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These Top Tech Stocks Can Stand Up to AI Risks
The stock market has cooled on stocks caught up in the whirlwind of artificial intelligence. Fears over whether AI will disrupt a variety of sectors have triggered big sell-offs. Morningstar equity analysts have investigated 132 companies t
2 Cautionary Tales from Private Equity and Private Credit Markets
Two high-profile cases in the public/private markets are testing boundaries and investors. According to publicly available information, ERShares Private-Public Crossover ETF’s XOVR (https://www.morningstar.com/etfs/xnas/xovr/quote) stake in
Are You Ready for Tax Day? Here’s What You Need to Know Before You File
Tax day is quickly approaching, and it’s time to get organized. New tax rules might make it worth your while to itemize rather than take the standard deduction this year. And don’t just file away your 1099 forms—they can offer valuable insi
Avoid This IRA Distribution Error to Protect Your Retirement Cash
A distribution from your traditional IRA could cost you if you’re not aware of your responsibilities. Many investors are saving up for their retirement in workplace accounts like 401(k)s. Those administrators handle tasks that IRA custodian
Elevate Your 60/40 Portfolio With These Simple Tweaks
The 60/40 portfolio has proven it’s here to stay, but it can benefit from a refresh like other classics. The total portfolio approach refines the 60/40. It takes a closer look at the components of the plain-vanilla portfolio and considers h
Why REIT ETFs Still Work as Real Estate Slumps
The struggle of brick-and-mortar real estate has extended into investment portfolios. Elevated inflation and high interest rates have weighed on the real estate sector over the past few years. Real estate investment trusts or REIT ETFs have
How to Make the Most of Your IRA in 2026
Thanks to its tax benefits, your IRA can be a powerful tool to optimize your portfolio. Investment firms often see a big influx of new contributions into individual retirement accounts in the early part of each year as investors rush to mee
3 Winners and 3 Losers from Emerging-Market Funds’ Big Rally
merging-market funds will have a tough act to follow in 2026. The category racked up big gains last year following small returns for years. And a mix of factors like trade tensions prompted many investors to shift their dollars outside the
How New Retirees Can Spend More Without Risking Their Savings
If you’re newly retired or will join the ranks soon, it’s time to think about how you plan to spend your nest egg. Morningstar researchers are helping new retirees figure out where to begin. The recently published State of Retirement Income
Beyond AI: Are Quantum Stocks the Next Big Thing in Tech Investing?
Quantum computing stocks have surged in popularity over the past year, capturing investors’ enthusiasm on the coattails of the artificial intelligence boom. These buzzy names took off last summer after a slew of announcements and research b
How to Generate Steady Income in 2026
Higher interest rates have ushered in an era where income opportunities abound. That’s following years of parched cash flow streams and low rates, especially in fixed income. However, risks like stubborn inflation and elevated stock valuati
The Market Is All in on the Magnificent Seven. Where Should Investors Look Next?
Is your portfolio making a big bet on the Magnificent Seven? Mega-cap names like Nvidia, Alphabet, and Apple belong to the exclusive club that has largely driven US returns higher in recent years. Their success has led to market concentrati
9 Top ETFs for Income Investors That Stood Out in 2025
This week, we’re looking back at three discussions we held earlier this year on Investing Insights about exchange-traded funds that income investors might find attractive. Morningstar ETF specialists, Bryan Armour and Dan Sotiroff, talked a
Where to Invest in 2026 After This Year’s Market Volatility
Market volatility has left its imprint in 2025. Turbulence from tariffs, tech, and more have shaken investors’ confidence at times. Many folks looked for safety during those down periods. Yet, the US stock market overall has delivered a str
Why Betting Against Nvidia in the AI Arms Race Could Be a Mistake
A shift in mindset can help investors cope with market uncertainty. 2025 was a case study in the futility of trying to predict the market. Wall Street had lofty expectations for stocks entering the year. Then the tariff shock in April rattl
Here’s What Your Retirement Spending Rate Should Be in 2026
Most retirees want to spend as much as they can without having to worry about running out of money. Morningstar’s State of Retirement Income research analyzes retirement spending strategies to determine the highest safe starting withdrawal
How ETFs Help You Cut Your Tax Bill
Exchange-traded funds can help you cut your tax bill. All funds must distribute capital gains from the stocks and bonds that they sell throughout the year. The gains can leave you stuck with unwanted taxes. ETFs and mutual funds differ when
Tax-Loss Harvesting Isn’t Just for Downturns. Here’s Why
Your portfolio might be due for an end-of-the-year cleanup. The Morningstar US Market Index is up about 15% through mid-November 2025, and overall performance has been strong for years (even after 2022’s down market). That said, some stock
Bond ETFs Are Surging in Popularity in 2025. Here Are 5 of the Best
Investors are betting big on bond exchange-traded funds. Hundreds of billions of dollars have poured into bond ETFs in the first nine months of 2025. And more of these strategies have hit the market over the past several years. It’s importa
Investors Still Need to Mind the Gap in Their Funds’ Returns
Are you getting the most out of your fund’s performance? Over the past 10 years, the average dollar invested in US mutual funds and exchange-traded funds earned 1.2% less per year than what those funds returned during the same period. That’
The US Dollar Is Weak. Is Your Portfolio at Risk?
How is the weakening dollar affecting your portfolio? The world’s reserve currency fell sharply in the first half of 2025, making it a bruising year. It has recovered some but still sits below where it started the year. Other currencies lik
2025’s Winners and Losers, from Gold to Small Cap Stocks to the 60/40 Portfolio
This year’s uncertainty is producing a somewhat surprising group of winning and losing asset classes. And there are still two months to go in 2025. Many investors are rerouting their investments into different asset classes because of geopo
The Stock Market Is Ultraconcentrated, and It Could Get Worse. Here’s How to Manage the Risks.
Over the past few years, just a few large-cap technology stocks have powered the stock market’s returns. That trend shows no signs of abating anytime soon, as demand for artificial intelligence continues to send the tech sector higher. A hi
New Crypto ETFs Are Coming. Here's How Investors Can Prepare
ETF Share Classes Are a Go for Dimensional: Here’s What Investors Need to Know (https://www.morningstar.com/funds/etf-share-classes-are-go-dimensional-heres-what-investors-need-know) On this episode: What was your reaction to the SEC removi
How Inflation, AI, and Budget Battles Will Shape the Stock Market in Q4
Investors’ exuberance is fueling this year’s stock rally, but will key economic risks dampen the market’s mood? The current bull run has lifted stocks from their springtime lows to higher levels in autumn. The artificial intelligence boom i
Is Your Dividend Income at Risk? Here’s How to Spot Dividend Traps
It might be tempting to buy dividend stocks with the highest yields, but not all dividend payers are safe. Those big payouts could be signaling that a company’s fundamentals are cracking. Looming financial risks could wreak havoc on income-
Should You Hold Cash Investments After the Fed Cuts Interest Rates?
There’s a tug-of-war between investing in cash and long duration bonds in today’s interest environment. The longer-end of the yield curve may look more appealing since anticipation is building about interest rate cuts. Morningstar’s economi
What You Need to Know Before Choosing a Stock ETF
Exchange-traded fund launches have continued to accelerate, but not every shiny new strategy is worth owning. Good investment strategies can compensate investors with an appropriate return for the risks they take on. What kinds of ETFs are
Investing in AI? Here Are 6 Undervalued Stocks for Buy-and-Hold Investors
Nvidia counts several of its Magnificent Seven pals as customers buying its sophisticated AI chips. And the world’s most valuable company says it could earn even more if geopolitical tensions between the US and China eased. But investors ar
Do Dividend Stocks Benefit From Non-US Revenue?
The revenue of US dividend stocks isn’t necessarily made in America. A portfolio of popular dividend-paying stocks is likely exposed to currency or geopolitical risks. That’s due to international revenue exposure: Some US-based companies ea
