Weekly Wrap: The Pandemic's Impact on Retirement Security and ESG Interest

We recap the week on Morningstar.com and note the most popular stocks, funds, and exchange-traded funds.

Editor's note: Read the latest on how the coronavirus is rattling the markets and what investors can do to navigate it.

Editor's Picks The Coronavirus Pandemic and Retirement Security Why retiring early in the face of COVID-19 may spell bad news for your plan.

Turning 401(k) Plans Into Lifetime Investments The Department of Labor lays the groundwork.

One More Potential Reason to Invest Abroad Foreign companies tend to have less debt than their U.S. counterparts.

The Best Value Funds These value-focused mutual funds and ETFs all earn Morningstar Analyst Ratings of Silver or better.

Why Young Investors Shouldn't Dabble in Stocks New investors can avoid pitfalls with the right tools.

Can Interest in ESG Investing Hold Up During a Pandemic? Morningstar's latest behavioral research shows that interest in sustainable investing persists despite the coronavirus.

Portfolio Planning and Personal Finance With Christine Benz When Risk Gets Personal Your personal experiences have likely had a big influence on how risk-averse or -tolerant you are.

75 Must-Know Statistics About Women and Retirement In honor of Equal Pay Day, we look at some of that data that paint a troubling picture about the state of women's retirement preparedness.

5 Steps Women Can Take to Improve Their Retirement Readiness The data are sobering about women's retirement preparedness, but being pre-emptive can help stave off a shortfall.

The Keys to Financial Success Are Incredibly Mundane (Sorry!) Stop looking for investment alchemy; it's the boring stuff that really matters.

Mutual Funds and Exchange-Traded Funds When Your Fund's Return Doesn't Match Your Earnings What does it mean, and how can it be avoided?

How Do Investor Returns Stack Up Against Total Returns? We found the results fund investors have experienced in dollar terms were within close range of reported total returns overall.

Value in Disguise Fundamental weighting doesn't explicitly target value stocks, but it can deliver similar exposure to traditional value index funds.

A Solid Choice for Income Seekers Silver-rated Columbia Dividend Income boasts stable leadership and a well-defined approach with staying power.

A Broadly Diversified Gold Medalist A best-in-class expense ratio and low turnover help this large-growth ETF stand out in a crowded, competitive category.

A Fine Inflation Hedge From Vanguard An experienced manager and low costs make Vanguard Inflation-Protected Securities a solid choice for inflation protection.

Stocks Seeking (Cyber)Security in Uncertain Times Cloud-based protection trends are accelerating, and moaty companies are positioned to reward investors.

It's Not the 2008 Global Recession All Over Again Risks are far lower than during the last U.S. financial crisis, despite COVID-19's impact.

Where to Invest for Income A raft of companies have cut their dividends this year, leaving income investors concerned. But Morningstar's Dan Lefkovitz says there are still plenty of options out there.

Pandemic and Demographic Shift May Slow Apartment Growth We've reduced our outlook, but attractive values remain.

The Market's Too Cautious on DuPont and Corteva We think investors' fears about liability issues are overblown.

Stock Analyst Updates Salesforce Brings Home Epic Quarter; FVE Up to $253 Based on strong results and guidance we are substantially raising our fair value estimate to $253 per share from $202 for wide-moat Salesforce. That said, like many software stocks, shares of Salesforce have run, and we view them as approximately fairly valued.

Rekenthaler Report The Danger of Investing on the Big Picture When half-right means entirely wrong.

Advisor Insights Investing for Social Justice From the Bottom Up Advisor Rachel Robasciotti listens to groups on the ground to make an impact.

Treasury Issues Favorable CARES Guidance--With a Tight Deadline The generous and liberal interpretation of the act's provisions provide substantial flexibility and options to retirement-plan owners.

The Long View Steve Romick: 'We Think Defensively' The longtime manager of FPA Crescent Fund talks balancing risk and reward in the COVID-era, why he's not holding even more cash, the case for Wells Fargo, and more.

Sustainability Matters 4 Easy Steps to Finding a Suitable ESG Fund Morningstar's ESG Screener makes it easy to find the right ESG fund.

The Short Answer What Is a Stock Split? Companies like to play with the price of their stocks. Here's why and what you should know.

Commentary 13 Ways of Looking at Risk Don't let volatility be your only lens.

Is Recency Bias Swaying Your Investing Decisions? How memories of market crashes could be clouding your judgment now.

How Statistical Discrimination May Be Costing Your Practice Falling victim to statistical discrimination may be hurting your bottom line and steering clients away.

Busting the Myth That Active Funds Do Better in Difficult Markets Investors should focus on the long-term signals, pick their spots, and keep a close eye on costs, based on analysis from Morningstar's midyear Active/Passive Barometer.

Coronavirus Recovery: A Tale of Two Markets The U.S. and Canada show the different impacts of market concentration.

Most Requested Stock Quotes Apple Tesla Intel Microsoft Amazon.com

Most Requested Fund Quotes T. Rowe Price Blue Chip Growth Vanguard Dividend Growth Fidelity Contrafund Vanguard 500 Index Vanguard Total Stock Market Index

Most Requested ETF Quotes Invesco QQQ Trust ARK Innovation ETF SPDR S&P 500 ETF Vanguard Total Stock Market ETF Vanguard S&P 500 ETF

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About the Author

Carole Hodorowicz

Audience Engagement Editor
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Carole Hodorowicz is a former audience engagement editor for Morningstar.com. Focusing on the individual investor audience, she managed content, created explainer videos, and wrote articles about different topics in finance for beginners.

Hodorowicz joined Morningstar in 2015 as a customer support representative for Morningstar Office before moving into an editorial role.

Hodorowicz holds a bachelor’s degree in journalism from Eastern Illinois University.

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