DJT Stock: Trump Media Isn’t a Meme Stock, It’s a Cryptocurrency: Investors aren’t buying DJT for future cash flows.
morningstar.com/stocks/trump-media-is-not-meme-stock
Quick Glance: Trump's Truth Social Stock Surges Despite Company Losses
- Shares of Donald Trump's social media platform Truth Social have seen a significant increase in their first days of trading.
- Despite the company's lack of profit and meager quarterly revenue, it has been valued at over $8 billion.
- Experts suggest that the stock surge is driven more by Trump's political supporters than financial fundamentals.
- While the future of Truth Social remains uncertain in the competitive social media industry, it may serve as a platform for Trump's future media ventures.
Proxy Voting 101: If you’re a shareholder, proxy voting is your opportunity to have your say in company decisions.
morningstar.com/sustainable-investing/proxy-voting-101
When Cashing Out an Old 401(k) Makes Sense: Rolling the money over to an IRA is usually the better option, but there are a few cases when taking a lump-sum ...
morningstar.com/retirement/when-cashing-out-an-old-401k-makes-sense
5 Cheap Sustainable Stocks With Moats: Etsy, BorgWarner, Sirius, Aptiv, and Charter Communications are trading more than 50% below fair value.
morningstar.com/sustainable-investing/5-cheap-sustainable-stocks-with-moats
A Record Number of Americans Are Turning 65. That’s Great News for Financial Advisors
morningstar.com/financial-advice/record-number-americans-are-turning-65-thats-great-news-financial-advisors
Investors Can Find More Than Gold in the Mining Industry: Moats are rare in the mining space—with one exception.
morningstar.com/stocks/investors-can-find-more-than-gold-mining-industry
An Ultracheap Stock to Buy in a Rallying Sector: This 35% undervalued stock is one of our top picks in the sector today.
morningstar.com/stocks/an-ultracheap-stock-buy-rallying-sector
Where’s My Tax Refund?: The different types of taxes you owe, how much to expect from your tax refund this year, and more.
morningstar.com/personal-finance/when-do-i-get-my-tax-refund
The Best Target-Date Funds for 2024 : Six picks that earn a Morningstar Medalist Rating of Gold.
morningstar.com/funds/best-target-date-funds-2024
Peter Mallouk: The Financial Advice Industry Is ‘Still Very Messy’: The founder and CEO of Creative Planning on why AI in financial advice is ‘inevitable’ and ...
morningstar.com/personal-finance/peter-mallouk-financial-advice-industry-is-still-very-messy
Investors, it’s time to declutter your investment portfolios. Here's where to start: look at all the traditional tax-deferred accounts you hold. www.morningstar.com/portfolios/5-steps-spring-cleaning-your-investment-portfolio Psst ... Show more
3 Great Growth ETFs for 2024: Highly rated strategies that tap into the market’s highflyers.
morningstar.com/etfs/3-great-growth-etfs-2024
How to Choose Great ETFs for the Long Term: Avoiding problematic ETFs goes a long way.
morningstar.com/etfs/how-choose-great-etfs-long-run
4 Reasons Not to Buy Into the Real Estate Hype : Buying bricks and mortar isn’t a guaranteed path to wealth.
morningstar.com/personal-finance/4-reasons-not-buy-into-real-estate-hype
4 Mistakes to Avoid During Tax Season: IRA specialist Ed Slott discusses ‘gotchas’ to watch out for when filing your tax return.
morningstar.com/retirement/4-mistakes-avoid-during-tax-season
We Just Upgraded These 6 Companies. Is It Time to Buy the Stocks?: We’ve boosted the Morningstar Economic Moat Ratings on these companies to wide.
morningstar.com/stocks/we-just-upgraded-these-6-companies-is-it-time-buy-stocks-2
The Best International Stock Index Funds: Excellent choices abound in five investment categories.
morningstar.com/stocks/best-international-stock-index-funds
The Best Biotech Stocks to Buy: Thanks to rapid innovation and strong product launches, some biotech stocks look attractive again.
morningstar.com/stocks/best-biotech-stocks-buy
Morningstar Low Carbon Transition Leaders Indexes | Morningstar Indexes: Providing diversified, broad market exposure to companies leading their sector peers in ...
indexes.morningstar.com/morningstar-low-carbon-transition-leaders-indexes
Does American Funds Growth Fund of America’s Measured Approach Still Have Merit?: The massive fund’s more cautious, diversified portfolio has held it back in ...
morningstar.com/funds/does-american-funds-growth-fund-americas-measured-approach-still-have-merit
The Best Tech Stocks to Buy: These 7 undervalued stocks offer attractive prices in a predominantly overvalued sector.
morningstar.com/stocks/best-technology-stocks-buy-now
How to Make a Tax-Free Charitable Donation From Your IRA: Follow these 10 rules for qualified charitable distributions.
morningstar.com/personal-finance/how-make-tax-free-donation-your-ira
Where to Invest in Bonds Now: The Fed is signaling rate cuts ahead. Here’s where to lock in higher yields.
morningstar.com/markets/where-invest-bonds-now
Top 10 Things to Know About Building a Diversified Portfolio: Here’s how some key asset classes fare as portfolio diversifiers and what that means for building ...
morningstar.com/portfolios/top-10-things-know-about-building-diversified-portfolio
New Dividend Stocks: Can Meta and Salesforce Help Revive the Classic Strategy?: Also, Morningstar forecasts five interest-rate cuts in 2024, and why Adobe’s ...
morningstar.com/stocks/new-dividend-stocks-can-meta-salesforce-help-revive-classic-strategy-2
Attracting clients, serving them well, and retaining their business: a simple lifecycle composed of thousands of smaller steps ... Show more
🚨 Live now: @MstarMarkets shares 5 #stockpicks that have been dumped, our take on the Fed meeting, and our new fair value estimate for $NVDA stock.
Which Bonds Provide the Biggest Diversification Benefit? : 2022′s bond rout upended notions about correlations, but high-quality bonds and cash have been solid ...
morningstar.com/portfolios/which-bonds-provide-biggest-diversification-benefit
Why the Rise of Index Investing Isn’t Slowing Down Anytime Soon: Investors have long preferred actively managed fixed-income funds, but even that has been ...
morningstar.com/etfs/why-rise-index-investing-isnt-slowing-down-anytime-soon
It’s Time to Clean Your Investment Portfolio: This is an opportunity to check in with yourself: Why are you investing?
morningstar.com/portfolios/its-time-clean-your-investment-portfolio
49% Undervalued, This Dividend Stock Is a Buy After Fair Value Boost: We think this company is back on track with its plans for accelerating share repurchases ...
morningstar.com/stocks/49-undervalued-this-dividend-stock-is-buy-after-fair-value-boost
The Best Dividend Funds: These dividend ETFs and mutual funds earn high ratings from Morningstar in 2024.
morningstar.com/funds/best-dividend-funds
3 Great Balanced Funds: Bring peace of mind to your portfolio with these core holdings.
morningstar.com/funds/3-great-balanced-funds
5 Stocks to Buy From the Best Money Managers: These undervalued stocks are popular with top-rated concentrated fund managers.
morningstar.com/stocks/5-stocks-buy-best-money-managers
New Rules for Inherited IRAs: What You Need to Know: Tax and IRA expert Ed Slott discusses whether there’s any way to lessen the tax bill.
morningstar.com/retirement/faqs-about-inherited-iras
Brace Yourself for Higher RMDs in 2024: Following a banner year in the stock market, investors subject to required minimum distributions could be in for a nasty ...
morningstar.com/retirement/brace-yourself-higher-rmds-2024
Retirement planning is complicated.
And we'll let you in on a secret: Not even experts agree about the ‘right’ withdrawal rate, long-term-care insurance ... Show more
3 Tricky Decisions for Every Retirement Plan: Not even experts agree about the ‘right’ withdrawal rate, long-term-care insurance, and annuities.
morningstar.com/articles/1039439/3-tricky-decisions-for-every-retirement-plan
Why The Magnificent-Seven-Driven Stock Market Rally Makes Sense to BlackRock’s Li
morningstar.com/markets/blackrocks-li-why-magnificent-seven-driven-stock-market-rally-makes-sense
One Fifth of Applied Materials Shareholders Vote to Address the Pay Gap: Climate change, AI, elections, and unionization are themes in proxy season.
morningstar.com/sustainable-investing/one-five-applied-materials-shareholders-vote-address-pay-gap
5 Steps Women Can Take to Stave off a Retirement Shortfall: Use these questions to get started.
morningstar.com/specials/5-steps-women-can-take-to-stave-off-a-retirement-shortfall
Social Security plays an outsize role in women’s retirement plans.
But at the same time, women’s average #SocialSecurity benefits are lower than men’s ... Show more
The Most Popular ETF for Tracking the S&P 500: A rock-bottom fee adds to the exchange-traded fund’s recipe for success.
morningstar.com/etfs/most-popular-etf-tracking-sp-500
The Best US Stock Index Funds: Their prices are very much right.
morningstar.com/funds/best-us-stock-index-funds
Should You Invest In Japan Now That Rates Have Risen?: The key question for investors is whether the stock rally can be sustained.
morningstar.com/stocks/what-does-japans-rate-raise-means-investors
Why Big Bank Stocks Are No Longer Cheap: Despite positive fundamentals, the bank rally may not continue.
morningstar.com/markets/why-bank-stock-rally-may-not-continue
No, 401(k) Funds Do Not Cost 2% Per Year: Beware the claims of investment personalities.
morningstar.com/retirement/no-401k-funds-do-not-cost-2-per-year
16 Water Stocks and Funds to Consider: Not all water funds are in the same boat. A quick guide to investing in water solutions.
morningstar.com/sustainable-investing/5-water-stocks-11-water-funds-consider
Backdoor Roth IRAs: What to Know Before Stepping Through: Weighing the advantages and tax implications of this strategy, and how to set one up.
morningstar.com/retirement/backdoor-roth-iras-what-know-before-stepping-through
An Investing Road Map for Pre-Retirees: The late 50s and early 60s are the perfect age for investors to embark on a savings sprint, assess the viability of their ...
morningstar.com/retirement/an-investing-road-map-pre-retirees
The Best Dividend Funds: These dividend ETFs and mutual funds earn high ratings from Morningstar in 2024.
morningstar.com/funds/best-dividend-funds
Why We Think 5 Interest-Rate Cuts Are Coming in 2024: With expected improvement in inflation, Morningstar expects more rate cuts than the Fed’s own forecast.
morningstar.com/economy/why-we-think-5-interest-rate-cuts-are-coming-2024
Why You Should Clean Up Those Old 401(k)s: Don’t add to the challenge of retirement savings by leaving a trail of abandoned accounts.
morningstar.com/retirement/why-you-should-clean-up-those-old-401ks
New Rules for Inherited IRAs: What You Need to Know: Tax and IRA expert Ed Slott discusses whether there’s any way to lessen the tax bill.
morningstar.com/retirement/faqs-about-inherited-iras
49% Undervalued, This Dividend Stock Is a Buy After Fair Value Boost: We think this company is back on track with its plans for accelerating share repurchases ...
morningstar.com/stocks/49-undervalued-this-dividend-stock-is-buy-after-fair-value-boost
Navigating Nvidia: Talking With Clients About the Elephant in the Room: While Nvidia has become the shiniest object in the market, advisors may consider ...
morningstar.com/financial-advice/navigating-nvidia-talking-with-clients-about-elephant-room
5 Stocks to Buy When the Market Falls: Plus, whether hotter inflation readings could delay interest-rate cuts.
morningstar.com/markets/5-stocks-buy-when-market-falls
Proxy Season 2024: How to Act Like an Owner: The basics of proxy voting and Morningstar’s analysis of the themes and companies that will dominate this year.
morningstar.com/sustainable-investing/proxy-season-2024-how-act-like-an-owner
5 Little-Known Rules About IRA Contributions: What to know about contributing to both a traditional IRA and Roth IRA, and one brand new place to move unused ...
morningstar.com/retirement/5-little-known-rules-about-ira-contributions
One Fifth of Applied Materials Shareholders Vote to Address the Pay Gap: Climate change, AI, elections, and unionization are themes in proxy season.
morningstar.com/sustainable-investing/one-five-applied-materials-shareholders-vote-address-pay-gap
Podcast for Enterprise Wealth and Financial Advisors: Morningstar is an investment research company offering mutual fund, ETF, and stock analysis, ratings ...
morningstar.com/views/podcasts/big-picture-in-practice
Bryan Armour: Is Index Investing’s Superpower Unstoppable?: A Morningstar researcher discusses rising passive share, bitcoin ETFs, and the future of active ...
morningstar.com/personal-finance/bryan-armour-is-index-investings-superpower-unstoppable
3 Great Balanced Funds: Bring peace of mind to your portfolio with these core holdings.
morningstar.com/funds/3-great-balanced-funds
5 Stocks to Buy From the Best Money Managers: These undervalued stocks are popular with top-rated concentrated fund managers.
morningstar.com/stocks/5-stocks-buy-best-money-managers
Is Your Fund Under Pressure From Outflows?: Look out for these four problems to see how your fund is shifting.
morningstar.com/funds/funds-under-pressure-outflows
Yes, RMDs Can Improve Your Portfolio: Required minimum distribution-related tax bills hurt, but surgical pruning of problem positions can help you raise cash and ...
morningstar.com/articles/888828/yes-rmds-can-improve-your-portfolio
4 Options-Based ETFs That Offer Something New: New ETFs are cheaper and more flexible than most buffer ETFs.
morningstar.com/etfs/going-beyond-defined-outcome-etfs
3 Top Stocks to Watch From the Best International Money Managers: Managers of highly rated funds own these foreign stocks. Should you?
morningstar.com/stocks/3-top-stocks-watch-best-international-money-managers-2
3 Misconceptions About Roth IRA Conversions: Advisors shouldn’t assume that these rules of thumb apply to every client.
morningstar.com/financial-advice/3-misconceptions-about-roth-ira-conversions
What Is the Mystery Warren Buffett Stock?: Our seven best guesses on what stock Berkshire bought.
morningstar.com/stocks/what-is-mystery-warren-buffett-stock
Markets Brief: Why You Should Watch the Dot Plots at the Fed’s March Meeting: Will the Fed signal an interest-rate cut in June, but with fewer to follow?
morningstar.com/economy/markets-brief-why-you-should-watch-dot-plots-feds-march-meeting
After Earnings, Is Oracle Stock a Buy, a Sell, or Fairly Valued?: With solid margin performance and improvements in cloud gross margins, here’s what we think of ...
morningstar.com/stocks/after-earnings-is-oracle-stock-buy-sell-or-fairly-valued
Get Out of Your Financial Shame Spiral: Anne Lester shares tips and tricks to get yourself back on track.
morningstar.com/personal-finance/getting-out-financial-shame-spiral
Will Investors Upvote Reddit’s IPO Despite Tough Ad Market? : The buzzy social-media platform is targeting a $6.4 billion valuation in its stock debut.
morningstar.com/markets/will-investors-upvote-reddits-ipo-despite-tough-ad-market
Quick Glance: Reddit to Go Public: Shares Priced at $31 Expected This Month
- San Francisco-based social media company Reddit is set to go public this month, aiming to raise nearly $750 million (€686 million) through its initial public offering of common stock.
- Reddit plans to include 22 million shares of Class A common stock in the IPO, with 15.3 million shares expected to be available while selling stockholders offer about 6.7 million shares.
- The anticipated price of Reddit's shares is between $31 (€28) and $34 (€31) per share, and the company intends to utilize the proceeds for general corporate purposes, taxes, and possible acquisitions.
- In the October-December quarter, Reddit reported a net income of $18.5 million (€16.9 million) on revenue of $249.8 million (€228.6 million), primarily driven by advertising.
Anne Lester: You’re Bad at Savings and It’s Not Your Fault: An author and retirement expert discusses the financial challenges confronting young adults and what ...
morningstar.com/personal-finance/anne-lester-youre-bad-savings-its-not-your-fault
5 Sustainable Stocks With a High Yield: These stocks are widely held by ESG investors and have 3%-plus dividend yields.
morningstar.com/sustainable-investing/5-unique-sustainable-stocks-with-high-yield
The DNA of a Warren Buffett Company: Companies that make it into Berkshire Hathaway’s portfolio have some common threads in their genetic code.
morningstar.com/stocks/dna-warren-buffett-company
✉️ Investors: We invite you start your week with us, our top stock picks, and market insights on The Morning Filter. www.youtube.com/watch Here's what you need to do:
⏰ Tune ... Show more
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