Investing Insights (Morningstar)
Explorez tous les épisodes de Investing Insights
| Date | Titre | Durée | |
|---|---|---|---|
| 25 Nov 2022 | Retiring Soon? Make Sure to Check Your Asset Allocation | 00:19:10 | |
In this special episode, Christine Benz, the director of personal finance at Morningstar, talks about portfolio makeovers and how to spot common pitfalls. This episode includes an excerpt from Christine’s webcast—“5 Portfolio Pitfalls and How to Fix Them.”
0:06 Introduction 00:51 - What did you think was important to address as we watch the markets tumble? 01:54 - How does your webcast help investors identify the next steps? 03:30 - How does age play a role in reworking a portfolio? 04:32 - What should people know before they adjust their portfolios in an effort to reduce the drag of taxes? 05:31 - Pre-Retirees: Is Your Asset Allocation Too Aggressive?
Read about topics from this episode. Check out Christine's Presentation Is It Too Late to Inflation-Proof Your Portfolio? 5 Portfolio Pitfalls and How to Fix Them How a New Retiree Can Confront Market Turbulence Positioning a Portfolio in Early Retirement
What to watch from Morningstar. Cheap Stocks For You to Consider What to Buy or Skip: I Bonds, Apple, Amazon, or Meta Where to Park Your Cash and Find Recession-Resistant Stocks Markets are Undervalued, and We Highlight Some Cheap Stocks!
Read what our team is writing:
Follow us on social media. Ivanna Hampton on Twitter: @IvannaHampton Christine Benz on Twitter: @Christine_Benz Facebook: https://www.facebook.com/MorningstarInc/ Twitter: https://twitter.com/MorningstarInc Instagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/ | |||
| 20 Sep 2024 | Is the Fed’s Plan to Avoid a Recession Working? | 00:19:29 | |
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?
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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/ | |||
| 07 Mar 2025 | Gray Divorce: How to Avoid Triggering a Costly Tax Bill | 00:15:26 | |
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.
Read what our team is writing:
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| 23 Feb 2024 | How to Get the Most Out of Your Bond Investments | 00:14:52 | |
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
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:
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/ | |||
| 12 Jul 2024 | BOXX ETF: Cash-Like Returns Without the Tax Bill | 00:13:48 | |
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 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
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:
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/ | |||
| 24 Jan 2025 | Why Inflation Still Poses a Risk to Stocks and Bonds in 2025 | 00:16:49 | |
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:
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/ | |||
| 25 Oct 2024 | Apple Earnings Are on Deck. Will Apple Intelligence Help Drive iPhone Sales? | 00:16:31 | |
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. 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:
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/ | |||
| 16 Sep 2022 | High Inflation Shifts Focus to the Expected Federal Reserve Interest-Rate Hike | 00:12:38 | |
Climate Week NYC is coming. In today’s episode, Kris Inton, an equity strategist for Morningstar Research Services, explains how carbon offsets work and highlights an airline stock that looks cheap today. We take a look at how attitudes and beliefs play a role in how people think about money.
Investing Insights has a new look and host! We’re bringing you a mix of market news, insights from analysts, and personal finance tips. We want to hear what you think about the new format. Let us know at podcast@morningstar.com. 0:06 Introduction 0:45 Inflation ticks up in August 2:04 Kroger reports second-quarter earnings 3:02 Where do money beliefs come from? 4:13 Climate Week NYC is coming 4:43 What are carbon offsets? 5:27 Few flyers buy carbon offsets with plane tickets 6:21 How would airlines handle carbon taxes? 7:22 An airline stock that looks cheap today 8:34 Stocks for a rising interest-rate environment
Companies mentioned in this episode. The Kroger Co (KR); Ryanair Holdings (RYAOF); Air Canada Class (ACDVF); American Airlines (AAL); Delta Airlines (DAL); Southwest Airlines (LUV); United Airlines (UAL), Charles Schwab (SCHW); and LPL Financial (LPLA).
Read about topics from this episode. When It Comes to Air Travel and Sustainability, Flyers Aren’t Walking the Walk by Kristoffer Inton CPI Report Defies Hopes of Easing Inflation, for Now by Lauren Solberg and Preston Caldwell Why We Expect Inflation to Fall in 2023 by Preston Caldwell What Is Financial Psychology? By Sarah Newcomb Follow us on social media. Ivanna Hampton on Twitter: @ivannahampton Facebook: https://www.facebook.com/MorningstarInc/ Twitter: https://twitter.com/MorningstarInc Instagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/ | |||
| 15 Dec 2023 | Charlie Munger, Warren Buffett Built Berkshire Hathaway to Thrive After They’re Gone | 00:20:56 | |
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:
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/ | |||
| 13 Oct 2023 | Falling Mutual Fund and ETF Fees a ‘Big Win for Investors’ | 00:11:12 | |
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:
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/
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| 29 Sep 2023 | Payment Pause Ends: Student Loan Expert Shares Repayment Tips | 00:22:13 | |
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:
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/ | |||
| 08 Nov 2024 | A Simpler Medicare Part D Is Coming. Here's How It Could Save You Money | 00:15:58 | |
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:
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/
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| 17 May 2024 | Inherited IRA Investors Get Another Break, but the Clock Is Ticking on RMDs | 00:20:33 | |
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:
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/ | |||
| 07 Apr 2023 | Where Can the Automotive Industry Go From Here?: Part One | 00:20:53 | |
In this two-part episode, Dave Whiston, U.S. autos equity analyst for Morningstar Research Services, discusses the industry’s outlook and two cheap stocks. 00:11 Introduction 00:42 Themes in the auto industry for 2023 01:28 Where does auto inventory stand now? 03:21 Which automakers took the brunt of this inventory drop? 05:37 When are used car prices expected to come down? 09:06 Recommendations for car buyers 09:51 What’s the trickledown effect on leasing? 11:29 Could we see an auto bubble? 13:46 The auto industry recession 17:36 Where can the U.S. auto industry go from here?
Read about topics from this episode. 5 ESG Risks and 5 Bargains in Auto Stocks
What to watch from Morningstar. How Do Vanguard’s Target-Date Funds Stack Up? Why the Nasdaq 100 Isn’t a Particularly Good Investment Where to Invest: Stocks or CDs? Is Berkshire Hathaway Stock a Buy After Rocky Results?
Read what our team is writing:
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/
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| 17 Aug 2023 | Microsoft Bets Big on AI: What Investors Should Know, Part Two | 00:19:44 | |
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:
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/ | |||
| 24 May 2024 | Maximize Credit Card Points for Better Trips and Rewards | 00:24:58 | |
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. 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 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:
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/
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| 18 Sep 2024 | How to Retire: Understand the Role of Working Longer | 00:17:32 | |
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. 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 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:
Follow Christine Benz on social media. X: https://x.com/christine_benz LinkedIn: https://www.linkedin.com/in/christine-benz-b83b523 | |||
| 02 Feb 2024 | When Will the Fed Finally Cut Rates? | 00:15:51 | |
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:
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/
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| 03 May 2024 | Magnificent Seven Stocks: What’s Going on With Apple, Tesla, and Alphabet? | 00:17:04 | |
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:
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/ | |||
| 24 Feb 2023 | Should You Fund Your 401(k) First or Your IRA? | 00:20:07 | |
Later this year, Vanguard’s hybrid ETF/MF patent is expiring, and this is likely to affect the fund market. We’re positive on Kraft Heinz and Cisco but expect Roku to lose money for a second straight year in 2023. And finally, to save for retirement, most of us have multiple vehicles at our disposal, including IRAs and 401(k)s. The order in which we fund these accounts matters. Find out more in this week’s episode.
Timestamps
00:06 Introduction 00:36 Kraft Heinz shakes off pressure from inflation 01:27 Roku exceeds Q4 expectations 02:29 Cisco Systems’ core networking business leads the way 03:27 Vanguard’s Unique Mutual Fund/ETF Structure 04:04 In your opinion, what will be the likely impact of this patent expiring on the U.S. ETF space? 04:57 How does this hybrid structure work, and what are some of its benefits 06:01 On the other hand, what are some of the disadvantages, or drawbacks of the structure? 07:31 What does this hybrid structure mean for investors, especially from a tax point of view? 09:31 How to Make the Most of Your Retirement
Read about topics from this episode. Kraft Heinz’s Top Line Soars on the Heels of Renewed Commitment to Brand Spending; Shares a Bargain Roku Posts Strong End to 2022, but Weak Ad Revenue Market Will Hurt 2023 Top-Line Growth Will Other Funds Adopt Vanguard’s Unique ETF/Mutual Fund Structure? How to Make the Most of Your Retirement Accounts
What to watch from Morningstar. With IRA Deadline Looming, Don’t Make These Mistakes How Secure Act. 2.0 Changes RMD Rules Should You Buy a House Right Now?
Read what our team is writing:
Follow us on social media. Ruth Saldanha on Twitter: @KarishmaRuth Daniel Sotiroff on Twitter: @DanielSotiroff Christine Benz on Twitter: @Christine_Benz Facebook: https://www.facebook.com/MorningstarInc/ Twitter: https://twitter.com/MorningstarInc Instagram: https://www.instagram.com/morningstarinc/ LinkedIn: https://www.linkedin.com/company/5161/ | |||
| 10 Jan 2025 | It's Getting Easier to Invest in Private Assets. What Does That Mean for Investors? | 00:25:48 | |
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. 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:
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/ | |||
| 28 Oct 2022 | Buy an Annuity Now? And How to Spot Financial Tricks Online | 00:18:17 | |
In today’s episode, Sarah Newcomb, Morningstar Inc’s director of financial psychology, explains what investors should know about sophisticated online tricks and what to watch out for. Investing Insights is bringing you a mix of market news, insights from analysts, and personal finance tips. 0:06 Introduction 0:45 Tesla was on autopilot in the third quarter. 1:46 AT&T is strong in Q3. 2:42 Snap disappoints for the third quarter in a row. 3:38 In behavioral finance, there are “nudges” and “sludges”. Can you define those? 4:29 How do we see “nudges” and “sludges” at work in our lives? 6:02 What are dark patterns? What are some that we should watch out for? 7:17 What do “dark patterns” look like in financial products? 10:38 Is the Time Right for Annuities?
Read about topics from this episode. What Investors Should Know About Behavioral Tricks in Financial Products
What Tesla Stock’s 50% Decline Means for the Market
Is AT&T Stock a Buy Ahead of Earnings?
Snap Earnings Disappoint for Third Consecutive Quarter
Understanding the 4 Key Annuities Types
Read what our team is writing: Follow us on social media. Ivanna Hampton on Twitter: @IvannaHampton Christine Benz on Twitter: @Christine_Benz Sarah Newcomb on Twitter: @finance_therapy Sarah Newcomb on LinkedIn: https://www.linkedin.com/in/sarahcnewcomb Facebook: https://www.facebook.com/MorningstarInc/ Twitter: https://twitter.com/MorningstarInc Instagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/
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| 09 Aug 2024 | Now’s the Time to Diversify Beyond Magnificent Seven Stocks | 00:20:42 | |
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. 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:
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/ | |||
| 06 Sep 2024 | Boating Season Is Over, but Don't Overlook These Recreational Vehicle Stocks | 00:12:07 | |
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. 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
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:
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/ | |||
| 28 Feb 2025 | Why the Bond Market Looks Brighter Than It Did in 2022 | 00:22:04 | |
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 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 Read what our team is writing:
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/
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| 12 Apr 2024 | 3 Cheap Stocks to Watch in the Fight Over Sports Streaming | 00:16:55 | |
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. 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:
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/ | |||
| 18 Oct 2024 | Is Your Portfolio Built to Withstand a Market Rotation? | 00:20:16 | |
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. 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:
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/ | |||
| 30 Sep 2022 | When's the Best Time for a Roth IRA Conversion? | 00:20:46 | |
In today’s episode, Neil Macker, a senior equity analyst for Morningstar Research Services, discusses why Netflix is adding a cheaper plan and whether the stock is a deal. Also, one automaker is warning investors that supply chain issues will affect its upcoming earnings results. Investing Insights has a new look and host! We’re bringing you a mix of market news, insights from analysts, and personal finance tips. We want to hear what you think about the new format. Let us know at podcast@morningstar.com. 0:06 Introduction 0:49 FedEx is cutting costs but remains undervalued. 1:32 Ford’s quarter will reflect supply chain issues. 2:32 Smartphone investing is causing different trading behavior in investors. 3:56 Why has Netflix decided now to create a cheaper ad-supported plan? 5:30 How can Netflix use subscriber growth from outside the US to their advantage? 6:56 Can a streaming service compete without live sports coverage? 8:36 Streaming service stock pick 9:39 Is the Time Right for Roth Conversions?
Companies mentioned in this episode. Netflix Inc NFLX; FedEx Corp FDX; Ford Motor Co F; Disney DIS; Amazon AMZN; and Apple AAPL
Read about topics from this episode. Is Your Smartphone Hurting Your Portfolio Performance?
Retiring in a Down Market? Consider These Strategies
Is the Time Right for Roth Conversions?
FedEx Issues Earnings Warning on Worsening Economic Outlook
Which Funds Have Recently Bought or Sold Netflix?
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/
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| 30 Jun 2023 | Spot Hidden Crypto Stocks and Funds in Your Portfolio | 00:17:59 | |
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 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:
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/ | |||
| 04 Apr 2025 | Market Volatility: What to Watch in Q2 After Big Swings in Q1 | 00:14:30 | |
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 Tariffs Are a Self-Inflicted Economic Catastrophe
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
Read what our team is writing:
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/ | |||
| 07 Jun 2024 | Why More Diversification Doesn’t Mean Better Returns | 00:14:33 | |
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. 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:
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/
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| 16 Dec 2022 | RMD Sticker Shock? How to Ease Your Tax Burden | 00:24:10 | |
In today’s episode, Alyssa Stankiewicz, associate director of sustainability research from Morningstar Research Services, and Megan Pacholok, manager research analyst from Morningstar Research Services, discuss the Labor Department’s rule change involving ESG funds in workplace retirement plans.
00:00 Introduction 00:47 The FTC tries to block Microsoft over their attempted buyout of Activision Blizzard 02:04 Campbell cooked up a strong start to the fiscal year 02:55 Chewy chewed up some strong Q3 earnings 04:23 What plan sponsors like employers are required to do when creating retirement plans? 05:30 What was the Trump-era policy concerning ESG funds? 07:13 What are the changes under the Biden era? 08:26 Alyssa just mentioned qualified default investment alternatives, or QDIAs. And employers, sometimes they use these for workers who make retirement contributions but don't make investment choices. What do employers typically pick here? 09:42 How could ESG funds factor into an employer’s decision? 10:59 Different perspectives about the adoption of ESG funds in workplace plans 14:18 Tips on Taking Last-Minute RMDs in 2022
Read about topics from this episode. Microsoft Stock Attractive Whether or Not Activision Deal Goes Through Alternative Funds Are Winners in 2022 90% of Companies Are Developing an ESG Strategy If You Haven't Taken RMDs Yet in 2022, Watch This Video Who Does and Doesn’t Get to Skip RMDs Under the New 10-Year Rule
What to watch from Morningstar. Top Retail Stocks on Sale This Holiday Season Should You Buy Dividend Stocks in a Recession? Retiring Soon? Make Sure to Check Your Asset Allocation Cheap Stocks For You to Consider
Read what our team is writing:
Follow us on social media. Ivanna Hampton on Twitter: @IvannaHampton Christine Benz on Twitter: @Christine_Benz Facebook: https://www.facebook.com/MorningstarInc/ Twitter: https://twitter.com/MorningstarInc Instagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/ | |||
| 23 Dec 2022 | Stock and Bond Markets’ Wild Ride in 2022 | 00:17:37 | |
In today’s episode, Tom Lauricella, Morningstar Inc.’s chief markets editor, discusses the markets’ highs and lows in 2022 and what investors should watch for in 2023.
Timestamps 00:04 Introduction 00:31 What’s Morningstar’s take on what’s been driving inflation? 02:18 What would it take to push inflation down to the Fed’s 2-percent target? 03:22 What categories of inflation have the Fed focused on? 04:38 How does wage growth factor into the Fed’s moves next year? 05:38 What has happened this year with bonds? 06:38 What has the plunge in bonds meant for investors’ portfolios? 07:47 How should investors think about bonds in 2023? 08:51 Can you describe what hit tech so hard? 10:20 What will it take for a tech rebound? 11:30 Crypto started 2022 riding high 12:27 What are the lessons from crypto’s implosion? 14:16 What should investors watch for in 2023?
Read about topics from this episode. A New Crisis: What’s Happened in Crypto Now? 4 Lessons From Crypto’s Implosion 5 Charts on Big Tech Stocks’ Collapse Where to Invest in Bonds in 2023 The Fed and Markets Have Different Outlooks. Which One Will be Right? Fed Raises Rates Again, With a Focus on Talking Tough
What to watch from Morningstar. RMD Sticker Shock? How to Ease Your Tax Burden Top Retail Stocks on Sale This Holiday Season Should You Buy Dividend Stocks in a Recession? Retiring Soon? Make Sure to Check Your Asset Allocation Cheap Stocks For You to Consider
Read what our team is writing: Tom Lauricella https://www.morningstar.com/authors/1953/tom-lauricella
Follow us on social media. Ivanna Hampton on Twitter: @IvannaHampton Tom Lauricella on Twitter: @LauricellaTom Facebook: https://www.facebook.com/MorningstarInc/ Twitter: https://twitter.com/MorningstarInc Instagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/ | |||
| 02 Dec 2022 | Should You Buy Dividend Stocks in a Recession? | 00:19:48 | |
Will dividends continue to do well in a rising interest-rate environment? Plus, Bob Iger is CEO of Disney again, and Visa has a new CEO, too. And speaking of executives, Warren Buffett’s Berkshire has finally started spending some of the cash in its kitty. Find out how in this week’s episode.
Timestamps 00:38 Berkshire Hathaway Deserves More Credit 01:40 Dick's Sporting Goods Rallied Big in Q3 02:35 Visa’s CEO is Stepping Down 03:26 What happened at Disney, and more importantly, why? 05:06. Bob Iger has delayed his retirement multiple times, and now is back. Will he likely stick to his two year contract, do you think? 05:46 What does this mean for Disney shareholders – and your expectation for the stock? 06:56 Are Dividend Stocks a Good Investment Today?
Read about topics from this episode. 5 Takeaways From Berkshire Hathaway’s 2021 Shareholder Letter Which Retail Stocks Are Well-Positioned for 2022 Holiday Sales? The Best- and Worst-Performing Stocks: Q3 2022 Visa Earnings Show Continued Strong Growth; Stock Slightly Undervalued Energy Stocks Power Ahead on Earnings Gushers
Utilities Brighten Under Cloud of Recession, but Future Dim at Lofty Valuations
What to watch from Morningstar. Retiring Soon? Make Sure to Check Your Asset Allocation Cheap Stocks For You to Consider What to Buy or Skip: I Bonds, Apple, Amazon, or Meta Where to Park Your Cash and Find Recession-Resistant Stocks Markets are Undervalued, and We Highlight Some Cheap Stocks! We Examine Tesla's Stock and the Risks of a Strong Dollar
Read what our team is writing:
Follow us on social media. Ruth Saldanha on Twitter: @karishmaruth David Harrell on Twitter: @davidharrell Facebook: https://www.facebook.com/MorningstarInc/ Twitter: https://twitter.com/MorningstarInc Instagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/
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| 16 Aug 2024 | Too Many Investment Accounts? Here’s How to Reduce the Clutter | 00:15:54 | |
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:
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/ | |||
| 08 Mar 2024 | What’s Surprising Some Retirees About Their Social Security Benefits? | 00:11:54 | |
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/ | |||
| 17 Mar 2023 | Why the Banking Crisis Is a Big Deal | 00:20:43 | |
In today’s episode, Travis Miller, an energy and utilities strategist for Morningstar Research Services, discusses the potential earnings growth for the utilities sector, and which stocks are undervalued. 00:06 Introduction
00:35 Pfizer to Acquire Cancer Drug Developer
01:44 Adidas Wheezes
02:51 Squarespace Subscriptions Are Solid, But Are They Enough?
04:10 What’s Ahead in the Utilities Sector?
05:08 The Inflation Reduction Act includes credits for energy-saving home improvements and electric vehicles. How are utilities preparing for the rise in electricity demand?
06:11 What kind of financial support will utilities need to carry out this plan?
07:46 Why should investors consider earnings growth, too?
08:44 Now, what are your expectations this year for dividends?
09:20 Now, if investors are looking to invest in utilities, where should they look?
10:40 Utilities sector stock picks
13:21 Don’t Ignore the Banking Crisis Read about topics from this episode. Utilities Suddenly a Growth Sector? Why Investors Should Care About the Banking Scare Pfizer's Seagen Deal Should Help Offset Upcoming Patent Losses; No Fair Value Estimate Impact Much Has Gone Wrong for Adidas Recently, but Its Status as a Popular Global Sportswear Brand Holds Squarespace Earnings: Resilient Retention and Strong Bookings Growth Even After Price Increases
What to watch from Morningstar. Where to Invest: Stocks or CDs? Is Berkshire Hathaway Stock a Buy After Rocky Results? Should You Fund Your 401(k) First or Your IRA? With IRA Deadline Looming, Don’t Make These Mistakes
Read what our team is writing:
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/morningstarinc/ LinkedIn: https://www.linkedin.com/company/5161/ | |||
| 10 Aug 2023 | Microsoft Bets Big on AI: What Investors Should Know, Part One | 00:17:33 | |
: 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:
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/
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| 28 Mar 2025 | Does It Pay to Copy Congress' Stock Trades? | 00:13:19 | |
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 What Trump’s Trade Wars Could Mean for the Global Economy and Markets What to watch from Morningstar. Can Healthcare Stocks Keep Outperforming the Market? Worried About a Market Sell-Off? These 10 Funds Reduce Portfolio Risk Why the Bond Market Looks Brighter Than It Did in 2022
Read what our team is writing:
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/
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| 27 Jan 2023 | Should You Buy a House Right Now? | 00:20:14 | |
Real Estate is a hot topic for investors everywhere, but is a home the best possible investment right now? Plus, we’ve raised the fair value estimates for both Apple stock and Procter & Gamble stock – and we think Palantir’s has made some strategic missteps. Find out more in this week’s episode. Timestamps 00:06 Intro 00:36 Morningstar upgrades Apple's moat 01:46 Proctor and Gamble reports Q2 2023 earnings 02:44 Palantir makes strategic missteps 03:52 Owning a House or REITs intro 04:21 What are some of the benefits of physical real estate vs REITs? 05:09 What are some of the benefits of REITs vs Real Estate? 05:48 In both cases, what are some of the cons? 06:24 From an investment standpoint, which is the better bet, and why? 08:12 What’s a safe withdrawal rate for 2023?
Read about topics from this episode. Raising Apple Stock’s Fair Value Estimate to $150 P&G Announces Fiscal Year 2023 Second Quarter Results Procter & Gamble’s Stock Looks Overheated After Effectively Weathering Headwinds in the Quarter Cutting Palantir Stock Fair Value Estimate as Strategic Missteps Create a Plethora of Problems Investing in REITs vs. Direct Real Estate Retirement Income and Safe Withdrawal Rates in 2023
What to watch from Morningstar. Big Banks Bracing for a Recession Create a New Financial Plan for the New Year: Part 2 Create a New Financial Plan for the New Year: Part 1 Stock and Bonds’ Market Wild Ride in 2022
Read what our team is writing. Follow us on social media. Ruth Saldanha on Twitter: @KarishmaRuth Christine Benz on Twitter: @Christine_Benz Twitter: https://twitter.com/MorningstarInc Instagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/
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| 23 Aug 2024 | Mutual Funds Turn 100. Can Investors Still Count on Them? | 00:13:17 | |
Russ Kinnel, director of ratings for Morningstar Research Services, discusses mutual funds’ greatest achievement and their competition against ETFs. 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 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:
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/
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| 22 Dec 2023 | 5 Pieces of Good News for Investors as 2023 Wraps Up | 00:12:56 | |
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:
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/
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| 24 Mar 2023 | Why the Nasdaq 100 Isn’t a Particularly Good Investment | 00:20:33 | |
Most people think buying any one of the major U.S. indexes is a good bet, but we tell you why the Nasdaq 100 isn’t a particularly good investment, and you can gain some valuable insights into your financial and investment plans from your tax forms.
00:06 Introduction 00:25 T-Mobile Is Buying Mint Mobile 01:25 Uber, Lyft, and Door Dash Drivers Can Remain Independent Contractors 02:21 Potential TikTok Ban Could Benefit Rivals 03:18 Why the Nasdaq 100 Falls Short 10:06 What You Can Learn From Your Tax Return Read about topics from this episode. T-Mobile Takes a Small Strategic Threat off the Table by Buying Mint Uber, Lyft, and DoorDash Receive a Favorable California Appeals Court Ruling; No FVE Changes Potential TikTok Ban in U.S. Would Benefit Google, Meta, and Snap Why the Nasdaq Isn’t a Particularly Good Investment
What to watch from Morningstar. Why the Banking Crisis Is a Big Deal Where to Invest? Stocks or CDs? Is Berkshire Hathaway Stock a Buy After Rocky Results? Should You Fund Your 401(k) First or Your IRA?
Read what our team is writing:  Follow us on social media. Ruth Saldanha on Twitter: @KarishmaRuth Ryan Jackson on Twitter: @TheETFObserver Christine Benz on Twitter: @Christine_Benz Facebook: https://www.facebook.com/MorningstarInc/ Twitter: https://twitter.com/MorningstarInc Instagram: https://www.instagram.com/morningstarinc/ LinkedIn: https://www.linkedin.com/company/5161
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| 14 Mar 2025 | Worried About a Market Sell-Off? These 10 Funds Reduce Portfolio Risk | 00:12:00 | |
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. How to Diversify Your Portfolio to Handle a Market Correction Where to Invest in 2025 and Beyond 5 Mistakes to Avoid With Your Investment Portfolio in 2025 Can Growth Stocks Keep Powering the Market Higher?
What to watch from Morningstar.
Read what our team is writing:
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/ | |||
| 18 Nov 2022 | Rising Interest Rates Make Bond Ladder ETFs More Appealing | 00:20:10 | |
In today’s episode, Saraja Samant, a manager research analyst for Morningstar Research Services, explains how investing in defined-maturity ETFs can help grow wealth in a rising interest-rate environment.
00:05 Introduction 00:43 Disney Loses Some Magic as 2022 Ends 01:37 Roblox Has Mixed Messages in Q3 02:37 Lyft’s Ride to Disappointment 04:05 What’s a Traditional Bond Ladder and How Does It Work? 04:42 Advantages and Disadvantages of Building a Bond Ladder With Individual Bonds? 06:21 What Makes Defined-Maturity ETFs Different? 07:58 What are Some of the Risks With Bond Ladder ETFs? 09:17 How Do the Costs Compare Between Building a Bond Ladder Using traditional Bonds Versus Building One Using Bond ETFs? 10:04 If an Investor Wants to Build a Bond Ladder ETF, How would they start? 11:11 Is It Too Late to Inflation-Proof Your Portfolio?
Read about topics from this episode.
Uber, Lyft Drivers Remain as Contractors Bond Ladder ETFs Can Help Investors Climb Higher
A Down-Market Survival Guide for Your 20s, 30s, and 40s
What to watch from Morningstar. Cheap Stocks For You to Consider What to Buy or Skip: I Bonds, Apple, Amazon, or Meta Where to Park Your Cash and Find Recession-Resistant Stocks Markets are Undervalued, and We Highlight Some Cheap Stocks! We Examine Tesla's Stock and the Risks of a Strong Dollar
Read what our team is writing:
Follow us on social media. Ivanna Hampton on Twitter: @IvannaHampton Christine Benz on Twitter: @Christine_Benz Saraja Samant on LinkedIn: https://www.linkedin.com/in/saraja-samant-280993/ Facebook: https://www.facebook.com/MorningstarInc/ Twitter: https://twitter.com/MorningstarInc Instagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/ | |||
| 26 Apr 2024 | Covered Call and Buffer ETFs: Do the Pros Outweigh the Cons? | 00:16:32 | |
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:
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/
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| 31 May 2024 | Invest in SpaceX Alongside Elon Musk? Why This Closed-End Fund Is Not Worth the Ride | 00:21:48 | |
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:
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/ | |||
| 30 Oct 2024 | How to Retire: Understand and Plan for Long-Term Care | 00:23:36 | |
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. 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 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:
Follow Christine Benz on social media. X: https://x.com/christine_benz LinkedIn: https://www.linkedin.com/in/christine-benz-b83b523 | |||
| 03 Nov 2023 | New iShares Target-Date ETFs Provide Different Retirement Saving Path | 00:13:24 | |
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/
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| 21 Apr 2023 | Planning to Retire Soon? Flexibility and Spending Count | 00:21:31 | |
In today’s episode, Leslie Norton, Morningstar Inc’s editorial director for sustainability, talks about Earth Day 2023 and sustainable investing.
Read about topics from this episode. JPMorgan Beats Earnings, Grows Deposits, and Raises Revenue Outlook. Warner Bros. Discovery’s Has In-Line End to 2022 Delta Earnings: Postpandemic Wanderlust and Pinched Capacity Offer a Rare Opportunity for Airlines Earth Day 2023: 3 Food and Agriculture Stocks to Add to Your Shopping Basket
Earth Day 2023: Can’t Plant a Tree? These 2 Lumber Stocks Score High on Sustainability
Earth Day 2023: 6 Top-Rated Funds From Sustainable-Investing Pioneers
Earth Day 2023: What to Know About Carbon-Capture Technologies How Worried Should New Retirees Be About Market Losses and High Inflation? What’s a Safe Withdrawal Rate Today?
What to watch from Morningstar. Where Can the Automotive Industry Go From Here?: Part Two Where Can the Automotive Industry Go From Here?: Part One How Do Vanguard’s Target-Date Funds Stack Up? Why the Nasdaq 100 Isn’t a Particularly Good Investment
Read what our team is writing:
Follow us on social media. Leslie Norton on Twitter: @leslienortonnyc 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/
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| 07 Feb 2025 | Vanguard Fee Cuts May Be Small, But They’re a Win For Investors | 00:19:47 | |
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. 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:
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/ | |||
| 27 Sep 2024 | How GLP-1 Drugs Like Ozempic Are Boosting Biopharma Stocks | 00:14:33 | |
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:
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/ | |||
| 15 Sep 2023 | 3 of the Best Robo-Advisors, and One of the Worst | 00:16:12 | |
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 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:
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/ | |||
| 05 Jan 2024 | Betting Big on Stocks Rarely Beats Boring Investing | 00:16:38 | |
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:
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/
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| 26 Jan 2024 | Could Company 401(k)s Go the Way of IBM? | 00:19:56 | |
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:
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/
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| 02 Oct 2024 | How to Retire: Know What ‘Enough’ Means in Retirement | 00:22:14 | |
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. 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 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:
Follow Christine Benz on social media. X: https://x.com/christine_benz LinkedIn: https://www.linkedin.com/in/christine-benz-b83b523 | |||
| 16 Oct 2024 | How to Retire: Transition from Saving to Spending | 00:21:19 | |
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. 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 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:
Follow Christine Benz on social media. X: https://x.com/christine_benz LinkedIn: https://www.linkedin.com/in/christine-benz-b83b523
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| 10 Mar 2023 | Where to Invest: Stocks or CDs? | 00:21:02 | |
In today’s episode, Allie McCallion and Charity Blue, members of Morningstar Inc’s sustainability team, discuss pay equity and three undervalued companies that are leading the charge.
Timestamps 00:00 Introduction 00:27 Broadcom rides AI wave 01:41 Costco shows resilience 02:15 Eli Lilly cuts insulin costs 03:55 Morningstar's internal sustainability team joins Investing Insights to discuss Equal Pay Day 04:29 Where do women's earnings in the U.S. stand compared to men? 05:30 What has research shown when companies practice pay equity? 06:16 What did your team look for when they reviewed pay equity practices among big U.S. companies? 07:06 3 Undervalued Stocks That Stress Equal Pay 11:35 Should You Buy Stocks or a 4% CD? Read about topics from this episode. Broadcom Riding AI Wave to Robust Networking Sales in 2023; Raising FVE to $640 Per Share https://www.morningstar.com/stocks/xnas/avgo/quote Costco’s Resilience Proves Its Ongoing Relevance and Brand Strength; Shares Fairly Valued https://www.morningstar.com/stocks/xnas/cost/quote Eli Lilly’s Insulin Price Cut Should Address Government’s Critical Eye; but no Impact on FVE https://www.morningstar.com/stocks/xnys/lly/quote 3 Stocks That Stress Equal Pay as We Observe International Women’s Day Read what our team is writing: Allie McCallion https://www.morningstar.com/authors/2642/allie-mccallion Charity Blue https://www.morningstar.com/authors/2662/charity-blue Christine Benz https://www.morningstar.com/authors/30/christine-benz Susan Dziubinski https://www.morningstar.com/authors/12/susan-dziubinski Follow us on social media. Ivanna Hampton on Twitter: @ivannahampton Christine Benz on Twitter: @Christine_Benz Facebook: https://www.facebook.com/MorningstarInc/ Twitter: https://twitter.com/MorningstarInc Instagram: https://www.instagram.com/morningstarinc/ LinkedIn: https://www.linkedin.com/company/5161/
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| 02 Aug 2024 | 3 Asset Classes That Could Raise Your Portfolio’s Risk Level | 00:15:59 | |
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. 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:
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/ | |||
| 01 Nov 2024 | A Better Way to Use Leverage in Your ETF Portfolio | 00:26:16 | |
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. 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:
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/ | |||
| 09 Jun 2023 | Gain From the Weight-Loss Trend With These Stocks | 00:20:19 | |
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:
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/
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| 04 Nov 2022 | What to Buy or Skip: I Bonds, Apple, Amazon, or Meta | 00:19:19 | |
In today’s episode, Katherine Lynch, a Morningstar Inc’s data journalist, talks about the new I Bonds’ interest rate, how the investments work, and how to use them as an emergency fund. Investing Insights is bringing you a mix of market news, insights from analysts, and personal finance tips. Timestamps 0:06 Introduction 00:39 Meta’s Disappointing in Q3 Earnings 01:50 0Amazon Delivered a Sting 02:58 Apple is Eating Up Earnings 04:23 How do I-bonds work? 04:41 What should investors expect over the next six months? 05:07 I-bonds come with some limitations. What are those? 05:25 How can someone use I-bonds as an emergency fund? 05:48 How can I-bonds help save parents some money? 05:59 Where can investors buy I-bonds? 06:11 What Belongs on Your Preretirement Radar?
Read about topics from this episode. Slashing Meta’s Stock Fair Value Estimate to $260 From $346 https://www.morningstar.com/articles/1120902
Apple Reports Strong Earnings, but Stock Still Overvalued https://www.morningstar.com/articles/1121415
Cutting Amazon Stock’s Fair Value Estimate to $150 From $192 on Disappointing Q3 Earnings https://www.morningstar.com/articles/1121414
How to Hedge Against Inflation Using I Bonds https://www.morningstar.com/articles/1093977
A Down-Market Survival Guide for Retirees https://www.morningstar.com/articles/943447
Get a Tax-Smart Plan for In-Retirement Withdrawals https://www.morningstar.com/articles/844815
Read what our team is writing: Katherine Lynch https://www.morningstar.com/authors/2337/katherine-lynch Christine Benz https://www.morningstar.com/authors/30/christine-benz Ivanna Hampton https://www.morningstar.com/authors/2399/ivanna-hampton Follow us on social media. Ivanna Hampton on Twitter: @IvannaHampton Christine Benz on Twitter: @Christine_Benz Sarah Newcomb on LinkedIn: https://www.linkedin.com/in/sarahcnewcomb Facebook: https://www.facebook.com/MorningstarInc/ Twitter: https://twitter.com/MorningstarInc Instagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/
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| 05 May 2023 | Berkshire Hathaway: 4 Questions and 5 Cheap Stocks | 00:27:16 | |
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:
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/
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| 21 Mar 2025 | Can Healthcare Stocks Keep Outperforming the Market? | 00:21:37 | |
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 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 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:
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/
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| 20 Dec 2024 | How the Fed's Surprise Outlook Adds to Market Uncertainty for 2025 | 00:14:13 | |
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. 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:
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/ | |||
| 28 Apr 2023 | Morningstar Investment Conference: Recession Risks and the Markets | 00:20:25 | |
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? 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:
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/
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| 06 Oct 2023 | TikTok: Risky Tax Advice and Supersize Valuations | 00:23:49 | |
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/ | |||
| 11 Nov 2022 | Cheap Stocks For You to Consider | 00:15:35 | |
What does COP27 mean? Does it matter for you and your portfolio? Leslie Norton explains. Investing Insights has a new look and host! We’re bringing you a mix of market news, insights from analysts, and personal finance tips. We want to hear what you think about the new format. Let us know at podcast@morningstar.com.
0:06 Introduction 00:24 Can Uber Lift Your Portfolio? 01:29 Disaster-Proofing Your Portfolio 02:45 Starbucks is Resilient in Q4 04:04 Why does the COP 27 meeting matter? 06:00 What have we achieved since Cop 26? 06:44 Are the pledges made by countries binding? Who holds them accountable? 07:08 What next from here? 07:42 What a Divided or United Government Means for Investors
Read about topics from this episode. What Could the Midterm Election Results Mean for the Stock Market? How to Cope With Financial Shocks Strong Q3 Indicates Uber May Be Resistant to Macro Uncertainties
Starbucks Q4 Earnings Show Strong Traffic That Bucks Industry Trends
Special Report: For Investors, COP27 Summit Brings New Opportunities
10 Reasons Why ESG Won’t Be Stopped
What to watch from Morningstar. What to Buy or Skip: I Bonds, Apple, Amazon, or Meta Where to Park Your Cash and Find Recession-Resistant Stocks Markets are Undervalued, and We Highlight Some Cheap Stocks! We Examine Tesla's Stock and the Risks of a Strong Dollar
Read what our team is writing:
Follow us on social media. Ruth Saldanha on Twitter: @karishmaruth Leslie Norton on Twitter: @leslienortonnyc David Sekera on Twitter: @MstarMarkets Facebook: https://www.facebook.com/MorningstarInc/ Twitter: https://twitter.com/MorningstarInc Instagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/
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| 12 Jan 2024 | AI Can Help Restaurants Innovate, But Will It Deliver Profits? | 00:13:14 | |
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:
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/ | |||
| 21 Oct 2022 | Where to Park Your Cash and Find Recession-Resistant Stocks | 00:20:20 | |
In today’s episode, Ali Mogharabi, a senior equity analyst for Morningstar Research Services, explains the Labor Department’s proposed rule about worker classification. And he reveals whether he thinks Uber, Lyft, and DoorDash stocks are a buy. Investing Insights is bringing you a mix of market news, insights from analysts, and personal finance tips.
Timestamps 0:06 Introduction
0:44 Stocks for a Recession
1:50 Wells Fargo missed the mark for third quarter earnings.
2:35 Delta airlines reported a strong third quarter. 3:57 Should gig workers be considered employees? 5:48 What is the main risk of the Biden administration’s new proposal? 8:37 What is the reaction from Uber, Lyft, and DoorDash? 9:23 What does Uber, Lyft, and DoorDash stocks look like today? 10:23 How to Make Your Cash Work Harder as Interest Rates Rise
Read about topics from this episode. Risk of DOL’s Proposal and Reactions of Uber, Lyft, and DoorDash Stocks Exaggerated Opportunities Seen in the Industrial Sector Amid Economic Headwinds Looking Past Volatile Operating Losses, Wells Fargo Remains on Track in Q3 Best Financial-Services Companies to Own: 2022 Edition Read what our team is writing:
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/
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| 23 Oct 2024 | How to Retire: Prioritize Tax Planning in Retirement | 00:23:58 | |
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. 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. 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 Can You Control Required Minimum Distributions? 8 Little-Known Facts About RMDs An Investing Road Map for Retirees
Read about topics from this episode. 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:
Follow Christine Benz on social media. X: https://x.com/christine_benz LinkedIn: https://www.linkedin.com/in/christine-benz-b83b523 | |||
| 10 Nov 2023 | Higher Bond Yields and Interest Rates Are Here to Stay | 00:16:08 | |
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 | |||
| 14 Oct 2022 | Markets are Undervalued, and We Highlight Some Cheap Stocks! | 00:23:47 | |
Retirement plans across the country may finally be getting serious about adding more annuity options for their subscribers. But is this product good for you? Spencer Look explains. Investing Insights is a mix of market news, insights from analysts, and personal finance tips. Timestamps 0:06 Introduction 0:30 Norwegian Cruise Line Sails Through a Rough Quarter 1:27 How Can Investors Cope With Fear? 2:18 AMD Dipped In Q3 3:19 Does Your Retirement Plan Need More Annuity Options? 3:45 What’s The Biggest Determinant of the Right Lifetime Income Strategy? 5:02 Which Investors Do Not Gain Value from Annuities? 6:34 Who Benefits From Annuities? 7:33 What Should Investors Do if They Benefit from Annuities? 9:09 Where To Invest Your Money In Q4 2022
Companies mentioned in this episode.
Norwegian Cruise Line Holdings Ltd (NCLH); Advanced Micro Devices Inc (AMD); Nvidia (NVDA); Intel Corp (INTC); Micron Technology Inc (MU); Zoetis Inc (ZTS); Zimmer Biomet Holdings Inc (ZBH); Illumina Inc (ILMN) Read about topics from this episode.
A Down-Market Survival Guide for Pre-Retirees
Utilities Brighten Under Cloud of Recession, but Future Dim at Lofty Valuations
As Pendulum Swings, Stocks Go From Overvalued to Undervalued
3 Lessons for Investors From the Third Quarter
What a Strong U.S. Dollar Means for Investors
What's Next for the Stock Market?
Read what our team is writing:
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/
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| 22 Sep 2023 | UAW Strike Raises Investor Risks | 00:22:48 | |
Also, why Morningstar thinks the Federal Reserve will cut interest rates earlier than projected. 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 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/ | |||
| 13 Jan 2023 | Create a New Financial Plan for the New Year: Part 2 | 00:13:07 | |
In this two-part episode, Sarah Newcomb, director of financial psychology for Morningstar Inc, explains how to rethink budgeting, overcome overspending, and stop fighting about money.
Timestamps 00:04 Introduction 00:37 What kind of financial habits or histories do people tend to bring into their relationships? 02:30 How do couples mesh their financial lives without fighting about saving or spending? 04:36 Why do emotions rise when couples talk about money? 05:36 What should people pay attention to if they feel themselves getting upset about someone else’s financial habits? 06:57 What are steps couples can take to understand each other? 09:33 We’ve talked about rethinking budgeting, overcoming overspending, and how to avoid arguing over money. What’s your advice to our audience if they experience a setback or win?
Read about topics from this episode. Hate Budgeting? Try Rethinking It. Got the Urge to Splurge? 4 Steps to Overcome Your Overspending Habit How to Avoid Arguing Over Money By Sarah Newcomb
What to watch from Morningstar. Top Retail Stocks on Sale This Holiday Season Should You Buy Dividend Stocks in a Recession? Retiring Soon? Make Sure to Check Your Asset Allocation Cheap Stocks For You to Consider
Read what our team is writing: Sarah Newcomb https://www.morningstar.com/authors/1951/sarah-newcomb
Follow us on social media. Ivanna Hampton on Twitter: @IvannaHampton Sarah Newcomb on Twitter: @finance_therapy Facebook: https://www.facebook.com/MorningstarInc/ Twitter: https://twitter.com/MorningstarInc Instagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/
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| 23 Sep 2022 | Will Investors Ready, Set, Go for the Porsche IPO? | 00:21:46 | |
No matter how much inflation rises, we’ll still need utilities, right? That’s what many investors think, and that has helped propel utilities stocks higher this year. But that might be about to change, as Morningstar’s Jakir Hossain explains. Plus, we look at why some of us can’t help but trade – even though we might not get the best outcomes.
Investing Insights has a new look and host! We’re bringing you a mix of market news, insights from analysts, and personal finance tips. We want to hear what you think about the new format. Let us know at podcast@morningstar.com.
Timestamps 0:06 Introduction 0:49 Volkswagen’s IPO looks good, but we have concerns over the timing. 2:06 Adobe is acquiring new design software 3:26 New lower fair value estimate for Compass Minerals’ stock 4:34 Why investors trade and how it can be dangerous to their portfolios. 6:12 What is driving the continued durability of utilities? 7:32 Is there room for utilities companies to grow? 10:21 Utilities stock picks 11:41 Retiring in a Down Market? Consider These Strategies
Companies mentioned in this episode. Volkswagen AG (VLKAF); Adobe Inc (ADBE); Compass Minerals International Inc (CMP); NiSource Inc (NI) andDominion Energy Inc (D)
Read about topics from this episode. Retiring in a Down Market? Consider These Strategies
Will Porsche’s Stock IPO Be as Popular as Its Sports Cars?
Volkswagen Announces Pricing of 25% Equity Stake Sale in Porsche
The Tragic Irony of Overconfidence in Investing
The Inflation Reduction Act Is Spurring Interest in Clean Energy and Climate-Conscious Investing
Investing in Climate Action: 2 Renewable Energy Stocks to Consider
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| 11 Oct 2024 | Inherited IRA Rules: What You Need to Know Before 2025 | 00:26:56 | |
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 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:
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/ | |||
| 07 Oct 2022 | We Examine Tesla's Stock and the Risks of a Strong Dollar | 00:22:44 | |
In today’s episode, Dave Whiston, the U.S. autos equity analyst for Morningstar Research Services, discusses CarMax’s disappointing earnings results and reveals where investors can look for stock opportunities. Investing Insights has a new look and host! We’re bringing you a mix of market news, insights from analysts, and personal finance tips. We want to hear what you think about the new format. Let us know at podcast@morningstar.com.
Timestamps 0:06 Introduction
0:46 Lower Estimate of Tesla’s Stock
1:33Micron Stock: Chipmaker Trims Spending
2:19 Nike Stock: Earnings Top Expectations, but Near-Term Outlook Disappoints 3:17 Why 2022 Has Been a Terrible Year for Bond Funds 4:16 Used-Car Affordability Slams CarMax’s Earnings 6:42 CarMax’s Response to Inflation and Rising Interest Rates 10:49 Our Analyst’s View of CarMax’s Stock 11:53 Cheap Stock Picks: Ford, GM, and Gentex 14:40 Why Is the Dollar Strong Now? 16:33 Strong Dollar Threatens Company Earnings 19:07 Cheap Stocks to Consider as the Dollar Strengthens
Companies mentioned in this episode.
Tesla (TSLA); Micron Technology (MU); Nike (NKE); CarMax Inc (KMX); Ford Motor Co (F); General Motors Co (GM); Gentex (GNTX); Anheuser-Busch InBev (BUD); GSK PLC (GSK); and SAP SE (SAP). Read about topics from this episode. Trimming Tesla Fair Value Estimate to $250 Following Lower Q3 Deliveries Nike’s Brand Value Holds Despite a Tough Near-Term Outlook; Shares Undervalued Why 2022 Has Been Such a Terrible Year for Bond Funds Used-Vehicle Affordability Slams CarMax’s Q2, but We See Stock as Attractive for Long Term Strong U.S. Dollar a Headwing to Earnings Growth Follow us on social media. Ivanna Hampton on Twitter: @ivannahampton Facebook: https://www.facebook.com/MorningstarInc/ Twitter: https://twitter.com/MorningstarInc Instagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/ | |||
| 24 Nov 2023 | Make the Most of Your HSA Benefits and Investments in 2024 | 00:16:05 | |
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? 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:
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/
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| 08 Sep 2023 | Stocks to Consider as the U.S. Pushes to Reclassify Cannabis | 00:13:31 | |
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:
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/
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| 04 Aug 2023 | Interest-Rate Forecast: What’s Next? | 00:21:10 | |
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:
Follow us on social media. Facebook: https://www.facebook.com/MorningstarInc/ Twitter: https://twitter.com/MorningstarInc Instagram: https://www.instagram.com/morningstar... LinkedIn: | |||
| 11 Apr 2025 | Market Volatility: What Lies Ahead in Trump's Trade War | 00:13:03 | |
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:
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/ | |||
| 10 May 2024 | Short-Term Market Volatility Could Provide Long-Term Investing Opportunities | 00:16:38 | |
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:
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/
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| 19 Jan 2024 | Why Now Is the Time for Value Investing | 00:14:46 | |
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:
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/ | |||
| 31 Mar 2023 | How Do Vanguard’s Target-Date Funds Stack Up? | 00:14:46 | |
In today’s episode, Seth Goldstein, equities strategist for Morningstar Research Services, discusses the global forecast for electric vehicle expansion. 00:06 Introduction 00:35 Cash App owner pushes back against fraud claims 01:57 T. Rowe Price faces headwinds 02:56 Vanguard Dividend Growth’s manager to step down 04:05 Investing in the battery electric vehicle supply chain 08:00 Has Vanguard’s target-date fund series lost its edge? Read about topics from this episode. Short-Seller Hindenburg Claims Block’s Cash App Is Built on Fraud T. Rowe Price Continues to Face Headwinds Created by a Rising Interest Rate Environment Vanguard Dividend Growth’s Longtime Manager to Step Down in 2024 What to watch from Morningstar. Why the Nasdaq 100 Isn’t a Particularly Good Investment Why the Banking Crisis Is a Big Deal Where to Invest: Stocks or CDs? Is Berkshire Hathaway Stock a Buy After Rocky Results? Read what our team is writing: Follow us on social media. Ivanna Hampton on Twitter: @IvannaHampton Jason Kephart on Twitter: @JasonKephart Facebook: https://www.facebook.com/MorningstarInc/ Twitter: https://twitter.com/MorningstarInc Instagram: https://www.instagram.com/morningstarinc/ LinkedIn: https://www.linkedin.com/company/5161/
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| 07 Jul 2023 | Firing Your Financial Advisor? When To Stay, When To Go | 00:11:10 | |
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:
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/ | |||
| 16 Jun 2023 | Turning a ‘Hard No’ Into Financial Freedom | 00:23:37 | |
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 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:
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/
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| 14 Feb 2025 | These 4 Dividend ETFs Strike the Right Balance for Income Investors | 00:10:46 | |
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. 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 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:
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/
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| 09 Dec 2022 | Top Retail Stocks on Sale This Holiday Season | 00:21:56 | |
In today’s episode, Dave Sekera, chief U.S. markets strategist for Morningstar Research Services, reveals which stocks investors could snap up for a bargain this holiday season.
00:45 Tesla begins delivering its semi-trucks. 01:51 Kroger rang up solid third-quarter earnings despite high inflation 02:36 Ulta Beauty continued its hot streak in the third quarter. 03:56 Dave, total modified retail sales growth was in the double-digits last year. Describe what modified retail sales growth is. What’s Morningstar’s outlook for this year? 05:34 Let’s turn to online shopping. Some big e-commerce names have seen their stock prices plunge this year. Where should investors look for a deal? 06:51 How does the brick-and-mortar retailers’ story this year compare to last year? 07:34 Where are the deals among these stocks? 09:25 Toys and video games stock pick ideas. 10:29 Stocks that Look Cheap 11:45 3 Ways to Manage Capital Gains Distributions in 2022
Read about topics from this episode. Which Retail Stocks Are Well-Positioned for 2022 Holiday Sales? What You Need to Know About Capital Gains Distributions
Which Popular Funds Will Hit Investors With Losses and Capital Gains Distributions This Year?
What to watch from Morningstar. Should You Buy Dividend Stocks in a Recession? Retiring Soon? Make Sure to Check Your Asset Allocation Cheap Stocks For You to Consider What to Buy or Skip: I Bonds, Apple, Amazon, or Meta Where to Park Your Cash and Find Recession-Resistant Stocks
Read what our team is writing:
Follow us on social media. Ivanna Hampton on Twitter: @IvannaHampton Dave Sekera on Twitter: @MstarMarkets Facebook: https://www.facebook.com/MorningstarInc/ Twitter: https://twitter.com/MorningstarInc Instagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/
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| 21 Jul 2023 | Nasdaq 100 Rebalance: What It Means for Your Portfolio | 00:21:43 | |
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
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:
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/ | |||
| 30 Aug 2024 | 5 Ways to Improve America’s Retirement Savings | 00:15:39 | |
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? 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:
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/ | |||
| 21 Feb 2025 | Where to Find Bargain Stocks in an Expensive Market | 00:12:15 | |
David Harrell, editor of Morningstar’s StockInvestor newsletter, investigated stock valuation trends from a watchlist with 120 names across the market. He reveals which stocks are relative bargains.
The Evolution of the Morningstar Style Box What Is the Value-Growth Score for Stocks? Why Investors Should Look Deeper Than Overall Market Trends Investigating Stock Valuation Trends on the Tortoise and Hare Watchlist Small-Cap Stock Findings Are There Any Mega-Cap Stocks on Morningstar StockInvestor’s Watchlist? Which Stocks Earned the Minimum Value-Growth Score? Which Stocks Earned the Maximum Value-Growth Score?
What's next is now at the Morningstar Investment Conference. Register now to get to the source for cutting-edge research, expert insights, and thorough analysis. https://www.morningstar.com/business/events/morningstar-investment-conference?refid=investinginRead about topics from this episode. Subscribe to the StockInvestor Newsletter 3 Top Value Stocks to Buy and Hold for 2025 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’
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| 25 Aug 2023 | Economy Outshines ‘Uneventful Earnings’ | 00:13:18 | |
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.
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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
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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] | |||
| 12 May 2023 | Active ETFs Take Off –– 3 Ideas for Investors | 00:24:00 | |
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.
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
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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/
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| 19 Jul 2024 | Is There a New Leader in the AI Race? | 00:14:54 | |
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. 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? 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?
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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/ | |||
| 29 Mar 2024 | The 4% Retirement Rule is Just a Starting Point | 00:15:54 | |
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?
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| 01 Sep 2023 | From “Ripped Off” to a “Better Deal” – How Investors Fared Since the Market-Timing Scandal | 00:28:12 | |
In today’s episode, Russ Kinnel, director of manager research for Morningstar Research Services, talks about the 2003 mutual fund scandal that resulted in allegations of market-timing and late trading. He also discusses increased transparency and lessons for investors.
Timestamps: 00:44 Will Investors Try Birkenstock on For Size? 02:04 NVIDIA’s Sky-High Performance 03:32 Mutual Fund Scandal’s 20th Anniversary 22:19 5 Stocks to Sell Before Labor Day
Read about topics from this episode. Birkenstock IPO: Will Investors Find the Price Uncomfortable? After Nvidia Stock’s Huge Rally, 6 Key Things to Watch in Q2 Earnings After Earnings, Is Nvidia Stock a Buy, a Sell, or Fairly Valued? The 5 Biggest Mutual Fund Rating Upgrades of 2023 3 High-Dividend Stocks to Avoid 5 Stocks To Buy as Q2 Earnings Season Wraps Up
What to watch from Morningstar. Economy Outshines ‘Uneventful Earnings' Microsoft Bets Big on AI: What Investors Should Know, Part Two Microsoft Bets Big on AI: What Investors Should Know, Part One Interest-Rate Forecast: What’s Next?
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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/ | |||
| 05 Apr 2024 | How to Find a Great Dividend Fund | 00:13:32 | |
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
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?
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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/
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| 01 Dec 2023 | Timing the Market Doesn’t Work — We Did the Math | 00:21:33 | |
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
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| 06 Dec 2024 | What Higher Bond Yields Mean for Markets in 2025 | 00:17:24 | |
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. 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?
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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/ | |||