Morningstar (Audio)

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.

Facebook: https://www.facebook.com/MorningstarInc/

X: https://x.com/MorningstarInc

Instagram: https://www.instagram.com/morningstar ...

LinkedIn: https://www.linkedin.com/company/5161/

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/

X: https://x.com/MorningstarInc

Instagram: https://www.instagram.com/morningstar ...

LinkedIn: https://www.linkedin.com/company/5161/

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/

X: https://x.com/MorningstarInc

Instagram: https://www.instagram.com/morningstar ...

LinkedIn: https://www.linkedin.com/company/5161/

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/

X: https://x.com/MorningstarInc

Instagram: https://www.instagram.com/morningstar ...

LinkedIn: https://www.linkedin.com/company/5161/

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

Instagram: https://www.instagram.com/morningstar ...

LinkedIn: https://www.linkedin.com/company/5161/

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/

X: https://x.com/MorningstarInc

Instagram: https://www.instagram.com/morningstar ...

LinkedIn: https://www.linkedin.com/company/5161/

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.

Facebook: https://www.facebook.com/MorningstarInc/

X: https://x.com/MorningstarInc

Instagram: https://www.instagram.com/morningstar ...

LinkedIn: https://www.linkedin.com/company/5161/

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/

X: https://x.com/MorningstarInc

Instagram: https://www.instagram.com/morningstar ...

LinkedIn: https://www.linkedin.com/company/5161/

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/

X: https://x.com/MorningstarInc

Instagram: https://www.instagram.com/morningstar ...

LinkedIn: https://www.linkedin.com/company/5161/

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.

Facebook: https://www.facebook.com/MorningstarInc/

X: https://x.com/MorningstarInc

Instagram: https://www.instagram.com/morningstar ...

LinkedIn: https://www.linkedin.com/company/5161/

David Harrell, editor of Morningstar’s StockInvestor newsletter, investigated stock valuation trends from a watchlist with 120 names across the market. He reveals which stocks are relative bargains.

The Evolution of the Morningstar Style Box

What Is the Value-Growth Score for Stocks?

Why Investors Should Look Deeper Than Overall Market Trends

Investigating Stock Valuation Trends on the Tortoise and Hare Watchlist

Small-Cap Stock Findings

Are There Any Mega-Cap Stocks on Morningstar StockInvestor’s Watchlist?

Which Stocks Earned the Minimum Value-Growth Score?

Which Stocks Earned the Maximum Value-Growth Score?

What's next is now at the Morningstar Investment Conference. Register now to get to the source for cutting-edge research, expert insights, and thorough analysis.

https://www.morningstar.com/business/events/morningstar-investment-conference?refid=investingin Read about topics from this episode.

Subscribe to the StockInvestor Newsletter

3 Top Value Stocks to Buy and Hold for 2025

11 Newly Overvalued Stocks

Top 15 Value-Creating Stocks of the Past Decade

Weekly Market Update: Stocks Rise 1.35% as Tech Sector Gains

John Rekenthaler: ‘The House Is With You When You’re Investing’

Market Barometer

What to watch from Morningstar.

These 4 Dividend ETFs Strike the Right Balance for Income Investors
Vanguard Fee Cuts May Be Small, But They’re a Win For Investors
How Inflation, Tariffs, and More Could Impact Your Finances in 2025
Why Inflation Still Poses a Risk to Stocks and Bonds in 2025

Read what our team is writing:

David Harrell

Ivanna Hampton

Follow us on social media.

Facebook: https://www.facebook.com/MorningstarInc/

X: https://x.com/MorningstarInc

Instagram: https://www.instagram.com/morningstar ...

LinkedIn: https://www.linkedin.com/company/5161/

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.

https://www.morningstar.com/business/events/morningstar-investment-conference?refid=investingin

Read about topics from this episode.

The Top High Dividend ETFs for Passive Income in 2025

Is It Time to Reconsider Dividend Funds?

How to Choose a Dividend Fund

How to Maximize the Tax Efficiency of an ETF Portfolio

3 Great US ETFs for 2025 and Beyond

What to watch from Morningstar.

Vanguard Fee Cuts May Be Small, But They’re a Win For Investors

How Inflation, Tariffs, and More Could Impact Your Finances in 2025

Why Inflation Still Poses a Risk to Stocks and Bonds in 2025

Active ETFs vs Mutual Funds: What to Know Before Picking a New Fund

Read what our team is writing:

Bryan Armour

Ivanna Hampton

Follow us on social media.

Facebook: https://www.facebook.com/MorningstarInc/

X: https://x.com/MorningstarInc

Instagram: https://www.instagram.com/morningstar ...

LinkedIn: https://www.linkedin.com/company/5161/

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

Follow us on social media.

Facebook: https://www.facebook.com/MorningstarInc/

X: https://x.com/MorningstarInc

Instagram: https://www.instagram.com/morningstar ...

LinkedIn: https://www.linkedin.com/company/5161/

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

Follow us on social media.

Facebook: https://www.facebook.com/MorningstarInc/

X: https://x.com/MorningstarInc

Instagram: https://www.instagram.com/morningstar ...

LinkedIn: https://www.linkedin.com/company/5161/

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

Follow us on social media.

Facebook: https://www.facebook.com/MorningstarInc/

X: https://x.com/MorningstarInc

Instagram: https://www.instagram.com/morningstar ...

LinkedIn: https://www.linkedin.com/company/5161/

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

Follow us on social media.

Facebook: https://www.facebook.com/MorningstarInc/

X: https://x.com/MorningstarInc

Instagram: https://www.instagram.com/morningstar ...

LinkedIn: https://www.linkedin.com/company/5161/

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

Follow us on social media.

Facebook: https://www.facebook.com/MorningstarInc/

X: https://x.com/MorningstarInc

Instagram: https://www.instagram.com/morningstar ...

LinkedIn: https://www.linkedin.com/company/5161/

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

Follow us on social media.

Facebook: https://www.facebook.com/MorningstarInc/

X: https://x.com/MorningstarInc

Instagram: https://www.instagram.com/morningstar ...

LinkedIn: https://www.linkedin.com/company/5161/

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

Follow us on social media.

Facebook: https://www.facebook.com/MorningstarInc/

X: https://x.com/MorningstarInc

Instagram: https://www.instagram.com/morningstar ...

LinkedIn: https://www.linkedin.com/company/5161/

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

Follow us on social media.

Facebook: https://www.facebook.com/MorningstarInc/

X: https://x.com/MorningstarInc

Instagram: https://www.instagram.com/morningstar ...

LinkedIn: https://www.linkedin.com/company/5161/

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

Follow us on social media.

Facebook: https://www.facebook.com/MorningstarInc/

X: https://x.com/MorningstarInc

Instagram: https://www.instagram.com/morningstar ...

LinkedIn: https://www.linkedin.com/company/5161/

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

Follow us on social media.

Facebook: https://www.facebook.com/MorningstarInc/

X: https://x.com/MorningstarInc

Instagram: https://www.instagram.com/morningstar ...

LinkedIn: https://www.linkedin.com/company/5161/

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

Follow us on social media.

Facebook: https://www.facebook.com/MorningstarInc/

X: https://x.com/MorningstarInc

Instagram: https://www.instagram.com/morningstar ...

LinkedIn: https://www.linkedin.com/company/5161/

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

Follow us on social media.

Facebook: https://www.facebook.com/MorningstarInc/

X: https://x.com/MorningstarInc

Instagram: https://www.instagram.com/morningstar ...

LinkedIn: https://www.linkedin.com/company/5161/

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

Follow us on social media.

Facebook: https://www.facebook.com/MorningstarInc/

X: https://x.com/MorningstarInc

Instagram: https://www.instagram.com/morningstar ...

LinkedIn: https://www.linkedin.com/company/5161/

Christine Benz, Morningstar’s director of personal finance and retirement planning, interviews financial experts about different aspects of retirement in ‘How to Retire,’ the companion podcast to her book of the same name. In this episode, Christine talks with author and researcher Howard Gleckman about long-term care.

How Long-Term Care Differs from Conventional Healthcare

Why Americans Need More Long-Term Care Than Ever Before

Long-Term Care Isn’t Just in Nursing Homes

Does Medicare Cover Long-Term Care Costs?

Who Should Consider Long-Term Care Insurance?

The Financial Implications of Continuing Care Retirement Communities

Howard Gleckman’s Experience with Long-Term Care

Key Takeaways

Hi, I'm Christine Benz from Morningstar and welcome to the How to Retire podcast. It's a companion to my book, which is also called How to Retire . Each episode will provide a bite-sized lesson about how to do some aspect of retirement well.

If you read my work regularly, you know that I'm a little bit obsessed with the topic of long-term care, not just how to pay for it, but also all of the other dimensions of it, like the impact on families. To help discuss that topic, I reached out to Howard Gleckman. He is the author of a book called Caring for Our Parents, and he is also a Senior Fellow at the Urban Institute, where he is affiliated with the Tax Policy Center and the Program on Retirement Policy. He also writes a great blog for Forbes. I asked him to discuss the basics of long-term care, as well as the financial ramifications and implications for caregivers.

More from Howard Gleckman

Bio

Forbes Column

Urban Institute

TaxVox blog

Caring For Our Parents , by Howard Gleckman

Howard Gleckman on The Long View: ‘We Pretend This Isn’t a Problem’

Read more from Christine Benz.

How to Retire: Tips for Entering Retirement

The Hidden Crisis in Long-Term Care

How Likely Are You to Need Long-Term Care?

6 Steps for Smart Long-Term-Care Planning

Worried About Long-Term Care Expenses? Let’s Do Something About It.

Watch more from How to Retire.

How to Retire: Prioritize Tax Planning in Retirement

How to Retire: Transition from Saving to Spending

How to Retire: Consider a Retirement Bucket Portfolio Strategy

How to Retire: Know What ‘Enough’ Means in Retirement

How to Retire: Understand the Role of Working Longer

How to Retire: Stay Flexible with Your Retirement Spending

Read what our team is writing:

Christine Benz

Follow Christine Benz on social media.

X: https://x.com/christine_benz

LinkedIn: https://www.linkedin.com/in/christine-benz-b83b523

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

Follow us on social media.

Facebook: https://www.facebook.com/MorningstarInc/

X: https://x.com/MorningstarInc

Instagram: https://www.instagram.com/morningstar ...

LinkedIn: https://www.linkedin.com/company/5161/

Christine Benz, Morningstar’s director of personal finance and retirement planning, interviews financial experts about different aspects of retirement in ‘How to Retire,’ the companion podcast to her book of the same name. In this episode, Christine talks with financial planning expert Jeff Levine about the importance of tax planning in retirement.

Why Tax Planning is Key When Withdrawing from Your Retirement Portfolio

Will Your Taxes Decrease in Retirement?

Key Tax Strategies for Retirees Before They Have to Take RMDs

Do Rules of Thumb for Retirement Spending Make Sense?

How to Lower Your RMD Tax Bills

How Qualified Charitable Distributions Can Help Lower Your Tax Bill

Key Takeaways

Hi, I'm Christine Benz from Morningstar and welcome to the How to Retire podcast. It's a companion to my book, which is also called How to Retire . Each episode will provide a bite-sized lesson about how to do some aspect of your retirement well.

Today's episode will focus on the tricky topic of tax planning during retirement. To tackle this topic, I reached out to Jeff Levine, who is Lead Financial Planning Nerd at Kitces.com, and also serves as Chief Planning Officer at Buckingham Wealth Partners. Jeff is exceptionally good at explaining complex tax matters, so I knew that he would do a great job of delving into this topic.

More from Jeff Levine

Bio

Kitces.com

Buckingham Wealth Partners

Jeff Levine on The Long View: Smart Tax Moves for 2023 and Beyond

Read more from Christine Benz.

How to Retire: Tips for Entering Retirement

The Big Retirement Myth

Can You Control Required Minimum Distributions?

8 Little-Known Facts About RMDs

An Investing Road Map for Retirees

Read about topics from this episode.

4 RMD Mistakes to Avoid

How Retirees Can Avoid the ‘Tax Torpedo’

Watch more from How to Retire.

How to Retire: Transition from Saving to Spending

How to Retire: Consider a Retirement Bucket Portfolio Strategy

How to Retire: Know What ‘Enough’ Means in Retirement

How to Retire: Understand the Role of Working Longer

How to Retire: Stay Flexible with Your Retirement Spending

Read what our team is writing:

Christine Benz

Follow Christine Benz on social media.

X: https://x.com/christine_benz

LinkedIn: https://www.linkedin.com/in/christine-benz-b83b523

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

Follow us on social media.

Facebook: https://www.facebook.com/MorningstarInc/

X: https://x.com/MorningstarInc

Instagram: https://www.instagram.com/morningstar ...

LinkedIn: https://www.linkedin.com/company/5161/

Christine Benz, Morningstar’s director of personal finance and retirement planning, interviews financial experts about different aspects of retirement in ‘How to Retire,’ the companion podcast to her book of the same name. In this episode, Christine sits down with Washington Post personal finance columnist and author Michelle Singletary. They talk about the difficult psychological transition from saving to spending in retirement.

Transitioning from Saving to Spending in Retirement

How to Plan for Retirement When Your Spouse Doesn’t Retire at the Same Time

Are Annuities Helpful for In-Retirement Cash Needs?

Delaying Social Security in Retirement

How Couples Can Approach Different Money Mindsets in Retirement

Key Takeaways

Hi, I'm Christine Benz from Morningstar and welcome to the How to Retire podcast. It's a companion to my book, which is also called How to Retire . Each episode will provide a bite-sized lesson about how to do some aspect of retirement well.

One of my favorite personal finance journalists is author and Washington Post columnist, Michelle Singletary. Happy to say that I've gotten to know Michelle a bit through our regular conversations. In her work and presentations, she frequently discusses her thriftiness. So, I wanted to discuss with Michelle an issue that I've observed through talking to a lot of retirees, that if they've been good savers like Michelle, it's difficult to flip the switch into spending. I asked her to discuss that transition in her own household.

More from Michelle Singletary

Bio

The Color of Money

Spend Well, Live Rich

What To Do With Your Money When Crisis Hits: A Survival Guide, by Michelle Singletary

Michelle Singletary on The Long View: 'You Need Diversity'

Read more from Christine Benz.

How to Retire: Tips for Entering Retirement

3 Tricky Decisions for Every Retirement Plan

We Need to Talk About Your Retirement ‘Spending’

Social Security Planning Tips for Married Couples

How to Determine Your Expected Retirement Date

Read about topics from this episode.

The Psychology of Retirement Income: From Saving to Spending

How Retirees Can Avoid the ‘Tax Torpedo’

Watch more from How to Retire.

How to Retire: Consider a Retirement Bucket Portfolio Strategy

How to Retire: Know What ‘Enough’ Means in Retirement

How to Retire: Understand the Role of Working Longer

How to Retire: Stay Flexible with Your Retirement Spending

Read what our team is writing:

Christine Benz

Follow Christine Benz on social media.

X: https://x.com/christine_benz

LinkedIn: https://www.linkedin.com/in/christine-benz-b83b523

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

Follow us on social media.

Facebook: https://www.facebook.com/MorningstarInc/

X: https://x.com/MorningstarInc

Instagram: https://www.instagram.com/morningstar ...

LinkedIn: https://www.linkedin.com/company/5161/

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.

X: https://x.com/christine_benz

LinkedIn: https://www.linkedin.com/in/christine-benz-b83b523

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

Follow us on social media.

Facebook: https://www.facebook.com/MorningstarInc/

X: https://x.com/MorningstarInc

Instagram: https://www.instagram.com/morningstar ...

LinkedIn: https://www.linkedin.com/company/5161/

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.

X: https://x.com/christine_benz

LinkedIn: https://www.linkedin.com/in/christine-benz-b83b523

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

Follow us on social media.

Facebook: https://www.facebook.com/MorningstarInc/

X: https://x.com/MorningstarInc

Instagram: https://www.instagram.com/morningstar ...

LinkedIn: https://www.linkedin.com/company/5161/

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

Follow Christine Benz on social media.

X: https://x.com/christine_benz

LinkedIn: https://www.linkedin.com/in/christine-benz-b83b523

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

Follow us on social media.

Facebook: https://www.facebook.com/MorningstarInc/

X: https://x.com/MorningstarInc

Instagram: https://www.instagram.com/morningstar ...

LinkedIn: https://www.linkedin.com/company/5161/

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

Follow Christine Benz on social media.

X: https://x.com/christine_benz

LinkedIn: https://www.linkedin.com/in/christine-benz-b83b523

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

Follow us on social media.

Facebook: https://www.facebook.com/MorningstarInc/

X: https://x.com/MorningstarInc

Instagram: https://www.instagram.com/morningstar ...

LinkedIn: https://www.linkedin.com/company/5161/

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

Follow us on social media.

Facebook: https://www.facebook.com/MorningstarInc/

X: https://x.com/MorningstarInc

Instagram: https://www.instagram.com/morningstar ...

LinkedIn: https://www.linkedin.com/company/5161/

Why the Employment Retirement Income Security Act Has Been Successful

How Well Workers from Upper, Middle, and Lower Incomes are Saving for Retirement

Retirement Savings by Race and Ethnicity

How the Government and Employers Could Expand 401(k) Coverage

Improving Social Security

Would a National Retirement Savings Plan Replace Current Employer Plans?

Do Investors Need Fiduciary Protections like ERISA Extended to IRAs?

What’s At-Stake for Future Retirees

Read about topics from this episode.

The Time is Right for a National Retirement Savings Plan

Is Fixing Social Security and Medicare as Dire as It Seems?

Is There a Retirement Crisis?

The Saver’s Match Could Be a Game Changer for Retirement Savings—Especially for Black Women

How to Bridge a Retirement Shortfall

What to watch from Morningstar.

Mutual Funds Turn 100. Can Investors Still Count on Them?

Too Many Investment Accounts? Here’s How to Reduce the Clutter

Now’s the Time to Diversify Beyond Magnificent Seven Stocks

3 Asset Classes That Could Raise Your Portfolio’s Risk Level

Read what our team is writing:

Ivanna Hampton

Mark Miller

Follow us on social media.

Facebook: https://www.facebook.com/MorningstarInc/

X: https://x.com/MorningstarInc

Instagram: https://www.instagram.com/morningstar ...

LinkedIn: https://www.linkedin.com/company/5161/

Russ Kinnel, director of ratings for Morningstar Research Services, discusses mutual funds’ greatest achievement and their competition against ETFs.

Mutual Fund Industry Outlook

How This Law Protects Investors Investing in Mutual Funds

Mutual Fund Market Timing Scandal

How Mutual Funds Can Stay Competitive to ETFs

Competition from Crypto ETFs

Are Mutual Funds a Good Investment?

Mutual Funds’ Greatest Achievement

Are Mutual Funds Here to Stay?

Top Mutual Fund Picks

Read about topics from this episode.

How to Find the Right Value Fund for Your Portfolio

8 Fund Families the Mutual Fund Trading Scandal Changed Forever

20 Years After the Market-Timing Scandal, the Fund Industry Focuses on Transparency but Lacks Disclosure

ETFs vs. Mutual Funds: The Benefits That Really Matter

Winners and Losers In the Spot Bitcoin ETF Race

What to watch from Morningstar.

ADD NEW VIDEO

Now’s the Time to Diversify Beyond Magnificent Seven Stocks

3 Asset Classes That Could Raise Your Portfolio’s Risk Level

Why Picking Top Stocks Is Not Enough

Read what our team is writing:

Ivanna Hampton

Russel Kinnel

Follow us on social media.

Facebook: https://www.facebook.com/MorningstarInc/

X: https://x.com/MorningstarInc

Instagram: https://www.instagram.com/morningstar ...

LinkedIn: https://www.linkedin.com/company/5161/

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

Follow us on social media.

Facebook: https://www.facebook.com/MorningstarInc/

X: https://x.com/MorningstarInc

Instagram: https://www.instagram.com/morningstar ...

LinkedIn: https://www.linkedin.com/company/5161/

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

Follow us on social media.

Facebook: https://www.facebook.com/MorningstarInc/

X: https://x.com/MorningstarInc

Instagram: https://www.instagram.com/morningstar ...

LinkedIn: https://www.linkedin.com/company/5161/

Amy Arnott, a portfolio strategist for Morningstar Inc., explains why asset classes like REITs and high-yield bonds may raise a portfolio’s overall level of risk. She also discusses which areas investors should consider when building a diversified portfolio.

Benefits of Diversifying Beyond U.S. Stocks and Bonds

Which Asset Classes Didn’t Move in the Opposite Direction of Stocks?

International Stocks Correlations Have Shifted Towards U.S. Stocks

Should You Have International Stocks in Your Portfolio?

Commodities Stock Performance

What Hurdles Could Commodities Face?

Cryptocurrency's Correlation Trend and Role in Your Portfolio

What Investors Need to Know About Private Market Investing

REITs vs Overall U.S. Market

Best Diversifiers for Investors to Add to Their Portfolio

Read about topics from this episode.

3 Assets That Might Not Diversify as Well as You Think

How Did Diversified Portfolios Hold Up in 2023?

Why Simpler Has Been Better for Portfolio Diversification

Why More Diversification Doesn’t Mean Better Returns

What Higher Inflation Means for Stock/Bond Correlations

What to watch from Morningstar.

Why Picking Top Stocks Is Not Enough

Is There a New Leader in the AI Race?

BOXX ETF: Cash-Like Returns Without the Tax Bill

Active ETFs: What Investors Need to Know

Read what our team is writing:

Ivanna Hampton

Amy Arnott

Follow us on social media.

Facebook: https://www.facebook.com/MorningstarInc/

X: https://x.com/MorningstarInc

Instagram: https://www.instagram.com/morningstar ...

LinkedIn: https://www.linkedin.com/company/5161/

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

Follow us on social media.

Facebook: https://www.facebook.com/MorningstarInc/

X: https://x.com/MorningstarInc

Instagram: https://www.instagram.com/morningstar ...

LinkedIn: https://www.linkedin.com/company/5161/

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

Follow us on social media.

Facebook: https://www.facebook.com/MorningstarInc/

X: https://x.com/MorningstarInc

Instagram: https://www.instagram.com/morningstar ...

LinkedIn: https://www.linkedin.com/company/5161/

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

Follow us on social media.

Facebook: https://www.facebook.com/MorningstarInc/

X: https://x.com/MorningstarInc

Instagram: https://www.instagram.com/morningstar ...

LinkedIn: https://www.linkedin.com/company/5161/

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

Follow us on social media.

Facebook: https://www.facebook.com/MorningstarInc/

X: https://x.com/MorningstarInc

Instagram: https://www.instagram.com/morningstar ...

LinkedIn: https://www.linkedin.com/company/5161/

Tom Lauricella, Morningstar’s global markets editor and Smart Investor newsletter editor, discusses how a strong economy has defied expectations, why it’s still worthwhile to invest in bonds, and what to watch for in the second half of 2024.

How is the Market Reacting to the Federal Reserve’s Interest Rate Forecast?

Will the Economy Get a Soft Landing?

Nvidia is Driving the Stock Market’s Bull Run

Nvidia Stock Outlook

Why We’re Seeing More Stock Splits in 2024

New Dividends From Mega-Cap Tech Companies

What Could Provide a Lift to the Bond Market?

Why Investors Should Still Own Bonds

Key Takeaways

Read about topics from this episode.

Subscribe to Smart Investor

A Cautious Fed Eyes Just One Rate Cut In 2024

These Stocks Are (Still) Powering the Bull Market

What Does Nvidia’s Stock Split Mean for Investors?

Job Gains Surged Again In May, Dashing Hopes of a Sustainable Slowdown

It’s Been a Terrible Time for Bonds. Here’s Why You Should Own Them

What to watch from Morningstar.

4 Reasons Why the Stock Market Has Delivered Impressive Performance

Why More Diversification Doesn’t Mean Better Returns

Invest in SpaceX Alongside Elon Musk? Why This Closed-End Fund Is Not Worth the Ride

Maximize Credit Card Points for Better Trips and Rewards

Read what our team is writing:

Ivanna Hampton

Tom Lauricella

Follow us on social media.

Facebook: https://www.facebook.com/MorningstarInc/

X: https://twitter.com/MorningstarInc

Instagram: https://www.instagram.com/morningstar ...

LinkedIn: https://www.linkedin.com/company/5161/

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

Follow us on social media.

Facebook: https://www.facebook.com/MorningstarInc/

X: https://twitter.com/MorningstarInc

Instagram: https://www.instagram.com/morningstar ...

LinkedIn: https://www.linkedin.com/company/5161/

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

Follow us on social media.

Facebook: https://www.facebook.com/MorningstarInc/

X: https://twitter.com/MorningstarInc

Instagram: https://www.instagram.com/morningstar ...

LinkedIn: https://www.linkedin.com/company/5161/

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

Follow us on social media.

Facebook: https://www.facebook.com/MorningstarInc/

X: https://twitter.com/MorningstarInc

Instagram: https://www.instagram.com/morningstar ...

LinkedIn: https://www.linkedin.com/company/5161/

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

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/

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

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/

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

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/

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/

Twitter: https://twitter.com/MorningstarInc

Instagram: https://www.instagram.com/morningstar ...

LinkedIn: https://www.linkedin.com/company/5161/

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

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/

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

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/

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

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/

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

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/

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

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/

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

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/

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

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/

Mark Miller, author of Retirement Reboot , explains why Social Security benefits are taxable, and how a bill aiming to eliminate taxes on Social Security would pay for the program.

Read more about these topics from this episode.

Salesforce Earnings: Firm Declares a Dividend https://www.morningstar.com/stocks/salesforce-earnings-firm-declares-dividend

Snowflake Earnings: Revenue Outlook Disappoints; New CEO Taking Over https://www.morningstar.com/stocks/snowflake-earnings-revenue-outlook-disappoints-new-ceo-taking-over

Macy’s Earnings: Another Strategic Plan Is Unveiled, but Sales Growth Elusive https://www.morningstar.com/stocks/macys-earnings-another-strategic-plan-is-unveiled-sales-growth-elusive

Social Security Is Taxable? Don’t Be Caught Off Guard. https://www.morningstar.com/retirement/social-security-is-taxable-heres-how-determine-what-you-owe

What to watch from Morningstar.

SPY Vs VOO: Which of Warren Buffett’s Two ETFs Are a Better Bet? https://www.youtube.com/watch?v=WBVXw2Ih6qY

How to Get the Most Out of Your Bond Investments https://www.youtube.com/watch?v=UNnt-eBXojg

Should You Bet on Online Gambling Stocks Now? https://youtu.be/ltcMHu3RYYk?si=lfCgPUcU5Fvg19Uj When Will the Fed Finally Cut Rates? https://youtu.be/CcbUDKtnzNQ?si=n5Z2kbuHPPgW6CCN

Could Company 401(k)s Go the Way of IBM? https://youtu.be/QAxokyStJ3o?si=_18V0O8syb1otbor

Read what our team is writing: Ivanna Hampton

Follow us on social media. Facebook: https://www.facebook.com/MorningstarInc/ Twitter: https://twitter.com/MorningstarInc Instagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/

Walmart shares are overvalued, but Nvidia and Home Depot are fairly valued. Warren Buffet’s Berkshire Hathaway released its 13F for Q42023, and only two ETFs were on it – one of them earns the coveted Gold rating.

Walmart’s Q4 Exceeded Expectations

Nvidia’s Stellar Quarter and AI Demand

Home Depot Felt Macro Pressures in Q4

Berkshire Hathaway Releases Its 13F

SPY and VOO

People and Process Pillar Ratings

Why Does Vanguard Have a Better Rating?

Structural Differences Between SPY and VOO

Outlook for Vanguard in 2024

Vanguard’s 2024 International Business Outlook

Advice in 2024

Read about topics from this episode.

Walmart Earnings: Low Prices Winning Over Customers, Who Are Spending More

Nvidia Earnings: Revenue Boom Fuels AI Hype

Home Depot Earnings: Prudently Navigating Macro Pressures With Strategic Execution

Berkshire Hathaway 13F Filing: More Sells Than Buys in Quieter Q4

Vanguard S&P 500 ETF Still Sets a High Bar for Index-Tracking

What’s in Store for Vanguard’s Funds, ETFs, and More in 2024

What to watch from Morningstar.

Walmart Stock Split and Earnings Are Coming Up. What to Expect.

Should You Bet on Online Gambling Stocks Now?

When Will the Fed Finally Cut Rates?

Could Company 401(k)s Go the Way of IBM?

Read what our team is writing:

Ruth Saldanha

Mo'ath Almahasneh

Daniel Sotiroff

Susan Dziubinski

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/

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

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/

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

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/

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

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/

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

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/

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

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/

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/

Twitter: https://twitter.com/MorningstarInc

Instagram: https://www.instagram.com/morningstar ...

LinkedIn: https://www.linkedin.com/company/5161/

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/

Twitter: https://twitter.com/MorningstarInc

Instagram: https://www.instagram.com/morningstar ...

LinkedIn: https://www.linkedin.com/company/5161/

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

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/

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.

Facebook: https://www.facebook.com/MorningstarInc/

Twitter: https://twitter.com/MorningstarInc

Instagram: https://www.instagram.com/morningstar ...

LinkedIn: https://www.linkedin.com/company/5161/

Sarah Hansen, Morningstar Inc markets reporter, discusses why optimism and worry loom over the holiday shopping season. Gregg Warren, strategist for Morningstar Research Services, talks about how Munger’s passing will impact Berkshire and his outlook for the company. He also shares one of his favorite quotes from the sharp-witted investing legend.

Instacart’s Competition

Lululemon’s Q3 Beats Morningstar’s Expectations

Holiday Shopping Season and Consumer Spending

Retailers’ Mood

Sales Expectations

How the Loss of Charlie Munger Could Impact Berkshire Hathaway

Charlie Munger & Warren Buffett Laid the Groundwork for a Successful Transition

Morningstar’s Outlook on Berkshire Hathaway’s Stock

How Charlie Munger and Warren Buffett Inspired Investors

Favorite Charlie Munger Quote

Read about topics from this episode.

Instacart: Market Dominance at Risk With Heightened Competition

Lululemon Earnings: Strong Momentum Leading Into a Competitive Holiday Period

November Jobs Report Shows Steady Strength In Hiring

Markets Brief: Why Investors Should Pay Extra Attention to Shopping Trends This Holiday

Why Berkshire Hathaway’s Success Will Continue After Charlie Munger ... and Warren Buffett

What to watch from Morningstar.

Why are Active ETFs Everywhere, and Are Investors Abandoning Mutual Funds?

Timing the Market Doesn’t Work — We Did the Math

Make the Most of Your HSA Benefits and Investments in 2024

Headwinds Hold Airlines Back, But Check Out These Travel Stocks for the Holidays

Read what our team is writing:

Sarah Hansen

Greggory Warren

Ivanna Hampton

Follow us on social media.

Facebook: https://www.facebook.com/MorningstarInc/

Twitter: https://twitter.com/MorningstarInc

Instagram: https://www.instagram.com/morningstar ...

LinkedIn: https://www.linkedin.com/company/5161/

With interest rates likely to stay on the higher side, investors should realize that there is money to be made in rates staying higher for longer, and we have three ETF picks that could help you do just that.

Timestamps:

Salesforce’s Strong Quarter

Intuit’s Solid Top and Bottom Lines

Snowflake’s Mixed Quarter Results

What is Driving Interest in Active ETFs?

Why Are There Such High ETF Flows?

Are Active Investors Leaving Mutual Funds for Active ETFs?

Advantages of Active ETFs

Disadvantages of Active ETFs

How to Decide Between ETFs, Mutual Funds, or a Passive Strategy

3 ETFs That Benefit From Higher Interest Rates

Read about topics from this episode.

Salesforce Earnings: MuleSoft Shines In Another Overall Good Quarter

Intuit Inc

Snowflake Earnings: Long-Term Upside Is Far From Melting

Here’s Why Active ETFs Are So Hot Right Now

What to watch from Morningstar.

Timing the Market Doesn’t Work — We Did the Math

Make the Most of Your HSA Benefits and Investments in 2024

Headwinds Hold Airlines Back, But Check Out These Travel Stocks for the Holidays

Higher Bond Yields and Interest Rates Are Here to Stay

Read what our team is writing:

Ruth Saldanha

Ryan Jackson

Follow us on social media.

Facebook: https://www.facebook.com/MorningstarInc/

Twitter: https://twitter.com/MorningstarInc

Instagram: https://www.instagram.com/morningstar ...

LinkedIn: https://www.linkedin.com/company/5161/

Adam Fleck, director of research for ratings and ESG for Morningstar Research Services, explains why market-timing underperforms a hands-off strategy. Leslie Norton, editorial director for sustainability for Morningstar Inc., discusses what to expect at COP28 and the global push to net zero.

NVIDIA’s Outstanding Fiscal Q3 Revenue

Cisco’s Gloomy Full-Year Outlook

Shopping Boosted Walmart’s Q3, But Uncertainty Remains Going into Holidays

What Investors Should Pay Attention to From the United Nations Climate Change Conference

The Paris Agreement Calls for Progess Check at COP28

What Are Governments Doing About Rising Global Temperatures?

Who’s Leading and Lagging in Becoming Net-Zero?

Investment Opportunities in Clean Energy Transition

Should Investors Focus on Time in the Market?

Does Market Timing Work?

Market Signals for Investors

Market Timing vs. Buy And Hold

Why The Portfolio That Relies on the Market Timing Underperforms

Remembering Charlie Munger

Read about topics from this episode.

Nvidia Earnings: Predictably Outstanding Results; Strong Forward Guidance

Cisco Earnings: Still Like Long-Term Opportunity Despite Lowered Outlook

Walmart Earnings: Top Line Expands as Consumers Seek Value Amid Tighter Economic Conditions

Staying Invested Beats Timing the Market—Here’s the Proof

What Does a Warmer Future Mean for Oil & Gas Stocks?

12 Lessons on Money and More From Warren Buffett and Charlie Munger

What to watch from Morningstar.

Make the Most of Your HSA Benefits and Investments in 2024 https://youtu.be/2zPAQcSf0Pw?si=CjJyf5pTlHTMBWRD

Headwinds Hold Airlines Back, But Check Out These Travel Stocks for the Holidays https://youtu.be/Dd1H9tQ8Hp8?si=VaX9p-aDIpajlKGJ

Higher Bond Yields and Interest Rates Are Here to Stay https://youtu.be/cmcvJ2BY6_g?si=HpvsruSUlXgO4D3M

New iShares Target-Date ETFs Provide Different Retirement Saving Path https://youtu.be/thAqOc8pokY?si=prbOtZ-x18rO81XZ

Read what our team is writing:

Leslie Norton

Adam Fleck

Ivanna Hampton

Follow us on social media.

Facebook: https://www.facebook.com/MorningstarInc/

Twitter: https://twitter.com/MorningstarInc

Instagram: https://www.instagram.com/morningstar ...

LinkedIn: https://www.linkedin.com/company/5161/

Margaret Giles, Morningstar Inc editor, discusses how to use HSA benefits and the 2024 HSA contribution limits. Greg Carlson, Morningstar Research Services senior manager research analyst, talks about who Morningstar has ranked the top HSA providers for spending and investing.

What is an HSA?

HSA vs. FSA

HSA Limits Are Increasing in 2024

How To Maximize the Triple tax Benefit

How to Switch an HSA Provider

What to Look for When Shopping for a Health Savings Account

Best HSAs for Spending

Best HSAs for Investing

Read about topics from this episode.

What Happens to Your HSA in Retirement?

What Can My HSA Be Used For?

Can You Save Too Much in a Health Savings Account?

The Best HSA Providers of 2023

What to watch from Morningstar.

New iShares Target-Date ETFs Provide Different Retirement Saving Path

5 Scary Stocks for You to Avoid This Halloween

Navigating Medicare Open Enrollment for 2024

Falling Mutual Fund and ETF Fees a ‘Big Win for Investors’

Read what our team is writing:

Margaret Giles

Greg Carlson

Ivanna Hampton

Follow us on social media.

Facebook: https://www.facebook.com/MorningstarInc/

Twitter: https://twitter.com/MorningstarInc

Instagram: https://www.instagram.com/morningstar ...

LinkedIn: https://www.linkedin.com/company/5161/

Nic Owens, industrials equity analyst for Morningstar Research Services, discusses how Southwest is preparing to avoid another holiday travel meltdown, the airline industry’s outlook for ticket prices, and what travel stocks to check out.

Uber’s Profit and Demand Cruised Ahead

Roblox Reported Rise in Global Growth

Kellanova Benefitted From Higher Prices

Holiday Travel Season and North American Airlines

How Southwest Airlines is Preparing for the Holidays

What We Can Expect From Travel Demand and Ticket Prices

Will a Low-Cost Airline Fail in 2024?

Travel Stocks to Consider This Holiday Season

Inflation News: Cooler Report Opens Door to Interest-Rate Cuts in 2024

Read about topics from this episode.

Uber Earnings: The Platform Is More Easily Attracting Demand and Supply; Shares Remain Undervalued

Roblox Earnings: Strong User Growth and Cost Leverage Bode Well for 2024

Kellanova Co

A Cheap Dividend Stock That’s 30% Undervalued and Yields Above 4%

Southwest Airlines Earnings: Cutting Valuation to $19 From $36 on Yields, Expenditure, and Risk

United Airlines Earnings: Cost Growth Portends Industry Drama as CEO Predicts a Shakeout

Why We Expect Inflation to Fall in 2024

What to watch from Morningstar.

Higher Bond Yields and Interest Rates Are Here to Stay

New iShares Target-Date ETFs Provide Different Retirement Saving Path

5 Scary Stocks for You to Avoid This Halloween

Navigating Medicare Open Enrollment for 2024

Read what our team is writing:

Preston Caldwell

Nicolas Owens

Ivanna Hampton

Follow us on social media.

Facebook: https://www.facebook.com/MorningstarInc/

Twitter: https://twitter.com/MorningstarInc

Instagram: https://www.instagram.com/morningstar ...

LinkedIn: https://www.linkedin.com/company/5161/

Sarah Hansen, Morningstar Inc markets reporter, explains the new normal of bond yields and interest rates and where investors can find fixed-income opportunities. Adam Fleck, director of research for ratings and ESG for Morningstar Research Services, discusses how companies with union workers can compete against non-union firms.

Apple’s Solid Fiscal Fourth Quarter

Eli Lilly’s Diabetes Drug Lift in Q3

McDonald’s Is Resilient Under Inflation Pressure

‘Higher for Longer’ Era

Tight vs. Loose Financial Conditions

'Higher-for-Longer' Side Effects

Fixed-Income Market

Opportunities for Investors

Are Labor Unions Bad for Business?

Risks and Benefits of a Unionized Workforce

Can Unionized Companies Compete with Non-unionized Companies?

GM, Ford, and Stellantis Uncertainty Ratings

Megan Pacholok, Morningstar Research Services senior manager research analyst, discusses BlackRock’s iShares target-date ETFs and how they compare to their mutual fund siblings.

Amazon Impressed in Q3

Google Ad Rebound Lifts Alphabet

Visa Benefits from Travel Bounce Back

BlackRock’s Bring Back Target-Date ETFs

Changes to the ETF Space

What is BlackRock Offering?

ETFs vs. Mutual Funds

Can BlackRock’s Targeted ETFs Be a Part of 401(k)s?

Is BlackRock Successful?

Fed Focused on Higher for Longer, But Rate Cut Talk Likely Coming

Read about topics from this episode.

Amazon Earnings: E-Commerce Improves, AWS Stabilizes, and Margins Surge https://www.morningstar.com/articles/1187599/amazon-earnings-e-commerce-improves-aws-stabilizes-and-margins-surge

Alphabet Earnings: Google Search and YouTube Are Strengthening, and Cloud Is Likely to Accelerate https://www.morningstar.com/articles/1186708/alphabet-earnings-google-search-and-youtube-are-strengthening-and-cloud-is-likely-to-accelerate

Visa Earnings: Quarter Largely Maintains Recent Trends https://www.morningstar.com/articles/1186842/visa-earnings-quarter-largely-maintains-recent-trends

A New Era for Retirement Savings https://www.morningstar.com/funds/new-era-retirement-savings

Fed Meeting: Rates Held Steady, But Options Open for One More Hike https://www.morningstar.com/economy/fed-meeting-rates-held-steady-options-open-one-more-hike

What to watch from Morningstar.

Falling Mutual Fund and ETF Fees a ‘Big Win for Investors’ https://youtu.be/gt9PTjD4RLE?si=jUqZZhqJ6BT1MhTX

TikTok: Risky Tax Advice and Supersize Valuations https://youtu.be/nkufuIPIW8M?si=6avg_v6D7zLDRGaA

Payment Pause Ends: Student Loan Expert Shares Repayment Tips

https://youtu.be/wVr-_KOM3Qw?si=GtSJQNVoPsbXDHia

UAW Strike Raises Investor Risks https://youtu.be/D-fkLxPeVVI?si=HxF5jUQPju2AJmDt

Read what our team is writing:

Ivanna Hampton https://www.morningstar.com/authors/2399/ivanna-hampton

Megan Pacholok https://www.morningstar.com/authors/2320/megan-pacholok

Preston Caldwell https://www.morningstar.com/authors/2047/preston-caldwell

Follow us on social media.

Facebook: https://www.facebook.com/MorningstarInc/

Twitter: https://twitter.com/MorningstarInc

Instagram: https://www.instagram.com/morningstar ...

LinkedIn: https://www.linkedin.com/company/5161/

In today’s episode, Morningstar Research Services’ equities strategist Eric Compton talks about the U.S. banking sector after earnings, and we talk to Dave Sekera, the chief U.S. market strategist for Morningstar Research Services, about scary stocks.

Tesla’s Q3 Took a Hit

Netflix’s Strong Subscriber Growth

United Airlines Predicts Airline Industry Changes

5 Scary Stocks

What Makes These Stocks So Scary?

What If You Own Scary Stocks The Year of Tech

Supply Chain and XPO Stock

Advertising and Content Tech

Education Sector in China

The Most Overvalued Stock

How Often Investors Should Check on Stocks in Their Portfolios

What’s Going on in the Banking Sector?

Big and Regional Banks Q3 Earnings

What is Net Interest Income?

Regulatory Risk and Interest Rate Risk

Bank Stock Picks

Read about topics from this episode.

Tesla Earnings: Price Cuts Weigh on Margins While Cybertruck Launch Officially Scheduled

Netflix Earnings: Stellar Results Show Durable Strengths but Also Some Tailwinds That Should Subside

United Airlines Earnings: Cost Growth Portends Industry Drama as CEO Predicts a Shakeout

2 Big Tech Stocks to Buy

Q4 Stock Market Outlook: Equities Undervalued After Retreat

What Rising Bond Yields Mean for Q3 Bank Earnings

What to watch from Morningstar.

Falling Mutual Fund and ETF Fees a ‘Big Win for Investors’

TikTok: Risky Tax Advice and Supersize Valuations

Payment Pause Ends: Student Loan Expert Shares Repayment Tips

UAW Strike Raises Investor Risks

Read what our team is writing:

Ruth Saldanha

David Sekera

Ivanna Hampton

Eric Compton

Follow us on social media.

Facebook: https://www.facebook.com/MorningstarInc/

Twitter: https://twitter.com/MorningstarInc

Instagram: https://www.instagram.com/morningstar ...

LinkedIn: https://www.linkedin.com/company/5161/

Mark Miller, “Retirement Reboot” author, explains the differences between traditional Medicare and Medicare Advantage, and why timing is important when signing up for Medigap.

Ryan Jackson, Morningstar Research Services manager research analyst, discusses how most actively managed funds outperformed their average passive peer over a 12-month period.

itigroup Q3 Earnings Crushed Estimates

Strong Travel Demand Lifted Delta’s Q3 Earnings

Social Security and Medicare in 2024

The New Social Security COLA

2024 COLA and Retiree’s Budgets

Traditional Medicare vs. Medicare Advantage

Will Medicare Prescription Drug Prices Fall?

Actively-Managed Funds vs. Passive Index Funds

What Drove the Active Fund Rebound?

Active Fund Managers’ Outperformance

How to Choose a Winning Active Fund

Read about topics from this episode.

Citigroup Earnings: Revenue Growth Is Working, but We Won’t Know About Expenses Until 2024

Delta Earnings: Higher Structural Costs Will Lead to New Equilibrium; Fair Value Down $1 to $40

I’m 65 and Still Working. Should I Enroll in Medicare?

Should You Delay Taking Social Security Benefits?

Social Security for Beginners, Part I

2024 Medicare Parts A & B Premiums and Deductibles

Actively Managed Funds Surprise in Market Rebound

Large-Growth Active Fund Managers Have Faced an Uphill Battle

When It Comes to Passive Bond ETFs, the Devil Is in the Details

What to watch from Morningstar.

Falling Mutual Fund and ETF Fees a ‘Big Win for Investors’

TikTok: Risky Tax Advice and Supersize Valuations

Payment Pause Ends: Student Loan Expert Shares Repayment Tips

UAW Strike Raises Investor Risks

Read what our team is writing:

Ivanna Hampton

Ryan Jackson

Mark Miller

Follow us on social media.

Facebook: https://www.facebook.com/MorningstarInc/

Twitter: https://twitter.com/MorningstarInc

Instagram: https://www.instagram.com/morningstar ...

LinkedIn: https://www.linkedin.com/company/5161/

Bryan Armour, director of passive strategies research for North America at Morningstar Research Services, discusses how investors and financial advisors are pushing down mutual fund and ETF fees.

Fund Fees History

Fund Flow Trends

Falling Fund Fees

What is Happening with Retirement Accounts?

Is There a Shift in the Financial Advice Industry?

Why Investors May Not See Savings

What is a ‘Greenium’?

Vanguard Wins Cheapest Average Fund Fees

How Low Can Fund Fees Go?

Two Fund Picks

Read about topics from this episode.

Morningstar's U.S. Fund Fee Study

Can Vanguard Still Compete on Fees?

The Link Between Flows and Fund Ratings

When Should You Own the Underlying Components Rather Than a Fund-of-Funds?

What to watch from Morningstar.

Payment Pause Ends: Student Loan Expert Shares Repayment Tips

UAW Strike Raises Investor Risks

3 of the Best Robo-Advisors, and One of the Worst

Stocks to Consider as the U.S. Pushes to Reclassify Cannabis

Read what our team is writing:

Ivanna Hampton

Bryan Armour

Follow us on social media.

Facebook: https://www.facebook.com/MorningstarInc/

Twitter: https://twitter.com/MorningstarInc

Instagram: https://www.instagram.com/morningstar ...

LinkedIn: https://www.linkedin.com/company/5161/

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/

Twitter: https://twitter.com/MorningstarInc

Instagram: https://www.instagram.com/morningstar ...

LinkedIn: https://www.linkedin.com/company/5161/

Betsy Mayotte, founder of The Institute of Student Loan Advisors, explains the benefits of federal student loan repayment plans, and the loophole that makes Parent Plus loans eligible for the SAVE plan.

New-Home Sales Have Remained Resilient

FedEx Missed Morningstar’s Expectations

Microsoft’s Activision Blizzard Buyout

Student Loan Repayments and “The Institute of Student Loan Advisors”

How To Prepare for Student Loan Payments

Younger Borrowers vs. Older Borrowers

Shifting Student Debt

Risks of Defaulting on Federal Student Loan Debt in Retirement

The SAVE Repayment Plan

What Rising Bond Yields Mean for Investors

Read about topics from this episode.

Incentives and Speculative Building Have Boosted New-Home Sales; We Now See More Starts in 2023

FedEx Earnings: Global Package Demand Still Sluggish, but Ground Margins Impress

Activision Blizzard: Sale to Microsoft Will Likely Close in October

Student Loan Repayments Are Back. What Does That Mean for Your Financial Plan?

Information on Limited Forgiveness Opportunities and Repayment Restart

What to watch from Morningstar.

UAW Strike Raises Investor Risks

3 of the Best Robo-Advisors, and One of the Worst

Stocks to Consider as the U.S. Pushes to Reclassify Cannabis

“Ripped Off” to a “Better Deal” – How Investors Fared Since the Market-Timing Scandal

Read what our team is writing:

Ivanna Hampton

Follow us on social media.

Facebook: https://www.facebook.com/MorningstarInc/

Twitter: https://twitter.com/MorningstarInc

Instagram: https://www.instagram.com/morningstar ...

LinkedIn: https://www.linkedin.com/company/5161/

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.

Facebook: https://www.facebook.com/MorningstarInc/

Twitter: https://twitter.com/MorningstarInc

Instagram: https://www.instagram.com/morningstar ...

LinkedIn: https://www.linkedin.com/company/5161/

Morningstar Research Services’ Amy Arnott, portfolio strategist, and Gabe Denis, senior manager research analyst, discuss how the lines are blurring between robo-advisors and traditional financial advisors.

Timestamps:

What's a Robo-Advisor?

Investor Benefits From Robo-Advisors

Did 2022 Stand Up Against 2023?

Tax Loss Harvesting

Limitations of Digital Investment Advice

Robo-Advice vs. Human Advice

Robo-Advisor Fees

The Best Robo-Advisors Advisors of 2023

Schwab Intelligent Portfolios

Fidelity Go

Vanguard Robo-Advisor

The Worst Robo-Advisor

Read about topics from this episode.

The Best Robo-Advisors of 2023

What Is a Robo-Advisor?

Should You Be Using a Robo-Advisor?

Are Robo-Advisors Worth Your Investment?

What to watch from Morningstar.

Stocks to Consider as the U.S. Pushes to Reclassify Cannabis

“Ripped Off” to a “Better Deal” – How Investors Fared Since the Market-Timing Scandal

Economy Outshines ‘Uneventful Earnings'

Microsoft Bets Big on AI: What Investors Should Know, Part Two

Read what our team is writing:

Ivanna Hampton

Amy C. Arnott

Gabriel Denis

Follow us on social media.

Facebook: https://www.facebook.com/MorningstarInc/

Twitter: https://twitter.com/MorningstarInc

Instagram: https://www.instagram.com/morningstar ...

LinkedIn: https://www.linkedin.com/company/5161/

In today’s episode, Morningstar Inc’s investment specialist Susan Dziubinski highlights three dividend stocks, while Kristoffer Inton, consumer equity strategist at Morningstar Research Services, talks all the latest developments in the cannabis space.

Salesforce Soared Among the Clouds

United Auto Workers Vote to Approve a Strike

Best Buy’s Better Q2

Cannabis Stocks Slow Growth

HHS Recommends Rescheduling Cannabis

Canadian Cannabis Companies

Cannabis Stocks Look Cheap

Cannabis Stock Outlook

Read about topics from this episode.

Salesforce Earnings: Strong Margins, Share Buybacks, CRPO Growth Drive Good Quarter

UAW Strike Likely at Stellantis, and Striking All the Detroit Three at Once Is Possible

Best Buy Earnings: Solid Quarter Overshadowed by Weak Industry Environment; Shares Remain Cheap

Cannabis Shares Rally On Recommendation for Less Stringent Prohibition

What to watch from Morningstar.

Economy Outshines ‘Uneventful Earnings'

Microsoft Bets Big on AI: What Investors Should Know, Part Two

Microsoft Bets Big on AI: What Investors Should Know, Part One

Interest-Rate Forecast: What’s Next?

Read what our team is writing:

Ruth Saldanha

Kristoffer Inton

Susan Dziubinski

Dave Sekera

Follow us on social media.

Facebook: https://www.facebook.com/MorningstarInc/

Twitter: https://twitter.com/MorningstarInc

Instagram: https://www.instagram.com/morningstar ...

LinkedIn: https://www.linkedin.com/company/5161/

In today’s episode, Russ Kinnel, director of manager research for Morningstar Research Services, talks about the 2003 mutual fund scandal that resulted in allegations of market-timing and late trading. He also discusses increased transparency and lessons for investors.

Timestamps:

00:44 Will Investors Try Birkenstock on For Size?

02:04 NVIDIA’s Sky-High Performance

03:32 Mutual Fund Scandal’s 20th Anniversary

22:19 5 Stocks to Sell Before Labor Day

Read about topics from this episode.

Birkenstock IPO: Will Investors Find the Price Uncomfortable?

After Nvidia Stock’s Huge Rally, 6 Key Things to Watch in Q2 Earnings

After Earnings, Is Nvidia Stock a Buy, a Sell, or Fairly Valued?

The 5 Biggest Mutual Fund Rating Upgrades of 2023

3 High-Dividend Stocks to Avoid

5 Stocks To Buy as Q2 Earnings Season Wraps Up

What to watch from Morningstar.

Economy Outshines ‘Uneventful Earnings'

Microsoft Bets Big on AI: What Investors Should Know, Part Two

Microsoft Bets Big on AI: What Investors Should Know, Part One

Interest-Rate Forecast: What’s Next?

Read what our team is writing:

Ivanna Hampton

Russel Kinnel

David Sekera

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/

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.

Facebook: https://www.facebook.com/MorningstarInc/

Twitter: https://twitter.com/MorningstarInc

Instagram: https://www.instagram.com/morningstar ...

LinkedIn: https://www.linkedin.com/company/5161/

@Jessica Bebel Nice touch! Thanks for including. [IH1]

In this two-part episode, Dan Romanoff, a senior equity analyst for Morningstar Research Services, talks about Microsoft’s AI advantage and its closest competition.

Timestamps:

Big Tech and AI

What Gives the More Established Companies an Edge?

Small Companies and AI

What’s Next for Microsoft and AI?

How to Integrate AI

Will People Have to Pay to Interact With for Artificial Intelligence?

AI Hype vs. AI Reality

Will Google Be Next to Lead the AI Race? The Chase in the AI Race

Microsoft Stock Outlook

Read about topics from this episode.

After Earnings, Is Microsoft Stock a Buy, a Sell, or Fairly Valued?

Microsoft and AI: Believe the Hype?

Microsoft Earnings: Solid Performance, With Azure Strength Offset by Margin Pressure in 2024

Before Investing in AI Stocks, Consider This

Microsoft Stock vs. Alphabet Stock: Which Is a Better Buy?

What to watch from Morningstar.

Interest-Rate Forecast: What’s Next?

What To Do With Your Cash Right Now

Nasdaq 100 Rebalance: What It Means for Your Portfolio

Hiring a Financial Advisor? Honesty Counts (With Yourself, Too)

Read what our team is writing:

Ivanna Hampton

Dan Romanoff

Follow us on social media.

Facebook: https://www.facebook.com/MorningstarInc/

Twitter: https://twitter.com/MorningstarInc

Instagram: https://www.instagram.com/morningstar ...

LinkedIn: https://www.linkedin.com/company/5161/

: In 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/

Twitter: https://twitter.com/MorningstarInc

Instagram: https://www.instagram.com/morningstar ...

LinkedIn: https://www.linkedin.com/company/5161/

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

Follow us on social media.

Facebook: https://www.facebook.com/MorningstarInc/

Twitter: https://twitter.com/MorningstarInc

Instagram: https://www.instagram.com/morningstar ...

LinkedIn:

https://www.linkedin.com/company/5161/

In today’s episode, 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

Follow us on social media.

Ruth Saldanha on Twitter: @karishmaruth

Facebook: https://www.facebook.com/MorningstarInc/

Twitter: https://twitter.com/MorningstarInc

Instagram: https://www.instagram.com/morningstar ...

LinkedIn: https://www.linkedin.com/company/5161/

In today’s episode, 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

Instagram: https://www.instagram.com/morningstar ...

LinkedIn: https://www.linkedin.com/company/5161/

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/

Twitter: https://twitter.com/MorningstarInc

Instagram: https://www.instagram.com/morningstar ...

LinkedIn: https://www.linkedin.com/company/5161/

In today’s episode, Morningstar Inc’s 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/

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/

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/

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/

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/

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/

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/

In today’s episode, Preston Caldwell, senior U.S. economist for Morningstar Research Services, discusses the U.S. debt ceiling, banking sector crisis, and strong jobs market.

Introduction

Disney’s Disappointing Fiscal Q2

PayPal Strong Start to 2023

Shopify’s Stellar Quarter

Talk about where it looks like inflation is headed. -

What are your thoughts on whether we're headed toward an 11th interest rate hike or a pause?

What's happening in the jobs market?

What is the debt ceiling and how does it work?

Are there any other areas that people should be looking out for if debt default were to happen?

What kind of fallout will recent bank failures have on the economy?

3 Inflation-Fighting ETFs

Read about topics from this episode.

Disney Earnings: Smaller Streaming Losses Are Nice, but Subscriber Growth Needs Reinvigorating

PayPal Earnings: Growth Picks Up, Strong Margin Improvement

Shopify Earnings: Strong Results as Revenue and Profitability Top Expectations

Fed’s Powell Hints at—but Doesn’t Commit to—a Pause After the Latest Rate Hike

When Will the Fed Start Cutting Interest Rates?

What Will the Upcoming GDP Report Show About the U.S. Economy?

What to watch from Morningstar.

Active ETFs Take Off –– 3 Ideas for Investors

Berkshire Hathaway: 4 Questions and 5 Cheap Stocks

Morningstar Investment Conference: Recession Risks and the Markets

Planning to Retire Soon? Flexibility and Spending Count

Read what our team is writing:

Ivanna Hampton

Preston Caldwell

Daniel Sotiroff

Follow us on social media.

Ivanna Hampton on Twitter: @IvannaHampton

Facebook: https://www.facebook.com/MorningstarInc/

Twitter: https://twitter.com/MorningstarInc

Instagram: https://www.instagram.com/morningstar ...

LinkedIn: https://www.linkedin.com/company/5161/

In today’s episode, Bryan Armour, director of passive strategies research for North America for Morningstar Research Services, discusses what costs can tell investors about a fund’s success.
Introduction Apple outperforms in iPhone and services SoFi Technolgies benefit from more deposits and rising interest rates Ford's first-quarter earnings beat estimates Coinbase’s losses narrow The Active ETF boom & 3 investment ideas Best Practices for Tax-Efficient Portfolio Management

Read about topics from this episode.

Apple Earnings: Hardware Headwinds Look Ominous; Stock Overvalued Versus $150 Fair Value Estimate

SoFi Earnings: Deposit Growth Drives Net Interest Income Higher, but Growth Slows Sequentially

Ford Earnings: Strong Year-Over-Year Improvement and a Cash-Rich Balance Sheet Are Good to See

Reducing Fair Value Estimate for Coinbase

The New Frontier of Active Investing

Michael Kitces: How Higher Yields Affect Asset Allocation and Retirement Planning

What to watch from Morningstar.

Berkshire Hathaway: 4 Questions and 5 Cheap Stocks

Morningstar Investment Conference: Recession Risks and the Markets

Planning to Retire Soon? Flexibility and Spending Count

Where Can the Automotive Industry Go From Here?: Part Two

Read what our team is writing:

Ivanna Hampton

Bryan Armour

Follow us on social media.

Ivanna Hampton on Twitter: @IvannaHampton

Facebook: https://www.facebook.com/MorningstarInc/

Twitter: https://twitter.com/MorningstarInc

Instagram: https://www.instagram.com/morningstar ...

LinkedIn: https://www.linkedin.com/company/5161/

In today’s episode, Gregg Warren, a senior stock analyst for Morningstar Research Services, talks about Berkshire’s excess cash and whether the firm’s class B stock is a buy.

Timestamps:

Facebook and Instagram parent Meta has reported first-quarter growth.

Microsoft reported a strong fiscal third quarter

E-commerce and advertising growth drove Amazon's first-quarter results.

Southwest Airlines’ first quarter results arrived as expected.

Berkshire Hathaways' annual meetings

What are you listening for at this weekend's meeting?

Charlie Munger issued a warning about commercial property loans

Do you see Munger and Buffett doing something during this banking crisis?

What has Warren Buffet done during past recessions and what can investors learn from him?

Berkshire Hathaway stocks offer two types, Class A and Class B. What are the similarities and what are the differences?

What are a few stocks in Berkshire's portfolio that Morningstar considers undervalued?

4 Great Dividend Funds

Read about topics from this episode.

Meta Earnings: Reels Monetization Becoming a Reality While Network Effect Remains Intact

Microsoft Earnings: All-Around Strength, Including Azure, Demonstrates Resiliency

Amazon Earnings: E-Commerce and Advertising Drive Good Quarter While AWS Decelerates Further

Southwest Airlines Earnings: Pivots Some Capacity and Takes Unit Cost Hit, Most of It Is Temporary

Is Berkshire Hathaway Stock a Buy Today?

10 Questions for Berkshire Hathaway’s 2023 Annual Meeting

What to watch from Morningstar.

Morningstar Investment Conference: Recession Risks and the Markets

Planning to Retire Soon? Flexibility and Spending Count

Where Can the Automotive Industry Go From Here?: Part Two

Where Can the Automotive Industry Go From Here?: Part One

Read what our team is writing:

Ivanna Hampton

Greggory Warren

Follow us on social media.

Ivanna Hampton on Twitter: @IvannaHampton

Facebook: https://www.facebook.com/MorningstarInc/

Twitter: https://twitter.com/MorningstarInc

Instagram: https://www.instagram.com/morningstar ...

LinkedIn: https://www.linkedin.com/company/5161/

In today’s episode, Russ Kinnel, director of manager research for Morningstar Research Services, and Tom Lauricella, chief markets editor for Morningstar Inc., discuss several conference themes, including the banking crisis, bonds, and growth stocks.

What was the overall sentiment about the markets and risks of a recession?

Highlights from PIMCO’s Dan Ivascyn’s viewpoint on bonds

Growth stocks outlook

Insights from Schwab’s Liz Ann Sonders on global challenges’ impacting markets

Takeaways from Former U.S. Treasury Secretary Larry Summers on banking crisis, soft landing, and debt ceiling debate

International stocks outlook

Highlights from NYU finance professor Aswath Damodaran on ESG and calls for improvement

Lessons from dot-com bubble and financial crisis that could apply today

What themes emerged from the conference?

What surprised you at the conference this year?

Read about topics from this episode.

When Will the Fed Start Cutting Interest Rates?

Climate Tech Opportunities Attract Investors

Should You Be Worried About the Health of Social Security?

Don’t Fight the Fed

Social Security Planning for Married Couples

What’s Ahead for Vanguard in 2023

7 Cheap EV Supply Chain Stocks

What’s Ahead for BlackRock in 2023

What to watch from Morningstar.

Planning to Retire Soon? Flexibility and Spending Count

Where Can the Automotive Industry Go From Here?: Part Two

Where Can the Automotive Industry Go From Here?: Part One

How Do Vanguard’s Target-Date Funds Stack Up?

Read what our team is writing:

Ivanna Hampton

Tom Lauricella

Russel Kinnel

Follow us on social media.

Russel Kinnel on Twitter: @RussKinnel

Ivanna Hampton on Twitter: @IvannaHampton

Facebook: https://www.facebook.com/MorningstarInc/

Twitter: https://twitter.com/MorningstarInc

Instagram: https://www.instagram.com/morningstar ...

LinkedIn: https://www.linkedin.com/company/5161/