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Investing Specialists

Morningstar Runs the Numbers

We take a numerical look through this week's Morningstar research. Plus, our most popular articles and videos for the week ended Dec. 14.

Inspired by Harper's Index (with a tip of the hat to FiveThirtyEight's Significant Digits blog), Morningstar Runs the Numbers uses a numbers-based approach to highlight recent Morningstar research, along with some outside news stories.

Christine Benz offers five ideas for improving your portfolio, lowering your tax bill, and wringing more from your cash holdings as part of a regular review and especially amid market volatility.

Contributor Mark Miller says there's a growing "couples disconnect" when it comes to retirement. A study by Katherine Carman, a senior economist at Rand Corp., looked at 2,600 couples and found 1,400 unique retirement pathways.

Karen Wallace looks into Brexit amid the British prime minister's decision to delay a vote on the plan. We answer seven questions about the situation.

Eric Jacobson says there are three key things to keep in mind as questions about a recession linger. He reminds us:

Investors who have embraced that uncertainty, holding sensible portfolios over the years without jumping in and out of the market would have done just fine despite those zigs and zags.

Andrew Bischof says we are forecasting 1.25% annual electricity demand growth through 2030. He says utilities will have to invest in grid expansion, smart networks, safety, reliability, and renewable energy to benefit from new demand sources.

Most Popular Articles                     

Most Popular Videos

Most Requested Stock Quote

Most Requested Fund Quotes
Vanguard 500 Index
Fidelity Contrafund
T. Rowe Price Blue Chip Growth
Vanguard Total Stock Market Index
T. Rowe Price Capital Appreciation

Most Requested ETF Quotes
Vanguard Total Stock Market ETF
Vanguard Dividend Appreciation
Vanguard S&P 500 ETF
Vanguard High Dividend Yield