Our weekly collection of informative and thought-provoking articles from around the web.

Second quarter in U.S. stock funds: growth on fire (Morningstar). A report card showcasing a few of the quarter's top performers — including two of SMI's recommended Upgrading funds.

ETF buyers propel stock market rally (The Wall Street Journal – via Twitter). Surging demand for exchange-traded funds has helped fuel the latest leg higher for the stock-market rally.

Quincy Jones ETF is a thing (ETF.com). And speaking ETFs, there really is an ETF for almost everything imaginable. (This one tracks an index that covers companies involved in online streaming of music and entertainment.)

Fidelity’s lessons for the asset-management business (The Economist). An interesting read about how the stalwart fund firm is adapting — and adapting well — in an age of passive funds and robo-advisers. 

4 questions for your donor-advised fund (The Wall Street Journal – via MarketWatch). A good follow-up to Donor-Advised Funds: A Great Tool For Tax-Efficient Giving in the current SMI newsletter.

And from the blogosphere...

Why are mortgage rates falling after the Fed started raising interest rates? (Financial Samurai). The recent downward trend is a reminder that mortgage rates reflect what the bond market does, not what the Fed does.

Predictive vs. diagnostic frameworks (A Wealth of Common Sense). Most people — experts included — are terrible at making predictions. On the other hand, we can diagnose trends, which can help us make better decisions.

Split brain: understanding cause and effect (A Wealth of Common Sense). Intelligent investors understand that while a good decision-making process may not always result in positive outcomes in the short-run, it can raise the probability of success over the long-run.

How much investing risk should you take in retirement? (Real Deal Retirement). Even if you're able to handle a somewhat aggressive strategy, why push it if you don’t have to?

Ben Sasse on the space between Nebraska and Neverland (Conversations with Tyler). Economist Tyler Cowen talks with the U.S. senator (and Christian thinker) from Nebraska about — among other things — the evolving economy: "We see what the disruption looks like...but we [don't] know where we're headed."