Retirees: If You Love Income, You Should Love Cash Flow Even More
You diversify your investments; why wouldn’t you diversify how you source your in-retirement living expenses?
Markets
Market Indexes
Name
|
Value
|
Graph
|
Change
|
Change %
|
|---|---|---|---|---|
| U.S. Market | Closed | 10,722.52 |
147.78
|
1.40%
|
| U.S. Mid Cap | Closed | 14,379.97 |
251.31
|
1.78%
|
| U.S. Small Cap | Closed | 13,702.64 |
268.67
|
2.00%
|
| DJIA | Closed | 33,876.97 |
586.89
|
1.76%
|
| S&P 500 | Closed | 4,224.79 |
58.34
|
1.40%
|
| NASDAQ | Closed | 14,141.48 |
111.10
|
0.79%
|
U.S. Barometer Closed
Gainers, Losers, Actives
Equity Name
|
Price Change
|
Percent Change
|
|---|---|---|
| ContextLogic Inc |
2.10
|
18.42%
|
| AMC Entertainment Holdings Inc |
3.57
|
−6.02%
|
| Two Harbors Investment Corp |
0.25
|
3.22%
|
| Apple Inc |
1.84
|
1.41%
|
| Ford Motor Co |
0.26
|
1.79%
|
| Ocugen Inc |
0.83
|
12.63%
|
| Palantir Technologies Inc |
0.05
|
0.20%
|
| General Electric Co |
0.41
|
3.21%
|
| Bank of America Corp |
0.97
|
2.50%
|
| NIO Inc |
0.40
|
−0.85%
|
News
- Consumer Cos Nudge Higher Amid Value-Sector Bias - Consumer Roundup | Dow Jones
- Health Care Climbs On Growth Outlook - Health Care Roundup | Dow Jones
- BOVESPA Index Ends 0.67% Higher at 129264.96 — Data Talk | Dow Jones
- IPC Indice de Precios Y Cotizaciones Ends Flat at 50315.69 — Data Talk | Dow Jones
- S&P/TSX Composite Index Ends 0.78% Higher at 20156.36 — Data Talk | Dow Jones
- Materials Up On Cyclical Bias — Materials Roundup | Dow Jones
- Personal Income Seen Down 2.7% in May — Data Week Ahead Update | Dow Jones
- FTSE 100 Index Ends 0.64% Higher at 7062.29 — Data Talk | Dow Jones
- DAX Ends 1.00% Higher at 15603.24 — Data Talk | Dow Jones
- CAC-40 Index Ends 0.51% Higher at 6602.54 — Data Talk | Dow Jones
Features
Is the Retirement-Income Party Finally Over?
Today's retirees will have difficulty continuing a long and happy trend.
Meet the Winners of the 2021 Investing Excellence Awards
The winners represent the best of the asset management industry.
8 of Our Favorite Little Funds
Here are some under-the-radar gems.
Are You Overpaying for Your Sector Fund?
Specialized sector funds can mean higher fees for investors.
Amid Economic Recovery, How Stable Is the Bond Market?
Franklin Templeton's Sonal Desai discusses the durability of economic recovery and the value of holding bonds.
The Long-Term Forecast for U.S. Stock Returns
Expect 7.5%.
Can Rivals Catch DoorDash?
As its network effect strengthens, we think the company can maintain its lead.
STOCK INVESTING
GUARD AGAINST INFLATION
Now's the Time to Consider These Inflation Protection Strategies
Diversified real assets can enhance a portfolio built for the long run.
Retirees: How Inflation-Tough Is Your Portfolio and Plan?
Here's how to check.
2021 Inflation Forecast Heads Higher
Supply-side pressures are behind our increase for this year.
Christine Benz
The Time Is Right for Aftertax 401(k) Contributions
Karen Wallace
What To Look For in Benefits From a New Job
John Rekenthaler
3 Solutions for Index-Fund Voting
Phuong Luong
The Myth of the 'Asian American' Client
Amy C. Arnott
Does Factor Profile Diversification Still Work?
Susan Dziubinski
The Investor's Guide to Charitable Giving in 2021
2 Upgraded Stocks
This month we upgraded the Morningstar Economic Moat Ratings of two companies to wide--and downgraded the rating of another.
12 Stocks to Avoid
These stocks are all extremely overvalued by our standards--and carry a good deal of uncertainty, too.
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.
Get Financial Advice First, Investment Advice Later
Investors with more human than financial capital should seek advice on their entire financial life and not just investments.
Why You Should Stop Taking Investment Advice From Social Media
A boom in young and overconfident investors has led to the rise of investment influencers on social-media platforms, but following their advice blindly is not a solid strategy.
Clearing Up QCD Confusion
As this strategy becomes more commonplace, so do questions about how to execute it.
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 creating financial habits, planning for the future, and starting a new job.
Waiving Vaccine IP Doesn't Affect Market Assessment
Following the news the Biden administration supports a proposed waiver on intellectual property protection for COVID-19 vaccines, we are not changing our FVEs to COVID-19 vaccine firms.
Are Vaccinemakers Attractive Today?
Here are a few drugmakers we like that are undervalued.
First-Quarter Market Insights in 8 Charts
Our market commentary covers the lasting impact of the Trump Administration’s trade policies, the rise of SPACs, and more.
After 2020's Market Crash, How Should Investors Prepare?
What the shortest market crash in history can teach us about weathering volatility.
One Year Later: Lessons Learned From the 2020 Bear Market
The biggest takeaway from that period is not to panic when the market tumbles.
8 of Our Favorite Little Funds
Here are some under-the-radar gems.
Are You Overpaying for Your Sector Fund?
Specialized sector funds can mean higher fees for investors.
Fund Flows Suggest Inflation, Interest Rates on Investors’ Minds
Value-equity, TIPS, and bank-loan funds garner interest during May.
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.
A Sneak Preview of Secure Act Regulations
Changes to the minimum distribution rules get some added wrinkles from the IRS.
The Myth of the 'Asian American' Client
There is no one-size-fits-all financial advice for the incredibly diverse Asian American audience, so it is important to understand your clients on a case-by-case basis.
Is Your Succession Plan Future-Focused?
Here are some best practices for developing the next generation of leadership for your firm.
Understanding Regulation on Cryptocurrency
Contrary to popular belief, there is more substantial regulatory clarity for cryptoassets than many advisors think.
Helping Clients With an ESG Investing Policy Statement
How can you help them define "enough"?
The Best Accounts for Heavy Savers
An HSA's tax benefits are hard to beat, but there are other options as well.
The Time Is Right for Aftertax 401(k) Contributions
The prospect of higher taxes and the uptake of in-plan conversions make this maneuver a no-brainer for heavy savers who have access to it.
Retirees: How Inflation-Tough Is Your Portfolio and Plan?
Here's how to check.
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.
What Are Green Bonds?
How to consider whether they might be a good fit for your portfolio.
ESG Model Portfolios Don't Have to Cost More Green
Going all-in on ESG investments doesn’t mean you have to pay high fees.
The Battle at Exxon Was About More Than Board Seats
It brings shareholder-driven climate governance to the forefront.
How to Balance ESG and Market Representation
Pure ESG investments require trade-offs.
Helping Clients With an ESG Investing Policy Statement
How can you help them define "enough"?