What We’ve Learned From 150 Years of Stock Market Crashes – Morningstar
This month marks five years since the Covid market slump. The initial recession on March 9, 2020 was dramatic, but US stock markets lost nearly 8% in one day, while US stock markets eventually recovered from that crash in just four months, making it the fastest recovery of a market crash in the last 150 […]
How to Avoid Outliving Your Retirement Savings? It’s All in the Sequence – Morningstar
One of the major pitfalls faced by new retirees is the sequence of risk of return. This is the risk that losses early in the retirement year will put their ability to save to maintain their spending until the end of the year. The concept is that it is an informed job that was done […]
Stocks Fall as New Tariffs on Canada, Mexico Take Effect – Morningstar
U.S. stocks slipped on Tuesday amid a growth in the trade war caused by the US, where the US places new tariffs on Mexico and Canada. The sale has largely overturned US stocks' profits posted after the November US presidential election. President Donald Trump has placed a 25% tariff on goods imported from Canada and […]
Defiance ETFs' QTUM, Quantum Computing ETF, Earns 5-Star Morningstar Rating and Surpasses $1 Billion in AUM – TradingView
Miami, February 26, 2025 (Globe Newswire) – Theatic Investing pioneer Defiance ETFS is proud to announce that its Qtum-Defiance Quantum Computing ETF has achieved two important milestones Masu. Management (AUM) is over $1 billion. These results highlight QTUM's position as a leader in providing investors with targeted exposure to the rapidly evolving quantum computing sector. […]
These ETFs Increase Return Without Adding Risk – Morningstar
Quality investment is a mystery. If so, investment strategies rarely increase profits without increasing (or reducing) risk. But the quality factor has done just that over the past decade. Higher risk-free returns are counterintuitive and undermine economic theory in financial textbooks. What's even more inexplicable is that there is no universally accepted definition of quality […]
Should You Own Both QQQ and VOO? – Morningstar
The enthusiasm surrounding Invesco QQQ Trust QQQ, an exchange trading fund built around a select group of the 100 largest non-financial stocks listed on the Nasdaq Exchange, is easy to understand. Thanks to its large exposure to technology and technology-related stocks that dominated the market, the fund has earned chart topping returns over a period […]
Maybe You Shouldn’t Delay Taking Your Social Security Benefits After All – Morningstar
Key takeout Adding pensions and social security to portfolio withdrawals increases spending while improving the efficiency of your guardrail strategy. By delaying Social Security, you will receive a bonus on the amount the Social Security Agency owes you. If you want to retire by the age of 70, or if you don't have an alternative […]
Active ETFs Dominate the US Fund Landscape in 2024 – Morningstar
The aggressive exchange sales funds confuse the landscape of the fund industry. The asset manager continues to launch an active mutual fund, but in 2024 it has shifted its resources to active ETFs with recorded numbers. This is one of the most take -outs of Morning Star Market Observer, a quarterly publication that uses the […]
6 ETF Investing Predictions for 2025 – Morningstar
Exchange-traded funds had another strong year in 2024. Strong markets and constant inflows have helped ETFs reach new heights. For the first time, ETFs attracted $1.1 trillion in new capital, pushing assets to more than $10 trillion. But beneath these headlines are several other important emerging trends. Bitcoin continues to fall, sparking record interest in […]
An Investor’s Guide to the Next Trump Administration – Morningstar
Just to preface the obvious, what will Donald Trump do in his next term as President of the United States, and even what existing powers will he have to carry out many of his plans, such as imposing tariffs? There is even more uncertainty than usual about whether or not we even have one. Nevertheless, […]