Chief Investment Officer and the lead fixed-income portfolio manager Mary Ellen Stanek at Baird has been awarded Morningstar’s 2022 Outstanding Portfolio Manager prize, reports CityWireUSA. This was Stanek’s third time…
Tag: Morningstar
4 Reasons Investors May Consider Selling Stocks Right Now
Selling high is a basic tenet of successful investing, so it doesn’t take an investment wizard to know that it’s rarely smart to sell during a downturn. But an article…
You Own Too Much U.S. Equity
Portfolio diversification should include a higher international-stock weighting, maintains an article in Morningstar. Most Americans have a home bias, weighting their portfolios heavily towards U.S. stocks. But foreign stocks can…
Avoiding Investment Horror Stories
As we emerge from the spooky season, Morningstar asked several financiers for their investment horror stories, and what advice they have for avoiding the worst. Dan Kemp, global chief investment…
Investment Styles and Personality Type
A recent Morningstar article outlines findings from a study by professors at Finland’s University of Oulu that focuses on how personality impacts investment style. The article reports that due to…