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Recently Updated
Morningstar (Audio)
13 Elite Companies With Fast-Growing Dividends
2025/05/30
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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?
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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Market Volatility: The Stock Strategies That Are Paying Off in 2025
2025/05/23
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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
Follow us on social media.
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Worried About Inflation? What to Know Before Buying TIPS ETFs
2025/05/16
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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
Follow us on social media.
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Market Volatility: The Trade Deals That Could Calm Wall Street
2025/05/09
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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.
Facebook: https://www.facebook.com/MorningstarInc/
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Berkshire Hathaway's Annual Meeting Could Reveal Its Future Plans. Here's What We're Watching For.
2025/05/02
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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
Follow us on social media.
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Retirees: Here's How to Tweak the 4% Rule to Protect Your Nest Egg
2025/04/25
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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
Follow us on social media.
Facebook: https://www.facebook.com/MorningstarInc/
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Market Volatility: Which Investments Will Protect Your Portfolio in a Recession?
2025/04/18
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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
Follow us on social media.
Facebook: https://www.facebook.com/MorningstarInc/
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Market Volatility: What Lies Ahead in Trump's Trade War
2025/04/11
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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.
Facebook: https://www.facebook.com/MorningstarInc/
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Market Volatility: What to Watch in Q2 After Big Swings in Q1
2025/04/04
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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.
Facebook: https://www.facebook.com/MorningstarInc/
X: https://x.com/MorningstarInc
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LinkedIn: https://www.linkedin.com/company/5161/
Does It Pay to Copy Congress' Stock Trades?
2025/03/28
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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
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.
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
Follow us on social media.
Facebook: https://www.facebook.com/MorningstarInc/
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Can Healthcare Stocks Keep Outperforming the Market?
2025/03/21
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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
Follow us on social media.
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Worried About a Market Sell-Off? These 10 Funds Reduce Portfolio Risk
2025/03/14
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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
Follow us on social media.
Facebook: https://www.facebook.com/MorningstarInc/
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Gray Divorce: How to Avoid Triggering a Costly Tax Bill
2025/03/07
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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
Follow us on social media.
Facebook: https://www.facebook.com/MorningstarInc/
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LinkedIn: https://www.linkedin.com/company/5161/
Why the Bond Market Looks Brighter Than It Did in 2022
2025/02/28
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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
Follow us on social media.
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Where to Find Bargain Stocks in an Expensive Market
2025/02/21
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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?
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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
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These 4 Dividend ETFs Strike the Right Balance for Income Investors
2025/02/14
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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
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.
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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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Vanguard Fee Cuts May Be Small, But They’re a Win For Investors
2025/02/07
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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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How Inflation, Tariffs, and More Could Impact Your Finances in 2025
2025/01/31
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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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Introducing The Morning Filter
2025/01/27
Follow The Morning Filter on Apple Podcast to hear new episodes on Monday mornings.
https://podcasts.apple.com/us/podcast/the-morning-filter/id1792280057
Why Inflation Still Poses a Risk to Stocks and Bonds in 2025
2025/01/24
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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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Active ETFs vs Mutual Funds: What to Know Before Picking a New Fund
2025/01/17
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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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It's Getting Easier to Invest in Private Assets. What Does That Mean for Investors?
2025/01/10
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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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Where Investors Can Find the Highest Bond Yields in 2025
2025/01/03
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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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How the Fed's Surprise Outlook Adds to Market Uncertainty for 2025
2024/12/20
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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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How to Diversify Your Portfolio to Handle a Market Correction
2024/12/13
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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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What Higher Bond Yields Mean for Markets in 2025
2024/12/06
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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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Yes, You Can Still Find Tax-Loss Harvesting Opportunities in 2024
2024/11/22
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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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What You’re Getting Wrong About Dividend Investing
2024/11/15
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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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A Simpler Medicare Part D Is Coming. Here's How It Could Save You Money
2024/11/08
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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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A Better Way to Use Leverage in Your ETF Portfolio
2024/11/01
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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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How to Retire: Understand and Plan for Long-Term Care
2024/10/30
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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
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Apple Earnings Are on Deck. Will Apple Intelligence Help Drive iPhone Sales?
2024/10/25
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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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How to Retire: Prioritize Tax Planning in Retirement
2024/10/23
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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
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Is Your Portfolio Built to Withstand a Market Rotation?
2024/10/18
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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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How to Retire: Transition from Saving to Spending
2024/10/16
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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.
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Inherited IRA Rules: What You Need to Know Before 2025
2024/10/11
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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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How to Retire: Consider a Retirement Bucket Portfolio Strategy
2024/10/09
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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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How to Find the Best Health Savings Account
2024/10/04
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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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How to Retire: Know What ‘Enough’ Means in Retirement
2024/10/02
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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
Follow Christine Benz on social media.
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How GLP-1 Drugs Like Ozempic Are Boosting Biopharma Stocks
2024/09/27
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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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How to Retire: Stay Flexible with Your Retirement Spending
2024/09/25
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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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Is the Fed’s Plan to Avoid a Recession Working?
2024/09/20
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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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How to Retire: Understand the Role of Working Longer
2024/09/18
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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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Don't Overlook These Crucial Parts of Your Retirement Plan
2024/09/13
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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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Boating Season Is Over, but Don't Overlook These Recreational Vehicle Stocks
2024/09/06
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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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5 Ways to Improve America’s Retirement Savings
2024/08/30
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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
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Ivanna Hampton
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Mutual Funds Turn 100. Can Investors Still Count on Them?
2024/08/23
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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
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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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Too Many Investment Accounts? Here’s How to Reduce the Clutter
2024/08/16
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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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Now’s the Time to Diversify Beyond Magnificent Seven Stocks
2024/08/09
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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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3 Asset Classes That Could Raise Your Portfolio’s Risk Level
2024/08/02
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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
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Ivanna Hampton
Amy Arnott
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Why Picking Top Stocks Is Not Enough
2024/07/26
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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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Is There a New Leader in the AI Race?
2024/07/19
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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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BOXX ETF: Cash-Like Returns Without the Tax Bill
2024/07/12
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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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Active ETFs- What Investors Need to Know
2024/06/28
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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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What a Strong Economy Now Means for the Rest of 2024
2024/06/21
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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
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Ivanna Hampton
Tom Lauricella
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4 Reasons Why the Stock Market Has Delivered Impressive Performance
2024/06/14
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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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Why More Diversification Doesn’t Mean Better Returns
2024/06/07
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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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Invest in SpaceX Alongside Elon Musk? Why This Closed-End Fund Is Not Worth the Ride
2024/05/31
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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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Maximize Credit Card Points for Better Trips and Rewards
2024/05/24
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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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Inherited IRA Investors Get Another Break, but the Clock Is Ticking on RMDs
2024/05/17
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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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Short-Term Market Volatility Could Provide Long-Term Investing Opportunities
2024/05/10
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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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Magnificent Seven Stocks: What’s Going on With Apple, Tesla, and Alphabet?
2024/05/03
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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
Follow us on social media.
Facebook: https://www.facebook.com/MorningstarInc/
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Covered Call and Buffer ETFs: Do the Pros Outweigh the Cons?
2024/04/26
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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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Make These Investing Moves Now for a Better Tax Day in 2025
2024/04/19
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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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3 Cheap Stocks to Watch in the Fight Over Sports Streaming
2024/04/12
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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
Read what our team is writing:
Ivanna Hampton
Matthew Dolgin
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How to Find a Great Dividend Fund
2024/04/05
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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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The 4% Retirement Rule is Just a Starting Point
2024/03/29
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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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New Dividend Stocks: Can Meta and Salesforce Help Revive the Classic Strategy?
2024/03/22
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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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Self-Made Millionaire Tori Dunlap Embraces Mission to Make Women Rich
2024/03/15
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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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What’s Surprising Some Retirees About Their Social Security Benefits?
2024/03/08
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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/
SPY Vs VOO: Which of Warren Buffett’s Two ETFs Are a Better Bet?
2024/03/01
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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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How to Get the Most Out of Your Bond Investments
2024/02/23
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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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Walmart Stock Split and Earnings Are Coming Up. What to Expect.
2024/02/16
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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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Should You Bet on Online Gambling Stocks Now?
2024/02/09
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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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When Will the Fed Finally Cut Rates?
2024/02/02
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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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Facebook: https://www.facebook.com/MorningstarInc/
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Could Company 401(k)s Go the Way of IBM?
2024/01/26
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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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Why Now Is the Time for Value Investing
2024/01/19
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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.
Facebook: https://www.facebook.com/MorningstarInc/
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AI Can Help Restaurants Innovate, But Will It Deliver Profits?
2024/01/12
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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
Follow us on social media.
Facebook: https://www.facebook.com/MorningstarInc/
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Betting Big on Stocks Rarely Beats Boring Investing
2024/01/05
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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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5 Pieces of Good News for Investors as 2023 Wraps Up
2023/12/22
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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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Charlie Munger, Warren Buffett Built Berkshire Hathaway to Thrive After They’re Gone
2023/12/15
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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
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Why are Active ETFs Everywhere, and Are Investors Abandoning Mutual Funds?
2023/12/08
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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
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Timing the Market Doesn’t Work — We Did the Math
2023/12/01
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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
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Make the Most of Your HSA Benefits and Investments in 2024
2023/11/24
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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
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Headwinds Hold Airlines Back, But Check Out These Travel Stocks for the Holidays
2023/11/17
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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
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Higher Bond Yields and Interest Rates Are Here to Stay
2023/11/10
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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
New iShares Target-Date ETFs Provide Different Retirement Saving Path
2023/11/03
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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
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5 Scary Stocks for You to Avoid This Halloween
2023/10/27
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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
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Navigating Medicare Open Enrollment for 2024
2023/10/20
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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.
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Falling Mutual Fund and ETF Fees a ‘Big Win for Investors’
2023/10/13
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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
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TikTok: Risky Tax Advice and Supersize Valuations
2023/10/06
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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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Payment Pause Ends: Student Loan Expert Shares Repayment Tips
2023/09/29
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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
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Facebook: https://www.facebook.com/MorningstarInc/
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UAW Strike Raises Investor Risks
2023/09/22
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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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3 of the Best Robo-Advisors, and One of the Worst
2023/09/15
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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
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Facebook: https://www.facebook.com/MorningstarInc/
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Stocks to Consider as the U.S. Pushes to Reclassify Cannabis
2023/09/08
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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/
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From “Ripped Off” to a “Better Deal” – How Investors Fared Since the Market-Timing Scandal
2023/09/01
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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?
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Ivanna Hampton
Russel Kinnel
David Sekera
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Economy Outshines ‘Uneventful Earnings’
2023/08/25
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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]
Microsoft Bets Big on AI: What Investors Should Know, Part Two
2023/08/17
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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:
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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Microsoft Bets Big on AI: What Investors Should Know, Part One
2023/08/10
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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
Follow us on social media.
Facebook: https://www.facebook.com/MorningstarInc/
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Interest-Rate Forecast: What’s Next?
2023/08/04
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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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https://www.linkedin.com/company/5161/
What To Do With Your Cash Right Now
2023/07/28
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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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Ruth Saldanha on Twitter: @karishmaruth
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Nasdaq 100 Rebalance: What It Means for Your Portfolio
2023/07/21
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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
Threads Breaks Records, but Will It Produce Profits?
Uber and Dominos Deliver a New Deal
The Nasdaq 100 Needs Changing
What is the Nasdaq 100?
The ‘Magnificent Seven’
The Nasdaq’s Special Rebalance
Which Companies Will Gain from the Rebalance?
How Will the Nasdaq’s Rebalance Affect ETFs?
Money Market Funds vs. CDs: How To Choose
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
Follow us on social media.
Ivanna Hampton on Twitter: @IvannaHampton
Facebook: https://www.facebook.com/MorningstarInc/
Twitter: https://twitter.com/MorningstarInc
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LinkedIn: https://www.linkedin.com/company/5161/
Hiring a Financial Advisor? Honesty Counts (With Yourself, Too)
2023/07/14
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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.
How Many People in the U.S. Work with Financial Advisors?
Financial Need and Financial Advisors
Most Common Reasons for Hiring a Financial Advisor
Behavioral Coaching
What If It’s Not a Match?
What Should You Ask Yourself Before Hiring an Advisor?
Read about topics from this episode.
Firing Your Financial Advisor? When To Stay, When To Go
Spot Hidden Crypto Stocks and Funds in Your Portfolio
Why Advisors Shouldn’t Worry About Losing Trust During Market Volatility
More Investing Tools Won’t Solve All Your Problems
What to watch from Morningstar.
Firing Your Financial Advisor? When To Stay, When To Go
Midyear Market News: 'Unusual' Stock Rally and Today’s Sticky Inflation
Turning a ‘Hard No’ Into Financial Freedom
Read what our team is writing:
Ivanna Hampton
Danielle Labotka
Samantha Lamas
Follow us on social media.
Ivanna Hampton on Twitter: @IvannaHampton
Samantha Lamas on Twitter: @SamanthaLamas4
Facebook: https://www.facebook.com/MorningstarInc/
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LinkedIn: https://www.linkedin.com/company/5161/
Firing Your Financial Advisor? When To Stay, When To Go
2023/07/07
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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.
Why Do Investors Stop Working with Financial Advisors?
6 Most Common Reasons to Fire an Advisor
What Are Investors Actually Looking For?
Quality, Cost, and Performance Factor
Money Conversations with Your Advisor
How To Repair Your Relationship with Your Financial Advisor
Who Is Most Likely to Breaking Up with an Their Advisor?
Read about topics from this episode.
Why Do Investors ‘Break Up’ With Their Financial Advisor?
Why Advisors Shouldn’t Worry About Losing Trust During Market Volatility
More Investing Tools Won’t Solve All Your Problems
Even Advisors Aren’t Immune to Overconfidence Bias
What to watch from Morningstar.
Spot Hidden Crypto Stocks and Funds in Your Portfolio
Midyear Market News: 'Unusual' Stock Rally and Today’s Sticky Inflation
Turning a ‘Hard No’ Into Financial Freedom
Gain From the Weight-Loss Trend With These Stocks
Read what our team is writing:
Ivanna Hampton
Danielle Labotka
Samantha Lamas
Follow us on social media.
Ivanna Hampton on Twitter: @IvannaHampton
Samantha Lamas on Twitter: @SamanthaLamas4
Facebook: https://www.facebook.com/MorningstarInc/
Twitter: https://twitter.com/MorningstarInc
Instagram: https://www.instagram.com/morningstar ...
LinkedIn: https://www.linkedin.com/company/5161/
Spot Hidden Crypto Stocks and Funds in Your Portfolio
2023/06/30
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In today’s episode, Manan Agarwal, quantitative analyst for Morningstar Research Services, explains why cryptocurrencies aren’t hedges against stocks or inflation.
What Makes Digital Assets Different from Traditional Assets?
Unintended Cryptocurrency Exposures
Companies With Crypto Exposure
Bitcoin’s Extreme Volatility
How Do Funds Invest in Cryptocurrency?
Bank Collapse Ripple Effects
Bitcoin and Altcoins During Bull and Bear Markets
Is Crypto a Hedge Against Stocks and Inflation?
How Do Investors Uncover Hidden Crypto Exposure?
Where Should Investors Invest?
Read about topics from this episode.
The Crypto ETP Market in 6 Charts
Uncovering the Hidden Crypto Exposures in Your Investment Portfolio
Are Crypto ETFs Coming?
What High Inflation Means for Your Portfolio
What to watch from Morningstar.
Midyear Market News: 'Unusual' Stock Rally and Today’s Sticky Inflation
Turning a ‘Hard No’ Into Financial Freedom
Gain From the Weight-Loss Trend With These Stocks
Double Trouble: How the Dot-Com and Tech Bubbles Compare
Read what our team is writing:
Ivanna Hampton
Manan Agarwal
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/
Midyear Market News: 'Unusual' Stock Rally and Today’s Sticky Inflation
2023/06/23
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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
Facebook: https://www.facebook.com/MorningstarInc/
Twitter: https://twitter.com/MorningstarInc
Instagram: https://www.instagram.com/morningstar ...
LinkedIn: https://www.linkedin.com/company/5161/
Turning a ‘Hard No’ Into Financial Freedom
2023/06/16
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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
Facebook: https://www.facebook.com/MorningstarInc/
Twitter: https://twitter.com/MorningstarInc
Instagram: https://www.instagram.com/morningstar ...
LinkedIn: https://www.linkedin.com/company/5161/
Gain From the Weight-Loss Trend With These Stocks
2023/06/09
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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
Facebook: https://www.facebook.com/MorningstarInc/
Twitter: https://twitter.com/MorningstarInc
Instagram: https://www.instagram.com/morningstar ...
LinkedIn: https://www.linkedin.com/company/5161/
Double Trouble: How the Dot-Com and Tech Bubbles Compare
2023/06/02
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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
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/
What to Do as Recession Fears Grip Investors
2023/05/26
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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
Facebook: https://www.facebook.com/MorningstarInc/
Twitter: https://twitter.com/MorningstarInc
Instagram: https://www.instagram.com/morningstar ...
LinkedIn: https://www.linkedin.com/company/5161/
Just Where’s the U.S. Economy Headed?
2023/05/19
Active ETFs Take Off –– 3 Ideas for Investors
2023/05/12
Berkshire Hathaway: 4 Questions and 5 Cheap Stocks
2023/05/05
Morningstar Investment Conference: Recession Risks and the Markets
2023/04/28
Planning to Retire Soon? Flexibility and Spending Count
2023/04/21
Where Can the Automotive Industry Go From Here?: Part Two
2023/04/14
Where Can the Automotive Industry Go From Here?: Part One
2023/04/07
How Do Vanguard’s Target-Date Funds Stack Up?
2023/03/31
Why the Nasdaq 100 Isn’t a Particularly Good Investment
2023/03/24
Why the Banking Crisis Is a Big Deal
2023/03/17
Where to Invest: Stocks or CDs?
2023/03/10
Is Berkshire Hathaway Stock a Buy After Rocky Results?
2023/03/03
Should You Fund Your 401(k) First or Your IRA?
2023/02/24
With IRA Deadline Looming, Don't Make These Mistakes
2023/02/17
Could Meta Make a Comeback?
2023/02/10
How Secure Act 2.0 Changes RMD Rules
2023/02/03
Should You Buy a House Right Now?
2023/01/27
Big Banks Bracing for a Recession
2023/01/20
Create a New Financial Plan for the New Year: Part 2
2023/01/13
Create a New Financial Plan For the New Year: Part 1
2023/01/06
Stock and Bond Markets’ Wild Ride in 2022
2022/12/23
RMD Sticker Shock? How to Ease Your Tax Burden
2022/12/16
Top Retail Stocks on Sale This Holiday Season
2022/12/09
Should You Buy Dividend Stocks in a Recession?
2022/12/02
Retiring Soon? Make Sure to Check Your Asset Allocation
2022/11/25
Rising Interest Rates Make Bond Ladder ETFs More Appealing
2022/11/18
Cheap Stocks For You to Consider
2022/11/11
What to Buy or Skip: I Bonds, Apple, Amazon, or Meta
2022/11/04
Buy an Annuity Now? And How to Spot Financial Tricks Online
2022/10/28
Where to Park Your Cash and Find Recession-Resistant Stocks
2022/10/21
Markets are Undervalued, and We Highlight Some Cheap Stocks!
2022/10/14
We Examine Tesla's Stock and the Risks of a Strong Dollar
2022/10/07
When's the Best Time for a Roth IRA Conversion?
2022/09/30
Will Investors Ready, Set, Go for the Porsche IPO?
2022/09/23
High Inflation Shifts Focus to the Expected Federal Reserve Interest-Rate Hike
2022/09/16
New iPhone Can't Make Apple's Stock Shine
2022/09/09
Beware of Buying Low in a Bear Market
2022/09/02
Investing Insights
http://www.morningstar.com
A thoughtful look at investing opportunities and risks beyond the market headlines, plus personal finance and retirement tips, from Morningstar.
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