Investing Insights: Recent Episodes
Morningstar
Get stock, fund, and ETF picks, plus personal finance advice, investing tips, and exclusive fund manager interviews. -- Chicago-based Morningstar, Inc. is a world-leading provider of independent investment research.
Picking winning stocks is just part of the battle to beat an index. Active managers make investing moves when opportunities arise or dry up. They also rely on a team of analysts and state-of-the-art tools to help them uncover the next big investment idea. Yet, an in-depth dive into the top 100 largest active US stock funds reveals most active managers earn lower returns than their index. So, what are the pros' missteps? And what can everyday investors like you learn from them? Jeff Ptak analyzed years of stock fund data. The managing director of manager research for Morningstar explains what he found.
The Biggest Active Stock Funds Picked the Right Stocks. They Still Lagged
On this episode:
00:00:00 Welcome
00:00:55 What is a hypothetical 'do-nothing' portfolio?
00:02:54 Hits and misses during 2025's strong market
00:04:16 The do-nothing portfolio's performance during up and down years
00:05:17 Hypothetical $10K growth over a decade
00:06:27 How active managers can do a better job of beating their index
00:07:35 Overcoming the urge to make portfolio tweaks
Watch more from Morningstar:
Target-Date Funds With Annuities Are Gaining Ground. Is That Good for Your Retirement Plan?
AI ETFs Are on the Rise. Are They Worth the Risk?
Don’t Leave Tax Savings on the Table: How to Conduct a Midyear IRA Checkup
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Guaranteed income in retirement sounds pretty nice, but what are the trade-offs to make it happen? Several big asset managers offer target-date funds with built-in annuities. However, it's difficult to compare one against another because their strategies tend to differ. And retail annuities' dubious reputation has set up a hurdle for mass adoption. But recent important developments could clear the path for these funds to appear in 401(k)s and other retirement plans. New Morningstar research explores why target-date funds with annuities are gaining ground in the US. Jason Kephart has dug into the data. Morningstar's senior principal of multi-asset manager research is here to explain what he found.
As Fidelity Adds Target-Date Fund With Guaranteed Income, Here’s What You Should Watch For
On this episode:
00:00:00 Welcome
00:00:59 What annuities are and why they got a bad rap
00:02:05 How in-plan annuities differ from retail versions
00:02:26 Why a proposed Department of Labor rule matters for 401(k) plans
00:03:08 Is momentum building for guaranteed income in 401(k)s?
00:04:18 Income annuities vs. guaranteed lifetime withdrawal benefits
00:07:09 What retirement savers should know now
Watch more from Morningstar:
AI ETFs Are on the Rise. Are They Worth the Risk?
Don’t Leave Tax Savings on the Table: How to Conduct a Midyear IRA Checkup
What Investors Should Watch for in the Second Half of 2026
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It's hard to escape the artificial intelligence hype. It's everywhere. Companies are adopting AI into their processes. Many people are talking to chatbots. And investors are making bets on which firms or themes will win. But do you need to own an AI ETF to benefit from the boom? Or do you already have enough exposure? Morningstar's associate director of US passive strategies research Dan Sotiroff has investigated whether the additional volatility of an ETF focused on AI is worth the risk.
For the Best Long-Term Bet in the AI Economy, Look to the Past
On this episode:
00:00:00 Welcome
00:01:16 How AI shapes broad market ETFs
00:03:53 Are there still opportunities for smaller companies as large tech firms dominate?
00:05:12 What to know about thematic AI ETFs
00:08:59 Are ETFs the ideal way to invest in AI?
00:10:33 ETF picks for getting AI exposure
00:13:38 What to keep in mind about the AI tech trend
Watch more from Morningstar:
Don’t Leave Tax Savings on the Table: How to Conduct a Midyear IRA Checkup
What Investors Should Watch for in the Second Half of 2026
Dividend Investing: How to Find the Right Balance Between Income and Growth
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Consider getting your IRA in shape this summer instead of waiting for the calendar to flip to next year. A midyear checkup could help you optimize your retirement account to benefit from its tax advantages sooner than later. Morningstar's FundInvestor newsletter has highlighted investment ideas for folks who want to keep it simple, maximize tax advantages, or strive for capital appreciation. Morningstar's senior principal of ratings Russ Kinnel shares his favorite fund ideas for an IRA.
IRA Favorites for Your Retirement Saving Plan
On this episode:
00:00:00 Welcome
00:01:16 IRA basics and how Russ Kinnel invests in his IR
00:01:58 One-stop fund favorites for keeping it simple
00:03:45 Funds for maximizing tax advantages
00:06:38 Ideas to take the most advantage of tax-free compounding by focusing on capital appreciation
00:08:44 Could the funds also work in a Roth IRA?
Watch more from Morningstar:
What Investors Should Watch for in the Second Half of 2026
Dividend Investing: How to Find the Right Balance Between Income and Growth
Are Mutual Funds Becoming Obsolete?
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Market volatility tends to challenge investors' willpower to stick to their plan. That's understandable because it tends to be easier to say you will focus on the long-term until uncertainty emerges. Geopolitics and artificial intelligence stirred up their share of highs and lows in 2026. What lessons can you learn from past market-moving events to stay invested? And where are the opportunities in the second half of the year?
Dominic Pappalardo is the chief multi-asset strategist for Morningstar Wealth. It's part of registered investment advisor, Morningstar Investment Management.
What’s Ahead in 2027 and Beyond for Inflation, Fed Rate Cuts, and More
On this episode:
00:00:31 Welcome
00:01:18 Stock market's first six months of 2026
00:01:41 Events driving this year's market highs and lows
00:06:02 Staying invested during drawdowns and volatility
00:10:04 Morningstar's mid-year market outlook
00:12:19 Fixed-income and equity sector opportunities
00:14:55 Investor takeaways for the second half of 2026
Watch more from Morningstar:
Dividend Investing: How to Find the Right Balance Between Income and Growth
https://www.morningstar.com/podcasts/investing-insights/dividend-investing-how-find-right-balance-between-income-growth-2
Are Mutual Funds Becoming Obsolete?
https://www.morningstar.com/podcasts/investing-insights/are-mutual-funds-becoming-obsolete-2
Brace Your Portfolio for Mega-IPOs
https://www.morningstar.com/podcasts/investing-insights/brace-your-portfolio-mega-ipos-2
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There's just something about dividends. The popular investing strategy attracts retirees and other investors who need regular cash payouts, as well as those who like the tangible return dividends represent, even if they are reinvesting those distributions back into their portfolio. But what are the tradeoffs, and are they worth it? It depends on who you ask.
From the pages of the Q2 2026 issue of Morningstar Magazine, several specialists argue against chasing higher yield. Instead, they encourage investors to balance dividends and total return. Jerry Kerns, who's the editor in chief, joins Investing Insights to discuss the magazine’s spotlight.
Featured Article: Subscribe to Morningstar Magazine
On this episode:
00:00:00 Welcome
00:01:35 What dividend investing is and its appeal
00:03:55 Yield chasing trade-offs and dividend cut signals
00:07:47 Why consider buyback yield alongside dividend yield
00:09:44 Dividend stocks Morningstar analysts find attractive
00:10:45 Gold-rated funds and insights into the strategies
00:12:00 How income investors can strike the right balance
Watch more from Morningstar:
Are Mutual Funds Becoming Obsolete?
https://www.morningstar.com/podcasts/investing-insights/are-mutual-funds-becoming-obsolete-2
Brace Your Portfolio for Mega-IPOs
https://www.morningstar.com/podcasts/investing-insights/brace-your-portfolio-mega-ipos-2
The Portfolio That Has Been Beating the Classic 60/40, and Why It Matters for You https://www.morningstar.com/podcasts/investing-insights/portfolio-that-has-been-beating-classic-6040-why-it-matters-you-2
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Bryan Armour, Morningstar’s director of ETF and passive strategies research for North America, and Dan Sotiroff, Morningstar’s associate director of US passive strategies research, explain why ETFs and collective investment trusts or CITs are challenging mutual funds.
How Active ETFs Are Reshaping Fund Fees
On this episode:
00:00:00 Welcome
00:01:30 How ETFs and mutual funds are alike and different
00:03:34 What investors prefer now
00:06:10 Cases when owning a mutual fund instead of an ETF could be beneficial
00:09:58 Are ETFs still synonymous with passive investing?
00:12:33 Notable names behind the active ETF launches
00:14:58 Are mutual funds an endangered species?
Watch more from Morningstar:
Brace Your Portfolio for Mega-IPOs
The Portfolio That Has Been Beating the Classic 60/40, and Why It Matters for You
The Best Opportunities for Fund Investors Today
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2026 is the year of the mega-IPO. SpaceX, Anthropic, and OpenAI are working their way through the pipeline as anticipation builds for their blockbuster debuts. Elon Musk’s conglomerate is leading the shift from private to public markets. Demand is appearing to skyrocket to buy the companies the moment their stocks are publicly available. But is that the right move if you’re investing for the long term? Or are there better opportunities among stocks that are down on fears of AI competition, such as software as a service, or SaaS, stocks? These big private firms’ public arrivals will also affect index funds and 401(k)s.
So what should you make of all this? Paul Condra is the global head of private markets research for PitchBook, a Morningstar company. He and his colleagues are presenting this topic at the upcoming Morningstar Investment Conference in Chicago.
Why We Think the SpaceX IPO Is Overvalued
On this episode:
00:00:00 Welcome
00:01:46 Why SpaceX, Anthropic, and OpenAI Are Going Public Now
00:03:10 Why Morningstar Values SpaceX at Half the IPO Price
00:04:34 How Retail Investors Should Approach Buying SpaceX Stock
00:05:56Anthropic's IPO and Its Trillion-Dollar Valuation
00:07:12 OpenAI's Broken Economics and IPO Prospects
00:08:47 New Index Rules and What They Mean for Your 401(k)
Watch more from Morningstar:
The Portfolio That Has Been Beating the Classic 60/40, and Why It Matters for You
https://www.morningstar.com/portfolios/portfolio-that-has-been-beating-classic-6040-why-it-matters-you
The Best Opportunities for Fund Investors Today
https://www.morningstar.com/funds/best-opportunities-fund-investors-today
Will Vacation Inflation Affect Your Summer Travel? Here’s What to Know
https://www.morningstar.com/stocks/will-vacation-inflation-affect-your-summer-travel-heres-what-know
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Don't underestimate the benefits of portfolio diversification. A well-diversified portfolio can ride waves of market volatility, and new Morningstar research found that's what happened in 2025. When uncertainty emerged at times during the generally bullish market, the report identifies which asset classes performed well, which didn't, and how the classic 60/40 portfolio fared. So, what are the biggest challenges for portfolio diversification today? Amy Arnott is one of the co-authors of the 2026 Diversification Landscape Report.
Why Portfolio Diversification Has Paid Off—but More Isn’t Always Better
On this episode:
00:00:00 Welcome
00:01:19 Market trends shaping investor sentiment in 2026
00:02:27 Leading and lagging asset classes year to date
00:03:15 Inside Morningstar's 2026 Diversification Landscape Report
00:04:11 60/40 vs. diversified test portfolio and how each performed
00:07:38 Rising inflation and what it means for bonds
00:10:48 How retirees and risk-averse investors can manage volatility
Watch more from Morningstar:
The Best Opportunities for Fund Investors Today
Will Vacation Inflation Affect Your Summer Travel? Here’s What to Know
Bond ETF Flows Just Flipped. Here’s What It Means for You
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Morningstar stamps what it thinks about a fund’s future with this Medalist Rating. You’ve probably seen a star with the word Gold, Silver, or Bronze next to a fund you were researching on Morningstar.com. This represents the fund’s Morningstar Medalist Rating. The manager research team recently reworked and simplified how they judge funds to create a simpler process for investors to understand. The new methodology also brings more transparency and stability. Some funds’ ratings rose, while others fell or held steady. What were the key factors that led to the upgrades and downgrades, and which funds gained or lost status?
Morningstar Senior Principal of Ratings Russ Kinnel was in a room where it happened. Russ, who is also the editor of Morningstar FundInvestor, is here to talk about it.
How Morningstar’s New Medalist Rating Methodology Affects 11 of America’s Largest Funds
On this episode:
00:00:00 Welcome
00:01:33 Why Morningstar refreshed its Medalist Rating methodology
00:02:43 How the new criteria evaluate active and passive funds
00:03:07 Rating changes across fund categories and equity style boxes
00:04:09 Fidelity Contrafund, Pimco Income, and Vanguard Total Stock Market Index reviewed
00:06:25 Upgrades for target date, bank loan, and allocation funds
00:08:44 High fees trigger downgrades for some funds
Watch more from Morningstar:
Will Vacation Inflation Affect Your Summer Travel? Here’s What to Know
https://www.morningstar.com/stocks/will-vacation-inflation-affect-your-summer-travel-heres-what-know
Bond ETF Flows Just Flipped. Here’s What It Means for You
https://www.morningstar.com/bonds/bond-etf-flows-just-flipped-heres-what-it-means-you
How Big Tech’s Bond Spree and Rising US Debt Are Creating Risks and Opportunities
https://www.morningstar.com/bonds/how-big-techs-bond-spree-rising-us-debt-are-creating-risks-opportunities
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Macroeconomic conditions are squeezing US airlines and travelers just in time for the summer travel season.
Higher fuel costs due to the conflict in the Middle East are pushing up ticket prices. The latest Consumer Price Index report showed fares rose by about 3% in April. Meanwhile, choices for cheap seats decreased when Spirit Airlines went out of business in May. The ultra low-cost carrier blamed soaring energy prices. What does this uptick in energy inflation mean for airlines’ profits and travelers’ wallets?
Nic Owens is an equity analyst for Morningstar and covers the North American airlines.
April CPI Report Shows Inflation Broadening As Energy Spike Impact Spreads
On this episode:
00:00:00 Welcome
00:01:21 Energy prices and airline profit outlooks
00:02:40 How this summer's travel demand stacks up
00:04:01 Which Big Four airlines are most and least vulnerable
00:05:44 Who will compete for Spirit's former customers
00:07:00 Tips for travelers
00:08:51 What Morningstar’s analyst thinks about airline stocks
Watch more from Morningstar:
Bond ETF Flows Just Flipped. Here's What It Means for You
How Big Tech's Bond Spree and Rising US Debt Are Creating Risks and Opportunities
10 Exceptional Stocks With Double-Digit Dividend Raises
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ltrashort bond funds are experiencing highs and lows this year.
They racked up a record $24 billion monthly inflow in March. But their fortunes reversed in April. Investors yanked out $1.6 billion. It was the biggest monthly outflow for the category in about two years. Ultrashort bond funds and similar fixed-income investments attract investors seeking a safe haven. They also generate cash and help moderate portfolio risks. So why are investors leaving now? What should you know before adding them to your portfolio?
Morningstar’s ETFInvestor newsletter editor Dan Sotiroff is here to answer that. And the associate director of US passive strategies research will reveal which shorter-term bond ETFs have high ratings from Morningstar.
Subscribe to Morningstar Investor Newsletters
https://newsletters.morningstar.com/
On this episode:
00:00:00 Welcome
00:01:33 Three types of shorter-term bonds explained
00:03:54 Comparison to money market funds and CDs
00:07:05 Why investor poured into funds before reversing course
00:08:34 Who else are these suited for beyond income investors
00:11:11 Top-rated ultrashort and short-term bond ETFs
00:13:22 Top-rated short-term government bond ETFs
00:14:09 Takeaway for income investors
Watch more from Morningstar:
How Big Tech’s Bond Spree and Rising US Debt Are Creating Risks and Opportunities
10 Exceptional Stocks With Double-Digit Dividend Raises
Investors May Be Ignoring Big Market Disruptions. Is There Risk to the Rebuff?
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Is a global debt emergency on the horizon?
Big Tech’s bond-issuing spree is helping to pay for its massive artificial intelligence buildout. And it’s not expected to slow down this year. Meanwhile, the US federal deficit has swelled to about $39 trillion, according to the US Treasury Department. That’s raising red flags about the potential impact on the Treasuries market. Government and corporate debt are growing but for different reasons. How should investors think about it?
Dominic Pappalardo is the chief multi-asset strategist for Morningstar Wealth. It’s part of registered investment advisor, Morningstar Investment Management.
Why Bonds Still Have Long-Term Appeal Despite Recent Wobbles
On this episode:
00:00:00 Welcome
00:01:29 Big Tech's AI bond-issuing spree explained
00:03:51 What's driving the US federal deficit higher
00:06:04 Calls to prepare for a bond market emergency
00:07:38 Government vs. corporate debt key differences
00:08:45 Potential risks lurking in today's bond market
00:10:33 Bond portfolio opportunities and investor takeaways
Watch more from Morningstar:
10 Exceptional Stocks With Double-Digit Dividend Raises
Investors May Be Ignoring Big Market Disruptions. Is There Risk to the Rebuff?
Vanguard Wrote the Playbook for Success. Now, It Must Evolve to Stay on Top
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A rare group of dividend-paying stocks are standing out for their exceptional qualities. They’ve racked up five straight years of dividend growth of 10% or more. And they’ve passed several rigorous checks. Morningstar’s DividendInvestor newsletter editor David Harrell dug into the data to identify this year’s class of Dividend Growers.
Subscribe to Morningstar’s DividendInvestor newsletter.
On this episode:
00:00:00 Welcome
00:01:08 Dividend Growers qualifications and key caveats
00:03:17 How the 2026 Dividend Growers list changed from last year
00:04:11 Meet the three newcomers: Intuit, Motorola Solutions, and TJX
00:05:43 Near-miss stocks and why the group’s average yields run higher
00:08:19 Who dividend growth stocks suit
00:11:13 Which 2026 Dividend Growers look undervalued now
Watch more from Morningstar:
Investors May Be Ignoring Big Market Disruptions. Is There Risk to the Rebuff?
Vanguard Wrote the Playbook for Success. Now, It Must Evolve to Stay on Top
Vanguard Is Entering a New Era. Can It Keep Winning for Another 50 Years?
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What’s fueling Wall Street’s optimism? While geopolitical tensions between the US and Iran are dominating headlines, US stocks recently hit an all-time high. The global oil shock is just one major disruption to rattle investors before receding this year. The enthusiasm for the artificial intelligence boom also waned in early 2026. So, what should investors make of the market’s fluctuating mood? Tom Lauricella is the global markets editor for Morningstar Inc. and the editor of Smart Investor newsletter.
What War? US Stocks Hit Record Highs
On this episode:
00:00:00 Welcome
00:01:20 Markets’ Response to the Iran War
00:02:40 Why Stocks Hit Record Highs Despite the Oil Shock
00:04:50 Earnings Season and Investor Sentiment
00:05:49 Big Tech Crosswinds and the Bond Market
00:09:04 Concerns About Private Credit Markets
00:11:07 Inflation, the Fed, and Leadership Transition
Watch more from Morningstar:
Vanguard Wrote the Playbook for Success. Now, It Must Evolve to Stay on Top
Vanguard Is Entering a New Era. Can It Keep Winning for Another 50 Years?
These 8 Funds Could Help Steady Portfolios During Rough Markets
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Vanguard redefined investor-first for the better, and it’s aiming to maintain that reputation. Vanguard revolutionized passive investing when it created the first retail index fund. The behemoth asset manager continues to attract swells of everyday investors and money with headline-making fee cuts that put pressure on rivals to follow suit. But Vanguard is also seeking to develop an edge in new areas. It’s going full force on active bond ETFs, for example, and creating a target-date trust series to provide retirees the security of a predictable income. This week’s episode is the second of a two-part series examining what’s going on with Vanguard in 2026. Dan Sotiroff, associate director of US passive strategies research for Morningstar, covers Vanguard.
Vanguard Is Entering a New Era. Can It Keep Winning for Another 50 Years?
On this episode:
00:00:00 Welcome
00:01:40 Vanguard's Growth: Challenges of Doubling Its Client Base
00:03:28 Vanguard's Evolving Leadership
00:06:15 Fund Fee Cuts and Revenue Impact
00:10:17 Target-Date Fund Series With TIAA to Offer Guaranteed Income
00:12:04 Combining Public and Private Assets in Multi-Asset Investments With Wellington and Blackstone
00:14:39 Active Fixed-Income Push and Two New High-Yield Bond ETFs
00:19:51 Vanguard's Top Priorities for 2026
Watch more from Morningstar:
Vanguard Is Entering a New Era. Can It Keep Winning for Another 50 Years?
These 8 Funds Could Help Steady Portfolios During Rough Markets
Why Bond Funds Benefit from Active Management
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Will Vanguard’s next 50 years live up to its first half century? The popular investment firm counts millions of everyday investors among its clients. Vanguard CEO Salim Ramji joined the firm from its rival, BlackRock. Ramji is influencing Vanguard’s direction while keeping the overall mission intact. But the company continues to evolve under the new leadership, with a greater emphasis on advice and the launch of new funds. This episode is the first of a two-part series examining what’s going on with Vanguard in 2026. Dan Sotiroff, Vanguard analyst and the associate director of US passive strategies research for Morningstar, joined Investing Insights.
Vanguard Investors Cleaned Up https://www.morningstar.com/funds/vanguard-investors-cleaned-up
On this episode:
00:00:00 Welcome
00:01:28 Vanguard’s New Era Under CEO Salim Ramji
00:02:56 Vanguard Splits Into Two Investment Advisors
00:07:17 Analyst’s Thoughts on the Firm’s SEC Scrutiny and Fine
00:10:03 Seeking ETF Share Class Approval for Active Funds
00:12:01 New Active Equity ETFs and Coverage Outlook
Watch more from Morningstar:
These 8 Funds Could Help Steady Portfolios During Rough Markets
Why Bond Funds Benefit from Active Management
These Top Tech Stocks Can Stand Up to AI Risks
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Too many funds and stocks in a portfolio can create clutter and make rebalancing time-consuming. Allocation funds such as balanced funds can make it easier to stay diversified and invested during market volatility. That’s because these funds automatically rebalance, moderating big gains and losses. And the funds can provide exposure to more than one security type and market. Russ Kinnel, senior principal of ratings for Morningstar and editor of Morningstar FundInvestor newsletter, discusses his list of the best balanced and allocation funds.
Subscribe to Morningstar FundInvestor newsletter.
On this episode:
00:00:00 Welcome
00:00:48 Balanced funds and market volatility
00:01:18 Who allocation funds are designed for
00:03:30 Foreign exposure in Vanguard Global Wellesley Income fund
00:04:40 Dividend income focus at Vanguard Global Wellington and American Funds Capital Income Builder funds
00:05:22 Inflation‑protection strategies in Pimco and T. Rowe Price funds
00:07:45 Key takeaways on balanced and allocation funds
Watch more from Morningstar:
Why Bond Funds Benefit from Active Management
These Top Tech Stocks Can Stand Up to AI Risks
2 Cautionary Tales from Private Equity and Private Credit Markets
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Active management can still win in the bond market. Opportunities abound for active managers to best their passive peers and benchmarks. And here’s why: they have access to tools, asset classes, and flexibility that their competition does not. Right now, the bond market is ripe for them to succeed. A deep dive in Morningstar Magazine’s first quarter 2026 issue makes the case why everyday investors should consider adding active bond funds to their portfolio. Eric Jacobson, senior principal of fixed-income strategies for Morningstar, and Maciej Kowara, principal of fixed income strategies for Morningstar, co-authored the article.
Subscribe to Morningstar Magazine to read independent investment research for free.
On this episode:
00:00:00 Welcome
00:01:33 Why Active Management Still Works in Bonds
00:02:25 Who Trades in the Bond Market
00:03:18 Finding Inefficiencies in Fixed Income
00:04:26 When Passive Bond Funds Can Hurt Investors
00:06:01 How to Spot a Good Active Bond Fund
00:08:10 What Gives Active Managers an Edge
Watch more from Morningstar:
These Top Tech Stocks Can Stand Up to AI Risks
2 Cautionary Tales from Private Equity and Private Credit Markets
Are You Ready for Tax Day? Here’s What You Need to Know Before You File
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The stock market has cooled on stocks caught up in the whirlwind of artificial intelligence. Fears over whether AI will disrupt a variety of sectors have triggered big sell-offs. Morningstar equity analysts have investigated 132 companies to determine whether that’s the case. They have concluded that AI is not a universal destroyer. The team thinks investors should sort through the wreckage and find newly cheap companies with enduring competitive advantages. Eric Compton, director of equity research for the technology sector at Morningstar, tells you where to look.
Moat Ratings Guidebook Amid AI Disruption
On this episode:
00:00:00 Welcome
00:01:28 What are Moats, and How Does Morningstar Use Them?
00:04:11 In-Depth Analyst Review of 132 Companies
00:06:27 Why Cybersecurity Holds Up
00:10:02 Why Design Software Looks Resilient
00:13:10 How Financial Data Benefits From AI
00:15:32 Finding Opportunity After AI Selloffs
Watch more from Morningstar:
2 Cautionary Tales from Private Equity and Private Credit Markets
Are You Ready for Tax Day? Here’s What You Need to Know Before You File
Avoid This IRA Distribution Error to Protect Your Retirement Cash
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Two high-profile cases in the public-private markets are testing boundaries and investors. ERShares Private-Public Crossover ETF’s stake in illiquid holdings, including SpaceX, has apparently run afoul SEC rules. Meanwhile, a high-flying alternative assets manager has changed the rules for returning investors’ cash from one of its funds. And Blue Owl Capital is now facing backlash.
Lessons From a Private Markets Bust: Why This ETF’s Investors Missed Out on SpaceX Gains
Subscribe to the Public Meets Private newsletter.
On this episode:
00:00:00 Welcome
00:01:24 How XOVR ETF Differs From Typical ETFs
00:02:11 XOVR ETF Performance Versus Broader Stock Market
00:02:48 Why XOVR’s SpaceX Stake Swung Sharply
00:09:56 Blue Owl Capital’s Origins and Current Problems
00:13:25 Who Invests in Blue Owl’s Direct Lending Funds
00:18:09 Investor Lessons From Blue Owl’s Redemption Halt
Watch more from Morningstar:
Are You Ready for Tax Day? Here’s What You Need to Know Before You File
Avoid This IRA Distribution Error to Protect Your Retirement Cash
Elevate Your 60/40 Portfolio With These Simple Tweaks
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Tax day is quickly approaching, and it’s time to get organized. New tax rules might make it worth your while to itemize rather than take the standard deduction this year. And don’t just file away your 1099 forms—they can offer valuable insight into your portfolio’s tax efficiency. Christine Benz, Morningstar’s director of personal finance and retirement planning, discusses what you need to consider before, and after, you file.
Morningstar’s Tax-Planning and IRA Resources for 2026
On this episode:
00:00:00 Welcome
00:01:15 The "Procrastination Penalty" of Last-Minute IRA and HSA Contributions
00:02:35 How to Decide Whether to Itemize or Claim the Standard Deduction
00:04:18 Tips for Itemizing
00:05:37 Other Deductions You May Qualify For
00:07:45 Insights from Your 1099 Forms: Dividends
00:10:40 Insights from Your 1099 Forms: Capital Gains
00:09:39 Insights from Your 1099 Forms: Tax-Exempt Interest
00:12:35 How to Avoid Overpaying Your Taxes
Watch more from Morningstar:
Avoid This IRA Distribution Error to Protect Your Retirement Cash
Elevate Your 60/40 Portfolio With These Simple Tweaks
Why REIT ETFs Still Work as Real Estate Slumps
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A distribution from your traditional IRA could cost you if you’re not aware of your responsibilities. Many investors are saving up for their retirement in workplace accounts like 401(k)s. Those administrators handle tasks that IRA custodians don’t. And it’s up to you to take charge and keep track of your hard-earned money, so you’re not taxed twice. Denise Appleby is known as “The IRA Whisperer.” The Morningstar contributor has written about how to protect your IRA from costly mistakes.
Don’t Pay Taxes Twice: Here’s How to Save Thousands on IRA Distributions https://www.morningstar.com/personal-finance/dont-pay-taxes-twice-heres-how-save-thousands-ira-distributions
On this episode:
00:00:00 Welcome
00:01:28 What is a Traditional IRA and How It’s Funded
00:02:29 How IRA Withdrawals Are Taxed When Accounts Hold Taxable and Tax-Free Dollars
00:05:36 What IRA Custodians Don’t Track and Why Investors Should
00:09:05 What to Check on Form 1099‑R and Why Form 8606 Matters
00:12:02 How to Fix IRA Mistakes
00:13:44 What Records to Keep Track of to Avoid Double Taxation
Watch more from Morningstar:
Elevate Your 60/40 Portfolio With These Simple Tweaks
Why REIT ETFs Still Work as Real Estate Slumps
How to Make the Most of Your IRA in 2026
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The 60/40 portfolio has proven it’s here to stay, but it can benefit from a refresh like other classics. The total portfolio approach refines the 60/40. It takes a closer look at the components of the plain-vanilla portfolio and considers how risky they are. The goal is to help investors stay disciplined as market conditions change for the better or worse. Jason Kephart has written about the total portfolio approach. He’s a senior principal of multi-asset manager research for Morningstar.
How a Total Portfolio Approach Can Improve the 60/40 Portfolio
Morningstar’s Tax-Planning and IRA Resources for 2026
On this episode:
00:00:00 Welcome
00:01:20 Total Portfolio Approach vs 60/40 Portfolio
00:01:52 How Growth and Stability Work
00:03:30 Why High-Yield Bonds Wouldn’t Go into Stability
00:04:30 Stocks That Might Be Better Suited for Stability than Growth
00:06:52 Challenges of the Total Portfolio Approach
00:08:49 How Investors Can Use This Strategy
Watch more from Morningstar:
Why REIT ETFs Still Work as Real Estate Slumps
How to Make the Most of Your IRA in 2026
3 Winners and 3 Losers from Emerging-Market Funds’ Big Rally
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The struggle of brick-and-mortar real estate has extended into investment portfolios. Elevated inflation and high interest rates have weighed on the real estate sector over the past few years. Real estate investment trusts or REIT ETFs have not been spared. Yet these exchange-traded funds are popular among income investors. They generate cash and can help diversify a portfolio. So, where do they fit in yours? And which REIT ETFs do Morningstar analysts consider top picks? Dan Sotiroff is the associate director of US Passive Strategies for Morningstar. Dan is also the editor of Morningstar’s ETFInvestor newsletter.
Subscribe to Morningstar’s ETFInvestor newsletter. https://newsletters.morningstar.com/
On this episode:
00:00:00 Welcome
00:01:26 Basics of REIT ETFs
00:04:34 Active vs. Passive REIT ETFs
00:06:03 REIT ETFs’ Performance vs US Stock Market
00:09:20 Cutting the Tax Bill on REIT ETF income
00:10:06 Top REIT ETFs From Vanguard & Schwab
00:13:48 Key Takeaways for Income Investors
Watch more from Morningstar:
How to Make the Most of Your IRA in 2026
3 Winners and 3 Losers from Emerging-Market Funds’ Big Rally
How New Retirees Can Spend More Without Risking Their Savings
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Thanks to its tax benefits, your IRA can be a powerful tool to optimize your portfolio. Investment firms often see a big influx of new contributions into individual retirement accounts in the early part of each year as investors rush to meet the April 15 deadline. If you’re one of the many investors adding new funds to your IRA, Morningstar’s director of personal finance and retirement planning Christine Benz has some ideas on how to make the most of those contributions and improve your portfolio in the process.
How to Get the Most Out of Your IRA Contributions
On this episode:
00:00:00 Welcome
00:01:16 2026 IRA Contribution Limits
00:01:45 How to Decide Between a Traditional and Roth IRA
00:03:52 Stock Investing Mistakes to Avoid With Your IRA
00:05:20 How to Invest Your IRA When You're Early in Your Career
00:08:13 How to Assess Your IRA in the Middle of Your Earning Years
00:10:23 The Advantages of Non-US Stocks and How to Diversify Your IRA
00:14:30 How to Derisk Your Portfolio as You Approach Retirement
00:16:47 Rebalancing Your IRA Without Tax Consequences
00:17:48 Is it ever too late to Contribute to Your IRA?
Watch more from Morningstar:
3 Winners and 3 Losers from Emerging-Market Funds’ Big Rally
How New Retirees Can Spend More Without Risking Their Savings
Beyond AI: Are Quantum Stocks the Next Big Thing in Tech Investing?
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Editor's note: An earlier version of this episode published with the wrong episode name and description. Both have been updated.
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merging-market funds will have a tough act to follow in 2026. The category racked up big gains last year following small returns for years. And a mix of factors like trade tensions prompted many investors to shift their dollars outside the US. Should you add emerging-market funds to your portfolio? And which ones were winners or losers? Morningstar’s senior principal of ratings Russ Kinnel dug into the data. The editor of the FundInvestor newsletter is here to tell you want he found.
Subscribe to Morningstar’s FundInvestor newsletter.
On this episode:
00:00:00 Welcome
00:01:20 Why Emerging‑Market Funds Surged After Years of Sluggish Returns
00:02:29 Market Shifts of Leadership in Asia
00:03:36 2025’s Winning Emerging-Market Funds
00:05:08 2025’s Losing Emerging-Market Funds
00:09:34 What’s Next for Emerging‑Market Funds in 2026?
00:10:21 How Fidelity Contrafund’s Will Danoff Built a Successful Stock-Picking Record
00:13:38 What Everyday Investors Can Learn from Danoff
Watch more from Morningstar:
How New Retirees Can Spend More Without Risking Their Savings
Beyond AI: Are Quantum Stocks the Next Big Thing in Tech Investing?
How to Generate Steady Income in 2026
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If you’re newly retired or will join the ranks soon, it’s time to think about how you plan to spend your nest egg. Morningstar researchers are helping new retirees figure out where to begin. The recently published State of Retirement Income report concluded that the starting safe withdrawal rate for people beginning their retirement in 2026 is 3.9%. That number might appear low. However, the team has analyzed several strategies to lift it to almost 6%. Morningstar portfolio strategist Amy Arnott has investigated the data and joined the podcast to explain flexible withdrawal strategies.
How Much Can You Spend in Retirement? Here’s Your Starting Safe Withdrawal Rate for 2026 https://apple.news/ALEEtAf1FTAm7WUFGvYvXVQ
On this episode:
00:00:00 Welcome
00:01:26 Understanding the 3.9% Safe Withdrawal Rate
00:02:33 How Flexible Strategies Lift Withdrawal Rates Up to 5.7%
00:03:48 Flexible Approaches for Retirees Seeking Predictable Paycheck-like Income
00:05:40 Inside the Vanguard Dynamic Spending Method
00:07:15 Highest Lifetime Spending & Highest Starting Safe Withdrawal Rate
00:09:20 Leaving a Legacy and Strengthening Your Portfolio
00:14:30 4 Financial To-Dos to Kick Off the New Year
Watch more from Morningstar:
Beyond AI: Are Quantum Stocks the Next Big Thing in Tech Investing?
How to Generate Steady Income in 2026
All in on Magnificent 7? Where You Should Invest Next
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Quantum computing stocks have surged in popularity over the past year, capturing investors’ enthusiasm on the coattails of the artificial intelligence boom. These buzzy names took off last summer after a slew of announcements and research breakthroughs from the biggest players in the tech industry like Alphabet GOOGL/GOOG, Amazon AMZN and Microsoft MSFT. Quantum computing promises to be one of the most transformative technological developments of the next few decades, but Morningstar’s analysts caution that mainstream market adoption could be a long away. Dan Romanoff, a senior equity research analyst on the technology team at Morningstar, discusses new developments in the quantum computing landscape and the best way for investors to get exposure in their portfolios now.
Quantum Computing Market Insights
On this episode:
00:00:00 Welcome
00:01:28 What Is Quantum Computing?
00:04:37 Why Are Computing Stocks Attracting Investors?
00:12:45 Quantum Technology Isn’t Yet Ready for the Mainstream
00:18:19Quantum Could Represent a $200 Billion Market
00:22:48Winners and Losers in Quantum Computing Stocks
00:25:28How To Invest in Quantum Computing Now
Watch more from Morningstar:
How to Generate Steady Income in 2026
All in on Magnificent 7? Where You Should Invest Next
9 Top ETFs for Income Investors That Stood Out in 2025
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Higher interest rates have ushered in an era where income opportunities abound. That’s following years of parched cash flow streams and low rates, especially in fixed income. However, risks like stubborn inflation and elevated stock valuations exist. Morningstar researchers believe it’s important to identify income opportunities that could be resilient in today’s market. Dominic Pappalardo, chief multi-asset strategist for Morningstar Wealth, joined Investing Insights to discuss where to look.
Editor's note: The host misspoke when referring to Morningstar Holland’s chief European market strategist. His name is Michael Field.
Income Investing Strategies for 2026: Maximizing Yield in an Uncertain Market
On this episode:
00:00:00 Welcome
00:01:33 Income investing in 2026
00:04:02 Bond market breakdown: short, intermediate, or long term?
00:07:39 Global bonds and hedging strategies
00:13:27 Equity Opportunities Beyond the US
00:15:31 REITs vs Utilities
00:17:14 Building Resilient Income Streams
Watch more from Morningstar:
All in on Magnificent 7? Where You Should Invest Next
9 Top ETFs for Income Investors That Stood Out in 2025
Where to Invest in 2026 After This Year’s Market Volatility
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Is your portfolio making a big bet on the Magnificent Seven? Mega-cap names like Nvidia, Alphabet, and Apple belong to the exclusive club that has largely driven US returns higher in recent years. Their success has led to market concentration. Portfolios tracking broad benchmarks have seen their diversification decrease and risk increase. How can you prepare your portfolio to absorb potential shocks? And where are the opportunities beyond the Mag Seven? Morningstar Holland’s Chief European Market Strategist Michael Field is one of the researchers who investigated this.
Beyond the Magnificent Seven: Unlocking Value in a Concentrated Stock Market
On this episode:
00:00:00 Welcome
00:01:49 The Magnificent Seven’s strong returns have benefited many investors. Why is their dominance a risk?
00:02:07 Your team highlighted a noteworthy stat in the report. The top 10 US stocks make up about 35% of the overall market. That’s almost double from a decade ago. What does that signal to you?
00:02:39 Can you explain what the hidden cost of market concentration is?
00:03:07 If the top stocks hold so much of the gains, where does that leave the rest of the market?
00:03:41 Let’s focus on key periods of market concentration. How does the current environment compare to the dot-com bubble?
00:04:11 And what about now versus the global financial crisis?
00:04:40 What if investors pulled back due to market concentration concerns in the last decade? Why would that have backfired?
00:05:51 How can investors manage the risk of market concentration in their portfolios?
00:05:50 Morningstar has identified investment opportunities for 2026. Why does the team favor US small caps over US large caps?
00:06:59 Another opportunity is the healthcare sector. What companies do Morningstar analysts think could fend off the competition for 10 years or more?
00:07:35 Morningstar encourages international diversification. Can you talk about the regions outside the US that look attractive for stock investors?
00:08:03 What’s the takeaway for diversifying beyond the Magnificent Seven in 2026?
Watch more from Morningstar:
9 Top ETFs for Income Investors That Stood Out in 2025
Where to Invest in 2026 After This Year’s Market Volatility
Why Betting Against Nvidia in the AI Arms Race Could Be a Mistake
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This week, we’re looking back at three discussions we held earlier this year on Investing Insights about exchange-traded funds that income investors might find attractive. Morningstar ETF specialists, Bryan Armour and Dan Sotiroff, talked about dividend, bond, and covered-call ETFs in 2025.
Subscribe to Morningstar’s ETFInvestor Newsletter.
On this episode:
00:00:00 Welcome
00:01:33 Dividend investing can result in exposure to factors like value, quality, and low volatility. Can you briefly explain one, what is factor investing, and then where do dividend ETFs typically land?
00:03:21 How do you find a dividend ETF that provides the optimal, or just rightamount, of factor exposure? And what should appear on our checklist?
00:04:40 Four dividend ETFs hold Morningstar’s Medalist Rating of Gold. Let’s start with the two dividend growth ETFs from Vanguard that hold these marks.
00:05:17 Explain why Vanguard’s top dividend income strategy also impressed Morningstar analysts.
00:06:07 The final and fourth Gold-rated dividend ETF mixes both income and growth strategies. Talk about the one from Schwab.Bond ETFs are having a banner year. Why are investors turning to these investments?
00:09:01 What makes a core bond ETF a solid portfolio building block?
00:10:02What’s the top idea that’s received high marks from Morningstar?
00:11:39We’re shifting from the least risky to the next level up, core-plus. What do these bond ETFs typically offer that an index-tracking ETF does not?
00:11:21 Can you tell us one intermediate core-plus bond ETF that’s earned a Gold rating from Morningstar?
00:11:56 Multisector bond ETFs take on a bit more risk than the previous two categories, and that comes with an expectation of more income. Should income investors skip the others and start here?
00:13:11It’stime for the third top idea. What multisector bond ETF should folks consider?
00:13:36 High-yield bond ETFs are the riskiest among the categories we’re discussing today. What additional risks are investors taking on for the juicy yields?
00:14:42 Morningstar does not currently rate any actively managed high-yield bond ETFs. Is there one that income investors should watch?
00:16:41What’s making covered-call ETFs so popular in 2025?
00:17:09 Their yields lookvery high. What is driving them?
00:18:31 What types of trade-offs are investors making?
00:19:51 Which covered-call ETFs do Morningstar analysts consider a solid choice for investors, and why?
Watch more from Morningstar:
Where to Invest in 2026 After This Year’s Market Volatility
Why Betting Against Nvidia in the AI Arms Race Could Be a Mistake
Here’s What Your Retirement Spending Rate Should Be in 2026
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Market volatility has left its imprint in 2025. Turbulence from tariffs, tech, and more have shaken investors’ confidence at times. Many folks looked for safety during those down periods. Yet, the US stock market overall has delivered a strong performance. So, who are the leaders and laggards as this year comes closer to wrapping up? And what should you watch with 2026 fast-approaching? Morningstar Indexes strategist and columnist Dan Lefkovitz has examined this year’s investment performance.
5 Investing Surprises From 2025
On this episode:
00:00:00 Welcome
00:02:45 Market volatility ebbed and flowed in 2025. How volatile was the US stock market this year compared to recent years?
00:03:51 What has driven the volatility this year?
00:05:16 During these down periods, where did investors hide or seek safety?
00:06:04 Let’s zoom in on the investment leaders and laggards this year. What areas are outperforming, and which ones are underperforming?
00:06:43 You research the performance of investment factors which can drive risk and return. What has been the leading factor this year, and why?
00:08:32 Leadership changed throughout the year. What caused those changes?
00:09:33 Q4 will end in a few weeks. What areas should investors watch as we head into 2026?
00:11:22 We’ve discussed market volatility in 2025. What takeaways can we bring with us into the new year?
Watch more from Morningstar:
Why Betting Against Nvidia in the AI Arms Race Could Be a Mistake
Here’s What Your Retirement Spending Rate Should Be in 2026
How ETFs Help You Cut Your Tax Bill
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A shift in mindset can help investors cope with market uncertainty.
2025 was a case study in the futility of trying to predict the market. Wall Street had lofty expectations for stocks entering the year. Then the tariff shock in April rattled the markets and many firms lowered their annual stock forecasts in response. They later raised them—after stock prices rebounded. With the new year on the horizon, Morningstar’s 2026 Global Outlook report is offering investors tactics to weather whatever the future may hold.
Morningstar strategists and an analyst will discuss key challenges facing investors in 2026 in our series. Dan Kemp, the chief research and investment officer with Morningstar Investment Management Europe, is one of the major driving forces behind the report.
We’re going to dig into research analyzing the AI arms race and its worldwide buildout. A team of Morningstar researchers have investigated the spending and the risks. Morningstar Research Services’ senior equity analyst Brian Colello was part of the effort. Brian also covers Nvidia. He discusses the AI king’s outlook, competition, and stock.
AI Arms Race: How Tech’s Capital Surge Will Reshape the Investment Landscape in 2026
On this episode:
00:00:00 Welcome
00:01:48 We typically talk about your Markets Brief column, but today we’re focusing on “Morningstar’s 2026 Global Investment Outlook.” The theme is “preparing for what comes next.” What will investors looking for ways to cope with uncertainty find in this in-depth report?
00:02:35 What makes Morningstar’s outlook different from other companies?
00:03:21You’ve written about how a few ideas from the global investment report resonated with you. What are they, and why?
00:05:01 As we wrap up our conversation, what’s a lesson from 2025 that you want investors to take into 2026?
00:07:13 Big Tech companies are spending hundreds of billions of dollars on the global construction boom. Where’sthe money going, and how does this spending compare to other sectors like energy?
00:08:20 This massive buildout comes with execution and cost risks. What’s at stake if hyperscalers underestimate these challenges?
00:09:54 How is AI affecting sector valuations? How does it compare to the tech bubble in the late 1990s?
00:12:18 Morningstar believes many investors are already heavily exposed to AI due to Big Tech’s size in broad stock indexes. How can folks counteract that?
00:14:31Let’s pivot to the AI industry leader, Nvidia. The chipmaker’s stock took a big hit when DeepSeek arrived in January. Nvidia became the world’s first $5 trillion company in October. What are your thoughts about the year Nvidia is having?
00:17:20 Rival chipmaker Moore Threads recently made its market debut in China. What would it mean for Nvidia if China comes out with more advanced chips?
00:20:12 Interest is growing in Alphabet’s AI chips. Can Nvidia fend off competition from one of its customers?
00:23:30 What is your outlook for Nvidia and other chipmaker stocks? And which do you think is undervalued?
00:26:18What’s the takeaway for investors regarding Nvidia and the AI arms race?
Watch more from Morningstar:
Here’s What Your Retirement Spending Rate Should Be in 2026
How ETFs Help You Cut Your Tax Bill
Tax-Loss Harvesting Isn’t Just for Downturns. Here’s Why
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Most retirees want to spend as much as they can without having to worry about running out of money. Morningstar’s State of Retirement Income research analyzes retirement spending strategies to determine the highest safe starting withdrawal rate for new retirees in 2026. Christine Benz, Morningstar’s director of personal finance and retirement planning and co-host of The Long View podcast, breaks down the research and shares some ideas about how you can boost your retirement spending.
What’s a Safe Retirement Withdrawal Rate for 2026?
On this episode:
00:00:00 Welcome
00:00:46 Each year, you and your colleagues producethis really comprehensive research about retirement income. And as part of that research, you try toidentify what a safe withdrawal rate will be for the year ahead.
00:01:59 What is that safe withdrawal percentage, and how did you arrive at that conclusion?
00:02:41 The 4% rule often comes up in the conversation around retirement spending. How does that compare to your base case?
00:03:30 I know there are some misperceptions about your retirement income research and what that safe withdrawal percentage means. What are they?
00:03:28 So, how should retirees use this research?
00:04:51 The safe starting withdrawal rate that you found in your base case might feel a little low for some retirees. Are there other strategies that retirees can use to boost their spending?
00:07:02 So, flexible strategies are best suited for retirees that are focused on maximizing their spending.
00:08:52 What kind of retiree would benefit from a more rigid strategy, like the fixed inflation-adjusted spending approach that you use in your base case?
00:09:26 How does asset allocation come into play? Would a stock-heavy portfolio support a higher withdrawal rate in retirement?
00:10:36 So far, we’ve focused on portfolio income strategies, but you also looked at nonportfolio income sources like annuities and Social Security. What did you find?
00:13:34 It seems like there’s some more nuance to the suggestion of delaying Social Security. Can you talk about that?
00:14:50 How about annuities? Can you discuss some of the key considerations that income-centric retirees should bear in mind?
00:16:07 Studies have found that retirees don’t actually spend the same amount over the course of their retirement. What does actual retirement spending tend to look like, and how might that affect a retiree’s plans?
00:17:59Let’s talk about some scenarios that can throw off a retiree’s plan. One might be a market downturn early in retirement. What kind of impact could that have on spending?
00:18:56 Another scenario might be retiring earlier than expected. What kind of implications would that have for safe withdrawals?
00:20:26 What is one final takeaway from the research that you want retirees to come away with?
Watch more from Morningstar:
How ETFs Help You Cut Your Tax Bill
Tax-Loss Harvesting Isn’t Just for Downturns. Here’s Why
Bond ETFs Are Surging in Popularity in 2025. Here Are 5 of the Best
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Exchange-traded funds can help you cut your tax bill. All funds must distribute capital gains from the stocks and bonds that they sell throughout the year. The gains can leave you stuck with unwanted taxes. ETFs and mutual funds differ when it comes to tax efficiency. It starts with how the investments are traded and how the transactions are treated. The differences can result in ETF investors owing less than mutual fund investors or nothing at all because ETFs can minimize their capital gain distributions. Bryan Armour, Morningstar’s director of ETF and passive strategies research for North America, explains how ETFs beat mutual funds at the tax game.
ETFs vs. Mutual Funds: The Benefits That Really Matter
On this episode:
00:00:00 Welcome
00:01:01 ETFs are more tax-friendly than their mutual fund rivals. Why is that?
00:02:17 How does the way ETFs are traded limit the tax drag that affects mutual funds?
00:03:23 ETF investors will eventually pay a tax bill. Why is it important to control when that happens?
00:04:04We talked about tax drag. What about cash drag? How are ETFs winning here?
00:04:51An ETF’s underlying strategy can sharpen or dull the edge it has over a mutual fund when it comes to capital gains. Which ETF strategies have held the biggest advantage over the past few years?
00:05:40Can you talk about the tax issues involving international stocks when managing gains in an ETF?
00:06:55And what about taxable-bond ETFs versus mutual funds?
00:07:37 Some ETFs do not benefit from tax efficiency. Which investments are those, and why don’t they?
00:08:24High-turnover strategies, where there’s a lot of buying and selling, can result in a big tax bill for investors. What have you found when you compared two momentum strategies?
00:08:58How can outflows leave loyal investors with a big tax bill?
00:09:49Active ETFs’ popularity is soaring. How tax-friendly are these investments versus their passive peers and mutual funds?
00:10:52 Which ETFs belong in taxable accounts and tax-advantaged accounts like an IRA or 401(k) to maximize tax efficiency?
00:11:55What if someone listening or watching just realized they should work on their asset location? What should they do?
00:12:54What’s the takeaway for using ETFs to cut tax bills?
Watch more from Morningstar:
Tax-Loss Harvesting Isn’t Just for Downturns. Here’s Why
Bond ETFs Are Surging in Popularity in 2025. Here Are 5 of the Best
Investors Still Need to Mind the Gap in Their Funds’ Returns
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Your portfolio might be due for an end-of-the-year cleanup. The Morningstar US Market Index is up about 15% through mid-November 2025, and overall performance has been strong for years (even after 2022’s down market). That said, some stock sectors have performed significantly better than others, and performance can vary widely even within a sector. That could mean you’relikely holding some winners and some losers. Tax-loss harvesting could help trim your tax bill to save some money. While you’re tuning up your portfolio, it could also be a good opportunity to bring your asset allocation back into balance. Morningstar portfolio strategist Amy Arnott is here to explain how to pull off both strategies.
How to Rebalance Your Portfolio in a Lofty Market https://www.morningstar.com/portfolios/how-rebalance-your-portfolio-lofty-market
On this episode:
00:11 Welcome
01:03 What is tax-loss harvesting, and how does it work?
01:41 Is a brokerage or retirement account better suited for tax-loss selling? Why?
02:12 The US stock market has experienced solid growth so far in 2025. Do up markets make it harder to spot losses?
02:52 Why is tax-loss harvesting still a good strategy even when times are good?
03:32 Where can investors find losses to offset gains in their portfolio this year? Let’s start with stocks.
04:33 And what about mutual funds and ETFs?
05:17 Can you explain what wash-sale rules are, and how to play by the IRS’ rules?
06:39 What are some other strategic ways to take advantage of the losses?
07:55 In the spirit of tuning up our portfolio, this might be a good time to rebalance. How does that work, and why can it be an emotional challenge sometimes?
09:14 The 60/40 portfolio might need rebalancing. What’s happened over the past decade?
09:43 And what about growth versus value and US versus international stocks?
10:44 What are a few tips on how to restore balance to a portfolio?
12: 48 What is the takeaway for taking this time of year to do tax-loss harvesting and rebalancing?
Watch more from Morningstar:
Bond ETFs Are Surging in Popularity in 2025. Here Are 5 of the Best
Investors Still Need to Mind the Gap in Their Funds’ Returns
The US Dollar Is Weak. Is Your Portfolio at Risk?
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Investors are betting big on bond exchange-traded funds. Hundreds of billions of dollars have poured into bond ETFs in the first nine months of 2025. And more of these strategies have hit the market over the past several years. It’s important to remember that some bond ETFs are riskier than others. What should investors consider before tweaking their portfolio? Dan Sotiroff, a senior manager research analyst at Morningstar Research Services and the editor of the Morningstar ETFInvestor newsletter, discusses that and shares five top ideas for income investors.
Subscribe to Morningstar ETFInvestor for the full list of highly-rated bond ETFs.
00:00:00 Introduction
00:00:54 Bond ETFs are having a banner year. Why are investors turning to these investments?
00:02:31 Which is getting the bigger slice: passively or actively managed bond ETFs?
00:03:15 What are the four major types of bond ETFs, and how do they differ?
00:04:35 This month’s edition of Morningstar ETFInvestor analyzed more than a dozen bond ETFs. What makes a core bond ETF a solid portfolio building block?
00:05:47 What’s the top idea that’s received high marks from Morningstar?
00:06:27 We’re shifting from the least risky to the next level up, core-plus. What do these bond ETFs typically offer that an index-tracking ETF does not?
00:07:11 Can you tell us one intermediate core-plus bond ETF that’s earned a Gold rating from Morningstar?
00:07:44 Multisector bond ETFs take on a bit more risk than the previous two categories, and that comes with an expectation of more income. Should income investors skip the others and start here?
00:08:59 It’s time for the third top idea. What multisector bond ETF should folks consider?
00:09:25 High-yield bond ETFs are the riskiest among the categories we’re discussing today. What additional risks are investors taking on for the juicy yields?
00:10:30 Morningstar does not currently rate any actively managed high-yield bond ETFs. Is there one that income investors should watch?
00:11:28 What’s the takeaway for folks figuring out if these types of bond ETFs fit in their portfolios?
Watch more from Morningstar:
Investors Still Need to Mind the Gap in Their Funds’ Returns
The US Dollar Is Weak. Is Your Portfolio at Risk?
2025’s Winners and Losers, from Gold to Small Cap Stocks to the 60/40 Portfolio
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Are you getting the most out of your fund’s performance? Over the past 10 years, the average dollar invested in US mutual funds and exchange-traded funds earned 1.2% less per year than what those funds returned during the same period. That’s the top-line finding in this year’s Mind the Gap study, which aims to address the question of where investors succeeded in capturing most of their funds’ returns, and where they fell short. Jeff Ptak, a managing director for Morningstar Research Services, breaks down the takeaways from the report and what investors can do if they want to avoid leaving money on the table.
Mind the Gap US 2025
On this episode:
00:52 How does the report measure the difference between investor returns and total returns?
02:16 How does the latest research compare with previous years? Is the “gap” going away?
02:58 This difference in investor returns and total returns doesn’t just come from people failing to time the market. What else might cause the gap?
04:29 Where have investors been able to capture most of their funds’ total returns, and where have they fallen short? Are there certain categories that stand out?
06:18 Exchange-traded funds continue to gain popularity and market share. Did the investment type, mutual fund or ETF, make a difference in investor outcomes?
07:57 Morningstar research has found that active funds have largely struggled to beat their benchmarks, but certain categories are better suited for active management than others. Is there a difference in the investor return gap in active versus passive funds?
09:02 The study found that the more investors traded, the less they made. Why is that?
10:40 Morningstar has found that fees tend to be a predictor of performance. Does that finding hold when looking at investor returns?
12:12 The report also looked at the effects of return volatility. How did that translate to investor outcomes?
13:18 You’ve written that where a fund is utilized can be just as important as the type of fund and how it’s used. Can you explain that?
15:05 What is one takeaway from your research?
Watch more from Morningstar:
The US Dollar Is Weak. Is Your Portfolio at Risk?
2025’s Winners and Losers, from Gold to Small Cap Stocks to the 60/40 Portfolio
The Stock Market Is Ultra-Concentrated. Here’s How to Manage the Risks.
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How is the weakening dollar affecting your portfolio? The world’s reserve currency fell sharply in the first half of 2025, making it a bruising year. It has recovered some but still sits below where it started the year. Other currencies like the euro, Japanese yen, and Mexican peso look stronger against the greenback. Several factors could influence whether the dollar roars back or recedes. Why should the dollar’s performance matter for everyday investors like you? Morningstar Indexes strategist Dan Lefkovitz explains why and what you can do to protect your portfolio from currency fluctuations.
The bifurcation of the stock market is appearing to divide investors into two camps. There’s a lot of optimism baked into share prices of firms seen as leaders in artificial intelligence, according to Dan Kemp, chief research and investment officer at Morningstar Investment Management Europe. The Market Brief author points to Tesla TSLA as a great example, since investors are ascribing significant value to the company’s unproven, future products. Meanwhile, there’s a lot of pessimism in parts of the market that are not involved in AI. Kemp reminds investors to look for undervalued opportunities in the unloved areas of the market.
The US Dollar’s Value Is Down—and These 3 Investments Are Way, Way Up
On this episode:
What has been going on with the dollar?
A lot of worried investors are likely asking the same question: How is the stock market going up in this macroeconomic environment?
And why are bonds doing well?
You have written about the implications for a declining dollar. The dollar and gold typically compete as safe haven assets. It looks like gold is winning this year. Why is that?
International stocks are outperforming US stocks this year. How does currency play into this?
Our colleague Morningstar Inc portfolio strategist Amy Arnott joined me on Investing Insights for the Oct. 24 episode. She said investors might be underweight in international stocks despite recent performance. What case would you make to convince folks to consider increasing their overseas exposure?
Emerging-markets debt is another asset class winning thanks in part to the dollar. Why does Morningstar find this fixed-income segment attractive?
What risks could threaten the dollar’s dominance in the future?
Why should everyday investors who are saving for retirement or other goals care about whether the dollar falls or rises? And how can they hedge their bets?
Earnings season is underway. You’ve written about how it can be tempting to tweak a portfolio when companies share their forecasts. What should investors keep in mind?
In this week’s Markets Brief, you wrote about how optimism about Tesla’s unproven future growth opportunities highlights what’s going on in the broader market? Can you explain?
What are you keeping an eye on for next week’s column?
Watch more from Morningstar:
2025’s Winners and Losers, from Gold to Small Cap Stocks to the 60/40 Portfolio
The Stock Market Is Ultra-Concentrated. Here’s How to Manage the Risks.
New Crypto ETFs Are Coming. Here's How Investors Can Prepare
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This year’s uncertainty is producing a somewhat surprising group of winning and losing asset classes. And there are still two months to go in 2025. Many investors are rerouting their investments into different asset classes because of geopolitical risks like the US trade war, elevated inflation, and high interest rates. A more recent development is the budget battle in Washington, D.C. While the macro environment is pressure-testing portfolios, it’s also serving as a reminder about the benefits of diversification. So, which asset classes are leading and lagging as 2025 prepares to wrap up? And how’s the classic 60/40 portfolio holding up? Morningstar portfolio strategist Amy Arnott has examined the data.
The hunt for cockroaches may produce opportunities for patient investors. JPMorgan Chase CEO Jamie Dimon reacted to First Brands’ and Tricolor’s bankruptcies saying, “When you see one cockroach there are probably more.” Dan Kemp, chief investment research officer at Morningstar Investment Management Europe, says people are looking for more cockroaches to emerge due to weak lending standards via private credit. Despite the bankruptcies primarily involving the US markets, European banks took the hit. Kemp says there are bargains and more could surface if there are additional bankruptcies.
Can the Gold Rush Continue? Warning Signs for Investors
On this episode:
Market volatility has recently increased. Can you talk about what’s fueling it?
We’re going to talk about asset classes that are winning and losing so far this year. Let’s start with the leaders. Gold hit record highs this year, but a sharp selloff this week has stopped the rally. Who’s been buying gold?
Cryptocurrencies have been on a tear despite a recent big selloff due to the US trade war. The volatile sector has rebounded. What’s driving its performance?
We’ve talked on the podcast in the spring about the outperformance of international stocks. Is the streak still going, and do overseas opportunities still exist?
We’re now focusing on the three losing asset classes. The real estate sector is having a tough year. Can you give us the details?
Why are US small-cap stocks and some bond segments lagging?
How is the government shutdown affecting the demand for US Treasuries? Could this affect their safe-haven status?
The US dollar isn’t having a great year either. Could the world’s reserve currency weaken even more?
How has the popular 60/40 portfolio—made up of 60% stocks and 40% bonds—performed?
What about other popular portfolios, such as the three-fund portfolio or the more diversified portfolio your team looked at in the Diversification Landscape?
What’s the takeaway for investors as they brace for more market volatility?
The stock market tumbled earlier this month, and cryptocurrencies like bitcoin and Ethereum fell with it. There’s the argument that crypto can serve as an effective diversifier for stocks. What’s your take, and what has filled the safe haven role this year?
In this week’s Markets Brief, you wrote about weaknesses in the financial services sector and a so-called cockroach hunt. Can you explain what’s going on, and how patient investors can find opportunities?
What do you plan to highlight in next week’s Markets Brief?
What to watch from Morningstar.
The Stock Market Is Ultra-Concentrated. Here’s How to Manage the Risks.
New Crypto ETFs Are Coming. Here's How Investors Can Prepare
How Inflation, AI, and Budget Battles Will Shape the Stock Market in Q4
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Over the past few years, just a few large-cap technology stocks have powered the stock market’s returns. That trend shows no signs of abating anytime soon, as demand for artificial intelligence continues to send the tech sector higher.
A highly concentrated market can—and has—turbocharged returns, but it also comes with downsides. As tech stocks soar, fund investors may find themselves with portfolios that are significantly less diverse than expected thanks to the outsize influence of a handful of firms like Nvidia NVDA and Microsoft MSFT. Dominic Pappalardo, chief multi-asset strategist for Morningstar Wealth, discusses how today’s narrow market compares with history and how investors can mitigate concentration risk in their portfolios. Morningstar Wealth is part of a registered investment advisor, Morningstar Investment Management.
https://www.morningstar.com/markets/whatever-happened-broadening-stock-market-rally
On this episode:
What do strategists mean when they talk about concentration risk?
How did today’s narrow market develop? What forces and trends brought us here?
How unusual is today’s narrow stock market compared with history?
When the market has been concentrated in the past, what has caused that concentration to dissipate?
Are the risks associated with high concentration greater for passive index investors? Why?
Wall Street has been warning about concentration risk for the better part of two years. But stocks are still hitting record highs, and the weightiest stocks are still performing the best. Why do some strategists say they aren’t as concerned about concentration risk? Do investors really need to be worried?
What are some strategies investors can use to mitigate the risk of a highly concentrated market without leaving too much upside on the table?
What’s the most important thing investors should remember right now?
What to watch from Morningstar.
New Crypto ETFs Are Coming. Here's How Investors Can Prepare
How Inflation, AI, and Budget Battles Will Shape the Stock Market in Q4
Is Your Dividend Income at Risk? Here’s How to Spot Dividend Traps
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ETF Share Classes Are a Go for Dimensional: Here’s What Investors Need to Know
On this episode:
What was your reaction to the SEC removing these regulatory hurdles?
Let’s first start with the rule change regarding crypto ETFs. Can you explain what new investment choices could be available, and what would they track?
How soon could firms release new crypto ETFs?
They’re already spot crypto ETFs trading. Could new competition push down fees overall?
How have crypto ETFs performed so far in 2025?
What crypto ETFs do Morningstar consider solid choices for investors?
Morningstar considers crypto a speculative or high-risk asset. Will you remind investors why that is?
Let’s switch to the SEC’s other recent rule change. It has approved Dimensional Fund Advisors to add an ETF share class to its mutual funds. Can you explain what an ETF share class is and provide a brief history lesson on it?
More than 70 asset managers have banded together to get permission to offer dual share class funds. How often does that happen, and why in this case?
What do individual investors stand to gain from new ETF share classes?
Let’s flip it. What could they lose?
What is the takeaway for investors as a new wave of crypto ETFs and ETF share classes arrive?
We talked on last week’s Investing Insights about how a US government shutdown would stop the release of economic data, like the monthly jobs report. How could a shortage of data affect the Federal Reserve and others who depend on this information?
Let’s discuss this week’s Markets Brief column. You wrote that the stock market could be on the verge of a so-called “melt up.” Can you explain what that is, and why cycles like this can be dangerous for investors?
What are you tracking for next week’s Markets Brief column?
What to watch from Morningstar.
How Inflation, AI, and Budget Battles Will Shape the Stock Market in Q4
Is Your Dividend Income at Risk? Here’s How to Spot Dividend Traps
Should You Hold Cash Investments After the Fed Cuts Interest Rates?
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Investors’ exuberance is fueling this year’s stock rally, but will key economic risks dampen the market’s mood? The current bull run has lifted stocks from their springtime lows to higher levels in autumn. The artificial intelligence boom is one of the big factors driving it. Meanwhile, the Federal Reserve is dealing with the challenging situation of balancing the weakening job market and stubborn inflation. The Fed cut interest rates for the first time in 2025 in the third quarter, but the path forward from here is less certain. Morningstar Inc Senior Markets Reporter Sarah Hansen discusses seven key market factors you should watch in Q4 2025.
Nvidia’s investment of up to $100 billion in ChatGPT creator OpenAI could shatter records. The big bet is helping feed two simple narratives about the AI era, according to Dan Kemp, chief research and investment officer at Morningstar Investment Management Europe. First, there’s too much investment in the technology, and booms tend to lead to busts. Second, AI has changed the rules of investing and returns. Kemp cautions investors to remember that there are a wide range of possible outcomes than these easy stories.
On this episode:
You examine the highs and lows during each quarter and write about it. What do you think are the biggest takeaways from Q3?
Stocks are climbing higher despite a lot of risks. What signals is the market ignoring, and could it be at its own peril?
The AI boom is driving what’s going on in the market. Mega-cap tech companies are making huge investments. Where’s the money going, and how long is this level of spending expected to continue?
The hot IPO market has benefited from AI. Some of the most successful IPOs this year involved the industry. Can you describe this revival?
The first interest rate cut of 2025 is in the books. The Federal Reserve pointed to the softening job market as one reason for the move. What are strategists telling you as the markets await the Fed’s next move?
Inflation is still not tamed and hovering above the Fed’s 2% target. There are expectations that tariffs could raise prices for a while. What are the outlooks from Morningstar and other strategists?
As the Fed cuts rates, short-term yields will come down. What about the rest of the bond market? Where do people see the risks?
The federal funding fight is continuing in Washington, D.C. Let’s timestamp this moment. It’s Tuesday, Sept. 30. The US government would shut down on Oct. 1 if there’s not an agreement. How does uncertainty like this affect the markets, and what should investors think?
Earnings season is coming up in a couple weeks. What is your team watching for?
What’s the takeaway for investors as we enter Q4?
We talked on last week’s Investing Insights about inflation. The Federal Reserve’s preferred tracker showed inflation slightly ticked up in August as forecasters expected. It also revealed consumer spending rose. What do you think that’s signaling about the US economy?
In this week’s Markets Brief column, you highlighted Nvidia’s potentially record-breaking investment. The chipmaker announced it would invest up to $100 billion in OpenAI. How should investors think about this deal?
New economic data is due out this week. What are you tracking for next week’s Markets Brief?
Read about topics from this episode.
13 Charts on Q3’s Tech-Driven Stock Rally
Will the AI Boom in Semiconductor Stocks Continue?
What Investors Need to Know About the Steepening Yield Curve
The Fed’s ‘Difficult Situation’: Reading Between the Lines of the September Dot Plot
Forecasts for August PCE Report Shows Some Cooling, but Tariff Impacts Persist
What Investors Need to Know About a US Government Shutdown
Markets Brief: Nvidia’s AI Spending Spree Raises Boom and Bust Fears
What to watch from Morningstar.
Is Your Dividend Income at Risk? Here’s How to Spot Dividend Traps
Should You Hold Cash Investments After the Fed Cuts Interest Rates?
What You Need to Know Before Choosing a Stock ETF
Investing in AI? Here Are 6 Undervalued Stocks for Buy-and-Hold Investors
Read what our team is writing.
Sarah Hansen
Dan Kemp
Ivanna Hampton
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It might be tempting to buy dividend stocks with the highest yields, but not all dividend payers are safe. Those big payouts could be signaling that a company’s fundamentals are cracking. Looming financial risks could wreak havoc on income-focused investors’ portfolios. But there are ways to spot dividend traps. Morningstar Indexes strategist and columnist Dan Lefkovitz explains how to avoid the risks.
Both healthcare and consumer defensive sectors are lagging the broader stock market this year, but for different reasons.
Dan Kemp, chief research and investment officer at Morningstar Investment Management Europe, explored what’s behind it in this week’s Markets Brief column. He says consumer defensive stocks are falling from high valuations, while healthcare stocks are facing significant headwinds like politics and earnings growth. He reminds investors that’s why it’s important to understand not only what you own in your portfolio, but why you own it as well.
On this episode:
What is a dividend trap, and under what conditions do they tend to develop?
You and your team published research on dividend traps just before Dow Chemical DOW cut its dividend in half over the summer. How does your research explain what happened with Dow?
Other well-known brands have also slashed their dividend payouts since 2020. The list includes Shell, Walgreens, and Intel. What warning signs were these companies flashing before their cuts?
You have written about how income-focused investors can avoid dividend traps. Let’s start with step number one on how to spot them. What is the payout ratio, and what does it tell us about a company’s health?
The second step focuses on a company’s durable competitive advantage or economic moat. Can you describe what that reveals?
Your team weeds out dividend payers using a third step that relies on Distance to Default. How does that work, and what did you all find out?
How can investors protect their dividend income from risks? Would portfolio diversification help?
What’s the key takeaway to spot dividend traps?
We discussed on last week’s Investing Insights that you would focus on the market moves following the Fed’s quarter-point cut. How have the US dollar and bond prices reacted?
In this week’s Markets Brief column, you zoomed in on the lagging performance of healthcare and consumer defensive stocks. What’s important for investors to know?
New data on inflation from the Fed’s preferred tracker is set to come out Friday, September 26th. Inflation is hovering above the Fed’s 2% target. What are the markets’ expectations, and what would a surprise in the data mean for the near future?
Read about topics from this episode.
Not All Dividend Stocks Are Safe. Here’s How to Avoid Dividend Traps
What Investors Can Learn from Dow’s 50% Dividend Cut
7 Things You May Not Know About Dividends
The 10 Best Dividend Stocks
Does Dividend Investing Still Work?
Construction Rules for the Morningstar Indexes Distance to Default
Markets Brief: AI Investment is Massive in a Cyclical Industry. Will This Time Be Different?
What to watch from Morningstar.
Should You Hold Cash Investments After the Fed Cuts Interest Rates?
What You Need to Know Before Choosing a Stock ETF
Investing in AI? Here Are 6 Undervalued Stocks for Buy-and-Hold Investors
Do Dividend Stocks Benefit From Non-US Revenue?
Read what our team is writing.
Dan Lefkovitz
Dan Kemp
Ivanna Hampton
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There’s a tug-of-war between investing in cash and long duration bonds in today’s interest environment. The longer-end of the yield curve may look more appealing since anticipation is building about interest rate cuts. Morningstar’s economics team and market watchers are predicting the Federal Reserve will lower rates more than once in the final months of 2025. What may matter more is the time horizon for your financial goals. Morningstar Inc Portfolio Strategist Amy Arnott has examined why for some investors, sticking with cash is a less risky and better approach.
Oracle’s transformation is serving as a reminder that big opportunities to invest in artificial intelligence still exist. The database provider’s expansion into being a cloud provider recently sparked a 42% jump in its stock price. That caught the attention of Dan Kemp, chief research and investment officer at Morningstar Investment Management Europe. The author of the Markets Brief says one of the big takeaways is that stocks like Oracle are making good use of AI, and investors should look beyond the popular names.
In next week’s Markets Brief, Dan will dive into how the Federal Reserve’s quarter-point rate cut feeds into changed opportunities and risks in the broader markets for the long term.
On this episode:
Let’s start with an explainer. What is cash?
Interest rates are a popular topic now. The Federal Reserve is expected to announce its rate decision this afternoon. Morningstar’s economics team and market watchers are predicting lower rates. Should bond investors swap short-term Treasury bills for 20- to 30-year Treasury bonds?
Talk about why it could be a mistake for bond investors to assume the Fed will cut rates that match predictions.
In your article, Why Cash Is Still King for Short-Term Goals, you discussed a couple of reasons why cash yields still look good. Can you explain?
What are some of the trade-offs when holding cash?
Where are best places to invest cash if you need the money sometime within the next 12 months?
Are there any places where people might not want to keep their cash holdings?
And what about goals with a time horizon that’s a little bit longer—like two or three years?
What’s the takeaway for investors weighing whether to take on the risk of long-duration bonds?
Read about topics from this episode.
Why Cash Is Still King for Short-Term Goals
7 Reasons to Stop Freaking Out Over the Fed
How to Use Taxable Bonds in a Portfolio
The Best Bond Funds
How to Use Cash in a Portfolio
The 4 Rules for Cash: How to Manage Your Money the Smart Way
Markets Brief: Can a Bumper Fed Rate Cut Give Stocks Another Boost?
What to watch from Morningstar.
What You Need to Know Before Choosing a Stock ETF
Investing in AI? Here Are 6 Undervalued Stocks for Buy-and-Hold Investors
Do Dividend Stocks Benefit From Non-US Revenue?
This Classic Investment Strategy Is Still Alive in 2025
Read what our team is writing.
Amy C. Arnott
Dan Kemp
Ivanna Hampton
Follow us on social media.
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Exchange-traded fund launches have continued to accelerate, but not every shiny new strategy is worth owning. Good investment strategies can compensate investors with an appropriate return for the risks they take on. What kinds of ETFs are able to deliver over the long term, and which ones fall short? Dan Sotiroff is joining me today to explain the hidden risks in stock ETFs and what investors should look out for. Dan is a senior manager research analyst for Morningstar Research Services and the editor of Morningstar’s ETFInvestor newsletter.
Can you talk about the idea that ETFs should be able to compensate investors for the risk they take on? What is an “appropriate level of return”?
When looking at the risk and return profiles of ETFs, the term “active risk” often comes up. Can you give us a definition?
What kinds of funds have the lowest active risk?
Can you give an example of two ETFs that appear similar but take on different levels of risk?
You’ve written that “any stock ETF with fewer than 100 holdings is a red flag.” Why is that?
Does the management style of the fund make a difference for concentrated funds? Would a passive, index-tracking ETF run into the same issues as an actively managed ETF?
Thematic ETFs are a popular example of concentrated portfolios with high active risk. How have they performed?
Do investors tend to miss the timing on thematic funds? It seems like strong returns tend to be short-lived.
At Morningstar, we often talk about fees as a predictor of performance. Do you see the same thing here?
Should investors always choose a fund that takes on predictable risk? Or are there cases where higher active risk is worth it?
What is one takeaway you have for investors that are trying to choose an ETF?
Read about topics from this episode.
Subscribe to Morningstar’s ETFInvestor newsletter.
The Hidden Risks in New ETFs
The Best ETFs and How They Fit in Your Portfolio
Morningstar′s Guide to ETF Investing
Passive Funds Beat Active Amid This Year’s Market Volatility
What to watch from Morningstar.
Investing in AI? Here Are 6 Undervalued Stocks for Buy-and-Hold Investors
Do Dividend Stocks Benefit From Non-US Revenue?
This Classic Investment Strategy Is Still Alive in 2025
These 16 Standout Funds Are Making Big Bets. Do They Fit in Your Investment Portfolio?
Read what our team is writing.
Daniel Sotiroff
Margaret Giles
Follow us on social media.
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Nvidia counts several of its Magnificent Seven pals as customers buying its sophisticated AI chips. And the world’s most valuable company says it could earn even more if geopolitical tensions between the US and China eased. But investors are debating whether the market is experiencing an AI boom or AI bubble. How should buy-and-hold investors think about investing in AI—are there any undervalued stocks left today? Dave Sekera is chief US market strategist at Morningstar Research Services and co-host of The Morning Filter podcast.
Learn about the new Morningstar Medalist Ratings for semiliquid funds during a live webinar on Morningstar’s YouTube channel on Wednesday, Sept. 10. CEO Kunal Kapoor and ETF and Passive Strategies Research Director Bryan Armour will discuss what investors should know about private assets and the first funds to earn the new rating on the Investors First series.
On this episode:
Welcome back to Investing Insights, Dave. Nvidia recently wrapped up the Magnificent Seven’s earnings season showing AI spending is still strong. What does this mean for the tech-driven stock market rally?
Do you think investors’ expectations for these mega-cap names are unreasonably high? Why or why not?
Nvidia is sitting at the center of a geopolitical rivalry between US and China. The company says they didn’t sell its sophisticated AI chips to China in the previous quarter, and that a $50 billion opportunity exists. What do you make of this bottleneck and its impact?
Many market watchers are divided over whether the current environment is an AI boom or AI bubble. Can you talk about Morningstar’s outlook?
How should buy-and-hold investors think about investing in artificial intelligence?
What are the most undervalued AI stocks right now?
What do you think about the big bets Wall Street and Main Street are making on AI? What do you think individual investors should keep in mind?
How is AI transforming Morningstar?
Read about topics from this episode.
Subscribe to The Morning Filter on Apple Podcasts, or wherever you get your podcasts.
5 Stocks to Buy Before Their Big Discounts Disappear
Marvell Earnings: Buy the Dip and Focus on the Fundamentals
Nvidia Earnings: No Signs of a Slowdown in Demand for AI Chips
These Are the Best Mag Seven Stocks to Consider for AI Investing
The Best AI Stocks to Buy Now
Investors First: Evolving Expectations and Expanding Access
What to watch from Morningstar.
Do Dividend Stocks Benefit From Non-US Revenue?
This Classic Investment Strategy Is Still Alive in 2025
These 16 Standout Funds Are Making Big Bets. Do They Fit in Your Investment Portfolio?
Market Volatility: Investors Are Seeking Safety in Gold ETFs. Is It Working?
Read what our team is writing.
David Sekera
Kunal Kapoor
Ivanna Hampton
Follow us on social media.
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The revenue of US dividend stocks isn’t necessarily made in America. A portfolio of popular dividend-paying stocks is likely exposed to currency or geopolitical risks. That’s due to international revenue exposure: Some US-based companies earn 50% or more of their money outside of the country. A recent analysis of 35 dividend-paying stocks in Morningstar’s DividendInvestor newsletter found several well-known names generate sizable revenue overseas. So, how should investors balance US vs. non-US equity exposure? Morningstar’s DividendInvestor newsletter editor David Harrell explains what investors should know.
Learn about Morningstar’s new Medalist Ratings for semiliquid funds during a live webinar on Morningstar’s YouTube channel on Wednesday, September 10th. CEO Kunal Kapoor and Global Head of Manager Research Laura Lutton will discuss what investors should know about private assets and the first funds to earn the new rating on the Investors First series.
On this episode:
You recently analyzed the international revenue exposure of dozens of dividend-paying stocks. But this wasn’t the first time. Why did you decide to revisit this?
Let’s dissect the investigation. How did you choose which stocks to focus on, and what was the criteria?
How did the recent results compare to the findings in 2021? Were there any surprises?
Let’s zoom in on the revenue. Which dividend stocks increased or decreased their US revenue exposure?
Morningstar analysts consider some of these dividend payers undervalued. Let’s first focus on names with more US revenue exposure. Who are they?
Which companies with more international revenue exposure are undervalued?
International stocks are having a long-awaited banner year versus US stocks. Are investors whose only international revenue exposure is these US-based stocks benefiting from this international rally?
How should investors balance US vs. non-US equity exposure in their portfolios? That is, what if investors looking at their portfolio see that they have home-country bias? What should they consider from a diversification standpoint?
Welcome to Investing Insights, Kunal. Let’s get started with you telling the audience a bit about your career here at Morningstar. It started back in the late 90s, right?
Your series, Investors First, is airing live on YouTube for the first time on September 10th. Can you tell us about the mission behind it? What are you hoping to achieve with the series?
It’s important to have these conversations with investors. What can Morningstar do to further empower them?
Investors have experienced a lot of short-term volatility this year. How do folks stay focused on their long-term goals?
Read about topics from this episode.
Subscribe to Morningstar’s DividendInvestor newsletter.
Why 2025 Is the Year to Invest in International Stocks
Why It’s Not Too Late to Add International Exposure
What Investors Can Learn from Dow’s 50% Dividend Cut
Where to Find Bargain Stocks in an Expensive Market
Watch more from the Investors First series:
Investors First: Evolving Expectations and Expanding Access
Where Should Investors Look Next Among Economic Mixed Messages?
Investors First: Navigating the Rise of Active ETFs in a Competitive Market
Investors First: The Convergence of Public and Private Markets
What to watch from Morningstar.
This Classic Investment Strategy Is Still Alive in 2025
These 16 Standout Funds Are Making Big Bets. Do They Fit in Your Investment Portfolio?
Market Volatility: Investors Are Seeking Safety in Gold ETFs. Is It Working?
Why Bonds Belong in Your Diversified Portfolio (Even Now)
Read what our team is writing.
David Harrell
Kunal Kapoor
Ivanna Hampton
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Is the 60/40 portfolio living up to its reputation of resilience this year? The merit of a classic portfolio of 60% stocks and 40% bonds has been a matter of debate in recent years. A diversified 60/40 strategy failed to protect investors in 2022’s broad market crash—in fact, an all-stock portfolio would have held up better. However, a historical deep dive from Morningstar concluded that the tried-and-true approach lessened the pain in almost all of the worst market crashes in 150 years better than an all-stock portfolio. Morningstar Inc Portfolio Strategist Amy Arnott discusses the 60/40 portfolio’s ups and downs and its performance in 2025.
On this episode:
What is a 60/40 portfolio, and why is it popular?
We often hear claims that the 60/40 portfolio is “dead” or obsolete. Why does it get criticized so much?
Some of that criticism flared up in 2022. Why was the performance so bad for the 60/40 portfolio that year?
Volatility has rocked the markets in 2025. How has the classic investment strategy done so far this year?
Are there any asset classes that have performed better so far in 2025? Why?
And which ones have struggled?
Interest rates are sitting above 4%, but market watchers are anticipating the Federal Reserve will cut rates in September. What could that mean for the fixed-income part of the 60/40 portfolio?
How do you think the 60/40 portfolio will perform over the next few years?
Should people still rely on the 60/40 portfolio, or is another strategy better like the 70/30 or 50/30/20, which can be a mix of stocks, bonds, and alternatives?
The tried-and-true strategy has proved its worth. So, what’s the final takeaway for current retirees, future retirees, or anyone seeking less risk?
Read about topics from this episode.
The 60/40 Portfolio: A 150-Year Markets Stress Test
Is the 60/40 Portfolio Feeling ’22?
What We’ve Learned From 150 Years of Stock Market Crashes
How Does Your 60/40 Portfolio Allocation Compare With the Pros?
Why 2025 Is the Year to Invest in International Stocks
Why It’s Not Too Late to Add International Exposure
Why Holding Assets Outside the US Dollar Has Paid Off in 2025
How to Use Gold in Your Portfolio
Portfolio Diversification Is Winning in 2025
What to watch from Morningstar.
These 16 Standout Funds Are Making Big Bets. Do They Fit in Your Investment Portfolio?
Market Volatility: Investors Are Seeking Safety in Gold ETFs. Is It Working?
Why Bonds Belong in Your Diversified Portfolio (Even Now)
Covered-Call ETFs Are Booming. But Not All Yield Is Good
Read what our team is writing.
Amy Arnott
Ivanna Hampton
Follow us on social media.
Facebook: https://www.facebook.com/MorningstarInc/
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It can sometimes seem like there’s an endless number of mutual funds for you to invest in. But not all of them are a right fit for your portfolio—and some aren’t worthy investments at all. A popular feature from Morningstar’s FundInvestor newsletter greatly shrinks the list and can help you home in on the winners. Russ Kinnel is the newsletter editor and senior principal of ratings for Morningstar Research Services. And he’s here to brag about his thrilling funds list.
On this episode:
Let’s begin with the idea behind the thrilling funds list. How did this get started, and what’s the mission?
You start with thousands of fund share classes. How do you narrow the list to a few dozen, and what are you looking for?
Thirty-three funds met your high standards and made the cut, and they’re all repeats. Did that surprise you?
What kept some funds off this year’s list?
A select group of these standouts are making big bets. Let’s start with the only thrilling fund from the diversified emerging-markets category.
A trio of foreign large growth funds from Fidelity are focusing heavily on financials and industrials. What’s their story, and what makes each of these unique?
Can you describe the funds that are wagering big time on the tech sector?
The healthcare sector has struggled this year. But some funds from Vanguard, Fidelity, and Dodge & Cox appear ready to benefit from a rebound, right? Talk about those funds.
Where should fixed-income investors look if they’re tweaking that side of their portfolio?
Which income and dividend-focused funds are outshining their category peers?
And finally, how can the audience test the funds in their portfolio against your thrilling list?
Read about topics from this episode.
The Thrilling 33
How Smart People Screen for Funds
Stop Screening Funds This Way
Worried About a Market Selloff? These 10 Funds Reduce Portfolio Risk
The Big Secret to Long-Term Investment Success
Holy Smokes! These Funds Could Get Barbecued
4 New Funds on Our Radar
Morningstar Medalist Rating for Funds
What to watch from Morningstar.
Market Volatility: Investors Are Seeking Safety in Gold ETFs. Is It Working?
Why Bonds Belong in Your Diversified Portfolio (Even Now)
Covered-Call ETFs Are Booming. But Not All Yield Is Good
This Dividend Investing Strategy Deserves a Second Look
Read what our team is writing.
Russel Kinnel
Ivanna Hampton
Follow us on social media.
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Investors are piling into global gold ETFs for a safe haven from uncertainty. Demand surged in the first half of 2025, according to a new report from the World Gold Council. The industry trade group points to geopolitical turmoil, global trade policies, and higher gold prices for driving interest in these ETFs. The lure of investing in gold ETFs can vary from wanting to diversify a portfolio, hedge against inflation risks, or simply bet on rising prices. Bryan Armour explains what you should know about this speculative asset. He’s the director of ETF and passive strategies research for North America at Morningstar Research Services.
On this episode:
What are gold ETFs, how many types are there, and how do they work?
The World Gold Council says there was strong demand for global gold ETFs in the first half of 2025. How much money has flowed in and out of these ETFs, and what’s your take on that?
How have gold ETFs held up against market volatility in 2025? How does it compare with other periods of uncertainty?
Let’s talk about your recent article about how to choose the right gold ETFs. You pointed out that a two-month launch difference helped create a big gap in assets between the two largest gold ETFs. Can you talk about the rivalry between SPDR Gold Shares GLD and iShares Gold Trust IAU?
You listed those two ETFs and several others as top gold ETFs in your article. What makes one of these ETFs different from the other?
What should investors zoom in on to find the right ETF for them?
How do trading costs affect buy-and-hold investors and day traders differently?
The IRS applies a different tax treatment to gold than stocks or bonds. What should investors know?
What are the best gold ETFs, and why?
Let’s quickly pivot to another speculative asset. People sometimes refer to bitcoin as digital gold. Is that a fair comparison? How has it performed so far this year?
Would you say gold ETFs or bitcoin has served as a better hedge?
Read about topics from this episode.
Digging for Gold With ETFs
5 Tips for Trading ETFs
How to Use Gold in Your Portfolio
Commodities vs. Gold: Which Is the Better Inflation Hedge?
3 ETFs to Diversify Your Portfolio
Diversification Landscape: Building Diversified Portfolios
Morningstar′s Guide to ETF Investing
What to watch from Morningstar.
Why Bonds Belong in Your Diversified Portfolio (Even Now)
Covered-Call ETFs Are Booming. But Not All Yield Is Good
This Dividend Investing Strategy Deserves a Second Look
Market Volatility: Is Your Investment Portfolio Ready for a US-EU Trade Deal?
Read what our team is writing.
Bryan Armour
Ivanna Hampton
Follow us on social media.
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Fixed-income investors, bonds are rising to the occasion and looking attractive again. Their yields are higher, and they have delivered as diversifiers against stock sell-offs this year. Yet, uncertainty has muddled the outlook as the bond market seeks clarity about tariffs, inflation, and interest rates.Paul Olmsted covers US fixed-income strategies for Morningstar Research Services. The senior manager research analyst explains why you need bonds for a balanced portfolio.
Let’s start with how you’re thinking about the bond market in 2025. Can you talk about what you have considered key moments this year?
As a follow-up, what is at the core of the bond market’s concerns?
We’re recording this episode on July 30th around 10:30am. The Fed is expected to announce their interest-rate decision this afternoon. Market watchers are predicting the Fed will hold rates steady. High interest rates pose a risk to bonds. What other risks should investors watch out for now?
Some bond investors are seeking a “Powell hedge” due to expectations that Trump could oust the Fed Chair. What are they hedging against, and is this something everyday investors need to think about?
What’s the probability of Trump firing Powell before the Fed Chair’s term ends in May 2026, and who would be the ideal candidate?
We have talked about how the memory of the worst bond market ever in 2022 is still lingering. However, bonds served as diversifiers during stock sell-offs earlier this year. Why do you think bonds can’t shake the bad rap?
What’s the optimal bond allocation in a diversified portfolio during a high-rate environment? Should investors focus more on whether their holdings are short- or long-term, or is credit quality a bigger issue?
What are the best bonds for portfolio diversification?
What’s the takeaway for fixed-income investors for the rest of 2025?
Read about topics from this episode.
Investors Should Embrace Elevated Bond Yields
3 Principles to Invest By, Whatever Comes Next
Why the Fed’s Independence Matters to Markets, the Economy, and Your Wallet
4 Top-Performing High-Yield Bond Funds
Tariffs and Dollar Weakness Tested US Resilience
Income Opportunities Remain at the Front End of the Yield Curve
What to watch from Morningstar.
Covered-Call ETFs Are Booming. But Not All Yield Is Good
This Dividend Investing Strategy Deserves a Second Look
Market Volatility: Is Your Investment Portfolio Ready for a US-EU Trade Deal?
Market Volatility: 4 Key Factors to Track in Q3 2025
Read what our team is writing.
Paul Olmsted
Ivanna Hampton
Follow us on social media.
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Daniel Sotiroff, senior manager research analyst for Morningstar Research Services, explains how covered-call ETFs work along with the popular investment’s risks and rewards.
On this episode:
- What are covered-call ETFs, and how do they work?
- Why are retirees and other income investors drawn to these ETFs? What’s making them so popular this year?
- Their yields look very high. What is driving them?
- What types of trade-offs are investors making?
- ETFs are known to be tax-efficient investments. What are the tax considerations for covered-call ETFs?
- Should you hold covered-call ETFs in a taxable or tax-deferred account?
- What’s the optimal retirement account to hold covered-call ETFs?
- Let’s talk about covered-call ETF performance in 2025. What have you’ve seen?
- Which covered-call ETFs do Morningstar analysts consider a solid choice for investors, and why?
Read about topics from this episode.
Should You Own a Covered-Call ETF Like JEPI?
Is It Time to Reconsider Dividend Funds?
3 Great ETFs for Jittery Markets
Covered-Call and Buffer ETFs: Stock Investing With Less Gain but Less Pain
Covered-Call and Buffer ETFs: Do the Pros Outweigh the Cons?
100% Downside Protection ETFs: What’s the Catch?
Our 2025 ETF Predictions: A Midyear Review
Covered-Call Stock Funds Like JEPI Are Popular. Should They Be?
The Active ETFs That Led Inflows During 2025’s First Half
5 Charts on How Tariff Trouble Rocked US Fund Flows
Investors, Be Careful When Buying New ETFs
Tax-Efficient Retirement-Bucket Portfolios for ETF Investors
25 Top Picks for Tax-Efficient ETFs and Mutual Funds
How to Maximize the Tax Efficiency of an ETF Portfolio
3 Great ETFs for an IRA in 2025
The Best ETFs and How They Fit in Your Portfolio
What to watch from Morningstar.
This Dividend Investing Strategy Deserves a Second Look
Market Volatility: Is Your Investment Portfolio Ready for a US-EU Trade Deal?
Market Volatility: 4 Key Factors to Track in Q3 2025
Is the International Outlook Brighter Than the US?
Read what our team is writing.
Daniel Sotiroff
Ivanna Hampton
Follow us on social media.
Facebook: https://www.facebook.com/MorningstarInc/
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Amy Arnott, portfolio strategist for Morningstar Inc., discusses how a popular dividend investing strategy works, and who would or wouldn’t benefit from it.
On this episode:
- Let’s focus on when dividend reinvesting works as a strategy and when it does not. Who should consider reinvesting dividends?
- When shouldn’t an investor reinvest their dividends?
- Are there any differences between reinvesting dividends in a taxable vs a tax-deferred account?
- What types of dividends are taxable and non-taxable?
This part of the episode includes a correction: A response about which dividends are taxable versus nontaxable should have said, “If you're in a bond fund, most dividends would be taxable unless you’re investing in Treasury bonds, which would normally be exempt from state and local taxes.” We incorrectly said federal taxes.
- How long you’ve owned a dividend-paying stock matters when it comes to taxes. Can you explain the differences between qualified and non-qualified dividends?
- What kind of record-keeping does reinvesting dividends require, and how does reinvestment affect the cost-basis?
- How are considerations different for stock dividends vs fund dividends?
- What’s the final takeaway for the audience about dividend reinvestment?
Read about topics from this episode.
When to Reinvest Dividends (or Not)
These 4 Dividend ETFs Strike the Right Balance for Income Investors
10 Top Dividend Stocks for 2025
13 Elite Companies With Fast-Growing Dividends
What Are Dividends?
The 10 Best Dividend Stocks
The Best Dividend Funds
What Makes a Great Dividend Fund?
What to watch from Morningstar.
Market Volatility: Is Your Investment Portfolio Ready for a US-EU Trade Deal?
Market Volatility: 4 Key Factors to Track in Q3 2025
Is the International Outlook Brighter Than the US?
Digital Advice in 2025: What You Need to Know About Robo-Advisors
Read what our team is writing:
Amy C. Arnott
Ivanna Hampton
Follow us on social media.
Facebook: https://www.facebook.com/MorningstarInc/
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Instagram: https://www.instagram.com/morningstar...
LinkedIn: https://www.linkedin.com/company/5161/
Michael Field, European Market Strategist at Morningstar Holland, talks about tariff risks for key sectors and European stock performance as market volatility persists.
On this episode:
President Trump pushed his tariff deadline from July to August. How are global markets reacting to the uncertainty during this tariff watch?
The EU is one of America’s largest trading partners. How important is it for these two sides to strike a deal?
And what’s at stake if they don’t before the deadline?
More than two dozen countries make up the EU. The bloc is seeking lower tariffs for a variety of sectors like aircraft, car parts, and spirits. Talk about that.
So, what sectors do you think could be hit the hardest, and which ones could be spared?
The EU has presented a united front. However, some countries want a trade deal sooner than later. Can you talk about the debate you’re witnessing in Europe?
Trade deals typically take years to be implemented, so any announcement would be a preliminary agreement. If a US investor has European companies in their portfolio, what would this framework mean for them in the long-term?
Let’s shift to this year’s market performance of European stocks. What’s been winning?
Which European stocks do Morningstar analysts consider undervalued, and why?
Read about topics from this episode.
What’s Morningstar’s Outlook for Europe in 2025?
Why It’s Not Too Late to Add International Exposure
What Investors Need to Know About Tariffs
Here Are the Sectors and Industries That Are Vulnerable if Reciprocal Tariffs Come Back
Where Next for European and UK Stock Markets in 2025?
Best International Companies to Own: 2025 Edition
Find Morningstar's complete collection of tariff-related articles and analysis here.
What to watch from Morningstar.
Market Volatility: 4 Key Factors to Track in Q3 2025
Is the International Outlook Brighter Than the US?
Digital Advice in 2025: What You Need to Know About Robo-Advisors
Demystifying Private Equity and Private Credit ETFs: What Every Investor Should Know
Read what our team is writing:
Michael Field
Ivanna Hampton
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Sarah Hansen, Morningstar Inc’s senior markets reporter, discusses the uncertain outlook for the third quarter and how investors should prepare for market volatility.
What Was Surprising From Q2 Market Volatility
Mixed Expectations as Trump’s Tariff Deadline Approaches
How Should Investors Prepare Themselves for Market Volatility?
How Tariff Uncertainty Could Affect Company Earnings
How Trump’s Tax and Spending Bill Raises Concerns About Federal Deficit
How the Fed’s Decision on Interest Rates Could Affect the Yield Curve
Should Investors Brace for More Market Volatility?
Read about topics from this episode.
13 Charts on Q2’s Major Market Rebound
Market Volatility: What to Watch in Q2 After Big Swings in Q1
Has the Stock Market Reached Peak Optimism on Tariffs?
What Investors Need to Know About Tariffs
Tariffs Would Likely Hit These US Stock Sectors the Hardest
What Investors Need to Know About the Budget Reconciliation Bill
The Deficit is the Biggest Risk for the Bond Market, Says Matt Eagan of Loomis Sayles
How Much Will the Fed Cut Interest Rates?
How Healthy Is the US Economy? Here’s What the Top Economic Indicators Say
What to watch from Morningstar.
Is the International Outlook Brighter Than the US?
Digital Advice in 2025: What You Need to Know About Robo-Advisors
Demystifying Private Equity and Private Credit ETFs: What Every Investor Should Know
Market Volatility: Portfolio Diversification Is Winning in 2025
Read what our team is writing:
Sarah Hansen
Ivanna Hampton
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Two Morningstar research leaders join Investing Insights to discuss whether US investors should consider international stocks and fixed income. They are Dominic Pappalardo, chief multi-asset strategist, and Philip Straehl, chief investment officer for the Americas, for Morningstar Wealth, part of registered investment adviser, Morningstar Investment Management.
Key Takeaways:
How the Markets Have Been Handling Volatility in 2025
Why Economic Data Has Stayed More Stable Than the Markets During Volatility
Why the Timing and the Scale of the Tariffs Were a Shock to the Market
Will International Stocks Outperform US Stocks?
Why Now Is the Time to Check Your International vs US Stock Allocation
Should Investors Broaden Their International Stock Exposure?
Why Global Consumer Stocks Are Poised to Perform Well During Market Volatility
How Rising Yields in Fixed Income Can Create Opportunities for Investors
How the Shape of the Yield Curves Have Shifted
How US Investors Can Mediate US Dollar Weakness With International Equity Exposure
Key Takeaways on the US Market Outlook vs International Market Outlook
Read about topics from this episode.
2025 Morningstar Investment Conference: How to Invest Today
Bull or Bear? Here’s How the Outlook for Stocks Stacks Up
BlackRock’s Rick Rieder: Why the US Economy Is Going to Be Fine
6 Charts on How Trump’s Tariffs Have Upended Global Markets
Should Investors Rethink Global Diversification Amid Tariff Uncertainty?
What Higher Bond Yields Mean for Markets in 2025
Why the Bond Market Looks Brighter Than It Did in 2022
The Trade Deals That Could Calm Wall Street
Why Holding Assets Outside the US Dollar Has Paid Off in 2025
Consumer Stocks Stand Out Among Opportunities for the Second Half of 2025
For Investors Who Can Get Beyond Headline Risk, Opportunity Beckons in Bonds
How Healthy Is the US Economy? Here’s What the Top Economic Indicators Say
What to watch from Morningstar.
Digital Advice in 2025: What You Need to Know About Robo-Advisors
Demystifying Private Equity and Private Credit ETFs: What Every Investor Should Know
Market Volatility: Portfolio Diversification Is Winning in 2025
13 Elite Companies With Fast-Growing Dividends
Read what our team is writing:
Philip Straehl
Dominic Pappalardo
Ivanna Hampton
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Lan Tran, manager research analyst for Morningstar Research Services, discusses the benefits and limitations of digital investment advice. Plus, a look at the best and worst robo-advisors of 2025.
00:40 What Is a Robo-Advisor?
01:20 Robo-Advisors vs. Traditional Advisors
03:02 Who Should Use a Robo-Advisor?
04:02 Benefits of Digital Investment Advice vs. a DIY Approach
06:01 Do Robo-Advisors Offer Retirement and Taxable Accounts?
06:51 Limitations of Robo-Advisors
08:34 Robo-Advisor Fee Structure
10:00 How Robo-Advisors Are Taking a Hybrid Approach to Financial Advice
12:47 How Morningstar Rates the Best Robo-Advisors of 2025
15:41 Do Robo-Advisors Control Security Selection in Your Portfolio?
16:48 Why Betterment Is One of Morningstar’s Top 3 Robo-Advisors of 2025
18:61 Why Fidelity Go Is 2025’s Runner-Up for Top Robo-Advisor
19:20 Why Vanguard Remains the Best Robo-Advisor in 2025
21:00 The Worst Robo-Advisor of 2025
Read about topics from this episode.
Are Robo-Advisors Still Worth It?
Compare Robo-Advisor Performance & Assess the Best Options
The Best Robo-Advisors of 2025
Should You Be Using a Robo-Advisor?
Are Robo-Advisors Worth Your Investment?
Another Robo-Advisor Bites the Dust
What Is a Robo-Advisor?
5 Questions to Ask a Financial Advisor
What to watch from Morningstar.
Demystifying Private Equity and Private Credit ETFs: What Every Investor Should Know
Market Volatility: Portfolio Diversification Is Winning in 2025
13 Elite Companies With Fast-Growing Dividends
The Stock Strategies That Are Paying Off in 2025
Worried About Inflation? What to Know Before Buying TIPS ETFs
Read what our team is writing:
Lan Anh Tran
Margaret Giles
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Bryan Armour, director of ETF and passive strategies research for North America at Morningstar Research Services, discusses private equity ETFs and private credit ETFs. Armour also previews his session at the 2025 Morningstar Investment Conference featuring two ETF experts.
Hear From Experts on Private Asset ETFs at the 2025 Morningstar Investment Conference
How Do Private Equity and Private Credit Investments Work?
Why Access to Private Markets Is Expanding
How Private Assets Pose a Challenge in ETFs
Private Asset ETF Performance: PRIV and XOVR
What Does Morningstar Think of Private Asset ETFs?
How Firms Are Pricing Private Portfolio Shares
Can Private Credit ETFs and Private Equity ETFs Improve Diversification?
What Investors Stand to Gain or Lose in Private Markets
Why Private Equity and Private Credit ETFs Are Here to Stay
Read about topics from this episode.
Register for the Morningstar Investment Conference 2025
How Private Assets Impede the Benefits of ETFs
New Private Credit Funds Want Your Money. Here’s Why You Should Be Cautious
It’s Getting Easier to Invest in Private Assets. What Does That Mean for Investors?
What’s It Taking for Private Equity to Reach Smaller Investors?
Persistence of Performance in Private Equity
Unlikely Allies: Vanguard and Others Team Up to Offer Private-Market Investments
Private Markets Are Coming to Financial Advisors
Investors First: Unlocking Opportunities in Private Markets
Morningstar′s Guide to ETF Investing
What to watch from Morningstar.
Market Volatility: Portfolio Diversification Is Winning in 2025
13 Elite Companies With Fast-Growing Dividends
The Stock Strategies That Are Paying Off in 2025
Worried About Inflation? What to Know Before Buying TIPS ETFs
Read what our team is writing:
Bryan Armour
Ivanna Hampton
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Amy Arnott, Morningstar Inc. portfolio strategist, discusses the success of the 60/40 portfolio and how diversification is paying off during market volatility this year.
How Diversification Has Held Up Against Market Volatility in 2025
Which Asset Classes Have Been Strong Diversifiers in 2025?
Which Asset Classes Have Struggled as Diversifiers?
How Have US vs. Non-US Stocks Performed in 2025?
Can Investors Still Turn to Fixed Income During Market Volatility?
How Correlations Between Asset Classes Is Key to Diversification
60/40 Portfolio vs. Diversified Portfolio
Why the 60/40 Portfolio Outperformed in the Long Term
The Best Ways to Diversify Your Portfolio During Market Volatility
What Hasn’t Held Up as Portfolio Diversifiers?
How Tough Macro Environments Affect Diversification Patterns
Key Takeaways
Read about topics from this episode.
Diversification Landscape: Building Diversified Portfolios
3 Assets That Might Not Diversify as Well as You Think
Portfolio Diversification: Answers to Your Questions
The Best Ways to Diversify Your Investment Portfolio in Today’s Market
Should Investors Rethink Global Diversification Amid Tariff Uncertainty?
For Diversification From Stocks, Cash Has Made a Good Case for Itself
What Higher Inflation Means for Stock/Bond Correlations
Morningstar’s Guide to Diversification
Why Portfolio Diversification Has Helped in 2025
Why Holding Assets Outside the US Dollar Has Paid Off in 2025
What to watch from Morningstar.
13 Elite Companies With Fast-Growing Dividends
The Stock Strategies That Are Paying Off in 2025
Worried About Inflation? What to Know Before Buying TIPS ETFs
Market Volatility: The Trade Deals That Could Calm Wall Street
Read what our team is writing:
Amy Arnott
Ivanna Hampton
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David Harrell, editor of Morningstar’s DividendInvestor newsletter, talks about the dividend stocks that earned a spot on the newsletter’s annual Dividend Growers list. Harrell also discusses how to approach dividend investing.
What Qualifies a Dividend Stock to Be on the DividendInvestor’s Annual Dividend Growers List?
13 Elite Companies With Fast-Growing Dividends
This part of the episode includes a correction: In an earlier version of this podcast, a section about companies included on the DividendInvestor’s DividendGrowers list and a follow-up question about companies that weren’t included was inadvertently cut during production. The episode has been updated to restore this information.
Why These Companies Failed to Make the Dividend Growers List in 2025
Which Companies Were ‘Near Misses’ for the Dividend Growers List?
Why Are Higher-Yielding Dividend Stocks Absent?
Why Dividend Growth Investing Can Benefit Investors With a Longer Time Horizon
Is Double-Digit Dividend Growth Sustainable for Companies?
Which Companies Are on Track to Appear on Next Year’s Dividend Growers’ List?
What Investors Need to Know Before Investing in Dividend Stocks
Undervalued Dividend Growers Stock Picks
Read about topics from this episode.
Subscribe to the Morningstar DividendInvestor newsletter.
Stocks With 5 Years of Double-Digit Dividend Increases
7 Undervalued Stocks that Just Raised Dividends
10 Top-Performing Dividend Stocks
What You’re Getting Wrong About Dividend Investing
The 10 Best Dividend Stocks
These Dividend Aristocrats Provide Appealing Consistency for Investors
What to watch from Morningstar.
The Stock Strategies That Are Paying Off in 2025
Worried About Inflation? What to Know Before Buying TIPS ETFs
Market Volatility: The Trade Deals That Could Calm Wall Street
Berkshire Hathaway's Annual Meeting Could Reveal Its Future Plans
Retirees: Here's How to Tweak the 4% Rule to Protect Your Nest Egg
Read what our team is writing:
David Harrell
Ivanna Hampton
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Dan Lefkovitz, Morningstar Indexes strategist and columnist, explains how factor investing works. And he discusses which stocks outperformed and underperformed during this year’s market volatility.
What Is Factor Investing?
What Factors Have the Strongest Performance Amid Market Volatility in 2025?
Berkshire Hathaway and Other Low-Volatility Stocks Outperformed During Market Volatility
Why Lower-Volatility Stocks Help With Capital Preservation in the Long Term
Which Factors Have Lagged the Broader Stock Market in 2025?
Nvidia and Other Quality Stocks Underperformed During Market Volatility?
How Factor Investing’s Performance in 2025 Fits Into Long-Term Trends
Why Diversification Is Key When Investing in Factors
How Often Should Factor Investors Check Their Portfolio?
How to Position a Portfolio for Future Stock Market Rotations
Key Takeaways
Read about topics from this episode.
How Market Turmoil Made Low-Volatility Stocks Great Again
You’re a Factor Investor. You Just May Not Know It Yet
Paying Attention to Investment Factors? You Should Be
Why You Shouldn’t Panic Over Daily Market Swings
Why Quality Stocks Aren’t Doing Better This Year
2025 Market Outlook: Markets Are Priced to Perfection, but Will It Last?
Morningstar’s Guide to Diversification
13 Charts on Q1’s Dramatic Rotation in Stocks
3 Surprising Market Winners in 2025
What to watch from Morningstar.
Worried About Inflation? What to Know Before Buying TIPS ETFs
Market Volatility: The Trade Deals That Could Calm Wall Street
Berkshire Hathaway's Annual Meeting Could Reveal Its Future Plans
Retirees: Here's How to Tweak the 4% Rule to Protect Your Nest Egg
Market Volatility: Which Investments Will Protect Your Portfolio in a Recession?
Read what our team is writing:
Dan Lefkovitz
Ivanna Hampton
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Dan Sotiroff, senior manager research analyst for Morningstar Research Services, explains how TIPS ETFs work, their performance in 2025, and what to consider before buying the treasury inflation-protected securities.
Key Takeaways:
What Are TIPS?
TIPS ETFs vs. TIPS
Flows Into TIPS ETFs in 2025 Surprises Morningstar’s ETFInvestor Editor
How TIPS Have Performed Against the Bond Market in 2025
How Higher-for-Longer Interest Rates Could Create Higher Risk
Should Investors Look to Short- or Long-Term TIPS During Market Volatility?
What’s the Best Account to Hold TIPS ETFs?
Who Should Invest in TIPS ETFs?
2 Top TIPS ETFs Picks
Read about topics from this episode.
Subscribe to Morningstar’s ETFInvestor newsletter.
TIPS Funds Gain on Fears of Inflation and Economic Downturn
How to Use TIPS in Your Portfolio
Why the Fed May Wait Until July to Cut Interest Rates
Inflation Was Softer in April, but Tariff Impacts Still Loom
What Now? An Investor’s To-Do List for Chaotic Markets
Morningstar′s Guide to ETF Investing
How to Think About Time Horizons in Bond Investing
6 Top-Performing TIPS Funds
3 Defensive ETFs for Current Volatility
What to watch from Morningstar.
Market Volatility: The Trade Deals That Could Calm Wall Street
Berkshire Hathaway's Annual Meeting Could Reveal Its Future Plans
Retirees: Here's How to Tweak the 4% Rule to Protect Your Nest Egg
Market Volatility: Which Investments Will Protect Your Portfolio in a Recession?
Market Volatility: What Lies Ahead in Trump’s Trade War
Read what our team is writing:
Daniel Sotiroff
Ivanna Hampton
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Dominic Pappalardo, chief multi-asset strategist for Morningstar Investment Management’s Wealth group, discusses how trade talks over tariffs could ripple through the bond market and whether import taxes are the right move for Hollywood movies.
Key Takeaways:
What a Potential Trade Deal Between the US and UK Means for Market Sentiment
What Countries Need to Strike a Trade Deal to Calm Wall Street?
What Persistent High Tariffs and Falling Imports From China Could Mean for the US
How Japan Moving Out of US Treasuries Could Rattle the Bond Market
How Trump’s Tariffs on International Movies Could Affect the Services Sector
How Tariff-Induced Market Volatility Affects the US Dollar’s Strength Globally
Has Market Volatility Made the US a Risky Bet for Stock Investors?
How Investors and Investment Managers Should Handle Market Volatility
What to Watch Before Trump’s 90-Day Tariff Pause Ends
Read about topics from this episode.
9 Charts on Trump’s First 100 Days in the Markets
6 Charts on How Trump’s Tariffs Have Upended Global Markets
Q1 GDP Forecast to Show Sharp Slowdown as Imports Surge Ahead of Tariffs
US-China Trade War Cause Us to Reduce Most US Independent Producers’ Valuations by 2%-13%
US Treasuries Sell Off as Trade War Calls Haven Status Into Question
Dollar Hits 3-Year Low Against the Euro in Tariff Turmoil
May 2025 US Stock Market Outlook: Eye of the Hurricane
What to watch from Morningstar.
Berkshire Hathaway's Annual Meeting Could Reveal Its Future Plans
Retirees: Here's How to Tweak the 4% Rule to Protect Your Nest Egg
Market Volatility: Which Investments Will Protect Your Portfolio in a Recession?
Market Volatility: What Lies Ahead in Trump’s Trade War
Read what our team is writing:
Dominic Pappalardo
Ivanna Hampton
Follow us on social media.
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Gregg Warren, senior analyst with Morningstar Research Services, discusses the succession, dividend, and stock portfolio questions he would ask at this year’s Berkshire Hathaway annual meeting. Warren previously pitched questions as part of the meeting’s analyst panel.
Key Takeaways:
Morningstar Analyst on Pitching Questions at Berkshire Hathaway Annual Meeting
Succession Planning for Berkshire Hathaway’s Insurance Business
What Investors Need to Know About Warren Buffett’s Successor
Should Greg Abel Spin Off Berkshire Hathaway’s Businesses or Issue a Dividend?
What We Are Listening for From Buffett on His Stock Sales at the Berkshire Hathaway Annual Meeting 2025
Does Warren Buffett Think the US Is Still a Solid Bet?
Is Berkshire Hathaway Stock a Buy?
Read about topics from this episode.
10 Questions for Berkshire Hathaway’s 2025 Annual Meeting
Subscribe to The Morning Filter on Apple Podcasts, or wherever you stream podcasts.
What to Expect at Berkshire Hathaway’s Annual Meeting
Why Berkshire Hathaway’s Stock is Beating the Market in 2025
What I Hope My 14-Year-Old Learned at Berkshire Hathaway’s Annual Meeting
Warren Buffett Dismisses Concerns About Cash Holdings
9 Charts on Trump’s First 100 Days in the Markets
US Treasuries Sell Off as Trade War Calls Haven Status Into Question
How to Invest Like Warren Buffett
The 4 Warren Buffett Stocks to Buy After Berkshire Hathaway’s Latest 13F Filing
Warren Buffett Sold These 2 ETFs. Should You?
What to watch from Morningstar.
Retirees: Here's How to Tweak the 4% Rule to Protect Your Nest Egg
Market Volatility: Which Investments Will Protect Your Portfolio in a Recession?
Market Volatility: What Lies Ahead in Trump’s Trade War
Market Volatility: What to Watch in Q2 After Big Swings in Q1
Read what our team is writing:
Greggory Warren
Ivanna Hampton
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Amy Arnott, Morningstar Inc. portfolio strategist, discusses why her team’s starting safe withdrawal rate is more conservative than the popular 4% rule. Plus, a new metric to help determine financial priorities during retirement.
How ‘The State of Retirement Income’ Report Helps Investors Know Their Safe Withdrawal Rate
Conservative Estimate for Starting Safe Withdrawal Rate
Why Has the Starting Safe Withdrawal Rate Gone Down?
Flexible or Dynamic Strategies to Increase the Starting Safe Withdrawal Rate
What Is the Spending-Ending Ratio?
Retirement Spending Strategies That Leave Legacy Funds
Strategies to Help Retirees Spend All Their Retirement Savings
Should You Delay Social Security?
What Type of Retiree Should Considering an Annuity?
Pros and Cons of Deferred Annuities
What’s Next for ’The State of Retirement Income’ Report?
Read about topics from this episode.
Six Retirement Withdrawal Strategies That Stretch Savings
The Best Ways to Maximize Your Retirement Income in 2025
Navigating the Future of Retirement Income: Trends, Strategies, and Insights
Morningstar’s Retirement Income Research: Reevaluating the 4% Withdrawal Rule
What’s a Safe Retirement Spending Rate for 2025?
Maybe You Shouldn’t Delay Taking Your Social Security Benefits After All
How to Retire: Tips for Entering Retirement
TIPS Funds Gain on Fears of Inflation and Economic Downturn
How to Use Our Retirement Income Research
What to watch from Morningstar.
Worried About a Market Sell-Off? These 10 Funds Reduce Portfolio Risk
Gray Divorce: How to Avoid Triggering a Costly Tax Bill
Why the Bond Market Looks Brighter Than It Did in 2022
Where to Find Bargain Stocks in an Expensive Market
Read what our team is writing:
Amy Arnott
Ivanna Hampton
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Amy Arnott, Morningstar Inc. portfolio strategist, discusses which investments have performed best and worst in past recessions. Gold prices are rising during the current market volatility. Arnott explains why it might not be the best time to buy the precious metal.
Key Takeaways:
Why Current Market Volatility May Not Be Ending Soon
How to Keep Yourself Steady During Market Volatility
How Investors Nearing Retirement Can Avoid Sequence-of-Return Risk During Market Volatility
How Retirees Can Mitigate Market Volatility Using the Bucket Approach
Which Asset Classes Have Performed Best and Worst During a Recession?
What Investors Should Keep in Mind Before Going for Buying Gold
Why It’s Better to Own Large Companies During an Economic Slowdown
Why Consumer Defensive Stocks Have Been Resilient During Recessions
What Sectors Have Been Hit the Hardest in Past Recessions?
Create an Investment Plan and Stick to It During Market Volatility
Read about topics from this episode.
Best Investments to Own During a Recession
Morningstar’s Take on Tariffs: Stock Impacts, Portfolio Tips, and More
What We’ve Learned From 150 Years of Stock Market Crashes
A Down-Market Survival Guide for Pre-Retirees
A Down-Market Survival Guide for Retirees
How to Use Gold in Your Portfolio
How to Keep Your Cool in a Volatile Market
What Do Tariffs and Increased Recession Risk Mean for Banks?
What Tariff Volatility Means for the Consumer Defensive Sector
What Bucket Investors Should Do in Down Markets
It Feels Different This Time—but It Probably Isn’t
What to watch from Morningstar.
Market Volatility: What Lies Ahead in Trump’s Trade War
Market Volatility: What to Watch in Q2 After Big Swings in Q1
Does it Pay to Copy Congress’ Stock Trades?
Can Healthcare Stocks Keep Outperforming the Market?
Read what our team is writing:
Amy Arnott
Ivanna Hampton
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Dominic Pappalardo, chief multi-asset strategist for Morningstar Investment Management, discusses the escalating US-China trade war, the 90-day tariff pause, and raised recession risk during this market volatility.
Key Takeaways:
What an Escalating Trade War Between the US and China Could Mean
Macroeconomic Trends and Rising Deglobalization After Trump’s Tariffs
What Trump’s 90-Day Pause on Tariffs Means for the Markets and Economy
How Market Volatility Could Persist After a Tariff-Induced Stock Selloff and Rebound
Why Fixed Income and Equities Are Responding Differently During Market Volatility
Morningstar Forecasters Predict Higher Economic Risks in 2025
Will the Fed Cut Interest Rates in May?
How to Protect Your Retirement Portfolio During Market Volatility
What Investors Need to Have on Their Radar
Read about topics from this episode.
Tariffs and Emotions Shake Markets Now, But Discipline Wins Long-Term
Morningstar’s Take on Tariffs: Stock Impacts, Portfolio Tips, and More
Even With Trump’s Rollback, Tariffs Would Still Damage the US Economy
Inflation Slows as Gas Prices Lead Decline in March CPI
US Stocks Surge After Trump Pauses Many New Tariffs
Stocks Give Up Gains as Tariff Woes Persist
What Do the New Trump Tariffs Mean for Fed Interest-Rate Cuts?
How Market Volatility Affects Required Minimum Distributions
A Down-Market Survival Guide for Retirees
What Now? An Investor’s To-Do List for Chaotic Markets
This Time, It Really Is the Tariffs
This Is What Real Market Uncertainty Looks Like
What to watch from Morningstar.
Market Volatility: What to Watch in Q2 After Big Swings in Q1
Does It Pay to Copy Congress' Stock Trades?
Can Healthcare Stocks Keep Outperforming the Market?
Worried About a Market Sell-Off? These 10 Funds Reduce Portfolio Risk
Read what our team is writing:
Dominic Pappalardo
Ivanna Hampton
Follow us on social media.
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Sarah Hansen, Morningstar Inc. senior markets reporter, discusses the market volatility in the first quarter of 2025 and the portfolio strategy that paid off for investors.
What’s the Difference Between the Stock Market and the Economy?
How Stock Market Trends in 2025 Have Shifted From Last Year
Worries About Changes Fanning Market Volatility
How Tariffs Could Impact Growth, Inflation, and Consumer Prices
Market Volatility Sends Investors Rushing to Gold
What Are the Risks of a Recession in 2025?
Why Portfolio Diversification Is a Winning Strategy During Market Volatility
What's next is now at the Morningstar Investment Conference. Register now to get to the source for cutting-edge research, expert insights, and thorough analysis. Click here to register.
Read about topics from this episode.
13 Charts on Q1’s Dramatic Rotation in Stocks
Trump Tariff Selloff: How Long-Term Investors Can Best Weather the Storm
Tariffs and the Markets: What Investors Need to Know
Q1’s Biggest Lesson for Investors: Diversification Works
US Stocks Fall Sharply as Recession Fears Build on Tariff Worries
Tariffs Are a Self-Inflicted Economic Catastrophe
How Caution and Contrarianism Paid Off for Investors During Q1
What We’ve Learned From 150 Years of Stock Market Crashes
Investors Flock to Ultrashort Bond and Gold ETFs Amid Market Uncertainty
What to watch from Morningstar.
Does It Pay to Copy Congress' Stock Trades?
Can Healthcare Stocks Keep Outperforming the Market?
Worried About a Market Sell-Off? These 10 Funds Reduce Portfolio Risk
Gray Divorce: How to Avoid Triggering a Costly Tax Bill
Read what our team is writing:
Sarah Hansen
Ivanna Hampton
Follow us on social media.
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Zach Evens, a passive strategies analyst for Morningstar Research Services, discusses two ETFs that use data from Unusual Whales to track congressional stock trades. He explains why investors might be drawn to these funds and the potential risks that they face.
Key Takeaways:
Why Investors May Want to Follow Congressional Stock Trades
Are Members of Congress Good at Picking Stocks?
The Firms Behind the ETFs: Subversive Capital and Unusual Whales
Limitations of the Data on Congressional Stock Trades
How Democrats and Republicans Invest Differently
Both the Democratic and Republican ETFs Favor Tech Stocks
How Outsize Tech Exposure Has Affected the Performance of These ETFs
Why Investors Face Concentration Risk With Thematic Funds Like Congressional ETFs
Why the ‘Black Box’ of Congress’ Investing Strategy Is Risky for Investors
Key Takeaways on Investing in Congressional ETFs
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Read about topics from this episode.
The 2 ETFs That Track Congressional Stock Trades
Morningstar’s Guide to ETF Investing
An Investor’s Guide to the Next Trump Administration
The Big Shortfall: Understanding the gap in thematic funds
The Best Tech Stocks to Buy
Are Stock Investors in for Another Tech Wreck?
What Trump’s Trade Wars Could Mean for the Global Economy and Markets
6 ETF Investing Predictions for 2025
What to watch from Morningstar.
Can Healthcare Stocks Keep Outperforming the Market?
Worried About a Market Sell-Off? These 10 Funds Reduce Portfolio Risk
Gray Divorce: How to Avoid Triggering a Costly Tax Bill
Why the Bond Market Looks Brighter Than It Did in 2022
Read what our team is writing:
Zachary Evens
Margaret Giles
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Karen Anderson, director of healthcare equity research for Morningstar Research Services, discusses the forces shaping the landscape and where she sees opportunities for investors.
Key Takeaways:
Why Healthcare Stocks Have Been Resilient During the Market Downturn
How Regulatory Changes Could Affect the Healthcare Industry
Why Healthcare Stocks’ Valuations Look Attractive From a Bottom-Up View
How Have Healthcare Stocks’ Valuations Changed Historically?
How Stock Valuations Differ Within the Healthcare Sector
How an Aging US Population Affects the Healthcare Sector
Will GLP-1 Drugs Continue to Grow?
Regulatory Risks for Healthcare Stocks
Healthcare Stocks Outlook
Are Healthcare Stocks a Buy?
Healthcare Stock Picks
How Amgen Is Using AI in Healthcare
Read about topics from this episode.
Healthcare: Sector Looks Undervalued with Pullback After US Election and Obesity Data
Novo Nordisk: Next-Generation GLP-1/Amylin Drug Sees Leading Weight Loss in Small Trial
How GLP-1 Drugs Like Ozempic Are Boosting Biopharma Stocks
Biopharma Stock Election Impact: Potential Reduced IRA Headwind but Unpredictable Challenges
22 Best Healthcare Companies to Invest In
What to watch from Morningstar.
Worried About a Market Sell-Off? These 10 Funds Reduce Portfolio Risk
Gray Divorce: How to Avoid Triggering a Costly Tax Bill
Why the Bond Market Looks Brighter Than It Did in 2022
Where to Find Bargain Stocks in an Expensive Market
Read what our team is writing:
Karen Andersen
Sarah Hansen
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Russ Kinnel, senior principal of ratings for Morningstar Research Services, researched which alternative, equity, and value funds could provide a good hedge during a market sell-off.
What is the Downside Capture Ratio?
Why Funds with A Low Downside Capture Ratio Make Good Diversifiers
How Does a Fund’s Maximum Drawdown Line Up with Its Downside Capture?
Why Savers Should Look for Low-Risk Investments
Floating-Rate Funds to Help Protect a Bond-Heavy Portfolio Against Interest-Rate Risk
Alternative Funds for Diversification
What is Arbitrage?
Large-Blend Funds to Help Preserve Capital
Defensive Large-Value Funds to Consider
A Small-Value Fund That Can Serve as a Good Diversifier
How Can Risk-Averse Investors Get Zero Downside?
What's next is now at the Morningstar Investment Conference. Register now to get to the source for cutting-edge research, expert insights, and thorough analysis. Get tickets here.
Read about topics from this episode.
Subscribe to the FundInvestor Newsletter
How to Diversify Away From Large-Growth Funds
How to Diversify Your Portfolio to Handle a Market Correction
3 Super Risky Low-Risk Funds
A Practical Test for Contrarian Investing: When Should You Go Against the Grain?
Where to Invest in 2025 and Beyond
The Thrilling 36
5 Mistakes to Avoid With Your Investment Portfolio in 2025
Can Growth Stocks Keep Powering the Market Higher?
What to watch from Morningstar.
Gray Divorce: How to Avoid Triggering a Costly Tax Bill
Why the Bond Market Looks Brighter Than It Did in 2022
Where to Find Bargain Stocks in an Expensive Market
These 4 Dividend ETFs Strike the Right Balance for Income Investors
Read what our team is writing:
Russel Kinnel
Ivanna Hampton
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Sheryl Rowling, editorial director for financial advice at Morningstar Inc, discusses the financial and tax issues that could come up during and after a gray divorce.
Limiting the Financial Impact of a Gray Divorce
How to Budget After Divorce
What to Do if There’s a Budget Shortfall
Social Security Divorce Benefits
Gray Divorce Near Retirement
Will a New Tax-Filing Status Result in Higher Taxes?
How to Fairly Split Assets in Divorce
How to Avoid Tax Penalties When Dividing Retirement Accounts
Pros and Cons of Keeping the Family Home
Selling the House and Downsizing After Divorce
Why Hire Professionals to Help with a Gray Divorce
Read about topics from this episode.
Gray Divorce: 10 Financial and Tax Issues You Must Know After 50
Maybe You Shouldn’t Delay Taking Your Social Security Benefits After All
Six Retirement Withdrawal Strategies That Stretch Savings
6 Retirement Financial Myths to Avoid
What You Need to Know About Capital Gains Distributions
How to Choose a Financial Advisor
What to watch from Morningstar.
Why the Bond Market Looks Brighter Than It Did in 2022
Where to Find Bargain Stocks in an Expensive Market
These 4 Dividend ETFs Strike the Right Balance for Income Investors
Vanguard Fee Cuts May Be Small, But They’re a Win For Investors
Read what our team is writing:
Sheryl Rowling
Ivanna Hampton
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Dan Lefkovitz, strategist for Morningstar Indexes, talks about what he finds noteworthy in the bond market today. Philip Straehl, chief investment officer for the Americas for Morningstar Wealth, a part of registered investment adviser Morningstar Investment Management, explains why employees who own company stock should protect their total wealth.
Bond Market in Q1 2025
Why Did the 10-Year US Treasury Yield Go Up After 2024 Interest Rate Cuts
Why Bond Investors Are Worried Following the US Presidential Election
What’s the Bright Side for Bonds?
The Importance of Portfolio Diversification
Morningstar’s 2025 Bond Outlook
Key Takeaways on Portfolio Diversification
What’s New in the Markets?
What Are Restricted Stock Units?
Risks Associated with RSUs
Examining RSU Risk Through Portfolio Personalization
Understanding Concentration Risk’s Effect on Your Total Wealth
Do Separately Managed Accounts Offer Enough Personalization?
How Should Investors Mitigate the Risk?
How Do Your Financial Goals Play Into Diversifying Your Concentrated Portfolio?
Do You Need a Financial Advisor to Diversify Your Portfolio?
Key Takeaways on RSUs and Portfolio Personalization
Read about topics from this episode.
Experts Forecast Stock and Bond Returns: 2025 Edition
What Higher Inflation Means for Stock/Bond Correlations
10 Financial Rules of Thumb You Don’t Have to Follow
Do as I Say (Not as I Do)
Bonds Might Be Losing Money, but There Is a Bright Side
8 Top-Performing High Yield Bond Funds
Stocks and Bonds Stumble on Hot Jobs Report. Are Markets in Trouble, or Is It Just Noise?
How to Make Sure Your Personalized Portfolio Doesn’t Backfire
Should Your Clients’ Stock Portfolios Consider Their Careers?
What to watch from Morningstar.
Where to Find Bargain Stocks in an Expensive Market
These 4 Dividend ETFs Strike the Right Balance for Income Investors
Vanguard Fee Cuts May Be Small, But They’re a Win For Investors
How Inflation, Tariffs, and More Could Impact Your Finances in 2025
Read what our team is writing:
Dan Lefkovitz
Philip Straehl
Ivanna Hampton
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David Harrell, editor of Morningstar’s StockInvestor newsletter, investigated stock valuation trends from a watchlist with 120 names across the market. He reveals which stocks are relative bargains.
The Evolution of the Morningstar Style Box
What Is the Value-Growth Score for Stocks?
Why Investors Should Look Deeper Than Overall Market Trends
Investigating Stock Valuation Trends on the Tortoise and Hare Watchlist
Small-Cap Stock Findings
Are There Any Mega-Cap Stocks on Morningstar StockInvestor’s Watchlist?
Which Stocks Earned the Minimum Value-Growth Score?
Which Stocks Earned the Maximum Value-Growth Score?
What's next is now at the Morningstar Investment Conference. Register now to get to the source for cutting-edge research, expert insights, and thorough analysis.
https://www.morningstar.com/business/events/morningstar-investment-conference?refid=investinginRead about topics from this episode.
Subscribe to the StockInvestor Newsletter
3 Top Value Stocks to Buy and Hold for 2025
11 Newly Overvalued Stocks
Top 15 Value-Creating Stocks of the Past Decade
Weekly Market Update: Stocks Rise 1.35% as Tech Sector Gains
John Rekenthaler: ‘The House Is With You When You’re Investing’
Market Barometer
What to watch from Morningstar.
These 4 Dividend ETFs Strike the Right Balance for Income Investors
Vanguard Fee Cuts May Be Small, But They’re a Win For Investors
How Inflation, Tariffs, and More Could Impact Your Finances in 2025
Why Inflation Still Poses a Risk to Stocks and Bonds in 2025
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David Harrell
Ivanna Hampton
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Bryan Armour, director of passive strategies research for North America for Morningstar Research Services, explains how dividend income and dividend growth strategies work. He also discusses why four dividend ETFs from Vanguard and Schwab earn top marks.
Comparing Income and Growth Dividend ETF Strategies
Blindspots in Dividend ETF Investing
Are Company Payouts Expected to Increase Over Time for Dividend Growth ETFs?
Judging the Performance of Dividend ETF Strategies
What is Factor Investing?
Writing Your Factor Exposure Checklist for Dividend ETFs
Gold-Rated Dividend Growth ETFs from Vanguard
Why is Vanguard’s Dividend Income Strategy Impressive?
Why Schwab’s Dividend ETF Is Worthy of a Gold Rating
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https://www.morningstar.com/business/events/morningstar-investment-conference?refid=investingin
Read about topics from this episode.
The Top High Dividend ETFs for Passive Income in 2025
Is It Time to Reconsider Dividend Funds?
How to Choose a Dividend Fund
How to Maximize the Tax Efficiency of an ETF Portfolio
3 Great US ETFs for 2025 and Beyond
What to watch from Morningstar.
Vanguard Fee Cuts May Be Small, But They’re a Win For Investors
How Inflation, Tariffs, and More Could Impact Your Finances in 2025
Why Inflation Still Poses a Risk to Stocks and Bonds in 2025
Active ETFs vs Mutual Funds: What to Know Before Picking a New Fund
Read what our team is writing:
Bryan Armour
Ivanna Hampton
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Dan Sotiroff, a senior manager research analyst for Morningstar, explains how lower fees on dozens of Vanguard investments will likely benefit both investors and the popular money manager. Plus, we hear from the hosts of our new podcast, The Morning Filter. David Sekera, Morningstar's chief US market strategist, and Susan Dziubinski, an investment specialist at Morningstar Inc., discuss how they cut through the noise of the stock market each week.
Vanguard Fee Cuts 2025
Why Is Vanguard Cutting Fees Now?
6 Noteworthy Vanguard Funds and ETFs With Cheaper Expense Ratios
Vanguard Signals to Investors to Consider Bond Funds
Is Vanguard’s New CEO Putting Pressure on BlackRock to Lower Fees?
Has the “Race to the Bottom” of Cheaper Fund Fees Started Again?
What Lower Fund Fees Mean for Vanguard Investors in the Long Term
How Vanguard Can Keep and Grow Their Customer Base
What’s New in the Markets
Introducing The Morning Filter Podcast
How The Morning Filter Brings Unique Insights to Listeners
What to Expect from The Morning Filter’s Weekly Analysis of Stock Picks and Pans Market
Outlook 2025: What Investors Can Expect
How Investors and Advisors Learn from The Morning Filter
What's next is now at the Morningstar Investment Conference. Register now to get to the source for cutting-edge research, expert insights, and thorough analysis.
https://www.morningstar.com/business/events/morningstar-investment-conference?refid=investingin
Read about topics from this episode.
Vanguard Cuts Fees on Nearly 90 Funds and ETFs
Vanguard in 2025: What Investors Need to Know
Subscribe to The Morning Filter on Apple podcasts, or wherever you stream podcasts.
3 Stocks to Buy Before They Bounce Back
What to watch from Morningstar.
How Inflation, Tariffs, and More Could Impact Your Finances in 2025
Why Inflation Still Poses a Risk to Stocks and Bonds in 2025
Active ETFs vs Mutual Funds: What to Know Before Picking a New Fund
It's Getting Easier to Invest in Private Assets. What Does That Mean for Investors?
Read what our team is writing:
Daniel Sotiroff
David Sekera
Susan Dziubinski
Ivanna Hampton
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Preston Caldwell, senior US economist for Morningstar Investment Management, discusses the Federal Reserve’s interest-rate decision, his outlook for inflation in 2025, and the potential impact of US tariffs.
Fed Meeting January 2025: Was Pausing Interest-Rate Cuts a Good Move?
Outlook for Inflation in 2025
How a Strong Jobs Market Fits into the Fed’s Outlook
Why Mortgage Rates Rose When Interest Rates Fell
When is the Next Fed Meeting in 2025?
Are Interest Rates Going Down in 2025?
How Mass Deportations Could Affect Businesses and Consumers
How US Tariffs Could Affect Consumer Goods Prices
Tracking Inflation, Financial Conditions, and the Housing Market
Read about topics from this episode.
What Trump’s Proposed Tariffs Would Mean for the Economy
Forecasts for December PCE Report Show Continued Improvement on Core Inflation
Fed Hits the Pause Button, Awaits Further Data Amid Policy Uncertainty
An Investor’s Guide to the Next Trump Administration
What to watch from Morningstar.
Why Inflation Still Poses a Risk to Stocks and Bonds in 2025
Active ETFs vs Mutual Funds: What to Know Before Picking a New Fund
It's Getting Easier to Invest in Private Assets. What Does That Mean for Investors?
Where Investors Can Find the Highest Bond Yields in 2025
Read what our team is writing:
Preston Caldwell
Ivanna Hampton
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Follow The Morning Filter on Apple Podcast to hear new episodes on Monday mornings.
https://podcasts.apple.com/us/podcast/the-morning-filter/id1792280057
Sarah Hansen, Morningstar Inc markets reporter, explains why the markets are closely watching inflation and what some forecasters expect. Seth Goldstein, strategist for Morningstar Research Services, discusses whether the new Trump administration’s policies could affect the electric vehicle industry and his outlook for Tesla’s stock.
What’s Changed About the Inflation Outlook
Why Inflation is Running Hotter Again
What Stubborn Inflation Means for Investors and the Economy
Markets’ Response to Inflation
Why Investors Need to Pay Attention to Inflation Drivers
What Economists Think Is Next for Inflation
Bottom Line for Investors
What’s New in the Markets
How Trump’s Policy Shift Could Affect Tesla and Other Automakers
Is It Still Possible for EVs to Hit Their Accelerated Growth Forecast?
Why Tesla May Have a Comeback in 2025
What to Look for in Tesla’s Upcoming Earnings
Morningstar’s Outlook on Tesla Stock
Read about topics from this episode.
Markets Breathe a Sigh of Relief on Softer Core Inflation
December Inflation Data Closes Door on January Rate Cut, but There’s Improvement Under the Hood
Is Inflation Really What Ails Stocks and Bonds?
Stocks and Bonds Stumble on Hot Jobs Report. Are Markets in Trouble, or Is It Just Noise?
Tesla: Full-Year Deliveries Decline and Energy Storage Deployments Set Record High
What to watch from Morningstar.
Active ETFs vs Mutual Funds: What to Know Before Picking a New Fund
It's Getting Easier to Invest in Private Assets. What Does That Mean for Investors?
Where Investors Can Find the Highest Bond Yields in 2025
How the Fed's Surprise Outlook Adds to Market Uncertainty for 2025
How to Diversify Your Portfolio to Handle a Market Correction
Read what our team is writing:
Sarah Hansen
Seth Goldstein
Ivanna Hampton
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Russ Kinnel, director of ratings for Morningstar Research Services, compares open-end funds and actively managed ETFs from Fidelity, T. Rowe Price, and Capital Group. Matthew Dolgin, senior equity analyst for Morningstar Research Services, discusses what he thinks of Netflix’s stock and where the streamer could profit next.
Open-End Funds vs. Active ETFs
Advantages of Active ETFs
Appeal for Day Traders
Disadvantage of Active ETFs
Which Investors Should Consider Swapping Mutual Funds for ETF Counterparts
Comparing Open-End Funds and Active ETFs on Key Factors
How T. Rowe Price Funds Compare to ETFs
Fidelity Funds vs ETFs Performance
Capital Group’s Different Approach to Their Funds vs ETFs
Decision Expected From SEC on ETF Share Class Requests
What’s New in the Markets
Netflix's Message to Competitors
Too Early to Judge Live Sports Push
How Can Netflix Increase Profits?
What to Watch for From Netflix’s Earnings Report
Morningstar’s Outlook on Netflix Stock
Read about topics from this episode.
How to Find the Right Active ETF for Your Portfolio
Will Active ETFs Outnumber Passive ETFs?
3 Great Active ETFs for Stock Investors
Are Active ETFs Truly More Tax-Efficient?
Morningstar’s Guide to Active ETFs
After Earnings, Is Netflix Stock a Buy, a Sell, or Fairly Valued?
3 Cheap Stocks to Watch in the Fight Over Sports Streaming
What to watch from Morningstar.
It's Getting Easier to Invest in Private Assets. What Does That Mean for Investors?
Where Investors Can Find the Highest Bond Yields in 2025
How the Fed's Surprise Outlook Adds to Market Uncertainty for 2025
How to Diversify Your Portfolio to Handle a Market Correction
Read what our team is writing:
Ivanna Hampton
Russ Kinnel
Matthew Dolgin
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Jack Shannon, senior manager research analyst for Morningstar Research Services, discusses how fund companies are looking to put private assets in the hands of everyday investors. He explains the risks and opportunities in private equity and private credit, and where this trend could go in 2025.
What Are Private Assets?
Risks of Private Assets vs. Public Assets
Why Fund Companies Want to Give Retail Investors Access to Private Assets
How Investors Can Access Private Assets Today
Why Funds Choose Private Credit Instead of Private Equity
Why Companies Stay Private
How the Lack of Liquidity in Private Assets Plays Out in Interval Funds
How Funds Provide Exposure to Private Equity
Do Funds with Private Equity or Private Credit Exposure Have Better Performance?
Would Holding Private Assets in an ETF Work?
Opportunities for Investors in Private Asset Funds
Private Asset Fund Outlook
Read about topics from this episode.
Morningstar's 2025 Outlook: Future Market Investment Strategies
When Will Public and Private Equity Markets Finally Converge?
DXYZ: This Closed-End Fund Is Not Destiny’s Child
Invest in SpaceX Alongside Elon Musk? Why This Closed-End Fund Is Not Worth the Ride
Private Credit: Avoid This Common Asset Allocation Mistake
2025 US Private Credit Outlook: More M&A, Larger Lenders, Bigger Market
Ask Your Advisor These Questions Before Investing in Private Credit
What to watch from Morningstar.
Where Investors Can Find the Highest Bond Yields in 2025
How the Fed's Surprise Outlook Adds to Market Uncertainty for 2025
How to Diversify Your Portfolio to Handle a Market Correction
What Higher Bond Yields Mean for Markets in 2025
Read what our team is writing:
Jack Shannon
Margaret Giles
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Dominic Pappalardo, chief multi-asset strategist for Morningstar Investment Management, discusses where to find the highest bond yields this year and whether corporate bonds are still attractive.
Why Cash is No Longer King
Is a 3% Interest Rate Forecast a Wake-Up Call?
Why It's a Good Time for Investors to Move Out of Cash
Why Investors Should Move Longer Term in Fixed Income
Are Corporate Bonds Still Attractive?
Where We Are Seeing Promising Yields From Global Bonds
What to Keep in Mind When Investing in Global Bonds
Where to Invest in 2025
Read about topics from this episode.
Where to Find Returns When Interest Rates Fall
Morningstar's 2025 Outlook: Future Market Investment Strategies
Morningstar’s 2025 Investment Outlook for Financial Advisors
Why Our Best Investment Ideas for 2025 Are Outside the US
What to watch from Morningstar.
How to Diversify Your Portfolio to Handle a Market Correction
What Higher Bond Yields Mean for Markets in 2025
Yes, You Can Still Find Tax-Loss Harvesting Opportunities in 2024
Read what our team is writing:
Dominic Pappalardo
Ivanna Hampton
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Tom Lauricella, Morningstar Inc global markets editor, explains why the market reacted poorly to the Federal Reserve’s interest-rate outlook. The Smart Investor newsletter editor also discusses some of 2024’s biggest headlines such as inflation, the broader stock market rally, and new leadership in Washington.
Why the Fed Scaled Back from Four Interest-Rate Cuts to Two for 20255
Did the Market Bounce Back After the Drop Following the Fed Rate Decision?
Why the Fed Isn’t Saying They Are Seeing a Stronger Economy in 2025
Will Trump’s Tariffs Cause Inflation to Rise?
Will the Market’s Momentum Continue into 2025?
High Yields in the Bond Market Are Benefitting Investors
Will the Trump Administration Boost Bitcoin’s Growth?
How Investor’s Should Approach Trump’s Second Term
5 Stories Investors Should Watch for in 2025
Read about topics from this episode.
Subscribe to Morningstar’s SmartInvestor newsletter.
Stocks Tumble on New Fed Rate Forecast—Here’s Why
Fed Sets Stage For Fewer (or Possibly No) Rate Cuts in 2025
Forecasts for November PCE Preview Show More Moderation in Inflation
What to Expect From Bitcoin in 2025
What Higher Bond Yields Mean for Markets in 2025
What to watch from Morningstar.
How to Diversify Your Portfolio to Handle a Market Correction
What Higher Bond Yields Mean for Markets in 2025
Yes, You Can Still Find Tax-Loss Harvesting Opportunities in 2024
A Simpler Medicare Part D Is Coming. Here's How It Could Save You Money
Read what our team is writing:
Tom Lauricella
Ivanna Hampton
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Russel Kinnel, director of ratings for Morningstar Research Services, discusses large growth’s impressive run in 2024 and why it might be time to rebalance if you haven’t in a while.
What is Driving Growth’s Impressive Run?
Why Is it Important to Rebalance Now
What Triggered Growth’s Largest Selloffs Since 2000
What Was Unusual About the Growth Correction in 2022
Top-Rated Bond Funds that Could Help with Saving for an Emergency Fund
Bond Funds that are Defensive if Growth Gets Crushed
Small-Value Funds Out of Sync With Large Growth
Mid-Growth Funds that are Good Diversifiers
Read about topics from this episode.
Subscribe to the Morningstar FundInvestor newsletter.
6 Top-Performing Large-Growth Funds
Is It Time to Diversify Beyond US Large-Cap Growth Stocks?
How to Rebalance Your Portfolio Before 2025
The Best Funds for Rebalancing in 2025
The Best Bond Funds
What to watch from Morningstar.
What Higher Bond Yields Mean for Markets in 2025
Yes, You Can Still Find Tax-Loss Harvesting Opportunities in 2024
A Simpler Medicare Part D Is Coming. Here's How It Could Save You Money
A Better Way to Use Leverage in Your ETF Portfolio
Read what our team is writing:
Russel Kinnel
Ivanna Hampton
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Dominic Pappalardo, chief multi-asset strategist at Morningstar Investment Management, discusses why long-term yields spiked in the wake of the election, what's next for fixed-income in 2025, and how investors can take advantage of higher yields in their portfolios.
Why Did Bond Yields Rise in the Wake of the Election?
How Investors Are Thinking About Rising Bond Yields
What the Current Run-Up in Bond Yields Tells Us About the Markets
How Do Today’s Yields Compare to History?
Will the Flat Yield Curve Start to Steepen?
How Bond Yields Affect the Stock Market
How Long Can the Market Withstand a Higher Interest Rate Environment?
How Bond Yields Affect Mortgages
How Today’s Bond Yields Can Benefit Investors When Looking at Portfolio Construction
Economic Outlook 2025 Key Takeaways
Read about topics from this episode.
Postelection Deficit Concerns Fuel Jump in Bond Yields
Trump’s Tariffs: A Wild Card for the Markets in 2025
Fed Sticks to Rate Cut Plans, for Now
‘Diversification Is Back’—Why 60/40 Portfolios Are Working
What to watch from Morningstar.
Yes, You Can Still Find Tax-Loss Harvesting Opportunities in 2024
A Simpler Medicare Part D Is Coming. Here's How It Could Save You Money
A Better Way to Use Leverage in Your ETF Portfolio
Apple Earnings Are on Deck. Will Apple Intelligence Help Drive iPhone Sales?
Read what our team is writing:
Sarah Hansen
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Christine Benz, Morningstar’s director of personal finance and retirement planning, discusses the ins and outs of tax-loss selling and where investors can look for potential opportunities to harvest losses in their portfolios.
What is Tax-Loss Selling?
Are There Limits to How Much You Can Offset Capital?
How to Evaluate Your Cost Basis to Find Loss Opportunities
What is the 30 Day Rule for Tax-Loss Selling?
Why Investors Should Think About Tax-Loss Selling When Markets Are Up
How to Make Tax-Loss Selling a Part of Your Portfolio Maintenance Strategy
Why Tax-Loss Selling is a Bear Market Strategy
Read about topics from this episode.
How You Could Benefit from Tax-Loss Selling This Year
Are Active ETFs Truly More Tax-Efficient?
Ready for a Big Capital Gains Tax Bill?
What You Need to Know About Capital Gains Distributions
Which Investments to Keep Out of Your Taxable Account
What to watch from Morningstar.
A Simpler Medicare Part D Is Coming. Here's How It Could Save You Money
A Better Way to Use Leverage in Your ETF Portfolio
Apple Earnings Are on Deck. Will Apple Intelligence Help Drive iPhone Sales?
Is Your Portfolio Built to Withstand a Market Rotation?
Read what our team is writing:
Christine Benz
Margaret Giles
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David Harrell, editor of Morningstar’s DividendInvestor newsletter, makes the case for dividend investing. However, he also points out the pitfalls, like dividend fallacy, that income-focused investors should watch out for.
Why Investors Are Divided About Dividend Investing
The Pitfall of Dividend Fallacy
Warning Signal for Dividend Traps
Should Investors Focus on Total Return Rather Than Dividends Alone?
How a Dividend-Focused Investment Strategy Can Help with Safe Withdrawal Rates
Why Investors May Not Want to Create Their Own Dividend
Why Long-Term Performance Matters When Looking at Dividend Stocks Versus the Broder Market
Are Share Repurchases Better Than Dividends at Returning Capital to Stock Owners? (This part of the episode includes a clarification: Taxes on qualified dividends can be avoided if your AGI is below certain levels.)
Drawbacks of a Dividend-Focused Investment Strategy
Has Dividend Investing Created Bad Investor Behavior?
Read about topics from this episode.
Subscribe to the Morningstar DividendInvestor newsletter.
3 Dividend Stocks for November 2024
Are Better Days Ahead for Dividend Investors?
Is a Dividend Stock Comeback Around the Corner?
New Dividend Stocks: Can Meta and Salesforce Help Revive the Classic Strategy?
There Is Nothing Special About Dividends
What to watch from Morningstar.
A Simpler Medicare Part D Is Coming. Here's How It Could Save You Money
A Better Way to Use Leverage in Your ETF Portfolio
Apple Earnings Are on Deck. Will Apple Intelligence Help Drive iPhone Sales?
Is Your Portfolio Built to Withstand a Market Rotation?
Read what our team is writing:
David Harrell
Ivanna Hampton
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Mark Miller, Morningstar contributor, talks about the new $2,000 out-of-pocket cap for Medicare Part D coming in 2025. Plus, learn what you should know before switching between Medicare Advantage and traditional Medicare during open enrollment.
Traditional Medicare vs. Medicare Advantage
Why Seniors Shouldn’t Just Roll Over Their Plans in 2025
2025 Medicare Part D Changes
Medicare’s New Prescription Payment Plan
What Should Seniors Do If Their Medicare Advantage Plan is Being Eliminated?
What You Need to Know About Switching Between Traditional Medicare and Medicare Advantage
Where You Can Go to Get Help Choosing a New Medicare Plan
Read about topics from this episode.
Medicare Open Enrollment: What to Know as You Enroll for 2025
I’m 65 and Still Working. Should I Enroll in Medicare?
Are Consumers Better Off With Medicare Plus a Medigap Plan?
What to watch from Morningstar.
A Better Way to Use Leverage in Your ETF Portfolio
Apple Earnings Are on Deck. Will Apple Intelligence Help Drive iPhone Sales?
Is Your Portfolio Built to Withstand a Market Rotation?
Inherited IRA Rules: What You Need to Know Before 2025
Read what our team is writing:
Mark Miller
Ivanna Hampton
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Bryan Armour, director of passive strategies research for North America for Morningstar Research Services, talks about the best way for most retail investors to leverage and which leveraged ETFs look promising. Travis Miller, strategist for Morningstar Research Services, discusses how tech companies are looking to nuclear energy to fuel data centers’ surging demand.
Why Leverage Has a Debatable Reputation in Investing
Volatility Drag and Leveraged ETFs
Why Does Leverage Kill ETFs?
What Are ETPs?
A Better Way for Investors to Use Leverage in Their Portfolio
How Can Investors Add Leverage to Their Portfolio Without Volatility Drag?
Costs of Leveraged ETFs
How Most Investors Should Gain Exposure to Leverage
Do Leveraged ETFs Show Promise?
What’s Coming Up in the Markets?
How Much Energy Does a Data Center Need to Run?
Why Small Modular Reactors Could Be Key to Powering Data Centers
Are Carbon-Free Pledges Driving Companies Toward Nuclear Energy?
Which Utilities Companies Are Next to Sign Data Center Deals?
Is This Shift Toward Nuclear Energy Larger Than Just AI?
What to Look for in Utilities Companies’ Earnings
Utilities Stock Picks
Read about topics from this episode.
Subscribe to Morningstar's ETFInvestor Newsletter.
The AI Revolution Is Ready to Power Up. It Just Needs Electricity
Utilities: Falling Interest Rates, Growth Outlook Boosting Stocks
What to watch from Morningstar.
Apple Earnings Are on Deck. Will Apple Intelligence Help Drive iPhone Sales?
Is Your Portfolio Built to Withstand a Market Rotation?
Inherited IRA Rules: What You Need to Know Before 2025
How to Find the Best Health Savings Account
Read what our team is writing:
Bryan Armour
Travis Miller
Ivanna Hampton
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Christine Benz, Morningstar’s director of personal finance and retirement planning, interviews financial experts about different aspects of retirement in ‘How to Retire,’ the companion podcast to her book of the same name. In this episode, Christine talks with author and researcher Howard Gleckman about long-term care.
How Long-Term Care Differs from Conventional Healthcare
Why Americans Need More Long-Term Care Than Ever Before
Long-Term Care Isn’t Just in Nursing Homes
Does Medicare Cover Long-Term Care Costs?
Who Should Consider Long-Term Care Insurance?
The Financial Implications of Continuing Care Retirement Communities
Howard Gleckman’s Experience with Long-Term Care
Key Takeaways
Hi, I'm Christine Benz from Morningstar and welcome to the How to Retire podcast. It's a companion to my book, which is also called How to Retire. Each episode will provide a bite-sized lesson about how to do some aspect of retirement well.
If you read my work regularly, you know that I'm a little bit obsessed with the topic of long-term care, not just how to pay for it, but also all of the other dimensions of it, like the impact on families. To help discuss that topic, I reached out to Howard Gleckman. He is the author of a book called Caring for Our Parents, and he is also a Senior Fellow at the Urban Institute, where he is affiliated with the Tax Policy Center and the Program on Retirement Policy. He also writes a great blog for Forbes. I asked him to discuss the basics of long-term care, as well as the financial ramifications and implications for caregivers.
More from Howard Gleckman
Bio
Forbes Column
Urban Institute
TaxVox blog
Caring For Our Parents, by Howard Gleckman
Howard Gleckman on The Long View: ‘We Pretend This Isn’t a Problem’
Read more from Christine Benz.
How to Retire: Tips for Entering Retirement
The Hidden Crisis in Long-Term Care
How Likely Are You to Need Long-Term Care?
6 Steps for Smart Long-Term-Care Planning
Worried About Long-Term Care Expenses? Let’s Do Something About It.
Watch more from How to Retire.
How to Retire: Prioritize Tax Planning in Retirement
How to Retire: Transition from Saving to Spending
How to Retire: Consider a Retirement Bucket Portfolio Strategy
How to Retire: Know What ‘Enough’ Means in Retirement
How to Retire: Understand the Role of Working Longer
How to Retire: Stay Flexible with Your Retirement Spending
Read what our team is writing:
Christine Benz
Follow Christine Benz on social media.
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Katie Binns, director of product management for Morningstar Indexes, discusses bank loans’ benefits even as interest rates are expected to fall. William Kerwin, equity analyst for Morningstar Research Services who covers Apple, reveals the two main things he wants to hear about on the earnings call.
What Are Bank Loans?
Bank Loans vs. Junk Bonds
The Role of Bank Loans in Your Portfolio
Why the Market for Bank Loans Has Grown
Companies With Bank Loans Today
Why Bank Loans Are Less Volatile Than Junk Bonds
How Interest-Rate Cuts Could Affect Floating-Rate Investments
Could Riskier Credit Investments Default with an Economic Slowdown?
What’s Coming Up in the Markets?
Is Apple Intelligence Worth Upgrading Your iPhone?
How Important Are iPhone 16s Holiday Sales to Apple?
Why Apple Discontinued Developing Self-Driving Vehicles and Electric Cars
Could Nvidia Taking the Title as the World’s Most Valuable Company Affect Apple?
What to Look for in Apple Earnings
Apple Stock Outlook
Read about topics from this episode.
The Morningstar LSTA US Leveraged Loan Index Highlights a Growing Asset Class Popular With Credit Investors
A Way to Protect Your Portfolio Against Bond Price Drops
Can Bank Loan Funds Rise to the Top Again?
Apple iPhone 16 Event Inspires Confidence
Keep up with Morningstar’s coverage of company earnings.
What to watch from Morningstar.
Is Your Portfolio Built to Withstand a Market Rotation?
Inherited IRA Rules: What You Need to Know Before 2025
How to Find the Best Health Savings Account
How GLP-1 Drugs Like Ozempic Are Boosting Biopharma Stocks
Read what our team is writing:
William Kerwin, CFA
Katie Binns
Ivanna Hampton
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Christine Benz, Morningstar’s director of personal finance and retirement planning, interviews financial experts about different aspects of retirement in ‘How to Retire,’ the companion podcast to her book of the same name. In this episode, Christine talks with financial planning expert Jeff Levine about the importance of tax planning in retirement.
Why Tax Planning is Key When Withdrawing from Your Retirement Portfolio
Will Your Taxes Decrease in Retirement?
Key Tax Strategies for Retirees Before They Have to Take RMDs
Do Rules of Thumb for Retirement Spending Make Sense?
How to Lower Your RMD Tax Bills
How Qualified Charitable Distributions Can Help Lower Your Tax Bill
Key Takeaways
Hi, I'm Christine Benz from Morningstar and welcome to the How to Retire podcast. It's a companion to my book, which is also called How to Retire. Each episode will provide a bite-sized lesson about how to do some aspect of your retirement well.
Today's episode will focus on the tricky topic of tax planning during retirement. To tackle this topic, I reached out to Jeff Levine, who is Lead Financial Planning Nerd at Kitces.com, and also serves as Chief Planning Officer at Buckingham Wealth Partners. Jeff is exceptionally good at explaining complex tax matters, so I knew that he would do a great job of delving into this topic.
More from Jeff Levine
Bio
Kitces.com
Buckingham Wealth Partners
Jeff Levine on The Long View: Smart Tax Moves for 2023 and Beyond
Read more from Christine Benz.
How to Retire: Tips for Entering Retirement
The Big Retirement Myth
Can You Control Required Minimum Distributions?
8 Little-Known Facts About RMDs
An Investing Road Map for Retirees
Read about topics from this episode.
4 RMD Mistakes to Avoid
How Retirees Can Avoid the ‘Tax Torpedo’
Watch more from How to Retire.
How to Retire: Transition from Saving to Spending
How to Retire: Consider a Retirement Bucket Portfolio Strategy
How to Retire: Know What ‘Enough’ Means in Retirement
How to Retire: Understand the Role of Working Longer
How to Retire: Stay Flexible with Your Retirement Spending
Read what our team is writing:
Christine Benz
Follow Christine Benz on social media.
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Dan Lefkovitz, Morningstar Indexes strategist, discusses why it’s important to be ready for a range of outcomes during a market rotation. Nic Owens, equity analyst for Morningstar Research Services, talks about his outlook for Boeing stock ahead of earnings.
Trends from the Q3 Market Rotation Extending into Q4
Key Moments Sparked Market Volatility
Will Value Stocks Make a Comeback?
Value and Small-Cap Stock Outlook
What’s Fueling Dividend Stocks Outperformance Against the Broader Market?
Bond Performance in Q3 and Early Q4
What Investors Need to Watch Out for in Q4
Will the Market Rotation Persist?
What’s Coming Up in the Markets?
Why Boeing’s New CEO Announced Massive Layoffs
How Boeing is Trying to Prevent a Credit Downgrade
What Boeing is Delaying and Eliminating to Move Forward
Where the Machinists’ Strike Stands at Boeing
What to Look for in Boeing’s Q3 Earnings
How Investors Should Approach Boeing Stock
Read about topics from this episode.
3 Lessons From Recent Stock Market Drama
Q3 in Review and Q4 2024 Market Outlook
What the Election Could Mean for Big Tech Stocks
How to Use Large-Cap Stocks in a Portfolio
Boeing: Machinists Union Strike Unavoidable and Unfortunate
What to watch from Morningstar.
Inherited IRA Rules: What You Need to Know Before 2025
How to Find the Best Health Savings Account
How GLP-1 Drugs Like Ozempic Are Boosting Biopharma Stocks
Is the Fed’s Plan to Avoid a Recession Working?
Read what our team is writing:
Dan Lefkovitz
Nicolas Owens
Ivanna Hampton
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Christine Benz, Morningstar’s director of personal finance and retirement planning, interviews financial experts about different aspects of retirement in ‘How to Retire,’ the companion podcast to her book of the same name. In this episode, Christine sits down with Washington Post personal finance columnist and author Michelle Singletary. They talk about the difficult psychological transition from saving to spending in retirement.
Transitioning from Saving to Spending in Retirement
How to Plan for Retirement When Your Spouse Doesn’t Retire at the Same Time
Are Annuities Helpful for In-Retirement Cash Needs?
Delaying Social Security in Retirement
How Couples Can Approach Different Money Mindsets in Retirement
Key Takeaways
Hi, I'm Christine Benz from Morningstar and welcome to the How to Retire podcast. It's a companion to my book, which is also called How to Retire. Each episode will provide a bite-sized lesson about how to do some aspect of retirement well.
One of my favorite personal finance journalists is author and Washington Post columnist, Michelle Singletary. Happy to say that I've gotten to know Michelle a bit through our regular conversations. In her work and presentations, she frequently discusses her thriftiness. So, I wanted to discuss with Michelle an issue that I've observed through talking to a lot of retirees, that if they've been good savers like Michelle, it's difficult to flip the switch into spending. I asked her to discuss that transition in her own household.
More from Michelle Singletary
Bio
The Color of Money
Spend Well, Live Rich
What To Do With Your Money When Crisis Hits: A Survival Guide, by Michelle Singletary
Michelle Singletary on The Long View: 'You Need Diversity'
Read more from Christine Benz.
How to Retire: Tips for Entering Retirement
3 Tricky Decisions for Every Retirement Plan
We Need to Talk About Your Retirement ‘Spending’
Social Security Planning Tips for Married Couples
How to Determine Your Expected Retirement Date
Read about topics from this episode.
The Psychology of Retirement Income: From Saving to Spending
How Retirees Can Avoid the ‘Tax Torpedo’
Watch more from How to Retire.
How to Retire: Consider a Retirement Bucket Portfolio Strategy
How to Retire: Know What ‘Enough’ Means in Retirement
How to Retire: Understand the Role of Working Longer
How to Retire: Stay Flexible with Your Retirement Spending
Read what our team is writing:
Christine Benz
Follow Christine Benz on social media.
X: https://x.com/christine_benz
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Secure Act Concerns
Rules for Traditional and Roth IRAs and Changes for Inherited IRAs
Will Beneficiaries Need to Withdraw RMDs Every Year?
Do People Who Inherit IRAs Still Need to Follow the 10-Year Rule?
Why Congress Wants Inherited IRA Heirs to Follow the 10-Year Rule
What Is Required of Non-Spouse Beneficiaries When Someone Passes After Starting RMDs?
What Happens if the Original Account Owner Dies Before Taking Required Minimum Distributions?
Can Non-Spouse Beneficiaries of Inherited IRAs Do a Rollover?
When Should People Born in 1959 Begin RMDs?
What You Should Do if You Skipped RMDs Between 2020 and 2024
Key Takeaway
Read about topics from this episode.
IRS Finalizes RMD Regulations: Key Takeaways and the 10-Year Rule for Beneficiaries
How to Avoid Unintended Distributions from Inherited IRAs and 401(k)s
4 RMD Mistakes to Avoid
IRS Extends Waiver of Excise Tax for Inherited IRAs, but Not RMDs
Inherited IRAs: What to Know About Taxes, RMDs, and More
What to watch from Morningstar.
How to Find the Best Health Savings Account
How GLP-1 Drugs Like Ozempic Are Boosting Biopharma Stocks
Is the Fed’s Plan to Avoid a Recession Working?
Don't Overlook These Crucial Parts of Your Retirement Plan
Denise Appleby, Morningstar contributor, explains the new inherited IRA rules including whether heirs need to take RMDs and follow the 10-year rule. Plus, what the next steps are if a beneficiary, who inherited an IRA since 2020, hasn’t taken RMDs yet.
Read what our team is writing:
Denise Appleby
Ivanna Hampton
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Christine Benz, Morningstar’s director of personal finance and retirement planning, interviews financial experts about different aspects of retirement in ‘How to Retire,’ the companion podcast to her book of the same name. In this episode, Christine sits down with wealth manager Harold Evensky, who inspired Christine’s work in retirement portfolio bucketing.
How the Bucket Approach to Retirement Planning Helps Investors
How the Bucket Approach Helped Keep Clients Steady During Market Downturns
Benefits of Limiting Cash in Retirement Portfolios
Why Investors Should Avoid Too Many Retirement Buckets
Why Prioritizing Goals is Most Important for Retirement Planning
The Most Underrated Aspect of Retirement Planning
Overrated Discussions in Retirement Planning
Harold Evensky’s Transition from Work to Retirement
Key Takeaways
Hi, I'm Christine Benz from Morningstar and welcome to the How to Retire podcast. It's a companion to my book, which is also called How to Retire. Each episode will provide a bite-sized lesson about how to do some aspect of retirement well.
Many of you know that I frequently talk about the bucket approach to retirement portfolio construction. I was inspired to work on bucketing after talking to Harold Evensky nearly two decades ago, and I knew that I wanted to chat with Harold for this podcast. He is the founder of Evensky & Katz/ Foldes Wealth Management and a retired professor of practice of the Texas Tech University Personal Financial Planning Department. Harold and I talked about how he hit on the bucket strategy and used it with his clients.
More from Harold Evensky
Bio
Evensky & Katz / Foldes Wealth Management
Blog
Hello Harold: A Veteran Financial Advisor Shares Stories to Help Make You Be a Better Investor, by Harold Evensky
Harold Evensky on The Long View: 'It's an Unmitigated Disaster'
Read more from Christine Benz.
How to Retire: Tips for Entering Retirement
Do You Need More Than 3 Buckets?
The Bucket Investor’s Guide to Setting Retirement Asset Allocation
Why Retirees and Investors Approaching Retirement Should Reduce Risk Today
Take This Simple Step As You Approach Retirement
7 Key Tasks for Investors Approaching Retirement
Read about topics from this episode.
Panicking About Market Volatility? Don’t Lose Money Chasing the Crowd
Watch more from How to Retire.
How to Retire: Know What ‘Enough’ Means in Retirement
How to Retire: Understand the Role of Working Longer
How to Retire: Stay Flexible with Your Retirement Spending
Read what our team is writing:
Christine Benz
Follow Christine Benz on social media.
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Morningstar Inc editor Margaret Giles discusses the triple-tax-benefits of HSAs, how they compare to other tax-advantaged accounts, and whether you can save too much. Greg Carlson, senior manager research analyst for Morningstar Research Services, highlights the providers that received Morningstar's top ratings.
What is an HSA?
Who is Eligible for an HSA?
HSA vs FSA
How to Maximize the Triple-Tax Benefits of HSAs
How Do HSAs Compare to Other Tax-Advantaged Accounts?
Can You Save Too Much in an HSA?
How Has the HSA Landscape Evolved Over Time?
HSA Adoption Growth and the Rise of High Deductible Healthcare Plans
How Does Morningstar Assess HSAs?
What Makes a Good HHSA for SA for Spending?
Top 3 HSA Providers for Spending
What Makes a Good HSA for Investing?
Top 3 HSA Providers for Investing
Morningstar’s Guide to the Best HSA Providers
Read about topics from this episode.
The Best HSA Providers
What Can My HSA Be Used For?
3 Tricks for Getting the Most Out of Your HSA
HSA vs. FSA: How to Choose One
What to watch from Morningstar.
How GLP-1 Drugs Like Ozempic Are Boosting Biopharma Stocks
Is the Fed’s Plan to Avoid a Recession Working?
Don't Overlook These Crucial Parts of Your Retirement Plan
Boating Season Is Over, but Don't Overlook These Recreational Vehicle Stocks
Read what our team is writing:
Margaret Giles
Greg Carlson
Ivanna Hampton
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Christine Benz, Morningstar’s director of personal finance and retirement planning, interviews financial experts about different aspects of retirement in ‘How to Retire,’ the companion podcast to her book of the same name. In this episode, Christine sits down with personal finance expert Manisha Thakor to address the question of “What is enough?” when it comes to retirement.
Do You Have Enough Financial Resources to Retire?
How Retirement Spending Changes as We Age
Planning for Long-Term Care in Retirement
Non-Financial Planning for Retirement
How to Establish a Sense of Identity Away From Work
How to Take a Phased Approach to Retirement
Key Takeaways
Hi, I'm Christine Benz from Morningstar and welcome to the How to Retire podcast. It's a companion to my book, which is also called How to Retire. Each episode will provide a bite-sized lesson about how to do some aspect of retirement well.
One big question that people often grapple with as they contemplate retirement is whether they'll have enough, financially and otherwise, in retirement. To help address that question, I sat down with author and personal finance expert, Manisha Thakor. She wrote a book called MoneyZen: The Secret to Finding Your "Enough". She is also the founder of MoneyZen, which is a financial education consultancy.
More from Manisha Thakor
Bio
MoneyZen.com
MoneyZen: The Secret to Finding Your “Enough,” by Manisha Thakor
Manisha Thakor on The Long View: Finding Your Enough
Read more from Christine Benz.
How to Retire: Tips for Entering Retirement
How to Determine Your Expected Retirement Date
A Retirement Readiness Checklist
How Likely Are You to Need Long-Term Care?
I’m Not Ready for Retirement (but I’m Not Waiting)
Read about topics from this episode.
Your Retirement Checklist Should Go Beyond Finances
Watch more from How to Retire.
How to Retire: Understand the Role of Working Longer
How to Retire: Stay Flexible with Your Retirement Spending
Read what our team is writing:
Christine Benz
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Karen Andersen, biotechnology strategist for Morningstar Research Services, discusses what GLP-1 drugs’ demand means for the biopharma industry’s five-year outlook. And whether the weight-loss drugs pose a threat to snack food stocks.
Why GLP-1 Drugs Are in Demand
Competition Between Novo Nordisk and Eli Lilly
How Expanding the Conditions GLP-1 Drugs Treats Could Influence Insurance Coverage
Are Weight Loss Drugs a Threat to Snack Food Stocks?
Big Pharma’s Looming Patent Cliff
How Medicare Negotiations Impact the Pharmaceutical Industry
What is a Biologic Drug?
Upcoming Innovations in the Pharmaceutical Industry
Which BioPharma Drugs Do We Expect to Contract?
Big Pharma’s Five-Year Outlook
Biopharmaceutical Stock Picks
Read about topics from this episode.
2024 Biopharmaceutical Industry Landscape
Obesity Drugs: Can New Firms Take Market Share From Eli Lilly and Novo Nordisk?
Investment Opportunities in the Biopharma Industry
Obesity Drug Market: The Next Wave of GLP-1 Competition
What to watch from Morningstar.
Is the Fed’s Plan to Avoid a Recession Working?
Don't Overlook These Crucial Parts of Your Retirement Plan
Boating Season Is Over, but Don't Overlook These Recreational Vehicle Stocks
5 Ways to Improve America’s Retirement Savings
Read what our team is writing:
Karen Andersen
Ivanna Hampton
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Christine Benz, Morningstar’s director of personal finance and retirement planning, interviews financial experts about different aspects of retirement in ‘How to Retire,’ the companion podcast to her book of the same name. In this episode, Christine sits down with senior nerd at Kitces.com and assistant professor of finance Derek Tharp. They talk through how adjusting your spending throughout your retirement can enable you to spend more in the long run.
How Actual Retiree Spending Deviates from Conventional Retirement Research
Why Early Retirees Can Spend More Than the 4% Guideline
How to Adjust Your Retirement Spending Over Time
How to Get Comfortable With Variability in Retirement
How to Transition from Saving to Spending
How to Account for Long-Term Care in Your Retirement Spending Plan
Key Takeaways
Hi, I'm Christine Benz from Morningstar and welcome to the How to Retire podcast. It's a companion to my book, which is also called How to Retire. Each episode will provide a bite-sized lesson about how to do some aspect of retirement well. Today's episode will focus on how to make sure that the amount that you're spending from your portfolio is reasonable. To tackle this topic, I sat down with Derek Tharp, who is a Senior Research Nerd at Kitces.com and an Assistant Professor of Finance at the University of Southern Maine. I've loved Derek's work on how adjusting your spending in retirement can actually enable you to spend more over your lifetime. I feel like it's so practical and helpful, especially for people with tight financial plans heading into retirement.
More from Derek Tharp
Bio
Kitces.com
Peer Reviewed Research
Derek Tharp on The Long View: An Alternative Approach to Calculating In-Retirement Withdrawals
Read more from Christine Benz.
How to Retire: Tips for Entering Retirement
Should Your Retirement Withdrawals Mirror RMDs?
3 Tricky Decisions for Every Retirement Plan
7 Steps to Estimating Your In-Retirement Cash Flow Needs
How to Pay Yourself in Retirement
How Likely Are You to Need Long-Term Care?
Read about topics from this episode.
The Psychology of Retirement Income: From Saving to Spending
The 4% Retirement Rule Is Just a Starting Point
Watch more from How to Retire.
How to Retire: Understand the Role of Working Longer
Read what our team is writing:
Christine Benz
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Preston Caldwell, senior US economist for Morningstar Research Services, discusses why the Federal Reserve made an aggressive interest-rate cut now. And what these lower rates mean for borrowers.
Morningstar’s Take on the Federal Reserve’s First Interest-Rate Cut in 2024
What is the Neutral Rate of Interest?
Was the Half-Point Interest Rate Cut as “Timely?”
Risks that Could Cause Inflation to Reheat
What Signs from the Job Market Could Spur the Fed into Action?
Does the Fed’s Forecast for Interest-Rate Cuts Line Up with Morningstar’s Expectations?
How the Housing Market Can Return to Affordability
What Lower Interest Rates Could Mean for Credit Card Borrowers
Is the Fed on Track to Avoid a Recession and Pull of a “Soft Landing”?
Read about topics from this episode.
How Much Will the Fed Cut Interest Rates?
Fed Rate Cut Shows the Main Battle Against Inflation Has Been Won
What’s Next for the Markets and Economy After the Fed Rate Cut?
Fed Cuts Rates by Half-Point in Aggressive Start to Easing Cycle
What to watch from Morningstar.
Don't Overlook These Crucial Parts of Your Retirement Plan
Boating Season Is Over, but Don't Overlook These Recreational Vehicle Stocks
5 Ways to Improve America’s Retirement Savings
Mutual Funds Turn 100. Can Investors Still Count on Them?
Read what our team is writing:
Ivanna Hampton
Preston Caldwell
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Christine Benz, Morningstar’s director of personal finance and retirement planning, interviews financial experts about different aspects of retirement in ‘How to Retire,’ the companion podcast to her book of the same name. In this episode, Christine sits down with Yahoo Finance columnist and author Kerry Hannon to talk through the benefits of meaningful work in retirement.
Benefits of Working Past Traditional Retirement Age
What Does the Data Tell Us About People Who Work Longer?
How to Make Working Longer a Part of Your Retirement Plan
Dealing With Age Discrimination in the Workplace
How You Can ‘Ask and Address’ Your Needs in Retirement
Key Takeaways
More from Kerry Hannon
Bio
Yahoo Finance Column
In Control at 50+: How to Succeed in the New World of Work
Kerry Hannon on The Long View: Remote Work Trend Benefits Older Workers
Read more from Christine Benz.
I’m Not Ready for Retirement (but I’m Not Waiting)
Lessons From Another ‘Faux-tirement’
How to Determine Your Expected Retirement Date
Should Working Longer Be a Part of Your Retirement Plan?
Read what our team is writing:
Christine Benz
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Dan Lefkovitz, Morningstar Indexes strategist, explains how following the money can reveal how exposed your portfolio is to geopolitical risks. Christine Benz, Morningstar Inc director of personal finance, is the author of the new book, How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement. Benz joins Investing Insights to discuss her new book and how to avoid easy-to-miss pitfalls of retirement planning.
Is Globalization Waning?
Why the U.S., China, and Japan Are Turning to Global Income
Big Tech’s Influence on Global Revenue
How Nvidia Is Pushing the U.S. Stock Market to Be More Global
Can Elections Influence the Revenue Picture for the U.S. Equity Market?
Correlations Between Asset Classes in the U.S. and Globally
Why Market Correlations Between Emerging Markets and Developed Markets Have Not Risen
How Revenue and Correlation Data Informs Portfolio Diversification
Key Takeaway
Preview of The Week Ahead
The Goal of Christine Benz’s New Book ‘How to Retire’
How Spending Fluctuates Throughout Retirement
Why Retirees Underrate the Value of Safer Investments and Inflation Protection
The Role of Non-Portfolio Income When Structuring Retirement Portfolios
Housing in Retirement
Why Relationships are Important as We Age Towards Retirement
Read about topics from this episode.
When Gauging the Impact of Geopolitical Risk on Equity Markets, Consider Their Revenue Sources
Ian Bremmer: 4 Big Geopolitical Risks to Watch
How Did Diversified Portfolios Hold Up in 2023?
Christine Benz: 5 Things I Learned About Retirement Planning From My New Book
5 Critical Financial Steps to Take Before You Retire
Open Social Security: A free, open-source Social Security strategy calculator
What to watch from Morningstar.
Boating Season Is Over, but Don't Overlook These Recreational Vehicle Stocks
5 Ways to Improve America’s Retirement Savings
Mutual Funds Turn 100. Can Investors Still Count on Them?
Too Many Investment Accounts? Here’s How to Reduce the Clutter
Read what our team is writing:
Ivanna Hampton
Dan Lefkovitz
Christine Benz
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Senior equity analyst Jaime Katz with Morningstar Research Services discusses consumer demand for recreational vehicles and the impact interest rate cuts could have on the industry. She breaks down Morningstar's outlook for Polaris and Malibu Boats, two undervalued manufacturers that have long-term growth potential.
How Consumer Demand in the Recreational Vehicle Industry Has Evolved
What Factors Are Impacting Recreational Vehicle Companies?
How Interest-Rate Cuts Affect Consumer Demand for Recreational Vehicles
Is Recreational Vehicle Demand Correlated with Oil Prices?
How Wealth and Market Activity Impact Consumer Behavior
What’s Behind Polaris and Malibu Boats’ Competitive Advantage?
Polaris Stock Outlook
Malibu Boats Stock Outlook
Read about topics from this episode.
Stalled Boat Demand Leads to Profit Pressure at Malibu Despite Innovative Product Launches
Holiday Visibility Low for Narrow-Moat Bath & Body Works as Consumers Spend With Caution
The 10 Best Companies to Invest in Now
Malibu Boats Stock
What to watch from Morningstar.
5 Ways to Improve America’s Retirement Savings
Mutual Funds Turn 100. Can Investors Still Count on Them?
Too Many Investment Accounts? Here’s How to Reduce the Clutter
Now’s the Time to Diversify Beyond Magnificent Seven Stocks
Read what our team is writing:
Margaret Giles
Jaime Katz
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Why the Employment Retirement Income Security Act Has Been Successful
How Well Workers from Upper, Middle, and Lower Incomes are Saving for Retirement
Retirement Savings by Race and Ethnicity
How the Government and Employers Could Expand 401(k) Coverage
Improving Social Security
Would a National Retirement Savings Plan Replace Current Employer Plans?
Do Investors Need Fiduciary Protections like ERISA Extended to IRAs?
What’s At-Stake for Future Retirees
Read about topics from this episode.
The Time is Right for a National Retirement Savings Plan
Is Fixing Social Security and Medicare as Dire as It Seems?
Is There a Retirement Crisis?
The Saver’s Match Could Be a Game Changer for Retirement Savings—Especially for Black Women
How to Bridge a Retirement Shortfall
What to watch from Morningstar.
Mutual Funds Turn 100. Can Investors Still Count on Them?
Too Many Investment Accounts? Here’s How to Reduce the Clutter
Now’s the Time to Diversify Beyond Magnificent Seven Stocks
3 Asset Classes That Could Raise Your Portfolio’s Risk Level
Read what our team is writing:
Ivanna Hampton
Mark Miller
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Russ Kinnel, director of ratings for Morningstar Research Services, discusses mutual funds’ greatest achievement and their competition against ETFs.
Mutual Fund Industry Outlook
How This Law Protects Investors Investing in Mutual Funds
Mutual Fund Market Timing Scandal
How Mutual Funds Can Stay Competitive to ETFs
Competition from Crypto ETFs
Are Mutual Funds a Good Investment?
Mutual Funds’ Greatest Achievement
Are Mutual Funds Here to Stay?
Top Mutual Fund Picks
Read about topics from this episode.
How to Find the Right Value Fund for Your Portfolio
8 Fund Families the Mutual Fund Trading Scandal Changed Forever
20 Years After the Market-Timing Scandal, the Fund Industry Focuses on Transparency but Lacks Disclosure
ETFs vs. Mutual Funds: The Benefits That Really Matter
Winners and Losers In the Spot Bitcoin ETF Race
What to watch from Morningstar.
ADD NEW VIDEO
Now’s the Time to Diversify Beyond Magnificent Seven Stocks
3 Asset Classes That Could Raise Your Portfolio’s Risk Level
Why Picking Top Stocks Is Not Enough
Read what our team is writing:
Ivanna Hampton
Russel Kinnel
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3 Reasons Why Investors Should Streamline Their Accounts
How Low Can You Go with Retirement Accounts?
How You Can Consolidate Tax-Deferred Accounts
Consolidate Retirement Accounts with the Same Provider
The Week Ahead in Markets
Here's What to Expect from Macy’s Upcoming Earnings
What Investors Want to Hear from Macy’s CEO
What Tanked Arkhouse Management and Brigade Capital Management’s Offer to Macy’s
Macy’s Is Focusing on Luxury Sales
Macy’s Stock Outlook Ahead of Earnings
Read about topics from this episode.
5 Steps to Spring-Cleaning Your Investment Portfolio
5 Steps to a Minimalist Portfolio
8 Stock Picks in the Apparel Industry
Keep up with Morningstar’s Q2 earnings season coverage here.
What to watch from Morningstar.
Now’s the Time to Diversify Beyond Magnificent Seven Stocks
3 Asset Classes That Could Raise Your Portfolio’s Risk Levelb
Why Picking Top Stocks Is Not Enough
Is There a New Leader in the AI Race?
Read what our team is writing:
Ivanna Hampton
Christine Benz
David Swartz
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Bryan Armour, director of passive strategies research for North America for Morningstar Research Services, discusses why investors should consider diversifying beyond Magnificent Seven stocks. Sarah Hansen, Morningstar Inc markets reporter, explains what caused the sharp stock market selloff. Preston Caldwell, senior US economist for Morningstar Research Services, explores whether the Federal Reserve needs to make an emergency rate cut.
What Caused the Stock Market Selloff?
U.S. Tech Stocks and Bank of Japan Raising Interest Rates
Global Selloff and Big Tech
Should You Shift Your Portfolio Away from the Magnificent Seven Stocks?
How the Magnificent Seven’s Outperformance Affects the U.S. and Global Markets
Apple and NVIDIA: Why Their Products Are a Double-Edged Sword
What Areas of the Market Are Poised for a Rebound?
How Diversification Can Help Investors Stop Chasing the Magnificent Seven
Top ETF Picks for Portfolio Diversification
When Will the Fed Cut Interest Rates?
Will There Be an Emergency Interest Rate Cut Before the Fed’s Next Meeting?
Read about topics from this episode.
Subscribe to Morningstar’s ETFInvestor Newsletter.
Magnificent Seven Stocks Slide, Valuations Looking ‘More Interesting’
August 2024 Stock Market Outlook: Small-Cap and Value Stocks Shine
What Caused the Stock Market Selloff?
Markets Brief: Back on Recession Watch?
Morningstar’s Guide to Market Uncertainty
What to watch from Morningstar.
3 Asset Classes That Could Raise Your Portfolio’s Risk Level
Why Picking Top Stocks Is Not Enough
Is There a New Leader in the AI Race?
BOXX ETF: Cash-Like Returns Without the Tax Bill
Read what our team is writing:
Ivanna Hampton
Bryan Armour
Sarah Hansen
Preston Caldwell
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Amy Arnott, a portfolio strategist for Morningstar Inc., explains why asset classes like REITs and high-yield bonds may raise a portfolio’s overall level of risk. She also discusses which areas investors should consider when building a diversified portfolio.
Benefits of Diversifying Beyond U.S. Stocks and Bonds
Which Asset Classes Didn’t Move in the Opposite Direction of Stocks?
International Stocks Correlations Have Shifted Towards U.S. Stocks
Should You Have International Stocks in Your Portfolio?
Commodities Stock Performance
What Hurdles Could Commodities Face?
Cryptocurrency's Correlation Trend and Role in Your Portfolio
What Investors Need to Know About Private Market Investing
REITs vs Overall U.S. Market
Best Diversifiers for Investors to Add to Their Portfolio
Read about topics from this episode.
3 Assets That Might Not Diversify as Well as You Think
How Did Diversified Portfolios Hold Up in 2023?
Why Simpler Has Been Better for Portfolio Diversification
Why More Diversification Doesn’t Mean Better Returns
What Higher Inflation Means for Stock/Bond Correlations
What to watch from Morningstar.
Why Picking Top Stocks Is Not Enough
Is There a New Leader in the AI Race?
BOXX ETF: Cash-Like Returns Without the Tax Bill
Active ETFs: What Investors Need to Know
Read what our team is writing:
Ivanna Hampton
Amy Arnott
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Jack Shannon, senior manager research analyst for Morningstar Research Services, discusses how often active fund managers succeeded in picking top stocks. He also explains whether this information can help investors find better funds.
Are Fund Managers Good at Making Big Stock Bets?
Fund Managers’ Hit Rates
Active Fund Managers’ vs. Passive Index Fund Managers’ Stock Picking Performance
How an Active Mutual Fund Can Underperform Despite Holding Winning Stocks
High Hit Rates and Topping the Index
When High Hit Rates Matter More or Less
Can Investors Set It and Forget It?
Do-it-Yourself Investors Looking for Funds with High Hit Rates
Read about topics from this episode.
Mutual Fund Managers Are Wrong More Than They’re Right
Mutual Fund Manager Stock Hit Rates
Betting Big on Stocks Rarely Beats Boring Investing
10 Stocks the Best Fund Managers Have Been Buying
What to watch from Morningstar.
Is There a New Leader in the AI Race?
BOXX ETF: Cash-Like Returns Without the Tax Bill
Active ETFs: What Investors Need to Know
What a Strong Economy Now Means for the Rest of 2024
Read what our team is writing:
Ivanna Hampton
Jack Shannon
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Sarah Hansen, Morningstar Inc. markets reporter talks about what is driving the AI market rally, and what’s next for AI and the Fab Five. Sean Dunlop, a senior equity analyst for Morningstar Research Services, explains how AI can innovate the restaurant industry. Travis Miller, energy and utilities strategist for Morningstar Research Services, discusses how utilities are powering AI through data center demand.
Should the AI Market Rally Broaden Its View?
Who Is Driving the Fab Five’s Success?
Will NVIDIA Remain the Leader in the Artificial Intelligence Race?
Tech Companies Struggling to Keep Up with the Fab Five
AI Outlook
Can AI Speed Up Tech Evolution?
How Digital Adoption Can Grow Bottom Lines
Restaurant Industry Forecast for 2024
Utilities Stocks: When Will the Market Give the Sector Some Respect?
Where Do Utilities Fit Into AI Growth?
Read about topics from this episode.
These Stocks Are (Still) Powering the Bull Market
AI Is Booming, but Consumer Spending Is Slowing. Which Will Prevail in the Stock Market?
Should You Buy and Hold an Artificial Intelligence Portfolio?
Which AI Stocks Are Turning Hype Into Revenue?
Utility Stocks: When Will the Market Give the Sector Some Respect?
What to watch from Morningstar.
4 Reasons Why the Stock Market Has Delivered Impressive Performance
Inherited IRA Investors Get Another Break, but the Clock Is Ticking on RMDs
Short-Term Market Volatility Could Provide Long-Term Investing Opportunities
AI Can Help Restaurants Innovate, But Will It Deliver Profits?
Read what our team is writing:
Ivanna Hampton
Sarah Hansen
Sean Dunlop
Travis Miller
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Manager research analyst Lan Tran with Morningstar Research Services breaks down the strategy of the Alpha Architect 1-3 Month Box ETF, how investors can take advantage of what it has to offer, and whether this fund is worth the hype.
What Makes BOXX ETF Stand Out
What is a Box Spread?
Tax Advantages
Is BOXX ETF Delivering on its Promises?
Will BOXX ETF Attract Investors If Cash Yields Drop?
How Investors Can Take Advantage of BOXX ETF
Will There Be More ETFs Like BOXX?
Key Takeaways
Read about topics from this episode.
This Bond ETF Promises T-Bill Returns Without Taxable Income
Alpha Architect 1-3 Month Box ETF
A Tax-Aware Alternative to Cash
How to Maximize the Tax Efficiency of ETFs
The Real Tax Magic of ETFs
What to watch from Morningstar.
Covered Call and Buffer ETFs: Do the Pros Outweigh the Cons?
How to Find a Great Dividend Fund
SPY Vs VOO: Which of Warren Buffett’s Two ETFs Are a Better Bet?
Why are Active ETFs Everywhere, and Are Investors Abandoning Mutual Funds?
Read what our team is writing:
Lan Anh Tran
Margaret Giles
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Morningstar Research Services’ Bryan Armour, director of passive strategies research for North America; Ryan Jackson, senior manager research analyst; and Daniel Sotiroff, senior manager research analyst discuss what’s driving the rapid of growth active ETFs and how their tax efficiency and lower costs make them an easy win for investors. The team joins host Sarah Hansen, Morningstar Inc. markets reporter, at the 2024 Morningstar Investment Conference.
Active vs Passive ETFs
What’s Driving the Growth of Active ETFs?
Why Some Active ETFs Are More Successful Than Others
Active ETFs that Managers Have Shied Away From
Who Should Invest in Active ETFs?
Misconceptions About Active ETFs
Top-Rated Active ETFs
What’s Next for Active ETFs?
Read about topics from this episode.
Morningstar's Guide to US Active ETFs
Active ETFs are Soaring. Should You Invest?
3 Great Active ETFs for Bond Investors
The Best Active ETFs to Buy
Here’s Why Active ETFs Are So Hot Right Now
How to Choose Great ETFs for the Long Term
What to watch from Morningstar.
4 Reasons Why the Stock Market Has Delivered Impressive Performance
Short-Term Market Volatility Could Provide Long-Term Investing Opportunities
Covered Call and Buffer ETFs: Do the Pros Outweigh the Cons?
How to Find a Great Dividend Fund
Read what our team is writing:
Sarah Hansen
Bryan Armour
Ryan Jackson
Daniel Sotiroff
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Tom Lauricella, Morningstar’s global markets editor and Smart Investor newsletter editor, discusses how a strong economy has defied expectations, why it’s still worthwhile to invest in bonds, and what to watch for in the second half of 2024.
How is the Market Reacting to the Federal Reserve’s Interest Rate Forecast?
Will the Economy Get a Soft Landing?
Nvidia is Driving the Stock Market’s Bull Run
Nvidia Stock Outlook
Why We’re Seeing More Stock Splits in 2024
New Dividends From Mega-Cap Tech Companies
What Could Provide a Lift to the Bond Market?
Why Investors Should Still Own Bonds
Key Takeaways
Read about topics from this episode.
Subscribe to Smart Investor
A Cautious Fed Eyes Just One Rate Cut In 2024
These Stocks Are (Still) Powering the Bull Market
What Does Nvidia’s Stock Split Mean for Investors?
Job Gains Surged Again In May, Dashing Hopes of a Sustainable Slowdown
It’s Been a Terrible Time for Bonds. Here’s Why You Should Own Them
What to watch from Morningstar.
4 Reasons Why the Stock Market Has Delivered Impressive Performance
Why More Diversification Doesn’t Mean Better Returns
Invest in SpaceX Alongside Elon Musk? Why This Closed-End Fund Is Not Worth the Ride
Maximize Credit Card Points for Better Trips and Rewards
Read what our team is writing:
Ivanna Hampton
Tom Lauricella
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Sarah Hansen, Morningstar Inc. markets reporter, discusses why the stock market is up today and what could cause it to fall. Preston Caldwell, senior US economist for Morningstar Research Services, explains why he thinks the Federal Reserve will cut interest rates more than once in 2024.
Should You Invest in Spot Ether ETFs?
Lululemon on Track Despite Slowdown in Americas
The Fed’s Inflation Outlook Is a Little Too Pessimistic
Good News from the Fed’s New Inflation Report
Will the Fed Cut Interest Rates in 2024?
How Investors Can Interpret the Fed Lifting its Long Run Interest Rate
Why Are Stocks Hitting Record Highs
How the Growing US Economy Has Supported Stocks Impressive Performance
Is Inflation Finally Trending Down Again?
Why Wall Street’s View of the Fed is Changing
Will Record Profits During Company Earnings Continue?
What Risks Could Cause the Stock Market to Fall?
Read about topics from this episode.
Spot Ether ETFs: Should You Invest?
Lululemon Earnings: On Track to Meet Expectations Despite Slowdown In Americas
A Cautious Fed Eyes Just One Rate Cut In 2024
Why Stocks Are Hitting Record Highs—and What Could Send Them Back to Earth
What to watch from Morningstar.
Why More Diversification Doesn’t Mean Better Returns
Invest in SpaceX Alongside Elon Musk? Why This Closed-End Fund Is Not Worth the Ride
Maximize Credit Card Points for Better Trips and Rewards
Inherited IRA Investors Get Another Break, but the Clock Is Ticking on RMDs
Read what our team is writing:
Ivanna Hampton
Sarah Hansen
Preston Caldwell
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Amy Arnott, portfolio strategist for Morningstar Inc, discusses why the classic 60/40 investment strategy beat a more diversified portfolio in 2023, and the positive that can come from interest-rate pivots.
The Benefits of Portfolio Diversification
How Does the 60/40 Portfolio Hold Up Against a Portfolio with More Asset Classes?
Why the Well-Diversified Portfolio Struggled in 2023
Is it Worth it to Invest Beyond the 60/40 Portfolio?
Why Interest Rate Pivots Are Painful and Encouraging
Is There an Interest Rate Pivot Right Now?
Do Bonds Still Provide a Diversification Benefit?
Which Bonds are the Best Portfolio Diversifiers?
The Role of Cash in an Investment Portfolio
Key Takeaways
Read about topics from this episode.
How Did Diversified Portfolios Hold Up in 2023?
Why Simpler Has Been Better for Portfolio Diversification
How Rising Interest Rates Change the Relationship Between Stocks and Bonds
Which Bonds Provide the Biggest Diversification Benefit?
Top 10 Things to Know About Building a Diversified Portfolio
What to watch from Morningstar.
Invest in SpaceX Alongside Elon Musk? Why This Closed-End Fund Is Not Worth the Ride
Maximize Credit Card Points for Better Trips and Rewards
Inherited IRA Investors Get Another Break, but the Clock Is Ticking on RMDs
Short-Term Market Volatility Could Provide Long-Term Investing Opportunities
Read what our team is writing:
Ivanna Hampton
Amy Arnott
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Jack Shannon, senior manager research analyst for Morningstar Research Services, talks about the mania around Destiny Tech 100 and how much investors are paying to own the closed-end fund compared with what it’s worth. Margaret Giles, Morningstar Inc editor, discusses how life-stage investing can help pre-retirees and retirees map their priorities.
Nvidia’s 10-for-1 Stock Split
Target’s Weak Sales and Declining Market Share
Vanguard’s New CEO Starting Soon
Investing for Each Life Stage
Financial Priorities When You Approach Retirement
Why Investors Should Think About Withdrawal Sequencing During Pre-Retirement
Why Retirees Struggle to Start Tapping Into Their Portfolios
Financial Priorities When You Retire
What Investors Need to Know About Destiny Tech100
Closed-End Funds vs Open-End Funds
Why Destiny Tech100’s Net Asset Value Premium is “Insane”
Should Investors Own Destiny Tech100 Over Other Mutual Funds with Startup Stocks?
Key Takeaways for Investors
Read about topics from this episode.
Nvidia Earnings: AI Demand Smashes Expectations Again
Target Earnings: Margins Hold Up, but Top Line Constrained by Weak Discretionary Spending
Vanguard Chooses an Outsider as Its New CEO
An Investing Guide for Every Life Stage
The Bucket Investor’s Guide to Setting Retirement Asset Allocation
DXYZ: This Closed-End Fund Is Not Destiny’s Child
What to watch from Morningstar.
Maximize Credit Card Points for Better Trips and Rewards
Inherited IRA Investors Get Another Break, but the Clock Is Ticking on RMDs
Short-Term Market Volatility Could Provide Long-Term Investing Opportunities
Magnificent Seven Stocks: What’s Going on With Apple, Tesla, and Alphabet?
Read what our team is writing:
Ivanna Hampton
Margaret Giles
Jack Shannon
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David Harrell is the editor of Morningstar’s DividendInvestor newsletter. He’s also a miles and points enthusiast. He shares what he’s learned from his credit card points journey, including that miles and points aren’t so-called free money.
Credit Card Points
How Do Travel Credit Cards Work?
Why Did Credit Card Companies Start Offering Rewards?
Why Have Credit Card Programs Become a Part of Airlines' Business Models?
Could Credit Card Companies Pull Back on Rewards?
Surcharges with Credit Cards
What is the Cost of Points and Miles?
Should You Spend to Earn Rewards Without Paying Off Your Credit Card Bill Each Month?
Spending vs Splurging
What to Know Before Researching Credit Card Rewards
Recommendations to Maximize Credit Card Rewards
Read about topics from this episode.
4 Lessons from My Credit Card Points and Miles Journey
Why Do I Need a Credit Card?
Best Financial-Services Companies to Own
What to watch from Morningstar.
Inherited IRA Investors Get Another Break, but the Clock Is Ticking on RMDs
Short-Term Market Volatility Could Provide Long-Term Investing Opportunities
Magnificent Seven Stocks: What’s Going on With Apple, Tesla, and Alphabet?
Covered Call and Buffer ETFs: Do the Pros Outweigh the Cons?
Read what our team is writing:
Ivanna Hampton
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Denise Appleby, IRA Quick Reference Guide author known as The IRA Whisperer, clears up the confusion about what the IRS waived concerning inherited IRAs in 2024. Travis Miller, energy and utilities strategist for Morningstar Research Services, talks about how the artificial intelligence boom is driving data center demand. He also points to 2 cheap utility stocks expected to benefit.
Disney’s Improved Streaming Results
Uber’s Strong Financial Results in 2024
Palantir’s Performance Led by AI Platform
Opportunities with Artificial Intelligence and Utility Stocks
Utility Stocks: When Will the Market Give the Sector Some Respect?
Where Do Utilities Fit into AI Growth?
How Higher For Longer Interest Rates Could Affect Utilities
Utility Stock Picks
New Rules for Inherited IRAs
Withdrawals from Inherited IRAs and the 10-Year Rule
Important Distinction About What the IRS Waived in 2024
Tax Implications for Inherited IRAs
Will the IRS Suspend the Withdrawal Penalty for Inherited IRAs in 2025?
Read about topics from this episode.
Disney Earnings: Improved Streaming Results Come at the Expense of Continued Linear Weakness
Uber Earnings: Network Effect Continues to Drive Profitable Growth for Uber
Palantir Earnings: AI Platform Drives Strong Start to 2024
Utility Stocks: When Will the Market Give the Sector Some Respect?
IRS Extends Waiver of Excise Tax for Inherited IRAs, but Not RMDs
What to watch from Morningstar.
Short-Term Market Volatility Could Provide Long-Term Investing Opportunities
Magnificent Seven Stocks: What’s Going on With Apple, Tesla, and Alphabet?
Covered Call and Buffer ETFs: Do the Pros Outweigh the Cons?
Make These Investing Moves Now for a Better Tax Day in 2025
Read what our team is writing:
Ivanna Hampton
Travis Miller
Denise Appleby
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Sarah Hansen, Morningstar Inc markets reporter, discusses how today’s market volatility could benefit investors who are focused on long-term investing. Mark Miller, Retirement Reboot author, calls the Medicare changes in 2024 at the pharmacy counter “the best news that few people seem to know about.”
Apple’s Weak 2024 but Optimism for 2025
Amazon’s Impressive First Quarter
Eli Lilly’s Better-Than-Expected Q1
Medicare's Falling Prescription Costs
Why Are Medicare Prescription Costs Dropping?
How Spending Caps Affect Seniors
Expanded Access to Federal Assistance for Low-Income Seniors
Will Interest Rates Stay Higher for Longer?
How Have Interest Rates Weighed on Stocks?
How Fewer Interest Rate Cuts Could Benefit Investors
Key Takeaway
Read about topics from this episode.
Apple Earnings: A Weak 2024, but Optimism for 2025
Amazon Earnings: AWS Growth Accelerates and Profit Margins Improve
Eli Lilly Earnings: Strong Weight-Loss Drug Sales Expand Margins
I’m 65 and Still Working. Should I Enroll in Medicare?
What Hot Inflation and Delayed Rate Cuts Mean for Investors
What to watch from Morningstar.
Magnificent Seven Stocks: What’s Going on With Apple, Tesla, and Alphabet?
Covered Call and Buffer ETFs: Do the Pros Outweigh the Cons?
Make These Investing Moves Now for a Better Tax Day in 2025
3 Cheap Stocks to Watch in the Fight Over Sports Streaming
Read what our team is writing:
Ivanna Hampton
Mark Miller
Sarah Hansen
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Sarah Hansen, Morningstar Inc markets reporter, explains why Apple and Tesla are diverging from the rest of the Magnificent Seven stocks. Also, details into a first ever dividend from Alphabet. Preston Caldwell, senior US economist for Morningstar Research Services, discusses why the Federal Reserve left higher interest rates in place and is changing its bond holdings.
Alphabet’s First Dividend
Boeing’s Focused on Recovering from Past Mistakes
General Motors Strong Start to 2024
The Magnificent Seven Stock Divergence
Apple’s Fallen from Last Year’s Rally
How Apple Could Reverse the Slide
Why Investors Are Changing Their Minds About Tesla
Morningstar’s Outlook for Tesla
Higher Interest Rates Stick Around
Read about topics from this episode.
Alphabet Shares Surge on Strong Earnings, Dividend Surprise
Boeing Earnings: Paying for Mistakes Made Long Ago, Taking Back the Factory Floor
GM Earnings: Strong Start to 2024 Is Good Sign for Rest of the Year
Magnificent No More? Apple and Tesla Stocks Are Weighing on the Market
With Sticky March PCE Inflation, When Will the Fed Hit Its 2% Target?
What to watch from Morningstar.
Covered Call and Buffer ETFs: Do the Pros Outweigh the Cons?
Make These Investing Moves Now for a Better Tax Day in 2025
3 Cheap Stocks to Watch in the Fight Over Sports Streaming
How to Find a Great Dividend Fund
Read what our team is writing:
Ivanna Hampton
Sarah Hansen
Preston Caldwell
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Netflix’s Incredible First Quarter
United Flew Just Above Morningstar’s Expectations
An Investing Guide for Every Life Stage
What is Life-Stage Investing?
Early Career Accumulation
When Would Roth Accounts Make Sense for an Investor?
Why Mid-Career Accumulation Can Be More Complicated
Financial Priorities of Mid-Career Accumulators
Covered-Call ETFs and Passive Strategies
How Do Covered Call and Buffer ETFs Work?
Which Kind of Investors Are These Strategies Designed For?
Downsides to Buffer ETFs and Covered Call ETFs?
Tax Concerns
What ETF Fees Are Costing Investors?
Read about topics from this episode.
Register for the Morningstar Investment Conference!
An Investing Guide for Every Life Stage
An Investing Road Map for Early Career Accumulators
An Investing Road Map for Midcareer Accumulators
Active ETFs are Soaring. Should You Invest?
Should You Own a Covered-Call ETF Like JEPI?
What to watch from Morningstar.
Make These Investing Moves Now for a Better Tax Day in 2025
3 Cheap Stocks to Watch in the Fight Over Sports Streaming
How to Find a Great Dividend Fund
The 4% Retirement Rule is Just a Starting Point
Read what our team is writing:
Ivanna Hampton
Margaret Giles
Bryan Armour
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Sheryl Rowling, editorial director for financial advice for Morningstar Inc, talks about four strategies to practice tax-efficient investing all year. Morningstar Sustainalytics’ director of stewardship Jackie Cook discusses three climate change resolutions this proxy-voting season, including one on Bank of America’s ballot.
Tesla Appears It’s Focusing on Profits
JPMorgan Chase Keeps Outlook Steady
Climate Change Resolutions During Proxy-Voting Season
Tax-Efficient Investing: 4 Moves to Make Now
Read about topics from this episode.
Tesla: Staff Reduction Confirms Our View of Focus on Profits In 2024
JPMorgan Earnings: Bumper Profits Driven by Strong Net Interest Income and Trading Revenue
4 Climate Votes That Matter in This Year’s Proxy-Voting Season
What to watch from Morningstar.
3 Cheap Stocks to Watch in the Fight Over Sports Streaming
How to Find a Great Dividend Fund
The 4% Retirement Rule is Just a Starting Point
New Dividend Stocks: Can Meta and Salesforce Help Revive the Classic Strategy?
Read what our team is writing:
Ivanna Hampton
Jackie Cook
Sheryl Rowling
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Matthew Dolgin, senior equity analyst for Morningstar Research Services, talks about why companies are focusing on sports streaming as competition heats up. Plus, the path they could take to improve their financial situations.
Netflix’s Dominance
Disney, Fox, and Warner Bros. Discovery’s New Sports-Focused Streaming Service
How Companies Can Expand into Streaming
The Role of Sports in Streaming
NBA TV Deal
Why are Apple and Amazon Tough Competitors?
Streaming Services With Compelling Growth Stories
Streaming Company Stock Picks
Read about topics from this episode.
Morningstar Magazine
Paramount and Warner Bros. Discovery: Uncertainty Surrounds Customer Choices for Streaming
Disney Earnings: Lots of Good, Especially for the Flashy Metrics, but Underlying Issues Remain
Netflix Earnings: Performance and Outlook Impressive, but Subscriber Growth Should Moderate
What to watch from Morningstar.
How to Find a Great Dividend Fund
The 4% Retirement Rule is Just a Starting Point
New Dividend Stocks: Can Meta and Salesforce Help Revive the Classic Strategy?
Self-Made Millionaire Tori Dunlap Embraces Mission to Make Women Rich
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Ivanna Hampton
Matthew Dolgin
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Dan Sotiroff and Todd Trubey, senior manager research analysts for Morningstar Research Services, discuss what makes a great dividend fund, the trade-offs that are costing some investors, and the risks to watch for.
Dividend Income, Dividend Growth, and Dividend Income and Growth
Dividend Fund Risks
Should Dividend Yield Be a Top Priority?
Dividend Funds vs Passive Options
What Advantage Do Actively Managed Funds Have Over Broadly Diversified Passive Funds?
How to Find a Great Dividend Fund
Passively Managed Dividend Fund Picks
Actively Managed Fund Picks
Read about topics from this episode.
What Makes a Great Dividend Fund?
3 Great International Dividend ETFs for 2024
The Best Dividend Funds
What to watch from Morningstar.
The 4% Retirement Rule is Just a Starting Point
New Dividend Stocks: Can Meta and Salesforce Help Revive the Classic Strategy?
Self-Made Millionaire Tori Dunlap Embraces Mission to Make Women Rich
What’s Surprising Some Retirees About Their Social Security Benefits?
Read what our team is writing:
Ivanna Hampton
Daniel Sotiroff
Todd Trubey
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John Rekenthaler, vice president of research for Morningstar Research Services, explains how Morningstar’s study confirmed the 4% retirement rule and discusses why it’s important for new retirees to be flexible with their spending.
Six Retirement Withdrawal Strategies that Stretch Savings
What Has Changed with Retirement Withdrawal Rates?
Trade Offs to a Conversative Start with Your Portfolio
Risks and Benefits of Changing a Portfolio’s Stock Allocation
Flexible Spending Strategies
The Role of Guaranteed Income
Key Takeaways
Read about topics from this episode.
Six Retirement Withdrawal Strategies that Stretch Savings
Morningstar’s Retirement Income Research: Reevaluating the 4% Withdrawal Rule
The Good News on Safe Withdrawal Rates
The Best Flexible Strategies for Retirement Income
What to watch from Morningstar.
New Dividend Stocks: Can Meta and Salesforce Help Revive the Classic Strategy?
Self-Made Millionaire Tori Dunlap Embraces Mission to Make Women Rich
What’s Surprising Some Retirees About Their Social Security Benefits?
SPY Vs VOO: Which of Warren Buffett’s Two ETFs Are a Better Bet?
Read what our team is writing:
Ivanna Hampton
John Rekenthaler
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David Harrell, editor of Morningstar DividendInvestor newsletter, explains why some income-focused investors may skip adding two new dividend stocks, Meta and Salesforce, to their portfolios. Preston Caldwell, senior US economist for Morningstar Research Services, talks about why he expects more rate cuts than the Federal Reserve’s projections.
Adobe’s Strong Q1 & Disappointing Forecast
Do Salesforce and Meta Pay Dividends?
Meta and Salesforce New Dividends
What Can Meta and Salesforce Shareholders Expect?
Will Meta and Salesforce Diversify the Pool of Dividend-Paying Stocks?
Mega-Cap Stocks and Dividend Investing
Why We Think 5 Interest-Rate Cuts Are Coming in 2024
Will Interest Rates Drop in 2024?
When Will the Fed First Cut Interest Rates?
Federal Reserve’s Longer-Term Outlook
Read about topics from this episode.
After Earnings, Is Adobe Stock a Buy, Sell, or Fairly Valued?
What Stock Investors Need to Know About Meta’s New Dividend
Salesforce Earnings: Firm Declares a Dividend
Fed on Track for June Rate Cuts and More
What to watch from Morningstar.
What’s Surprising Some Retirees About Their Social Security Benefits?
SPY Vs VOO: Which of Warren Buffett’s Two ETFs Are a Better Bet?
Walmart Stock Split and Earnings Are Coming Up. What to Expect.
Should You Bet on Online Gambling Stocks Now?
Read what our team is writing:
Ivanna Hampton
Preston Caldwell
David Harrell
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Tori Dunlap, the author of Financial Feminist, talks about why women should stop feeling guilty about their spending and why they should keep their finances separate from their partner’s.
Her First $100K
Loud Budgeting
Why We Spend and How to Not Feel Guilty About It
Should You Rent or Buy a Home?
Women’s Economic Empowerment
Financial Education as Protest
Making More Women Rich
How to Be Fearless When It Comes to Money
Read about topics from this episode.
The C-Suite Gender Pay Gap Persists. It’s Not About Pay Discrimination.
Women Get Less Support Than Men For Key Board Roles
The Percentage of Female Fund Managers Is Almost Exactly Where It Was 20 Years Ago
What to watch from Morningstar.
What’s Surprising Some Retirees About Their Social Security Benefits?
SPY Vs VOO: Which of Warren Buffett’s Two ETFs Are a Better Bet?
Walmart Stock Split and Earnings Are Coming Up. What to Expect.
Should You Bet on Online Gambling Stocks Now?
Read what our team is writing:
Ivanna Hampton
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Mark Miller, author of Retirement Reboot, explains why Social Security benefits are taxable, and how a bill aiming to eliminate taxes on Social Security would pay for the program.
Read more about these topics from this episode.
Salesforce Earnings: Firm Declares a Dividend https://www.morningstar.com/stocks/salesforce-earnings-firm-declares-dividend
Snowflake Earnings: Revenue Outlook Disappoints; New CEO Taking Over https://www.morningstar.com/stocks/snowflake-earnings-revenue-outlook-disappoints-new-ceo-taking-over
Macy’s Earnings: Another Strategic Plan Is Unveiled, but Sales Growth Elusive https://www.morningstar.com/stocks/macys-earnings-another-strategic-plan-is-unveiled-sales-growth-elusive
Social Security Is Taxable? Don’t Be Caught Off Guard. https://www.morningstar.com/retirement/social-security-is-taxable-heres-how-determine-what-you-owe
What to watch from Morningstar.
SPY Vs VOO: Which of Warren Buffett’s Two ETFs Are a Better Bet? https://www.youtube.com/watch?v=WBVXw2Ih6qY
How to Get the Most Out of Your Bond Investments https://www.youtube.com/watch?v=UNnt-eBXojg
Should You Bet on Online Gambling Stocks Now? https://youtu.be/ltcMHu3RYYk?si=lfCgPUcU5Fvg19Uj When Will the Fed Finally Cut Rates? https://youtu.be/CcbUDKtnzNQ?si=n5Z2kbuHPPgW6CCN
Could Company 401(k)s Go the Way of IBM? https://youtu.be/QAxokyStJ3o?si=_18V0O8syb1otbor
Read what our team is writing: Ivanna Hampton
Follow us on social media. Facebook: https://www.facebook.com/MorningstarInc/ Twitter: https://twitter.com/MorningstarInc Instagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/
Walmart shares are overvalued, but Nvidia and Home Depot are fairly valued. Warren Buffet’s Berkshire Hathaway released its 13F for Q42023, and only two ETFs were on it – one of them earns the coveted Gold rating.
Walmart’s Q4 Exceeded Expectations
Nvidia’s Stellar Quarter and AI Demand
Home Depot Felt Macro Pressures in Q4
Berkshire Hathaway Releases Its 13F
SPY and VOO
People and Process Pillar Ratings
Why Does Vanguard Have a Better Rating?
Structural Differences Between SPY and VOO
Outlook for Vanguard in 2024
Vanguard’s 2024 International Business Outlook
Advice in 2024
Read about topics from this episode.
Walmart Earnings: Low Prices Winning Over Customers, Who Are Spending More
Nvidia Earnings: Revenue Boom Fuels AI Hype
Home Depot Earnings: Prudently Navigating Macro Pressures With Strategic Execution
Berkshire Hathaway 13F Filing: More Sells Than Buys in Quieter Q4
Vanguard S&P 500 ETF Still Sets a High Bar for Index-Tracking
What’s in Store for Vanguard’s Funds, ETFs, and More in 2024
What to watch from Morningstar.
Walmart Stock Split and Earnings Are Coming Up. What to Expect.
Should You Bet on Online Gambling Stocks Now?
When Will the Fed Finally Cut Rates?
Could Company 401(k)s Go the Way of IBM?
Read what our team is writing:
Ruth Saldanha
Mo'ath Almahasneh
Daniel Sotiroff
Susan Dziubinski
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Maciej Kowara, strategist for Morningstar Research Services, and Alec Lucas, director of manager research for Morningstar Research Services, talk about what surprised them about their research about bond investments.
Typical Bond Portfolio
How to Create Portfolio Optimized for Best Risk-Adjusted Returns
Sharpe-Optimized Portfolio
Bank Loans and Corporate Bonds
Why Should Investors Trust This Portfolio?
Risk-Adjusted Portfolio vs. 60/40 Portfolio
How Investors Can Use Our Research
What Could Go Wrong with a Risk-Adjusted Portfolio?
Read about topics from this episode.
How to Invest Better With Bonds
3 Bond Funds for All Yield Seasons
The Best Bond ETFs
What to watch from Morningstar.
Walmart Stock Split and Earnings Are Coming Up. What to Expect.
Should You Bet on Online Gambling Stocks Now?
When Will the Fed Finally Cut Rates?
Could Company 401(k)s Go the Way of IBM?
Read what our team is writing:
Ivanna Hampton
Maciej Kowara
Alec Lucas
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Noah Rohr, equity analyst for Morningstar Research Services, explains how Walmart’s stock split will work, and what he’s looking for in the retailer’s earnings report. Sylvester Flood, senior product manager for Morningstar Inc, tells Ruth Saldanha, editorial manager for Morningstar Research Inc, why the demand for spot bitcoin ETFs is expected to grow.
Disney’s Climbing Margins in Q1
Ford’s Cutting Costs After UAW Strike
CVS 2024 Outlook Trimmed
Walmart Stock Split
Why Is Walmart Splitting Its Stock?
Will This Stock Split Help Investors?
What to Look for in Walmart’s Earnings
Walmart Stock
Spot Bitcoin ETFs
How Much Money Went Into The Spot Bitcoin ETF Launch?
ETF Flows
How to Calculate ETF Flow Numbers
New Net Money vs. Flow from One ETF to Another
‘Easy Button’ for Advisors Investing in Bitcoin
Read about topics from this episode.
Disney Earnings: Lots of Good, Especially for the Flashy Metrics, but Underlying Issues Remain
Ford Earnings: Pricing Eases UAW Strike Damage
CVS Earnings: Outlook Trimmed Due to Elevated Medical Utilization In Medicare Advantage Business
Walmart Earnings: Top Line Expands as Consumers Seek Value Amid Tighter Economic Conditions
Spot Bitcoin ETFs Are Here. Should You Invest?
What to watch from Morningstar.
Should You Bet on Online Gambling Stocks Now?
When Will the Fed Finally Cut Rates?
Could Company 401(k)s Go the Way of IBM?
Why Now Is the Time for Value Investing
Read what our team is writing:
Ivanna Hampton
Noah Rohr
Ruth Saldanha
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Dan Wasiolek, a senior equity analyst for Morningstar Research Services, discusses the exciting opportunity to invest in gambling stocks. Larry Swedroe, author and Morningstar contributor, explains why chasing market performance and factoring in political beliefs into investing decisions can cost investors.
Meta’s First Dividend
Boeing on Pause for Quality Control
Novo Nordisk’s Strong Sales in Q4
The Gaming Industry and Online Gambling
Flutter on the NYSE
FanDuel vs. DraftKings
Online Sports Betting
Gambling Stocks
3 Investing Lessons Investors Can Start Practicing Today
Don’t Go Chasing Market Performance
Why Do We Diversify?
Do Your Political Beliefs Influence How You Invest?
Read about topics from this episode.
Meta Earnings: Strong Ad Growth, First Dividend Supercharge Stock Price
Boeing Earnings: Quality Puts a Pause on 737 MAX Expansion
Novo Nordisk Earnings: Strong Outlook Supported by Expanding Pipeline
DraftKings Earnings: Robust Sales and Profit Outlook Dealt as Platform Wins With Customers
12 Lessons the Market Taught Investors in 2023
What to watch from Morningstar.
When Will the Fed Finally Cut Rates?
Could Company 401(k)s Go the Way of IBM?
Why Now Is the Time for Value Investing
AI Can Help Restaurants Innovate, But Will It Deliver Profits?
Read what our team is writing:
Ivanna Hampton
Dan Wasiolek
Larry Swedroe
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Interest rates could likely be coming down, we discuss when, and we also talk about how much an ETF costs. And as the Magnificent Seven results start to roll in, are some of these stocks a buy?
00:33 Tesla’s Slower Growth in 2024
01:37 Verizon’s Strong Q4
02:36 Netflix’s Booming Subscriber Growth
03:31 The Total Cost of Owning an ETF
04:19 Why Do the Costs of ETFs Vary?
04:49 How Should Investors Measure ETF Holding Costs?
05:39 Tracking Costs vs Tracking Error
06:21 What Are Transaction Costs?
06:51 Holding Costs vs Transaction Costs
07:45 Fed Unlikely to Cut Interest Rates in March, but What About May?
Read about topics from this episode.
Tesla Earnings: Slower Growth Expected in 2024
Verizon Earnings: Stellar Cash Flow and Pricing Discipline Bode Well
Netflix Earnings: Performance and Outlook Impressive, but Subscriber Growth Should Moderate
What Is the Total Cost of Owning an ETF?
When Will the Fed Start Cutting Interest Rates?
What to watch from Morningstar.
Could Company 401(k)s Go the Way of IBM?
Why Now Is the Time for Value Investing
AI Can Help Restaurants Innovate, But Will It Deliver Profits?
Betting Big on Stocks Rarely Beats Boring Investing
Read what our team is writing:
Ruth Saldanha
Zachary Evens
Preston Caldwell
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John Rekenthaler, vice president of research for Morningstar Research Services, discusses IBM’s 401(k) plan change and why many workers would want something similar. Nic Owens, an industrials equity analyst for Morningstar Research Services, talks about how Boeing’s 737 safety issues affect the company’s outlook and stock.
Taiwan Semiconductor Manufacturing’s Improved Outlook
Citigroup’s Disappointing Q4
BP’s New CEO
IBM Retirement Accounts
IBM’s Retirement Benefit Account vs 401(k) Match Plan
Why Did IBM Switch from a 401(k) Match to the Retirement Benefit Account?
Advantages and Disadvantages
Will Other Companies Follow IBM’s Lead?
Boeing’s Manufacturing Flaws
FAA Safety Alert Targets Older Boeing 737s
How Is Boeing Improving Safety Standards?
Boeing Stock Outlook
Read about topics from this episode.
Taiwan Semiconductor Earnings: Upbeat Guidance and Lower 2024 Capital Expenditure Encouraging
Citigroup Earnings: Turnaround Remains Complex, Expense Management Is Promising
Despite Trimming Some Targets, BP Still Holds One of the More Aggressive Transition Strategies
Boeing: We Quantify the Fallout from 737 Manufacturing Defects Between $1 and $30 Per Share
Has IBM Built the Next Generation’s 401(k) Plan?
What to watch from Morningstar.
Why Now Is the Time for Value Investing
AI Can Help Restaurants Innovate, But Will It Deliver Profits?
Betting Big on Stocks Rarely Beats Boring Investing
5 Pieces of Good News for Investors as 2023 Wraps Up
Read what our team is writing:
Ivanna Hampton
John Rekenthaler
Nicolas Owens
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Sarah Hansen, Morningstar Inc markets reporter, talks about different scenarios that could provide a boost to value investing in 2024. Bryan Armour, director of passive strategies research for North America for Morningstar Research Services, explains why spot bitcoin ETFs are the best option on the fund market for bitcoin investors.
00:45 BlackRock’s Earnings Surpassed Morningstar’s Expectations
01:48 Coinbase Benefits from Higher Trading Revenue
02:58 Should You Invest in Spot Bitcoin ETFs?
03:36 Spot Bitcoin ETF vs Bitcoin Futures ETF
05:05 Bitcoin Risks to Investors
06:15 What Investors Should Consider Before Buying a Spot Bitcoin ETF
08:51 Could Value Stocks Take the Lead in 2024?
09:57 Value Stocks vs Growth Stocks
10:54 Opportunities for Investors
11:54 Are Value Stocks Making a Comeback?
Read about topics from this episode.
BlackRock Earnings: GIP Acquisition Provides a Boost to Improving AUM Growth Forecast
Is Coinbase Stock a Buy, a Sell, or Fairly Valued?
Spot Bitcoin ETFs Are Here. Should You Invest?
Will Value Stocks Take the Lead In 2024?
What to watch from Morningstar.
AI Can Help Restaurants Innovate, But Will It Deliver Profits?
Betting Big on Stocks Rarely Beats Boring Investing
5 Pieces of Good News for Investors as 2023 Wraps Up
Charlie Munger, Warren Buffett Built Berkshire Hathaway to Thrive After They’re Gone
Read what our team is writing:
Ivanna Hampton
Sarah Hansen
Bryan Armour
Follow us on social media.
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Sean Dunlop, an equity analyst for Morningstar Research Services, talks about how some restaurants are using artificial intelligence to tailor their menus to customers’ tastes and whether tip-flation is here to stay.
Tech and the Restaurant Industry
Can AI Speed Up Tech Evolution?
How Digital Adoption Can Grow Bottom Lines
"Tipflation” Frustration
Loyalty Programs Lead to Higher Customer Spending
Social Media and Advertising Buzz Restaurant Industry Forecast for 2024
Restaurant Stock Opportunities
Read about topics from this episode.
Toast Earnings: Shares Fall on Lofty Expectations and Slowing Restaurant Sales and Are Now Cheap
Restaurant Brands Earnings: Global Systemwide Sales Growth Encouraging, Modest Development Hiccup
Yum Earnings: Digital Strength and Value Orientation Should Defend Results Despite Tough Backdrop
Wendy’s Earnings: Solid Digital and International Progress Encouraging; Shares Slightly Cheap
7 Charts On the AI Stock Boom One Year After ChatGPT’s Launch
Where Are the Growth Opportunities in AI Investing?
What to watch from Morningstar.
Charlie Munger, Warren Buffett Built Berkshire Hathaway to Thrive After They’re Gone
Why are Active ETFs Everywhere, and Are Investors Abandoning Mutual Funds?
Timing the Market Doesn’t Work — We Did the Math
Make the Most of Your HSA Benefits and Investments in 2024
Read what our team is writing:
Ivanna Hampton
Sean Dunlop, CFA
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Jack Shannon, a senior manager research analyst for Morningstar Research Services, explains why some active fund managers’ bets on their highest conviction stock picks paid off, but their portfolio performance may not have shown it.
What is a “Big Bet”?
Active Managers Are Increasing Their Big Bets
Did Big Bets Help or Hurt Portfolios?
Wagering and the Magnificent Seven
Can Market Concentration Explain Big Bets?
Best and Worst Bets Over the Last 25 Years
Did Winning Stock Pickers Beat The Benchmark Again?
Key Takeaway for Investors
Read about topics from this episode.
The Best and Worst Mutual Fund Bets of the Past 25 Years
How Have the Magnificent Seven’s Earnings Been Looking?
Here’s Why Active ETFs Are So Hot Right Now
Large-Growth Active Fund Managers Have Faced an Uphill Battle
10% Stock Weights Are No Longer Shocking for Funds. Should They Be?
What to watch from Morningstar.
Charlie Munger, Warren Buffett Built Berkshire Hathaway to Thrive After They’re Gone
Why are Active ETFs Everywhere, and Are Investors Abandoning Mutual Funds?
Timing the Market Doesn’t Work — We Did the Math
Make the Most of Your HSA Benefits and Investments in 2024
Read what our team is writing:
Ivanna Hampton
Jack Shannon
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Tom Lauricella, Morningstar Inc’s global markets editor and Smart Investor newsletter editor, discusses some of this year’s biggest headlines including the Federal Reserve signaling an end to hiking interest rates, the bond market’s performance, and the AI boom.
What to Expect from the Fed in 2024
Inflation and Housing
Dropping Bond Yields
The Magnificent Seven Stocks
Nvidia Stock vs Cisco Stock
Who Is Next to Benefit from AI?
Outlook for Obesity Drug Stocks
The Bond Market in 2023
2024 Outlook
Read about topics from this episode.
Fed Inches Closer to 2024 Rate Cuts
How Have the Magnificent Seven’s Earnings Been Looking?
Nvidia 2023 vs. Cisco 1999: Will History Repeat?
7 Charts On the AI Stock Boom One Year After ChatGPT’s Launch
Obesity Drug Stocks: Where to Invest Now
The 4 Biggest Market Stories of 2023 — and What’s Next in 2024
What to watch from Morningstar.
Why are Active ETFs Everywhere, and Are Investors Abandoning Mutual Funds?
Timing the Market Doesn’t Work — We Did the Math
Make the Most of Your HSA Benefits and Investments in 2024
Headwinds Hold Airlines Back, But Check Out These Travel Stocks for the Holidays
Read what our team is writing:
Tom Lauricella
Ivanna Hampton
Follow us on social media.
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Sarah Hansen, Morningstar Inc markets reporter, discusses why optimism and worry loom over the holiday shopping season. Gregg Warren, strategist for Morningstar Research Services, talks about how Munger’s passing will impact Berkshire and his outlook for the company. He also shares one of his favorite quotes from the sharp-witted investing legend.
Instacart’s Competition
Lululemon’s Q3 Beats Morningstar’s Expectations
Holiday Shopping Season and Consumer Spending
Retailers’ Mood
Sales Expectations
How the Loss of Charlie Munger Could Impact Berkshire Hathaway
Charlie Munger & Warren Buffett Laid the Groundwork for a Successful Transition
Morningstar’s Outlook on Berkshire Hathaway’s Stock
How Charlie Munger and Warren Buffett Inspired Investors
Favorite Charlie Munger Quote
Read about topics from this episode.
Instacart: Market Dominance at Risk With Heightened Competition
Lululemon Earnings: Strong Momentum Leading Into a Competitive Holiday Period
November Jobs Report Shows Steady Strength In Hiring
Markets Brief: Why Investors Should Pay Extra Attention to Shopping Trends This Holiday
Why Berkshire Hathaway’s Success Will Continue After Charlie Munger ... and Warren Buffett
What to watch from Morningstar.
Why are Active ETFs Everywhere, and Are Investors Abandoning Mutual Funds?
Timing the Market Doesn’t Work — We Did the Math
Make the Most of Your HSA Benefits and Investments in 2024
Headwinds Hold Airlines Back, But Check Out These Travel Stocks for the Holidays
Read what our team is writing:
Sarah Hansen
Greggory Warren
Ivanna Hampton
Follow us on social media.
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With interest rates likely to stay on the higher side, investors should realize that there is money to be made in rates staying higher for longer, and we have three ETF picks that could help you do just that.
Timestamps:
Salesforce’s Strong Quarter
Intuit’s Solid Top and Bottom Lines
Snowflake’s Mixed Quarter Results
What is Driving Interest in Active ETFs?
Why Are There Such High ETF Flows?
Are Active Investors Leaving Mutual Funds for Active ETFs?
Advantages of Active ETFs
Disadvantages of Active ETFs
How to Decide Between ETFs, Mutual Funds, or a Passive Strategy
3 ETFs That Benefit From Higher Interest Rates
Read about topics from this episode.
Salesforce Earnings: MuleSoft Shines In Another Overall Good Quarter
Intuit Inc
Snowflake Earnings: Long-Term Upside Is Far From Melting
Here’s Why Active ETFs Are So Hot Right Now
What to watch from Morningstar.
Timing the Market Doesn’t Work — We Did the Math
Make the Most of Your HSA Benefits and Investments in 2024
Headwinds Hold Airlines Back, But Check Out These Travel Stocks for the Holidays
Higher Bond Yields and Interest Rates Are Here to Stay
Read what our team is writing:
Ruth Saldanha
Ryan Jackson
Follow us on social media.
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Adam Fleck, director of research for ratings and ESG for Morningstar Research Services, explains why market-timing underperforms a hands-off strategy. Leslie Norton, editorial director for sustainability for Morningstar Inc., discusses what to expect at COP28 and the global push to net zero.
NVIDIA’s Outstanding Fiscal Q3 Revenue
Cisco’s Gloomy Full-Year Outlook
Shopping Boosted Walmart’s Q3, But Uncertainty Remains Going into Holidays
What Investors Should Pay Attention to From the United Nations Climate Change Conference
The Paris Agreement Calls for Progess Check at COP28
What Are Governments Doing About Rising Global Temperatures?
Who’s Leading and Lagging in Becoming Net-Zero?
Investment Opportunities in Clean Energy Transition
Should Investors Focus on Time in the Market?
Does Market Timing Work?
Market Signals for Investors
Market Timing vs. Buy And Hold
Why The Portfolio That Relies on the Market Timing Underperforms
Remembering Charlie Munger
Read about topics from this episode.
Nvidia Earnings: Predictably Outstanding Results; Strong Forward Guidance
Cisco Earnings: Still Like Long-Term Opportunity Despite Lowered Outlook
Walmart Earnings: Top Line Expands as Consumers Seek Value Amid Tighter Economic Conditions
Staying Invested Beats Timing the Market—Here’s the Proof
What Does a Warmer Future Mean for Oil & Gas Stocks?
12 Lessons on Money and More From Warren Buffett and Charlie Munger
What to watch from Morningstar.
Make the Most of Your HSA Benefits and Investments in 2024 https://youtu.be/2zPAQcSf0Pw?si=CjJyf5pTlHTMBWRD
Headwinds Hold Airlines Back, But Check Out These Travel Stocks for the Holidays https://youtu.be/Dd1H9tQ8Hp8?si=VaX9p-aDIpajlKGJ
Higher Bond Yields and Interest Rates Are Here to Stay https://youtu.be/cmcvJ2BY6_g?si=HpvsruSUlXgO4D3M
New iShares Target-Date ETFs Provide Different Retirement Saving Path https://youtu.be/thAqOc8pokY?si=prbOtZ-x18rO81XZ
Read what our team is writing:
Leslie Norton
Adam Fleck
Ivanna Hampton
Follow us on social media.
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Margaret Giles, Morningstar Inc editor, discusses how to use HSA benefits and the 2024 HSA contribution limits. Greg Carlson, Morningstar Research Services senior manager research analyst, talks about who Morningstar has ranked the top HSA providers for spending and investing.
What is an HSA?
HSA vs. FSA
HSA Limits Are Increasing in 2024
How To Maximize the Triple tax Benefit
How to Switch an HSA Provider
What to Look for When Shopping for a Health Savings Account
Best HSAs for Spending
Best HSAs for Investing
Read about topics from this episode.
What Happens to Your HSA in Retirement?
What Can My HSA Be Used For?
Can You Save Too Much in a Health Savings Account?
The Best HSA Providers of 2023
What to watch from Morningstar.
New iShares Target-Date ETFs Provide Different Retirement Saving Path
5 Scary Stocks for You to Avoid This Halloween
Navigating Medicare Open Enrollment for 2024
Falling Mutual Fund and ETF Fees a ‘Big Win for Investors’
Read what our team is writing:
Margaret Giles
Greg Carlson
Ivanna Hampton
Follow us on social media.
Facebook: https://www.facebook.com/MorningstarInc/
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Nic Owens, industrials equity analyst for Morningstar Research Services, discusses how Southwest is preparing to avoid another holiday travel meltdown, the airline industry’s outlook for ticket prices, and what travel stocks to check out.
Uber’s Profit and Demand Cruised Ahead
Roblox Reported Rise in Global Growth
Kellanova Benefitted From Higher Prices
Holiday Travel Season and North American Airlines
How Southwest Airlines is Preparing for the Holidays
What We Can Expect From Travel Demand and Ticket Prices
Will a Low-Cost Airline Fail in 2024?
Travel Stocks to Consider This Holiday Season
Inflation News: Cooler Report Opens Door to Interest-Rate Cuts in 2024
Read about topics from this episode.
Uber Earnings: The Platform Is More Easily Attracting Demand and Supply; Shares Remain Undervalued
Roblox Earnings: Strong User Growth and Cost Leverage Bode Well for 2024
Kellanova Co
A Cheap Dividend Stock That’s 30% Undervalued and Yields Above 4%
Southwest Airlines Earnings: Cutting Valuation to $19 From $36 on Yields, Expenditure, and Risk
United Airlines Earnings: Cost Growth Portends Industry Drama as CEO Predicts a Shakeout
Why We Expect Inflation to Fall in 2024
What to watch from Morningstar.
Higher Bond Yields and Interest Rates Are Here to Stay
New iShares Target-Date ETFs Provide Different Retirement Saving Path
5 Scary Stocks for You to Avoid This Halloween
Navigating Medicare Open Enrollment for 2024
Read what our team is writing:
Preston Caldwell
Nicolas Owens
Ivanna Hampton
Follow us on social media.
Facebook: https://www.facebook.com/MorningstarInc/
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Sarah Hansen, Morningstar Inc markets reporter, explains the new normal of bond yields and interest rates and where investors can find fixed-income opportunities. Adam Fleck, director of research for ratings and ESG for Morningstar Research Services, discusses how companies with union workers can compete against non-union firms.
Apple’s Solid Fiscal Fourth Quarter
Eli Lilly’s Diabetes Drug Lift in Q3
McDonald’s Is Resilient Under Inflation Pressure
‘Higher for Longer’ Era
Tight vs. Loose Financial Conditions
'Higher-for-Longer' Side Effects
Fixed-Income Market
Opportunities for Investors
Are Labor Unions Bad for Business?
Risks and Benefits of a Unionized Workforce
Can Unionized Companies Compete with Non-unionized Companies?
GM, Ford, and Stellantis Uncertainty Ratings
Megan Pacholok, Morningstar Research Services senior manager research analyst, discusses BlackRock’s iShares target-date ETFs and how they compare to their mutual fund siblings.
Amazon Impressed in Q3
Google Ad Rebound Lifts Alphabet
Visa Benefits from Travel Bounce Back
BlackRock’s Bring Back Target-Date ETFs
Changes to the ETF Space
What is BlackRock Offering?
ETFs vs. Mutual Funds
Can BlackRock’s Targeted ETFs Be a Part of 401(k)s?
Is BlackRock Successful?
Fed Focused on Higher for Longer, But Rate Cut Talk Likely Coming
Read about topics from this episode.
Amazon Earnings: E-Commerce Improves, AWS Stabilizes, and Margins Surge https://www.morningstar.com/articles/1187599/amazon-earnings-e-commerce-improves-aws-stabilizes-and-margins-surge
Alphabet Earnings: Google Search and YouTube Are Strengthening, and Cloud Is Likely to Accelerate https://www.morningstar.com/articles/1186708/alphabet-earnings-google-search-and-youtube-are-strengthening-and-cloud-is-likely-to-accelerate
Visa Earnings: Quarter Largely Maintains Recent Trends https://www.morningstar.com/articles/1186842/visa-earnings-quarter-largely-maintains-recent-trends
A New Era for Retirement Savings https://www.morningstar.com/funds/new-era-retirement-savings
Fed Meeting: Rates Held Steady, But Options Open for One More Hike https://www.morningstar.com/economy/fed-meeting-rates-held-steady-options-open-one-more-hike
What to watch from Morningstar.
Falling Mutual Fund and ETF Fees a ‘Big Win for Investors’ https://youtu.be/gt9PTjD4RLE?si=jUqZZhqJ6BT1MhTX
TikTok: Risky Tax Advice and Supersize Valuations https://youtu.be/nkufuIPIW8M?si=6avg_v6D7zLDRGaA
Payment Pause Ends: Student Loan Expert Shares Repayment Tips
https://youtu.be/wVr-_KOM3Qw?si=GtSJQNVoPsbXDHia
UAW Strike Raises Investor Risks https://youtu.be/D-fkLxPeVVI?si=HxF5jUQPju2AJmDt
Read what our team is writing:
Ivanna Hampton https://www.morningstar.com/authors/2399/ivanna-hampton
Megan Pacholok https://www.morningstar.com/authors/2320/megan-pacholok
Preston Caldwell https://www.morningstar.com/authors/2047/preston-caldwell
Follow us on social media.
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In today’s episode, Morningstar Research Services’ equities strategist Eric Compton talks about the U.S. banking sector after earnings, and we talk to Dave Sekera, the chief U.S. market strategist for Morningstar Research Services, about scary stocks.
Tesla’s Q3 Took a Hit
Netflix’s Strong Subscriber Growth
United Airlines Predicts Airline Industry Changes
5 Scary Stocks
What Makes These Stocks So Scary?
What If You Own Scary Stocks The Year of Tech
Supply Chain and XPO Stock
Advertising and Content Tech
Education Sector in China
The Most Overvalued Stock
How Often Investors Should Check on Stocks in Their Portfolios
What’s Going on in the Banking Sector?
Big and Regional Banks Q3 Earnings
What is Net Interest Income?
Regulatory Risk and Interest Rate Risk
Bank Stock Picks
Read about topics from this episode.
Tesla Earnings: Price Cuts Weigh on Margins While Cybertruck Launch Officially Scheduled
Netflix Earnings: Stellar Results Show Durable Strengths but Also Some Tailwinds That Should Subside
United Airlines Earnings: Cost Growth Portends Industry Drama as CEO Predicts a Shakeout
2 Big Tech Stocks to Buy
Q4 Stock Market Outlook: Equities Undervalued After Retreat
What Rising Bond Yields Mean for Q3 Bank Earnings
What to watch from Morningstar.
Falling Mutual Fund and ETF Fees a ‘Big Win for Investors’
TikTok: Risky Tax Advice and Supersize Valuations
Payment Pause Ends: Student Loan Expert Shares Repayment Tips
UAW Strike Raises Investor Risks
Read what our team is writing:
Ruth Saldanha
David Sekera
Ivanna Hampton
Eric Compton
Follow us on social media.
Facebook: https://www.facebook.com/MorningstarInc/
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Mark Miller, “Retirement Reboot” author, explains the differences between traditional Medicare and Medicare Advantage, and why timing is important when signing up for Medigap.
Ryan Jackson, Morningstar Research Services manager research analyst, discusses how most actively managed funds outperformed their average passive peer over a 12-month period.
itigroup Q3 Earnings Crushed Estimates
Strong Travel Demand Lifted Delta’s Q3 Earnings
Social Security and Medicare in 2024
The New Social Security COLA
2024 COLA and Retiree’s Budgets
Traditional Medicare vs. Medicare Advantage
Will Medicare Prescription Drug Prices Fall?
Actively-Managed Funds vs. Passive Index Funds
What Drove the Active Fund Rebound?
Active Fund Managers’ Outperformance
How to Choose a Winning Active Fund
Read about topics from this episode.
Citigroup Earnings: Revenue Growth Is Working, but We Won’t Know About Expenses Until 2024
Delta Earnings: Higher Structural Costs Will Lead to New Equilibrium; Fair Value Down $1 to $40
I’m 65 and Still Working. Should I Enroll in Medicare?
Should You Delay Taking Social Security Benefits?
Social Security for Beginners, Part I
2024 Medicare Parts A & B Premiums and Deductibles
Actively Managed Funds Surprise in Market Rebound
Large-Growth Active Fund Managers Have Faced an Uphill Battle
When It Comes to Passive Bond ETFs, the Devil Is in the Details
What to watch from Morningstar.
Falling Mutual Fund and ETF Fees a ‘Big Win for Investors’
TikTok: Risky Tax Advice and Supersize Valuations
Payment Pause Ends: Student Loan Expert Shares Repayment Tips
UAW Strike Raises Investor Risks
Read what our team is writing:
Ivanna Hampton
Ryan Jackson
Mark Miller
Follow us on social media.
Facebook: https://www.facebook.com/MorningstarInc/
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Bryan Armour, director of passive strategies research for North America at Morningstar Research Services, discusses how investors and financial advisors are pushing down mutual fund and ETF fees.
Fund Fees History
Fund Flow Trends
Falling Fund Fees
What is Happening with Retirement Accounts?
Is There a Shift in the Financial Advice Industry?
Why Investors May Not See Savings
What is a ‘Greenium’?
Vanguard Wins Cheapest Average Fund Fees
How Low Can Fund Fees Go?
Two Fund Picks
Read about topics from this episode.
Morningstar's U.S. Fund Fee Study
Can Vanguard Still Compete on Fees?
The Link Between Flows and Fund Ratings
When Should You Own the Underlying Components Rather Than a Fund-of-Funds?
What to watch from Morningstar.
Payment Pause Ends: Student Loan Expert Shares Repayment Tips
UAW Strike Raises Investor Risks
3 of the Best Robo-Advisors, and One of the Worst
Stocks to Consider as the U.S. Pushes to Reclassify Cannabis
Read what our team is writing:
Ivanna Hampton
Bryan Armour
Follow us on social media.
Facebook: https://www.facebook.com/MorningstarInc/
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Tax expert Ed Slott explains why following some tax advice on TikTok could lead to an IRS audit. Jack Shannon, Morningstar Research Services’ senior manager research analyst, pits the valuation of privately held ByteDance against publicly traded rivals Meta and Snap.
How are Companies like ByteDance Valued?
Why Valuations Matter
ByteDance and Tech’s 2023 Rally
TikTok, Meta, and Snap
TikTok’s Business Risks
The “Unicorn of all Unicorns”
IRS Releases Memo About TikTok Trend
Audit Warning
What the TikTok Trust Promoters Are Getting Wrong
How to Protect Yourself
Read about topics from this episode.
How Mutual Funds Are Valuing TikTok, Twitter, and Other Private Companies https://www.morningstar.com/funds/how-mutual-funds-are-valuing-tiktok-twitter-other-private-companies
The Best and Worst Mutual Fund Bets of the Past 25 Years https://www.morningstar.com/funds/best-worst-mutual-fund-bets-past-25-years
IRS Chief Council Memo https://www.irs.gov/pub/lanoa/am-2023-006-508v.pdf
What to watch from Morningstar.
Payment Pause Ends: Student Loan Expert Shares Repayment Tips
https://youtu.be/wVr-_KOM3Qw?si=GtSJQNVoPsbXDHia
UAW Strike Raises Investor Risks https://youtu.be/D-fkLxPeVVI?si=HxF5jUQPju2AJmDt
3 of the Best Robo-Advisors, and One of the Worst https://youtu.be/BSoSdJdUFKU?si=4K7BciRIHIq7Run9
Stocks to Consider as the U.S. Pushes to Reclassify Cannabis https://youtu.be/fME1Oyit2CY?si=XbvRY1fz-etDjn4o
Read what our team is writing:
Ivanna Hampton https://www.morningstar.com/authors/2399/ivanna-hampton
Jack Shannon https://www.morningstar.com/authors/2372/jack-shannon
Follow us on social media.
Facebook: https://www.facebook.com/MorningstarInc/
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LinkedIn: https://www.linkedin.com/company/5161/
Betsy Mayotte, founder of The Institute of Student Loan Advisors, explains the benefits of federal student loan repayment plans, and the loophole that makes Parent Plus loans eligible for the SAVE plan.
New-Home Sales Have Remained Resilient
FedEx Missed Morningstar’s Expectations
Microsoft’s Activision Blizzard Buyout
Student Loan Repayments and “The Institute of Student Loan Advisors”
How To Prepare for Student Loan Payments
Younger Borrowers vs. Older Borrowers
Shifting Student Debt
Risks of Defaulting on Federal Student Loan Debt in Retirement
The SAVE Repayment Plan
What Rising Bond Yields Mean for Investors
Read about topics from this episode.
Incentives and Speculative Building Have Boosted New-Home Sales; We Now See More Starts in 2023
FedEx Earnings: Global Package Demand Still Sluggish, but Ground Margins Impress
Activision Blizzard: Sale to Microsoft Will Likely Close in October
Student Loan Repayments Are Back. What Does That Mean for Your Financial Plan?
Information on Limited Forgiveness Opportunities and Repayment Restart
What to watch from Morningstar.
UAW Strike Raises Investor Risks
3 of the Best Robo-Advisors, and One of the Worst
Stocks to Consider as the U.S. Pushes to Reclassify Cannabis
“Ripped Off” to a “Better Deal” – How Investors Fared Since the Market-Timing Scandal
Read what our team is writing:
Ivanna Hampton
Follow us on social media.
Facebook: https://www.facebook.com/MorningstarInc/
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Also, why Morningstar thinks the Federal Reserve will cut interest rates earlier than projected.
Dave Whiston, U.S. autos equity analyst for Morningstar Research Services, says the demands from the UAW strike could bankrupt the Big Three automakers.
Apple’s Innovation in Q3
Smucker’s is Growing Its Snacking Portfolio
Morningstar Expects More Deals from Disney
An Unprecedented UAW Strike
What are the UAW Strike Counteroffers?
Advantages and Disadvantages of a Standup Strike
Would Meeting the Strike’s Demands Make the Big Three Automakers Less Competitive?
UAW Strike Risks to Investors
15:54 Ford and GM Stocks
17:21 We Expect Faster Pace of Interest-Rate Cuts Than the Fed
Read about topics from this episode.
Disney and Charter: A New Carriage Agreement Points to Improved Content Strategies https://www.morningstar.com/articles/1180340/disney-and-charter-a-new-carriage-agreement-points-to-improved-content-strategies
Qualcomm: Supply Agreement With Apple Doesn’t Alter Our Long-Term Valuation https://www.morningstar.com/articles/1180169/qualcomm-supply-agreement-with-apple-doesnt-alter-our-long-term-valuation
Smucker: Price Paid for Hostess Looks Fair, but Past Execution Mistakes Worry Investors
https://www.morningstar.com/articles/1180281/smucker-price-paid-for-hostess-looks-fair-but-past-execution-mistakes-worry-investors
What the First-Ever UAW Strike at All 3 Detroit Automakers Could Mean https://www.morningstar.com/stocks/what-first-ever-uaw-strike-all-three-detroit-automakers-could-mean
When Will the Fed Start Cutting Interest Rates? https://www.morningstar.com/markets/when-will-fed-start-cutting-interest-rates
What to watch from Morningstar.
3 of the Best Robo-Advisors, and One of the Worst https://youtu.be/BSoSdJdUFKU?si=4K7BciRIHIq7Run9
Stocks to Consider as the U.S. Pushes to Reclassify Cannabis https://youtu.be/fME1Oyit2CY?si=XbvRY1fz-etDjn4o
“Ripped Off” to a “Better Deal” – How Investors Fared Since the Market-Timing Scandal https://youtu.be/yqmEo6PN7V0?si=hpAqff9EiQ2EEI2-
Economy Outshines ‘Uneventful Earnings' https://youtu.be/SCR-epYX0ts?si=MQWffECd7EFSGj1l
Read what our team is writing:
Ivanna Hampton https://www.morningstar.com/authors/2399/ivanna-hampton
Preston Caldwell https://www.morningstar.com/authors/2047/preston-caldwell
David Whiston https://www.morningstar.com/authors/766/david-whiston
Follow us on social media.
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Morningstar Research Services’ Amy Arnott, portfolio strategist, and Gabe Denis, senior manager research analyst, discuss how the lines are blurring between robo-advisors and traditional financial advisors.
Timestamps:
What's a Robo-Advisor?
Investor Benefits From Robo-Advisors
Did 2022 Stand Up Against 2023?
Tax Loss Harvesting
Limitations of Digital Investment Advice
Robo-Advice vs. Human Advice
Robo-Advisor Fees
The Best Robo-Advisors Advisors of 2023
Schwab Intelligent Portfolios
Fidelity Go
Vanguard Robo-Advisor
The Worst Robo-Advisor
Read about topics from this episode.
The Best Robo-Advisors of 2023
What Is a Robo-Advisor?
Should You Be Using a Robo-Advisor?
Are Robo-Advisors Worth Your Investment?
What to watch from Morningstar.
Stocks to Consider as the U.S. Pushes to Reclassify Cannabis
“Ripped Off” to a “Better Deal” – How Investors Fared Since the Market-Timing Scandal
Economy Outshines ‘Uneventful Earnings'
Microsoft Bets Big on AI: What Investors Should Know, Part Two
Read what our team is writing:
Ivanna Hampton
Amy C. Arnott
Gabriel Denis
Follow us on social media.
Facebook: https://www.facebook.com/MorningstarInc/
Twitter: https://twitter.com/MorningstarInc
Instagram: https://www.instagram.com/morningstar...
LinkedIn: https://www.linkedin.com/company/5161/
In today’s episode, Morningstar Inc’s investment specialist Susan Dziubinski highlights three dividend stocks, while Kristoffer Inton, consumer equity strategist at Morningstar Research Services, talks all the latest developments in the cannabis space.
Salesforce Soared Among the Clouds
United Auto Workers Vote to Approve a Strike
Best Buy’s Better Q2
Cannabis Stocks Slow Growth
HHS Recommends Rescheduling Cannabis
Canadian Cannabis Companies
Cannabis Stocks Look Cheap
Cannabis Stock Outlook
Read about topics from this episode.
Salesforce Earnings: Strong Margins, Share Buybacks, CRPO Growth Drive Good Quarter
UAW Strike Likely at Stellantis, and Striking All the Detroit Three at Once Is Possible
Best Buy Earnings: Solid Quarter Overshadowed by Weak Industry Environment; Shares Remain Cheap
Cannabis Shares Rally On Recommendation for Less Stringent Prohibition
What to watch from Morningstar.
Economy Outshines ‘Uneventful Earnings'
Microsoft Bets Big on AI: What Investors Should Know, Part Two
Microsoft Bets Big on AI: What Investors Should Know, Part One
Interest-Rate Forecast: What’s Next?
Read what our team is writing:
Ruth Saldanha
Kristoffer Inton
Susan Dziubinski
Dave Sekera
Follow us on social media.
Facebook: https://www.facebook.com/MorningstarInc/
Twitter: https://twitter.com/MorningstarInc
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LinkedIn: https://www.linkedin.com/company/5161/
In today’s episode, Russ Kinnel, director of manager research for Morningstar Research Services, talks about the 2003 mutual fund scandal that resulted in allegations of market-timing and late trading. He also discusses increased transparency and lessons for investors.
Timestamps:
00:44 Will Investors Try Birkenstock on For Size?
02:04 NVIDIA’s Sky-High Performance
03:32 Mutual Fund Scandal’s 20th Anniversary
22:19 5 Stocks to Sell Before Labor Day
Read about topics from this episode.
Birkenstock IPO: Will Investors Find the Price Uncomfortable?
After Nvidia Stock’s Huge Rally, 6 Key Things to Watch in Q2 Earnings
After Earnings, Is Nvidia Stock a Buy, a Sell, or Fairly Valued?
The 5 Biggest Mutual Fund Rating Upgrades of 2023
3 High-Dividend Stocks to Avoid
5 Stocks To Buy as Q2 Earnings Season Wraps Up
What to watch from Morningstar.
Economy Outshines ‘Uneventful Earnings'
Microsoft Bets Big on AI: What Investors Should Know, Part Two
Microsoft Bets Big on AI: What Investors Should Know, Part One
Interest-Rate Forecast: What’s Next?
Read what our team is writing:
Ivanna Hampton
Russel Kinnel
David Sekera
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Episode notes: In today’s episode, Tom Lauricella, Morningstar Inc’s chief markets editor, talks about the strong economy and where investors can find some opportunities.
Timestamps:
Earnings Season Trends
Apple and Amazon Earnings
What Did We See from the Banks in Q2?
Key Trends and the U.S. Economy
Will There Be a Recession?
Inflation Trends
Fed and Interest Rates Outlook
Stock Market Outlook
Near-Term Stock Outlook
What Headwinds Could the Stock Market Face?
Takeaways forrom 2023
Read about topics from this episode.
July Jobs Report Suggests Economy on Track for ‘Immaculate Disinflation’
Markets Brief: Is the Stock Rally Broadening?
July CPI Report Cements Improved Inflation Picture
5 Stocks To Buy as Q2 Earnings Season Wraps Up
The Stock Market Is Now Fairly Valued. Here’s What to Do Next.
Subscribe to Smart Investor! [IH1]
What to watch from Morningstar.
Microsoft Bets Big on AI: What Investors Should Know, Part Two
Microsoft Bets Big on AI: What Investors Should Know, Part One
Interest-Rate Forecast: What’s Next?
What To Do With Your Cash Right Now
Read what our team is writing:
Ivanna Hampton
Tom Lauricella
Follow us on social media.
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@Jessica Bebel Nice touch! Thanks for including. [IH1]
In this two-part episode, Dan Romanoff, a senior equity analyst for Morningstar Research Services, talks about Microsoft’s AI advantage and its closest competition.
Timestamps:
Big Tech and AI
What Gives the More Established Companies an Edge?
Small Companies and AI
What’s Next for Microsoft and AI?
How to Integrate AI
Will People Have to Pay to Interact With for Artificial Intelligence?
AI Hype vs. AI Reality
Will Google Be Next to Lead the AI Race? The Chase in the AI Race
Microsoft Stock Outlook
Read about topics from this episode.
After Earnings, Is Microsoft Stock a Buy, a Sell, or Fairly Valued?
Microsoft and AI: Believe the Hype?
Microsoft Earnings: Solid Performance, With Azure Strength Offset by Margin Pressure in 2024
Before Investing in AI Stocks, Consider This
Microsoft Stock vs. Alphabet Stock: Which Is a Better Buy?
What to watch from Morningstar.
Interest-Rate Forecast: What’s Next?
What To Do With Your Cash Right Now
Nasdaq 100 Rebalance: What It Means for Your Portfolio
Hiring a Financial Advisor? Honesty Counts (With Yourself, Too)
Read what our team is writing:
Ivanna Hampton
Dan Romanoff
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: In this two-part episode, Dan Romanoff, a senior equity analyst for Morningstar Research Services, talks about Microsoft’s AI advantage and its closest competition.
Timestamps:
OpenAI’s Origin Story
OpenAI Dropped ChatGPT-4
Microsoft and Open AI Partnership
What is AI’s Market Size?
NVIDIA’s Role in Microsoft's AI
Read about topics from this episode.
After Earnings, Is Microsoft Stock a Buy, a Sell, or Fairly Valued?
Microsoft and AI: Believe the Hype?
Microsoft Earnings: Solid Performance, With Azure Strength Offset by Margin Pressure in 2024
Before Investing in AI Stocks, Consider This
What to watch from Morningstar.
Interest-Rate Forecast: What’s Next?
What To Do With Your Cash Right Now
Nasdaq 100 Rebalance: What It Means for Your Portfolio
Hiring a Financial Advisor? Honesty Counts (With Yourself, Too)
Read what our team is writing:
Ivanna Hampton
Dan Romanoff
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Facebook: https://www.facebook.com/MorningstarInc/
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In today’s episode, Preston Caldwell, senior U.S. economist for Morningstar Research Services, explains why he thinks the Federal Reserve is done raising interest rates and when he expects the cuts to start.
Meta’s “App-y” Family
Microsoft’s Strong Q4
Barbie Boost Could Fall
Interest Rates Outlook
Will There Be Future Interest Rate Hikes?
Inflation Is Falling
The Economy is Strong
How Long Will Economic Growth Last?
When Will the Fed Start Cutting Interest Rates?
Retiring Earlier Than Expected? How to Manage Your Finances
Read about topics from this episode.
After Earnings, Is Meta Stock a Buy, a Sell, or Fairly Valued?
Microsoft Earnings: Solid Performance, With Azure Strength Offset by Margin Pressure in 2024
When Will the Fed Start Cutting Interest Rates?
Fed’s Powell Talks Tough After Rate Hike, But a Pause Seen Likely From Here
4 Financial Tasks You Shouldn’t Put Off
What to watch from Morningstar.
What To Do With Your Cash Right Now
Nasdaq 100 Rebalance: What It Means for Your Portfolio
Hiring a Financial Advisor? Honesty Counts (With Yourself, Too)
Firing Your Financial Advisor? When To Stay, When To Go
Read what our team is writing:
Ivanna Hampton
Preston Caldwell
Christine Benz
Susan Dziubinski
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In today’s episode, Madeline Hume, a NEXT senior research analyst for Morningstar Research Services, talks about how high cash rates will affect bonds.
Netflix Surpassed Expectations
United Airlines Q2 Results Soared
PNC Projected Slower Growth
Inflation, Cash, and Bonds
Bond Outlook 2023
Why Should Investors Consider Bonds?
Opportunity Costs of Holding Money in Bond Funds
Income In Investor’s Portfolio
5 Surprising Investments That Shouldn’t Be Long-Term Core Holdings
Read about topics from this episode.
Netflix Earnings: Solid Results as Paid Sharing Boosts Subscriber Growth
United Airlines Earnings: Robust Q2, but Costs Rising on Upgrades and New Labor Agreements
PNC Earnings: Funding Pressure Remains, but Smaller Changes to Outlook\
Is It Time to Break Up With the Bonds in Your Portfolio?
What Role Should Cash Play in Your Portfolio?
What to watch from Morningstar.
Nasdaq 100 Rebalance: What It Means for Your Portfolio
Hiring a Financial Advisor? Honesty Counts (With Yourself, Too)
Firing Your Financial Advisor? When To Stay, When To Go
Midyear Market News: 'Unusual' Stock Rally and Today’s Sticky Inflation
Read what our team is writing:
Ruth Saldanha
Madeline Hume
Christine Benz
Amy C. Arnott
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In today’s episode, Ryan Jackson, a manager research analyst for Morningstar Research Services, talks about how the Nasdaq 100 rebalancing will affect Invesco QQQ Trust and other funds tracking the growth-focused index.
Timestamps:
JPMorgan Starts Strong in Q3 0:40
Threads Breaks Records but Will It Produce Profits? 1:47
Uber and Domino’s Deliver a New Deal 2:57
The Nasdaq 100 Needs Changing 4:02
What is the Nasdaq 100? 4:32
The ‘Magnificent Seven’6:16
The Nasdaq’s Special Rebalance 7:32
Which Companies Will Gain from the Rebalance? 8:42
How Will the Nasdaq’s Rebalance Affect ETFs? 9:52
Money Market Funds vs. CDs: How To Choose 11:33
Read about topics from this episode.
JPMorgan Earnings: Revenue Outlook Increased Again as Higher Rates Boost Net Interest Income
Meta Platforms: An Impressive Start for Threads, but Questions Remain
Uber: Strong Network Effect Has Brought Domino’s Onboard
What the Nasdaq 100 Rebalance Means for ETF and Index Fund Investors
7 Charts on U.S. Fund Flows in the First Half of 2023
ETFs Close Mild First Half with an Exclamation Point
Choosing a Better Index ETF
What to watch from Morningstar.
Hiring a Financial Advisor? Honesty Counts (With Yourself, Too)
Firing Your Financial Advisor? When To Stay, When To Go
Spot Hidden Crypto Stocks and Funds in Your Portfolio
Midyear Market News: 'Unusual' Stock Rally and Today’s Sticky Inflation
Read what our team is writing:
Ivanna Hampton
Ryan Jackson
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Ivanna Hampton on Twitter: @IvannaHampton
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In today’s episode, Morningstar Inc’s Dr. Danielle Labotka, behavioral scientist, and Sam Lamas, senior behavioral researcher, explore the emotions around asking for help with money.
In today’s episode, Morningstar Inc’s Sam Lamas, senior behavioral researcher, and Dr. Danielle Labotka, behavioral scientist, discuss the importance of setting expectations on both sides.
In today’s episode, Manan Agarwal, quantitative analyst for Morningstar Research Services, explains why cryptocurrencies aren’t hedges against stocks or inflation.
In today’s episode, Tom Lauricella, Morningstar Inc’s chief markets editor and Smart Investor newsletter editor, talks about the hype versus reality in the AI boom and the optimism about a soft landing.
Timestamps
00:00 Introduction
00:31 The Fed Holds Rates Steady
01:39 Bank Failures
02:31 Jerome Powell’s Thoughts On Inflation
03:26 Outlook For Interest Rate Cuts
04:25 Are We in a Bull Market?
05:20 Concentrated Stock Markets
07:08 AI and the Stock Market Rally
08:13 Look Under the AI Hood
09:04 Bonds in 2023
10:24 Bond Investors Looking for High Yields
11:35 Market Takeaways for 2023
Read about topics from this episode.
May CPI Report Suggests Inflation Is Turning a Corner https://www.morningstar.com/markets/may-cpi-report-suggests-inflation-is-turning-corner
Strong May Jobs Report Shows Any Recession is Still Out on the Horizon https://www.morningstar.com/markets/strong-may-jobs-report-shows-any-recession-is-still-out-horizon
Fed Meeting Preview: Will Powell Unveil a Rate-Hike Pause or a ‘Skip’? https://www.morningstar.com/markets/fed-meeting-preview-will-powell-unveil-rate-hike-pause-or-skip
U.S. Stock Market Outlook: June 2023 https://www.morningstar.com/markets/us-stock-market-outlook-june-2023
5 Charts On the Super Concentrated Stock Market https://www.morningstar.com/markets/5-charts-about-super-concentrated-stock-market
What Is Bitcoin Worth? https://www.morningstar.com/alternative-investments/what-is-bitcoin-worth
BlackRock’s Rieder: Grab High Yields on Super-Safe Bonds While You Can https://www.morningstar.com/markets/blackrocks-rieder-grab-high-yields-super-safe-bonds-while-you-can
Regulatory Limbo Likely for Coinbase as SEC Brings Charges https://www.morningstar.com/stocks/sec-brings-charges-against-coinbase
What to watch from Morningstar.
Gain From the Weight-Loss Trend With These Stocks https://youtu.be/MwxQTNZ2L5w
Double Trouble: How the Dot-Com and Tech Bubbles Compare https://youtu.be/4_mP4nftQss
What to Do as Recession Fears Grip Investors https://youtu.be/F-hCrdpxWKI
Just Where’s the U.S. Economy Headed? https://youtu.be/IiZGjhUcPoE
Read what our team is writing:
Ivanna Hampton https://www.morningstar.com/authors/2399/ivanna-hampton
Tom Lauricella https://www.morningstar.com/authors/1953/tom-lauricella
Follow us on social media.
Ivanna Hampton on Twitter: @IvannaHampton
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In today’s episode, Kiersten and Julien Saunders, rich & REGULAR podcast hosts and authors of “Cashing Out,” discuss how they made FIRE work for their lifestyle, the weight of building generational wealth, and why “elevating the everyday” is important.
rich & REGULAR hosts at the Morningstar Investment Conference
Are You Comfortable Talking About Money?
Joining the FIRE Movement
Building Generational Wealth
The Racial Wealth Gap
How to Turn a Side Hustle into Extra Wealth
"Are We…an Aldi Family Now?”
Money Conversations and Pursuing Financial Freedom
Read about topics from this episode.
How to Have More Productive Conversations About Money
Can You Retire Soon?
How to Find Funds That Address Systemic Racism and the Wealth Gap
11 Charts Examining the Racial Wealth Gap
How to Achieve Black Generational Wealth
What to watch from Morningstar.
Gain From the Weight-Loss Trend With These Stocks
Double Trouble: How the Dot-Com and Tech Bubbles Compare
What to Do as Recession Fears Grip Investors
Just Where’s the U.S. Economy Headed?
Read what our team is writing:
Ivanna Hampton
Follow us on social media.
Ivanna Hampton on Twitter: @IvannaHampton
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Everyone’s been talking about the drug semaglutide, used to treat Type 2 diabetes. It’s marketed under the brand names Ozempic, Wegovy, and now, Mounjaro. Are any of the drugmakers a buy?
Salesforce’s Successful Quarter
HP is Having Problems
Macy’s Misses the Mark
Diabetes Drugs Take Over
Biotech Frontrunners
Why is Pfizer Underperforming?
Semaglutide Risks
Biotech Stock Picks
What Higher Yields Mean for Retired ‘Bucket’ Investors
Read about topics from this episode.
Salesforce Earnings: Margins Shine As New Signs of Pressure Remove Some Luster
HP Earnings: Sales Remain Soft, Although Improvement Is on the Horizon; Shares Fairly Valued
Macy’s Earnings: Lowered Outlook on Waning Spending Overshadows Positives; Shares Undervalued
Novo Nordisk and Eli Lilly Lead Potential $60 Billion Obesity Drug Market; Valuations Look Rich
Obesity Drug Stocks: Time to Buy?
What to watch from Morningstar.
Double Trouble: How the Dot-Com and Tech Bubbles Compare
What to Do as Recession Fears Grip Investors
Just Where’s the U.S. Economy Headed?
Active ETFs Take Off –– 3 Ideas for Investors
Read what our team is writing:
Ruth Saldanha
Karen Andersen
Susan Dziubinski
Christine Benz
Follow us on social media.
Ruth Saldanha on Twitter: @karishmaruth
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In today’s episode, Jack Shannon, equities strategies senior analyst for Morningstar Research Services, talks about why active fund managers seemed to repeat the same mistakes.
- Why did you decide to analyze these two investing periods?
- Examples of the market chasing companies pursuing growth at any cost
- What do you think drove active fund managers to snap up growth stocks as valuations skyrocketed?
- How can individual investors spot a bubble?
- Tech Bubble damage
- What surprised you when you compared the Dot-Com and Tech Bubbles?
- How did the interest rate environments play a role?
Read about topics from this episode.
For Growth Managers, History Repeats Itself
Want to Invest Successfully? Quit Trying to Make Sense of It
What to watch from Morningstar.
What to Do as Recession Fears Grip Investors
Just Where’s the U.S. Economy Headed?
Active ETFs Take Off –– 3 Ideas for Investors
Berkshire Hathaway: 4 Questions and 5 Cheap Stocks
Read what our team is writing:
Ivanna Hampton
Jack Shannon
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Ivanna Hampton on Twitter: @IvannaHampton
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In today’s episode, Mark Miller, a Morningstar contributor, and author of “Retirement Reboot,” discusses the debate over whether HSAs are the right path to expand affordable healthcare.
Home Depot Gets Hit
Investors Should Wait on Target
Walmart Wows in Economic Environment
Shopping for a 529 Plan?
HSA Boost in 2024
New HSA Contributions
HSAs May Work Best as Tax Shelters
Using HSAs in New Ways
Paths to Healthcare Coverage
How To Recession-Proof Your Portfolio
Read about topics from this episode.
Walmart Earnings: Solid Sales as Chain Benefits from Consumers’ Focus on Value
Target Earnings: Theft, Mix Weigh on Earnings, but Distribution Improvements Should Help in Long Term
Home Depot Earnings: Tough Macro Environment Weighs on Sales Momentum
529 Tax Benefits: How Does Your State Stack Up?
HSAs May Work Best as Tax Shelters
What’s the Best-Performing Asset Type During a Recession?
What to watch from Morningstar.
Just Where’s the U.S. Economy Headed?
Active ETFs Take Off –– 3 Ideas for Investors
Berkshire Hathaway: 4 Questions and 5 Cheap Stocks
Morningstar Investment Conference: Recession Risks and the Markets
Read what our team is writing:
Ivanna Hampton
Mark Miller
Christine Benz
Susan Dziubinski
Follow us on social media.
Ivanna Hampton on Twitter: @IvannaHampton
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In today’s episode, Preston Caldwell, senior U.S. economist for Morningstar Research Services, discusses the U.S. debt ceiling, banking sector crisis, and strong jobs market.
Introduction
Disney’s Disappointing Fiscal Q2
PayPal Strong Start to 2023
Shopify’s Stellar Quarter
Talk about where it looks like inflation is headed. -
What are your thoughts on whether we're headed toward an 11th interest rate hike or a pause?
What's happening in the jobs market?
What is the debt ceiling and how does it work?
Are there any other areas that people should be looking out for if debt default were to happen?
What kind of fallout will recent bank failures have on the economy?
3 Inflation-Fighting ETFs
Read about topics from this episode.
Disney Earnings: Smaller Streaming Losses Are Nice, but Subscriber Growth Needs Reinvigorating
PayPal Earnings: Growth Picks Up, Strong Margin Improvement
Shopify Earnings: Strong Results as Revenue and Profitability Top Expectations
Fed’s Powell Hints at—but Doesn’t Commit to—a Pause After the Latest Rate Hike
When Will the Fed Start Cutting Interest Rates?
What Will the Upcoming GDP Report Show About the U.S. Economy?
What to watch from Morningstar.
Active ETFs Take Off –– 3 Ideas for Investors
Berkshire Hathaway: 4 Questions and 5 Cheap Stocks
Morningstar Investment Conference: Recession Risks and the Markets
Planning to Retire Soon? Flexibility and Spending Count
Read what our team is writing:
Ivanna Hampton
Preston Caldwell
Daniel Sotiroff
Follow us on social media.
Ivanna Hampton on Twitter: @IvannaHampton
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LinkedIn: https://www.linkedin.com/company/5161/
In today’s episode, Bryan Armour, director of passive strategies research for North America for Morningstar Research Services, discusses what costs can tell investors about a fund’s success.
- Introduction
- Apple outperforms in iPhone and services
- SoFi Technolgies benefit from more deposits and rising interest rates
- Ford's first-quarter earnings beat estimates
- Coinbase’s losses narrow
- The Active ETF boom & 3 investment ideas
- Best Practices for Tax-Efficient Portfolio Management
Read about topics from this episode.
Apple Earnings: Hardware Headwinds Look Ominous; Stock Overvalued Versus $150 Fair Value Estimate
SoFi Earnings: Deposit Growth Drives Net Interest Income Higher, but Growth Slows Sequentially
Ford Earnings: Strong Year-Over-Year Improvement and a Cash-Rich Balance Sheet Are Good to See
Reducing Fair Value Estimate for Coinbase
The New Frontier of Active Investing
Michael Kitces: How Higher Yields Affect Asset Allocation and Retirement Planning
What to watch from Morningstar.
Berkshire Hathaway: 4 Questions and 5 Cheap Stocks
Morningstar Investment Conference: Recession Risks and the Markets
Planning to Retire Soon? Flexibility and Spending Count
Where Can the Automotive Industry Go From Here?: Part Two
Read what our team is writing:
Ivanna Hampton
Bryan Armour
Follow us on social media.
Ivanna Hampton on Twitter: @IvannaHampton
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In today’s episode, Gregg Warren, a senior stock analyst for Morningstar Research Services, talks about Berkshire’s excess cash and whether the firm’s class B stock is a buy.
Timestamps:
Facebook and Instagram parent Meta has reported first-quarter growth.
Microsoft reported a strong fiscal third quarter
E-commerce and advertising growth drove Amazon's first-quarter results.
Southwest Airlines’ first quarter results arrived as expected.
Berkshire Hathaways' annual meetings
What are you listening for at this weekend's meeting?
Charlie Munger issued a warning about commercial property loans
Do you see Munger and Buffett doing something during this banking crisis?
What has Warren Buffet done during past recessions and what can investors learn from him?
Berkshire Hathaway stocks offer two types, Class A and Class B. What are the similarities and what are the differences?
What are a few stocks in Berkshire's portfolio that Morningstar considers undervalued?
4 Great Dividend Funds
Read about topics from this episode.
Meta Earnings: Reels Monetization Becoming a Reality While Network Effect Remains Intact
Microsoft Earnings: All-Around Strength, Including Azure, Demonstrates Resiliency
Amazon Earnings: E-Commerce and Advertising Drive Good Quarter While AWS Decelerates Further
Southwest Airlines Earnings: Pivots Some Capacity and Takes Unit Cost Hit, Most of It Is Temporary
Is Berkshire Hathaway Stock a Buy Today?
10 Questions for Berkshire Hathaway’s 2023 Annual Meeting
What to watch from Morningstar.
Morningstar Investment Conference: Recession Risks and the Markets
Planning to Retire Soon? Flexibility and Spending Count
Where Can the Automotive Industry Go From Here?: Part Two
Where Can the Automotive Industry Go From Here?: Part One
Read what our team is writing:
Ivanna Hampton
Greggory Warren
Follow us on social media.
Ivanna Hampton on Twitter: @IvannaHampton
Facebook: https://www.facebook.com/MorningstarInc/
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LinkedIn: https://www.linkedin.com/company/5161/
In today’s episode, Russ Kinnel, director of manager research for Morningstar Research Services, and Tom Lauricella, chief markets editor for Morningstar Inc., discuss several conference themes, including the banking crisis, bonds, and growth stocks.
What was the overall sentiment about the markets and risks of a recession?
Highlights from PIMCO’s Dan Ivascyn’s viewpoint on bonds
Growth stocks outlook
Insights from Schwab’s Liz Ann Sonders on global challenges’ impacting markets
Takeaways from Former U.S. Treasury Secretary Larry Summers on banking crisis, soft landing, and debt ceiling debate
International stocks outlook
Highlights from NYU finance professor Aswath Damodaran on ESG and calls for improvement
Lessons from dot-com bubble and financial crisis that could apply today
What themes emerged from the conference?
What surprised you at the conference this year?
Read about topics from this episode.
When Will the Fed Start Cutting Interest Rates?
Climate Tech Opportunities Attract Investors
Should You Be Worried About the Health of Social Security?
Don’t Fight the Fed
Social Security Planning for Married Couples
What’s Ahead for Vanguard in 2023
7 Cheap EV Supply Chain Stocks
What’s Ahead for BlackRock in 2023
What to watch from Morningstar.
Planning to Retire Soon? Flexibility and Spending Count
Where Can the Automotive Industry Go From Here?: Part Two
Where Can the Automotive Industry Go From Here?: Part One
How Do Vanguard’s Target-Date Funds Stack Up?
Read what our team is writing:
Ivanna Hampton
Tom Lauricella
Russel Kinnel
Follow us on social media.
Russel Kinnel on Twitter: @RussKinnel
Ivanna Hampton on Twitter: @IvannaHampton
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In today’s episode, Leslie Norton, Morningstar Inc’s editorial director for sustainability, talks about Earth Day 2023 and sustainable investing.
- JPMorgan Chase’s Profits Look Strong
- Delta’s Soaring Operating Costs
- Warner Bros. Releasing “Max”
- Investment in Climate Tech
- The Inflation Reduction Act and Greenhouse Gas Emissions
- Carbon Tech’s Record-Breaking Year
- Tough Market Climate for Climate Tech
- What Should Investors Know About Sustainable Investing and Earth Day?
- Earth Day 2023 coverage on Morningstar.com
- Can You Retire Soon?
Read about topics from this episode.
JPMorgan Beats Earnings, Grows Deposits, and Raises Revenue Outlook.
Warner Bros. Discovery’s Has In-Line End to 2022
Delta Earnings: Postpandemic Wanderlust and Pinched Capacity Offer a Rare Opportunity for Airlines
Earth Day 2023: 3 Food and Agriculture Stocks to Add to Your Shopping Basket
Earth Day 2023: Can’t Plant a Tree? These 2 Lumber Stocks Score High on Sustainability
Earth Day 2023: 6 Top-Rated Funds From Sustainable-Investing Pioneers
Earth Day 2023: What to Know About Carbon-Capture Technologies
How Worried Should New Retirees Be About Market Losses and High Inflation?
What’s a Safe Withdrawal Rate Today?
What to watch from Morningstar.
Where Can the Automotive Industry Go From Here?: Part Two
Where Can the Automotive Industry Go From Here?: Part One
How Do Vanguard’s Target-Date Funds Stack Up?
Why the Nasdaq 100 Isn’t a Particularly Good Investment
Read what our team is writing:
Ivanna Hampton
Leslie Norton
Follow us on social media.
Leslie Norton on Twitter: @leslienortonnyc
Ivanna Hampton on Twitter: @IvannaHampton
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LinkedIn: https://www.linkedin.com/company/5161/
In this two-part episode, Dave Whiston, U.S. autos equity analyst for Morningstar Research Services, discusses the industry’s outlook and two cheap stocks.
- Reasons to be optimistic about U.S. auto demand
- How are automakers going to convince people to buy or lease a new car?
- Will the trend of new car loan terms stretching out continue?
- Why drivers are now favoring crossovers and SUVs over sedans
- Tesla vs. GM electric vehicles
- GM is calling itself an auto tech company
- Cheap Auto Stock Picks
Read about topics from this episode.
4 Auto Stocks to Buy in 2023
5 ESG Risks and 5 Bargains in Auto Stocks
Is Tesla Stock a Buy or Sell Right Now?
What to watch from Morningstar.
Where Can the Automotive Industry Go From Here?: Part One
How Do Vanguard’s Target-Date Funds Stack Up?
Why the Nasdaq 100 Isn’t a Particularly Good Investment
Where to Invest: Stocks or CDs?
Read what our team is writing:
David Whiston
Ivanna Hampton
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Ivanna Hampton on Twitter: @IvannaHampton
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In this two-part episode, Dave Whiston, U.S. autos equity analyst for Morningstar Research Services, discusses the industry’s outlook and two cheap stocks.
00:11 Introduction
00:42 Themes in the auto industry for 2023
01:28 Where does auto inventory stand now?
03:21 Which automakers took the brunt of this inventory drop?
05:37 When are used car prices expected to come down?
09:06 Recommendations for car buyers
09:51 What’s the trickledown effect on leasing?
11:29 Could we see an auto bubble?
13:46 The auto industry recession
17:36 Where can the U.S. auto industry go from here?
Read about topics from this episode.
4 Auto Stocks to Buy in 2023
5 ESG Risks and 5 Bargains in Auto Stocks
How to Navigate a Recession
What to watch from Morningstar.
How Do Vanguard’s Target-Date Funds Stack Up?
Why the Nasdaq 100 Isn’t a Particularly Good Investment
Where to Invest: Stocks or CDs?
Is Berkshire Hathaway Stock a Buy After Rocky Results?
Read what our team is writing:
David Whiston
Ivanna Hampton
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In today’s episode, Seth Goldstein, equities strategist for Morningstar Research Services, discusses the global forecast for electric vehicle expansion.
00:06 Introduction
00:35 Cash App owner pushes back against fraud claims
01:57 T. Rowe Price faces headwinds
02:56 Vanguard Dividend Growth’s manager to step down
04:05 Investing in the battery electric vehicle supply chain
08:00 Has Vanguard’s target-date fund series lost its edge?
Read about topics from this episode.
Short-Seller Hindenburg Claims Block’s Cash App Is Built on Fraud
T. Rowe Price Continues to Face Headwinds Created by a Rising Interest Rate Environment
Vanguard Dividend Growth’s Longtime Manager to Step Down in 2024
What to watch from Morningstar.
Why the Nasdaq 100 Isn’t a Particularly Good Investment
Why the Banking Crisis Is a Big Deal
Where to Invest: Stocks or CDs?
Is Berkshire Hathaway Stock a Buy After Rocky Results?
Read what our team is writing:
Megan Pacholok
Jason Kephart
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Ivanna Hampton on Twitter: @IvannaHampton
Jason Kephart on Twitter: @JasonKephart
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Most people think buying any one of the major U.S. indexes is a good bet, but we tell you why the Nasdaq 100 isn’t a particularly good investment, and you can gain some valuable insights into your financial and investment plans from your tax forms.
00:06 Introduction
00:25 T-Mobile Is Buying Mint Mobile
01:25 Uber, Lyft, and Door Dash Drivers Can Remain Independent Contractors
02:21 Potential TikTok Ban Could Benefit Rivals
03:18 Why the Nasdaq 100 Falls Short
10:06 What You Can Learn From Your Tax Return
Read about topics from this episode.
T-Mobile Takes a Small Strategic Threat off the Table by Buying Mint
Uber, Lyft, and DoorDash Receive a Favorable California Appeals Court Ruling; No FVE Changes
Potential TikTok Ban in U.S. Would Benefit Google, Meta, and Snap
Why the Nasdaq Isn’t a Particularly Good Investment
What to watch from Morningstar.
Why the Banking Crisis Is a Big Deal
Where to Invest? Stocks or CDs?
Is Berkshire Hathaway Stock a Buy After Rocky Results?
Should You Fund Your 401(k) First or Your IRA?
Read what our team is writing:
Ryan Jackson
Christine Benz

Follow us on social media.
Ruth Saldanha on Twitter: @KarishmaRuth
Ryan Jackson on Twitter: @TheETFObserver
Christine Benz on Twitter: @Christine_Benz
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In today’s episode, Travis Miller, an energy and utilities strategist for Morningstar Research Services, discusses the potential earnings growth for the utilities sector, and which stocks are undervalued.
00:06 Introduction
00:35 Pfizer to Acquire Cancer Drug Developer
01:44 Adidas Wheezes
02:51 Squarespace Subscriptions Are Solid, But Are They Enough?
04:10 What’s Ahead in the Utilities Sector?
05:08 The Inflation Reduction Act includes credits for energy-saving home improvements and electric vehicles. How are utilities preparing for the rise in electricity demand?
06:11 What kind of financial support will utilities need to carry out this plan?
07:46 Why should investors consider earnings growth, too?
08:44 Now, what are your expectations this year for dividends?
09:20 Now, if investors are looking to invest in utilities, where should they look?
10:40 Utilities sector stock picks
13:21 Don’t Ignore the Banking Crisis
Read about topics from this episode.
Utilities Suddenly a Growth Sector?
Why Investors Should Care About the Banking Scare
Pfizer's Seagen Deal Should Help Offset Upcoming Patent Losses; No Fair Value Estimate Impact
Much Has Gone Wrong for Adidas Recently, but Its Status as a Popular Global Sportswear Brand Holds
Squarespace Earnings: Resilient Retention and Strong Bookings Growth Even After Price Increases
What to watch from Morningstar.
Where to Invest: Stocks or CDs?
Is Berkshire Hathaway Stock a Buy After Rocky Results?
Should You Fund Your 401(k) First or Your IRA?
With IRA Deadline Looming, Don’t Make These Mistakes
Read what our team is writing:
Travis Miller
Tom Lauricella
Damien Conover
David Swartz
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Ivanna Hampton on Twitter: @ivannahampton
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In today’s episode, Allie McCallion and Charity Blue, members of Morningstar Inc’s sustainability team, discuss pay equity and three undervalued companies that are leading the charge.
Timestamps
00:00 Introduction
00:27 Broadcom rides AI wave
01:41 Costco shows resilience
02:15 Eli Lilly cuts insulin costs
03:55 Morningstar's internal sustainability team joins Investing Insights to discuss Equal Pay Day
04:29 Where do women's earnings in the U.S. stand compared to men?
05:30 What has research shown when companies practice pay equity?
06:16 What did your team look for when they reviewed pay equity practices among big U.S. companies?
07:06 3 Undervalued Stocks That Stress Equal Pay
11:35 Should You Buy Stocks or a 4% CD?
Read about topics from this episode.
Broadcom Riding AI Wave to Robust Networking Sales in 2023; Raising FVE to $640 Per Share
https://www.morningstar.com/stocks/xnas/avgo/quote
Costco’s Resilience Proves Its Ongoing Relevance and Brand Strength; Shares Fairly Valued
https://www.morningstar.com/stocks/xnas/cost/quote
Eli Lilly’s Insulin Price Cut Should Address Government’s Critical Eye; but no Impact on FVE
https://www.morningstar.com/stocks/xnys/lly/quote
3 Stocks That Stress Equal Pay as We Observe International Women’s Day
https://www.morningstar.com/articles/1141925/3-stocks-that-stress-equal-pay-as-we-observe-international-womens-day
Read what our team is writing:
Allie McCallion https://www.morningstar.com/authors/2642/allie-mccallion
Charity Blue https://www.morningstar.com/authors/2662/charity-blue
Christine Benz https://www.morningstar.com/authors/30/christine-benz
Susan Dziubinski https://www.morningstar.com/authors/12/susan-dziubinski
Follow us on social media.
Ivanna Hampton on Twitter: @ivannahampton
Christine Benz on Twitter: @Christine_Benz
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In today’s episode, Jakir Hossain, a data journalist for Morningstar Inc., talks about the AI-powered chatbot, ChatGPT, and where to look for AI investing opportunities.
Timestamps
00:06 Introduction
00:31 Berkshire Hathaway’s rocky results
01:24 Domino’s trims sales growth outlook
02:20 Intel cuts quarterly dividend
03:53 What ChatGPT is and how does it work?
04:39 What do Morningstar analysts say about how Google and Microsoft are planning to use chatbots?
06:17 Companies like Salesforce and Adobe, they're also using AI. Can you describe how they're doing it?
08:13 Artificial intelligence has been around for some time. What are some thoughts within Morningstar about this new phase of AI??
09:34 What do Morningstar analysts say about how to take advantage of AI technology right now?
13:14 How IRA Investors Can Avoid the 'Procrastination Penalty’
Read about topics from this episode.
Berkshire Hathaway Shows Solid Operating Results Offsetting Unrealized Losses From Investments
Intel’s Dividend Cut Frees Up Cash, but Execution Risk Remains Palpable
How to Invest in the Right AI Stocks
How IRA Investors Can Avoid the ‘Procrastination Penalty’
What to watch from Morningstar.
Should You Fund Your 401(k) First or Your IRA?
With IRA Deadline Looming, Don’t Make These Mistakes
Could Meta Make a Comeback?
How Secure Act. 2.0 Changes RMD Rules
Read what our team is writing:
Jakir Hossain
Christine Benz
Follow us on social media.
Ivanna Hampton on Twitter: @ivannahampton
Jakir Hossain on Twitter: @JakirMHossain
Christine Benz on Twitter: @Christine_Benz
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Later this year, Vanguard’s hybrid ETF/MF patent is expiring, and this is likely to affect the fund market. We’re positive on Kraft Heinz and Cisco but expect Roku to lose money for a second straight year in 2023. And finally, to save for retirement, most of us have multiple vehicles at our disposal, including IRAs and 401(k)s. The order in which we fund these accounts matters. Find out more in this week’s episode.
Timestamps
00:06 Introduction
00:36 Kraft Heinz shakes off pressure from inflation
01:27 Roku exceeds Q4 expectations
02:29 Cisco Systems’ core networking business leads the way
03:27 Vanguard’s Unique Mutual Fund/ETF Structure
04:04 In your opinion, what will be the likely impact of this patent expiring on the U.S. ETF space?
04:57 How does this hybrid structure work, and what are some of its benefits
06:01 On the other hand, what are some of the disadvantages, or drawbacks of the structure?
07:31 What does this hybrid structure mean for investors, especially from a tax point of view?
09:31 How to Make the Most of Your Retirement
Read about topics from this episode.
Kraft Heinz’s Top Line Soars on the Heels of Renewed Commitment to Brand Spending; Shares a Bargain
Roku Posts Strong End to 2022, but Weak Ad Revenue Market Will Hurt 2023 Top-Line Growth
Is Cisco Stock a Buy Today?
Will Other Funds Adopt Vanguard’s Unique ETF/Mutual Fund Structure?
How to Make the Most of Your Retirement Accounts
What to watch from Morningstar.
With IRA Deadline Looming, Don’t Make These Mistakes
Could Meta Make a Comeback?
How Secure Act. 2.0 Changes RMD Rules
Should You Buy a House Right Now?
Read what our team is writing:
Daniel Sotiroff
Susan Dziubinski
Christine Benz
Follow us on social media.
Ruth Saldanha on Twitter: @KarishmaRuth
Daniel Sotiroff on Twitter: @DanielSotiroff
Christine Benz on Twitter: @Christine_Benz
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In today’s episode, Keith Reid-Cleveland, an editor at Morningstar Inc., discusses Morningstar’s research on the racial wealth gap and a proposal to help close it known as baby bonds.
Timestamps
00:06 Introduction
00:36 Disney CEO Bob Iger Plans to Cut Billions
01:49 Uber’s Total Revenue Soars
02:39 PayPal Faces Tough Environment
03:34 AbbVie’s Long-Term Outlook
04:36 America’s Racial Wealth Gap and How to Shrink It
04:59 What has research shown about wage disparities when households are compared?
05:49 How are savings rates affected?
06:29 What’s the impact on building a nest egg?
06:59 What are some thoughts on building financial security through homeownership?
08:00 How could baby bonds help close the racial wealth gap?
09:15 6 IRA Mistakes to Avoid
Read about topics from this episode.
Disney Reports Decent Earnings With Iger Already Reapplying His Stamp
Uber Reports Impressive Q4; Strong 2023 Growth Expected
PayPal Remains a Unique Player in Payments
AbbVie Posts Solid Q4, but Competitive Pressures to Limit Long-Term Growth
11 Charts Examining Racial Wealth Gap
What to watch from Morningstar.
Could Meta Make a Comeback?
How Secure Act 2.0 Changes RMD Rules
Should You Buy a House Right Now?
Big Banks Bracing for a Recession
Read what our team is writing:
Keith Reid-Cleveland
Christine Benz
Susan Dziubinski
Follow us on social media.
Ivanna Hampton on Twitter: @IvannaHampton
Christine Benz on Twitter: @Christine_Benz
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In today’s episode, Bryan Armour, director of passive strategies research for North America at Morningstar Research Services, talks about how SPDR S&P 500 ETF Trust—or SPY—revolutionized investing.
00:06 Introduction
00:38 Meta’s earnings beat expectations
01:53 Amazon tightens its belt
03:05 Pfizer posts record revenue for 2022
03:59 McDonald’s strong customer traffic offsets margins
05:07 SPY ETF celebrates 30th anniversary
05:36 What is an ETF?
06:18 How did index funds’ popularity help ETFs?
07:31 How has the ETF market evolved to include active ETFs?
08:38 Where does the ETF market stand today?
09:49 What's made SPY in particular so successful since its debut?
12:23 What do you think the future holds for SPY?
13:45 SPY holds the title as the world's largest ETF, but it's not the world's first, right?
14:36 3 Dividend Stocks for February 2023
Read about topics from this episode.
Meta’s Q4 Earnings Beat Expectations; Growth Likely to Return in the Second Half
Amazon Q4 Sales Up, Earnings Drop on Lower Customer Spending
Pfizer Reports Solid Q4 Earnings But Offers Weaker Outlook
McDonald’s Margin Compression Sinks Shares After Q4 Results, but Long-Term Narrative Intact
How the World’s Largest ETFs Changed Financial Markets
3 Dividend Stocks for February 2023
What to watch from Morningstar.
How Secure Act 2.0 Changes RMD Rules
Should You Buy a House Right Now?
Big Banks Bracing for a Recession
Create a New Financial Plan For the New Year: Part 2
Read what our team is writing.
Bryan Armour
David Harrell
Follow us on social media.
Ivanna Hampton on Twitter: @IvannaHampton
David Harrell on Twitter: @davidharrell
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In today’s episode, Dan Wasiolek, Morningstar Research Services’ senior equity analyst, discusses Morningstar’s travel outlook and cheap travel stocks.
00:06 Introduction
00:38 Long-term outlook on Microsoft
01:34 Tesla calls 2022 “best year ever”
02:40 Southwest takes $800M hit
03:31 Morningstar’s travel outlook and stock picks
10:02 New Rules for IRA Distributions
Read about topics from this episode.
Resilient Azure Helps Microsoft Drive Solid Results; Macro Drives Lower Outlook; FVE Cut to $310
Tesla Posts Solid Earnings, Reports Strong Orders to Start 2023
Southwest Reports Q4 Net Loss Due to December Operational Issue; We See Improving Margins Ahead
New Expense Management Survey From Center Reveals Uptick in Travel Spend Among SMEs Despite Inflation and Recession Concerns
Can the Travel Industry’s Recovery Continue?
3 Notable Changes in Secure Act 2.0 for Advisors
What to watch from Morningstar.
Should You Buy a House Right Now? https://youtu.be/8QBdK6pDAN4
Big Banks Bracing for a Recession https://youtu.be/Q3PSWIW73ME
Stock and Bond Markets’ Wild Ride in 2022 https://youtu.be/jbdn2aKt-2c
Create a New Financial Plan for the New Year: Park 2 https://youtu.be/uhulskyWqQE
Read what our team is writing.
Seth Goldstein
Dan Wasiolek
Christine Benz
Follow us on social media.
Christine Benz on Twitter: @Christine_Benz
Seth Goldstein on Twitter: @SethGMStar1
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Real Estate is a hot topic for investors everywhere, but is a home the best possible investment right now? Plus, we’ve raised the fair value estimates for both Apple stock and Procter & Gamble stock – and we think Palantir’s has made some strategic missteps. Find out more in this week’s episode.
Timestamps
00:06 Intro
00:36 Morningstar upgrades Apple's moat
01:46 Proctor and Gamble reports Q2 2023 earnings
02:44 Palantir makes strategic missteps
03:52 Owning a House or REITs intro
04:21What are some of the benefits of physical real estate vs REITs?
05:09 What are some of the benefits of REITs vs Real Estate?
05:48 In both cases, what are some of the cons?
06:24 From an investment standpoint, which is the better bet, and why?
08:12 What’s a safe withdrawal rate for 2023?
Read about topics from this episode.
Raising Apple Stock’s Fair Value Estimate to $150
P&G Announces Fiscal Year 2023 Second Quarter Results
Procter & Gamble’s Stock Looks Overheated After Effectively Weathering Headwinds in the Quarter
Cutting Palantir Stock Fair Value Estimate as Strategic Missteps Create a Plethora of Problems
Investing in REITs vs. Direct Real Estate
Retirement Income and Safe Withdrawal Rates in 2023
What to watch from Morningstar.
Big Banks Bracing for a Recession
Create a New Financial Plan for the New Year: Part 2
Create a New Financial Plan for the New Year: Part 1
Stock and Bonds’ Market Wild Ride in 2022
Read what our team is writing.
Ruth Saldanha
Jeremy Pagan
Christine Benz
Susan Dziubinski
Follow us on social media.
Ruth Saldanha on Twitter: @KarishmaRuth
Christine Benz on Twitter: @Christine_Benz
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In today’s episode, Eric Compton, a strategist with Morningstar Research Services, talks about banks saving for an economic downtown and where investors could find opportunities.
00:06 Intro
00:36 Disney Proxy Fight
01:48 Hanesbrands closes Q4 with positive news
02:38 Coinbase plans layoffs
03:46 What do JPMorgan, Bank of America, Citigroup and Wells Fargo's results tell us?
05:57 How do their current actions compare to what they've done before previous recessions?
08:00 How could a recession affect banks in the short term and the long term?
10:30 What's going on with Wells Fargo?
12:39 Citigroup is also in a turnaround mode. What's the upside and the downside from their fourth quarter?
15:05 If investors are looking for opportunities among the Big Four that we discussed today, what would you recommend?
18:00 The Best 529 Plans of 2023
Read about topics from this episode.
Trian Opens Proxy Fight With Disney; We Believe Peltz Could Add Value as a Board Member
Coinbase to Lay Off More Workers in Second Round of Cuts
Hanesbrands Alleviates Some Concerns by Reaching Modest Q4 Expectations; Shares Very Undervalued
JPMorgan, Wells Fargo, Bank of America and Citi Beat Earnings Expectations, but Worries About Headwinds Remain
Wells Fargo’s 2023 Outlook Shows That the Net Interest Income Boom May Be Over
Bank of America Beats Fourth-Quarter Earnings; Net Interest Income Outlook is Disappointing
Solid Q4 Results for Citigroup; Stock Remains Most Undervalued Among Banks
Solid Q4 2022 Earnings for JPMorgan; 2023 Outlook Is Good
What to watch from Morningstar.
Create a New Financial Plan for the New Year: Part One
Create a New Financial Plan for the New Year: Part Two
Stock and Bond Markets’ Wild Ride in 2022
RMD Sticker Shock? How to Ease Your Tax Burden
Read what our team is writing.
Eric Compton
Follow us on social media.
Ivanna Hampton on Twitter: @IvannaHampton
Facebook: https://www.facebook.com/MorningstarInc/
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In this two-part episode, Sarah Newcomb, director of financial psychology for Morningstar Inc, explains how to rethink budgeting, overcome overspending, and stop fighting about money.
Timestamps
00:04 Introduction
00:37 What kind of financial habits or histories do people tend to bring into their relationships?
02:30 How do couples mesh their financial lives without fighting about saving or spending?
04:36 Why do emotions rise when couples talk about money?
05:36 What should people pay attention to if they feel themselves getting upset about someone else’s financial habits?
06:57 What are steps couples can take to understand each other?
09:33 We’ve talked about rethinking budgeting, overcoming overspending, and how to avoid arguing over money. What’s your advice to our audience if they experience a setback or win?
Read about topics from this episode.
Hate Budgeting? Try Rethinking It.
Got the Urge to Splurge? 4 Steps to Overcome Your Overspending Habit
How to Avoid Arguing Over Money By Sarah Newcomb
What to watch from Morningstar.
Top Retail Stocks on Sale This Holiday Season
Should You Buy Dividend Stocks in a Recession?
Retiring Soon? Make Sure to Check Your Asset Allocation
Cheap Stocks For You to Consider
Read what our team is writing:
Sarah Newcomb https://www.morningstar.com/authors/1951/sarah-newcomb
Follow us on social media.
Ivanna Hampton on Twitter: @IvannaHampton
Sarah Newcomb on Twitter: @finance_therapy
Facebook: https://www.facebook.com/MorningstarInc/
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LinkedIn: https://www.linkedin.com/company/5161/
In this two-part episode, Sarah Newcomb, director of financial psychology for Morningstar Inc, explains how to rethink budgeting, overcome overspending, and stop fighting about money.
00:04 Introduction
00:43 Financial advice tends to tell people to break down their budgets into “wants versus needs”. What are your thoughts on this concept?
02:55 How should we think about our needs? What should we include? (basic categories from Maslow: survival, security, love and belonging, esteem, and meaning)
04:04 You’ve written that “our wants point to needs.” Can you explain that?
05:14 How should we rethink budgeting if we don’t follow needs versus wants?
08:04 What are some ways to identify possible strategies to meet a need and save money?
08:53 We know now how to meet our needs through strategies. What should people do if they tend to overspend?
11:01 How do we identify the emotion that’s driving the urge to spend too much?
12:14 Now, that the emotion is known, what do we do next?
Read about topics from this episode.
Hate Budgeting? Try Rethinking It.
Got the Urge to Splurge? 4 Steps to Overcome Your Overspending Habit
How to Avoid Arguing Over Money By Sarah Newcomb
What to watch from Morningstar.
Top Retail Stocks on Sale This Holiday Season
Should You Buy Dividend Stocks in a Recession?
Retiring Soon? Make Sure to Check Your Asset Allocation
Cheap Stocks For You to Consider
Read what our team is writing:
Sarah Newcomb https://www.morningstar.com/authors/1951/sarah-newcomb
Follow us on social media.
Ivanna Hampton on Twitter: @IvannaHampton
Sarah Newcomb on Twitter: @finance_therapy
Facebook: https://www.facebook.com/MorningstarInc/
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In today’s episode, Tom Lauricella, Morningstar Inc.’s chief markets editor, discusses the markets’ highs and lows in 2022 and what investors should watch for in 2023.
Timestamps
00:04 Introduction
00:31 What’s Morningstar’s take on what’s been driving inflation?
02:18 What would it take to push inflation down to the Fed’s 2-percent target?
03:22 What categories of inflation have the Fed focused on?
04:38 How does wage growth factor into the Fed’s moves next year?
05:38 What has happened this year with bonds?
06:38 What has the plunge in bonds meant for investors’ portfolios?
07:47 How should investors think about bonds in 2023?
08:51 Can you describe what hit tech so hard?
10:20 What will it take for a tech rebound?
11:30 Crypto started 2022 riding high
12:27 What are the lessons from crypto’s implosion?
14:16 What should investors watch for in 2023?
Read about topics from this episode.
A New Crisis: What’s Happened in Crypto Now?
4 Lessons From Crypto’s Implosion
5 Charts on Big Tech Stocks’ Collapse
The Worst Bond Market Ever
Where to Invest in Bonds in 2023
The Fed and Markets Have Different Outlooks. Which One Will be Right?
Fed Raises Rates Again, With a Focus on Talking Tough
What to watch from Morningstar.
RMD Sticker Shock? How to Ease Your Tax Burden
Top Retail Stocks on Sale This Holiday Season
Should You Buy Dividend Stocks in a Recession?
Retiring Soon? Make Sure to Check Your Asset Allocation
Cheap Stocks For You to Consider
Read what our team is writing:
Tom Lauricella https://www.morningstar.com/authors/1953/tom-lauricella
Follow us on social media.
Ivanna Hampton on Twitter: @IvannaHampton
Tom Lauricella on Twitter: @LauricellaTom
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In today’s episode, Alyssa Stankiewicz, associate director of sustainability research from Morningstar Research Services, and Megan Pacholok, manager research analyst from Morningstar Research Services, discuss the Labor Department’s rule change involving ESG funds in workplace retirement plans.
00:00 Introduction
00:47 The FTC tries to block Microsoft over their attempted buyout of Activision Blizzard
02:04 Campbell cooked up a strong start to the fiscal year
02:55 Chewy chewed up some strong Q3 earnings
04:23 What plan sponsors like employers are required to do when creating retirement plans?
05:30 What was the Trump-era policy concerning ESG funds?
07:13 What are the changes under the Biden era?
08:26 Alyssa just mentioned qualified default investment alternatives, or QDIAs. And employers, sometimes they use these for workers who make retirement contributions but don't make investment choices. What do employers typically pick here?
09:42 How could ESG funds factor into an employer’s decision?
10:59 Different perspectives about the adoption of ESG funds in workplace plans
14:18 Tips on Taking Last-Minute RMDs in 2022
Read about topics from this episode.
Microsoft Stock Attractive Whether or Not Activision Deal Goes Through
Alternative Funds Are Winners in 2022
90% of Companies Are Developing an ESG Strategy
If You Haven't Taken RMDs Yet in 2022, Watch This Video
Who Does and Doesn’t Get to Skip RMDs Under the New 10-Year Rule
What to watch from Morningstar.
Top Retail Stocks on Sale This Holiday Season
Should You Buy Dividend Stocks in a Recession?
Retiring Soon? Make Sure to Check Your Asset Allocation
Cheap Stocks For You to Consider
Read what our team is writing:
Christine Benz
Alyssa Stankiewicz
Megan Pacholok
Follow us on social media.
Ivanna Hampton on Twitter: @IvannaHampton
Christine Benz on Twitter: @Christine_Benz
Facebook: https://www.facebook.com/MorningstarInc/
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In today’s episode, Dave Sekera, chief U.S. markets strategist for Morningstar Research Services, reveals which stocks investors could snap up for a bargain this holiday season.
00:45 Tesla begins delivering its semi-trucks.
01:51 Kroger rang up solid third-quarter earnings despite high inflation
02:36 Ulta Beauty continued its hot streak in the third quarter.
03:56 Dave, total modified retail sales growth was in the double-digits last year. Describe what modified retail sales growth is. What’s Morningstar’s outlook for this year?
05:34 Let’s turn to online shopping. Some big e-commerce names have seen their stock prices plunge this year. Where should investors look for a deal?
06:51 How does the brick-and-mortar retailers’ story this year compare to last year?
07:34 Where are the deals among these stocks?
09:25 Toys and video games stock pick ideas.
10:29 Stocks that Look Cheap
11:45 3 Ways to Manage Capital Gains Distributions in 2022
Read about topics from this episode.
Tesla: Stock of the Week
Which Retail Stocks Are Well-Positioned for 2022 Holiday Sales?
What You Need to Know About Capital Gains Distributions
Which Popular Funds Will Hit Investors With Losses and Capital Gains Distributions This Year?
What to watch from Morningstar.
Should You Buy Dividend Stocks in a Recession?
Retiring Soon? Make Sure to Check Your Asset Allocation
Cheap Stocks For You to Consider
What to Buy or Skip: I Bonds, Apple, Amazon, or Meta
Where to Park Your Cash and Find Recession-Resistant Stocks
Read what our team is writing:
David Sekera
Christine Benz
Susan Dziubinski
Follow us on social media.
Ivanna Hampton on Twitter: @IvannaHampton
Dave Sekera on Twitter: @MstarMarkets
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Will dividends continue to do well in a rising interest-rate environment? Plus, Bob Iger is CEO of Disney again, and Visa has a new CEO, too. And speaking of executives, Warren Buffett’s Berkshire has finally started spending some of the cash in its kitty. Find out how in this week’s episode.
Timestamps
00:38 Berkshire Hathaway Deserves More Credit
01:40 Dick's Sporting Goods Rallied Big in Q3
02:35 Visa’s CEO is Stepping Down
03:26 What happened at Disney, and more importantly, why?
05:06. Bob Iger has delayed his retirement multiple times, and now is back. Will he likely stick to his two year contract, do you think?
05:46 What does this mean for Disney shareholders – and your expectation for the stock?
06:56 Are Dividend Stocks a Good Investment Today?
Read about topics from this episode.
5 Takeaways From Berkshire Hathaway’s 2021 Shareholder Letter
Which Retail Stocks Are Well-Positioned for 2022 Holiday Sales?
The Best- and Worst-Performing Stocks: Q3 2022
Visa Earnings Show Continued Strong Growth; Stock Slightly Undervalued
Energy Stocks Power Ahead on Earnings Gushers
Utilities Brighten Under Cloud of Recession, but Future Dim at Lofty Valuations
What to watch from Morningstar.
Retiring Soon? Make Sure to Check Your Asset Allocation
Cheap Stocks For You to Consider
What to Buy or Skip: I Bonds, Apple, Amazon, or Meta
Where to Park Your Cash and Find Recession-Resistant Stocks
Markets are Undervalued, and We Highlight Some Cheap Stocks!
We Examine Tesla's Stock and the Risks of a Strong Dollar
Read what our team is writing:
Ruth Saldanha
Susan Dziubinski
David Harrell
Follow us on social media.
Ruth Saldanha on Twitter: @karishmaruth
David Harrell on Twitter: @davidharrell
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In this special episode, Christine Benz, the director of personal finance at Morningstar, talks about portfolio makeovers and how to spot common pitfalls. This episode includes an excerpt from Christine’s webcast—“5 Portfolio Pitfalls and How to Fix Them.”
0:06 Introduction
00:51 - What did you think was important to address as we watch the markets tumble?
01:54 - How does your webcast help investors identify the next steps?
03:30 - How does age play a role in reworking a portfolio?
04:32 - What should people know before they adjust their portfolios in an effort to reduce the drag of taxes?
05:31 - Pre-Retirees: Is Your Asset Allocation Too Aggressive?
Read about topics from this episode.
Check out Christine's Presentation
Is It Too Late to Inflation-Proof Your Portfolio?
5 Portfolio Pitfalls and How to Fix Them
How a New Retiree Can Confront Market Turbulence
Positioning a Portfolio in Early Retirement
What to watch from Morningstar.
Cheap Stocks For You to Consider
What to Buy or Skip: I Bonds, Apple, Amazon, or Meta
Where to Park Your Cash and Find Recession-Resistant Stocks
Markets are Undervalued, and We Highlight Some Cheap Stocks!
Read what our team is writing:
Chritine Benz
Follow us on social media.
Ivanna Hampton on Twitter: @IvannaHampton
Christine Benz on Twitter: @Christine_Benz
Facebook: https://www.facebook.com/MorningstarInc/
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In today’s episode, Saraja Samant, a manager research analyst for Morningstar Research Services, explains how investing in defined-maturity ETFs can help grow wealth in a rising interest-rate environment.
00:05 Introduction
00:43 Disney Loses Some Magic as 2022 Ends
01:37 Roblox Has Mixed Messages in Q3
02:37 Lyft’s Ride to Disappointment
04:05 What’s a Traditional Bond Ladder and How Does It Work?
04:42 Advantages and Disadvantages of Building a Bond Ladder With Individual Bonds?
06:21 What Makes Defined-Maturity ETFs Different?
07:58 What are Some of the Risks With Bond Ladder ETFs?
09:17 How Do the Costs Compare Between Building a Bond Ladder Using traditional Bonds Versus Building One Using Bond ETFs?
10:04 If an Investor Wants to Build a Bond Ladder ETF, How would they start?
11:11 Is It Too Late to Inflation-Proof Your Portfolio?
Read about topics from this episode.
Disney Posts Mixed Earnings With Streaming Subscriber Growth, Record Parks Revenue But Widening Direct to Consumer Losses
Uber, Lyft Drivers Remain as Contractors
Bond Ladder ETFs Can Help Investors Climb Higher
An Update on I Bond Yield
Your Inflation Toolkit
A Down-Market Survival Guide for Your 20s, 30s, and 40s
TIPS Versus I Bonds
What to watch from Morningstar.
Cheap Stocks For You to Consider
What to Buy or Skip: I Bonds, Apple, Amazon, or Meta
Where to Park Your Cash and Find Recession-Resistant Stocks
Markets are Undervalued, and We Highlight Some Cheap Stocks!
We Examine Tesla's Stock and the Risks of a Strong Dollar
Read what our team is writing:
Susan Dziubinski
Chritine Benz
Saraja Samant
Follow us on social media.
Ivanna Hampton on Twitter: @IvannaHampton
Christine Benz on Twitter: @Christine_Benz
Saraja Samant on LinkedIn: https://www.linkedin.com/in/saraja-samant-280993/
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What does COP27 mean? Does it matter for you and your portfolio? Leslie Norton explains.
Investing Insights has a new look and host! We’re bringing you a mix of market news, insights from analysts, and personal finance tips. We want to hear what you think about the new format. Let us know at podcast@morningstar.com.
0:06 Introduction
00:24 Can Uber Lift Your Portfolio?
01:29 Disaster-Proofing Your Portfolio
02:45 Starbucks is Resilient in Q4
04:04 Why does the COP 27 meeting matter?
06:00 What have we achieved since Cop 26?
06:44 Are the pledges made by countries binding? Who holds them accountable?
07:08 What next from here?
07:42 What a Divided or United Government Means for Investors
Read about topics from this episode.
What Could the Midterm Election Results Mean for the Stock Market?
How to Cope With Financial Shocks
Strong Q3 Indicates Uber May Be Resistant to Macro Uncertainties
Starbucks Q4 Earnings Show Strong Traffic That Bucks Industry Trends
Special Report: For Investors, COP27 Summit Brings New Opportunities
10 Reasons Why ESG Won’t Be Stopped
What to watch from Morningstar.
What to Buy or Skip: I Bonds, Apple, Amazon, or Meta
Where to Park Your Cash and Find Recession-Resistant Stocks
Markets are Undervalued, and We Highlight Some Cheap Stocks!
We Examine Tesla's Stock and the Risks of a Strong Dollar
Read what our team is writing:
Ruth Saldanha
Susan Dziubinski
Leslie Norton
David Sekera
Sarah Newcomb
Follow us on social media.
Ruth Saldanha on Twitter: @karishmaruth
Leslie Norton on Twitter: @leslienortonnyc
David Sekera on Twitter: @MstarMarkets
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In today’s episode, Katherine Lynch, a Morningstar Inc’s data journalist, talks about the new I Bonds’ interest rate, how the investments work, and how to use them as an emergency fund.
Investing Insights is bringing you a mix of market news, insights from analysts, and personal finance tips.
Timestamps
0:06 Introduction
00:39 Meta’s Disappointing in Q3 Earnings
01:50 0Amazon Delivered a Sting
02:58 Apple is Eating Up Earnings
04:23 How do I-bonds work?
04:41 What should investors expect over the next six months?
05:07 I-bonds come with some limitations. What are those?
05:25 How can someone use I-bonds as an emergency fund?
05:48 How can I-bonds help save parents some money?
05:59 Where can investors buy I-bonds?
06:11 What Belongs on Your Preretirement Radar?
Read about topics from this episode.
Slashing Meta’s Stock Fair Value Estimate to $260 From $346 https://www.morningstar.com/articles/1120902
Apple Reports Strong Earnings, but Stock Still Overvalued https://www.morningstar.com/articles/1121415
Cutting Amazon Stock’s Fair Value Estimate to $150 From $192 on Disappointing Q3 Earnings https://www.morningstar.com/articles/1121414
How to Hedge Against Inflation Using I Bonds https://www.morningstar.com/articles/1093977
A Down-Market Survival Guide for Retirees https://www.morningstar.com/articles/943447
Get a Tax-Smart Plan for In-Retirement Withdrawals https://www.morningstar.com/articles/844815
Read what our team is writing:
Katherine Lynch https://www.morningstar.com/authors/2337/katherine-lynch
Christine Benz https://www.morningstar.com/authors/30/christine-benz
Ivanna Hampton https://www.morningstar.com/authors/2399/ivanna-hampton
Follow us on social media.
Ivanna Hampton on Twitter: @IvannaHampton
Christine Benz on Twitter: @Christine_Benz
Sarah Newcomb on LinkedIn: https://www.linkedin.com/in/sarahcnewcomb
Facebook: https://www.facebook.com/MorningstarInc/
Twitter: https://twitter.com/MorningstarInc
Instagram: https://www.instagram.com/morningstar...
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In today’s episode, Sarah Newcomb, Morningstar Inc’s director of financial psychology, explains what investors should know about sophisticated online tricks and what to watch out for.
Investing Insights is bringing you a mix of market news, insights from analysts, and personal finance tips.
0:06 Introduction
0:45 Tesla was on autopilot in the third quarter.
1:46 AT&T is strong in Q3.
2:42 Snap disappoints for the third quarter in a row.
3:38 In behavioral finance, there are “nudges” and “sludges”. Can you define those?
4:29 How do we see “nudges” and “sludges” at work in our lives?
6:02 What are dark patterns? What are some that we should watch out for?
7:17 What do “dark patterns” look like in financial products?
10:38 Is the Time Right for Annuities?
Read about topics from this episode.
What Investors Should Know About Behavioral Tricks in Financial Products
What Tesla Stock’s 50% Decline Means for the Market
Is AT&T Stock a Buy Ahead of Earnings?
Snap Earnings Disappoint for Third Consecutive Quarter
Your Guide to Annuities
Understanding the 4 Key Annuities Types
Read what our team is writing:
Sarah Newcomb
Christine Benz
Susan Dziubinski
Ivanna Hampton
Follow us on social media.
Ivanna Hampton on Twitter: @IvannaHampton
Christine Benz on Twitter: @Christine_Benz
Sarah Newcomb on Twitter: @finance_therapy
Sarah Newcomb on LinkedIn: https://www.linkedin.com/in/sarahcnewcomb
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In today’s episode, Ali Mogharabi, a senior equity analyst for Morningstar Research Services, explains the Labor Department’s proposed rule about worker classification. And he reveals whether he thinks Uber, Lyft, and DoorDash stocks are a buy.
Investing Insights is bringing you a mix of market news, insights from analysts, and personal finance tips.
Timestamps
0:06 Introduction
0:44 Stocks for a Recession
1:50 Wells Fargo missed the mark for third quarter earnings.
2:35 Delta airlines reported a strong third quarter.
3:57 Should gig workers be considered employees?
5:48 What is the main risk of the Biden administration’s new proposal?
8:37 What is the reaction from Uber, Lyft, and DoorDash?
9:23 What does Uber, Lyft, and DoorDash stocks look like today?
10:23 How to Make Your Cash Work Harder as Interest Rates Rise
Read about topics from this episode.
10 Stocks for a Recession
Risk of DOL’s Proposal and Reactions of Uber, Lyft, and DoorDash Stocks Exaggerated
Opportunities Seen in the Industrial Sector Amid Economic Headwinds
Looking Past Volatile Operating Losses, Wells Fargo Remains on Track in Q3
Best Financial-Services Companies to Own: 2022 Edition
3 Recession-Resistant Stocks
What Is a Recession?
Read what our team is writing:
Susan Dziubinski
Christine Benz
Ali Mogharabi
Ivanna Hampton
Follow us on social media.
Ivanna Hampton on Twitter: @IvannaHampton
Facebook: https://www.facebook.com/MorningstarInc/
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Retirement plans across the country may finally be getting serious about adding more annuity options for their subscribers. But is this product good for you? Spencer Look explains.
Investing Insights is a mix of market news, insights from analysts, and personal finance tips.
Timestamps
0:06 Introduction
0:30 Norwegian Cruise Line Sails Through a Rough Quarter
1:27 How Can Investors Cope With Fear?
2:18 AMD Dipped In Q3
3:19 Does Your Retirement Plan Need More Annuity Options?
3:45 What’s The Biggest Determinant of the Right Lifetime Income Strategy?
5:02 Which Investors Do Not Gain Value from Annuities?
6:34 Who Benefits From Annuities?
7:33 What Should Investors Do if They Benefit from Annuities?
9:09 Where To Invest Your Money In Q4 2022
Companies mentioned in this episode.
Norwegian Cruise Line Holdings Ltd (NCLH); Advanced Micro Devices Inc (AMD); Nvidia (NVDA); Intel Corp (INTC); Micron Technology Inc (MU); Zoetis Inc (ZTS); Zimmer Biomet Holdings Inc (ZBH); Illumina Inc (ILMN)
Read about topics from this episode.
Fear Itself
AMD Stock Is a Bargain
Your Guide to Annuities
A Down-Market Survival Guide for Pre-Retirees
Is an Annuity Right for You?
Utilities Brighten Under Cloud of Recession, but Future Dim at Lofty Valuations
As Pendulum Swings, Stocks Go From Overvalued to Undervalued
3 Lessons for Investors From the Third Quarter
What a Strong U.S. Dollar Means for Investors
What's Next for the Stock Market?
Read what our team is writing:
Ruth Saldanha
Susan Dziubinski
David Sekera
Follow us on social media.
Ruth Saldanha on Twitter: @KarishmaRuth
Facebook: https://www.facebook.com/MorningstarInc/
Twitter: https://twitter.com/MorningstarInc
Instagram: https://www.instagram.com/morningstar...
LinkedIn: https://www.linkedin.com/company/5161/
In today’s episode, Dave Whiston, the U.S. autos equity analyst for Morningstar Research Services, discusses CarMax’s disappointing earnings results and reveals where investors can look for stock opportunities.
Investing Insights has a new look and host! We’re bringing you a mix of market news, insights from analysts, and personal finance tips. We want to hear what you think about the new format. Let us know at podcast@morningstar.com.
Timestamps
0:06 Introduction
0:46 Lower Estimate of Tesla’s Stock
1:33Micron Stock: Chipmaker Trims Spending
2:19 Nike Stock: Earnings Top Expectations, but Near-Term Outlook Disappoints
3:17 Why 2022 Has Been a Terrible Year for Bond Funds
4:16 Used-Car Affordability Slams CarMax’s Earnings
6:42 CarMax’s Response to Inflation and Rising Interest Rates
10:49 Our Analyst’s View of CarMax’s Stock
11:53 Cheap Stock Picks: Ford, GM, and Gentex
14:40 Why Is the Dollar Strong Now?
16:33 Strong Dollar Threatens Company Earnings
19:07 Cheap Stocks to Consider as the Dollar Strengthens
Companies mentioned in this episode.
Tesla (TSLA); Micron Technology (MU); Nike (NKE); CarMax Inc (KMX); Ford Motor Co (F); General Motors Co (GM); Gentex (GNTX); Anheuser-Busch InBev (BUD); GSK PLC (GSK); and SAP SE (SAP).
Read about topics from this episode.
Trimming Tesla Fair Value Estimate to $250 Following Lower Q3 Deliveries
Nike’s Brand Value Holds Despite a Tough Near-Term Outlook; Shares Undervalued
Why 2022 Has Been Such a Terrible Year for Bond Funds
Used-Vehicle Affordability Slams CarMax’s Q2, but We See Stock as Attractive for Long Term
Strong U.S. Dollar a Headwing to Earnings Growth
Follow us on social media.
Ivanna Hampton on Twitter: @ivannahampton
Facebook: https://www.facebook.com/MorningstarInc/
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In today’s episode, Neil Macker, a senior equity analyst for Morningstar Research Services, discusses why Netflix is adding a cheaper plan and whether the stock is a deal. Also, one automaker is warning investors that supply chain issues will affect its upcoming earnings results.
Investing Insights has a new look and host! We’re bringing you a mix of market news, insights from analysts, and personal finance tips. We want to hear what you think about the new format. Let us know at podcast@morningstar.com.
0:06 Introduction
0:49 FedEx is cutting costs but remains undervalued.
1:32 Ford’s quarter will reflect supply chain issues.
2:32 Smartphone investing is causing different trading behavior in investors.
3:56 Why has Netflix decided now to create a cheaper ad-supported plan?
5:30 How can Netflix use subscriber growth from outside the US to their advantage?
6:56 Can a streaming service compete without live sports coverage?
8:36 Streaming service stock pick
9:39 Is the Time Right for Roth Conversions?
Companies mentioned in this episode.
Netflix Inc NFLX; FedEx Corp FDX; Ford Motor Co F; Disney DIS; Amazon AMZN; and Apple AAPL
Read about topics from this episode.
Is Your Smartphone Hurting Your Portfolio Performance?
Retiring in a Down Market? Consider These Strategies
Is the Time Right for Roth Conversions?
FedEx Issues Earnings Warning on Worsening Economic Outlook
Why Is Ford Stock So Cheap?
Which Funds Have Recently Bought or Sold Netflix?
The Thrill of the Trade
Follow us on social media.
Ivanna Hampton on Twitter: @ivannahampton
Facebook: https://www.facebook.com/MorningstarInc/
Twitter: https://twitter.com/MorningstarInc
Instagram: https://www.instagram.com/morningstar...
LinkedIn:
https://www.linkedin.com/company/5161/
In today’s episode, Neil Macker, a senior equity analyst for Morningstar Research Services, discusses why Netflix is adding a cheaper plan and whether the stock is a deal. Also, one automaker is warning investors that supply chain issues will affect its upcoming earnings results.
Investing Insights has a new look and host! We’re bringing you a mix of market news, insights from analysts, and personal finance tips. We want to hear what you think about the new format. Let us know at podcast@morningstar.com.
0:06 Introduction
0:49 FedEx is cutting costs but remains undervalued.
1:32 Ford’s quarter will reflect supply chain issues.
2:32 Smartphone investing is causing different trading behavior in investors.
3:56 Why has Netflix decided now to create a cheaper ad-supported plan?
5:30 How can Netflix use subscriber growth from outside the US to their advantage?
6:56 Can a streaming service compete without live sports coverage?
8:36 Streaming service stock pick
9:39 Is the Time Right for Roth Conversions?
Companies mentioned in this episode.
Netflix Inc NFLX; FedEx Corp FDX; Ford Motor Co F; Disney DIS; Amazon AMZN; and Apple AAPL
Read about topics from this episode.
Is Your Smartphone Hurting Your Portfolio Performance?
Retiring in a Down Market? Consider These Strategies
Is the Time Right for Roth Conversions?
FedEx Issues Earnings Warning on Worsening Economic Outlook
Why Is Ford Stock So Cheap?
Which Funds Have Recently Bought or Sold Netflix?
The Thrill of the Trade
Follow us on social media.
Ivanna Hampton on Twitter: @ivannahampton
Facebook: https://www.facebook.com/MorningstarInc/
Twitter: https://twitter.com/MorningstarInc
Instagram: https://www.instagram.com/morningstar...
LinkedIn:
https://www.linkedin.com/company/5161/
No matter how much inflation rises, we’ll still need utilities, right? That’s what many investors think, and that has helped propel utilities stocks higher this year. But that might be about to change, as Morningstar’s Jakir Hossain explains. Plus, we look at why some of us can’t help but trade – even though we might not get the best outcomes.
Investing Insights has a new look and host! We’re bringing you a mix of market news, insights from analysts, and personal finance tips. We want to hear what you think about the new format. Let us know at podcast@morningstar.com.
Timestamps
0:06 Introduction
0:49 Volkswagen’s IPO looks good, but we have concerns over the timing.
2:06 Adobe is acquiring new design software
3:26 New lower fair value estimate for Compass Minerals’ stock
4:34 Why investors trade and how it can be dangerous to their portfolios.
6:12 What is driving the continued durability of utilities?
7:32 Is there room for utilities companies to grow?
10:21 Utilities stock picks
11:41 Retiring in a Down Market? Consider These Strategies
Companies mentioned in this episode.
Volkswagen AG (VLKAF); Adobe Inc (ADBE); Compass Minerals International Inc (CMP); NiSource Inc (NI) andDominion Energy Inc (D)
Read about topics from this episode.
Retiring in a Down Market? Consider These Strategies
Will Porsche’s Stock IPO Be as Popular as Its Sports Cars?
Volkswagen Announces Pricing of 25% Equity Stake Sale in Porsche
Why We Trade
The Tragic Irony of Overconfidence in Investing
The Inflation Reduction Act Is Spurring Interest in Clean Energy and Climate-Conscious Investing
Investing in Climate Action: 2 Renewable Energy Stocks to Consider
Why Are Utility Stocks Doing So Well?
No matter how much inflation rises, we’ll still need utilities, right? That’s what many investors think, and that has helped propel utilities stocks higher this year. But that might be about to change, as Morningstar’s Jakir Hossain explains. Plus, we look at why some of us can’t help but trade – even though we might not get the best outcomes.
Investing Insights has a new look and host! We’re bringing you a mix of market news, insights from analysts, and personal finance tips. We want to hear what you think about the new format. Let us know at podcast@morningstar.com.
Timestamps
0:06 Introduction
0:49 Volkswagen’s IPO looks good, but we have concerns over the timing.
2:06 Adobe is acquiring new design software
3:26 New lower fair value estimate for Compass Minerals’ stock
4:34 Why investors trade and how it can be dangerous to their portfolios.
6:12 What is driving the continued durability of utilities?
7:32 Is there room for utilities companies to grow?
10:21 Utilities stock picks
11:41 Retiring in a Down Market? Consider These Strategies
Companies mentioned in this episode.
Volkswagen AG (VLKAF); Adobe Inc (ADBE); Compass Minerals International Inc (CMP); NiSource Inc (NI) andDominion Energy Inc (D)
Read about topics from this episode.
Retiring in a Down Market? Consider These Strategies
Will Porsche’s Stock IPO Be as Popular as Its Sports Cars?
Volkswagen Announces Pricing of 25% Equity Stake Sale in Porsche
Why We Trade
The Tragic Irony of Overconfidence in Investing
The Inflation Reduction Act Is Spurring Interest in Clean Energy and Climate-Conscious Investing
Investing in Climate Action: 2 Renewable Energy Stocks to Consider
Why Are Utility Stocks Doing So Well?
Climate Week NYC is coming. In today’s episode, Kris Inton, an equity strategist for Morningstar Research Services, explains how carbon offsets work and highlights an airline stock that looks cheap today. We take a look at how attitudes and beliefs play a role in how people think about money.
Investing Insights has a new look and host! We’re bringing you a mix of market news, insights from analysts, and personal finance tips. We want to hear what you think about the new format. Let us know at podcast@morningstar.com.
0:06 Introduction
0:45 Inflation ticks up in August
2:04 Kroger reports second-quarter earnings
3:02 Where do money beliefs come from?
4:13 Climate Week NYC is coming
4:43 What are carbon offsets?
5:27 Few flyers buy carbon offsets with plane tickets
6:21 How would airlines handle carbon taxes?
7:22 An airline stock that looks cheap today
8:34 Stocks for a rising interest-rate environment
Companies mentioned in this episode. The Kroger Co (KR); Ryanair Holdings (RYAOF); Air Canada Class (ACDVF); American Airlines (AAL); Delta Airlines (DAL); Southwest Airlines (LUV); United Airlines (UAL), Charles Schwab (SCHW); and LPL Financial (LPLA).
Read about topics from this episode. When It Comes to Air Travel and Sustainability, Flyers Aren’t Walking the Walk by Kristoffer Inton
CPI Report Defies Hopes of Easing Inflation, for Now by Lauren Solberg and Preston Caldwell
Why We Expect Inflation to Fall in 2023 by Preston Caldwell
What Is Financial Psychology? By Sarah Newcomb
Follow us on social media.
Ivanna Hampton on Twitter: @ivannahampton Facebook: https://www.facebook.com/MorningstarInc/ Twitter: https://twitter.com/MorningstarInc Instagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/
Climate Week NYC is coming. In today’s episode, Kris Inton, an equity strategist for Morningstar Research Services, explains how carbon offsets work and highlights an airline stock that looks cheap today. We take a look at how attitudes and beliefs play a role in how people think about money.
Investing Insights has a new look and host! We’re bringing you a mix of market news, insights from analysts, and personal finance tips. We want to hear what you think about the new format. Let us know at podcast@morningstar.com.
0:06 Introduction
0:45 Inflation ticks up in August
2:04 Kroger reports second-quarter earnings
3:02 Where do money beliefs come from?
4:13 Climate Week NYC is coming
4:43 What are carbon offsets?
5:27 Few flyers buy carbon offsets with plane tickets
6:21 How would airlines handle carbon taxes?
7:22 An airline stock that looks cheap today
8:34 Stocks for a rising interest-rate environment
Companies mentioned in this episode. The Kroger Co (KR); Ryanair Holdings (RYAOF); Air Canada Class (ACDVF); American Airlines (AAL); Delta Airlines (DAL); Southwest Airlines (LUV); United Airlines (UAL), Charles Schwab (SCHW); and LPL Financial (LPLA).
Read about topics from this episode. When It Comes to Air Travel and Sustainability, Flyers Aren’t Walking the Walk by Kristoffer Inton
CPI Report Defies Hopes of Easing Inflation, for Now by Lauren Solberg and Preston Caldwell
Why We Expect Inflation to Fall in 2023 by Preston Caldwell
What Is Financial Psychology? By Sarah Newcomb
Follow us on social media.
Ivanna Hampton on Twitter: @ivannahampton Facebook: https://www.facebook.com/MorningstarInc/ Twitter: https://twitter.com/MorningstarInc Instagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/
Investing Insights has a new look and host! We’re bringing you a mix of market news, insights from analysts, and personal finance tips. In today’s episode, Abhinav Davuluri, a sector strategist for Morningstar Research Services, talks about Apple’s iPhone 14 launch and the unexpected news that Apple will keep prices the same as last year. We look at the latest jobs report and find good news for investors.
We want to hear what you think about the new format. Let us know at podcast@morningstar.com.
Timestamps
0:00 Introduction
0:45 Morningstar headlines
3:37 Apple keeps iPhone 14 prices the same as last year’s model
7:00 Should investors buy Apple stock?
8:07 Stock picks within the tech industry
10:11 Good reasons to overhaul a portfolio
Companies mentioned in this episode.
Starbucks (SBUX); Broadcom (AVGO); VMware (VMW); Apple (AAPL); Advanced Micro Devices (AMD); NVIDIA (NVDA); and ASML Holding (ASML)
Read about topics from this episode.
Why There is Good News for Investors in the Jobs Report by Lauren Solberg and Preston Caldwell
Starbucks Names Outsider Laxman Narasimhan as New CEO by Sean Dunlop
Broadcom’s Rosy Q4 Outlook Bucks Recent Cautious Commentary From Peers; Stock Undervalued by Abhinav Davuluri
Apple’s Modest iPhone 14 Upgrades Seen Leading to Modest iPhone Growth in Fiscal 2023 by Abhinav Davuluri
Nvidia Near-Term Headwinds Don’t Discourage Positive Long-Term Outlook by Abhinav Davuluri
Follow us on social media.
Ivanna Hampton on Twitter: @ivannahampton
Facebook: https://www.facebook.com/MorningstarInc/
Twitter: https://twitter.com/MorningstarInc
Instagram: https://www.instagram.com/morningstar...
LinkedIn: https://www.linkedin.com/company/5161/
Investing Insights has a new look and host! We’re bringing you a mix of market news, insights from analysts, and personal finance tips. In today’s episode, Abhinav Davuluri, a sector strategist for Morningstar Research Services, talks about Apple’s iPhone 14 launch and the unexpected news that Apple will keep prices the same as last year. We look at the latest jobs report and find good news for investors.
We want to hear what you think about the new format. Let us know at podcast@morningstar.com.
Timestamps
0:00 Introduction
0:45 Morningstar headlines
3:37 Apple keeps iPhone 14 prices the same as last year’s model
7:00 Should investors buy Apple stock?
8:07 Stock picks within the tech industry
10:11 Good reasons to overhaul a portfolio
Companies mentioned in this episode.
Starbucks (SBUX); Broadcom (AVGO); VMware (VMW); Apple (AAPL); Advanced Micro Devices (AMD); NVIDIA (NVDA); and ASML Holding (ASML)
Read about topics from this episode.
Why There is Good News for Investors in the Jobs Report by Lauren Solberg and Preston Caldwell
Starbucks Names Outsider Laxman Narasimhan as New CEO by Sean Dunlop
Broadcom’s Rosy Q4 Outlook Bucks Recent Cautious Commentary From Peers; Stock Undervalued by Abhinav Davuluri
Apple’s Modest iPhone 14 Upgrades Seen Leading to Modest iPhone Growth in Fiscal 2023 by Abhinav Davuluri
Nvidia Near-Term Headwinds Don’t Discourage Positive Long-Term Outlook by Abhinav Davuluri
Follow us on social media.
Ivanna Hampton on Twitter: @ivannahampton
Facebook: https://www.facebook.com/MorningstarInc/
Twitter: https://twitter.com/MorningstarInc
Instagram: https://www.instagram.com/morningstar...
LinkedIn: https://www.linkedin.com/company/5161/
0:00 Introduction
0:35 Morningstar headlines
4:18 Earnings season’s key takeaways
6:26 Reaction to Fed Chair Jerome Powell’s inflation speech in Jackson Hole, Wyoming
9:50 Stock picks among lithium producers, specialty chemical makers, auto parts manufacturers, and cybersecurity companies
13:24 3 high-quality stocks investors should consider
Companies mentioned in this episode.
Gap (GPS); VMware (VMW); Lithium Americas (LAC); Albemarle (ALB); Livent (LTHM);DuPont de Nemours (DD); Eastman Chemical (EMN); BorgWarner (BWA); Okta (OKTA); Fortinet (FTNT); Zscaler (ZS); Equifax (EFX); Salesforce (CRM); and Zimmer Biomet (ZBH)
Read about topics from this episode.
Why Buying the Dips Could Hurt Your Portfolio in a Bear Market by Sandy Ward
Strong U.S. Dollar a Headwind to Earnings Growth by Dave Sekera
Top Stock Picks Among Lithium Producers by Seth Goldstein
5 Undervalued Cybersecurity Stocks by Dave Sekera
Why We Expect the Fed to Cut Interest Rates in 2023 by Preston Caldwell
Follow us on social media.
Dave Sekera on Twitter: @MstarMarkets
Ivanna Hampton on Twitter: @ivannahampton
Facebook: https://www.facebook.com/MorningstarInc/
Twitter: https://twitter.com/MorningstarInc
Instagram: https://www.instagram.com/morningstar...
LinkedIn: https://www.linkedin.com/company/5161/
In this week’s podcast, Dave Sekera shares the top stock picks for the third quarter, Russ Kinnel finds a place to hide from interest-rate risk, and Christine Benz covers some strategies for a bear market.
In this week’s podcast, Dave Sekera and Susan Dziubinski discuss stock sectors to skip, Susan Dziubinski shares her thoughts on undervalued stocks, Christine Benz talks estate planning, and David Harrell shares his insights on dividend stocks.
In this week’s podcast, Dave Sekera and David Harrell discuss midyear dividend stock picks, Russ Kinnel reveals 3 good funds having a great year, and Carole Hodorowicz and Katherine Lynch talk about how to prepare for a recession.
In this week’s podcast, Dave Sekera and Susan Dziubinski talk about where to invest your money in 2022, Dan Sotiroff shares his thoughts on great international ETFs having a tough year, and Christine Benz and Susan Dziubinski discuss retirement in a bear market.
In this week’s podcast, Dave Sekera discusses 9 cheap defensive stocks, Christine Benz and Susan Dziubinski talk 401(k) statement surprises, and Susan Dziubinski tells you what 2 stocks to watch in July.
This week, we’re going to dive into Part Two of Your 2022 Midyear Portfolio Checkup. Please check out part one if you missed the previous episode. Today, Morningstar’s director of personal finance Christine Benz explains how to recession-proof your portfolio, guard it against inflation, and use tax strategies during a bear market.
This week, Morningstar’s director of personal finance Christine Benz talks about market volatility, the importance of portfolio strategy, and how rising interest rates affect investments.
In this week’s podcast, Amy Arnott and Susan Dziubinski tell you what you need to know before hiring a robo-advisor, and Keith Reid-Cleveland shares five questions you should ask a financial advisor.
In this week’s podcast, Amy Arnott discusses how new retirees can make sure they don’t outlive their assets, Susan Dziubinski shares her picks for stocks during market volatility, and Madeline Hume talks cryptocurrency myths.
In this week’s podcast, Susan Dziubinski and Dave Sekera discuss investing in a bear market, Christine Benz breaks down RMDs, and Russ Kinnel talks funds that got burned in 2022.
In this week’s podcast, Christine Benz addresses concerns about rising yields for retirement portfolios, Russ Kinnel shares his recommendations for some of the best fund picks out there, and David Harrell discusses dividend REITs with Kevin Brown.
In this week’s podcast, David Harrell and Dan Lefkovitz discuss dividend growth stocks. Christine Benz gives you a retirement policy to-do list. Patricia Oey and Susan Dziubinski talk 529 plans. Carole Hodorowicz and Katherine Lynch break down rising interest rates.
In this week’s podcast, Madeline Hume and Susan Dziubinski tell you what you need to know before investing in crypto, Patricia Oey and Susan Dziubinski bust some 529 plan myths ahead of “529 College Savings Day,” and Carole Hodorowicz shares six tips for college graduates.
Morningstar CEO Kunal Kapoor highlights the tools available to the next generation of investors in his keynote address for the 2022 Morningstar Investment Conference.
In this week’s podcast, we are featuring guests of the 2022 Morningstar Investment Conference. Mary Ellen Stanek, Joel Fried, and Al Mordecai, winners of Morningstar’s 2022 Investing Excellence Awards, share their investing insights.David Blanchett and Christine Benz talk about retirement income. Sonya Dreizler and Phuong Luong dive into the wealth divide. Sarah Bush and Jenny Johnson discuss the future of Franklin Templeton.
In this week’s podcast, Ben Johnson shares his insights into core ETFs, Carole Hodorowicz and Katherine Lynch tell you about supply chain shortages, Christine Benz and Susan Dziubinski discuss recession-proofing your portfolio, and David Harrell and Kevin Brown talk REITs.
In this week’s special episode, David Harrell from Morningstar Investment Management and Kevin Brown from Morningstar Research Services do a deep dive into the top three companies on Morningstar's REIT coverage list.
In this week’s special episode, Gregg Warren from Morningstar Research Services and Susan Dziubinski from Morningstar, Inc. tell us everything we need to know about Warren Buffett and Berkshire Hathaway.
In this week’s episode, David Harrell and Travis Miller talk utilities stocks, dividends, and interest rates. Plus, Christine Benz and Susan Dziubinski talk all things bond funds, required minimum distributions, and buckets.
In this week’s episode, Susan Dziubinski talks with the authors of Morningstar's 2022 Diversification Landscape Report: Christine Benz, Amy Arnott, and Emory Zink.
In this week’s podcast, Susan Dziubinski talks top stocks from winning managers, David Harrell and Travis Miller talk utility stocks, Christine Benz and Susan Dziubinski give you your April financial to-do list, and Carole Hodorowicz and Katherine Lynch discuss inflation’s effect on our paychecks.
In this week’s podcast, Susan Dziubinski and Megan Pacholok discuss risk in American’s target-date funds, David Harrell and Travis Miller talk utility stocks, Christine Benz and Susan Dziubinski share their insights into rising interest rates and retirement planning, and Dave Sekera discusses what rising interest rates mean for stocks and bonds.
In this week’s podcast, Susan Dziubinski and Megan Pacholok discuss risk in target-date funds, Christine Benz speaks with tax expert Ed Slott about qualified charitable distributions, Ed Slott tells you why you should review your estate plan, and Jake VanKersen compares Disney and Netflix stock.
In this week’s podcast, tax expert Ed Slott joins Morningstar’s Christine Benz to prepare us for the upcoming tax season. Together, they discuss required minimum distributions, backdoor IRA dos and don’ts, and tax traps to avoid.
In this week’s podcast, Ben Johnson and Susan Dziubinski discuss bond ETFs, Megan Pacholok talks target-date funds for an IRA, Christine Benz shares her tips for earning more on safe money, and lastly David Harrell and Dave Meats discuss industries and their sensitivity to commodity prices.
In this week’s podcast, Christine Benz and Susan Dziubinski discuss your financial to-do list for March and how you can derisk your portfolio, then, Ben Johnson and Susan Dziubinski talk low-volatility funds; and finally, Russel Kinnel fills us in on the top 3 funds losing their managers.
In this week’s podcast, Christine Benz discusses how much you should have in cash and then shares her tips for stock exposure; then, Russ Kinnel and Susan Dziubinski talk wide-moat funds; and finally, Dan Kemp fills us in on the crisis between Russia and Ukraine.
In this week’s podcast, Christine Benz discusses expectations for stocks and bonds and then shares her insights on your portfolio plan; then, Susan Dziubinski and Christine Benz talk about handling the volatile market; and finally, Keith Reid-Cleveland tells you what questions you need to ask a financial advisor.
In this week’s podcast, Nicholas Goralka and Susan Dziubinski discuss international stock funds, Christine Benz shares her tips for IRA contributions, Russ Kinnel discusses 3 funds for an IRA, and Dave Sekera shares his insights into dividend stocks.
In this week’s podcast, Nicholas Goralka and Susan Dziubinski discuss newly rated funds from Morningstar’s analysts, Ben Johnson discusses ETFs for your IRA, Christine Benz shares her February financial to-do list, and David Harrell and Dave Sekera share their insights into dividend stocks.
In this week’s podcast, Russ Kinnel and Susan Dziubinski share insights on funds in 2022, Ben Johnson discusses ETFs to protect your portfolio, Sachin Nagarajan shares his tips for investing in tech stocks, and Leslie Norton sits down with Michael Jantzi, founder of Sustainalytics, to talk about sustainable investing.
In this week’s podcast, David Harrell and Dave Sekera share insights on dividend stocks in 2022, Amy Arnott and Susan Dziubinski give us tips for retirement savings, Christine Benz tells us how to set a retirement withdrawal rate and then discusses what kinds of retirement portfolios can withstand volatility.
In this week’s podcast, Christine Benz and Susan Dziubinski tell us what issues retirees face in 2022, Carole Hodorowicz shows us how to improve your credit score, Amy Arnott shares her rebalancing tips, and Kris Inton discusses cannabis stocks.
In this week’s podcast, Christine Benz and Susan Dziubinski tell us how to tackle important financial tasks in 2022, Ben Johnson shares his insights on ETF trends from 2021, Russ Kinnel reflects on the year in funds, and Jason Kephart looks at whether the 60/40 portfolio held up in 2021.
In this week’s podcast, Alec Lucas discuss Vanguard in 2021, Amy Arnott fills us in on the latest diversification strategies for 2022, Christine Benz shares her tips for new retirees, and Robby Greengold shares his thoughts on Fidelity’s run in 2021.
In this week’s podcast, Adam Millson from Morningstar Research Services joins Susan Dziubinski from Morningstar Inc to provide tips for finding the best 529 plan, a roundup of the top 3 plans in Morningstar’s coverage, and a list of plans to avoid.
In this week’s podcast, Kristoffer Inton shares his take on cryptocurrency, Onramp Invest CEO Tyrone Ross gives advisors tips for their crypto curious clients, and Ben Johnson fills us in on new crypto ETF strategies.
In this week’s podcast, we explore two approaches to sustainable investing, Jackie Cook urges investors to make a positive impact with their portfolios, and Hortense Bioy shows us what to look for in an investment’s sustainability claims.
In this week’s podcast, Susan Dziubinski and Jason Kephart discuss collective investment trusts, Adam Millson fills us in on the latest 529 plan ratings, and Christine Benz shares her tips for RMD season as well as her takeaways from portfolio makeover week.
In this week’s podcast, Alyssa Stankiewicz and Hortense Bioy discuss the best approaches to ESG investing, Amy Arnottfills us in on why investors earn less than the funds they invest in, Russ Kinnel predicts what to expect for capital gains payouts in 2021, and Christine Benz has your November financial to-do list.
In this week’s podcast, Ben Johnson unpacks what tax changes could be in store for ETF investors, Jason Kephart fills us in on why asset managers are teaming up, Russ Kinnel discusses well-regarded funds having a tough year, and Tim Steffen has some year-end tax planning tips for us.
In this week’s podcast, Ben Johnson fills us in on the future of bitcoin ETFs, Elizabeth Foos investigates the key drivers behind interest in muni-bonds, Tim Steffen prepares investors for upcoming tax changes, and Megan Pacholok tells us everything we need to know about health savings accounts.
In this week’s podcast, Russ Kinnel tells us the top funds investors are buying, Dave Sekera tells us what opportunities await in the fourth quarter, Christine Benz shares the secret to financial success, and we add some financial tasks to your October to-do list.
In this week’s podcast, we feature Rob Arnott and Cathie Wood’s debate from the Morningstar Investment conference, Russ Kinnel explains the new ratings for a trio of Vanguard funds, David Harrell shows us how to effectively use payout ratios, and Christine Benz gives tips for retiring early.
Attendees, leaders, and experts joined online and in-person for the Morningstar Investment Conference last week. This year’s annual conference included insights from our CEO Kunal Kapoor about how one size fits all portfolios are coming to an end. Some of the top fund managers in the industry also shared their perspectives and investment philosophies.
Catch up on the discussions and more in this week’s podcast.
To access all the sessions from the 2021 Morningstar Investment Conference, use code “INVESTORMIC2021” to save $150 off registration.
Seth Goldstein on Twitter @SethGMStar1
Companies mentioned in this episode:
Tesla (TSLA); Sociedad Quimica y Minera de Chile (SQM); NXP Semiconductors (NXPI); and BorgWarner (BWA)
Articles:
5 Automakers Best Positioned for the Future
Steer Clear of Electric Vehicle Startups?
Raising Tesla's FVE on Improved Outlook for AV Software
NHTSA Opens Investigation into Tesla Autopilot Software
What Biden’s Executive Order Means for EVs
In this week’s podcast, Dave Sekera examines the current market environment by sector, Alec Lucas takes a closer look at the world's largest retail fund family, Ben Johnson explores dividend durability and ETFs, and Megan Pacholok shares a new way to look at funds.
How will the possible tax changes and the Secure Act affect retirees and their beneficiaries? What is the best way to supersize your Roth IRA? Are qualified charitable distributions worth it?
In this week’s podcast, tax- and retirement-planning expert Ed Slott joins Christine Benz from Morningstar, Inc to answer all these questions and more.
In this week’s podcast, Russ Kinnel shines a light on three struggling Gold-rated funds, Ed Slott tells us the new rules about inherited Roth IRAs, Christine Benz assigns us an important to-do for September, and Ben Johnson explains what’s been going on with ARK Innovation ETF.
In this week’s podcast, Ed Slott talks about qualified charitable distributions, Christine Benz helps investors play catch-up with their savings, and we highlight the latest additions to the Morningstar Prospects list.
In this week’s podcast, Ed Slott shows us how to supersize a Roth IRA, we highlight two new funds under our coverage, we take a closer look at the streaming landscape, and Andrew Willis puts the spotlight on an undervalued brewer.
In this week’s podcast, Ben Johnson talks about the future of direct indexing, Christine Benz shares valuable tips for pre-retirees, David Harrell shows us how to find a stable dividend, and Ed Slott prepares investors for possible tax changes.
In this week’s podcast, Russ Kinnel finds options for inflation protection, Christine Benz assigns us some tasks for the last days of summer, Kris Inton discusses the budding cannabis industry, and Ben Johnson explains how a fund’s rebalance affects returns.
In this week’s podcast, Christine Benz tells retirees why they should start strategizing about their RMDs now, Russ Kinnel shares some names on his Fantastic Funds list, and Jason Kephart takes a closer look at target-date funds from Vanguard, Fidelity, and T. Rowe Price.
In this week’s podcast, we’re pleased to present, “Closing the Gap: Building Black Dollars.” Financial professionals Brian Thompson and Rachel J. Robasciotti joined Morningstar associate editor Keith Reid-Cleveland and behavioral researcher Michael F. Thompson for a live discussion about closing the racial wealth gap. Learn about the unique challenges Black investors experience, listen to insights from our panelists, and explore resources on how to build wealth at any age.
Dave Sekera on Twitter @MstarMarkets
Companies mentioned in this episode:
Caterpillar (CAT); Deere (DE); US Concrete (USCR); 3M (MMM); Emerson (EMR); Honeywell (HON); Hubbell (HUBB); Fluor (FLR), Volkswagen (VWAPY); BMW (BMWYY); Ford (F); General Motors (GM); Tesla (TSLA); Sociedad Quimica Y Minera De Chile (SQM); Livent (LTHM); BorgWarner (BWA); DuPont (DD); American Electric Power (AEP); and Edison International (EIX)
Articles:
Which Stocks Benefit From Biden’s Infrastructure Plan?
5 Industries That Stand to Gain From Biden’s Jobs Plan
The Winners of the New Definition of Infrastructure
All Signs Still Point to an Increase in the Corporate Business Tax
Top Earners, Businesses Likely to See Tax Increases
We are at the halfway point of 2021. In this week’s podcast, we feature our analysts’ takes on the year so far. Find out how ETFs and funds have been performing, get some ideas for dividends, and learn some tips on how to perform an effective midyear portfolio checkup.
In this week’s podcast, Christine Benz gives us some financial tasks for July, we highlight three stocks that should be on your watchlist, Dan Kemp tells investors what to consider before buying crypto, and Christine Benz shows retirees how to see if their plans are tough enough to withstand inflation.
In this week’s podcast, Christine Benz tells us how to build a hands-off portfolio, our Ultimate Stock-Pickers share their favorite stocks, two IPOs catch the attention of our analysts, and Ben Johnson explains what it means when passive funds change their target indices.
In this week’s podcast, we reveal our Ultimate Stock-Pickers top pick, Russ Kinnel lists some funds that are sustainable for both your portfolio and the environment, Christine Benz discusses investment vehicles for heavy savers with extra funds, and Amy Arnott looks at diversifying equity holdings by factor.
In this week’s podcast, Christine Benz encourages investors to prioritize creating policy statements this month, Russ Kinnel uncovers which funds investors are selling in 2021, Christine Benz shows retirees how to assess their portfolios, and Ben Johnson tells us everything we need to know about thematic funds.
In this bonus episode of “Investing Insights,” we hear from three Morningstar equity analysts who cover airlines, cruise lines, and Airbnb. Welcome to “Market X-Ray," our new podcast that looks at investment opportunities and risks that go beyond the market headlines.
Want to hear more? Let us know at podcast@morningstar.com.
Companies mentioned in this episode:
Southwest (LUV); Delta (DAL); Royal Caribbean (RCL); Carnival (CCL); Norwegian (NCLH); Airbnb (ABNB); Booking (BKNG); Expedia (EXPE); Polaris (PII); Malibu Boats Inc. (MBUU); Sabre (SABR); Hilton (HLT); and Marriott (MAR).
Our analysts will discuss some of this year’s most popular stocks and evaluate them using Morningstar’s lens. You’ll learn why these stocks may be speculative or overvalued, and those we consider a value worth the investment.
In this week’s podcast, Morningstar CEO Kunal Kapoor discusses how individuals are making investing personal, Amy Arnott fills us in on different investment styles, Jonathan Guyton from Cornerstone Wealth Advisors tells us how inflation could affect our financial plans, and Christine Benz offers a gift idea for college graduates.
In this week’s podcast, David Blanchett explains the importance of flexibility concerning retirement withdrawal rates, Christine Benz talks about how a Biden tax proposal could change how investment gains are taxed for some, Russ Kinnel discusses how some funds in Morningstar’s new world large-stock value category have benefitted from a recent change, and we share a high-quality company in the world of powersports that’s considered a bargain.
In this week’s podcast, Christine Benz tells us how to take care of our finances in May, Michelle Singletary shares her experiences with helping family members financially, Russ Kinnel talks about cryptocurrency’s role in fund portfolios today, and Morningstar CEO Kunal Kapoor highlights recent trends among investors.
In this week’s podcast, David Blanchett shares advice for retirees in today’s low-yield environment, Amy Arnott and Christine Benz discuss their research on portfolio diversification, Christine Benz talks strategy about withdrawing money from retirement funds, and Gregg Warren talks about Berkshire Hathaway’s valuation.
In this week’s podcast, David Blanchett helps retirees prepare their portfolios for inflation, Christine Benz walks us through the ins and outs of building a sustainable portfolio, Jason Kephart fills us in on a relatively new area of research, and Ben Johnson shares his findings from the semiannual Active/Passive Barometer report.
In this week’s podcast, we share two dividend stocks our top managers like, we name two wide-moat stocks that are worth buying when the price is right, Kristoffer Inton discusses the pros and cons of ESG investing, and we look back on the shortest market crash in history.
In this week’s podcast, we highlight 3 wide-moat dividend stocks our top managers like, Russ Kinnel shares Morningstar's favorite ESG funds, Damien Conover covers the healthcare sector’s strong performance, and David Meats fills us in on how energy outshined other sectors.
In this week’s podcast, Russ Kinnel tells us if he thinks value strategies will keep their momentum, Megan Pacholok fills us in on a strategy gaining popularity, Ed Slott discusses charitable contributions and tax returns, and Christine Benz shares her to-do list for April.
In this week’s podcast, Ed Slott discusses how the end of the stretch IRA will affect taxes and retirement planning, Christine Benz tells us why inflation should always be on our radars, Jason Kephart talks about the 2021 Target-Date Landscape report, and Christine Benz braces investors for a bubble.
In this week’s podcast, Ed Slott fills us in on possible tax changes to expect with the Biden Administration, we name 3 standouts in a shifting industry, Christine Benz discusses the impacts of rising bond yields, and Keith Reid-Cleveland explains different retirement plan options.
In this week’s podcast, we share our Ultimate Stock-Pickers favorite new-money buy, we shine a light on two undervalued stocks, Russ Kinnel discusses high-profile fund manager changes, and Ed Slott tells us what should be on our radars for tax season.
In this week’s podcast, Kristoffer Inton fills us in on everything we need to know about cryptocurrency, Alex Morozov highlights stocks set to recover after the pandemic, we share what the top money managers invested in last quarter, and Christine Benz encourages investors to make IRA and HSA contributions.
In this week’s podcast, Ben Johnson looks back on the market crash through the ETF lens, we highlight two active ETFs we like, Jason Kephart shares a hands-off solution for retirement savers, and Christine Benz suggests a vehicle to give investors a tax advantage.
In this week’s podcast, Christine Benz commemorates the one-year anniversary of the 2020 bear market, we add three new stocks to our coverage, Ben Johnson suggests two dividend ETF picks, and Margaret Giles shows us how to create a budget.
In this week’s podcast, Dave Sekera highlights pandemic-related trends, we find opportunities in a promising market, Christine Benz reminds us of an important deadline coming up, and we find a telecom stock that stands out amongst its peers.
In this week’s podcast, Christine Benz gives us financial tasks for February, Preston Caldwell forecasts the pandemic's long-run impact, we highlight a sector with little risk of dividend cuts, and Russ Kinnel screens the 10 highest-yielding funds in the Morningstar 500.
In this week’s podcast, we find opportunities in a lagging sector, Russ Kinnel offers ideas for an IRA, Ben Johnson unpacks a trend between mutual funds and ETFs, Andrew Willis shines a light on a virtual healthcare company, and Kristoffer Inton discusses uranium prices.
In this week’s podcast, we find opportunities in the second-worst-performing sector of 2020, Christine Benz shares tips for revisiting withdrawals as retirement goes on, Ben Johnson finds ETF picks in unpopular categories, and Christine Benz explains how to find the right amount of stock exposure in retirement.
In this week’s podcast, Dan Lefkovitz sees a brighter outlook for dividends this year, Mike Hodel finds dividend opportunities for 2021, Christine Benz helps investors to assess their financial goals, Russ Kinnel lists the pros and cons of various investment vehicles, and Christine Benz shares her financial to-do calendar.
In this week’s podcast, Russ Kinnel highlights 2020’s highs and lows for funds, Ben Johnson shares the top ETF stories for 2020, Maria Bruno tells retirees what to look out for in 2021, Dan Kemp predicts investment themes for the new year, and Christine Benz outlines the pros and cons of investing apps.
In this week’s podcast, we look at three highly-rated funds that are struggling, we highlight three Morningstar Medalist funds that are thriving, Ed Slott discusses the tax implications on charitable giving, Tim Steffen suggests strategies for year-end taxes, and Christine Benz breaks down the new math on emergency funds.
In this week’s podcast, Ben Johnson gives his take on Tesla joining the S&P 500, Ed Slott provides strategies for a no-RMD year, our analysts highlight three high-quality stocks, Ed Slott discusses taxes in 2021 and beyond, and Christine Benz shares tips for people who might temporarily be in a lower tax bracket.
In this week’s podcast, we reveal what stock was the high-conviction purchase for five of our favorite managers, Ben Johnson discusses the tax efficiency of ETFs, Christine Benz encourages investors to consider direct giving, Tim Steffen shares tax strategies for retirees, and Tom Whitelaw shows investors how to assess liquidity.
In this week’s podcast, Tim Steffen from Pimco shares year-end tax planning ideas, Christine Benz emphasizes the importance of emergency funds, Russ Kinnel finds a light at the end of the tunnel, David Swartz picks two bargains in the retail industry, and Michael Jantzi uncovers how investors are embracing sustainable investing.
Published in May 2020, the latest book from Stuart Lucas, “The Taxable Investor’s Manifesto” covers a wealth of his experience and advice to individual investors planning for long term success.
Stuart runs a multi-family office and has decades of investing, teaching, and authoring experience. Editor in Chief Nicolas Owens interviewed Stuart about the key takeaways in the book. You can also listen to the bulk of their conversation in this bonus episode of the Investing Insights podcast.
Bio
How to read “The Taxable Investor's Manifesto: Wealth Management Strategies to Last a Lifetime”
Other books from the author
In this week’s podcast, Alex Bryan highlights ETFs with high yields and high risks, our analysts share two stocks they are excited about, Christine Benz offers advice for open enrollment during the pandemic, Russ Kinnel provides fund ideas for foreign stocks, and Alyssa Stankiewicz discusses Morningstar's new ESG Commitment Level.
In this week’s podcast, we highlight three Morningstar medalist funds struggling this year, Christine Benz shares takeaways from portfolio makeover week and interviews one of her portfolio makeover subjects, Leo Acheson encourages investors to use HSAs as investment accounts, and Alex Bryan shows investors where they can find yield.
In this week’s podcast, Ben Johnson suggests coping strategies for market turbulence, Ian Tam encourages investors to avoid adjusting their portfolios in anticipation of the election outcome, we highlight three highly-rated Morningstar Medalist funds, Russ Kinnel explains fund upgrades and downgrades, and we share what we think Tesla is worth.
In this week’s podcast, Russ Kinnel explains the connection between manager ownership and fund performance, Ben Johnson highlights the subjectivity of indexes, T. Rowe Price's Jerome Clark is recognized for pioneering the target-date structure, and Joachim Kotze discusses the outlook for Rolls-Royce.
In this week’s podcast, we share three travel names we like, we highlight an undervalued energy stock, Pimco’s Mohit Mittal discusses how the coronavirus has impacted his team and the market, and we break down the basics and benefits of 529 college savings plans.
In this week’s podcast, Damien Conover examines how the healthcare sector has handled pandemic pressures, Kevin Brown names two REITs with high dividend payouts, Ben Johnson gives investors tips on index concentration, Brian Colello shares what we can expect from the technology sector, and Dave Meats addresses the massive impacts coronavirus has had on the energy sector.
In this week’s podcast, Alex Bryan explores the growing landscape of ESG ETFs, Russ Kinnel prepares investors for what they can expect from mutual fund capital gains this year, Aron Szapiro explains how election results can impact policy, and Erin Lash shares opportunities for investors in the consumer defensive sector.
In this week’s podcast, we reveal four dividend-paying stocks our top managers own, Christine Benz reminds investors of the keys to financial success, Russ Kinnel compares the asset growth of stock funds and bond funds, Christine Benz suggests a tax-advantaged tool for retirement planning, and financial advisor Cathy Curtis shares her approach to the planning needs unique to women.
In this week’s podcast, we are excited to present “Where to Turn When the Political Climate Heats Up,” a discussion with Amy Walter, the National Editor of The Cook Political Report, and Aron Szapiro, our director of policy research. In this discussion from the Morningstar Investment Conference, Walter shares her insights about the political climate and where the race for the president and Congress stand.
Visit go.morningstar.com/MIC to register today for the Morningstar Investment Conference and hear more great insights.
In this week’s podcast, we share what industrial stocks our Ultimate Stock Pickers bought, David Blanchett addresses what today's low bond yields mean for retirement planning, Russ Kinnel breaks down the criteria for Medalist ratings, and Christine Benz encourages investors to resist the urge to change their portfolios around the election.
In this week’s podcast, Alex Bryan tells investors how to bolster their portfolios when the dollar declines, David Blanchett explains how investors can estimate the length of their retirements, we shine a light on two overlooked stocks, and we share the wide-moat name that three of our favorite managers invested in.
In this week’s podcast, Christine Benz discusses how inflation could affect investors of all ages, Chelsey Tam highlights stocks in China’s technology sector, and Ben Johnson sheds a light on how actively managed funds have been performing.
In this week’s podcast, Dan Lefkovitz finds opportunities for equity-income investors, Christine Benz helps young investors avoid pitfalls, Amy Arnott shares trends in U.S. investor returns, and Russ Kinnel uncovers tips for navigating bear markets.
In this week’s podcast, we share two names we removed from our list of high-conviction picks in August, Christine Benz discusses the weakness in the U.S. dollar today, Christine Benz addresses retirement during a pandemic, and our analysts list three highly rated international funds for your portfolio.
In this week’s podcast, we share which utility stock we added to our list of high-conviction picks for August, Russ Kinnel uncovers which funds had the biggest outflows, Christine Benz discusses early retirement during a pandemic, Maria Bruno explores where people can find extra cash, and Russ Kinnel shares the top funds for income seekers.
In this week’s podcast, we highlight four utilities that have strong growth prospects, Maria Bruno talks about RMDs, Christine Benz discusses the fate of the 60/40 portfolio, Alex Bryan shows investors how to keep up with momentum investing, and we share four stocks we expect will struggle to increase their dividends.
In this week’s podcast, we discuss three stocks our analysts have removed from their list of high-conviction picks,we explain why these undervalued utilities offer investors opportunity for capital appreciation and yield, Christine Benz explores which bonds are the right fit for retirees today,and Alex Bryan addresses the role treasuries should play in a portfolio even when yields are low.
In this week’s podcast, Christine Benz uncovers the places income-seekers should search, Mark Miller discusses the pandemic’s impact on Social Security and Medicare, our analysts share 3 bond fund picks, Ben Johnson maps out the growing strategic-beta fund landscape, and Christine Benz encourages retirees to be flexible with their spending plans.
In this week’s podcast, Mark Miller encourages people to explore their options before filing for social security, Christine Benz explores strategies to upgrade your portfolio during a recession, we share two stocks our analysts have their eyes on, and our analysts comment on Amazon’s big presence in the market.
In this week’s podcast, Russ Kinnel discusses large-growth funds, Dan Sotiroff answers questions about the performance of foreign stock funds, Damien Conover shares his outlook for the healthcare sector, Dave Meats covers how energy stocks performed in the second quarter, Erin Lash finds opportunities in the consumer defensive sector, and Brian Colello unpacks how the technology sector rallied in the second quarter.
In this week’s podcast, Christine Benz details what investors should have on their radar for mid-year portfolio reviews, Sarah Bush highlights three individuals awarded for Investing Excellence, Jackie Cook breaks down the basics and importance of proxy voting, Ben Johnson discusses how fund fees have contracted in recent years and Russ Kinnel shares his favorite foreign large value funds.
In this week’s podcast, Christine Benz provides tips for approaching asset allocation when the stock market is volatile, Travis Miller shares three utility names in promising positions, and Kevin Brown highlights two companies that are paying above average dividends.
In this week’s podcast, we are pleased to present “Coronavirus Insights: Economic Impact, Vaccine Update.” Preston Caldwell and Karen Andersen from Morningstar Research Services discuss the impacts COVID-19 will have on the economy and when we can expect a vaccine.
In this week’s podcast, Russ Kinnel examines previous bear markets to figure out the best defense, Christine Benz shares the must-have documents for estate planning, Alec Lucas surveys the dividend landscape, Christine Benz offers advice for creating income when yields are low and provides a personal finance to-do list.
In this week’s podcast, Russ Kinnel shares four highly-rated funds that have reopened for investors, Alex Bryan addresses the risks and rewards of value investing, Madeline Hume evaluates how the recent market crisis affects college savings, Christine Benz suggests strategies for retirees who rely on dividend stocks, and our data reveals that stocks are less attractive today than they were in March.
In this week’s podcast, Christine Benz examines the implications this market could have on retirees; Josh Aguilar points out a stock with a consistent, predictable dividend; Christine Benz shares 5 investing missteps investors might make while navigating volatile markets and reminds us what to consider while looking for the right asset allocation for our portfolios; and Vanguard’s Maria Bruno addresses the decisions young investors face.
In this week’s podcast, Damien Conover shares which drug manufacturers have the most secure dividends, Eric Jacobson discusses the winners and losers of the most recent bond fund sell-off, Rebecca Scheuneman tells us what we can expect from the food industry in the coming months. PIMCO’s Tim Steffen considers these factors surrounding IRA conversions, and Christine Benz discusses how retired investors can handle their RMDs this year.
In this week’s podcast, we’re pleased to present “Coping With the Financial Toll of COVID-19,” a replay of a YouTube Premiere event featuringChristine Benz, the director of personal finance for Morningstar, Inc.
In this week’s podcast, Eric Compton finds opportunities within bank dividends in today’s market, Alex Bryan offers ideas for a range of ETFs on the ESG spectrum, Christine Benz takes a second look at what experts predicted for long-term returns of stocks and bonds, Illinois State Treasurer Mike Frerichs shares how the treasury office helps investors, Gregg Warren shares his thoughts on how Berkshire will be affected by the pandemic, and Christine Benz discusses how a downturn is not a buying opportunity for every investor.
In this week’s podcast, Dave Meats and Dave Sekera discuss oil prices, Russ Kinnel highlights what has suffered and what has persevered through recent volatility, Christine Benz shares personal finance tasks investors can do for their portfolio while the world is on pause, Russ Kinnel examines funds that held up better than others during recent market turbulence, and we offer guidance on how to navigate the current market crisis.
In this week’s podcast, we share insights about three funds that have reopened, Mike Hodel examines the communications sector, Brian Bernard analyzes industrials, Christine Benz explains how bonds can still play a pivotal role in your portfolio, Tony Thomas shares surprises from the latest fund flows report, and tax and financial planning specialist Jeff Levine discusses how to improve our tax position.
In this week’s podcast, we’re pleased to present “How to Cope with Market Volatility,” a collection of content from Morningstar experts.
In this week’s podcast, Susan Dziubinski highlights three dividend growth funds, Alex Bryan reveals areas of the market that have performed worse than others during the economic downturn, Christine Benz offers ideas for forming and maintaining healthy investment habits, Damien Conover puts a spotlight on the most undervalued industry in the healthcare sector, Eric Jacobson explains why today’s market situation is different than it was in 2008, and IRA expert Ed Slott discusses converting from a traditional IRA to a Roth.
In this week’s podcast, Beth Foos highlights how the coronavirus has affected the municipal-bond market, Dan Lefkovitz discusses the sustainability of dividend-paying stocks, Mike Hodel gives an update on telecom stocks, Ben Johnson and Colin Plunkett breakdown the effects that electronic-only trading will have on the New York Stock Exchange and investors, Christine Benz explains how bucketing during times of turmoil can help investors both old and new, and lastly, Johannes Faul predicts that although the coronavirus fallout has hurt the markets, we can anticipate a strong, lasting comeback.
In this week’s podcast, we continue to cover movements in the market and how you should invest amid times of volatility. First, Daniel Needham discusses the importance of staying invested. Then, Karen Andersen and Preston Caldwell discuss the implications of the coronavirus for the economy and the market. Next, we highlight sectors that are the most undervalued. Then, Russ Kinnel highlights funds that saw improvement in ratings after leadership changes. Lastly, Christine Benz shares the exceptions to the rule of sitting still during market volatility.
In this week’s podcast, we continue to cover market volatility and coronavirus concerns with Ben Johnson exploring how ETFs might behave and affect the broader market. Then, equity analyst Kevin Brown provides insights into buying opportunities in hotel REITs. Next, how investors in Asia are reacting in the ETF space. Andrew Lill looks at our take on the market; and finally, where we see value in travel firms.
In this week’s podcast, market volatility continues to dominate the news; Christine Benz discusses how to turn a down market to your advantage, followed by Russ Kinnel’s fund picks that provide safety in times of uncertainty. Alex Bryan investigates how low-volatility funds are faring during market downturns; in this low interest rate environment, our equity analysts share two picks for stocks with burly dividends. Then, Mark Miller breaks down the differences between traditional Medicare and Medicare Advantage.
In this week’s podcast, as market volatility dominates the news, we discuss the persistence of turbulence and get some ideas from Christine Benz on what investors should do. It was Tax and IRA week on morningstar.com and we have a series of reports on fund picks and tips from Russ Kinnel, Christine Benz, Jeff Stafford, Karin Anderson.
In this week’s podcast, our analysts share three dividend growth stocks for your radar, Russ Kinnel highlights funds with exceptional People ratings, Julie Bhusal Sharma explains why we raised Intuit’s fair value estimate, Katie Reichart uncovers reasons for Oakmark’s success, and Damien Conover shares key takeaways from pharma earnings.
In this week’s podcast, Christine Benz shares some investment ideas for your IRA, Damien Conover takes a look at valuation within the healthcare sector through an ESG lens, Dan Sotiroff discusses why international stocks have lagged behind the U.S. market, Connor Young highlights 11 up-and-coming or under-the-radar managers, and Kristoffer Inton unpacks why opportunities in gold are limited.
In this week’s podcast, analyst Kevin Brown highlights dividend opportunities in the real estate sector, Christine Benz discusses some steps to take to prepare for tax day, Russ Kinnel provides insight into recent fund upgrades and downgrades, Brian Colello reviews tech stocks’ valuation trends, Dan Lefkovitz compares the pros and cons of dividends versus buybacks, and Greggory Warren uncovers practices of successful asset managers and which players are best positioned for the next decade.
In this week’s podcast, Michael Hodel highlights two new dividend opportunities for 2020, equity analyst Eric Compton provides insight on how the current economic cycle might affect banks, manager research analyst Linda Abu Mushrefova shows how investors can diversify with mid-cap funds, Karen Andersen explains how ESG issues impact Big Pharma and biotech companies, and Christine Benz with key takeaways from annual projections issued by several investment firms.
In this week’s podcast, our fund analysts share their foreign-stock favorites to increase your international-equity exposure, Christine Benz discusses her model retirement saver and bucket portfolios, director of passive strategies Alex Bryan on which parts of the market are more ideal for an active approach, equity analyst Dan Romanoff highlights why wide-moat Aspen is well positioned for an oil and gas rebound, and analyst Emory Zink recommends how to pick a short-term bond fund.
In this week’s podcast, Russel Kinnel reviews changes in the mutual funds industry in 2019, Christine Benz provides a tidy way to tackle your financial to-do list over the year, Robby Greengold discusses Fidelity’s highs and lows in the past year, equity analyst Erin Lash shares why Kraft Heinz is worth considering, and our equity analysts examine the utilities, integrated oils, and midstream industries through the lens of ESG.
In this week’s podcast, Christine Benz picks three bond-fund favorites for New Year’s rebalancing, Alec Lucas reviews Vanguard’s evolution in 2019, Charles Gross forecasts a favorable outlook for the housing market, Christine Benz highlights items that should be on investors’ radars in 2020, and Travis Miller sheds light on why renewable energy will be one of the biggest growth drivers in utilities sector.
In this week’s podcast, equity analyst Joe Gemino highlights Enbridge as a dividend opportunity, Christine Benz invites Vanguard's Maria Bruno to talk about strategies for young investors, equity analyst Zain Akbari analyzes which brick-and-mortars can contend with Amazon, Daniel Sotiroff shares insights on the evolution of foreign stock index funds, and Christine Benz discusses what SECURE Act means for retirement.
In this week’s podcast, Christine Benz discusses her newest ESG model portfolios; Damien Conover on AbbVie’s dividend potential; Alex Bryan with TIPS ETFs to consider; our view on standout boutique Diamond Hill; and a look into our new factor profile tool.
In this week’s podcast; Russ Kinnel shares his favorite equity funds for retirement; analyst Philip Gorham highlights dividend opportunities in big tobacco; Christine Benz invites Vanguard’s head of ETF product management, Rich Powers, to discuss trends in bond index investing; Jon Hale breaks down the update to our sustainability rating methodology; Christine Benz explains how charitable giving can improve your portfolio; and analyst Julie Bhusal Sharma spell out how Accenture keeps it moat.
Welcome to the Investing Insights Podcast from Morningstar.com. We’re taking a brief holiday hiatus and will return to publishing on Friday, December 6th. In the meantime, listen to Morningstar’s flash briefing on your Alexa-enabled device. Six days a week we deliver the latest news for investors. Just say, “Alexa, enable the Morningstar skill,” or visit Morningstar.com/alexa. From everyone here at Morningstar, thanks for listening.
In this week’s podcast, Robby Greengold highlights three stand-out value funds, Michael Hodel shares dividend opportunities in telecom, Vanguard's Joel Dickson discusses spending enough in retirement, Charles Gross explains why Sherwin-Williams is overvalued, and Christine Benz shares lessons learned from portfolio makeover week.
In this week’s podcast, equity analyst Eric Compton highlights bank dividends, Vanguard’sRich Powers discusses what drives fund flows into ETFs, equity analyst Scott Pope explains what makes United Rentals attractive, Jeff Holt provides guidance on choosing the right target-date fund, and analyst Eric Jacobson shares our favorite core plus bond fonds.
In this week’s podcast, Vanguard's Maria Bruno offers some fourth-quarter portfolio strategies to prepare retirees for next year's tax season, Travis Miller discusses dividend opportunities in the utilities sector, Eric Jacobson breaks down high-yield municipal bonds, Alec Lucas explores dividend fund options offered by Vanguard, and Soo Romanoff sheds light on Teva’s valuation against the backdrop of the politically charged opioid epidemic.
In this week’s podcast, opportunities for dividend-focused investors in the integrated oil group; the many moving parts of Medicare; generating cash flows from your portfolio; our picks around electric vehicles; and Russ Kinnel's Favorite Balanced Funds.
In this week’s podcast, our analysts highlight three great value funds, equity analyst Charles Fishman talks energy, Alex Bryan shares three bond ETFs for a low yield environment, analyst Madeline Hume discusses results from our recent college saving plan ratings, and Alec Lucas picks three gold-rated large growth funds for your shopping cart.
In this week’s podcast, Brian Colello picks out three stand-out tech stocks for dividend seekers, Christine Benz discusses which types of bond funds make sense for most investors, Russ Kinnel points out factors to watch for with capital gains distributions, Neil Macker highlights opportunities in the fast-growing video game space, and Alex Bryan shares two winning low-volatility funds for volatile markets.
In this week’s podcast, Susan Dziubinski invites our manager research analysts to share three funds that favor wide-moat stocks, Christine Benz discusses what to think about when it comes to diversifying your bond portfolios, analyst Tony Thomas dissects Dodge & Cox’s recipe for success, analyst Anna Baran highlights an undervalued but high uncertainty stock, and Dave Sekera breaks down fixed-income market performance in the third quarter.
In this week’s podcast, equity analyst David Swartz highlights three high-yield stocks with stable dividends in the consumer sector, Christine Benz invites Judith Ward from T. Rowe Price to discuss cash cushions, equity analyst Erin Lash picks a wide-moat stock from the packaged food aisle, Alec Lucas shares a few great picks from Vanguard’s large-cap offerings, and equity analyst John Barrett discusses why investors should wait before purchasing two noted payroll processors.
In this week’s podcast, Ultimate Stock Pickers highlights three cheap dividend payers with moats, Christine Benz invites Judith Ward from T. Rowe Price to share highlights from new research on retirement preparedness, equity analyst Matthew Dolgin shares why CenturyLink is a bargain, Russ Kinnel picks his favorite short-term bond funds for investors looking to reduce risk, Jon Hale invites Karin Anderson to discuss new fixed income research on how asset managers are approaching sustainability.
In this week’s podcast, Russ Kinnel explains the reasons why we lower a fund’s analyst rating, equity analyst Damien Conover highlights two pharmaceutical stocks’ dividend opportunities, Christine Benz invites T. Rowe Price's Judith Ward to discuss how to plan for market downturns after retirement, analyst David Kathman picks five great real estate funds to diversify your portfolio, equity analyst Eric Compton shares why Wells Fargo might be worth another look, and Christine Benz provides insights on how retirees can better plan for taxes in the 4th-quarter.
In this week’s podcast, fund analysts Robby Greengold, Connor Young, and Nick Watson highlight three funds that are worse than they look, Christine Benz provides tips on simple, effective ways to de-risk a portfolio, equity analyst Seth Goldstein explains how to best play an expected agricultural recovery, senior fund analyst Alec Lucas discusses recently reopened Vanguard Dividend Growth, and Dan Wasiolek shares insights on why you should pick Wyndham Hotels Shares.
In this week’s podcast, Christine Benz shares valuable insights for retirees on traps to avoid in a turbulent market, Jake Strole comments on CVS’ new approaches to managing healthcare needs, Alex Bryan addresses possible risks indexing poses for the market, Krzysztof Smalec highlights a new wide-moat stock for your watchlist, Alec Lucas explains what makes American Funds’ equity lineup golden, and Dan Kemp explains whether bond yields can really predict recession.
In this week’s podcast, Andrew Bischof forecasts high dividend-growth potential for select utility stocks, Josh Charlson discusses great ways to use target-date strategies in your own portfolio, Gregg Wolper explains differences and similarities between investing in foreign versus US stock funds, Dan Sotiroff provides insight on foreign stocks’ tax treatment, Dan Kemp talks inverted bond yield curves and whether a recession is in the cards, and the Ultimate Stock-Pickers team provides stock picks in industrials, energy, and technology.
In this week’s podcast, special guest Rupal Bhansali of Ariel Investments offers her insight into current markets; Russ Kinnel shares key takeaways from his latest research on the costs of poor timing; Christine Benz discusses how to protect your portfolio from a stock-market sell-off; our analysts highlight three funds that are better than they look; Rajiv Bhatia discusses wide-moat financial stocks; and Eric Jacobson gives valuable tips for picking TIPS funds.
In this week’s podcast, Abhinav Davuluri sheds light on values in tech stocks, Christine Benz speaks with Ben Johnson on the tax efficiency of different fund types, special guest Mary Beth Franklin reviews Social Security options for spouses, Dan Sotiroff with picks for lower-risk foreign stock funds, Dave Meats finds attractive buying opportunities in upstream energy stocks, and Katie Reichart reviews the subtle differences between T. Rowe Price large-cap medalists.
In this week’s podcast, Zain Akbari with a dividend stock for your shopping list, Christine Benz talks with Kevin McDevitt about where fund investors are putting their dollars this year, special guest Mark Miller discusses whether working longer should be a part of your retirement plan, Alex Bryan on whether you should invest abroad, John Barrett with a new high-quality stock for your watchlist, and Matt Dolgin finds attractive ideas among data center stocks.
In this week’s podcast, our analysts share three of their favorite bold bond funds, special guest Tim Steffen from Baird provides financial tips for gig economy workers, Brett Horn on what M&A means for payment processors, Christine Benz and Brian Moriarty discusses whether floating-rate funds are a fit for your portfolio, Ben Johnson on the pitfalls of market-cap weighted indexing, and Kris Inton with Morningstar’s outlook on cannabis stocks.
We’re airing a special edition of the podcast this week. Morningstar Director of Personal Finance Christine Benz talks with Russ Kinnel, Director of Manager Research and editor of Morningstar Fund Investor, about some of his favorite funds across a variety of different investment categories.
In this week’s podcast, our analysts talk about three great funds having a lousy year; special guest Mary Beth Franklin discusses the clever Social Security strategy that’ll be phased out next year; Debbie Wang puts LabCorp under the microscope; Christine Benz talks with special guest Carolyn McClanahan about planning and paying for long-term care; Alex Bryan shares three off-the-beaten-path ETFs; and RJ Hottovy examines Amazon’s future beyond Prime Day.
In this week’s podcast, our analysts share three funds managed by great up-and-comers; guest Ed Slott covers divorce, taxes and retirement planning; Tom Lauricella discusses key considerations for today’s bond investor; Christine Benz explains how to create a hands-off portfolio in retirement; Erin Lash gives her take on Campbell’s new recipe for profitable growth; and guest Mark Miller talks about Medicare pitfalls.
In this week’s podcast, Josh Aguilar on whether 3M is a good stock for dividend seekers, Christine Benz discusses what’s missing from her streamlined 3-funds portfolios, Nick Watson with an attractive small-cap value fund, Russ Kinnel shares his three favorite actively managed world-stock funds, Matthew Dolgin offers a best idea in networking, and Alex Bryan with three diverse funds for yield seekers.
In this week's podcast, funds run by topnotch managers, an excellent deep value fund, and cheap oilfield services companies.
In this week’s podcast, Dan Wasiolek shares his favorite dividend-paying stocks in the travel and leisure industry, Christine Benz talks with Baird’s Tim Steffen about how to fix Social Security, Russ Kinnel with three of his favorite mid-cap funds, Dan Romanoff on why we like undervalued Guidewire, Dan Sotiroff on some solid broad foreign index funds from Fidelity, and Karen Andersen on what the elimination of rebates could mean for drug manufacturers.
In this week’s podcast, our analysts take a look at three great funds for your “mad money” account, retirement expert Ed Slott talks with Christine Benz about mistakes to avoid with Qualified Charitable Distributions, Seth Goldstein with an undervalued wide-moat stock, Russ Kinnel with three of his favorite actively managed large-cap funds, Madeline Hume recaps the findings in Morningstar’s latest 529 report, and Gregg Wolper takes a look at frontier funds.
In this special edition of the podcast, we’ll focus on what managers and practitioners had to say at the 2019 Morningstar Investment Conference. Three fixed-income experts share their expectations for the bond market, J.P. Morgan’s Anne Lester discusses the risks facing young retirees, T. Rowe Price manager David Giroux reveals where he’s finding opportunities today, Franklin Templeton’s Sonal Desai provides her economic outlook, and Blackrock’s Holly Framsted discusses the value factor.
This week on the podcast, we are celebrating Morningstar’s 35th Anniversary with a roundtable discussion between founder and executive chairman Joe Mansueto, Morningstar managing director Don Phillips, and Morningstar CEO Kunal Kapoor about Morningstar’s past, present and future. Stay tuned after the discussion for a brief video about what it means to us to empower investor success.
This week on the podcast, our analysts take a look at three funds that’ve been downgraded due to manager losses, Christine Benz discusses whether retirees need bonds, Abhinav Davuluri takes a look at earnings in the semiconductor industry, Ben Johnson discusses Morningstar’s latest research about fund fees, Dan Culloton talks about a promising international fund on our radar, and Gregg Warren discusses Berkshire Hathaway’s valuation.
On this week's podcast, low-volatility ETFs, a pick among California utilities, and funds for retirees.
This week on the podcast, Christine Benz shares three equity funds from her model portfolios for retirees, Damien Conover reveals what he expects from big pharma this earnings season, special guest Michael Kitces talks about the role likability plays when choosing an advisor, Sarah Bush explains why a well-liked bond fund was recently downgraded, Eric Compton discusses what bank earnings say about the health of the economy, and Russ Kinnel shares four of his favorite niche funds.
On this week's podcast, special guest Michael Kitces on sequence of return risk, a good world-allocation fund, and new retirement legislation.
This week on the podcast, Russ Kinnel discusses the dominant performance of growth strategies during the first quarter, Sarah Bush talks about the bond market’s performance so far this year, Ben Johnson recaps the first quarter in ETFs, Christine Benz on how to manage cash in retirement, Jake Strole with a high-quality yet undervalued insurer, and our analysts share 3 good funds having a great year.
This week on the podcast, Chris Higgins on Defense and aerospace dividend opportunities; a Gold-rated target-risk series from Vanguard; Dan Sotiroff on Passive Foreign-Stock Funds; Christine Benz on the tax benefits of health savings accounts; two funds to consider for non-US exposure; and Dave Whiston on auto sales this year.
This week on the podcast, Ali Mogharabi on what Lyft is worth, Christine Benz with fixed-income ETFs for retirees, Ariel’s John Rogers with two of his favorite mid-cap stocks, Brian Moriarty on the state of the high-yield bond market, Eric Compton with ratings changes in the bank sector, and Christine Benz with IRA contribution tips for later in life.
This week on the podcast, Christine Benz with tips for last-minute IRA contributions, Damien Conover with undervalued health-care stocks with secure dividends, Russ Kinnel with the recipe for finding “fantastic” funds, Erin Lash with high-quality and underpriced packaged goods stocks, Alfonzo Bruno with a strong inflation hedge from Vanguard, and Ariel’s John Rogers on the changing face of value investing.
This week on the podcast, our experts offer their mutual fund and ETF ideas for funding an IRA.
This week on the podcast, Christine Benz with 3 ideas for IRAs; Eric Compton sees an attractive dividend opportunity with Wells Fargo; Beth Foos on a Bronze-rated muni fund with a solid team; Erin Lash thinks Kraft Heinz is undervalued despite bad news; Alex Bryan with 4 ETFs for IRAs, and Jaime Katz on how the slowing housing market affects Home Depot and Lowe’s.
This week on the podcast, 3 new Morningstar Medalists; Christine Benz with 4 hidden benefits of Roth IRAs; A pending manager departure for T. Rowe Price High Yield; Allergan’s future looks promising; and Ben Johnson says index funds aren’t all passive
This week on the podcast, our analysts’ takes on Coca Cola and Cisco results; Christine Benz suggests three strategies for generating cash flow in retirement; Travis Miller highlights 3 utilities for income investors; Jon Hale talks about the growth of sustainable investing; Mark Cash gives his take on Dell stock; and Alex Bryan shares a low-cost ETF with a focus on strong businesses.
This week on the podcast, our analysts’ takes on Alphabet, GM, and Disney results; Christine Benz suggests three investment ideas for an IRA; Sarah Bush examines Bill Gross’ legacy; R. J. Hottovy takes a look at Starbucks; Ed Slott on obscure IRA rules; and Russ Kinnel gives his take on active funds during a downturn.
This week on the podcast, our stock news roundup with PG&E, Apple, Facebook, and Caterpillar; an upgrade for T. Rowe Price New Horizons; Greg Warren on wide-moat asset managers; dividends among tobacco firms; Russ Kinnel on Jack Bogle, and from our Portfolio Tuneup week, Christine Benz on streamlining your portfolio and setting your asset allocation.
This week on the podcast, our earnings roundup with Johnson & Johnson, Proctor & Gamble, Netflix, and IBM; Ed Slott on missed RMDs; what the government shutdown means for the debt ceiling; Russ Kinnel on investment themes for 2019; 3 gold-rated small-cap index funds to consider; and how to build a solid portfolio foundation.
On this week's episode, we put together a collection of clips from our interviews with Jack Bogle over the years.
This week on the podcast: Russ Kinnel on the year in funds; three newly reopened funds for the new year; Baird’s Tim Steffen on tax reporting missteps; a bank-loan fund pick; a well-positioned software firm; and bargain in the banking sector.
On this week's episode, we examine Apple’s revenue warning, Procter & Gamble’s progress, top dividend picks and how Fidelity and Vanguard fared over the last year.
On this week's episode, we look at Johnson & Johnson, beating the market, and bucket maintenance.
This week on the podcast: Ed Slott on RMD mistakes to avoid; evaluating fund laggards; why electricity demand is about to get a jolt; Gold-rated funds that are taking a beating; bond funds that should benefit from a flight to quality; and analyzing slowing home sales.
Our analysts discuss China, Exxon, fund winners and losers, and healthcare stocks on this week's episode.