Fiduciary, Best Interest, or Something Else?
In this third installment of our series, we explore how the election will determine the next move in the ongoing battle over the regulation of advice.
Markets
Market Indexes
Name
|
Value
|
Graph
|
Change
|
Change %
|
|---|---|---|---|---|
| U.S. Market | Closed | 8,242.57 |
136.39
|
1.68%
|
| U.S. Small Cap | Closed | 9,100.87 |
125.56
|
1.40%
|
| U.S. Mid Cap | Closed | 10,502.73 |
182.76
|
1.77%
|
| DJIA | Closed | 27,173.96 |
358.52
|
1.34%
|
| S&P 500 | Closed | 3,298.46 |
51.87
|
1.60%
|
| NASDAQ | Closed | 10,913.56 |
241.30
|
2.26%
|
U.S. Barometer Closed
Gainers, Losers, Actives
Equity Name
|
Price Change
|
Percent Change
|
|---|---|---|
| Apple Inc |
4.06
|
3.75%
|
| General Electric Co |
0.06
|
0.99%
|
| Tesla Inc |
19.55
|
5.04%
|
| Carnival Corp |
1.33
|
9.68%
|
| Ford Motor Co |
0.15
|
−2.25%
|
| Norwegian Cruise Line Holdings Ltd |
2.00
|
13.67%
|
| Advanced Micro Devices Inc |
2.23
|
2.95%
|
| Vale SA ADR |
0.04
|
0.37%
|
| Peloton Interactive Inc |
9.17
|
10.35%
|
| NIO Inc ADR |
0.47
|
2.63%
|
News
- U.S. Stocks Rise but S&P 500 Notches Fourth Week of Declines | Dow Jones
- ADRs End Friday Trading Mostly Higher | Dow Jones
- U.S. Stocks Point to Fourth Week of Declines | Dow Jones
- Personal Income Seen Down 2.5% — Data Week Ahead | Dow Jones
- IPO Market Parties Like It's 1999 | Dow Jones
- IPO Market Parties Like It's 1999 -2- | Dow Jones
- Siemens Energy to Debut on Stock Market Monday — Listing Preview | Dow Jones
- Kansas City Fed Services Activity Index Turns Negative in September | Dow Jones
- U.S. Stocks Wobble, Pointing to Fourth Week of Declines | Dow Jones
- Durable-Goods Orders Rise for Fourth Straight Month — Update | Dow Jones
Features
What the Election May Mean for Social Security
The next administration will face key policy questions related to the program's long-term solvency, says contributor Mark Miller.
A Better Way to Look at Investing in Equities for Income
The pros and cons of using dividend-paying stocks as bond replacements.
What Is an Initial Public Offering?
Upcoming IPOs prompt consideration for what it means to “go public.”
Weekly Wrap: Investment Trends, Election Impacts, and Downturn Patterns
We recap the week on Morningstar.com and note the most popular stocks, funds, and exchange-traded funds.
ESG Investing
Where Does Rio Tinto Go From Here?
Morningstar's Mathew Hodge discusses the mining company's fortunes amid a whirlwind of controversy.
What Can We Learn From the Rio Tinto Disaster?
The mining company intentionally destroyed a 46,000-year old sacred site for USD 135 million worth of iron ore--and it could cost them billions.
New SEC Rule Weakens Influence of Main Street Investors
Shareholder proposals play a central role in corporate governance.
Most-Read Articles of the Week
24 Stocks for 2030
We think these companies are well positioned to benefit from one of five key trends during the next decade.
Is Tesla's Stock Price Crazy or Merely Aggressive?
Placing the company’s valuation into historical context.
Oil Sands Will Survive and Then Thrive
The market does not appreciate their near-term resiliency nor the long-term cash flow potential.
Inflation
Susan Dziubinski
24 Stocks for 2030
John Rekenthaler
The Fund-Flows Indicator Is Behaving Strangely
Christine Benz
Retirement Planning When You Have Enough
Russel Kinnel
The Thrilling 36
Karen Wallace
4 Easy Steps to Finding a Suitable ESG Fund
It's Not the 2008 Global Recession All Over Again
Risks are far lower than during the last U.S. financial crisis, despite COVID-19's impact.
The Coronavirus Pandemic and Retirement Security
Why retiring early in the face of COVID-19 may spell bad news for your plan.
3 ETFs for a Strong Economic Recovery From the Pandemic
These funds aren't for the faint of heart, but they should benefit more than most from a strong economic recovery.
Retiring During a Pandemic
How to handle this decision--even when it is made for you.
How to Get Rich Slow
Slow and steady wins the financial race.
My No. 1 Money Lessons
Morningstar experts reflect on the money lessons they would have wanted their younger selves to know.
Resist Urge to Shift Your Portfolio Around the Election
The bumps and bruises of election time may tempt you to shift your portfolio strategy.
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.
Election Impact on U.S. Healthcare Looks Modest
Our moat ratings and undervalued view of the MCO and drug/biotech sectors are intact.
What Is an Initial Public Offering?
Upcoming IPOs prompt consideration for what it means to “go public.”
Morningstar's Guide to Stock Investing
Here's how our approach to investing can inform your stock-picking process.
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.
How to Invest Like Warren Buffett
Here's the recipe that one of the greatest investors uses to pick stocks.
21 Picks for Inflation Protection
These highly rated mutual funds and ETFs may provide varying degrees of shelter, but buyer beware.
This Small/Mid-Cap Fund Holds Promise
Bronze-rated LKCM Small-Mid Cap Equity features a veteran leader and a strong supporting cast.
A Better Way to Look at Investing in Equities for Income
The pros and cons of using dividend-paying stocks as bond replacements.
Morningstar's Guide to Fund Investing
Here's how our analysis and ratings can inform how you choose funds.
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.
What the Election May Mean for Social Security
The next administration will face key policy questions related to the program's long-term solvency, says contributor Mark Miller.
What Can Retirees Expect From Bonds?
With yields so low, do you stay or do you go?
Retirement Planning When You Have Enough
Not every retiree needs to gun for higher returns, but a conservative portfolio can court its own risks.
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.
Sustainability Matters: New SEC Rule Weakens Influence of Main Street Investors
Shareholder proposals play a central role in corporate governance.
What's the Most Impactful Thing You Can Do to Combat Climate Change?
Put your money into sustainable investments.
Sustainable Investing and the Election
Part I of our series on the election and ordinary investors.
Can Interest in ESG Investing Hold Up During a Pandemic?
Morningstar's latest behavioral research shows that interest in sustainable investing persists despite the coronavirus.
ESG Investing Comes of Age
How religious conviction and changing public sentiment led to the rise of investing for values and what companies have done to keep up.