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Investing Specialists

Weekly Wrap: Open Enrollment, Top Bond Funds, and Financial Independence

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

Editor's Picks
A Checklist for Open Enrollment Season
If you're signing up for employer-provided benefits, don't just re-up for last year's choices; read this first.

The Best Bond Funds
Here are our highest-rated mutual funds and ETFs across a series of Morningstar’s fixed-income categories.

A Simple Plan for Financial Independence
Examining personal finance through the lens of economics yields a nifty road map for accumulating wealth.

How Do You Value Amazon Heading Into 2020?
Amid calls for tech breakups, should investors adopt alternative approaches to valuation?

Buckets: Not Just for Retirees
Accumulators with short- and intermediate-term financial goals can employ the concept, too.

Earnings Updates
Strong Quarter, Cautious 2020 Outlook for UnitedHealth
UnitedHealth shows momentum, but we do not expect to change our fair value estimate for the wide-moat firm.

IBM Looks Toward Cloud Solutions for Growth
We view shares as slightly undervalued but would wait for a better risk for reward entry point.

Raising Our Fair Value Estimate for JPMorgan
The wide-moat firm had a solid third quarter, and we are increasing our fair value estimate to $114.

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