Dan Lefkovitz
Dan Lefkovitz is a strategist for Morningstar Indexes.
Featured
More From Dan Lefkovitz

Will Emerging-Market Pioneer Mark Mobius Be Vindicated?
Why emerging-market stocks are a good investment today.

5 Winners and Losers From Another Rough First Quarter for Investors
Good news: Bad first quarters don’t necessarily portend bad years.

Dividend Stocks Are Getting a Boost From the HALO Trade. Can It Last?
In the US, both high-dividend stocks and dividend-growth stocks are outperforming amid AI disruption.

How Income Investors Can Avoid Dividend Traps in 2026
Here are three ways to identify companies whose dividends are at risk.

Amid a Messy US Value Stock Comeback, Investors Shouldn’t Turn Away
One thing is clear: Value stocks are good diversifiers today.

Why Portfolio Diversification Is About More Than Just Correlations
Asset correlations can be flawed diversification metrics when used in a vacuum.
/d10o6nnig0wrdw.cloudfront.net/12-12-2025/t_bff515f2661043c9bca78ccb55ad1924_name_file_960x540_1600_v4_.jpg)
Where to Invest in 2026 After This Year’s Market Volatility
Plus, the investment leaders and laggards of 2025.

5 Investing Surprises From 2025
The year proved once again that staying the course pays off for investors.

3 Contrarian Investment Ideas for 2026
It’s better to prepare your portfolio for a range of outcomes than try to predict 2026 investment performance.
Why 2026 Could Be a Breakout Year for Dividend Stocks
Plus, several undervalued stocks to buy with stable dividends.

10 Things We Can Learn From Warren Buffett That Have Nothing to Do With Money
Life lessons from the Oracle of Omaha as he retires as Berkshire Hathaway’s CEO.

US Stock Buybacks Are Booming in 2025. That’s Bad News for Dividend Investors
Unpacking the pros and cons of stock buybacks.

The Investment Themes That Are Outperforming AI
Successful thematic investing is about more than just following growth trends.
/d10o6nnig0wrdw.cloudfront.net/09-24-2025/t_32ad4c407b074cd8a62507de13bd4330_name_file_960x540_1600_v4_.jpg)
Is Your Dividend Income at Risk? Here’s How to Spot Dividend Traps
Plus, a look at the lagging performance of healthcare and consumer defensive stocks.

When It Pays to Buy Stocks of Companies Clouded in Controversy
Negative sentiment can create investment opportunities.

7 Reasons to Stop Freaking Out Over the US Fed
Don’t overstate the importance of the Fed—or even the impact of interest rates—when making investment decisions.
/d10o6nnig0wrdw.cloudfront.net/08-06-2025/t_eab8912f03ba4ec18a224cca662421ea_name_file_960x540_1600_v4_.jpg)
Is Investing Becoming Too Complex? Vanguard’s CEO Weighs In
Salim Ramji discusses private markets, cryptocurrency, and Vanguard.

The Surprising Truth About US Dividend Growth Stocks
The dividend growth universe is changing. Here’s what that means for investors.

Not All Dividend Stocks Are Safe. Here’s How to Avoid Dividend Traps
Three ways to determine whether a company is likely to cut its dividend.

Where Does ‘TACO’ Rank Among Investment Acronyms?
Wall Street’s shorthand can sound silly, but it can deliver important financial lessons, too.

Latin American Stocks Are Rebounding in 2025. Can the Good Times Last?
Why this asset class could have more room to run.

3 Surprising Market Winners in 2025
More proof that unloved investment areas can be fertile hunting grounds.

How US Market Turmoil Made Low-Volatility Stocks Great Again
This isn’t the first time the investment factor has thrived in turbulent periods.

China: Investment Opportunity or Uninvestable?
Strong recent returns could be a sign of better days ahead—or they could be another false dawn.

US Bonds Might Be Losing Money, but There Is a Bright Side
Unpacking the recent bond market selloff and what it means for investment portfolios.




