Morningstar, Inc. - October 10, 2025
Take These Steps to Make Your Money Last in Retirement
Plus: A Checklist for Open Enrollment Season ...
 Morning DigestOctober 10, 2025 Christine Benz, Margaret Giles Consider these strategies to avoid a retirement shortfall. 
ADVERTISEMENT  Editor's Picks  Products such as interval and tender offer funds offer investors exposure to illiquid securities. Here’s what to ask before buying one. Jason Kephart, Susan Dziubinski  If you’re signing up for employer-provided benefits, don’t just re-up for last year’s choices. Christine Benz  Use this calendar to keep up with all the stock market holidays. Tori Brovet, Carole Hodorowicz Investing Insights The risk of market crowdedness is real, but opportunities remain for investors in the rapidly expanding private credit market. Larry Swedroe These 12 undervalued real estate stocks pay dividends and trade at attractive prices. Margaret Giles Sectors New Stock Analyst Reports BMW's (BMW) solid third-quarter sales momentum in Europe, the US, and the rest of the world was overshadowed by a downgrade to full-year guidance for auto operating profit margin and free cash flow, attributable to weaker-than-expected performance in China and a higher-than-expected US tariff burden. The downward revision to BMW's auto EBIT margin is for the bottom half of its existing guidance, therefore not differing materially from market expectations. The more significant free cash flow downgrade we view as temporary, with most of it expected to be recouped in 2026. New Fund Analyst Reports JPMorgan Core Plus Bond’s (ONIAX) managers effectively leverage the firm’s well-resourced global fixed-income platform to drive consistently strong decisions. Increased conviction in their inputs supporting portfolio decisions earns a Process upgrade to High from Above Average. The Tools You Need to Invest Like an Analyst Stay connected:
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