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Commentary

Morningstar Moments: 3 Things You May Have Missed

Our analysts weigh in on Tesla's investigation, direct indexing, and seeking financial advice.

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

1) Open Investigation on Tesla's Autopilot Software


https://twitter.com/MstarMarkets/status/1427684399953465347

Between January 2018 and July 2021, 11 crashes involving Tesla vehicles using autopilot software were reported, prompting the U.S. National Highway Traffic Safety Administration to open an investigation on Monday. Analyst Seth Goldstein shares Morningstar’s outlook on the company.  

2) Is Direct Indexing “The Next Big Thing”?  


https://twitter.com/RussKinnel/status/1427663717865558016 

Vanguard bought Just Invest, a direct-indexing firm, in July. BlackRock and J.P. Morgan have also made similar purchases. What is direct indexing? It is a customized portfolio that fits the specific needs of an investor. Ben Johnson tells us the benefits and drawbacks of this strategy.   

3) How to Find the Right Financial Advisor


https://twitter.com/christine_benz/status/1427695468004380675

The right financial advisor out there for you--there's just a few steps to take to find the perfect fit! Christine Benz encourages investors to figure out what they are looking for with this checklist first. Then, identify the right advisor by asking these key questions. Lastly, remember there is a difference between financial advice and investment advice.