Liz Ann Sonders: 2000-Style Market Sell-Off Not a High Risk
Charles Schwab's chief investment strategist discusses the rotation away from COVID-19 'thrivers' and the case for non-U.S. stocks.
Markets
Market Indexes
Name
|
Value
|
Graph
|
Change
|
Change %
|
|---|---|---|---|---|
| U.S. Market | Closed | 9,660.63 |
75.47
|
−0.78%
|
| U.S. Mid Cap | Closed | 13,059.82 |
110.97
|
−0.84%
|
| U.S. Small Cap | Closed | 12,747.25 |
175.80
|
−1.36%
|
| DJIA | Closed | 30,814.26 |
177.26
|
−0.57%
|
| S&P 500 | Closed | 3,768.25 |
27.29
|
−0.72%
|
| NASDAQ | Closed | 12,998.50 |
114.14
|
−0.87%
|
U.S. Barometer Closed
Gainers, Losers, Actives
Equity Name
|
Price Change
|
Percent Change
|
|---|---|---|
| Bionano Genomics Inc |
1.47
|
21.08%
|
| Churchill Capital Corp IV Ordinary Shares - Class A |
1.06
|
6.13%
|
| BlackBerry Ltd |
0.74
|
8.13%
|
| NIO Inc ADR |
4.61
|
−7.57%
|
| Apple Inc |
1.77
|
−1.37%
|
| Ford Motor Co |
0.34
|
−3.34%
|
| Tilray Inc |
1.14
|
6.14%
|
| Palantir Technologies Inc Ordinary Shares - Class A |
0.74
|
2.97%
|
| Wells Fargo & Co |
2.72
|
−7.83%
|
| Plug Power Inc |
6.40
|
−9.62%
|
News
- Yellen Calls for More Aid to Avoid Longer, More Painful Recession — 2nd Update | Dow Jones
- Yellen Calls for More Aid to Avoid Longer, More Painful Recession — Update | Dow Jones
- Yellen Sees Risk of Longer, More Painful Recession Absent More Economic Aid | Dow Jones
- The Debt Question Facing Janet Yellen: How Much -2- | Dow Jones
- The Debt Question Facing Janet Yellen: How Much is Too Much? | Dow Jones
- China's Growth: Don't Mistake the Cyclical for the Structural — Heard on the Street | Dow Jones
- Poly Developments & Holdings 2020 Net Profit Rose 3.4% | Dow Jones
- Stellantis Shares Rise After Market Debut | Dow Jones
- Global Stocks Edge Down to Start the Week | Dow Jones
- China's Industrial Sector Continues to Lead Recovery | Dow Jones
Features
Have Large-Growth Stocks Peaked?
The surge that confounded the experts.
An Investor’s Guide to the Biden Administration
A look at the tools the president can wield and the public policy he might pursue.
DIVERSITY, EQUITY, AND INCLUSION
Investing for Social Justice From the Bottom Up
Advisor Rachel Robasciotti listens to groups on the ground to make an impact.
What I've Learned From Talking With White Advisors About Race
If those conversations make you uncomfortable, lean in to that discomfort and find a willingness to learn and grow.
Dear Fellow White Women in Finance: Hold That Door Open
Diversity improves our work and work environment.
Insights From Michelle Singletary: Diversity in Financial Services
"There is enough for everybody,” writes The Washington Post columnist.
75 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.
Advisors, These Hiring Biases Are Damaging Your Firm’s Future
Prepare for 2030's demographics.
This Week: Netflix, P&G, and Intel to Report Earnings
We also are looking out for other big names to report in the week ahead.
What an Economic Rebound Could Mean for Corporate Bonds
Risks and rewards in the 2021 corporate-bond market.
Which U.S. Equity Funds Beat Their Benchmarks by the Widest Margin?
Our screens reveal a select list of equity funds that have achieved long-term excess returns.
What to Expect From Funds After They Gain 100% or More in a Year? Trouble, Mostly
Funds that doubled usually lost money in the ensuing years, a worrisome portent for the funds that gained 100% or more in 2020.
7 Stocks for Quality Seekers
These names were recently added to the Morningstar Wide Moat Focus Index.
NEW YEAR OUTLOOK
What Retirees Should Have on Their Radar for 2021
Keeping an eye on RMDs, withdrawal rates, and more.
Funds for 2021 and Beyond
These funds look attractive to us today.
Susan Dziubinski
33 Undervalued Stocks for 2021
John Rekenthaler
What to Know: Indexing With a Twist
Christine Benz
Your 2021 Tax Fact Sheet and Calendar
Russel Kinnel
2020: The Year in Funds
Karen Wallace
Should I Pay Off My Student Loans?
COVID-19 Vaccine Distribution and Herd Immunity to End Pandemic
Successful vaccine development and rollout will boost industry goodwill and reduce ESG risk, but we’re keeping our valuations steady.
Affirm Soars in Market Debut
The share price of the payments company nearly doubles in first day of trading.
Morningstar's Guide to Market Volatility
For investors of all stripes, we offer our best ideas on how to take control of your portfolio in turbulent times.
Morningstar's Guide to Stock Investing
Here's how our approach to investing can inform your stock-picking process.
How to Invest Like Warren Buffett
Here's the recipe that one of the greatest investors uses to pick stocks.
A Financial To-Do List for January
Here are some initial steps to take toward improving your financial well-being in 2021.
Rethinking Your Financial Goals After 2020's Wallop
What to do now and down the road.
Your 2021 Tax Fact Sheet and Calendar
Bookmark this guide to stay abreast of the tax-related dates and data that should be on your radar this year.
Morningstar's Guide to Life-Stage Investing
Maps to follow no matter where you are in your investing life.
Morningstar's Money Guide for New Graduates
Designed for recent graduates, our guide walks through budgeting, setting goals, investing a 401(k), and the importance of investing early.
How Will Spending Habits Change in 2021?
What's poised for a comeback when consumer behavior normalizes?
'Tis the Season for Increased Consumer Spending
With markets at all-time highs and less travel, many consumers will splurge on consumer goods during this retail holiday season.
Back to School? How the Coronavirus Could Shape the Future of Higher Education
The pandemic has made students and families reconsider the true value of a college education.
Checklist: Steps to Navigating the Changing Face of Spending and Saving
Has the pandemic nudged you to consider readjusting your financial plan? Consider these tips.
What the Pandemic Means for Healthcare Spending and Saving
How to approach open enrollment season with this in mind.
Which U.S. Equity Funds Beat Their Benchmarks by the Widest Margin?
Our screens reveal a select list of equity funds that have achieved long-term excess returns.
Vanguard's Target-Date Fund Flows Plummet in 2020
Overall, target-date fund annual flows turn negative for the first time.
Funds for 2021 and Beyond
These funds look attractive to us today.
What to Expect From Funds After They Gain 100% or More in a Year? Trouble, Mostly
Funds that doubled usually lost money in the ensuing years, a worrisome portent for the funds that gained 100% or more in 2020.
Morningstar's Guide to Target-Date Investing
Learn how these investments work, what to look for when choosing one, and which ones earn our highest ratings.
Financial Services Conferences Have a Diversity Problem
From speakers to sponsors and more, here’s what you can do about it.
3 Strategies to Guide Indecisive Clients
How to use decision-making aids in financial advising.
Building a Niche Advisory Firm From the Ground Up
Knowing your customer is critical.
What the Next Generation of Clients Is Looking for From Advisors
This new column covers how advisors can appeal to and help millennials and others.
Advisors, These Hiring Biases Are Damaging Your Firm’s Future
Prepare for 2030's demographics.
How Well Did the Retirement Saver Portfolios Perform in 2020?
All portfolios posted strong gains in absolute terms, but a classic 60/40 portfolio was tough to beat.
How Well Did the Bucket Portfolios Perform in 2020?
Cash was certainly a drag, but all of the portfolios notched respectable gains in a strong year for stocks and bonds.
Retirement Planning for the 'Gig' Economy
Contractors and other self-employed workers need a bigger safety net, less idiosyncratic risk, than other workers.
Special Report: Are You Ready to Retire?
Let us walk you through practical steps to ensure you're on the right track for retirement.
A Retirement Readiness Checklist
Determining if you're on track to retire can be more manageable if you break it into smaller steps.
Sustainable Equity Funds Outperform Traditional Peers in 2020
A strong year for ESG equity index funds.
Did ESG Pay Off for Fund Investors Last Year? Yes and No.
Funds courting less ESG risk topped their indexes more often than funds courting more ESG risk in a topsy-turvy 2020.
3 Momentous Events Highlight the Impact of Investing in 2020
The pandemic, the fight for racial justice, and the presidential election demonstrate the importance of weighing in with capital to create positive societal change.
Sustainalytics: How Combining ESG Risk and Moat Ratings Can Benefit Portfolios
An overview of our recent report that looks at the relationship between ESG risk and moat ratings and, using back-testing, how portfolios based on the two ratings might have performed.
Global Disclosure Practices: How Markets Around the World Stack Up
Morningstar's analysis of global disclosure structures highlights the importance of transparency around investments and incremental improvements.