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Investing Specialists

Weekly Wrap: Supply Chain Crisis, College Graduates, and ESG Misconceptions

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


Editor's Picks

6 Pieces of Advice for College Graduates
Some things to consider as you prepare for your life ahead.

3 Must-Knows Before Investing in Crypto
Crypto is getting a lot of attention, but there are risks. Is now the time to jump in?

Where Does the Supply Chain Crisis Stand Now?
There are signs the tide may be turning even as challenges continue in some sectors.

Is a Recession Likely? (And How Much Does It Matter?)
Here's why investors are focused on the wrong question.

Why Vanguard Value Index Is a Good Investment Today
This index fund is a cheap way to get exposure to large-cap value stocks, which are outperforming this year.

Vote in Favor of Reproductive Rights Proposals at Three Key Retailers, Morningstar Sustainalytics Says
Lowe’s, Walmart, and TJX asked to report on risks caused by states severely restricting abortion.

Portfolio Planning and Personal Finance With Christine Benz

The Best Places to Park Your Short-Term Investments
Yields are important, but so are liquidity considerations and guarantees.

14 Top Stocks for Rocky Markets
These solid, high-quality companies with predictable cash flows and good managers are well-equipped for today's rough market.

7 Steps to Estimating Your In-Retirement Cash Flow Needs
Rules of thumb may be too high for affluent retirees with high savings rates, but healthcare costs are a major swing factor.

Mutual Funds and Exchange-Traded Funds

Are Bonds Back?
It may still be a little early to start arguing that bond yields have stabilized.

Lessons Learned From Surviving Thematic Funds
Long-term success remains rare among this group.

What Is a 529 College Savings Plan?
Learn how a 529 plan can help pay for certain educational expenses. 

Myths About 529 Plans
Get the facts about what plan assets can be used for, whether it's best to stick with your state's plan, and how plan assets can affect financial aid.

5 Charts Tracking Recent 529 Savings Plan Trends
A deeper look at how 529s have evolved.

Demystifying Model Portfolios
Breaking down the X's and O's of these increasing popular investment vehicles.

Do 529 Plans Have Contribution Limits?
When used correctly, these popular education savings plans can be tax-smart choices for college planning.

Morningstar's Allocation Categories Get an Upgrade
We're incorporating the Morningstar Portfolio Risk Score to categorize funds better.


Retailers' Earnings Results Send Warning Signs About the Consumer
Inflation is having an impact on spending patterns, threatening profit margins.

New 5-Star Stocks
Opportunities in the stock market haven’t been this abundant since the pandemic selloff.

Our Ultimate Stock-Pickers' Top 10 High-Conviction Purchases
Several funds see value in industrials, communication services, and consumer cyclical.

A New Era for Asset Managers
Firms must adapt to secular and cyclical headwinds.

Meta Stock: Time to Back Up the Truck?
Facebook’s parent is trading at just half of what Morningstar’s analyst thinks it’s worth.

2 Sectors With The Largest Fair Value Increases
Here are the energy stocks and basic materials companies that saw the largest fair value increases during earnings season.

Where Does the Supply Chain Crisis Stand Now?
There are signs the tide may be turning even as challenges continue in some sectors.

Rekenthaler Report

How Low Can ARK Innovation Go?
Taking a broader perspective.

Nobody Likes Index Funds, Except Investors
The three-pronged attack on index providers.

Sustainability Matters

In a Move to Stifle ESG Misrepresentation, the SEC Fines BNY Mellon $1.5 Million
The settlement affects six funds and coincides with 'investor demand for ESG strategies.'

The Long View Podcast

Eric Balchunas: Assessing Jack Bogle's Monumental Legacy
The author and financial analyst talks about his new book, The Bogle Effect, in which he chronicles the Vanguard founder's personal and professional journey and the impact he had on investors during his fabled career.


Should You Be Using Crypto as an Equity Asset?
Ric Edelman, author of The Truth About Crypto: A Practical, Easy-to-Understand Guide to Bitcoin, Blockchain, and Other Digital Assets, shares his insights into the "59/40 and 1" portfolio.

Personal Finance Tips and Advice for Recent College Graduates
Morningstar's investing specialists recommend saving for retirement early, negotiating your starting salary, and more.

Why Investors Shouldn't Wait to Enjoy Their Money
Advisor Dustin TenBroeck challenges his clients to view their dollars differently.

The Role of Family and Friends in Investing Decisions
Consider involving clients' families in financial planning.

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