Dan Lefkovitz

Most stocks aren’t worth owning. Here’s what the winners have in common.

Morningstar dividend indexes use various screens to flag at-risk payouts.

The effects of SpaceX and other big private companies going public won’t be sweeping or come all at once.

A historically concentrated market isn’t necessarily bad, but it does pose risks.

These high-quality stocks can make powerful long-term portfolio anchors.

Enduring enthusiasm for AI has made factor rotations hard to sustain.

Three ways to determine whether a company is likely to cut its dividend.

Quality’s surprising underperformance in 2025 proves that even in risk-off periods, valuation matters.

This isn’t the first time the investment factor has thrived in turbulent periods.

Examining historical shifts in the stock market’s sector composition may provide answers.

Plus, several undervalued dividend stocks to consider buying.

Keep these key takeaways in mind as you adjust your investment portfolio for 2025.

Jeremy Grantham discusses tips for investors and how the rise of AI compares with previous market bubble bursts.

Examining geographic revenue sources of companies yields useful insights for today’s investor.

According to Morningstar Indexes’ annual study, 48% of the revenues from the Canadian equity market are sourced domestically.