Weekly Wrap: The Inflation Reduction Act, Anti-ESG Sentiment, and Active Fund Managers

Editor’s Picks

The Inflation Reduction Act's Impact on Retirees The legislation makes the most significant changes to Medicare in almost two decades. How Portfolio Rebalancing Has Helped Investors in 2022 It's not a panacea but has helped limit some losses. Why Is Lithium Americas Stock So Cheap? The lithium opportunity may still be underappreciated by investors. Advisors: Here's How to Communicate With Your Future Gen-Z Clients Personal interest and effort fuel engagement with the next generation of clients. Diversification in a Bear Market Yes, almost everything is down this year, but diversification is still your friend. Anti-ESG Sentiment Gains Spotlight but Not Support Though these shareholder proposals received a lot of attention this proxy season, they garnered few votes.

Portfolio Planning and Personal Finance With Christine Benz

3 Tax Strategies for a Bear Market Want to lower the taxes due on your portfolio? Here's how. 3 Down-Market Strategies for Retirees Here's how to take control of your retirement portfolio during a bear market.

Mutual Funds and Exchange-Traded Funds

Why Pimco Income Fund Remains a Good Investment This multisector bond fund run by veteran managers is resilient, says Morningstar's analyst. 3 Short-Term Bond Funds to Calm Interest-Rate Jitters These funds will limit your risk—and your returns. Where Do Active Fund Managers Hold the Upper Hand? These are the markets where active managers reign supreme.

Stocks

3 Top Stocks to Buy in Q3 2022 These wide-moat stocks are a bargain. The Companies That Stand to Win and Lose From the Inflation Reduction Act First Solar, SunPower poised to benefit. Pharmaceutical companies not expected to see major changes to fair value estimates. 7 Undervalued Quality Growth Stocks Growth stocks including MercadoLibre and Salesforce are available at a steep discount and look poised for long-term outperformance. 6 Undervalued Stocks That Crushed Earnings Citigroup, Stellantis, and GSK are among those left undervalued even after earnings rallies on solid results. Amazon Stock Is One of Our Top Picks The shares of the e-commerce and cloud services leader are undervalued, Morningstar's analyst says. 3 Stocks That Will Benefit From the Inflation Reduction Act These climate-related companies are well positioned to profit. Big-Box Retailing Stocks See Strength in Consumer Spending How Walmart and Home Depot beat estimates. Airbnb and Marriott Deliver Strong Returns on Rise in Travel Which travel stock is best for your portfolio?

Rekenthaler Report

EE Bonds Vs. I Bonds Which is the better deal? Investors Are Shunning Vanguard's Best Funds The company's actively managed funds are shedding assets.

The Long View Podcast

Joe Saul-Sehy: What Is Your Growing Season? The author and financial podcaster on financial independence, the 'scarcity mindset,' and the importance of time horizon in deciding how to invest. You Need to Stop Fighting Inflation CNBC markets commentator Michael Santoli discusses the right way to protect your portfolio.

Sustainability Matters

Sustainability Books: Your Summer Reading List A clutch of book recommendations from sustainable-investing experts. Sustainability or ESG? The widespread use of 'ESG' obscures its broader purpose.

The Short Answer

The Best Investments for Taxable Accounts With some care, investors can build a tax-efficient portfolio that's diversified, too.

Policy

With Crypto, Advisors Need to Tread Carefully Despite lack of formal guidance, advisors will face scrutiny.

Commentary

Investing Is No Laughing Matter Crypto's promoters ignore the serious side of investing.

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