Weekly encapsulation: what you need to know about COP26, fund capital gains distributions and foreign stocks



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Editor’s Note: Read the latest information on how the coronavirus is shaking the markets and what investors can do about it.

Editor’s Choice

What banks’ climate commitments mean for energy and utility stocks
The total capital controlled by finance companies engaged in net zero initiatives now equals the amount needed for a net zero overhaul, according to the group.

ETF flows continue to flow as stocks rebound in October
ETFs continued to increase flows as investors kept tabs on inflation last month.

Capital gains statement: 2021 edition
Strong performance and cash outflows generate large taxable distributions.

40 defensive stocks for sale
These quality names trade at 4 and 5 star levels.

Are you behind on saving for retirement?
There is a way forward, no matter when you start contributing to your pension plan.

Your November financial to-do list
While you are considering open enrollment, take the time to review your insurance coverage and your tax situation.

Portfolio Planning and Personal Finance with Christine Benz
How to do your own wallet makeover
Follow these eight steps to achieve an improved, streamlined, and tax-efficient portfolio.

Your November financial to-do list
While you are considering open enrollment, take the time to review your insurance coverage and your tax situation.

Morningstar Portfolio Makeover Week 2020
Christine Benz helps investors check their progress, assess allocations, target holes and overlaps, and improve their holdings.

Mutual funds and exchange traded funds
ETF flows continue to flow as stocks rebound in October
ETFs continued to increase flows as investors kept tabs on inflation last month.

Bond funds that are all defense
Not all funds in the Morningstar Ultra-Short Bond category are created equal.

Big risks for a big return
Investors should be careful when expanding their search for income.

What the best index funds have in common
When it comes to doing your homework on index funds, understanding the construction of indices is a must.

Capital gains statement: 2021 edition
Strong performance and cash outflows generate large taxable distributions.

Fund capital gains distributions: what to expect in 2021
A solid year suggests that a decent amount of capital gains will be paid out.

4 ways to improve your fund returns
Free yourself from unnecessary complications.

The 3 best plans 529
Offers from Utah, Illinois and Michigan get top marks.

Actions
Investors flock to inflation protection
Inflation-protected bonds are rallying as investors see price pressures persist.

Conagra looks appetizing
Its brands continue to perform well in a difficult environment.

Third Quarter Market Snapshot in 8 Charts
Our market information includes expectations of rising inflation, the impact of Chinese regulations, etc.

40 defensive stocks for sale
These quality names trade at 4 and 5 star levels.

Is this really a bear market for Chinese stocks?
The unusual structure of the Chinese market means that the answer depends on where you invest.

6 inflation-resistant stocks
We believe these fund companies will remain resilient in the face of inflation and current supply chain challenges.

The 5 pillars of digital transformation for software companies
How we predict spending at Zoom, Microsoft, Slack and more will evolve in a post-COVID-19 world.

Rekenthaler Report
The Loser’s Curse
Buying the fund industry winners certainly beats the alternative.

How to use annuities during retirement
When to consider annuities over bonds.

Invest when everything is expensive
It’s time to revisit the kernel precept and explore.

Advisors’ opinions
How to make your retirement savings last when life gets in the way
What to consider when you’re nearing retirement and haven’t reached your savings goals.

10 Dos and Don’ts for a Six-Figure Retirement
Fill in all the holes in your savings bucket.

The long view Podcast
Paul Merriman: “It’s not just a problem with amateur retail investors”
Author and financial educator discusses his commitment to indexing, why he believes in low-value stocks, and the dangers of chasing performance.

Sustainability matters
At the start of the Climate Summit, analysts see the risks – and the opportunities – for investors
Climate change is one of the thorniest challenges facing investors and which will reshape financial markets.

How to invest in climate funds?
Find out which climate solutions can fit into your portfolio.

Ahead of the Climate Summit, fund managers fight portfolio decarbonization
You and your fund have a critical role to play in helping reduce greenhouse gas emissions, once your fund manager understands it.

COP26 commitment on deforestation will enable businesses and investors to tackle supply chain emissions
Plan to Save Forests aims to end deforestation by 2030, thereby slowing global warming.

How to use two tools in ESG investing
Effectively use divestment and engagement.

COP26 and the Climate Finance Bubble
Targeted private capital will play a critical role in ensuring nations meet the Paris Agreement emissions reduction targets.

What banks’ climate commitments mean for energy and utility stocks
The total capital controlled by finance companies engaged in net zero initiatives now equals the amount needed for a net zero overhaul, according to the group.

Climate summit scores ‘positive’ so far, says founder of Sustainalytics, despite concerns over broken promises
The financial industry’s net zero goals are “ambitious,” not greenwashing, Jantzi says.

The short answer
What you need to know about capital gains distributions
If you hold mutual funds in a taxable account, you could end up with a tax bill even though you haven’t sold a single share.

Are we taking the wrong approach to financial education?
The results are mixed, but there are ways to improve the effectiveness of financial literacy programs.

Remark
Key steps to take before retirement
Fritz Gilbert, a successful pre-retiree, explains how he established a retirement budget and withdrawal rate.

What is a “metaverse” anyway?
Is this likely to become a reality soon and should you invest?

Most Popular Stock Quotes
Apple
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Most Popular Fund Quotes
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Most Popular ETF Quotes
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