Stocks
The stock market news and analysis you need to know when developing, monitoring and adjusting client portfolios.
10 Top Dividend-Growth Stocks: Morningstar
By Michael S. FischerThese stocks may not have the highest yields, but income is a key component of total return, the research group notes.
April 30, 2021
Christine Benz: Biden Tax Plan Is Wake-Up Call to Trim Portfolio RiskMorningstar's director of personal finance says advisors need to worry less about taxes and more about concentrated positions.
April 29, 2021
The 2 Big Questions Barry Ritholtz Is Hearing NowThe Ritholtz Wealth Management co-founder tells ThinkAdvisor what his clients are asking about and what he's watching in markets.
April 22, 2021
International Small Cap Managers Need to Go Extra Mile for ESGThis category of managers need to overcome several challenges to ensure the companies in their portfolios meet ESG criteria.
April 19, 2021
How Interest Rates Affect Growth vs. Value StocksRates have risen on increased inflation expectations amid a reopening economy and crazy amounts of stimulus.
April 14, 2021
How Financial Advisors Are Protecting Retirees From InflationMorningstar's Christine Benz outlines three ways to protect against inflation. We asked advisors for their ideas.
April 08, 2021
15% of U.S. Stock Investors Started in 2020: Schwab SurveyThese investors say they learned lessons in 2020 about investing for the long term, and 72% plan to buy and hold this year.
April 07, 2021
As the Economy Starts to Normalize, the Market Looks to CyclicalsThe consumer savings rate is nearly 20%. That's a lot of pent-up demand.