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Karen Wallace

Karen Wallace

is a senior editor with morningstar.com.

What is direct indexing?
Personal Finance
What is direct indexing?
We take a look at the pros and cons of this investing strategy.
8 stocks Warren Buffett might buy, if he could
Stocks
8 stocks Warren Buffett might buy, if he could
The investing legend might take an interest in these high-quality stocks if Berkshire Hathaway were nimble enough.
Cannabis' federal legal status is not a total buzzkill
Video
Cannabis' federal legal status is not a total buzzkill
The industry still has significant growth potential.
Do earnings 'beats' and 'misses' really matter?
Stocks
Do earnings 'beats' and 'misses' really matter?
Pay attention to half-yearly results but don't give them more weight than they deserve.
Investing basics: what is GameStop and why is everyone talking about it?
Personal Finance
Investing basics: what is GameStop and why is everyone talking about it?
We explain what a short squeeze is and how it works.
What is gold worth?
Video
What is gold worth?
And do any other assets currently compare?
What is the Morningstar ESG Commitment level?
Video
What is the Morningstar ESG Commitment level?
Our new rating highlights the degree to which a fund or asset manager considers environmental, social, and governance issues.
Investing basics: key factors for evaluating managed funds
Personal Finance
Investing basics: key factors for evaluating managed funds
Performance may be the first thing many people look at when evaluating a fund, but it’s not the most important consideration, writes Karen...
15 companies committed to change
Stocks
15 companies committed to change
These companies achieve high Minority Empowerment Scores because they have demonstrated a strong commitment to diversity and inclusion.
Investing basics: before you sell anything in your retirement account, read this
Personal Finance
Investing basics: before you sell anything in your retirement account, read this
We think stocks will eventually recover from this downturn, and investors shouldn't wait on the sidelines until they do.
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