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Investing Specialists

Weekly Wrap: Investment Lessons, Morningstar Conference Highlights, the Downgrades of 2021

We recap the week on and note the most popular stocks, funds, and exchange-traded funds.

Editor's note: Read the latest on how the coronavirus is rattling the markets and what investors can do to navigate it.

Editor's Picks

The 5 Biggest Downgrades of 2021
We lowered our ratings on some funds from the biggest shops, including Vanguard, T. Rowe Price, Fidelity, and American Funds.

Investors Turn to Foreign Stocks in August
International-equity fund flows remain strong.

Tactical Asset Allocation: Don’t Try This at Home
Making rapid-fire shifts to take advantage of market trends is easier said than done.

2021 Morningstar Investment Conference
View the sessions from this year's annual investment conference.

13 Stocks You Think You Should Sell But Shouldn't
These stocks carry sky-high price/earnings ratios, but we think they're actually undervalued.

3 Investment Mistakes to Avoid
Bypassing the traps.

Portfolio Planning and Personal Finance With Christine Benz

Is the Door Closing on Backdoor Roth IRAs?
The "mega-backdoor Roth IRA" is on the chopping block, too, but neither is a done deal.

Retirement Planning Is Complicated. Your Retirement Portfolio Shouldn't Be.
Four ideas for streamlining your holdings and reducing your oversight obligations.

Mutual Funds and Exchange-Traded Funds

How Likely Is Your Fund to Close This Year?
Here's what to make of a series of fund closures in 2021.

3 Things About ESG Investing We Can All Agree On
ESG doesn't have to be a divisive topic.

These Tamer High-Yield Bond Funds Are Worth a Look
Short-duration high-yield funds are a less risky way to boost income and get protection from rising rates than most in the broader category.


Utilities’ Clean Energy Transition: Our Forecast
Wind and solar generation will drive the U.S. economy’s decarbonization plan.

Starbucks Investors, Don't Panic
One company's bad news from China doesn’t mean trouble for the coffee giant.

2 Stocks That Top Managers Are Buying
Our Ultimate Stock-Pickers made sizable investments in these names last quarter.

4 Undervalued Sustainable Stocks
Given their competitive advantages, these companies are poised to do well in a sustainable world.

3 Utilities to Watch During the Clean Energy Transition
A look at the firms that offer long-term growth upside.

4 Stocks to Watch Amid Housing Demand Boom
These companies stand to gain as the U.S. housing market takes off.

Rekenthaler Report

The Best Way to Learn About Money
The class that high schools should teach.

The Long View Podcast

Hal Hershfield: People Treat Their Future Self as if It’s Another Person
A researcher and psychology professor discusses the challenge of getting people to empathize with their future selves and the implications for financial and retirement planning.

Sustainability Matters

Complaints About ESG Ratings Reflect 'Maturing, Robust' Industry, Morningstar's Jantzi Says
Founder of Sustainalytics says ratings diversity is sign of a healthy market. "Market wants ESG data."

The Short Answer

How to Save More and Need Less for Retirement
Lifestyle upgrades add up and have consequences for your today and tomorrow.


What Could a Higher Corporate Tax Rate Mean for Dividends?
David Harrell lays out the possibilities if a hike comes.


Can Money Buy a Longer Life?
A noted researcher discusses the factors that contribute to--and detract from--longevity.

Most Requested Stock Quotes

Alibaba Group

Most Requested Fund Quotes

Vanguard 500 Index
Fidelity 500 Index
Vanguard Total Stock Market Index
Vanguard Dividend Growth
Dodge & Cox Stock

Most Requested ETF Quotes

Vanguard S&P 500 ETF
Invesco QQQ Trust
Vanguard Total Stock Market ETF
Schwab U.S. Dividend Equity ETF