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Commentary

Morningstar Moments: 3 Things You May Have Missed

Sustainable investing, RMDs, and Coinbase were this week's hot topics.

Here are the major market moments our analysts have been talking about.

1) Acting and Advising With Impact 


https://twitter.com/Jon_F_Hale/status/1424764924585259014

This week, the UN’S Intergovernmental Panel on Climate Change report blared a “code red for humanity.” Jon Hale shared a column he wrote in which he calls on financial advisors to reflect on themselves and their businesses regarding the “new climate war.” Integrating sustainable investing into a practice isn’t something advisors can do overnight--there are some barriers that they need to overcome first. In her latest series, Phuong Luong guides both investors and advisors through the obstacles in this space.  

2) RMDs: How Much Is Too Much?


https://twitter.com/syouth1/status/1424692408365764613

Although withdrawals are mandatory for tax-deferred accounts at age 72, Christine Benz reminds retirees that they don’t have to spend it--they can reinvest it! However, it’s important to get the formula right. Are you taking out too much? Here are some tips and considerations to avoid withdrawing too much.  

3) The New Stock on the Block: Coinbase  


https://twitter.com/MstarMarkets/status/1423660635150340099

This earnings season, several new names joined our coverage--one of them being Coinbase. As the largest cryptocurrency exchange in the United States, the company has a strong footing in the industry but a very high Uncertainty Rating. Read Michael Miller’s full analysis.