Weekly Wrap: Rising Interest Rates, Rebalancing, and Advice for Pre-Retirees

Editor’s Picks

Your Guide to Getting Started With Robo-Investing
Understand the ins and outs of digital advice and see our top picks.

The 10 Best Companies to Invest in Now
The undervalued stocks of high-quality companies are compelling investments today.

Richard Thaler: ‘We Are Incapable of Learning From the Past’
Keynote speaker at the Morningstar Italy Awards for Investing Excellence 2022, Professor Thaler discusses his views on latest developments of behavioral economics and on the current market environment.

This Company’s Shares Are Set to Benefit From the Auto Industry Revolution
Aptiv, which is helping to make cars greener and smarter, is now undervalued and trading at a 24% discount.

How Much Does High Inflation Really Affect Retirees?
The answer depends on healthcare costs, Social Security benefits, and your own financial circumstances.

Why Are Interest Rates Rising?
How rising interest rates affect you, borrowing costs, and more.

Why You Need Investment and Retirement Policy Statements
Create these two policy statements to keep your plan on track.

What If This Turns Out to Be a Terrible Time to Retire?
Pre-retirees and new retirees concerned about today’s markets can take steps to protect themselves.

TIPS Versus I-Bonds
I-Bonds boast tax advantages, but purchase limits reduce their appeal.

Growth-Stock Funds That Have Stayed Near the Top
These funds have managed to stay in the top third of the large-growth Morningstar Category.

Why Investors Should Skip Invesco QQQ
The constitution of the index that QQQ tracks lacks a sensible investment rationale, says Morningstar’s analyst.

3 Funds That Got Barbecued in 2022
ARK Innovation ETF has been singed.

Fixed-Income Funds Headline Positive ETF Flows in May
ETF investors pile into bond portfolios in another roller-coaster month in the markets.

Putting Recent Market Volatility in Perspective
Stocks have been more jittery than usual, but volatility is to be expected.

Dividend Stock Deep Dive: Dividend Growth Stocks
What companies are well-positioned today?

4 Undervalued High-Dividend Stocks
Even as investors chase income, these high-quality dividend-payers look attractive.

Should Investors Buy Nvidia Stock on a Dip?
This high-quality, well-managed semiconductor giant is a top pick among chipmakers, says Morningstar’s analyst.

Vanguard’s Other Index-Fund Invention
Should Jack Bogle have lamented his subsequent creation?

How Much Bang Does Style Rebalancing Provide?
Case Study: Vanguard Growth and Value Index funds.

Cliff Asness: Value Stocks Still Look Like a Bargain
The AQR co-founder on how to deal with low expected returns, the case for alternatives, private equity and the “illiquidity discount,” and more.

Different Worlds, Same Investment Style
With varied backgrounds, Pzena Emerging Markets Value’s managers find common ground: deep value.

What Can Private-Market Investors Learn From Hedge Funds’ Heyday?
Regulation, disclosures, and compliance mark the path to the mainstream.

Was Bogle’s Princeton Thesis Eerily Prescient?
Eric Balchunas, senior ETF analyst for Bloomberg Intelligence, describes the Bogle Effect and the serendipitous shaping of the Vanguard founder’s career.

This Stanford Psychology Professor Wants to Change the Way We Work
Long-standing models of how we live, work, and retire need to evolve, says Laura Carstensen.

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