THE TRUTH ABOUT: Morningstar - The Untold Story

Anthropic's record IPO faces some big questions

No startup has ever grown so fast. Investors have already grown nervous.

The Economic Times · Oct 28

Anthropic IPO and your index fund: you already own the “winners”

Anthropic has filed to go public, and the “how to play it” lists are coming: the chipmakers, the cloud providers, the backers. If you own an S&P 500 or total-market index fund, you already hold most of those names, in size. The real question is whether to double a bet…

Thousandaire · Oct 27

Couple Have $4 Million Saved but Still Disagree About Retiring — What Would Be Enough?

A 60-year-old with $4 million saved wants to retire, but his wife says they cannot afford it. Independent benchmarks and record retirement fears reveal what 'enough' really means.

International Business Times UK · Oct 21

You’re 65 With a Paid-Off House and $750,000 — What Could You Safely Spend Each Month?

At 65, owning a paid-off house and holding $750,000 in investments gives retirement a very different starting point. Housing no longer includes a mortgage payment, but property taxes, insurance, repairs, utilities, and maintenance still consume cash. The bigger question involves how much of that $750,000 can support monthly spending without…

The Free Financial Advisor · Oct 4

SIFs should be satellite holdings, not the core of portfolios: Morningstar CEO Kunal Kapoor

With most SIFs only months old, early performance data offers limited insight into their long-term potential, Kapoor said. While the new category could expand India’s managed-investment market and intensify competition, investors should prioritise simplicity, diversification and cost discipline.

The Economic Times · Sep 30

USDA restricts ESG spending in dairy checkoff program

In this week’s edition of Economy and Society:

Ballotpedia · Sep 23

Popular Christmas retailer files for bankruptcy just as holiday supplies hit stores

The parent company of three online holiday retailers is reorganizing its debt ahead of what’s projected to be a historic shopping season

The Independent UK · Sep 21

A $300,000 Retirement Account Sounds Like a Lot — How Much Monthly Income Can It Actually Produce?

Seeing $300,000 on a retirement account statement can feel reassuring, especially after decades of saving a little at a time. But a retirement balance and...

Saving Advice · Sep 17

Natera Stock Has Excellent Technical ‘DNA’ as NTRA Sets a New All-Time High

Natera (NTRA) demonstrates strong technical momentum, with shares hitting a new all-time high. Shares are up more than 105% over the past year. Valuation concerns persist, as Morningstar sees NTRA as 33% overvalued and multiple analysts rate it a “Hold” despite bullish technicals. I recommend holding NTRA while it trades...

Barchart · Sep 17

Avantor Stock Has Strong Technical Momentum, But Make Sure Your Stop Losses Are Tight

Avantor (AVTR) exhibits strong technical momentum, recently setting a new year-to-date high. Shares are up more than 22% over the past year. AVTR maintains a 100% “Buy” technical opinion from Barchart. Most analysts see AVTR as undervalued, but I recommend a tight stop loss given its volatility and only moderate...

Barchart · Sep 16