fund companies often block their path.

And the three names we believe are best positioned.

The wide-moat firm looks fairly valued.

Citigroup, Wells Fargo, and JPMorgan Chase are among the big banks set to report.

Here's what we believe is required for these companies to thrive over the next decade.

We believe that Schwab's already strong business model will be enhanced by the merger with TD Ameritrade, and we expect to assign a wide moat to the combined entity.

If a deal is announced, we anticipate multiple hurdles including a headline risk of antitrust, but we currently believe it's surmountable.

Several funds dive into financial services and undervalued healthcare stocks.

We explain our latest views on Charles Schwab, TD Ameritrade, and E-Trade.

Positive flows and market gains lift assets under management to a new record.

The new earnings season kicks off with names from a variety of sectors.

We're reducing fair value estimate for the narrow-moat firm.

The narrow-moat firm is reducing commissions on U.S.-listed equities, ETFs, and options to $0.

We expect to decrease our fair value estimate for wide-moat Charles Schwab amid news of its pricing cut.

Wide-moat BlackRock and T. Rowe may not be the cheapest, but they're the best.

These wide-moat firms all earn Exemplary stewardship ratings and trade in 4- and 5-star range.

Gold-rated Dodge & Cox Stock proves that low-cost active management can still add value.

One of the hardest decisions for fund investors is whether to stay with a slumping fund.