Morningstar, Inc. - September 10, 2025
The Age When Your Retirement Portfolio Should Shift Gears
Plus, 4 reasons to take social security now and a calculator...
 Morning DigestSeptember 10, 2025 Christine Benz, Susan Dziubinski Don’t wait until retirement to start incorporating safer assets into your investment portfolio. 
ADVERTISEMENT  Editor's Picks  The fixed-income market holds appeal if you understand its nuances. Dan Lefkovitz  A guaranteed payment today can more valuable than a bigger one tomorrow. Sheryl Rowling  Use this calculator to estimate the monthly housing costs that fit your budget. Margaret Giles Investing Insights These bond ETFs and mutual funds earn Morningstar’s top rating. Tori Brovet, Susan Dziubinski The buy now, pay later company has a short track record of profitability, but a low valuation versus peers. Leah Hodgson They are the second-best value in investing. Russel Kinnel The financial advisor and adjunct professor discusses elevated equity valuations, the limitations of random-walk assumptions, and why bonds are riskier than you might think. Christine Benz, Amy Arnott Tariff costs are continuing to filter through to consumers, economists say. Frank Lee We like Apple’s AI features, but see them as incremental improvements. William Kerwin Alibaba shares remain undervalued. Chelsey Tam New Stock Analyst Reports The Tools You Need to Invest Like an Analyst Stay connected:
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