Investing Insights

These 8 Funds Could Help Steady Portfolios During Rough Markets

Instagram https://www.instagram.com/morningstarinc/?hl=en

LinkedIn https://www.linkedin.com/company/morningstar/posts/?feedView=all

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Vanguard Is Entering a New Era. Can It Keep Winning for Another 50 Years?

podcast@morningstar.com (Morningstar) — Fri, 10 Apr 2026 09:00:00 +0000

Will Vanguard’s next 50 years live up to its first half century? The popular investment firm counts millions of everyday investors among its clients. Vanguard CEO Salim Ramji joined the firm from its rival, BlackRock. Ramji is influencing Vanguard’s direction while keeping the overall mission intact. But the company continues to evolve under the new leadership, with a greater emphasis on advice and the launch of new funds. This episode is the first of a two-part series examining what’s going on with Vanguard in 2026. Dan Sotiroff, Vanguard analyst and the associate director of US passive strategies research for Morningstar, joined Investing Insights.

Vanguard Investors Cleaned Up https://www.morningstar.com/funds/vanguard-investors-cleaned-up

On this episode:

00:00:00 Welcome

00:01:28 Vanguard’s New Era Under CEO Salim Ramji

00:02:56 Vanguard Splits Into Two Investment Advisors

00:07:17 Analyst’s Thoughts on the Firm’s SEC Scrutiny and Fine

00:10:03 Seeking ETF Share Class Approval for Active Funds

00:12:01 New Active Equity ETFs and Coverage Outlook

Watch more from Morningstar:

Why Bond Funds Benefit from Active Management

These Top Tech Stocks Can Stand Up to AI Risks

Follow Morningstar on social:

Subscribe to Morningstar FundInvestor newsletter.

Instagram https://www.instagram.com/morningstarinc/?hl=en

LinkedIn https://www.linkedin.com/company/morningstar/posts/?feedView=all

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

These 8 Funds Could Help Steady Portfolios During Rough Markets

podcast@morningstar.com (Morningstar) — Fri, 3 Apr 2026 09:00:00 +0000

Too many funds and stocks in a portfolio can create clutter and make rebalancing time-consuming. Allocation funds such as balanced funds can make it easier to stay diversified and invested during market volatility. That’s because these funds automatically rebalance, moderating big gains and losses. And the funds can provide exposure to more than one security type and market. Russ Kinnel, senior principal of ratings for Morningstar and editor of Morningstar FundInvestor newsletter, discusses his list of the best balanced and allocation funds.

On this episode:

00:00:00 Welcome

00:00:48 Balanced funds and market volatility

00:01:18 Who allocation funds are designed for

00:03:30 Foreign exposure in Vanguard Global Wellesley Income fund

00:04:40 Dividend income focus at Vanguard Global Wellington and American Funds Capital Income Builder funds

00:05:22 Inflation‑protection strategies in Pimco and T. Rowe Price funds

00:07:45 Key takeaways on balanced and allocation funds

Watch more from Morningstar:

Why Bond Funds Benefit from Active Management

These Top Tech Stocks Can Stand Up to AI Risks

2 Cautionary Tales from Private Equity and Private Credit Markets

Follow Morningstar on social:

Subscribe to Morningstar Magazine to read independent investment research for free.

Instagram https://www.instagram.com/morningstarinc/?hl=en

LinkedIn https://www.linkedin.com/company/morningstar/posts/?feedView=all

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Why Bond Funds Benefit from Active Management

podcast@morningstar.com (Morningstar) — Fri, 27 Mar 2026 09:00:00 +0000

Active management can still win in the bond market. Opportunities abound for active managers to best their passive peers and benchmarks. And here’s why: they have access to tools, asset classes, and flexibility that their competition does not. Right now, the bond market is ripe for them to succeed. A deep dive in Morningstar Magazine’s first quarter 2026 issue makes the case why everyday investors should consider adding active bond funds to their portfolio. Eric Jacobson, senior principal of fixed-income strategies for Morningstar, and Maciej Kowara, principal of fixed income strategies for Morningstar, co-authored the article.

On this episode:

00:00:00 Welcome

00:01:33 Why Active Management Still Works in Bonds

00:02:25 Who Trades in the Bond Market

00:03:18 Finding Inefficiencies in Fixed Income

00:04:26 When Passive Bond Funds Can Hurt Investors

00:06:01 How to Spot a Good Active Bond Fund

00:08:10 What Gives Active Managers an Edge

Watch more from Morningstar:

These Top Tech Stocks Can Stand Up to AI Risks

2 Cautionary Tales from Private Equity and Private Credit Markets

Are You Ready for Tax Day? Here’s What You Need to Know Before You File

Follow Morningstar on social:

Moat Ratings Guidebook Amid AI Disruption

Instagram https://www.instagram.com/morningstarinc/?hl=en

LinkedIn https://www.linkedin.com/company/morningstar/posts/?feedView=all

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

These Top Tech Stocks Can Stand Up to AI Risks

podcast@morningstar.com (Morningstar) — Fri, 20 Mar 2026 09:00:00 +0000

The stock market has cooled on stocks caught up in the whirlwind of artificial intelligence. Fears over whether AI will disrupt a variety of sectors have triggered big sell-offs. Morningstar equity analysts have investigated 132 companies to determine whether that’s the case. They have concluded that AI is not a universal destroyer. The team thinks investors should sort through the wreckage and find newly cheap companies with enduring competitive advantages. Eric Compton, director of equity research for the technology sector at Morningstar, tells you where to look.

On this episode:

00:00:00 Welcome

00:01:28 What are Moats, and How Does Morningstar Use Them?

00:04:11 In-Depth Analyst Review of 132 Companies

00:06:27 Why Cybersecurity Holds Up

00:10:02 Why Design Software Looks Resilient

00:13:10 How Financial Data Benefits From AI

00:15:32 Finding Opportunity After AI Selloffs

Watch more from Morningstar:

2 Cautionary Tales from Private Equity and Private Credit Markets

Are You Ready for Tax Day? Here’s What You Need to Know Before You File

Avoid This IRA Distribution Error to Protect Your Retirement Cash

Follow Morningstar on social:

Lessons From a Private Markets Bust: Why This ETF’s Investors Missed Out on SpaceX Gains

Instagram https://www.instagram.com/morningstarinc/?hl=en

LinkedIn https://www.linkedin.com/company/morningstar/posts/?feedView=all

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

2 Cautionary Tales from Private Equity and Private Credit Markets

podcast@morningstar.com (Morningstar) — Fri, 13 Mar 2026 09:00:00 +0000

Two high-profile cases in the public-private markets are testing boundaries and investors. ERShares Private-Public Crossover ETF’s stake in illiquid holdings, including SpaceX, has apparently run afoul SEC rules. Meanwhile, a high-flying alternative assets manager has changed the rules for returning investors’ cash from one of its funds. And Blue Owl Capital is now facing backlash.

Subscribe to the Public Meets Private newsletter.

On this episode:

00:00:00 Welcome

00:01:24 How XOVR ETF Differs From Typical ETFs

00:02:11 XOVR ETF Performance Versus Broader Stock Market

00:02:48 Why XOVR’s SpaceX Stake Swung Sharply

00:09:56 Blue Owl Capital’s Origins and Current Problems

00:13:25 Who Invests in Blue Owl’s Direct Lending Funds

00:18:09 Investor Lessons From Blue Owl’s Redemption Halt

Watch more from Morningstar:

Are You Ready for Tax Day? Here’s What You Need to Know Before You File

Avoid This IRA Distribution Error to Protect Your Retirement Cash

Elevate Your 60/40 Portfolio With These Simple Tweaks

Follow Morningstar on social:

Morningstar’s Tax-Planning and IRA Resources for 2026

Instagram https://www.instagram.com/morningstarinc/?hl=en

LinkedIn https://www.linkedin.com/company/morningstar/posts/?feedView=all

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Are You Ready for Tax Day? Here’s What You Need to Know Before You File

podcast@morningstar.com (Morningstar) — Fri, 6 Mar 2026 10:00:00 +0000

Tax day is quickly approaching, and it’s time to get organized. New tax rules might make it worth your while to itemize rather than take the standard deduction this year. And don’t just file away your 1099 forms—they can offer valuable insight into your portfolio’s tax efficiency. Christine Benz, Morningstar’s director of personal finance and retirement planning, discusses what you need to consider before, and after, you file.

On this episode:

00:00:00 Welcome

00:01:15 The "Procrastination Penalty" of Last-Minute IRA and HSA Contributions

00:02:35 How to Decide Whether to Itemize or Claim the Standard Deduction

00:04:18 Tips for Itemizing

00:05:37 Other Deductions You May Qualify For

00:07:45 Insights from Your 1099 Forms: Dividends

00:10:40 Insights from Your 1099 Forms: Capital Gains

00:09:39 Insights from Your 1099 Forms: Tax-Exempt Interest

00:12:35 How to Avoid Overpaying Your Taxes

Watch more from Morningstar:

Avoid This IRA Distribution Error to Protect Your Retirement Cash

Elevate Your 60/40 Portfolio With These Simple Tweaks

Why REIT ETFs Still Work as Real Estate Slumps

Follow Morningstar on social:

Elevate Your 60/40 Portfolio With These Simple Tweaks

Instagram https://www.instagram.com/morningstarinc/?hl=en

LinkedIn https://www.linkedin.com/company/morningstar/posts/?feedView=all

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Avoid This IRA Distribution Error to Protect Your Retirement Cash

podcast@morningstar.com (Morningstar) — Fri, 27 Feb 2026 10:00:00 +0000

A distribution from your traditional IRA could cost you if you’re not aware of your responsibilities. Many investors are saving up for their retirement in workplace accounts like 401(k)s. Those administrators handle tasks that IRA custodians don’t. And it’s up to you to take charge and keep track of your hard-earned money, so you’re not taxed twice. Denise Appleby is known as “The IRA Whisperer.” The Morningstar contributor has written about how to protect your IRA from costly mistakes.

Don’t Pay Taxes Twice: Here’s How to Save Thousands on IRA Distributions https://www.morningstar.com/personal-finance/dont-pay-taxes-twice-heres-how-save-thousands-ira-distributions

On this episode:

00:00:00 Welcome

00:01:28 What is a Traditional IRA and How It’s Funded

00:02:29 How IRA Withdrawals Are Taxed When Accounts Hold Taxable and Tax-Free Dollars

00:05:36 What IRA Custodians Don’t Track and Why Investors Should

00:09:05 What to Check on Form 1099‑R and Why Form 8606 Matters

00:12:02 How to Fix IRA Mistakes

00:13:44 What Records to Keep Track of to Avoid Double Taxation

Watch more from Morningstar:

Why REIT ETFs Still Work as Real Estate Slumps

How to Make the Most of Your IRA in 2026

Follow Morningstar on social:

How a Total Portfolio Approach Can Improve the 60/40 Portfolio

Instagram https://www.instagram.com/morningstarinc/?hl=en

LinkedIn https://www.linkedin.com/company/morningstar/posts/?feedView=all

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Elevate Your 60/40 Portfolio With These Simple Tweaks

podcast@morningstar.com (Morningstar) — Fri, 20 Feb 2026 10:00:00 +0000

The 60/40 portfolio has proven it’s here to stay, but it can benefit from a refresh like other classics. The total portfolio approach refines the 60/40. It takes a closer look at the components of the plain-vanilla portfolio and considers how risky they are. The goal is to help investors stay disciplined as market conditions change for the better or worse. Jason Kephart has written about the total portfolio approach. He’s a senior principal of multi-asset manager research for Morningstar.

Morningstar’s Tax-Planning and IRA Resources for 2026

On this episode:

00:00:00 Welcome

00:01:20 Total Portfolio Approach vs 60/40 Portfolio

00:01:52 How Growth and Stability Work

00:03:30 Why High-Yield Bonds Wouldn’t Go into Stability

00:04:30 Stocks That Might Be Better Suited for Stability than Growth

00:06:52 Challenges of the Total Portfolio Approach

00:08:49 How Investors Can Use This Strategy

Watch more from Morningstar:

Why REIT ETFs Still Work as Real Estate Slumps

How to Make the Most of Your IRA in 2026

3 Winners and 3 Losers from Emerging-Market Funds’ Big Rally

Follow Morningstar on social:

How to Make the Most of Your IRA in 2026

Instagram https://www.instagram.com/morningstarinc/?hl=en

LinkedIn https://www.linkedin.com/company/morningstar/posts/?feedView=all

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Why REIT ETFs Still Work as Real Estate Slumps

podcast@morningstar.com (Morningstar) — Fri, 13 Feb 2026 10:00:00 +0000

The struggle of brick-and-mortar real estate has extended into investment portfolios. Elevated inflation and high interest rates have weighed on the real estate sector over the past few years. Real estate investment trusts or REIT ETFs have not been spared. Yet these exchange-traded funds are popular among income investors. They generate cash and can help diversify a portfolio. So, where do they fit in yours? And which REIT ETFs do Morningstar analysts consider top picks? Dan Sotiroff is the associate director of US Passive Strategies for Morningstar. Dan is also the editor of Morningstar’s ETFInvestor newsletter.

Subscribe to Morningstar’s ETFInvestor newsletter. https://newsletters.morningstar.com/

On this episode:

00:00:00 Welcome

00:01:26 Basics of REIT ETFs

00:04:34 Active vs. Passive REIT ETFs

00:06:03 REIT ETFs’ Performance vs US Stock Market

00:09:20 Cutting the Tax Bill on REIT ETF income

00:10:06 Top REIT ETFs From Vanguard & Schwab

00:13:48 Key Takeaways for Income Investors

Watch more from Morningstar:

3 Winners and 3 Losers from Emerging-Market Funds’ Big Rally

How New Retirees Can Spend More Without Risking Their Savings

Follow Morningstar on social:

How to Get the Most Out of Your IRA Contributions

Instagram https://www.instagram.com/morningstarinc/?hl=en

LinkedIn https://www.linkedin.com/company/morningstar/posts/?feedView=all

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

How to Make the Most of Your IRA in 2026

podcast@morningstar.com (Morningstar) — Fri, 6 Feb 2026 10:00:00 +0000

Thanks to its tax benefits, your IRA can be a powerful tool to optimize your portfolio. Investment firms often see a big influx of new contributions into individual retirement accounts in the early part of each year as investors rush to meet the April 15 deadline. If you’re one of the many investors adding new funds to your IRA, Morningstar’s director of personal finance and retirement planning Christine Benz has some ideas on how to make the most of those contributions and improve your portfolio in the process.

On this episode:

00:00:00 Welcome

00:01:16 2026 IRA Contribution Limits

00:01:45 How to Decide Between a Traditional and Roth IRA

00:03:52 Stock Investing Mistakes to Avoid With Your IRA

00:05:20 How to Invest Your IRA When You're Early in Your Career

00:08:13 How to Assess Your IRA in the Middle of Your Earning Years

00:10:23 The Advantages of Non-US Stocks and How to Diversify Your IRA

00:14:30 How to Derisk Your Portfolio as You Approach Retirement

00:16:47 Rebalancing Your IRA Without Tax Consequences

00:17:48 Is it ever too late to Contribute to Your IRA?

Watch more from Morningstar:

3 Winners and 3 Losers from Emerging-Market Funds’ Big Rally

How New Retirees Can Spend More Without Risking Their Savings

Beyond AI: Are Quantum Stocks the Next Big Thing in Tech Investing?

Follow Morningstar on social:

How New Retirees Can Spend More Without Risking Their Savings

Instagram https://www.instagram.com/morningstarinc/?hl=en

LinkedIn https://www.linkedin.com/company/morningstar/posts/?feedView=all

Editor's note: An earlier version of this episode published with the wrong episode name and description. Both have been updated.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

3 Winners and 3 Losers from Emerging-Market Funds’ Big Rally

podcast@morningstar.com (Morningstar) — Fri, 30 Jan 2026 10:00:00 +0000

merging-market funds will have a tough act to follow in 2026. The category racked up big gains last year following small returns for years. And a mix of factors like trade tensions prompted many investors to shift their dollars outside the US. Should you add emerging-market funds to your portfolio? And which ones were winners or losers? Morningstar’s senior principal of ratings Russ Kinnel dug into the data. The editor of the FundInvestor newsletter is here to tell you want he found.

Subscribe to Morningstar’s FundInvestor newsletter.

On this episode:

00:00:00 Welcome

00:01:20 Why Emerging‑Market Funds Surged After Years of Sluggish Returns

00:02:29 Market Shifts of Leadership in Asia

00:03:36 2025’s Winning Emerging-Market Funds

00:05:08 2025’s Losing Emerging-Market Funds

00:09:34 What’s Next for Emerging‑Market Funds in 2026?

00:10:21 How Fidelity Contrafund’s Will Danoff Built a Successful Stock-Picking Record

00:13:38 What Everyday Investors Can Learn from Danoff

Watch more from Morningstar:

Beyond AI: Are Quantum Stocks the Next Big Thing in Tech Investing?

How to Generate Steady Income in 2026

Follow Morningstar on social:

Beyond AI: Are Quantum Stocks the Next Big Thing in Tech Investing?

Instagram https://www.instagram.com/morningstarinc/?hl=en

LinkedIn https://www.linkedin.com/company/morningstar/posts/?feedView=all

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

How New Retirees Can Spend More Without Risking Their Savings

podcast@morningstar.com (Morningstar) — Fri, 23 Jan 2026 10:00:00 +0000

If you’re newly retired or will join the ranks soon, it’s time to think about how you plan to spend your nest egg. Morningstar researchers are helping new retirees figure out where to begin. The recently published State of Retirement Income report concluded that the starting safe withdrawal rate for people beginning their retirement in 2026 is 3.9%. That number might appear low. However, the team has analyzed several strategies to lift it to almost 6%. Morningstar portfolio strategist Amy Arnott has investigated the data and joined the podcast to explain flexible withdrawal strategies.

How Much Can You Spend in Retirement? Here’s Your Starting Safe Withdrawal Rate for 2026 https://apple.news/ALEEtAf1FTAm7WUFGvYvXVQ

On this episode:

00:00:00 Welcome

00:01:26 Understanding the 3.9% Safe Withdrawal Rate

00:02:33 How Flexible Strategies Lift Withdrawal Rates Up to 5.7%

00:03:48 Flexible Approaches for Retirees Seeking Predictable Paycheck-like Income

00:05:40 Inside the Vanguard Dynamic Spending Method

00:07:15 Highest Lifetime Spending & Highest Starting Safe Withdrawal Rate

00:09:20 Leaving a Legacy and Strengthening Your Portfolio

00:14:30 4 Financial To-Dos to Kick Off the New Year

Watch more from Morningstar:

How to Generate Steady Income in 2026

All in on Magnificent 7? Where You Should Invest Next

Follow Morningstar on social:

Quantum Computing Market Insights

Instagram https://www.instagram.com/morningstarinc/?hl=en

LinkedIn https://www.linkedin.com/company/morningstar/posts/?feedView=all

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Beyond AI: Are Quantum Stocks the Next Big Thing in Tech Investing?

podcast@morningstar.com (Morningstar) — Fri, 16 Jan 2026 10:00:00 +0000

Quantum computing stocks have surged in popularity over the past year, capturing investors’ enthusiasm on the coattails of the artificial intelligence boom. These buzzy names took off last summer after a slew of announcements and research breakthroughs from the biggest players in the tech industry like Alphabet GOOGL/GOOG, Amazon AMZN and Microsoft MSFT. Quantum computing promises to be one of the most transformative technological developments of the next few decades, but Morningstar’s analysts caution that mainstream market adoption could be a long away. Dan Romanoff, a senior equity research analyst on the technology team at Morningstar, discusses new developments in the quantum computing landscape and the best way for investors to get exposure in their portfolios now.

On this episode:

00:00:00 Welcome

00:01:28 What Is Quantum Computing?

00:04:37 Why Are Computing Stocks Attracting Investors?

00:12:45 Quantum Technology Isn’t Yet Ready for the Mainstream

00:18:19Quantum Could Represent a $200 Billion Market

00:22:48Winners and Losers in Quantum Computing Stocks

00:25:28How To Invest in Quantum Computing Now

Watch more from Morningstar:

How to Generate Steady Income in 2026

All in on Magnificent 7? Where You Should Invest Next

9 Top ETFs for Income Investors That Stood Out in 2025

Follow Morningstar on social:

Income Investing Strategies for 2026: Maximizing Yield in an Uncertain Market

Instagram https://www.instagram.com/morningstarinc/?hl=en

LinkedIn https://www.linkedin.com/company/morningstar/posts/?feedView=all

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

How to Generate Steady Income in 2026

podcast@morningstar.com (Morningstar) — Fri, 9 Jan 2026 10:00:00 +0000

Higher interest rates have ushered in an era where income opportunities abound. That’s following years of parched cash flow streams and low rates, especially in fixed income. However, risks like stubborn inflation and elevated stock valuations exist. Morningstar researchers believe it’s important to identify income opportunities that could be resilient in today’s market. Dominic Pappalardo, chief multi-asset strategist for Morningstar Wealth, joined Investing Insights to discuss where to look.

Editor's note: The host misspoke when referring to Morningstar Holland’s chief European market strategist. His name is Michael Field.

On this episode:

00:00:00 Welcome

00:01:33 Income investing in 2026

00:04:02 Bond market breakdown: short, intermediate, or long term?

00:07:39 Global bonds and hedging strategies

00:13:27 Equity Opportunities Beyond the US

00:15:31 REITs vs Utilities

00:17:14 Building Resilient Income Streams

Watch more from Morningstar:

All in on Magnificent 7? Where You Should Invest Next

9 Top ETFs for Income Investors That Stood Out in 2025

Where to Invest in 2026 After This Year’s Market Volatility

Follow Morningstar on social:

Beyond the Magnificent Seven: Unlocking Value in a Concentrated Stock Market

Instagram https://www.instagram.com/morningstarinc/?hl=en

LinkedIn https://www.linkedin.com/company/morningstar/posts/?feedView=all

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Market Is All in on the Magnificent Seven. Where Should Investors Look Next?

podcast@morningstar.com (Morningstar) — Fri, 2 Jan 2026 10:00:00 +0000

Is your portfolio making a big bet on the Magnificent Seven? Mega-cap names like Nvidia, Alphabet, and Apple belong to the exclusive club that has largely driven US returns higher in recent years. Their success has led to market concentration. Portfolios tracking broad benchmarks have seen their diversification decrease and risk increase. How can you prepare your portfolio to absorb potential shocks? And where are the opportunities beyond the Mag Seven? Morningstar Holland’s Chief European Market Strategist Michael Field is one of the researchers who investigated this.

On this episode:

00:00:00 Welcome

00:01:49 The Magnificent Seven’s strong returns have benefited many investors. Why is their dominance a risk?

00:02:07 Your team highlighted a noteworthy stat in the report. The top 10 US stocks make up about 35% of the overall market. That’s almost double from a decade ago. What does that signal to you?

00:02:39 Can you explain what the hidden cost of market concentration is?

00:03:07 If the top stocks hold so much of the gains, where does that leave the rest of the market?

00:03:41 Let’s focus on key periods of market concentration. How does the current environment compare to the dot-com bubble?

00:04:11 And what about now versus the global financial crisis?

00:04:40 What if investors pulled back due to market concentration concerns in the last decade? Why would that have backfired?

00:05:51 How can investors manage the risk of market concentration in their portfolios?

00:05:50 Morningstar has identified investment opportunities for 2026. Why does the team favor US small caps over US large caps?

00:06:59 Another opportunity is the healthcare sector. What companies do Morningstar analysts think could fend off the competition for 10 years or more?

00:07:35 Morningstar encourages international diversification. Can you talk about the regions outside the US that look attractive for stock investors?

00:08:03 What’s the takeaway for diversifying beyond the Magnificent Seven in 2026?

Watch more from Morningstar:
9 Top ETFs for Income Investors That Stood Out in 2025

Where to Invest in 2026 After This Year’s Market Volatility

Why Betting Against Nvidia in the AI Arms Race Could Be a Mistake

Follow Morningstar on social:

Why Betting Against Nvidia in the AI Arms Race Could Be a Mistake

Instagram https://www.instagram.com/morningstarinc/?hl=en

LinkedIn https://www.linkedin.com/company/morningstar/posts/?feedView=all

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

9 Top ETFs for Income Investors That Stood Out in 2025

podcast@morningstar.com (Morningstar) — Fri, 26 Dec 2025 10:00:00 +0000

This week, we’re looking back at three discussions we held earlier this year on Investing Insights about exchange-traded funds that income investors might find attractive. Morningstar ETF specialists, Bryan Armour and Dan Sotiroff, talked about dividend, bond, and covered-call ETFs in 2025.

Subscribe to Morningstar’s ETFInvestor Newsletter.

On this episode:

00:00:00 Welcome

00:01:33 Dividend investing can result in exposure to factors like value, quality, and low volatility. Can you briefly explain one, what is factor investing, and then where do dividend ETFs typically land?

00:03:21 How do you find a dividend ETF that provides the optimal, or just rightamount, of factor exposure? And what should appear on our checklist?

00:04:40 Four dividend ETFs hold Morningstar’s Medalist Rating of Gold. Let’s start with the two dividend growth ETFs from Vanguard that hold these marks.

00:05:17 Explain why Vanguard’s top dividend income strategy also impressed Morningstar analysts.

00:06:07 The final and fourth Gold-rated dividend ETF mixes both income and growth strategies. Talk about the one from Schwab.Bond ETFs are having a banner year. Why are investors turning to these investments?

00:09:01 What makes a core bond ETF a solid portfolio building block?

00:10:02What’s the top idea that’s received high marks from Morningstar?

00:11:39We’re shifting from the least risky to the next level up, core-plus. What do these bond ETFs typically offer that an index-tracking ETF does not?

00:11:21 Can you tell us one intermediate core-plus bond ETF that’s earned a Gold rating from Morningstar?

00:11:56 Multisector bond ETFs take on a bit more risk than the previous two categories, and that comes with an expectation of more income. Should income investors skip the others and start here?

00:13:11It’stime for the third top idea. What multisector bond ETF should folks consider?

00:13:36 High-yield bond ETFs are the riskiest among the categories we’re discussing today. What additional risks are investors taking on for the juicy yields?

00:14:42 Morningstar does not currently rate any actively managed high-yield bond ETFs. Is there one that income investors should watch?

00:16:41What’s making covered-call ETFs so popular in 2025?

00:17:09 Their yields lookvery high. What is driving them?

00:18:31 What types of trade-offs are investors making?

00:19:51 Which covered-call ETFs do Morningstar analysts consider a solid choice for investors, and why?

Watch more from Morningstar:
Where to Invest in 2026 After This Year’s Market Volatility

Here’s What Your Retirement Spending Rate Should Be in 2026

Follow Morningstar on social:

5 Investing Surprises From 2025

Instagram https://www.instagram.com/morningstarinc/?hl=en

LinkedIn https://www.linkedin.com/company/morningstar/posts/?feedView=all

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Where to Invest in 2026 After This Year’s Market Volatility

podcast@morningstar.com (Morningstar) — Fri, 19 Dec 2025 10:00:00 +0000

Market volatility has left its imprint in 2025. Turbulence from tariffs, tech, and more have shaken investors’ confidence at times. Many folks looked for safety during those down periods. Yet, the US stock market overall has delivered a strong performance. So, who are the leaders and laggards as this year comes closer to wrapping up? And what should you watch with 2026 fast-approaching? Morningstar Indexes strategist and columnist Dan Lefkovitz has examined this year’s investment performance.

On this episode:

00:00:00 Welcome

00:02:45 Market volatility ebbed and flowed in 2025. How volatile was the US stock market this year compared to recent years?

00:03:51 What has driven the volatility this year?

00:05:16 During these down periods, where did investors hide or seek safety?

00:06:04 Let’s zoom in on the investment leaders and laggards this year. What areas are outperforming, and which ones are underperforming?

00:06:43 You research the performance of investment factors which can drive risk and return. What has been the leading factor this year, and why?

00:08:32 Leadership changed throughout the year. What caused those changes?

00:09:33 Q4 will end in a few weeks. What areas should investors watch as we head into 2026?

00:11:22 We’ve discussed market volatility in 2025. What takeaways can we bring with us into the new year?

Watch more from Morningstar:
Why Betting Against Nvidia in the AI Arms Race Could Be a Mistake

Here’s What Your Retirement Spending Rate Should Be in 2026

How ETFs Help You Cut Your Tax Bill

Follow Morningstar on social:

AI Arms Race: How Tech’s Capital Surge Will Reshape the Investment Landscape in 2026

Instagram https://www.instagram.com/morningstarinc/?hl=en

LinkedIn https://www.linkedin.com/company/morningstar/posts/?feedView=all

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Why Betting Against Nvidia in the AI Arms Race Could Be a Mistake

podcast@morningstar.com (Morningstar) — Fri, 12 Dec 2025 10:00:00 +0000

A shift in mindset can help investors cope with market uncertainty.

2025 was a case study in the futility of trying to predict the market. Wall Street had lofty expectations for stocks entering the year. Then the tariff shock in April rattled the markets and many firms lowered their annual stock forecasts in response. They later raised them—after stock prices rebounded. With the new year on the horizon, Morningstar’s 2026 Global Outlook report is offering investors tactics to weather whatever the future may hold.

Morningstar strategists and an analyst will discuss key challenges facing investors in 2026 in our series. Dan Kemp, the chief research and investment officer with Morningstar Investment Management Europe, is one of the major driving forces behind the report.

We’re going to dig into research analyzing the AI arms race and its worldwide buildout. A team of Morningstar researchers have investigated the spending and the risks. Morningstar Research Services’ senior equity analyst Brian Colello was part of the effort. Brian also covers Nvidia. He discusses the AI king’s outlook, competition, and stock.

On this episode:

00:00:00 Welcome

00:01:48 We typically talk about your Markets Brief column, but today we’re focusing on “Morningstar’s 2026 Global Investment Outlook.” The theme is “preparing for what comes next.” What will investors looking for ways to cope with uncertainty find in this in-depth report?

00:02:35 What makes Morningstar’s outlook different from other companies?

00:03:21You’ve written about how a few ideas from the global investment report resonated with you. What are they, and why?

00:05:01 As we wrap up our conversation, what’s a lesson from 2025 that you want investors to take into 2026?

00:07:13 Big Tech companies are spending hundreds of billions of dollars on the global construction boom. Where’sthe money going, and how does this spending compare to other sectors like energy?

00:08:20 This massive buildout comes with execution and cost risks. What’s at stake if hyperscalers underestimate these challenges?

00:09:54 How is AI affecting sector valuations? How does it compare to the tech bubble in the late 1990s?

00:12:18 Morningstar believes many investors are already heavily exposed to AI due to Big Tech’s size in broad stock indexes. How can folks counteract that?

00:14:31Let’s pivot to the AI industry leader, Nvidia. The chipmaker’s stock took a big hit when DeepSeek arrived in January. Nvidia became the world’s first $5 trillion company in October. What are your thoughts about the year Nvidia is having?

00:17:20 Rival chipmaker Moore Threads recently made its market debut in China. What would it mean for Nvidia if China comes out with more advanced chips?

00:20:12 Interest is growing in Alphabet’s AI chips. Can Nvidia fend off competition from one of its customers?

00:23:30 What is your outlook for Nvidia and other chipmaker stocks? And which do you think is undervalued?

00:26:18What’s the takeaway for investors regarding Nvidia and the AI arms race?

Watch more from Morningstar:
Here’s What Your Retirement Spending Rate Should Be in 2026

How ETFs Help You Cut Your Tax Bill

Tax-Loss Harvesting Isn’t Just for Downturns. Here’s Why

Follow Morningstar on social:

What’s a Safe Retirement Withdrawal Rate for 2026?

Instagram https://www.instagram.com/morningstarinc/?hl=en

LinkedIn https://www.linkedin.com/company/morningstar/posts/?feedView=all

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Here’s What Your Retirement Spending Rate Should Be in 2026

podcast@morningstar.com (Morningstar) — Fri, 5 Dec 2025 10:00:00 +0000

Most retirees want to spend as much as they can without having to worry about running out of money. Morningstar’s State of Retirement Income research analyzes retirement spending strategies to determine the highest safe starting withdrawal rate for new retirees in 2026. Christine Benz, Morningstar’s director of personal finance and retirement planning and co-host of The Long View podcast, breaks down the research and shares some ideas about how you can boost your retirement spending.

On this episode:

00:00:00 Welcome

00:00:46 Each year, you and your colleagues producethis really comprehensive research about retirement income. And as part of that research, you try toidentify what a safe withdrawal rate will be for the year ahead.

00:01:59 What is that safe withdrawal percentage, and how did you arrive at that conclusion?

00:02:41 The 4% rule often comes up in the conversation around retirement spending. How does that compare to your base case?

00:03:30 I know there are some misperceptions about your retirement income research and what that safe withdrawal percentage means. What are they?

00:03:28 So, how should retirees use this research?

00:04:51 The safe starting withdrawal rate that you found in your base case might feel a little low for some retirees. Are there other strategies that retirees can use to boost their spending?

00:07:02 So, flexible strategies are best suited for retirees that are focused on maximizing their spending.

00:08:52 What kind of retiree would benefit from a more rigid strategy, like the fixed inflation-adjusted spending approach that you use in your base case?

00:09:26 How does asset allocation come into play? Would a stock-heavy portfolio support a higher withdrawal rate in retirement?

00:10:36 So far, we’ve focused on portfolio income strategies, but you also looked at nonportfolio income sources like annuities and Social Security. What did you find?

00:13:34 It seems like there’s some more nuance to the suggestion of delaying Social Security. Can you talk about that?

00:14:50 How about annuities? Can you discuss some of the key considerations that income-centric retirees should bear in mind?

00:16:07 Studies have found that retirees don’t actually spend the same amount over the course of their retirement. What does actual retirement spending tend to look like, and how might that affect a retiree’s plans?

00:17:59Let’s talk about some scenarios that can throw off a retiree’s plan. One might be a market downturn early in retirement. What kind of impact could that have on spending?

00:18:56 Another scenario might be retiring earlier than expected. What kind of implications would that have for safe withdrawals?

00:20:26 What is one final takeaway from the research that you want retirees to come away with?

Watch more from Morningstar:
How ETFs Help You Cut Your Tax Bill

Tax-Loss Harvesting Isn’t Just for Downturns. Here’s Why

Bond ETFs Are Surging in Popularity in 2025. Here Are 5 of the Best

Follow Morningstar on social:

ETFs vs. Mutual Funds: The Benefits That Really Matter

Instagram https://www.instagram.com/morningstarinc/?hl=en

LinkedIn https://www.linkedin.com/company/morningstar/posts/?feedView=all

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

How ETFs Help You Cut Your Tax Bill

podcast@morningstar.com (Morningstar) — Fri, 28 Nov 2025 10:00:00 +0000

Exchange-traded funds can help you cut your tax bill. All funds must distribute capital gains from the stocks and bonds that they sell throughout the year. The gains can leave you stuck with unwanted taxes. ETFs and mutual funds differ when it comes to tax efficiency. It starts with how the investments are traded and how the transactions are treated. The differences can result in ETF investors owing less than mutual fund investors or nothing at all because ETFs can minimize their capital gain distributions. Bryan Armour, Morningstar’s director of ETF and passive strategies research for North America, explains how ETFs beat mutual funds at the tax game.

On this episode:

00:00:00 Welcome

00:01:01 ETFs are more tax-friendly than their mutual fund rivals. Why is that?

00:02:17 How does the way ETFs are traded limit the tax drag that affects mutual funds?

00:03:23 ETF investors will eventually pay a tax bill. Why is it important to control when that happens?

00:04:04We talked about tax drag. What about cash drag? How are ETFs winning here?

00:04:51An ETF’s underlying strategy can sharpen or dull the edge it has over a mutual fund when it comes to capital gains. Which ETF strategies have held the biggest advantage over the past few years?

00:05:40Can you talk about the tax issues involving international stocks when managing gains in an ETF?

00:06:55And what about taxable-bond ETFs versus mutual funds?

00:07:37 Some ETFs do not benefit from tax efficiency. Which investments are those, and why don’t they?

00:08:24High-turnover strategies, where there’s a lot of buying and selling, can result in a big tax bill for investors. What have you found when you compared two momentum strategies?

00:08:58How can outflows leave loyal investors with a big tax bill?

00:09:49Active ETFs’ popularity is soaring. How tax-friendly are these investments versus their passive peers and mutual funds?

00:10:52 Which ETFs belong in taxable accounts and tax-advantaged accounts like an IRA or 401(k) to maximize tax efficiency?

00:11:55What if someone listening or watching just realized they should work on their asset location? What should they do?

00:12:54What’s the takeaway for using ETFs to cut tax bills?

Watch more from Morningstar:
Tax-Loss Harvesting Isn’t Just for Downturns. Here’s Why

Bond ETFs Are Surging in Popularity in 2025. Here Are 5 of the Best

Investors Still Need to Mind the Gap in Their Funds’ Returns

Follow Morningstar on social:

Investors Still Need to Mind the Gap in Their Funds’ Returns

Instagram https://www.instagram.com/morningstarinc/?hl=en

LinkedIn https://www.linkedin.com/company/morningstar/posts/?feedView=all

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Tax-Loss Harvesting Isn’t Just for Downturns. Here’s Why

podcast@morningstar.com (Morningstar) — Fri, 21 Nov 2025 10:00:00 +0000

Your portfolio might be due for an end-of-the-year cleanup. The Morningstar US Market Index is up about 15% through mid-November 2025, and overall performance has been strong for years (even after 2022’s down market). That said, some stock sectors have performed significantly better than others, and performance can vary widely even within a sector. That could mean you’relikely holding some winners and some losers. Tax-loss harvesting could help trim your tax bill to save some money. While you’re tuning up your portfolio, it could also be a good opportunity to bring your asset allocation back into balance. Morningstar portfolio strategist Amy Arnott is here to explain how to pull off both strategies.

How to Rebalance Your Portfolio in a Lofty Market https://www.morningstar.com/portfolios/how-rebalance-your-portfolio-lofty-market

On this episode:

00:11 Welcome

01:03 What is tax-loss harvesting, and how does it work?

01:41 Is a brokerage or retirement account better suited for tax-loss selling? Why?

02:12 The US stock market has experienced solid growth so far in 2025. Do up markets make it harder to spot losses?

02:52 Why is tax-loss harvesting still a good strategy even when times are good?

03:32 Where can investors find losses to offset gains in their portfolio this year? Let’s start with stocks.

04:33 And what about mutual funds and ETFs?

05:17 Can you explain what wash-sale rules are, and how to play by the IRS’ rules?

06:39 What are some other strategic ways to take advantage of the losses?

07:55 In the spirit of tuning up our portfolio, this might be a good time to rebalance. How does that work, and why can it be an emotional challenge sometimes?

09:14 The 60/40 portfolio might need rebalancing. What’s happened over the past decade?

09:43 And what about growth versus value and US versus international stocks?

10:44 What are a few tips on how to restore balance to a portfolio?

12: 48 What is the takeaway for taking this time of year to do tax-loss harvesting and rebalancing?

Watch more from Morningstar:
Bond ETFs Are Surging in Popularity in 2025. Here Are 5 of the Best

The US Dollar Is Weak. Is Your Portfolio at Risk?

Follow Morningstar on social:

The US Dollar Is Weak. Is Your Portfolio at Risk?

Instagram https://www.instagram.com/morningstarinc/?hl=en

LinkedIn https://www.linkedin.com/company/morningstar/posts/?feedView=all

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Bond ETFs Are Surging in Popularity in 2025. Here Are 5 of the Best

podcast@morningstar.com (Morningstar) — Fri, 14 Nov 2025 10:00:00 +0000

Investors are betting big on bond exchange-traded funds. Hundreds of billions of dollars have poured into bond ETFs in the first nine months of 2025. And more of these strategies have hit the market over the past several years. It’s important to remember that some bond ETFs are riskier than others. What should investors consider before tweaking their portfolio? Dan Sotiroff, a senior manager research analyst at Morningstar Research Services and the editor of the Morningstar ETFInvestor newsletter, discusses that and shares five top ideas for income investors.

Subscribe to Morningstar ETFInvestor for the full list of highly-rated bond ETFs.

00:00:00 Introduction

00:00:54 Bond ETFs are having a banner year. Why are investors turning to these investments?

00:02:31 Which is getting the bigger slice: passively or actively managed bond ETFs?

00:03:15 What are the four major types of bond ETFs, and how do they differ?

00:04:35 This month’s edition of Morningstar ETFInvestor analyzed more than a dozen bond ETFs. What makes a core bond ETF a solid portfolio building block?

00:05:47 What’s the top idea that’s received high marks from Morningstar?

00:06:27 We’re shifting from the least risky to the next level up, core-plus. What do these bond ETFs typically offer that an index-tracking ETF does not?

00:07:11 Can you tell us one intermediate core-plus bond ETF that’s earned a Gold rating from Morningstar?

00:07:44 Multisector bond ETFs take on a bit more risk than the previous two categories, and that comes with an expectation of more income. Should income investors skip the others and start here?

00:08:59 It’s time for the third top idea. What multisector bond ETF should folks consider?

00:09:25 High-yield bond ETFs are the riskiest among the categories we’re discussing today. What additional risks are investors taking on for the juicy yields?

00:10:30 Morningstar does not currently rate any actively managed high-yield bond ETFs. Is there one that income investors should watch?

00:11:28 What’s the takeaway for folks figuring out if these types of bond ETFs fit in their portfolios?

Watch more from Morningstar:
Investors Still Need to Mind the Gap in Their Funds’ Returns

2025’s Winners and Losers, from Gold to Small Cap Stocks to the 60/40 Portfolio

Follow Morningstar on social:

2025’s Winners and Losers, from Gold to Small Cap Stocks to the 60/40 Portfolio

Instagram https://www.instagram.com/morningstarinc/?hl=en

LinkedIn https://www.linkedin.com/company/morningstar/posts/?feedView=all

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Investors Still Need to Mind the Gap in Their Funds’ Returns

podcast@morningstar.com (Morningstar) — Fri, 7 Nov 2025 10:00:00 +0000

Are you getting the most out of your fund’s performance? Over the past 10 years, the average dollar invested in US mutual funds and exchange-traded funds earned 1.2% less per year than what those funds returned during the same period. That’s the top-line finding in this year’s Mind the Gap study, which aims to address the question of where investors succeeded in capturing most of their funds’ returns, and where they fell short. Jeff Ptak, a managing director for Morningstar Research Services, breaks down the takeaways from the report and what investors can do if they want to avoid leaving money on the table.

Mind the Gap US 2025

On this episode:

00:52 How does the report measure the difference between investor returns and total returns?

02:16 How does the latest research compare with previous years? Is the “gap” going away?

02:58 This difference in investor returns and total returns doesn’t just come from people failing to time the market. What else might cause the gap?

04:29 Where have investors been able to capture most of their funds’ total returns, and where have they fallen short? Are there certain categories that stand out?

06:18 Exchange-traded funds continue to gain popularity and market share. Did the investment type, mutual fund or ETF, make a difference in investor outcomes?

07:57 Morningstar research has found that active funds have largely struggled to beat their benchmarks, but certain categories are better suited for active management than others. Is there a difference in the investor return gap in active versus passive funds?

09:02 The study found that the more investors traded, the less they made. Why is that?

10:40 Morningstar has found that fees tend to be a predictor of performance. Does that finding hold when looking at investor returns?

12:12 The report also looked at the effects of return volatility. How did that translate to investor outcomes?

13:18 You’ve written that where a fund is utilized can be just as important as the type of fund and how it’s used. Can you explain that?

15:05 What is one takeaway from your research?

Watch more from Morningstar:
The US Dollar Is Weak. Is Your Portfolio at Risk?

The Stock Market Is Ultra-Concentrated. Here’s How to Manage the Risks.

Follow Morningstar on social:

The US Dollar’s Value Is Down—and These 3 Investments Are Way, Way Up

Instagram https://www.instagram.com/morningstarinc/?hl=en

LinkedIn https://www.linkedin.com/company/morningstar/posts/?feedView=all

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The US Dollar Is Weak. Is Your Portfolio at Risk?

podcast@morningstar.com (Morningstar) — Fri, 31 Oct 2025 09:00:00 +0000

How is the weakening dollar affecting your portfolio? The world’s reserve currency fell sharply in the first half of 2025, making it a bruising year. It has recovered some but still sits below where it started the year. Other currencies like the euro, Japanese yen, and Mexican peso look stronger against the greenback. Several factors could influence whether the dollar roars back or recedes. Why should the dollar’s performance matter for everyday investors like you? Morningstar Indexes strategist Dan Lefkovitz explains why and what you can do to protect your portfolio from currency fluctuations.

The bifurcation of the stock market is appearing to divide investors into two camps. There’s a lot of optimism baked into share prices of firms seen as leaders in artificial intelligence, according to Dan Kemp, chief research and investment officer at Morningstar Investment Management Europe. The Market Brief author points to Tesla TSLA as a great example, since investors are ascribing significant value to the company’s unproven, future products. Meanwhile, there’s a lot of pessimism in parts of the market that are not involved in AI. Kemp reminds investors to look for undervalued opportunities in the unloved areas of the market.

On this episode:

What has been going on with the dollar?

A lot of worried investors are likely asking the same question: How is the stock market going up in this macroeconomic environment?

And why are bonds doing well?

You have written about the implications for a declining dollar. The dollar and gold typically compete as safe haven assets. It looks like gold is winning this year. Why is that?

International stocks are outperforming US stocks this year. How does currency play into this?

Our colleague Morningstar Inc portfolio strategist Amy Arnott joined me on Investing Insights for the Oct. 24 episode. She said investors might be underweight in international stocks despite recent performance. What case would you make to convince folks to consider increasing their overseas exposure?

Emerging-markets debt is another asset class winning thanks in part to the dollar. Why does Morningstar find this fixed-income segment attractive?

What risks could threaten the dollar’s dominance in the future?

Why should everyday investors who are saving for retirement or other goals care about whether the dollar falls or rises? And how can they hedge their bets?

Earnings season is underway. You’ve written about how it can be tempting to tweak a portfolio when companies share their forecasts. What should investors keep in mind?

In this week’s Markets Brief, you wrote about how optimism about Tesla’s unproven future growth opportunities highlights what’s going on in the broader market? Can you explain?

What are you keeping an eye on for next week’s column?

The Stock Market Is Ultra-Concentrated. Here’s How to Manage the Risks.

New Crypto ETFs Are Coming. Here's How Investors Can Prepare

Follow Morningstar on social:

Can the Gold Rush Continue? Warning Signs for Investors

Instagram https://www.instagram.com/morningstarinc/?hl=en

LinkedIn https://www.linkedin.com/company/morningstar/posts/?feedView=all

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

2025’s Winners and Losers, from Gold to Small Cap Stocks to the 60/40 Portfolio

podcast@morningstar.com (Morningstar) — Fri, 24 Oct 2025 09:00:00 +0000

This year’s uncertainty is producing a somewhat surprising group of winning and losing asset classes. And there are still two months to go in 2025. Many investors are rerouting their investments into different asset classes because of geopolitical risks like the US trade war, elevated inflation, and high interest rates. A more recent development is the budget battle in Washington, D.C. While the macro environment is pressure-testing portfolios, it’s also serving as a reminder about the benefits of diversification. So, which asset classes are leading and lagging as 2025 prepares to wrap up? And how’s the classic 60/40 portfolio holding up? Morningstar portfolio strategist Amy Arnott has examined the data.

The hunt for cockroaches may produce opportunities for patient investors. JPMorgan Chase CEO Jamie Dimon reacted to First Brands’ and Tricolor’s bankruptcies saying, “When you see one cockroach there are probably more.” Dan Kemp, chief investment research officer at Morningstar Investment Management Europe, says people are looking for more cockroaches to emerge due to weak lending standards via private credit. Despite the bankruptcies primarily involving the US markets, European banks took the hit. Kemp says there are bargains and more could surface if there are additional bankruptcies.

On this episode:

Market volatility has recently increased. Can you talk about what’s fueling it?

We’re going to talk about asset classes that are winning and losing so far this year. Let’s start with the leaders. Gold hit record highs this year, but a sharp selloff this week has stopped the rally. Who’s been buying gold?

Cryptocurrencies have been on a tear despite a recent big selloff due to the US trade war. The volatile sector has rebounded. What’s driving its performance?

We’ve talked on the podcast in the spring about the outperformance of international stocks. Is the streak still going, and do overseas opportunities still exist?

We’re now focusing on the three losing asset classes. The real estate sector is having a tough year. Can you give us the details?

Why are US small-cap stocks and some bond segments lagging?

How is the government shutdown affecting the demand for US Treasuries? Could this affect their safe-haven status?

The US dollar isn’t having a great year either. Could the world’s reserve currency weaken even more?

How has the popular 60/40 portfolio—made up of 60% stocks and 40% bonds—performed?

What about other popular portfolios, such as the three-fund portfolio or the more diversified portfolio your team looked at in the Diversification Landscape?

What’s the takeaway for investors as they brace for more market volatility?

The stock market tumbled earlier this month, and cryptocurrencies like bitcoin and Ethereum fell with it. There’s the argument that crypto can serve as an effective diversifier for stocks. What’s your take, and what has filled the safe haven role this year?

In this week’s Markets Brief, you wrote about weaknesses in the financial services sector and a so-called cockroach hunt. Can you explain what’s going on, and how patient investors can find opportunities?

What do you plan to highlight in next week’s Markets Brief?

What to watch from Morningstar.
The Stock Market Is Ultra-Concentrated. Here’s How to Manage the Risks.

New Crypto ETFs Are Coming. Here's How Investors Can Prepare

How Inflation, AI, and Budget Battles Will Shape the Stock Market in Q4

Follow us on social media.

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

https://www.morningstar.com/markets/whatever-happened-broadening-stock-market-rally

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Stock Market Is Ultraconcentrated, and It Could Get Worse. Here’s How to Manage the Risks.

podcast@morningstar.com (Morningstar) — Fri, 17 Oct 2025 09:00:00 +0000

Over the past few years, just a few large-cap technology stocks have powered the stock market’s returns. That trend shows no signs of abating anytime soon, as demand for artificial intelligence continues to send the tech sector higher.

A highly concentrated market can—and has—turbocharged returns, but it also comes with downsides. As tech stocks soar, fund investors may find themselves with portfolios that are significantly less diverse than expected thanks to the outsize influence of a handful of firms like Nvidia NVDA and Microsoft MSFT. Dominic Pappalardo, chief multi-asset strategist for Morningstar Wealth, discusses how today’s narrow market compares with history and how investors can mitigate concentration risk in their portfolios. Morningstar Wealth is part of a registered investment advisor, Morningstar Investment Management.

On this episode:

What do strategists mean when they talk about concentration risk?

How did today’s narrow market develop? What forces and trends brought us here?

How unusual is today’s narrow stock market compared with history?

When the market has been concentrated in the past, what has caused that concentration to dissipate?

Are the risks associated with high concentration greater for passive index investors? Why?

Wall Street has been warning about concentration risk for the better part of two years. But stocks are still hitting record highs, and the weightiest stocks are still performing the best. Why do some strategists say they aren’t as concerned about concentration risk? Do investors really need to be worried?

What are some strategies investors can use to mitigate the risk of a highly concentrated market without leaving too much upside on the table?

What’s the most important thing investors should remember right now?

What to watch from Morningstar.
New Crypto ETFs Are Coming. Here's How Investors Can Prepare

How Inflation, AI, and Budget Battles Will Shape the Stock Market in Q4

Is Your Dividend Income at Risk? Here’s How to Spot Dividend Traps

Follow us on social media.

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

ETF Share Classes Are a Go for Dimensional: Here’s What Investors Need to Know

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

New Crypto ETFs Are Coming. Here's How Investors Can Prepare

podcast@morningstar.com (Morningstar) — Fri, 10 Oct 2025 09:00:00 +0000

On this episode:

What was your reaction to the SEC removing these regulatory hurdles?

Let’s first start with the rule change regarding crypto ETFs. Can you explain what new investment choices could be available, and what would they track?

How soon could firms release new crypto ETFs?

They’re already spot crypto ETFs trading. Could new competition push down fees overall?

How have crypto ETFs performed so far in 2025?

What crypto ETFs do Morningstar consider solid choices for investors?

Morningstar considers crypto a speculative or high-risk asset. Will you remind investors why that is?

Let’s switch to the SEC’s other recent rule change. It has approved Dimensional Fund Advisors to add an ETF share class to its mutual funds. Can you explain what an ETF share class is and provide a brief history lesson on it?

More than 70 asset managers have banded together to get permission to offer dual share class funds. How often does that happen, and why in this case?

What do individual investors stand to gain from new ETF share classes?

Let’s flip it. What could they lose?

What is the takeaway for investors as a new wave of crypto ETFs and ETF share classes arrive?

We talked on last week’s Investing Insights about how a US government shutdown would stop the release of economic data, like the monthly jobs report. How could a shortage of data affect the Federal Reserve and others who depend on this information?

Let’s discuss this week’s Markets Brief column. You wrote that the stock market could be on the verge of a so-called “melt up.” Can you explain what that is, and why cycles like this can be dangerous for investors?

What are you tracking for next week’s Markets Brief column?

What to watch from Morningstar.
How Inflation, AI, and Budget Battles Will Shape the Stock Market in Q4

Is Your Dividend Income at Risk? Here’s How to Spot Dividend Traps

Should You Hold Cash Investments After the Fed Cuts Interest Rates?

Follow us on social media.

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

13 Charts on Q3’s Tech-Driven Stock Rally

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

How Inflation, AI, and Budget Battles Will Shape the Stock Market in Q4

podcast@morningstar.com (Morningstar) — Fri, 3 Oct 2025 09:00:00 +0000

Investors’ exuberance is fueling this year’s stock rally, but will key economic risks dampen the market’s mood? The current bull run has lifted stocks from their springtime lows to higher levels in autumn. The artificial intelligence boom is one of the big factors driving it. Meanwhile, the Federal Reserve is dealing with the challenging situation of balancing the weakening job market and stubborn inflation. The Fed cut interest rates for the first time in 2025 in the third quarter, but the path forward from here is less certain. Morningstar Inc Senior Markets Reporter Sarah Hansen discusses seven key market factors you should watch in Q4 2025.

Nvidia’s investment of up to $100 billion in ChatGPT creator OpenAI could shatter records. The big bet is helping feed two simple narratives about the AI era, according to Dan Kemp, chief research and investment officer at Morningstar Investment Management Europe. First, there’s too much investment in the technology, and booms tend to lead to busts. Second, AI has changed the rules of investing and returns. Kemp cautions investors to remember that there are a wide range of possible outcomes than these easy stories.

On this episode:

You examine the highs and lows during each quarter and write about it. What do you think are the biggest takeaways from Q3?

Stocks are climbing higher despite a lot of risks. What signals is the market ignoring, and could it be at its own peril?

The AI boom is driving what’s going on in the market. Mega-cap tech companies are making huge investments. Where’s the money going, and how long is this level of spending expected to continue?

The hot IPO market has benefited from AI. Some of the most successful IPOs this year involved the industry. Can you describe this revival?

The first interest rate cut of 2025 is in the books. The Federal Reserve pointed to the softening job market as one reason for the move. What are strategists telling you as the markets await the Fed’s next move?

Inflation is still not tamed and hovering above the Fed’s 2% target. There are expectations that tariffs could raise prices for a while. What are the outlooks from Morningstar and other strategists?

As the Fed cuts rates, short-term yields will come down. What about the rest of the bond market? Where do people see the risks?

The federal funding fight is continuing in Washington, D.C. Let’s timestamp this moment. It’s Tuesday, Sept. 30. The US government would shut down on Oct. 1 if there’s not an agreement. How does uncertainty like this affect the markets, and what should investors think?

Earnings season is coming up in a couple weeks. What is your team watching for?

What’s the takeaway for investors as we enter Q4?

We talked on last week’s Investing Insights about inflation. The Federal Reserve’s preferred tracker showed inflation slightly ticked up in August as forecasters expected. It also revealed consumer spending rose. What do you think that’s signaling about the US economy?

In this week’s Markets Brief column, you highlighted Nvidia’s potentially record-breaking investment. The chipmaker announced it would invest up to $100 billion in OpenAI. How should investors think about this deal?

New economic data is due out this week. What are you tracking for next week’s Markets Brief?

Read about topics from this episode.

Will the AI Boom in Semiconductor Stocks Continue?

What Investors Need to Know About the Steepening Yield Curve

The Fed’s ‘Difficult Situation’: Reading Between the Lines of the September Dot Plot

Forecasts for August PCE Report Shows Some Cooling, but Tariff Impacts Persist

What Investors Need to Know About a US Government Shutdown

Markets Brief: Nvidia’s AI Spending Spree Raises Boom and Bust Fears

What to watch from Morningstar.
Is Your Dividend Income at Risk? Here’s How to Spot Dividend Traps

Should You Hold Cash Investments After the Fed Cuts Interest Rates?

What You Need to Know Before Choosing a Stock ETF

Investing in AI? Here Are 6 Undervalued Stocks for Buy-and-Hold Investors

Read what our team is writing.

Dan Kemp

Follow us on social media.

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

Not All Dividend Stocks Are Safe. Here’s How to Avoid Dividend Traps

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Is Your Dividend Income at Risk? Here’s How to Spot Dividend Traps

podcast@morningstar.com (Morningstar) — Fri, 26 Sep 2025 09:00:00 +0000

It might be tempting to buy dividend stocks with the highest yields, but not all dividend payers are safe. Those big payouts could be signaling that a company’s fundamentals are cracking. Looming financial risks could wreak havoc on income-focused investors’ portfolios. But there are ways to spot dividend traps. Morningstar Indexes strategist and columnist Dan Lefkovitz explains how to avoid the risks.

Both healthcare and consumer defensive sectors are lagging the broader stock market this year, but for different reasons.

Dan Kemp, chief research and investment officer at Morningstar Investment Management Europe, explored what’s behind it in this week’s Markets Brief column. He says consumer defensive stocks are falling from high valuations, while healthcare stocks are facing significant headwinds like politics and earnings growth. He reminds investors that’s why it’s important to understand not only what you own in your portfolio, but why you own it as well.

On this episode:

What is a dividend trap, and under what conditions do they tend to develop?

You and your team published research on dividend traps just before Dow Chemical DOW cut its dividend in half over the summer. How does your research explain what happened with Dow?

Other well-known brands have also slashed their dividend payouts since 2020. The list includes Shell, Walgreens, and Intel. What warning signs were these companies flashing before their cuts?

You have written about how income-focused investors can avoid dividend traps. Let’s start with step number one on how to spot them. What is the payout ratio, and what does it tell us about a company’s health?

The second step focuses on a company’s durable competitive advantage or economic moat. Can you describe what that reveals?

Your team weeds out dividend payers using a third step that relies on Distance to Default. How does that work, and what did you all find out?

How can investors protect their dividend income from risks? Would portfolio diversification help?

What’s the key takeaway to spot dividend traps?

We discussed on last week’s Investing Insights that you would focus on the market moves following the Fed’s quarter-point cut. How have the US dollar and bond prices reacted?

In this week’s Markets Brief column, you zoomed in on the lagging performance of healthcare and consumer defensive stocks. What’s important for investors to know?

New data on inflation from the Fed’s preferred tracker is set to come out Friday, September 26th. Inflation is hovering above the Fed’s 2% target. What are the markets’ expectations, and what would a surprise in the data mean for the near future?

Read about topics from this episode.

What Investors Can Learn from Dow’s 50% Dividend Cut

7 Things You May Not Know About Dividends

The 10 Best Dividend Stocks

Does Dividend Investing Still Work?

Construction Rules for the Morningstar Indexes Distance to Default

Markets Brief: AI Investment is Massive in a Cyclical Industry. Will This Time Be Different?

What to watch from Morningstar.
Should You Hold Cash Investments After the Fed Cuts Interest Rates?

What You Need to Know Before Choosing a Stock ETF

Investing in AI? Here Are 6 Undervalued Stocks for Buy-and-Hold Investors

Do Dividend Stocks Benefit From Non-US Revenue?

Read what our team is writing.

Dan Kemp

Follow us on social media.

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

Why Cash Is Still King for Short-Term Goals

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Should You Hold Cash Investments After the Fed Cuts Interest Rates?

podcast@morningstar.com (Morningstar) — Fri, 19 Sep 2025 09:00:00 +0000

There’s a tug-of-war between investing in cash and long duration bonds in today’s interest environment. The longer-end of the yield curve may look more appealing since anticipation is building about interest rate cuts. Morningstar’s economics team and market watchers are predicting the Federal Reserve will lower rates more than once in the final months of 2025. What may matter more is the time horizon for your financial goals. Morningstar Inc Portfolio Strategist Amy Arnott has examined why for some investors, sticking with cash is a less risky and better approach.

Oracle’s transformation is serving as a reminder that big opportunities to invest in artificial intelligence still exist. The database provider’s expansion into being a cloud provider recently sparked a 42% jump in its stock price. That caught the attention of Dan Kemp, chief research and investment officer at Morningstar Investment Management Europe. The author of the Markets Brief says one of the big takeaways is that stocks like Oracle are making good use of AI, and investors should look beyond the popular names.

In next week’s Markets Brief, Dan will dive into how the Federal Reserve’s quarter-point rate cut feeds into changed opportunities and risks in the broader markets for the long term.

On this episode:

Let’s start with an explainer. What is cash?

Interest rates are a popular topic now. The Federal Reserve is expected to announce its rate decision this afternoon. Morningstar’s economics team and market watchers are predicting lower rates. Should bond investors swap short-term Treasury bills for 20- to 30-year Treasury bonds?

Talk about why it could be a mistake for bond investors to assume the Fed will cut rates that match predictions.

In your article, Why Cash Is Still King for Short-Term Goals, you discussed a couple of reasons why cash yields still look good. Can you explain?

What are some of the trade-offs when holding cash?

Where are best places to invest cash if you need the money sometime within the next 12 months?

Are there any places where people might not want to keep their cash holdings?

And what about goals with a time horizon that’s a little bit longer—like two or three years?

What’s the takeaway for investors weighing whether to take on the risk of long-duration bonds?

Read about topics from this episode.

7 Reasons to Stop Freaking Out Over the Fed

How to Use Taxable Bonds in a Portfolio

The Best Bond Funds

How to Use Cash in a Portfolio

The 4 Rules for Cash: How to Manage Your Money the Smart Way

Markets Brief: Can a Bumper Fed Rate Cut Give Stocks Another Boost?

What to watch from Morningstar.
What You Need to Know Before Choosing a Stock ETF

Investing in AI? Here Are 6 Undervalued Stocks for Buy-and-Hold Investors

Do Dividend Stocks Benefit From Non-US Revenue?

This Classic Investment Strategy Is Still Alive in 2025

Read what our team is writing.

Amy C. Arnott

Dan Kemp

Follow us on social media.

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

The Hidden Risks in New ETFs

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

What You Need to Know Before Choosing a Stock ETF

podcast@morningstar.com (Morningstar) — Fri, 12 Sep 2025 09:00:00 +0000

Exchange-traded fund launches have continued to accelerate, but not every shiny new strategy is worth owning. Good investment strategies can compensate investors with an appropriate return for the risks they take on. What kinds of ETFs are able to deliver over the long term, and which ones fall short? Dan Sotiroff is joining me today to explain the hidden risks in stock ETFs and what investors should look out for. Dan is a senior manager research analyst for Morningstar Research Services and the editor of Morningstar’s ETFInvestor newsletter.

Can you talk about the idea that ETFs should be able to compensate investors for the risk they take on? What is an “appropriate level of return”?

When looking at the risk and return profiles of ETFs, the term “active risk” often comes up. Can you give us a definition?

What kinds of funds have the lowest active risk?

Can you give an example of two ETFs that appear similar but take on different levels of risk?

You’ve written that “any stock ETF with fewer than 100 holdings is a red flag.” Why is that?

Does the management style of the fund make a difference for concentrated funds? Would a passive, index-tracking ETF run into the same issues as an actively managed ETF?

Thematic ETFs are a popular example of concentrated portfolios with high active risk. How have they performed?

Do investors tend to miss the timing on thematic funds? It seems like strong returns tend to be short-lived.

At Morningstar, we often talk about fees as a predictor of performance. Do you see the same thing here?

Should investors always choose a fund that takes on predictable risk? Or are there cases where higher active risk is worth it?

What is one takeaway you have for investors that are trying to choose an ETF?

Read about topics from this episode.

Subscribe to Morningstar’s ETFInvestor newsletter.

The Best ETFs and How They Fit in Your Portfolio

Passive Funds Beat Active Amid This Year’s Market Volatility

What to watch from Morningstar.
Investing in AI? Here Are 6 Undervalued Stocks for Buy-and-Hold Investors

Do Dividend Stocks Benefit From Non-US Revenue?

This Classic Investment Strategy Is Still Alive in 2025

These 16 Standout Funds Are Making Big Bets. Do They Fit in Your Investment Portfolio?

Read what our team is writing.

Follow us on social media.

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

Subscribe to The Morning Filter on Apple Podcasts, or wherever you get your podcasts.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Investing in AI? Here Are 6 Undervalued Stocks for Buy-and-Hold Investors

podcast@morningstar.com (Morningstar) — Fri, 5 Sep 2025 09:00:00 +0000

Nvidia counts several of its Magnificent Seven pals as customers buying its sophisticated AI chips. And the world’s most valuable company says it could earn even more if geopolitical tensions between the US and China eased. But investors are debating whether the market is experiencing an AI boom or AI bubble. How should buy-and-hold investors think about investing in AI—are there any undervalued stocks left today? Dave Sekera is chief US market strategist at Morningstar Research Services and co-host of The Morning Filter podcast.

Learn about the new Morningstar Medalist Ratings for semiliquid funds during a live webinar on Morningstar’s YouTube channel on Wednesday, Sept. 10. CEO Kunal Kapoor and ETF and Passive Strategies Research Director Bryan Armour will discuss what investors should know about private assets and the first funds to earn the new rating on the Investors First series.

On this episode:

Welcome back to Investing Insights, Dave. Nvidia recently wrapped up the Magnificent Seven’s earnings season showing AI spending is still strong. What does this mean for the tech-driven stock market rally?

Do you think investors’ expectations for these mega-cap names are unreasonably high? Why or why not?

Nvidia is sitting at the center of a geopolitical rivalry between US and China. The company says they didn’t sell its sophisticated AI chips to China in the previous quarter, and that a $50 billion opportunity exists. What do you make of this bottleneck and its impact?

Many market watchers are divided over whether the current environment is an AI boom or AI bubble. Can you talk about Morningstar’s outlook?

How should buy-and-hold investors think about investing in artificial intelligence?

What are the most undervalued AI stocks right now?

What do you think about the big bets Wall Street and Main Street are making on AI? What do you think individual investors should keep in mind?

How is AI transforming Morningstar?

Read about topics from this episode.

5 Stocks to Buy Before Their Big Discounts Disappear

Marvell Earnings: Buy the Dip and Focus on the Fundamentals

Nvidia Earnings: No Signs of a Slowdown in Demand for AI Chips

These Are the Best Mag Seven Stocks to Consider for AI Investing

The Best AI Stocks to Buy Now

Investors First: Evolving Expectations and Expanding Access

What to watch from Morningstar.
Do Dividend Stocks Benefit From Non-US Revenue?

This Classic Investment Strategy Is Still Alive in 2025

These 16 Standout Funds Are Making Big Bets. Do They Fit in Your Investment Portfolio?

Market Volatility: Investors Are Seeking Safety in Gold ETFs. Is It Working?

Read what our team is writing.

Kunal Kapoor

Follow us on social media.

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

Subscribe to Morningstar’s DividendInvestor newsletter.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Do Dividend Stocks Benefit From Non-US Revenue?

podcast@morningstar.com (Morningstar) — Fri, 29 Aug 2025 09:00:00 +0000

The revenue of US dividend stocks isn’t necessarily made in America. A portfolio of popular dividend-paying stocks is likely exposed to currency or geopolitical risks. That’s due to international revenue exposure: Some US-based companies earn 50% or more of their money outside of the country. A recent analysis of 35 dividend-paying stocks in Morningstar’s DividendInvestor newsletter found several well-known names generate sizable revenue overseas. So, how should investors balance US vs. non-US equity exposure? Morningstar’s DividendInvestor newsletter editor David Harrell explains what investors should know.

Learn about Morningstar’s new Medalist Ratings for semiliquid funds during a live webinar on Morningstar’s YouTube channel on Wednesday, September 10th. CEO Kunal Kapoor and Global Head of Manager Research Laura Lutton will discuss what investors should know about private assets and the first funds to earn the new rating on the Investors First series.

On this episode:

You recently analyzed the international revenue exposure of dozens of dividend-paying stocks. But this wasn’t the first time. Why did you decide to revisit this?

Let’s dissect the investigation. How did you choose which stocks to focus on, and what was the criteria?

How did the recent results compare to the findings in 2021? Were there any surprises?

Let’s zoom in on the revenue. Which dividend stocks increased or decreased their US revenue exposure?

Morningstar analysts consider some of these dividend payers undervalued. Let’s first focus on names with more US revenue exposure. Who are they?

Which companies with more international revenue exposure are undervalued?

International stocks are having a long-awaited banner year versus US stocks. Are investors whose only international revenue exposure is these US-based stocks benefiting from this international rally?

How should investors balance US vs. non-US equity exposure in their portfolios? That is, what if investors looking at their portfolio see that they have home-country bias? What should they consider from a diversification standpoint?

Welcome to Investing Insights, Kunal. Let’s get started with you telling the audience a bit about your career here at Morningstar. It started back in the late 90s, right?

Your series, Investors First, is airing live on YouTube for the first time on September 10th. Can you tell us about the mission behind it? What are you hoping to achieve with the series?

It’s important to have these conversations with investors. What can Morningstar do to further empower them?

Investors have experienced a lot of short-term volatility this year. How do folks stay focused on their long-term goals?

Read about topics from this episode.

Why 2025 Is the Year to Invest in International Stocks

Why It’s Not Too Late to Add International Exposure

What Investors Can Learn from Dow’s 50% Dividend Cut

Where to Find Bargain Stocks in an Expensive Market

Watch more from the Investors First series:

Investors First: Evolving Expectations and Expanding Access

Where Should Investors Look Next Among Economic Mixed Messages?

Investors First: Navigating the Rise of Active ETFs in a Competitive Market

Investors First: The Convergence of Public and Private Markets

What to watch from Morningstar.
This Classic Investment Strategy Is Still Alive in 2025

These 16 Standout Funds Are Making Big Bets. Do They Fit in Your Investment Portfolio?

Market Volatility: Investors Are Seeking Safety in Gold ETFs. Is It Working?

Why Bonds Belong in Your Diversified Portfolio (Even Now)

Read what our team is writing.

Kunal Kapoor

Follow us on social media.

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

The 60/40 Portfolio: A 150-Year Markets Stress Test

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

This Classic Investment Strategy Is Still Alive in 2025

podcast@morningstar.com (Morningstar) — Fri, 22 Aug 2025 09:00:00 +0000

Is the 60/40 portfolio living up to its reputation of resilience this year? The merit of a classic portfolio of 60% stocks and 40% bonds has been a matter of debate in recent years. A diversified 60/40 strategy failed to protect investors in 2022’s broad market crash—in fact, an all-stock portfolio would have held up better. However, a historical deep dive from Morningstar concluded that the tried-and-true approach lessened the pain in almost all of the worst market crashes in 150 years better than an all-stock portfolio. Morningstar Inc Portfolio Strategist Amy Arnott discusses the 60/40 portfolio’s ups and downs and its performance in 2025.

On this episode:

What is a 60/40 portfolio, and why is it popular?

We often hear claims that the 60/40 portfolio is “dead” or obsolete. Why does it get criticized so much?

Some of that criticism flared up in 2022. Why was the performance so bad for the 60/40 portfolio that year?

Volatility has rocked the markets in 2025. How has the classic investment strategy done so far this year?

Are there any asset classes that have performed better so far in 2025? Why?

And which ones have struggled?

Interest rates are sitting above 4%, but market watchers are anticipating the Federal Reserve will cut rates in September. What could that mean for the fixed-income part of the 60/40 portfolio?

How do you think the 60/40 portfolio will perform over the next few years?

Should people still rely on the 60/40 portfolio, or is another strategy better like the 70/30 or 50/30/20, which can be a mix of stocks, bonds, and alternatives?

The tried-and-true strategy has proved its worth. So, what’s the final takeaway for current retirees, future retirees, or anyone seeking less risk?

Read about topics from this episode.

Is the 60/40 Portfolio Feeling ’22?

What We’ve Learned From 150 Years of Stock Market Crashes

How Does Your 60/40 Portfolio Allocation Compare With the Pros?

Why 2025 Is the Year to Invest in International Stocks

Why It’s Not Too Late to Add International Exposure

Why Holding Assets Outside the US Dollar Has Paid Off in 2025

How to Use Gold in Your Portfolio

Portfolio Diversification Is Winning in 2025

What to watch from Morningstar.
These 16 Standout Funds Are Making Big Bets. Do They Fit in Your Investment Portfolio?

Market Volatility: Investors Are Seeking Safety in Gold ETFs. Is It Working?

Why Bonds Belong in Your Diversified Portfolio (Even Now)

Covered-Call ETFs Are Booming. But Not All Yield Is Good

Read what our team is writing.

Follow us on social media.

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

How Smart People Screen for Funds

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

These 16 Standout Funds Are Making Big Bets. Do They Fit in Your Investment Portfolio?

podcast@morningstar.com (Morningstar) — Fri, 15 Aug 2025 09:00:00 +0000

It can sometimes seem like there’s an endless number of mutual funds for you to invest in. But not all of them are a right fit for your portfolio—and some aren’t worthy investments at all. A popular feature from Morningstar’s FundInvestor newsletter greatly shrinks the list and can help you home in on the winners. Russ Kinnel is the newsletter editor and senior principal of ratings for Morningstar Research Services. And he’s here to brag about his thrilling funds list.

On this episode:

Let’s begin with the idea behind the thrilling funds list. How did this get started, and what’s the mission?

You start with thousands of fund share classes. How do you narrow the list to a few dozen, and what are you looking for?

Thirty-three funds met your high standards and made the cut, and they’re all repeats. Did that surprise you?

What kept some funds off this year’s list?

A select group of these standouts are making big bets. Let’s start with the only thrilling fund from the diversified emerging-markets category.

A trio of foreign large growth funds from Fidelity are focusing heavily on financials and industrials. What’s their story, and what makes each of these unique?

Can you describe the funds that are wagering big time on the tech sector?

The healthcare sector has struggled this year. But some funds from Vanguard, Fidelity, and Dodge & Cox appear ready to benefit from a rebound, right? Talk about those funds.

Where should fixed-income investors look if they’re tweaking that side of their portfolio?

Which income and dividend-focused funds are outshining their category peers?

And finally, how can the audience test the funds in their portfolio against your thrilling list?

Read about topics from this episode.

The Thrilling 33

Stop Screening Funds This Way

Worried About a Market Selloff? These 10 Funds Reduce Portfolio Risk

The Big Secret to Long-Term Investment Success

Holy Smokes! These Funds Could Get Barbecued

4 New Funds on Our Radar

Morningstar Medalist Rating for Funds

What to watch from Morningstar.
Market Volatility: Investors Are Seeking Safety in Gold ETFs. Is It Working?

Why Bonds Belong in Your Diversified Portfolio (Even Now)

Covered-Call ETFs Are Booming. But Not All Yield Is Good

This Dividend Investing Strategy Deserves a Second Look

Read what our team is writing.

Follow us on social media.

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

Digging for Gold With ETFs

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Market Volatility: Investors Are Seeking Safety in Gold ETFs. Is It Working?

podcast@morningstar.com (Morningstar) — Fri, 8 Aug 2025 09:00:00 +0000

Investors are piling into global gold ETFs for a safe haven from uncertainty. Demand surged in the first half of 2025, according to a new report from the World Gold Council. The industry trade group points to geopolitical turmoil, global trade policies, and higher gold prices for driving interest in these ETFs. The lure of investing in gold ETFs can vary from wanting to diversify a portfolio, hedge against inflation risks, or simply bet on rising prices. Bryan Armour explains what you should know about this speculative asset. He’s the director of ETF and passive strategies research for North America at Morningstar Research Services.

On this episode:

What are gold ETFs, how many types are there, and how do they work?

The World Gold Council says there was strong demand for global gold ETFs in the first half of 2025. How much money has flowed in and out of these ETFs, and what’s your take on that?

How have gold ETFs held up against market volatility in 2025? How does it compare with other periods of uncertainty?

Let’s talk about your recent article about how to choose the right gold ETFs. You pointed out that a two-month launch difference helped create a big gap in assets between the two largest gold ETFs. Can you talk about the rivalry between SPDR Gold Shares GLD and iShares Gold Trust IAU?

You listed those two ETFs and several others as top gold ETFs in your article. What makes one of these ETFs different from the other?

What should investors zoom in on to find the right ETF for them?

How do trading costs affect buy-and-hold investors and day traders differently?

The IRS applies a different tax treatment to gold than stocks or bonds. What should investors know?

What are the best gold ETFs, and why?

Let’s quickly pivot to another speculative asset. People sometimes refer to bitcoin as digital gold. Is that a fair comparison? How has it performed so far this year?

Would you say gold ETFs or bitcoin has served as a better hedge?

Read about topics from this episode.

5 Tips for Trading ETFs

How to Use Gold in Your Portfolio

Commodities vs. Gold: Which Is the Better Inflation Hedge?

3 ETFs to Diversify Your Portfolio

Diversification Landscape: Building Diversified Portfolios

Covered-Call ETFs Are Booming. But Not All Yield Is Good

What to watch from Morningstar.
Why Bonds Belong in Your Diversified Portfolio (Even Now)

This Dividend Investing Strategy Deserves a Second Look

Market Volatility: Is Your Investment Portfolio Ready for a US-EU Trade Deal?

Read what our team is writing.

Follow us on social media.

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

Investors Should Embrace Elevated Bond Yields

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Why Bonds Belong in Your Diversified Portfolio (Even Now)

podcast@morningstar.com (Morningstar) — Fri, 1 Aug 2025 09:00:00 +0000

Fixed-income investors, bonds are rising to the occasion and looking attractive again. Their yields are higher, and they have delivered as diversifiers against stock sell-offs this year. Yet, uncertainty has muddled the outlook as the bond market seeks clarity about tariffs, inflation, and interest rates.Paul Olmsted covers US fixed-income strategies for Morningstar Research Services. The senior manager research analyst explains why you need bonds for a balanced portfolio.

Let’s start with how you’re thinking about the bond market in 2025. Can you talk about what you have considered key moments this year?

As a follow-up, what is at the core of the bond market’s concerns?

We’re recording this episode on July 30th around 10:30am. The Fed is expected to announce their interest-rate decision this afternoon. Market watchers are predicting the Fed will hold rates steady. High interest rates pose a risk to bonds. What other risks should investors watch out for now?

Some bond investors are seeking a “Powell hedge” due to expectations that Trump could oust the Fed Chair. What are they hedging against, and is this something everyday investors need to think about?

What’s the probability of Trump firing Powell before the Fed Chair’s term ends in May 2026, and who would be the ideal candidate?

We have talked about how the memory of the worst bond market ever in 2022 is still lingering. However, bonds served as diversifiers during stock sell-offs earlier this year. Why do you think bonds can’t shake the bad rap?

What’s the optimal bond allocation in a diversified portfolio during a high-rate environment? Should investors focus more on whether their holdings are short- or long-term, or is credit quality a bigger issue?

What are the best bonds for portfolio diversification?

What’s the takeaway for fixed-income investors for the rest of 2025?

Read about topics from this episode.

3 Principles to Invest By, Whatever Comes Next

Why the Fed’s Independence Matters to Markets, the Economy, and Your Wallet

4 Top-Performing High-Yield Bond Funds

Tariffs and Dollar Weakness Tested US Resilience

Income Opportunities Remain at the Front End of the Yield Curve

What to watch from Morningstar.
Covered-Call ETFs Are Booming. But Not All Yield Is Good

This Dividend Investing Strategy Deserves a Second Look

Market Volatility: Is Your Investment Portfolio Ready for a US-EU Trade Deal?

Market Volatility: 4 Key Factors to Track in Q3 2025

Read what our team is writing.

Paul Olmsted

Follow us on social media.

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

Should You Own a Covered-Call ETF Like JEPI?

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Covered-Call ETFs Are Booming. But Not All Yield Is Good

podcast@morningstar.com (Morningstar) — Fri, 25 Jul 2025 09:00:00 +0000

Daniel Sotiroff, senior manager research analyst for Morningstar Research Services, explains how covered-call ETFs work along with the popular investment’s risks and rewards.

On this episode:

What are covered-call ETFs, and how do they work?
Why are retirees and other income investors drawn to these ETFs? What’s making them so popular this year?
Their yields look very high. What is driving them?
What types of trade-offs are investors making?
ETFs are known to be tax-efficient investments. What are the tax considerations for covered-call ETFs?
Should you hold covered-call ETFs in a taxable or tax-deferred account?
What’s the optimal retirement account to hold covered-call ETFs?
Let’s talk about covered-call ETF performance in 2025. What have you’ve seen?
Which covered-call ETFs do Morningstar analysts consider a solid choice for investors, and why?

Read about topics from this episode.

Is It Time to Reconsider Dividend Funds?

3 Great ETFs for Jittery Markets

Covered-Call and Buffer ETFs: Stock Investing With Less Gain but Less Pain

Covered-Call and Buffer ETFs: Do the Pros Outweigh the Cons?

100% Downside Protection ETFs: What’s the Catch?

Our 2025 ETF Predictions: A Midyear Review

Covered-Call Stock Funds Like JEPI Are Popular. Should They Be?

The Active ETFs That Led Inflows During 2025’s First Half

5 Charts on How Tariff Trouble Rocked US Fund Flows

Investors, Be Careful When Buying New ETFs

Tax-Efficient Retirement-Bucket Portfolios for ETF Investors

25 Top Picks for Tax-Efficient ETFs and Mutual Funds

How to Maximize the Tax Efficiency of an ETF Portfolio
3 Great ETFs for an IRA in 2025

The Best ETFs and How They Fit in Your Portfolio

What to watch from Morningstar.
This Dividend Investing Strategy Deserves a Second Look

Market Volatility: Is Your Investment Portfolio Ready for a US-EU Trade Deal?

Market Volatility: 4 Key Factors to Track in Q3 2025

Is the International Outlook Brighter Than the US?

Read what our team is writing.

Follow us on social media.

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

When to Reinvest Dividends (or Not)

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

This Dividend Investing Strategy Deserves a Second Look

podcast@morningstar.com (Morningstar) — Fri, 18 Jul 2025 09:00:00 +0000

Amy Arnott, portfolio strategist for Morningstar Inc., discusses how a popular dividend investing strategy works, and who would or wouldn’t benefit from it.

On this episode:

Let’s focus on when dividend reinvesting works as a strategy and when it does not. Who should consider reinvesting dividends?
When shouldn’t an investor reinvest their dividends?
Are there any differences between reinvesting dividends in a taxable vs a tax-deferred account?
What types of dividends are taxable and non-taxable?

This part of the episode includes a correction: A response about which dividends are taxable versus nontaxable should have said, “If you're in a bond fund, most dividends would be taxable unless you’re investing in Treasury bonds, which would normally be exempt from state and local taxes.” We incorrectly said federal taxes.

How long you’ve owned a dividend-paying stock matters when it comes to taxes. Can you explain the differences between qualified and non-qualified dividends?
What kind of record-keeping does reinvesting dividends require, and how does reinvestment affect the cost-basis?
How are considerations different for stock dividends vs fund dividends?
What’s the final takeaway for the audience about dividend reinvestment?

Read about topics from this episode.

These 4 Dividend ETFs Strike the Right Balance for Income Investors

10 Top Dividend Stocks for 2025

The 10 Best Dividend Stocks

What Are Dividends?

The Best Dividend Funds

What Makes a Great Dividend Fund?

What to watch from Morningstar.
Market Volatility: Is Your Investment Portfolio Ready for a US-EU Trade Deal?

Market Volatility: 4 Key Factors to Track in Q3 2025

Is the International Outlook Brighter Than the US?

Digital Advice in 2025: What You Need to Know About Robo-Advisors

Read what our team is writing:

Amy C. Arnott

Follow us on social media.

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

What’s Morningstar’s Outlook for Europe in 2025?

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Market Volatility: Is Your Investment Portfolio Ready for a US-EU Trade Deal?

podcast@morningstar.com (Morningstar) — Fri, 11 Jul 2025 09:00:00 +0000

Michael Field, European Market Strategist at Morningstar Holland, talks about tariff risks for key sectors and European stock performance as market volatility persists.

On this episode:

President Trump pushed his tariff deadline from July to August. How are global markets reacting to the uncertainty during this tariff watch?

The EU is one of America’s largest trading partners. How important is it for these two sides to strike a deal?

And what’s at stake if they don’t before the deadline?

More than two dozen countries make up the EU. The bloc is seeking lower tariffs for a variety of sectors like aircraft, car parts, and spirits. Talk about that.

So, what sectors do you think could be hit the hardest, and which ones could be spared?

The EU has presented a united front. However, some countries want a trade deal sooner than later. Can you talk about the debate you’re witnessing in Europe?

Trade deals typically take years to be implemented, so any announcement would be a preliminary agreement. If a US investor has European companies in their portfolio, what would this framework mean for them in the long-term?

Let’s shift to this year’s market performance of European stocks. What’s been winning?

Which European stocks do Morningstar analysts consider undervalued, and why?

Read about topics from this episode.

Why It’s Not Too Late to Add International Exposure

What Investors Need to Know About Tariffs

Here Are the Sectors and Industries That Are Vulnerable if Reciprocal Tariffs Come Back

Where Next for European and UK Stock Markets in 2025?

Best International Companies to Own: 2025 Edition

Find Morningstar's complete collection of tariff-related articles and analysis here.

What to watch from Morningstar.
Market Volatility: 4 Key Factors to Track in Q3 2025

Is the International Outlook Brighter Than the US?

Digital Advice in 2025: What You Need to Know About Robo-Advisors

Demystifying Private Equity and Private Credit ETFs: What Every Investor Should Know

Read what our team is writing:

Michael Field

Follow us on social media.

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

13 Charts on Q2’s Major Market Rebound

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Market Volatility: 4 Key Factors to Track in Q3 2025

podcast@morningstar.com (Morningstar) — Fri, 4 Jul 2025 09:00:00 +0000

Sarah Hansen, Morningstar Inc’s senior markets reporter, discusses the uncertain outlook for the third quarter and how investors should prepare for market volatility.

What Was Surprising From Q2 Market Volatility

Mixed Expectations as Trump’s Tariff Deadline Approaches

How Should Investors Prepare Themselves for Market Volatility?

How Tariff Uncertainty Could Affect Company Earnings

How Trump’s Tax and Spending Bill Raises Concerns About Federal Deficit

How the Fed’s Decision on Interest Rates Could Affect the Yield Curve

Should Investors Brace for More Market Volatility?

Read about topics from this episode.

Market Volatility: What to Watch in Q2 After Big Swings in Q1

Has the Stock Market Reached Peak Optimism on Tariffs?

What Investors Need to Know About Tariffs

Tariffs Would Likely Hit These US Stock Sectors the Hardest

What Investors Need to Know About the Budget Reconciliation Bill

The Deficit is the Biggest Risk for the Bond Market, Says Matt Eagan of Loomis Sayles

How Much Will the Fed Cut Interest Rates?
How Healthy Is the US Economy? Here’s What the Top Economic Indicators Say

What to watch from Morningstar.
Is the International Outlook Brighter Than the US?

Digital Advice in 2025: What You Need to Know About Robo-Advisors

Demystifying Private Equity and Private Credit ETFs: What Every Investor Should Know

Market Volatility: Portfolio Diversification Is Winning in 2025

Read what our team is writing:

Follow us on social media.

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

2025 Morningstar Investment Conference: How to Invest Today

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Is the International Outlook Brighter Than the US?

podcast@morningstar.com (Morningstar) — Fri, 27 Jun 2025 09:00:00 +0000

Two Morningstar research leaders join Investing Insights to discuss whether US investors should consider international stocks and fixed income. They are Dominic Pappalardo, chief multi-asset strategist, and Philip Straehl, chief investment officer for the Americas, for Morningstar Wealth, part of registered investment adviser, Morningstar Investment Management.

Key Takeaways:

How the Markets Have Been Handling Volatility in 2025

Why Economic Data Has Stayed More Stable Than the Markets During Volatility

Why the Timing and the Scale of the Tariffs Were a Shock to the Market

Will International Stocks Outperform US Stocks?

Why Now Is the Time to Check Your International vs US Stock Allocation

Should Investors Broaden Their International Stock Exposure?

Why Global Consumer Stocks Are Poised to Perform Well During Market Volatility

How Rising Yields in Fixed Income Can Create Opportunities for Investors

How the Shape of the Yield Curves Have Shifted

How US Investors Can Mediate US Dollar Weakness With International Equity Exposure

Key Takeaways on the US Market Outlook vs International Market Outlook

Read about topics from this episode.

Bull or Bear? Here’s How the Outlook for Stocks Stacks Up

BlackRock’s Rick Rieder: Why the US Economy Is Going to Be Fine

6 Charts on How Trump’s Tariffs Have Upended Global Markets

Should Investors Rethink Global Diversification Amid Tariff Uncertainty?

Why the Bond Market Looks Brighter Than It Did in 2022

The Trade Deals That Could Calm Wall Street

Why Holding Assets Outside the US Dollar Has Paid Off in 2025

Consumer Stocks Stand Out Among Opportunities for the Second Half of 2025

For Investors Who Can Get Beyond Headline Risk, Opportunity Beckons in Bonds

How Healthy Is the US Economy? Here’s What the Top Economic Indicators Say

What to watch from Morningstar.
Digital Advice in 2025: What You Need to Know About Robo-Advisors

Demystifying Private Equity and Private Credit ETFs: What Every Investor Should Know

Market Volatility: Portfolio Diversification Is Winning in 2025

Read what our team is writing:

Philip Straehl

Follow us on social media.

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

Are Robo-Advisors Still Worth It?

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Digital Advice in 2025: What You Need to Know About Robo-Advisors

podcast@morningstar.com (Morningstar) — Fri, 20 Jun 2025 09:00:00 +0000

Lan Tran, manager research analyst for Morningstar Research Services, discusses the benefits and limitations of digital investment advice. Plus, a look at the best and worst robo-advisors of 2025.

What Is a Robo-Advisor?

Robo-Advisors vs. Traditional Advisors

Who Should Use a Robo-Advisor?

Benefits of Digital Investment Advice vs. a DIY Approach

Do Robo-Advisors Offer Retirement and Taxable Accounts?

Limitations of Robo-Advisors

Robo-Advisor Fee Structure

How Robo-Advisors Are Taking a Hybrid Approach to Financial Advice

How Morningstar Rates the Best Robo-Advisors of 2025

Do Robo-Advisors Control Security Selection in Your Portfolio?

Why Betterment Is One of Morningstar’s Top 3 Robo-Advisors of 2025

Why Fidelity Go Is 2025’s Runner-Up for Top Robo-Advisor

Why Vanguard Remains the Best Robo-Advisor in 2025

The Worst Robo-Advisor of 2025

Read about topics from this episode.

Compare Robo-Advisor Performance & Assess the Best Options

The Best Robo-Advisors of 2025

Should You Be Using a Robo-Advisor?

Are Robo-Advisors Worth Your Investment?

Another Robo-Advisor Bites the Dust

What Is a Robo-Advisor?

5 Questions to Ask a Financial Advisor

What to watch from Morningstar.
Demystifying Private Equity and Private Credit ETFs: What Every Investor Should Know

Market Volatility: Portfolio Diversification Is Winning in 2025

The Stock Strategies That Are Paying Off in 2025

Worried About Inflation? What to Know Before Buying TIPS ETFs

Read what our team is writing:

Lan Anh Tran

Follow us on social media.

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

How Private Assets Impede the Benefits of ETFs

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Demystifying Private Equity and Private Credit ETFs: What Every Investor Should Know

podcast@morningstar.com (Morningstar) — Fri, 13 Jun 2025 09:00:00 +0000

Bryan Armour, director of ETF and passive strategies research for North America at Morningstar Research Services, discusses private equity ETFs and private credit ETFs. Armour also previews his session at the 2025 Morningstar Investment Conference featuring two ETF experts.

Hear From Experts on Private Asset ETFs at the 2025 Morningstar Investment Conference

How Do Private Equity and Private Credit Investments Work?

Why Access to Private Markets Is Expanding

How Private Assets Pose a Challenge in ETFs

Private Asset ETF Performance: PRIV and XOVR

What Does Morningstar Think of Private Asset ETFs?

How Firms Are Pricing Private Portfolio Shares

Can Private Credit ETFs and Private Equity ETFs Improve Diversification?

What Investors Stand to Gain or Lose in Private Markets

Why Private Equity and Private Credit ETFs Are Here to Stay

Read about topics from this episode.

New Private Credit Funds Want Your Money. Here’s Why You Should Be Cautious

It’s Getting Easier to Invest in Private Assets. What Does That Mean for Investors?

What’s It Taking for Private Equity to Reach Smaller Investors?

Persistence of Performance in Private Equity

Unlikely Allies: Vanguard and Others Team Up to Offer Private-Market Investments

Private Markets Are Coming to Financial Advisors

Investors First: Unlocking Opportunities in Private Markets

What to watch from Morningstar.
Market Volatility: Portfolio Diversification Is Winning in 2025

The Stock Strategies That Are Paying Off in 2025

Worried About Inflation? What to Know Before Buying TIPS ETFs

Read what our team is writing:

Follow us on social media.

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

Diversification Landscape: Building Diversified Portfolios

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Market Volatility: Portfolio Diversification Is Winning in 2025

podcast@morningstar.com (Morningstar) — Fri, 6 Jun 2025 09:00:00 +0000

Amy Arnott, Morningstar Inc. portfolio strategist, discusses the success of the 60/40 portfolio and how diversification is paying off during market volatility this year.

How Diversification Has Held Up Against Market Volatility in 2025

Which Asset Classes Have Been Strong Diversifiers in 2025?

Which Asset Classes Have Struggled as Diversifiers?

How Have US vs. Non-US Stocks Performed in 2025?

Can Investors Still Turn to Fixed Income During Market Volatility?

How Correlations Between Asset Classes Is Key to Diversification

60/40 Portfolio vs. Diversified Portfolio

Why the 60/40 Portfolio Outperformed in the Long Term

The Best Ways to Diversify Your Portfolio During Market Volatility

What Hasn’t Held Up as Portfolio Diversifiers?

How Tough Macro Environments Affect Diversification Patterns

Key Takeaways

Read about topics from this episode.

3 Assets That Might Not Diversify as Well as You Think

Portfolio Diversification: Answers to Your Questions

The Best Ways to Diversify Your Investment Portfolio in Today’s Market

Should Investors Rethink Global Diversification Amid Tariff Uncertainty?

For Diversification From Stocks, Cash Has Made a Good Case for Itself

What Higher Inflation Means for Stock/Bond Correlations

Morningstar’s Guide to Diversification

Why Portfolio Diversification Has Helped in 2025

Why Holding Assets Outside the US Dollar Has Paid Off in 2025

What to watch from Morningstar.
13 Elite Companies With Fast-Growing Dividends

The Stock Strategies That Are Paying Off in 2025

Worried About Inflation? What to Know Before Buying TIPS ETFs

Market Volatility: The Trade Deals That Could Calm Wall Street

Read what our team is writing:

Follow us on social media.

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

Subscribe to the Morningstar DividendInvestor newsletter.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

13 Elite Companies With Fast-Growing Dividends

podcast@morningstar.com (Morningstar) — Fri, 30 May 2025 09:00:00 +0000

David Harrell, editor of Morningstar’s DividendInvestor newsletter, talks about the dividend stocks that earned a spot on the newsletter’s annual Dividend Growers list. Harrell also discusses how to approach dividend investing.

What Qualifies a Dividend Stock to Be on the DividendInvestor’s Annual Dividend Growers List?

13 Elite Companies With Fast-Growing Dividends

This part of the episode includes a correction: In an earlier version of this podcast, a section about companies included on the DividendInvestor’s DividendGrowers list and a follow-up question about companies that weren’t included was inadvertently cut during production. The episode has been updated to restore this information.

Why These Companies Failed to Make the Dividend Growers List in 2025

Which Companies Were ‘Near Misses’ for the Dividend Growers List?

Why Are Higher-Yielding Dividend Stocks Absent?

Why Dividend Growth Investing Can Benefit Investors With a Longer Time Horizon

Is Double-Digit Dividend Growth Sustainable for Companies?

Which Companies Are on Track to Appear on Next Year’s Dividend Growers’ List?

What Investors Need to Know Before Investing in Dividend Stocks

Undervalued Dividend Growers Stock Picks

Read about topics from this episode.

Stocks With 5 Years of Double-Digit Dividend Increases

7 Undervalued Stocks that Just Raised Dividends

10 Top-Performing Dividend Stocks

What You’re Getting Wrong About Dividend Investing

The 10 Best Dividend Stocks

These Dividend Aristocrats Provide Appealing Consistency for Investors

What to watch from Morningstar.
The Stock Strategies That Are Paying Off in 2025

Worried About Inflation? What to Know Before Buying TIPS ETFs

Market Volatility: The Trade Deals That Could Calm Wall Street

Berkshire Hathaway's Annual Meeting Could Reveal Its Future Plans

Retirees: Here's How to Tweak the 4% Rule to Protect Your Nest Egg

Read what our team is writing:

Follow us on social media.

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

How Market Turmoil Made Low-Volatility Stocks Great Again

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Market Volatility: The Stock Strategies That Are Paying Off in 2025

podcast@morningstar.com (Morningstar) — Fri, 23 May 2025 09:00:00 +0000

Dan Lefkovitz, Morningstar Indexes strategist and columnist, explains how factor investing works. And he discusses which stocks outperformed and underperformed during this year’s market volatility.

What Is Factor Investing?

What Factors Have the Strongest Performance Amid Market Volatility in 2025?

Berkshire Hathaway and Other Low-Volatility Stocks Outperformed During Market Volatility

Why Lower-Volatility Stocks Help With Capital Preservation in the Long Term

Which Factors Have Lagged the Broader Stock Market in 2025?

Nvidia and Other Quality Stocks Underperformed During Market Volatility?

How Factor Investing’s Performance in 2025 Fits Into Long-Term Trends

Why Diversification Is Key When Investing in Factors

How Often Should Factor Investors Check Their Portfolio?

How to Position a Portfolio for Future Stock Market Rotations

Key Takeaways

Read about topics from this episode.

You’re a Factor Investor. You Just May Not Know It Yet

Paying Attention to Investment Factors? You Should Be

Why You Shouldn’t Panic Over Daily Market Swings

Why Quality Stocks Aren’t Doing Better This Year

2025 Market Outlook: Markets Are Priced to Perfection, but Will It Last?

Morningstar’s Guide to Diversification

13 Charts on Q1’s Dramatic Rotation in Stocks

3 Surprising Market Winners in 2025

What to watch from Morningstar.
Worried About Inflation? What to Know Before Buying TIPS ETFs

Market Volatility: The Trade Deals That Could Calm Wall Street

Berkshire Hathaway's Annual Meeting Could Reveal Its Future Plans

Retirees: Here's How to Tweak the 4% Rule to Protect Your Nest Egg

Market Volatility: Which Investments Will Protect Your Portfolio in a Recession?

Read what our team is writing:

Follow us on social media.

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

Subscribe to Morningstar’s ETFInvestor newsletter.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Worried About Inflation? What to Know Before Buying TIPS ETFs

podcast@morningstar.com (Morningstar) — Fri, 16 May 2025 09:00:00 +0000

Dan Sotiroff, senior manager research analyst for Morningstar Research Services, explains how TIPS ETFs work, their performance in 2025, and what to consider before buying the treasury inflation-protected securities.

Key Takeaways:

What Are TIPS?

TIPS ETFs vs. TIPS

Flows Into TIPS ETFs in 2025 Surprises Morningstar’s ETFInvestor Editor

How TIPS Have Performed Against the Bond Market in 2025

How Higher-for-Longer Interest Rates Could Create Higher Risk

Should Investors Look to Short- or Long-Term TIPS During Market Volatility?

What’s the Best Account to Hold TIPS ETFs?

Who Should Invest in TIPS ETFs?

2 Top TIPS ETFs Picks

Read about topics from this episode.

TIPS Funds Gain on Fears of Inflation and Economic Downturn

How to Use TIPS in Your Portfolio

Why the Fed May Wait Until July to Cut Interest Rates

Inflation Was Softer in April, but Tariff Impacts Still Loom

What Now? An Investor’s To-Do List for Chaotic Markets

How to Think About Time Horizons in Bond Investing

6 Top-Performing TIPS Funds

3 Defensive ETFs for Current Volatility

What to watch from Morningstar.
Market Volatility: The Trade Deals That Could Calm Wall Street

Berkshire Hathaway's Annual Meeting Could Reveal Its Future Plans

Retirees: Here's How to Tweak the 4% Rule to Protect Your Nest Egg

Market Volatility: Which Investments Will Protect Your Portfolio in a Recession?

Market Volatility: What Lies Ahead in Trump’s Trade War

Read what our team is writing:

Follow us on social media.

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

9 Charts on Trump’s First 100 Days in the Markets

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Market Volatility: The Trade Deals That Could Calm Wall Street

podcast@morningstar.com (Morningstar) — Fri, 9 May 2025 09:00:00 +0000

Dominic Pappalardo, chief multi-asset strategist for Morningstar Investment Management’s Wealth group, discusses how trade talks over tariffs could ripple through the bond market and whether import taxes are the right move for Hollywood movies.

Key Takeaways:

What a Potential Trade Deal Between the US and UK Means for Market Sentiment

What Countries Need to Strike a Trade Deal to Calm Wall Street?

What Persistent High Tariffs and Falling Imports From China Could Mean for the US

How Japan Moving Out of US Treasuries Could Rattle the Bond Market

How Trump’s Tariffs on International Movies Could Affect the Services Sector

How Tariff-Induced Market Volatility Affects the US Dollar’s Strength Globally

Has Market Volatility Made the US a Risky Bet for Stock Investors?

How Investors and Investment Managers Should Handle Market Volatility

What to Watch Before Trump’s 90-Day Tariff Pause Ends

Read about topics from this episode.

6 Charts on How Trump’s Tariffs Have Upended Global Markets

Q1 GDP Forecast to Show Sharp Slowdown as Imports Surge Ahead of Tariffs

US-China Trade War Cause Us to Reduce Most US Independent Producers’ Valuations by 2%-13%

US Treasuries Sell Off as Trade War Calls Haven Status Into Question

Dollar Hits 3-Year Low Against the Euro in Tariff Turmoil

May 2025 US Stock Market Outlook: Eye of the Hurricane

What to watch from Morningstar.
Berkshire Hathaway's Annual Meeting Could Reveal Its Future Plans

Retirees: Here's How to Tweak the 4% Rule to Protect Your Nest Egg

Market Volatility: Which Investments Will Protect Your Portfolio in a Recession?

Market Volatility: What Lies Ahead in Trump’s Trade War

Read what our team is writing:

Follow us on social media.

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

10 Questions for Berkshire Hathaway’s 2025 Annual Meeting

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Berkshire Hathaway's Annual Meeting Could Reveal Its Future Plans. Here's What We're Watching For.

podcast@morningstar.com (Morningstar) — Fri, 2 May 2025 09:00:00 +0000

Gregg Warren, senior analyst with Morningstar Research Services, discusses the succession, dividend, and stock portfolio questions he would ask at this year’s Berkshire Hathaway annual meeting. Warren previously pitched questions as part of the meeting’s analyst panel.

Key Takeaways:

Morningstar Analyst on Pitching Questions at Berkshire Hathaway Annual Meeting

Succession Planning for Berkshire Hathaway’s Insurance Business

What Investors Need to Know About Warren Buffett’s Successor

Should Greg Abel Spin Off Berkshire Hathaway’s Businesses or Issue a Dividend?

What We Are Listening for From Buffett on His Stock Sales at the Berkshire Hathaway Annual Meeting 2025

Does Warren Buffett Think the US Is Still a Solid Bet?

Is Berkshire Hathaway Stock a Buy?

Read about topics from this episode.

Subscribe to The Morning Filter on Apple Podcasts, or wherever you stream podcasts.

What to Expect at Berkshire Hathaway’s Annual Meeting

Why Berkshire Hathaway’s Stock is Beating the Market in 2025

What I Hope My 14-Year-Old Learned at Berkshire Hathaway’s Annual Meeting

Warren Buffett Dismisses Concerns About Cash Holdings

9 Charts on Trump’s First 100 Days in the Markets

US Treasuries Sell Off as Trade War Calls Haven Status Into Question

How to Invest Like Warren Buffett

The 4 Warren Buffett Stocks to Buy After Berkshire Hathaway’s Latest 13F Filing

Warren Buffett Sold These 2 ETFs. Should You?

What to watch from Morningstar.
Retirees: Here's How to Tweak the 4% Rule to Protect Your Nest Egg

Market Volatility: Which Investments Will Protect Your Portfolio in a Recession?

Market Volatility: What Lies Ahead in Trump’s Trade War
Market Volatility: What to Watch in Q2 After Big Swings in Q1

Read what our team is writing:

Greggory Warren

Follow us on social media.

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

Six Retirement Withdrawal Strategies That Stretch Savings

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Retirees: Here's How to Tweak the 4% Rule to Protect Your Nest Egg

podcast@morningstar.com (Morningstar) — Fri, 25 Apr 2025 09:00:00 +0000

Amy Arnott, Morningstar Inc. portfolio strategist, discusses why her team’s starting safe withdrawal rate is more conservative than the popular 4% rule. Plus, a new metric to help determine financial priorities during retirement.

How ‘The State of Retirement Income’ Report Helps Investors Know Their Safe Withdrawal Rate

Conservative Estimate for Starting Safe Withdrawal Rate

Why Has the Starting Safe Withdrawal Rate Gone Down?

Flexible or Dynamic Strategies to Increase the Starting Safe Withdrawal Rate

What Is the Spending-Ending Ratio?

Retirement Spending Strategies That Leave Legacy Funds

Strategies to Help Retirees Spend All Their Retirement Savings

Should You Delay Social Security?

What Type of Retiree Should Considering an Annuity?

Pros and Cons of Deferred Annuities

What’s Next for ’The State of Retirement Income’ Report?

Read about topics from this episode.

The Best Ways to Maximize Your Retirement Income in 2025

Navigating the Future of Retirement Income: Trends, Strategies, and Insights

Morningstar’s Retirement Income Research: Reevaluating the 4% Withdrawal Rule

What’s a Safe Retirement Spending Rate for 2025?

Maybe You Shouldn’t Delay Taking Your Social Security Benefits After All

TIPS Funds Gain on Fears of Inflation and Economic Downturn

How to Use Our Retirement Income Research

What to watch from Morningstar.
Worried About a Market Sell-Off? These 10 Funds Reduce Portfolio Risk

Gray Divorce: How to Avoid Triggering a Costly Tax Bill

Why the Bond Market Looks Brighter Than It Did in 2022

Where to Find Bargain Stocks in an Expensive Market

Read what our team is writing:

Follow us on social media.

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

Best Investments to Own During a Recession
Morningstar’s Take on Tariffs: Stock Impacts, Portfolio Tips, and More
What We’ve Learned From 150 Years of Stock Market Crashes
A Down-Market Survival Guide for Pre-Retirees
A Down-Market Survival Guide for Retirees
How to Use Gold in Your Portfolio
How to Keep Your Cool in a Volatile Market
What Do Tariffs and Increased Recession Risk Mean for Banks?
What Tariff Volatility Means for the Consumer Defensive Sector
What Bucket Investors Should Do in Down Markets
It Feels Different This Time—but It Probably Isn’t

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Market Volatility: Which Investments Will Protect Your Portfolio in a Recession?

podcast@morningstar.com (Morningstar) — Fri, 18 Apr 2025 09:00:00 +0000

Amy Arnott, Morningstar Inc. portfolio strategist, discusses which investments have performed best and worst in past recessions. Gold prices are rising during the current market volatility. Arnott explains why it might not be the best time to buy the precious metal.

Key Takeaways:

Why Current Market Volatility May Not Be Ending Soon

How to Keep Yourself Steady During Market Volatility

How Investors Nearing Retirement Can Avoid Sequence-of-Return Risk During Market Volatility

How Retirees Can Mitigate Market Volatility Using the Bucket Approach

Which Asset Classes Have Performed Best and Worst During a Recession?

What Investors Should Keep in Mind Before Going for Buying Gold

Why It’s Better to Own Large Companies During an Economic Slowdown

Why Consumer Defensive Stocks Have Been Resilient During Recessions

What Sectors Have Been Hit the Hardest in Past Recessions?

Create an Investment Plan and Stick to It During Market Volatility

Read about topics from this episode.

What to watch from Morningstar.
Market Volatility: What Lies Ahead in Trump’s Trade War
Market Volatility: What to Watch in Q2 After Big Swings in Q1
Does it Pay to Copy Congress’ Stock Trades?
Can Healthcare Stocks Keep Outperforming the Market?

Read what our team is writing:

Follow us on social media.

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

Tariffs and Emotions Shake Markets Now, But Discipline Wins Long-Term

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Market Volatility: What Lies Ahead in Trump's Trade War

podcast@morningstar.com (Morningstar) — Fri, 11 Apr 2025 09:00:00 +0000

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.

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.

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

13 Charts on Q1’s Dramatic Rotation in Stocks

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Market Volatility: What to Watch in Q2 After Big Swings in Q1

podcast@morningstar.com (Morningstar) — Fri, 4 Apr 2025 09:00:00 +0000

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.

Trump Tariff Selloff: How Long-Term Investors Can Best Weather the Storm

Tariffs and the Markets: What Investors Need to Know
Q1’s Biggest Lesson for Investors: Diversification Works
US Stocks Fall Sharply as Recession Fears Build on Tariff Worries

Tariffs Are a Self-Inflicted Economic Catastrophe
How Caution and Contrarianism Paid Off for Investors During Q1
What We’ve Learned From 150 Years of Stock Market Crashes
Investors Flock to Ultrashort Bond and Gold ETFs Amid Market Uncertainty

What to watch from Morningstar.

Does It Pay to Copy Congress' Stock Trades?

Can Healthcare Stocks Keep Outperforming the Market?

Worried About a Market Sell-Off? These 10 Funds Reduce Portfolio Risk
Gray Divorce: How to Avoid Triggering a Costly Tax Bill

Read what our team is writing:

Follow us on social media.

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

The 2 ETFs That Track Congressional Stock Trades

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Does It Pay to Copy Congress' Stock Trades?

podcast@morningstar.com (Morningstar) — Fri, 28 Mar 2025 09:00:00 +0000

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.

Morningstar’s Guide to ETF Investing

An Investor’s Guide to the Next Trump Administration

The Big Shortfall: Understanding the gap in thematic funds

The Best Tech Stocks to Buy
Are Stock Investors in for Another Tech Wreck?

What Trump’s Trade Wars Could Mean for the Global Economy and Markets
6 ETF Investing Predictions for 2025

What to watch from Morningstar.

Can Healthcare Stocks Keep Outperforming the Market?

Worried About a Market Sell-Off? These 10 Funds Reduce Portfolio Risk
Gray Divorce: How to Avoid Triggering a Costly Tax Bill

Why the Bond Market Looks Brighter Than It Did in 2022

Read what our team is writing:

Zachary Evens

Follow us on social media.

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

Healthcare: Sector Looks Undervalued with Pullback After US Election and Obesity Data
Novo Nordisk: Next-Generation GLP-1/Amylin Drug Sees Leading Weight Loss in Small Trial

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Can Healthcare Stocks Keep Outperforming the Market?

podcast@morningstar.com (Morningstar) — Fri, 21 Mar 2025 09:00:00 +0000

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.

How GLP-1 Drugs Like Ozempic Are Boosting Biopharma Stocks

Biopharma Stock Election Impact: Potential Reduced IRA Headwind but Unpredictable Challenges

22 Best Healthcare Companies to Invest In

What to watch from Morningstar.

Worried About a Market Sell-Off? These 10 Funds Reduce Portfolio Risk
Gray Divorce: How to Avoid Triggering a Costly Tax Bill

Why the Bond Market Looks Brighter Than It Did in 2022

Where to Find Bargain Stocks in an Expensive Market

Read what our team is writing:

Karen Andersen

Follow us on social media.

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

How to Diversify Your Portfolio to Handle a Market Correction
3 Super Risky Low-Risk Funds
A Practical Test for Contrarian Investing: When Should You Go Against the Grain?

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Worried About a Market Sell-Off? These 10 Funds Reduce Portfolio Risk

podcast@morningstar.com (Morningstar) — Fri, 14 Mar 2025 09:00:00 +0000

Russ Kinnel, senior principal of ratings for Morningstar Research Services, researched which alternative, equity, and value funds could provide a good hedge during a market sell-off.

What is the Downside Capture Ratio?

Why Funds with A Low Downside Capture Ratio Make Good Diversifiers

How Does a Fund’s Maximum Drawdown Line Up with Its Downside Capture?

Why Savers Should Look for Low-Risk Investments

Floating-Rate Funds to Help Protect a Bond-Heavy Portfolio Against Interest-Rate Risk

Alternative Funds for Diversification

What is Arbitrage?

Large-Blend Funds to Help Preserve Capital

Defensive Large-Value Funds to Consider

A Small-Value Fund That Can Serve as a Good Diversifier

How Can Risk-Averse Investors Get Zero Downside?

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

Read about topics from this episode.

Subscribe to the FundInvestor Newsletter
How to Diversify Away From Large-Growth Funds

Where to Invest in 2025 and Beyond

The Thrilling 36

5 Mistakes to Avoid With Your Investment Portfolio in 2025

Can Growth Stocks Keep Powering the Market Higher?

What to watch from Morningstar.
Gray Divorce: How to Avoid Triggering a Costly Tax Bill
Why the Bond Market Looks Brighter Than It Did in 2022
Where to Find Bargain Stocks in an Expensive Market
These 4 Dividend ETFs Strike the Right Balance for Income Investors

Read what our team is writing:

Follow us on social media.

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

Gray Divorce: 10 Financial and Tax Issues You Must Know After 50

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Gray Divorce: How to Avoid Triggering a Costly Tax Bill

podcast@morningstar.com (Morningstar) — Fri, 7 Mar 2025 10:00:00 +0000

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.

Maybe You Shouldn’t Delay Taking Your Social Security Benefits After All

Six Retirement Withdrawal Strategies That Stretch Savings

6 Retirement Financial Myths to Avoid

What You Need to Know About Capital Gains Distributions

How to Choose a Financial Advisor

What to watch from Morningstar.
Why the Bond Market Looks Brighter Than It Did in 2022
Where to Find Bargain Stocks in an Expensive Market
These 4 Dividend ETFs Strike the Right Balance for Income Investors
Vanguard Fee Cuts May Be Small, But They’re a Win For Investors

Read what our team is writing:

Sheryl Rowling

Follow us on social media.

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

Experts Forecast Stock and Bond Returns: 2025 Edition

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Why the Bond Market Looks Brighter Than It Did in 2022

podcast@morningstar.com (Morningstar) — Fri, 28 Feb 2025 10:00:00 +0000

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.

What Higher Inflation Means for Stock/Bond Correlations

10 Financial Rules of Thumb You Don’t Have to Follow

Do as I Say (Not as I Do)

Bonds Might Be Losing Money, but There Is a Bright Side

8 Top-Performing High Yield Bond Funds

Stocks and Bonds Stumble on Hot Jobs Report. Are Markets in Trouble, or Is It Just Noise?

How to Make Sure Your Personalized Portfolio Doesn’t Backfire

Should Your Clients’ Stock Portfolios Consider Their Careers?

What to watch from Morningstar.

Where to Find Bargain Stocks in an Expensive Market
These 4 Dividend ETFs Strike the Right Balance for Income Investors
Vanguard Fee Cuts May Be Small, But They’re a Win For Investors
How Inflation, Tariffs, and More Could Impact Your Finances in 2025

Read what our team is writing:

Philip Straehl

Follow us on social media.

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

Subscribe to the StockInvestor Newsletter

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Where to Find Bargain Stocks in an Expensive Market

podcast@morningstar.com (Morningstar) — Fri, 21 Feb 2025 10:00:00 +0000

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.

3 Top Value Stocks to Buy and Hold for 2025

11 Newly Overvalued Stocks

Top 15 Value-Creating Stocks of the Past Decade

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

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

Market Barometer

What to watch from Morningstar.

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

Read what our team is writing:

Follow us on social media.

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

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

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

These 4 Dividend ETFs Strike the Right Balance for Income Investors

podcast@morningstar.com (Morningstar) — Fri, 14 Feb 2025 10:00:00 +0000

Bryan Armour, director of passive strategies research for North America for Morningstar Research Services, explains how dividend income and dividend growth strategies work. He also discusses why four dividend ETFs from Vanguard and Schwab earn top marks.

Comparing Income and Growth Dividend ETF Strategies

Blindspots in Dividend ETF Investing

Are Company Payouts Expected to Increase Over Time for Dividend Growth ETFs?

Judging the Performance of Dividend ETF Strategies

What is Factor Investing?

Writing Your Factor Exposure Checklist for Dividend ETFs

Gold-Rated Dividend Growth ETFs from Vanguard

Why is Vanguard’s Dividend Income Strategy Impressive?

Why Schwab’s Dividend ETF Is Worthy of a Gold Rating

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

Read about topics from this episode.

The Top High Dividend ETFs for Passive Income in 2025

Is It Time to Reconsider Dividend Funds?

How to Choose a Dividend Fund

How to Maximize the Tax Efficiency of an ETF Portfolio

3 Great US ETFs for 2025 and Beyond

What to watch from Morningstar.

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

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

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

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

Read what our team is writing:

Follow us on social media.

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

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

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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

podcast@morningstar.com (Morningstar) — Fri, 7 Feb 2025 10:00:00 +0000

Dan Sotiroff, a senior manager research analyst for Morningstar, explains how lower fees on dozens of Vanguard investments will likely benefit both investors and the popular money manager. Plus, we hear from the hosts of our new podcast, The Morning Filter. David Sekera, Morningstar's chief US market strategist, and Susan Dziubinski, an investment specialist at Morningstar Inc., discuss how they cut through the noise of the stock market each week.

Vanguard Fee Cuts 2025

Why Is Vanguard Cutting Fees Now?

6 Noteworthy Vanguard Funds and ETFs With Cheaper Expense Ratios

Vanguard Signals to Investors to Consider Bond Funds

Is Vanguard’s New CEO Putting Pressure on BlackRock to Lower Fees?

Has the “Race to the Bottom” of Cheaper Fund Fees Started Again?

What Lower Fund Fees Mean for Vanguard Investors in the Long Term

How Vanguard Can Keep and Grow Their Customer Base

What’s New in the Markets

Introducing The Morning Filter Podcast

How The Morning Filter Brings Unique Insights to Listeners

What to Expect from The Morning Filter’s Weekly Analysis of Stock Picks and Pans Market

Outlook 2025: What Investors Can Expect

How Investors and Advisors Learn from The Morning Filter

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

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.

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

What Trump’s Proposed Tariffs Would Mean for the Economy

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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

podcast@morningstar.com (Morningstar) — Fri, 31 Jan 2025 10:00:00 +0000

Preston Caldwell, senior US economist for Morningstar Investment Management, discusses the Federal Reserve’s interest-rate decision, his outlook for inflation in 2025, and the potential impact of US tariffs.

Fed Meeting January 2025: Was Pausing Interest-Rate Cuts a Good Move?

Outlook for Inflation in 2025

How a Strong Jobs Market Fits into the Fed’s Outlook

Why Mortgage Rates Rose When Interest Rates Fell

When is the Next Fed Meeting in 2025?

Are Interest Rates Going Down in 2025?

How Mass Deportations Could Affect Businesses and Consumers

How US Tariffs Could Affect Consumer Goods Prices

Tracking Inflation, Financial Conditions, and the Housing Market

Read about topics from this episode.

Forecasts for December PCE Report Show Continued Improvement on Core Inflation

Fed Hits the Pause Button, Awaits Further Data Amid Policy Uncertainty

An Investor’s Guide to the Next Trump Administration

What to watch from Morningstar.

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

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

It's Getting Easier to Invest in Private Assets. What Does That Mean for Investors?

Where Investors Can Find the Highest Bond Yields in 2025

Read what our team is writing:

Follow us on social media.

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

Markets Breathe a Sigh of Relief on Softer Core Inflation

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Introducing The Morning Filter

podcast@morningstar.com (Morningstar) — Mon, 27 Jan 2025 15:00:00 +0000

Follow The Morning Filter on Apple Podcast to hear new episodes on Monday mornings.

https://podcasts.apple.com/us/podcast/the-morning-filter/id1792280057

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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

podcast@morningstar.com (Morningstar) — Fri, 24 Jan 2025 10:00:00 +0000

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.

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:

Seth Goldstein

Follow us on social media.

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

How to Find the Right Active ETF for Your Portfolio

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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

podcast@morningstar.com (Morningstar) — Fri, 17 Jan 2025 16:00:00 +0000

Russ Kinnel, director of ratings for Morningstar Research Services, compares open-end funds and actively managed ETFs from Fidelity, T. Rowe Price, and Capital Group. Matthew Dolgin, senior equity analyst for Morningstar Research Services, discusses what he thinks of Netflix’s stock and where the streamer could profit next.

Open-End Funds vs. Active ETFs

Advantages of Active ETFs

Appeal for Day Traders

Disadvantage of Active ETFs

Which Investors Should Consider Swapping Mutual Funds for ETF Counterparts

Comparing Open-End Funds and Active ETFs on Key Factors

How T. Rowe Price Funds Compare to ETFs

Fidelity Funds vs ETFs Performance

Capital Group’s Different Approach to Their Funds vs ETFs

Decision Expected From SEC on ETF Share Class Requests

What’s New in the Markets

Netflix's Message to Competitors

Too Early to Judge Live Sports Push

How Can Netflix Increase Profits?

What to Watch for From Netflix’s Earnings Report

Morningstar’s Outlook on Netflix Stock

Read about topics from this episode.

Will Active ETFs Outnumber Passive ETFs?

3 Great Active ETFs for Stock Investors

Are Active ETFs Truly More Tax-Efficient?

Morningstar’s Guide to Active ETFs

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

3 Cheap Stocks to Watch in the Fight Over Sports Streaming

What to watch from Morningstar.

It's Getting Easier to Invest in Private Assets. What Does That Mean for Investors?

Where Investors Can Find the Highest Bond Yields in 2025

How the Fed's Surprise Outlook Adds to Market Uncertainty for 2025

How to Diversify Your Portfolio to Handle a Market Correction

Read what our team is writing:

Russ Kinnel

Matthew Dolgin

Follow us on social media.

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

Morningstar's 2025 Outlook: Future Market Investment Strategies

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

It's Getting Easier to Invest in Private Assets. What Does That Mean for Investors?

podcast@morningstar.com (Morningstar) — Fri, 10 Jan 2025 10:00:00 +0000

Jack Shannon, senior manager research analyst for Morningstar Research Services, discusses how fund companies are looking to put private assets in the hands of everyday investors. He explains the risks and opportunities in private equity and private credit, and where this trend could go in 2025.

What Are Private Assets?

Risks of Private Assets vs. Public Assets

Why Fund Companies Want to Give Retail Investors Access to Private Assets

How Investors Can Access Private Assets Today

Why Funds Choose Private Credit Instead of Private Equity

Why Companies Stay Private

How the Lack of Liquidity in Private Assets Plays Out in Interval Funds

How Funds Provide Exposure to Private Equity

Do Funds with Private Equity or Private Credit Exposure Have Better Performance?

Would Holding Private Assets in an ETF Work?

Opportunities for Investors in Private Asset Funds

Private Asset Fund Outlook

Read about topics from this episode.

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

Read what our team is writing:

Follow us on social media.

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

Where to Find Returns When Interest Rates Fall

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Where Investors Can Find the Highest Bond Yields in 2025

podcast@morningstar.com (Morningstar) — Fri, 3 Jan 2025 10:00:00 +0000

Dominic Pappalardo, chief multi-asset strategist for Morningstar Investment Management, discusses where to find the highest bond yields this year and whether corporate bonds are still attractive.

Why Cash is No Longer King

Is a 3% Interest Rate Forecast a Wake-Up Call?

Why It's a Good Time for Investors to Move Out of Cash

Why Investors Should Move Longer Term in Fixed Income

Are Corporate Bonds Still Attractive?

Where We Are Seeing Promising Yields From Global Bonds

What to Keep in Mind When Investing in Global Bonds

Where to Invest in 2025

Read about topics from this episode.

Morningstar's 2025 Outlook: Future Market Investment Strategies

Morningstar’s 2025 Investment Outlook for Financial Advisors

Why Our Best Investment Ideas for 2025 Are Outside the US

What to watch from Morningstar.

How to Diversify Your Portfolio to Handle a Market Correction

Yes, You Can Still Find Tax-Loss Harvesting Opportunities in 2024

Read what our team is writing:

Follow us on social media.

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

Subscribe to Morningstar’s SmartInvestor newsletter.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

How the Fed's Surprise Outlook Adds to Market Uncertainty for 2025

podcast@morningstar.com (Morningstar) — Fri, 20 Dec 2024 14:53:20 +0000

Tom Lauricella, Morningstar Inc global markets editor, explains why the market reacted poorly to the Federal Reserve’s interest-rate outlook. The Smart Investor newsletter editor also discusses some of 2024’s biggest headlines such as inflation, the broader stock market rally, and new leadership in Washington.

Why the Fed Scaled Back from Four Interest-Rate Cuts to Two for 20255

Did the Market Bounce Back After the Drop Following the Fed Rate Decision?

Why the Fed Isn’t Saying They Are Seeing a Stronger Economy in 2025

Will Trump’s Tariffs Cause Inflation to Rise?

Will the Market’s Momentum Continue into 2025?

High Yields in the Bond Market Are Benefitting Investors

Will the Trump Administration Boost Bitcoin’s Growth?

How Investor’s Should Approach Trump’s Second Term

5 Stories Investors Should Watch for in 2025

Read about topics from this episode.

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

How to Diversify Your Portfolio to Handle a Market Correction

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

Read what our team is writing:

Follow us on social media.

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

Subscribe to the Morningstar FundInvestor newsletter.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

How to Diversify Your Portfolio to Handle a Market Correction

podcast@morningstar.com (Morningstar) — Fri, 13 Dec 2024 10:00:00 +0000

Russel Kinnel, director of ratings for Morningstar Research Services, discusses large growth’s impressive run in 2024 and why it might be time to rebalance if you haven’t in a while.

What is Driving Growth’s Impressive Run?

Why Is it Important to Rebalance Now

What Triggered Growth’s Largest Selloffs Since 2000

What Was Unusual About the Growth Correction in 2022

Top-Rated Bond Funds that Could Help with Saving for an Emergency Fund

Bond Funds that are Defensive if Growth Gets Crushed

Small-Value Funds Out of Sync With Large Growth

Mid-Growth Funds that are Good Diversifiers

Read about topics from this episode.

6 Top-Performing Large-Growth Funds

Is It Time to Diversify Beyond US Large-Cap Growth Stocks?

How to Rebalance Your Portfolio Before 2025

The Best Funds for Rebalancing in 2025

The Best Bond Funds

What to watch from Morningstar.

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.

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

Postelection Deficit Concerns Fuel Jump in Bond Yields

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

What Higher Bond Yields Mean for Markets in 2025

podcast@morningstar.com (Morningstar) — Fri, 6 Dec 2024 10:00:00 +0000

Dominic Pappalardo, chief multi-asset strategist at Morningstar Investment Management, discusses why long-term yields spiked in the wake of the election, what's next for fixed-income in 2025, and how investors can take advantage of higher yields in their portfolios.

Why Did Bond Yields Rise in the Wake of the Election?

How Investors Are Thinking About Rising Bond Yields

What the Current Run-Up in Bond Yields Tells Us About the Markets

How Do Today’s Yields Compare to History?

Will the Flat Yield Curve Start to Steepen?

How Bond Yields Affect the Stock Market

How Long Can the Market Withstand a Higher Interest Rate Environment?

How Bond Yields Affect Mortgages

How Today’s Bond Yields Can Benefit Investors When Looking at Portfolio Construction

Economic Outlook 2025 Key Takeaways

Read about topics from this episode.

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

Apple Earnings Are on Deck. Will Apple Intelligence Help Drive iPhone Sales?

Read what our team is writing:

Follow us on social media.

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

How You Could Benefit from Tax-Loss Selling This Year

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Yes, You Can Still Find Tax-Loss Harvesting Opportunities in 2024

podcast@morningstar.com (Morningstar) — Fri, 22 Nov 2024 10:00:00 +0000

Christine Benz, Morningstar’s director of personal finance and retirement planning, discusses the ins and outs of tax-loss selling and where investors can look for potential opportunities to harvest losses in their portfolios.

What is Tax-Loss Selling?

Are There Limits to How Much You Can Offset Capital?

How to Evaluate Your Cost Basis to Find Loss Opportunities

What is the 30 Day Rule for Tax-Loss Selling?

Why Investors Should Think About Tax-Loss Selling When Markets Are Up

How to Make Tax-Loss Selling a Part of Your Portfolio Maintenance Strategy

Why Tax-Loss Selling is a Bear Market Strategy

Read about topics from this episode.

Are Active ETFs Truly More Tax-Efficient?

Ready for a Big Capital Gains Tax Bill?

What You Need to Know About Capital Gains Distributions

Which Investments to Keep Out of Your Taxable Account

What to watch from Morningstar.

A Simpler Medicare Part D Is Coming. Here's How It Could Save You Money

Apple Earnings Are on Deck. Will Apple Intelligence Help Drive iPhone Sales?

Is Your Portfolio Built to Withstand a Market Rotation?

Read what our team is writing:

Follow us on social media.

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

Subscribe to the Morningstar DividendInvestor newsletter.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

What You’re Getting Wrong About Dividend Investing

podcast@morningstar.com (Morningstar) — Fri, 15 Nov 2024 10:00:00 +0000

David Harrell, editor of Morningstar’s DividendInvestor newsletter, makes the case for dividend investing. However, he also points out the pitfalls, like dividend fallacy, that income-focused investors should watch out for.

Why Investors Are Divided About Dividend Investing

The Pitfall of Dividend Fallacy

Warning Signal for Dividend Traps

Should Investors Focus on Total Return Rather Than Dividends Alone?

How a Dividend-Focused Investment Strategy Can Help with Safe Withdrawal Rates

Why Investors May Not Want to Create Their Own Dividend

Why Long-Term Performance Matters When Looking at Dividend Stocks Versus the Broder Market

Are Share Repurchases Better Than Dividends at Returning Capital to Stock Owners? (This part of the episode includes a clarification: Taxes on qualified dividends can be avoided if your AGI is below certain levels.)

Drawbacks of a Dividend-Focused Investment Strategy

Has Dividend Investing Created Bad Investor Behavior?

Read about topics from this episode.

3 Dividend Stocks for November 2024

Are Better Days Ahead for Dividend Investors?

Is a Dividend Stock Comeback Around the Corner?

New Dividend Stocks: Can Meta and Salesforce Help Revive the Classic Strategy?

There Is Nothing Special About Dividends

What to watch from Morningstar.

A Simpler Medicare Part D Is Coming. Here's How It Could Save You Money

Apple Earnings Are on Deck. Will Apple Intelligence Help Drive iPhone Sales?

Is Your Portfolio Built to Withstand a Market Rotation?

Read what our team is writing:

Follow us on social media.

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

Medicare Open Enrollment: What to Know as You Enroll for 2025

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

A Simpler Medicare Part D Is Coming. Here's How It Could Save You Money

podcast@morningstar.com (Morningstar) — Fri, 8 Nov 2024 10:00:00 +0000

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.

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.

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.

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

Subscribe to Morningstar's ETFInvestor Newsletter.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

A Better Way to Use Leverage in Your ETF Portfolio

podcast@morningstar.com (Morningstar) — Fri, 1 Nov 2024 09:00:00 +0000

Bryan Armour, director of passive strategies research for North America for Morningstar Research Services, talks about the best way for most retail investors to leverage and which leveraged ETFs look promising. Travis Miller, strategist for Morningstar Research Services, discusses how tech companies are looking to nuclear energy to fuel data centers’ surging demand.

Why Leverage Has a Debatable Reputation in Investing

Volatility Drag and Leveraged ETFs

Why Does Leverage Kill ETFs?

What Are ETPs?

A Better Way for Investors to Use Leverage in Their Portfolio

How Can Investors Add Leverage to Their Portfolio Without Volatility Drag?

Costs of Leveraged ETFs

How Most Investors Should Gain Exposure to Leverage

Do Leveraged ETFs Show Promise?

What’s Coming Up in the Markets?

How Much Energy Does a Data Center Need to Run?

Why Small Modular Reactors Could Be Key to Powering Data Centers

Are Carbon-Free Pledges Driving Companies Toward Nuclear Energy?

Which Utilities Companies Are Next to Sign Data Center Deals?

Is This Shift Toward Nuclear Energy Larger Than Just AI?

What to Look for in Utilities Companies’ Earnings

Utilities Stock Picks

Read about topics from this episode.

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

Read what our team is writing:

Travis Miller

Follow us on social media.

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

Caring For Our Parents, by Howard Gleckman

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

How to Retire: Understand and Plan for Long-Term Care

podcast@morningstar.com (Morningstar) — Wed, 30 Oct 2024 09:00:00 +0000

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

How Long-Term Care Differs from Conventional Healthcare

Why Americans Need More Long-Term Care Than Ever Before

Long-Term Care Isn’t Just in Nursing Homes

Does Medicare Cover Long-Term Care Costs?

Who Should Consider Long-Term Care Insurance?

The Financial Implications of Continuing Care Retirement Communities

Howard Gleckman’s Experience with Long-Term Care

Key Takeaways

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

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

Read more from Christine Benz.

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.

The Morningstar LSTA US Leveraged Loan Index Highlights a Growing Asset Class Popular With Credit Investors

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

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Apple Earnings Are on Deck. Will Apple Intelligence Help Drive iPhone Sales?

podcast@morningstar.com (Morningstar) — Fri, 25 Oct 2024 09:00:00 +0000

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 GLP-1 Drugs Like Ozempic Are Boosting Biopharma Stocks

Read what our team is writing:

William Kerwin, CFA

Katie Binns

Follow us on social media.

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

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

How to Retire: Prioritize Tax Planning in Retirement

podcast@morningstar.com (Morningstar) — Wed, 23 Oct 2024 09:00:00 +0000

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

Why Tax Planning is Key When Withdrawing from Your Retirement Portfolio

Will Your Taxes Decrease in Retirement?

Key Tax Strategies for Retirees Before They Have to Take RMDs

Do Rules of Thumb for Retirement Spending Make Sense?

How to Lower Your RMD Tax Bills

How Qualified Charitable Distributions Can Help Lower Your Tax Bill

Key Takeaways

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

More from Jeff Levine

Buckingham Wealth Partners

Kitces.com

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

Read more from Christine Benz.

Can You Control Required Minimum Distributions?

The Big Retirement Myth

8 Little-Known Facts About RMDs

An Investing Road Map for Retirees

Read about topics from this episode.

4 RMD Mistakes to Avoid

How Retirees Can Avoid the ‘Tax Torpedo’

Watch more from How to Retire.

How to Retire: Transition from Saving to Spending

How to Retire: Consider a Retirement Bucket Portfolio Strategy

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

How to Retire: Understand the Role of Working Longer

How to Retire: Stay Flexible with Your Retirement Spending

Read what our team is writing:

Follow Christine Benz on social media.

3 Lessons From Recent Stock Market Drama

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

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Is Your Portfolio Built to Withstand a Market Rotation?

podcast@morningstar.com (Morningstar) — Fri, 18 Oct 2024 09:00:00 +0000

Dan Lefkovitz, Morningstar Indexes strategist, discusses why it’s important to be ready for a range of outcomes during a market rotation. Nic Owens, equity analyst for Morningstar Research Services, talks about his outlook for Boeing stock ahead of earnings.

Trends from the Q3 Market Rotation Extending into Q4

Key Moments Sparked Market Volatility

Will Value Stocks Make a Comeback?

Value and Small-Cap Stock Outlook

What’s Fueling Dividend Stocks Outperformance Against the Broader Market?

Bond Performance in Q3 and Early Q4

What Investors Need to Watch Out for in Q4

Will the Market Rotation Persist?

What’s Coming Up in the Markets?

Why Boeing’s New CEO Announced Massive Layoffs

How Boeing is Trying to Prevent a Credit Downgrade

What Boeing is Delaying and Eliminating to Move Forward

Where the Machinists’ Strike Stands at Boeing

What to Look for in Boeing’s Q3 Earnings

How Investors Should Approach Boeing Stock

Read about topics from this episode.

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 GLP-1 Drugs Like Ozempic Are Boosting Biopharma Stocks

Read what our team is writing:

Nicolas Owens

Follow us on social media.

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

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

How to Retire: Transition from Saving to Spending

podcast@morningstar.com (Morningstar) — Wed, 16 Oct 2024 09:00:00 +0000

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

Transitioning from Saving to Spending in Retirement

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

Are Annuities Helpful for In-Retirement Cash Needs?

Delaying Social Security in Retirement

How Couples Can Approach Different Money Mindsets in Retirement

Key Takeaways

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

The Color of Money

Spend Well, Live Rich

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

Read more from Christine Benz.

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.

IRS Finalizes RMD Regulations: Key Takeaways and the 10-Year Rule for Beneficiaries

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

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Inherited IRA Rules: What You Need to Know Before 2025

podcast@morningstar.com (Morningstar) — Fri, 11 Oct 2024 09:00:00 +0000

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.

How to Avoid Unintended Distributions from Inherited IRAs and 401(k)s

4 RMD Mistakes to Avoid

IRS Extends Waiver of Excise Tax for Inherited IRAs, but Not RMDs

Inherited IRAs: What to Know About Taxes, RMDs, and More

What to watch from Morningstar.

How GLP-1 Drugs Like Ozempic Are Boosting Biopharma Stocks

Don't Overlook These Crucial Parts of Your Retirement Plan

Denise Appleby, Morningstar contributor, explains the new inherited IRA rules including whether heirs need to take RMDs and follow the 10-year rule. Plus, what the next steps are if a beneficiary, who inherited an IRA since 2020, hasn’t taken RMDs yet.

Read what our team is writing:

Denise Appleby

Follow us on social media.

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

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

How to Retire: Consider a Retirement Bucket Portfolio Strategy

podcast@morningstar.com (Morningstar) — Wed, 9 Oct 2024 09:00:00 +0000

Christine Benz, Morningstar’s director of personal finance and retirement planning, interviews financial experts about different aspects of retirement in ‘How to Retire,’ the companion podcast to her book of the same name. In this episode, Christine sits down with wealth manager Harold Evensky, who inspired Christine’s work in retirement portfolio bucketing.

How the Bucket Approach to Retirement Planning Helps Investors

How the Bucket Approach Helped Keep Clients Steady During Market Downturns

Benefits of Limiting Cash in Retirement Portfolios

Why Investors Should Avoid Too Many Retirement Buckets

Why Prioritizing Goals is Most Important for Retirement Planning

The Most Underrated Aspect of Retirement Planning

Overrated Discussions in Retirement Planning

Harold Evensky’s Transition from Work to Retirement

Key Takeaways

Many of you know that I frequently talk about the bucket approach to retirement portfolio construction. I was inspired to work on bucketing after talking to Harold Evensky nearly two decades ago, and I knew that I wanted to chat with Harold for this podcast. He is the founder of Evensky & Katz/ Foldes Wealth Management and a retired professor of practice of the Texas Tech University Personal Financial Planning Department. Harold and I talked about how he hit on the bucket strategy and used it with his clients.

More from Harold Evensky

Evensky & Katz / Foldes Wealth Management

Blog

Hello Harold: A Veteran Financial Advisor Shares Stories to Help Make You Be a Better Investor, by Harold Evensky

Harold Evensky on The Long View: 'It's an Unmitigated Disaster'

Read more from Christine Benz.

Do You Need More Than 3 Buckets?

The Bucket Investor’s Guide to Setting Retirement Asset Allocation

Why Retirees and Investors Approaching Retirement Should Reduce Risk Today

Take This Simple Step As You Approach Retirement

7 Key Tasks for Investors Approaching Retirement

Read about topics from this episode.

Panicking About Market Volatility? Don’t Lose Money Chasing the Crowd

Watch more from How to Retire.

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

How to Retire: Understand the Role of Working Longer

How to Retire: Stay Flexible with Your Retirement Spending

Read what our team is writing:

Follow Christine Benz on social media.

What Can My HSA Be Used For?

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

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

How to Find the Best Health Savings Account

podcast@morningstar.com (Morningstar) — Fri, 4 Oct 2024 09:00:00 +0000

Morningstar Inc editor Margaret Giles discusses the triple-tax-benefits of HSAs, how they compare to other tax-advantaged accounts, and whether you can save too much. Greg Carlson, senior manager research analyst for Morningstar Research Services, highlights the providers that received Morningstar's top ratings.

What is an HSA?

Who is Eligible for an HSA?

HSA vs FSA

How to Maximize the Triple-Tax Benefits of HSAs

How Do HSAs Compare to Other Tax-Advantaged Accounts?

Can You Save Too Much in an HSA?

How Has the HSA Landscape Evolved Over Time?

HSA Adoption Growth and the Rise of High Deductible Healthcare Plans

How Does Morningstar Assess HSAs?

What Makes a Good HHSA for SA for Spending?

Top 3 HSA Providers for Spending

What Makes a Good HSA for Investing?

Top 3 HSA Providers for Investing

Morningstar’s Guide to the Best HSA Providers

Read about topics from this episode.

The Best HSA Providers

3 Tricks for Getting the Most Out of Your HSA

HSA vs. FSA: How to Choose One

What to watch from Morningstar.

How GLP-1 Drugs Like Ozempic Are Boosting Biopharma Stocks

Don't Overlook These Crucial Parts of Your Retirement Plan

Boating Season Is Over, but Don't Overlook These Recreational Vehicle Stocks

Read what our team is writing:

Greg Carlson

Follow us on social media.

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

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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

podcast@morningstar.com (Morningstar) — Wed, 2 Oct 2024 09:00:00 +0000

Christine Benz, Morningstar’s director of personal finance and retirement planning, interviews financial experts about different aspects of retirement in ‘How to Retire,’ the companion podcast to her book of the same name. In this episode, Christine sits down with personal finance expert Manisha Thakor to address the question of “What is enough?” when it comes to retirement.

Do You Have Enough Financial Resources to Retire?

How Retirement Spending Changes as We Age

Planning for Long-Term Care in Retirement

Non-Financial Planning for Retirement

How to Establish a Sense of Identity Away From Work

How to Take a Phased Approach to Retirement

Key Takeaways

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

MoneyZen.com

Manisha Thakor on The Long View: Finding Your Enough

Read more from Christine Benz.

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.

2024 Biopharmaceutical Industry Landscape

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

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

How GLP-1 Drugs Like Ozempic Are Boosting Biopharma Stocks

podcast@morningstar.com (Morningstar) — Fri, 27 Sep 2024 09:00:00 +0000

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.

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.

Don't Overlook These Crucial Parts of Your Retirement Plan

Boating Season Is Over, but Don't Overlook These Recreational Vehicle Stocks

Read what our team is writing:

Karen Andersen

Follow us on social media.

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

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

How to Retire: Stay Flexible with Your Retirement Spending

podcast@morningstar.com (Morningstar) — Wed, 25 Sep 2024 09:00:00 +0000

Christine Benz, Morningstar’s director of personal finance and retirement planning, interviews financial experts about different aspects of retirement in ‘How to Retire,’ the companion podcast to her book of the same name. In this episode, Christine sits down with senior nerd at Kitces.com and assistant professor of finance Derek Tharp. They talk through how adjusting your spending throughout your retirement can enable you to spend more in the long run.

How Actual Retiree Spending Deviates from Conventional Retirement Research

Why Early Retirees Can Spend More Than the 4% Guideline

How to Adjust Your Retirement Spending Over Time

How to Get Comfortable With Variability in Retirement

How to Transition from Saving to Spending

How to Account for Long-Term Care in Your Retirement Spending Plan

Key Takeaways

Hi, I'm Christine Benz from Morningstar and welcome to the How to Retire podcast. It's a companion to my book, which is also called How to Retire. Each episode will provide a bite-sized lesson about how to do some aspect of retirement well. Today's episode will focus on how to make sure that the amount that you're spending from your portfolio is reasonable. To tackle this topic, I sat down with Derek Tharp, who is a Senior Research Nerd at Kitces.com and an Assistant Professor of Finance at the University of Southern Maine. I've loved Derek's work on how adjusting your spending in retirement can actually enable you to spend more over your lifetime. I feel like it's so practical and helpful, especially for people with tight financial plans heading into retirement.

More from Derek Tharp

Derek Tharp on The Long View: An Alternative Approach to Calculating In-Retirement Withdrawals

Kitces.com

Peer Reviewed Research

Read more from Christine Benz.

Should Your Retirement Withdrawals Mirror RMDs?

3 Tricky Decisions for Every Retirement Plan

7 Steps to Estimating Your In-Retirement Cash Flow Needs

How to Pay Yourself in Retirement

How Likely Are You to Need Long-Term Care?

Read about topics from this episode.

The Psychology of Retirement Income: From Saving to Spending

The 4% Retirement Rule Is Just a Starting Point

Watch more from How to Retire.

How to Retire: Understand the Role of Working Longer

Read what our team is writing:

Follow Christine Benz on social media.

How Much Will the Fed Cut Interest Rates?

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

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Is the Fed’s Plan to Avoid a Recession Working?

podcast@morningstar.com (Morningstar) — Fri, 20 Sep 2024 09:00:00 +0000

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.

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

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

Read what our team is writing:

Follow us on social media.

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

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

How to Retire: Understand the Role of Working Longer

podcast@morningstar.com (Morningstar) — Wed, 18 Sep 2024 09:00:00 +0000

Christine Benz, Morningstar’s director of personal finance and retirement planning, interviews financial experts about different aspects of retirement in ‘How to Retire,’ the companion podcast to her book of the same name. In this episode, Christine sits down with Yahoo Finance columnist and author Kerry Hannon to talk through the benefits of meaningful work in retirement.

Benefits of Working Past Traditional Retirement Age

What Does the Data Tell Us About People Who Work Longer?

How to Make Working Longer a Part of Your Retirement Plan

Dealing With Age Discrimination in the Workplace

How You Can ‘Ask and Address’ Your Needs in Retirement

Key Takeaways

More from Kerry Hannon

In Control at 50+: How to Succeed in the New World of Work

Yahoo Finance Column

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.

When Gauging the Impact of Geopolitical Risk on Equity Markets, Consider Their Revenue Sources

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

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Don't Overlook These Crucial Parts of Your Retirement Plan

podcast@morningstar.com (Morningstar) — Fri, 13 Sep 2024 09:00:00 +0000

Dan Lefkovitz, Morningstar Indexes strategist, explains how following the money can reveal how exposed your portfolio is to geopolitical risks. Christine Benz, Morningstar Inc director of personal finance, is the author of the new book, How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement. Benz joins Investing Insights to discuss her new book and how to avoid easy-to-miss pitfalls of retirement planning.

Is Globalization Waning?

Why the U.S., China, and Japan Are Turning to Global Income

Big Tech’s Influence on Global Revenue

How Nvidia Is Pushing the U.S. Stock Market to Be More Global

Can Elections Influence the Revenue Picture for the U.S. Equity Market?

Correlations Between Asset Classes in the U.S. and Globally

Why Market Correlations Between Emerging Markets and Developed Markets Have Not Risen

How Revenue and Correlation Data Informs Portfolio Diversification

Key Takeaway

Preview of The Week Ahead

The Goal of Christine Benz’s New Book ‘How to Retire’

How Spending Fluctuates Throughout Retirement

Why Retirees Underrate the Value of Safer Investments and Inflation Protection

The Role of Non-Portfolio Income When Structuring Retirement Portfolios

Housing in Retirement

Why Relationships are Important as We Age Towards Retirement

Read about topics from this episode.

Ian Bremmer: 4 Big Geopolitical Risks to Watch

How Did Diversified Portfolios Hold Up in 2023?

Christine Benz: 5 Things I Learned About Retirement Planning From My New Book

5 Critical Financial Steps to Take Before You Retire

Open Social Security: A free, open-source Social Security strategy calculator

What to watch from Morningstar.

Boating Season Is Over, but Don't Overlook These Recreational Vehicle Stocks

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

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

Read what our team is writing:

Follow us on social media.

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

Stalled Boat Demand Leads to Profit Pressure at Malibu Despite Innovative Product Launches

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Boating Season Is Over, but Don't Overlook These Recreational Vehicle Stocks

podcast@morningstar.com (Morningstar) — Fri, 6 Sep 2024 09:00:00 +0000

Senior equity analyst Jaime Katz with Morningstar Research Services discusses consumer demand for recreational vehicles and the impact interest rate cuts could have on the industry. She breaks down Morningstar's outlook for Polaris and Malibu Boats, two undervalued manufacturers that have long-term growth potential.

How Consumer Demand in the Recreational Vehicle Industry Has Evolved

What Factors Are Impacting Recreational Vehicle Companies?

How Interest-Rate Cuts Affect Consumer Demand for Recreational Vehicles

Is Recreational Vehicle Demand Correlated with Oil Prices?

How Wealth and Market Activity Impact Consumer Behavior

What’s Behind Polaris and Malibu Boats’ Competitive Advantage?

Polaris Stock Outlook

Malibu Boats Stock Outlook

Read about topics from this episode.

Holiday Visibility Low for Narrow-Moat Bath & Body Works as Consumers Spend With Caution

The 10 Best Companies to Invest in Now

Malibu Boats Stock

What to watch from Morningstar.

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:

Jaime Katz

Follow us on social media.

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

The Time is Right for a National Retirement Savings Plan

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

5 Ways to Improve America’s Retirement Savings

podcast@morningstar.com (Morningstar) — Fri, 30 Aug 2024 09:00:00 +0000

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.

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

Is There a Retirement Crisis?

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

How to Bridge a Retirement Shortfall

What to watch from Morningstar.

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

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

Now’s the Time to Diversify Beyond Magnificent Seven Stocks

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

Read what our team is writing:

Follow us on social media.

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

How to Find the Right Value Fund for Your Portfolio

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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

podcast@morningstar.com (Morningstar) — Fri, 23 Aug 2024 09:00:00 +0000

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

Mutual Fund Industry Outlook

How This Law Protects Investors Investing in Mutual Funds

Mutual Fund Market Timing Scandal

How Mutual Funds Can Stay Competitive to ETFs

Competition from Crypto ETFs

Are Mutual Funds a Good Investment?

Mutual Funds’ Greatest Achievement

Are Mutual Funds Here to Stay?

Top Mutual Fund Picks

Read about topics from this episode.

8 Fund Families the Mutual Fund Trading Scandal Changed Forever

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

ETFs vs. Mutual Funds: The Benefits That Really Matter

Winners and Losers In the Spot Bitcoin ETF Race

What to watch from Morningstar.

ADD NEW VIDEO

Now’s the Time to Diversify Beyond Magnificent Seven Stocks

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

Read what our team is writing:

Follow us on social media.

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

5 Steps to Spring-Cleaning Your Investment Portfolio

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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

podcast@morningstar.com (Morningstar) — Fri, 16 Aug 2024 09:00:00 +0000

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 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

Read what our team is writing:

David Swartz

Follow us on social media.

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

Subscribe to Morningstar’s ETFInvestor Newsletter.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Now’s the Time to Diversify Beyond Magnificent Seven Stocks

podcast@morningstar.com (Morningstar) — Fri, 9 Aug 2024 09:00:00 +0000

Bryan Armour, director of passive strategies research for North America for Morningstar Research Services, discusses why investors should consider diversifying beyond Magnificent Seven stocks. Sarah Hansen, Morningstar Inc markets reporter, explains what caused the sharp stock market selloff. Preston Caldwell, senior US economist for Morningstar Research Services, explores whether the Federal Reserve needs to make an emergency rate cut.

What Caused the Stock Market Selloff?

U.S. Tech Stocks and Bank of Japan Raising Interest Rates

Global Selloff and Big Tech

Should You Shift Your Portfolio Away from the Magnificent Seven Stocks?

How the Magnificent Seven’s Outperformance Affects the U.S. and Global Markets

Apple and NVIDIA: Why Their Products Are a Double-Edged Sword

What Areas of the Market Are Poised for a Rebound?

How Diversification Can Help Investors Stop Chasing the Magnificent Seven

Top ETF Picks for Portfolio Diversification

When Will the Fed Cut Interest Rates?

Will There Be an Emergency Interest Rate Cut Before the Fed’s Next Meeting?

Read about topics from this episode.

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

BOXX ETF: Cash-Like Returns Without the Tax Bill

Read what our team is writing:

Follow us on social media.

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

3 Assets That Might Not Diversify as Well as You Think

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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

podcast@morningstar.com (Morningstar) — Fri, 2 Aug 2024 09:00:00 +0000

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

Benefits of Diversifying Beyond U.S. Stocks and Bonds

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

International Stocks Correlations Have Shifted Towards U.S. Stocks

Should You Have International Stocks in Your Portfolio?

Commodities Stock Performance

What Hurdles Could Commodities Face?

Cryptocurrency's Correlation Trend and Role in Your Portfolio

What Investors Need to Know About Private Market Investing

REITs vs Overall U.S. Market

Best Diversifiers for Investors to Add to Their Portfolio

Read about topics from this episode.

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.

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.

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

Mutual Fund Managers Are Wrong More Than They’re Right

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Why Picking Top Stocks Is Not Enough

podcast@morningstar.com (Morningstar) — Fri, 26 Jul 2024 09:00:00 +0000

Jack Shannon, senior manager research analyst for Morningstar Research Services, discusses how often active fund managers succeeded in picking top stocks. He also explains whether this information can help investors find better funds.

Are Fund Managers Good at Making Big Stock Bets?

Fund Managers’ Hit Rates

Active Fund Managers’ vs. Passive Index Fund Managers’ Stock Picking Performance

How an Active Mutual Fund Can Underperform Despite Holding Winning Stocks

High Hit Rates and Topping the Index

When High Hit Rates Matter More or Less

Can Investors Set It and Forget It?

Do-it-Yourself Investors Looking for Funds with High Hit Rates

Read about topics from this episode.

Mutual Fund Manager Stock Hit Rates

Betting Big on Stocks Rarely Beats Boring Investing

10 Stocks the Best Fund Managers Have Been Buying

What to watch from Morningstar.

BOXX ETF: Cash-Like Returns Without the Tax Bill

Active ETFs: What Investors Need to Know

What a Strong Economy Now Means for the Rest of 2024

Read what our team is writing:

Follow us on social media.

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

These Stocks Are (Still) Powering the Bull Market

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Is There a New Leader in the AI Race?

podcast@morningstar.com (Morningstar) — Fri, 19 Jul 2024 09:00:00 +0000

Sarah Hansen, Morningstar Inc. markets reporter talks about what is driving the AI market rally, and what’s next for AI and the Fab Five. Sean Dunlop, a senior equity analyst for Morningstar Research Services, explains how AI can innovate the restaurant industry. Travis Miller, energy and utilities strategist for Morningstar Research Services, discusses how utilities are powering AI through data center demand.

Should the AI Market Rally Broaden Its View?

Who Is Driving the Fab Five’s Success?

Will NVIDIA Remain the Leader in the Artificial Intelligence Race?

Tech Companies Struggling to Keep Up with the Fab Five

AI Outlook

Can AI Speed Up Tech Evolution?

How Digital Adoption Can Grow Bottom Lines

Restaurant Industry Forecast for 2024

Utilities Stocks: When Will the Market Give the Sector Some Respect?

Where Do Utilities Fit Into AI Growth?

Read about topics from this episode.

AI Is Booming, but Consumer Spending Is Slowing. Which Will Prevail in the Stock Market?

Should You Buy and Hold an Artificial Intelligence Portfolio?
Which AI Stocks Are Turning Hype Into Revenue?

Utility Stocks: When Will the Market Give the Sector Some Respect?

What to watch from Morningstar.

4 Reasons Why the Stock Market Has Delivered Impressive Performance

Inherited IRA Investors Get Another Break, but the Clock Is Ticking on RMDs

Short-Term Market Volatility Could Provide Long-Term Investing Opportunities

AI Can Help Restaurants Innovate, But Will It Deliver Profits?

Read what our team is writing:

Follow us on social media.

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

This Bond ETF Promises T-Bill Returns Without Taxable Income

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

BOXX ETF: Cash-Like Returns Without the Tax Bill

podcast@morningstar.com (Morningstar) — Fri, 12 Jul 2024 09:00:00 +0000

Manager research analyst Lan Tran with Morningstar Research Services breaks down the strategy of the Alpha Architect 1-3 Month Box ETF, how investors can take advantage of what it has to offer, and whether this fund is worth the hype.

What Makes BOXX ETF Stand Out

What is a Box Spread?

Tax Advantages

Is BOXX ETF Delivering on its Promises?

Will BOXX ETF Attract Investors If Cash Yields Drop?

How Investors Can Take Advantage of BOXX ETF

Will There Be More ETFs Like BOXX?

Key Takeaways

Read about topics from this episode.

Alpha Architect 1-3 Month Box ETF

A Tax-Aware Alternative to Cash

How to Maximize the Tax Efficiency of ETFs

The Real Tax Magic of ETFs

What to watch from Morningstar.

Covered Call and Buffer ETFs: Do the Pros Outweigh the Cons?

SPY Vs VOO: Which of Warren Buffett’s Two ETFs Are a Better Bet?

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

Read what our team is writing:

Lan Anh Tran

Follow us on social media.

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

Morningstar's Guide to US Active ETFs

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Active ETFs- What Investors Need to Know

podcast@morningstar.com (Morningstar) — Fri, 28 Jun 2024 09:00:00 +0000

Morningstar Research Services’ Bryan Armour, director of passive strategies research for North America; Ryan Jackson, senior manager research analyst; and Daniel Sotiroff, senior manager research analyst discuss what’s driving the rapid of growth active ETFs and how their tax efficiency and lower costs make them an easy win for investors. The team joins host Sarah Hansen, Morningstar Inc. markets reporter, at the 2024 Morningstar Investment Conference.

Active vs Passive ETFs

What’s Driving the Growth of Active ETFs?

Why Some Active ETFs Are More Successful Than Others

Active ETFs that Managers Have Shied Away From

Who Should Invest in Active ETFs?

Misconceptions About Active ETFs

Top-Rated Active ETFs

What’s Next for Active ETFs?

Read about topics from this episode.

Active ETFs are Soaring. Should You Invest?

3 Great Active ETFs for Bond Investors

The Best Active ETFs to Buy

Here’s Why Active ETFs Are So Hot Right Now

How to Choose Great ETFs for the Long Term

What to watch from Morningstar.

4 Reasons Why the Stock Market Has Delivered Impressive Performance

Short-Term Market Volatility Could Provide Long-Term Investing Opportunities

Covered Call and Buffer ETFs: Do the Pros Outweigh the Cons?

Read what our team is writing:

Follow us on social media.

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

Subscribe to Smart Investor

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

What a Strong Economy Now Means for the Rest of 2024

podcast@morningstar.com (Morningstar) — Fri, 21 Jun 2024 09:00:00 +0000

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

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

Will the Economy Get a Soft Landing?

Nvidia is Driving the Stock Market’s Bull Run

Nvidia Stock Outlook

Why We’re Seeing More Stock Splits in 2024

New Dividends From Mega-Cap Tech Companies

What Could Provide a Lift to the Bond Market?

Why Investors Should Still Own Bonds

Key Takeaways

Read about topics from this episode.

A Cautious Fed Eyes Just One Rate Cut In 2024

These Stocks Are (Still) Powering the Bull Market

What Does Nvidia’s Stock Split Mean for Investors?

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

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

What to watch from Morningstar.

4 Reasons Why the Stock Market Has Delivered Impressive Performance

Why More Diversification Doesn’t Mean Better Returns

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

Maximize Credit Card Points for Better Trips and Rewards

Read what our team is writing:

Follow us on social media.

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

Spot Ether ETFs: Should You Invest?

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

4 Reasons Why the Stock Market Has Delivered Impressive Performance

podcast@morningstar.com (Morningstar) — Fri, 14 Jun 2024 09:00:00 +0000

Sarah Hansen, Morningstar Inc. markets reporter, discusses why the stock market is up today and what could cause it to fall. Preston Caldwell, senior US economist for Morningstar Research Services, explains why he thinks the Federal Reserve will cut interest rates more than once in 2024.

Should You Invest in Spot Ether ETFs?

Lululemon on Track Despite Slowdown in Americas

The Fed’s Inflation Outlook Is a Little Too Pessimistic

Good News from the Fed’s New Inflation Report

Will the Fed Cut Interest Rates in 2024?

How Investors Can Interpret the Fed Lifting its Long Run Interest Rate

Why Are Stocks Hitting Record Highs

How the Growing US Economy Has Supported Stocks Impressive Performance

Is Inflation Finally Trending Down Again?

Why Wall Street’s View of the Fed is Changing

Will Record Profits During Company Earnings Continue?

What Risks Could Cause the Stock Market to Fall?

Read about topics from this episode.

Lululemon Earnings: On Track to Meet Expectations Despite Slowdown In Americas

A Cautious Fed Eyes Just One Rate Cut In 2024

Why Stocks Are Hitting Record Highs—and What Could Send Them Back to Earth

What to watch from Morningstar.

Why More Diversification Doesn’t Mean Better Returns

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

Maximize Credit Card Points for Better Trips and Rewards

Inherited IRA Investors Get Another Break, but the Clock Is Ticking on RMDs

Read what our team is writing:

Follow us on social media.

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

How Did Diversified Portfolios Hold Up in 2023?

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Why More Diversification Doesn’t Mean Better Returns

podcast@morningstar.com (Morningstar) — Fri, 7 Jun 2024 09:00:00 +0000

Amy Arnott, portfolio strategist for Morningstar Inc, discusses why the classic 60/40 investment strategy beat a more diversified portfolio in 2023, and the positive that can come from interest-rate pivots.

The Benefits of Portfolio Diversification

How Does the 60/40 Portfolio Hold Up Against a Portfolio with More Asset Classes?

Why the Well-Diversified Portfolio Struggled in 2023

Is it Worth it to Invest Beyond the 60/40 Portfolio?

Why Interest Rate Pivots Are Painful and Encouraging

Is There an Interest Rate Pivot Right Now?

Do Bonds Still Provide a Diversification Benefit?

Which Bonds are the Best Portfolio Diversifiers?

The Role of Cash in an Investment Portfolio

Key Takeaways

Read about topics from this episode.

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.

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

Nvidia Earnings: AI Demand Smashes Expectations Again

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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

podcast@morningstar.com (Morningstar) — Fri, 31 May 2024 09:00:00 +0000

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.

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.

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

4 Lessons from My Credit Card Points and Miles Journey

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Maximize Credit Card Points for Better Trips and Rewards

podcast@morningstar.com (Morningstar) — Fri, 24 May 2024 09:00:00 +0000

David Harrell is the editor of Morningstar’s DividendInvestor newsletter. He’s also a miles and points enthusiast. He shares what he’s learned from his credit card points journey, including that miles and points aren’t so-called free money.

Credit Card Points

How Do Travel Credit Cards Work?

Why Did Credit Card Companies Start Offering Rewards?

Why Have Credit Card Programs Become a Part of Airlines' Business Models?

Could Credit Card Companies Pull Back on Rewards?

Surcharges with Credit Cards

What is the Cost of Points and Miles?

Should You Spend to Earn Rewards Without Paying Off Your Credit Card Bill Each Month?

Spending vs Splurging

What to Know Before Researching Credit Card Rewards

Recommendations to Maximize Credit Card Rewards

Read about topics from this episode.

Why Do I Need a Credit Card?

Best Financial-Services Companies to Own

What to watch from Morningstar.

Inherited IRA Investors Get Another Break, but the Clock Is Ticking on RMDs

Short-Term Market Volatility Could Provide Long-Term Investing Opportunities

Magnificent Seven Stocks: What’s Going on With Apple, Tesla, and Alphabet?

Covered Call and Buffer ETFs: Do the Pros Outweigh the Cons?

Read what our team is writing:

Follow us on social media.

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

Disney Earnings: Improved Streaming Results Come at the Expense of Continued Linear Weakness

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Inherited IRA Investors Get Another Break, but the Clock Is Ticking on RMDs

podcast@morningstar.com (Morningstar) — Fri, 17 May 2024 09:00:00 +0000

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.

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:

Travis Miller

Denise Appleby

Follow us on social media.

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

Apple Earnings: A Weak 2024, but Optimism for 2025

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Short-Term Market Volatility Could Provide Long-Term Investing Opportunities

podcast@morningstar.com (Morningstar) — Fri, 10 May 2024 09:00:00 +0000

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.

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.

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

Alphabet Shares Surge on Strong Earnings, Dividend Surprise

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Magnificent Seven Stocks: What’s Going on With Apple, Tesla, and Alphabet?

podcast@morningstar.com (Morningstar) — Fri, 3 May 2024 09:00:00 +0000

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.

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

Read what our team is writing:

Follow us on social media.

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

An Investing Guide for Every Life Stage

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Covered Call and Buffer ETFs: Do the Pros Outweigh the Cons?

podcast@morningstar.com (Morningstar) — Fri, 26 Apr 2024 09:00:00 +0000

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.

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

Read what our team is writing:

Follow us on social media.

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

Tesla: Staff Reduction Confirms Our View of Focus on Profits In 2024

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Make These Investing Moves Now for a Better Tax Day in 2025

podcast@morningstar.com (Morningstar) — Fri, 19 Apr 2024 09:00:00 +0000

Sheryl Rowling, editorial director for financial advice for Morningstar Inc, talks about four strategies to practice tax-efficient investing all year. Morningstar Sustainalytics’ director of stewardship Jackie Cook discusses three climate change resolutions this proxy-voting season, including one on Bank of America’s ballot.

Tesla Appears It’s Focusing on Profits

JPMorgan Chase Keeps Outlook Steady

Climate Change Resolutions During Proxy-Voting Season

Tax-Efficient Investing: 4 Moves to Make Now

Read about topics from this episode.

JPMorgan Earnings: Bumper Profits Driven by Strong Net Interest Income and Trading Revenue

4 Climate Votes That Matter in This Year’s Proxy-Voting Season

What to watch from Morningstar.

3 Cheap Stocks to Watch in the Fight Over Sports Streaming

New Dividend Stocks: Can Meta and Salesforce Help Revive the Classic Strategy?

Read what our team is writing:

Jackie Cook

Sheryl Rowling

Follow us on social media.

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

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

LinkedIn:

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

3 Cheap Stocks to Watch in the Fight Over Sports Streaming

podcast@morningstar.com (Morningstar) — Fri, 12 Apr 2024 09:00:00 +0000

Matthew Dolgin, senior equity analyst for Morningstar Research Services, talks about why companies are focusing on sports streaming as competition heats up. Plus, the path they could take to improve their financial situations.

Netflix’s Dominance

Disney, Fox, and Warner Bros. Discovery’s New Sports-Focused Streaming Service

How Companies Can Expand into Streaming

The Role of Sports in Streaming

NBA TV Deal

Why are Apple and Amazon Tough Competitors?

Streaming Services With Compelling Growth Stories

Streaming Company Stock Picks

Read about topics from this episode.

Morningstar Magazine

Paramount and Warner Bros. Discovery: Uncertainty Surrounds Customer Choices for Streaming

Disney Earnings: Lots of Good, Especially for the Flashy Metrics, but Underlying Issues Remain

Netflix Earnings: Performance and Outlook Impressive, but Subscriber Growth Should Moderate

What to watch from Morningstar.

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:

Matthew Dolgin

Follow us on social media.

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

What Makes a Great Dividend Fund?

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

How to Find a Great Dividend Fund

podcast@morningstar.com (Morningstar) — Fri, 5 Apr 2024 09:00:00 +0000

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.

3 Great International Dividend ETFs for 2024

The Best Dividend Funds

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?

Read what our team is writing:

Todd Trubey

Follow us on social media.

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

Six Retirement Withdrawal Strategies that Stretch Savings

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The 4% Retirement Rule is Just a Starting Point

podcast@morningstar.com (Morningstar) — Fri, 29 Mar 2024 09:00:00 +0000

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.

Morningstar’s Retirement Income Research: Reevaluating the 4% Withdrawal Rule

The Good News on Safe Withdrawal Rates

The Best Flexible Strategies for Retirement Income

What to watch from Morningstar.

New Dividend Stocks: Can Meta and Salesforce Help Revive the Classic Strategy?

Self-Made Millionaire Tori Dunlap Embraces Mission to Make Women Rich

What’s Surprising Some Retirees About Their Social Security Benefits?

SPY Vs VOO: Which of Warren Buffett’s Two ETFs Are a Better Bet?

Read what our team is writing:

John Rekenthaler

Follow us on social media.

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

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

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

New Dividend Stocks: Can Meta and Salesforce Help Revive the Classic Strategy?

podcast@morningstar.com (Morningstar) — Fri, 22 Mar 2024 09:00:00 +0000

David Harrell, editor of Morningstar DividendInvestor newsletter, explains why some income-focused investors may skip adding two new dividend stocks, Meta and Salesforce, to their portfolios. Preston Caldwell, senior US economist for Morningstar Research Services, talks about why he expects more rate cuts than the Federal Reserve’s projections.

Adobe’s Strong Q1 & Disappointing Forecast

Do Salesforce and Meta Pay Dividends?

Meta and Salesforce New Dividends

What Can Meta and Salesforce Shareholders Expect?

Will Meta and Salesforce Diversify the Pool of Dividend-Paying Stocks?

Mega-Cap Stocks and Dividend Investing

Why We Think 5 Interest-Rate Cuts Are Coming in 2024

Will Interest Rates Drop in 2024?

When Will the Fed First Cut Interest Rates?

Federal Reserve’s Longer-Term Outlook

Read about topics from this episode.

What Stock Investors Need to Know About Meta’s New Dividend

Salesforce Earnings: Firm Declares a Dividend

Fed on Track for June Rate Cuts and More

What to watch from Morningstar.

What’s Surprising Some Retirees About Their Social Security Benefits?

SPY Vs VOO: Which of Warren Buffett’s Two ETFs Are a Better Bet?

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

Read what our team is writing:

Follow us on social media.

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

The C-Suite Gender Pay Gap Persists. It’s Not About Pay Discrimination.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Self-Made Millionaire Tori Dunlap Embraces Mission to Make Women Rich

podcast@morningstar.com (Morningstar) — Fri, 15 Mar 2024 09:00:00 +0000

Tori Dunlap, the author of Financial Feminist, talks about why women should stop feeling guilty about their spending and why they should keep their finances separate from their partner’s.

Her First $100K

Loud Budgeting

Why We Spend and How to Not Feel Guilty About It

Should You Rent or Buy a Home?

Women’s Economic Empowerment

Financial Education as Protest

Making More Women Rich

How to Be Fearless When It Comes to Money

Read about topics from this episode.

Women Get Less Support Than Men For Key Board Roles

The Percentage of Female Fund Managers Is Almost Exactly Where It Was 20 Years Ago

What to watch from Morningstar.

What’s Surprising Some Retirees About Their Social Security Benefits?

SPY Vs VOO: Which of Warren Buffett’s Two ETFs Are a Better Bet?

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

Read what our team is writing:

Follow us on social media.

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

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

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

What’s Surprising Some Retirees About Their Social Security Benefits?

podcast@morningstar.com (Morningstar) — Fri, 8 Mar 2024 10:00:00 +0000

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/

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

SPY Vs VOO: Which of Warren Buffett’s Two ETFs Are a Better Bet?

podcast@morningstar.com (Morningstar) — Fri, 1 Mar 2024 10:00:00 +0000

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

Walmart’s Q4 Exceeded Expectations

Nvidia’s Stellar Quarter and AI Demand

Home Depot Felt Macro Pressures in Q4

Berkshire Hathaway Releases Its 13F

SPY and VOO

People and Process Pillar Ratings

Why Does Vanguard Have a Better Rating?

Structural Differences Between SPY and VOO

Outlook for Vanguard in 2024

Vanguard’s 2024 International Business Outlook

Advice in 2024

Read about topics from this episode.

Nvidia Earnings: Revenue Boom Fuels AI Hype

Home Depot Earnings: Prudently Navigating Macro Pressures With Strategic Execution

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

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

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

What to watch from Morningstar.

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

Read what our team is writing:

Follow us on social media.

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

How to Invest Better With Bonds

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

How to Get the Most Out of Your Bond Investments

podcast@morningstar.com (Morningstar) — Fri, 23 Feb 2024 10:00:00 +0000

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.

3 Bond Funds for All Yield Seasons

The Best Bond ETFs

What to watch from Morningstar.

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

Read what our team is writing:

Maciej Kowara

Alec Lucas

Follow us on social media.

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

Disney Earnings: Lots of Good, Especially for the Flashy Metrics, but Underlying Issues Remain

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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

podcast@morningstar.com (Morningstar) — Fri, 16 Feb 2024 10:00:00 +0000

Noah Rohr, equity analyst for Morningstar Research Services, explains how Walmart’s stock split will work, and what he’s looking for in the retailer’s earnings report. Sylvester Flood, senior product manager for Morningstar Inc, tells Ruth Saldanha, editorial manager for Morningstar Research Inc, why the demand for spot bitcoin ETFs is expected to grow.

Disney’s Climbing Margins in Q1

Ford’s Cutting Costs After UAW Strike

CVS 2024 Outlook Trimmed

Walmart Stock Split

Why Is Walmart Splitting Its Stock?

Will This Stock Split Help Investors?

What to Look for in Walmart’s Earnings

Walmart Stock

Spot Bitcoin ETFs

How Much Money Went Into The Spot Bitcoin ETF Launch?

ETF Flows

How to Calculate ETF Flow Numbers

New Net Money vs. Flow from One ETF to Another

‘Easy Button’ for Advisors Investing in Bitcoin

Read about topics from this episode.

Ford Earnings: Pricing Eases UAW Strike Damage

CVS Earnings: Outlook Trimmed Due to Elevated Medical Utilization In Medicare Advantage Business

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

Spot Bitcoin ETFs Are Here. Should You Invest?

What to watch from Morningstar.

Read what our team is writing:

Noah Rohr

Follow us on social media.

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

Meta Earnings: Strong Ad Growth, First Dividend Supercharge Stock Price

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Should You Bet on Online Gambling Stocks Now?

podcast@morningstar.com (Morningstar) — Fri, 9 Feb 2024 10:00:00 +0000

Dan Wasiolek, a senior equity analyst for Morningstar Research Services, discusses the exciting opportunity to invest in gambling stocks. Larry Swedroe, author and Morningstar contributor, explains why chasing market performance and factoring in political beliefs into investing decisions can cost investors.

Meta’s First Dividend

Boeing on Pause for Quality Control

Novo Nordisk’s Strong Sales in Q4

The Gaming Industry and Online Gambling

Flutter on the NYSE

FanDuel vs. DraftKings

Online Sports Betting

Gambling Stocks

3 Investing Lessons Investors Can Start Practicing Today

Don’t Go Chasing Market Performance

Why Do We Diversify?

Do Your Political Beliefs Influence How You Invest?

Read about topics from this episode.

Boeing Earnings: Quality Puts a Pause on 737 MAX Expansion

Novo Nordisk Earnings: Strong Outlook Supported by Expanding Pipeline

DraftKings Earnings: Robust Sales and Profit Outlook Dealt as Platform Wins With Customers

12 Lessons the Market Taught Investors in 2023

What to watch from Morningstar.

AI Can Help Restaurants Innovate, But Will It Deliver Profits?

Read what our team is writing:

Dan Wasiolek

Larry Swedroe

Follow us on social media.

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

Tesla Earnings: Slower Growth Expected in 2024

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

When Will the Fed Finally Cut Rates?

podcast@morningstar.com (Morningstar) — Fri, 2 Feb 2024 10:00:00 +0000

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.

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?

What to watch from Morningstar.

AI Can Help Restaurants Innovate, But Will It Deliver Profits?

Betting Big on Stocks Rarely Beats Boring Investing

Read what our team is writing:

Zachary Evens

Follow us on social media.

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

Taiwan Semiconductor Earnings: Upbeat Guidance and Lower 2024 Capital Expenditure Encouraging

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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

podcast@morningstar.com (Morningstar) — Fri, 26 Jan 2024 10:00:00 +0000

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.

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.

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:

John Rekenthaler

Nicolas Owens

Follow us on social media.

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

BlackRock Earnings: GIP Acquisition Provides a Boost to Improving AUM Growth Forecast

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Why Now Is the Time for Value Investing

podcast@morningstar.com (Morningstar) — Fri, 19 Jan 2024 10:00:00 +0000

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.

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.

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

Toast Earnings: Shares Fall on Lofty Expectations and Slowing Restaurant Sales and Are Now Cheap

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

AI Can Help Restaurants Innovate, But Will It Deliver Profits?

podcast@morningstar.com (Morningstar) — Fri, 12 Jan 2024 10:00:00 +0000

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.

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?

Make the Most of Your HSA Benefits and Investments in 2024

Read what our team is writing:

Sean Dunlop, CFA

Follow us on social media.

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

The Best and Worst Mutual Fund Bets of the Past 25 Years

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Betting Big on Stocks Rarely Beats Boring Investing

podcast@morningstar.com (Morningstar) — Fri, 5 Jan 2024 10:00:00 +0000

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.

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?

Make the Most of Your HSA Benefits and Investments in 2024

Read what our team is writing:

Follow us on social media.

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

Fed Inches Closer to 2024 Rate Cuts

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

5 Pieces of Good News for Investors as 2023 Wraps Up

podcast@morningstar.com (Morningstar) — Fri, 22 Dec 2023 10:00:00 +0000

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.

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?

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.

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

Instacart: Market Dominance at Risk With Heightened Competition

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Charlie Munger, Warren Buffett Built Berkshire Hathaway to Thrive After They’re Gone

podcast@morningstar.com (Morningstar) — Fri, 15 Dec 2023 10:00:00 +0000

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.

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?

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:

Greggory Warren

Follow us on social media.

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

Salesforce Earnings: MuleSoft Shines In Another Overall Good Quarter

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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

podcast@morningstar.com (Morningstar) — Fri, 8 Dec 2023 10:00:00 +0000

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

Timestamps:

Salesforce’s Strong Quarter

Intuit’s Solid Top and Bottom Lines

Snowflake’s Mixed Quarter Results

What is Driving Interest in Active ETFs?

Why Are There Such High ETF Flows?

Are Active Investors Leaving Mutual Funds for Active ETFs?

Advantages of Active ETFs

Disadvantages of Active ETFs

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

3 ETFs That Benefit From Higher Interest Rates

Read about topics from this episode.

Intuit Inc

Snowflake Earnings: Long-Term Upside Is Far From Melting

Here’s Why Active ETFs Are So Hot Right Now

What to watch from Morningstar.

Make the Most of Your HSA Benefits and Investments in 2024

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

Higher Bond Yields and Interest Rates Are Here to Stay

Read what our team is writing:

Follow us on social media.

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

Nvidia Earnings: Predictably Outstanding Results; Strong Forward Guidance

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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

podcast@morningstar.com (Morningstar) — Fri, 1 Dec 2023 10:00:00 +0000

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.

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

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

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

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

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

What to watch from Morningstar.

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

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

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

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

Read what our team is writing:

Leslie Norton

Adam Fleck

Follow us on social media.

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

What Happens to Your HSA in Retirement?

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Make the Most of Your HSA Benefits and Investments in 2024

podcast@morningstar.com (Morningstar) — Fri, 24 Nov 2023 10:00:00 +0000

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 Can My HSA Be Used For?

Can You Save Too Much in a Health Savings Account?

The Best HSA Providers of 2023

What to watch from Morningstar.

New iShares Target-Date ETFs Provide Different Retirement Saving Path

5 Scary Stocks for You to Avoid This Halloween

Navigating Medicare Open Enrollment for 2024

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

Read what our team is writing:

Greg Carlson

Follow us on social media.

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

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

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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

podcast@morningstar.com (Morningstar) — Fri, 17 Nov 2023 10:00:00 +0000

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

Uber’s Profit and Demand Cruised Ahead

Roblox Reported Rise in Global Growth

Kellanova Benefitted From Higher Prices

Holiday Travel Season and North American Airlines

How Southwest Airlines is Preparing for the Holidays

What We Can Expect From Travel Demand and Ticket Prices

Will a Low-Cost Airline Fail in 2024?

Travel Stocks to Consider This Holiday Season

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

Read about topics from this episode.

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

Kellanova Co

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

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

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

Why We Expect Inflation to Fall in 2024

What to watch from Morningstar.

Higher Bond Yields and Interest Rates Are Here to Stay

New iShares Target-Date ETFs Provide Different Retirement Saving Path

5 Scary Stocks for You to Avoid This Halloween

Navigating Medicare Open Enrollment for 2024

Read what our team is writing:

Nicolas Owens

Follow us on social media.

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

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

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Higher Bond Yields and Interest Rates Are Here to Stay

podcast@morningstar.com (Morningstar) — Fri, 10 Nov 2023 10:00:00 +0000

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

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

New iShares Target-Date ETFs Provide Different Retirement Saving Path

podcast@morningstar.com (Morningstar) — Fri, 3 Nov 2023 09:00:00 +0000

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

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.

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

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

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

5 Scary Stocks for You to Avoid This Halloween

podcast@morningstar.com (Morningstar) — Fri, 27 Oct 2023 09:00:00 +0000

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

Tesla’s Q3 Took a Hit

Netflix’s Strong Subscriber Growth

United Airlines Predicts Airline Industry Changes

5 Scary Stocks

What Makes These Stocks So Scary?

What If You Own Scary Stocks The Year of Tech

Supply Chain and XPO Stock

Advertising and Content Tech

Education Sector in China

The Most Overvalued Stock

How Often Investors Should Check on Stocks in Their Portfolios

What’s Going on in the Banking Sector?

Big and Regional Banks Q3 Earnings

What is Net Interest Income?

Regulatory Risk and Interest Rate Risk

Bank Stock Picks

Read about topics from this episode.

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

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

2 Big Tech Stocks to Buy

Q4 Stock Market Outlook: Equities Undervalued After Retreat

What Rising Bond Yields Mean for Q3 Bank Earnings

What to watch from Morningstar.

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

TikTok: Risky Tax Advice and Supersize Valuations

Payment Pause Ends: Student Loan Expert Shares Repayment Tips

Read what our team is writing:

Follow us on social media.

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

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

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Navigating Medicare Open Enrollment for 2024

podcast@morningstar.com (Morningstar) — Fri, 20 Oct 2023 09:00:00 +0000

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

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

itigroup Q3 Earnings Crushed Estimates

Strong Travel Demand Lifted Delta’s Q3 Earnings

Social Security and Medicare in 2024

The New Social Security COLA

2024 COLA and Retiree’s Budgets

Traditional Medicare vs. Medicare Advantage

Will Medicare Prescription Drug Prices Fall?

Actively-Managed Funds vs. Passive Index Funds

What Drove the Active Fund Rebound?

Active Fund Managers’ Outperformance

How to Choose a Winning Active Fund

Read about topics from this episode.

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

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

Should You Delay Taking Social Security Benefits?

Social Security for Beginners, Part I

2024 Medicare Parts A & B Premiums and Deductibles

Actively Managed Funds Surprise in Market Rebound

Large-Growth Active Fund Managers Have Faced an Uphill Battle

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

What to watch from Morningstar.

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

TikTok: Risky Tax Advice and Supersize Valuations

Payment Pause Ends: Student Loan Expert Shares Repayment Tips

Read what our team is writing:

Follow us on social media.

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

Morningstar's U.S. Fund Fee Study

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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

podcast@morningstar.com (Morningstar) — Fri, 13 Oct 2023 09:00:00 +0000

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.

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

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.

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

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

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

TikTok: Risky Tax Advice and Supersize Valuations

podcast@morningstar.com (Morningstar) — Fri, 6 Oct 2023 09:00:00 +0000

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

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.

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

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

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Payment Pause Ends: Student Loan Expert Shares Repayment Tips

podcast@morningstar.com (Morningstar) — Fri, 29 Sep 2023 09:00:00 +0000

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.

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.

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.

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

https://www.morningstar.com/articles/1180281/smucker-price-paid-for-hostess-looks-fair-but-past-execution-mistakes-worry-investors

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

UAW Strike Raises Investor Risks

Fri, 22 Sep 2023 09:00:00 +0000

Also, why Morningstar thinks the Federal Reserve will cut interest rates earlier than projected.

Dave Whiston, U.S. autos equity analyst for Morningstar Research Services, says the demands from the UAW strike could bankrupt the Big Three automakers.

Apple’s Innovation in Q3

Smucker’s is Growing Its Snacking Portfolio

Morningstar Expects More Deals from Disney

An Unprecedented UAW Strike

What are the UAW Strike Counteroffers?

Advantages and Disadvantages of a Standup Strike

Would Meeting the Strike’s Demands Make the Big Three Automakers Less Competitive?

UAW Strike Risks to Investors

15:54 Ford and GM Stocks

17:21 We Expect Faster Pace of Interest-Rate Cuts Than the Fed

Read about topics from this episode.

Disney and Charter: A New Carriage Agreement Points to Improved Content Strategies https://www.morningstar.com/articles/1180340/disney-and-charter-a-new-carriage-agreement-points-to-improved-content-strategies

Qualcomm: Supply Agreement With Apple Doesn’t Alter Our Long-Term Valuation https://www.morningstar.com/articles/1180169/qualcomm-supply-agreement-with-apple-doesnt-alter-our-long-term-valuation

Smucker: Price Paid for Hostess Looks Fair, but Past Execution Mistakes Worry Investors

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.

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

The Best Robo-Advisors of 2023

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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

podcast@morningstar.com (Morningstar) — Fri, 15 Sep 2023 09:00:00 +0000

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.

What Is a Robo-Advisor?

Should You Be Using a Robo-Advisor?

Are Robo-Advisors Worth Your Investment?

What to watch from Morningstar.

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

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

Economy Outshines ‘Uneventful Earnings'

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

Read what our team is writing:

Amy C. Arnott

Gabriel Denis

Follow us on social media.

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

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

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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

podcast@morningstar.com (Host: Ruth Saldanha) — Fri, 8 Sep 2023 09:00:00 +0000

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.

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

Read what our team is writing:

Follow us on social media.

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

Birkenstock IPO: Will Investors Find the Price Uncomfortable?

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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

podcast@morningstar.com (Guest: Russ Kinnel, Host: Ivanna Hampton) — Fri, 1 Sep 2023 09:00:00 +0000

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.

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

Read what our team is writing:

Follow us on social media.

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

July Jobs Report Suggests Economy on Track for ‘Immaculate Disinflation’

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Economy Outshines ‘Uneventful Earnings’

podcast@morningstar.com (Morningstar) — Fri, 25 Aug 2023 09:00:00 +0000

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.

Markets Brief: Is the Stock Rally Broadening?

July CPI Report Cements Improved Inflation Picture

5 Stocks To Buy as Q2 Earnings Season Wraps Up

The Stock Market Is Now Fairly Valued. Here’s What to Do Next.

Subscribe to Smart Investor! [IH1]

What to watch from Morningstar.

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

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

Read what our team is writing:

Follow us on social media.

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

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

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

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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

podcast@morningstar.com (Morningstar) — Thu, 17 Aug 2023 09:00:00 +0000

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.

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.

Nasdaq 100 Rebalance: What It Means for Your Portfolio

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

Read what our team is writing:

Dan Romanoff

Follow us on social media.

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

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

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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

podcast@morningstar.com (Dan Romanoff, Host: Ivanna Hampton) — Thu, 10 Aug 2023 09:00:00 +0000

: 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.

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.

Nasdaq 100 Rebalance: What It Means for Your Portfolio

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

Read what our team is writing:

Dan Romanoff

Follow us on social media.

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

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

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Interest-Rate Forecast: What’s Next?

podcast@morningstar.com (Morningstar) — Fri, 4 Aug 2023 09:00:00 +0000

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.

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

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.

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.

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

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

LinkedIn:

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

What To Do With Your Cash Right Now

podcast@morningstar.com (Morningstar) — Fri, 28 Jul 2023 09:00:00 +0000

In today’s episode, Madeline Hume, a NEXT senior research analyst for Morningstar Research Services, talks about how high cash rates will affect bonds.

Netflix Surpassed Expectations

United Airlines Q2 Results Soared

PNC Projected Slower Growth

Inflation, Cash, and Bonds

Bond Outlook 2023

Why Should Investors Consider Bonds?

Opportunity Costs of Holding Money in Bond Funds

Income In Investor’s Portfolio

5 Surprising Investments That Shouldn’t Be Long-Term Core Holdings

Read about topics from this episode.

Netflix Earnings: Solid Results as Paid Sharing Boosts Subscriber Growth

United Airlines Earnings: Robust Q2, but Costs Rising on Upgrades and New Labor Agreements

PNC Earnings: Funding Pressure Remains, but Smaller Changes to Outlook\

Is It Time to Break Up With the Bonds in Your Portfolio?

What Role Should Cash Play in Your Portfolio?

What to watch from Morningstar.

Nasdaq 100 Rebalance: What It Means for Your Portfolio

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

Firing Your Financial Advisor? When To Stay, When To Go

Midyear Market News: 'Unusual' Stock Rally and Today’s Sticky Inflation

Read what our team is writing:

Follow us on social media.

Ruth Saldanha on Twitter: @karishmaruth

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

JPMorgan Earnings: Revenue Outlook Increased Again as Higher Rates Boost Net Interest Income

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Nasdaq 100 Rebalance: What It Means for Your Portfolio

podcast@morningstar.com (Morningstar) — Fri, 21 Jul 2023 17:56:02 +0000

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.

Meta Platforms: An Impressive Start for Threads, but Questions Remain

Uber: Strong Network Effect Has Brought Domino’s Onboard

What the Nasdaq 100 Rebalance Means for ETF and Index Fund Investors

7 Charts on U.S. Fund Flows in the First Half of 2023

ETFs Close Mild First Half with an Exclamation Point

Choosing a Better Index ETF

What to watch from Morningstar.

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

Firing Your Financial Advisor? When To Stay, When To Go

Spot Hidden Crypto Stocks and Funds in Your Portfolio

Midyear Market News: 'Unusual' Stock Rally and Today’s Sticky Inflation

Read what our team is writing:

Follow us on social media.

Ivanna Hampton on Twitter: @IvannaHampton

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

Firing Your Financial Advisor? When To Stay, When To Go

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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

podcast@morningstar.com (Samantha Lamas, Danielle Labotka, Host: Ivanna Hampton) — Fri, 14 Jul 2023 09:00:00 +0000

In today’s episode, Morningstar Inc’s Dr. Danielle Labotka, behavioral scientist, and Sam Lamas, senior behavioral researcher, explore the emotions around asking for help with money.

How Many People in the U.S. Work with Financial Advisors?

Financial Need and Financial Advisors

Most Common Reasons for Hiring a Financial Advisor

Behavioral Coaching

What If It’s Not a Match?

What Should You Ask Yourself Before Hiring an Advisor?

Read about topics from this episode.

Spot Hidden Crypto Stocks and Funds in Your Portfolio

Why Advisors Shouldn’t Worry About Losing Trust During Market Volatility

More Investing Tools Won’t Solve All Your Problems

What to watch from Morningstar.

Firing Your Financial Advisor? When To Stay, When To Go

Midyear Market News: 'Unusual' Stock Rally and Today’s Sticky Inflation

Turning a ‘Hard No’ Into Financial Freedom

Read what our team is writing:

Danielle Labotka

Samantha Lamas

Follow us on social media.

Ivanna Hampton on Twitter: @IvannaHampton

Samantha Lamas on Twitter: @SamanthaLamas4

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

Why Do Investors ‘Break Up’ With Their Financial Advisor?

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Firing Your Financial Advisor? When To Stay, When To Go

podcast@morningstar.com (Morningstar) — Fri, 7 Jul 2023 09:00:00 +0000

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 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:

Danielle Labotka

Samantha Lamas

Follow us on social media.

Ivanna Hampton on Twitter: @IvannaHampton

Samantha Lamas on Twitter: @SamanthaLamas4

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

The Crypto ETP Market in 6 Charts

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Spot Hidden Crypto Stocks and Funds in Your Portfolio

podcast@morningstar.com (Morningstar) — Fri, 30 Jun 2023 09:00:00 +0000

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.

Uncovering the Hidden Crypto Exposures in Your Investment Portfolio

Are Crypto ETFs Coming?

What High Inflation Means for Your Portfolio

What to watch from Morningstar.

Midyear Market News: 'Unusual' Stock Rally and Today’s Sticky Inflation

Turning a ‘Hard No’ Into Financial Freedom

Gain From the Weight-Loss Trend With These Stocks

Double Trouble: How the Dot-Com and Tech Bubbles Compare

Read what our team is writing:

Manan Agarwal

Follow us on social media.

Ivanna Hampton on Twitter: @IvannaHampton

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

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Midyear Market News: 'Unusual' Stock Rally and Today’s Sticky Inflation

podcast@morningstar.com (Ivanna Hampton, Tom Lauricella) — Fri, 23 Jun 2023 09:00:00 +0000

In today’s episode, Tom Lauricella, Morningstar Inc’s chief markets editor and Smart Investor newsletter editor, talks about the hype versus reality in the AI boom and the optimism about a soft landing.

Timestamps

00:00 Introduction

00:31 The Fed Holds Rates Steady

01:39 Bank Failures

02:31 Jerome Powell’s Thoughts On Inflation

03:26 Outlook For Interest Rate Cuts

04:25 Are We in a Bull Market?

05:20 Concentrated Stock Markets

07:08 AI and the Stock Market Rally

08:13 Look Under the AI Hood

09:04 Bonds in 2023

10:24 Bond Investors Looking for High Yields

11:35 Market Takeaways for 2023

Read about topics from this episode.

May CPI Report Suggests Inflation Is Turning a Corner https://www.morningstar.com/markets/may-cpi-report-suggests-inflation-is-turning-corner

Strong May Jobs Report Shows Any Recession is Still Out on the Horizon https://www.morningstar.com/markets/strong-may-jobs-report-shows-any-recession-is-still-out-horizon

Fed Meeting Preview: Will Powell Unveil a Rate-Hike Pause or a ‘Skip’? https://www.morningstar.com/markets/fed-meeting-preview-will-powell-unveil-rate-hike-pause-or-skip

U.S. Stock Market Outlook: June 2023 https://www.morningstar.com/markets/us-stock-market-outlook-june-2023

5 Charts On the Super Concentrated Stock Market https://www.morningstar.com/markets/5-charts-about-super-concentrated-stock-market

What Is Bitcoin Worth? https://www.morningstar.com/alternative-investments/what-is-bitcoin-worth

BlackRock’s Rieder: Grab High Yields on Super-Safe Bonds While You Can https://www.morningstar.com/markets/blackrocks-rieder-grab-high-yields-super-safe-bonds-while-you-can

Regulatory Limbo Likely for Coinbase as SEC Brings Charges https://www.morningstar.com/stocks/sec-brings-charges-against-coinbase

What to watch from Morningstar.

Gain From the Weight-Loss Trend With These Stocks https://youtu.be/MwxQTNZ2L5w

Double Trouble: How the Dot-Com and Tech Bubbles Compare https://youtu.be/4_mP4nftQss

What to Do as Recession Fears Grip Investors https://youtu.be/F-hCrdpxWKI

Just Where’s the U.S. Economy Headed? https://youtu.be/IiZGjhUcPoE

Read what our team is writing:

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

Tom Lauricella https://www.morningstar.com/authors/1953/tom-lauricella

Follow us on social media.

Ivanna Hampton on Twitter: @IvannaHampton

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

How to Have More Productive Conversations About Money

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Turning a ‘Hard No’ Into Financial Freedom

Fri, 16 Jun 2023 09:00:00 +0000

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.

Can You Retire Soon?

How to Find Funds That Address Systemic Racism and the Wealth Gap

11 Charts Examining the Racial Wealth Gap

How to Achieve Black Generational Wealth

What to watch from Morningstar.

Gain From the Weight-Loss Trend With These Stocks

Double Trouble: How the Dot-Com and Tech Bubbles Compare

What to Do as Recession Fears Grip Investors

Read what our team is writing:

Follow us on social media.

Ivanna Hampton on Twitter: @IvannaHampton

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

Salesforce Earnings: Margins Shine As New Signs of Pressure Remove Some Luster

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Gain From the Weight-Loss Trend With These Stocks

Fri, 9 Jun 2023 09:00:00 +0000

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.

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

Read what our team is writing:

Follow us on social media.

Ruth Saldanha on Twitter: @karishmaruth

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

For Growth Managers, History Repeats Itself

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Double Trouble: How the Dot-Com and Tech Bubbles Compare

podcast@morningstar.com (Host: Ivanna Hampton, Guest: Jack Shannon) — Fri, 2 Jun 2023 09:00:00 +0000

In today’s episode, Jack Shannon, equities strategies senior analyst for Morningstar Research Services, talks about why active fund managers seemed to repeat the same mistakes.

Why did you decide to analyze these two investing periods?
Examples of the market chasing companies pursuing growth at any cost
What do you think drove active fund managers to snap up growth stocks as valuations skyrocketed?
How can individual investors spot a bubble?
Tech Bubble damage
What surprised you when you compared the Dot-Com and Tech Bubbles?
How did the interest rate environments play a role?

Read about topics from this episode.

Want to Invest Successfully? Quit Trying to Make Sense of It

What to watch from Morningstar.

What to Do as Recession Fears Grip Investors

Read what our team is writing:

Follow us on social media.

Ivanna Hampton on Twitter: @IvannaHampton

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

Walmart Earnings: Solid Sales as Chain Benefits from Consumers’ Focus on Value

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

What to Do as Recession Fears Grip Investors

Fri, 26 May 2023 09:00:00 +0000

In today’s episode, Mark Miller, a Morningstar contributor, and author of “Retirement Reboot,” discusses the debate over whether HSAs are the right path to expand affordable healthcare.

Home Depot Gets Hit

Investors Should Wait on Target

Walmart Wows in Economic Environment

Shopping for a 529 Plan?

HSA Boost in 2024

New HSA Contributions

HSAs May Work Best as Tax Shelters

Using HSAs in New Ways

Paths to Healthcare Coverage

How To Recession-Proof Your Portfolio

Read about topics from this episode.

Target Earnings: Theft, Mix Weigh on Earnings, but Distribution Improvements Should Help in Long Term

Home Depot Earnings: Tough Macro Environment Weighs on Sales Momentum

529 Tax Benefits: How Does Your State Stack Up?

HSAs May Work Best as Tax Shelters

What’s the Best-Performing Asset Type During a Recession?

What to watch from Morningstar.

Morningstar Investment Conference: Recession Risks and the Markets

Read what our team is writing:

Follow us on social media.

Ivanna Hampton on Twitter: @IvannaHampton

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

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

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Just Where’s the U.S. Economy Headed?

Fri, 19 May 2023 09:00:00 +0000

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

Introduction

Disney’s Disappointing Fiscal Q2

PayPal Strong Start to 2023

Shopify’s Stellar Quarter

Talk about where it looks like inflation is headed. -

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

What's happening in the jobs market?

What is the debt ceiling and how does it work?

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

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

3 Inflation-Fighting ETFs

Read about topics from this episode.

PayPal Earnings: Growth Picks Up, Strong Margin Improvement

Shopify Earnings: Strong Results as Revenue and Profitability Top Expectations

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

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

What to watch from Morningstar.

Morningstar Investment Conference: Recession Risks and the Markets

Planning to Retire Soon? Flexibility and Spending Count

Read what our team is writing:

Follow us on social media.

Ivanna Hampton on Twitter: @IvannaHampton

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

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

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Active ETFs Take Off –– 3 Ideas for Investors

Fri, 12 May 2023 09:00:00 +0000

In today’s episode, Bryan Armour, director of passive strategies research for North America for Morningstar Research Services, discusses what costs can tell investors about a fund’s success.

Introduction
Apple outperforms in iPhone and services
SoFi Technolgies benefit from more deposits and rising interest rates
Ford's first-quarter earnings beat estimates
Coinbase’s losses narrow
The Active ETF boom & 3 investment ideas
Best Practices for Tax-Efficient Portfolio Management

Read about topics from this episode.

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.

Morningstar Investment Conference: Recession Risks and the Markets

Planning to Retire Soon? Flexibility and Spending Count

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

Read what our team is writing:

Follow us on social media.

Ivanna Hampton on Twitter: @IvannaHampton

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

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

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Berkshire Hathaway: 4 Questions and 5 Cheap Stocks

podcast@morningstar.com (Ivanna Hampton, Gregg Warren, Russ Kinnel) — Fri, 5 May 2023 10:00:00 +0000

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.

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:

Greggory Warren

Follow us on social media.

Ivanna Hampton on Twitter: @IvannaHampton

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

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Morningstar Investment Conference: Recession Risks and the Markets

podcast@morningstar.com (Ivanna Hampton) — Fri, 28 Apr 2023 09:00:00 +0000

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.

Climate Tech Opportunities Attract Investors

Should You Be Worried About the Health of Social Security?

Don’t Fight the Fed

Social Security Planning for Married Couples

What’s Ahead for Vanguard in 2023

7 Cheap EV Supply Chain Stocks

What’s Ahead for BlackRock in 2023

What to watch from Morningstar.

Planning to Retire Soon? Flexibility and Spending Count

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

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

Read what our team is writing:

Follow us on social media.

Russel Kinnel on Twitter: @RussKinnel

Ivanna Hampton on Twitter: @IvannaHampton

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

JPMorgan Beats Earnings, Grows Deposits, and Raises Revenue Outlook.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Planning to Retire Soon? Flexibility and Spending Count

Fri, 21 Apr 2023 09:00:00 +0000

In today’s episode, Leslie Norton, Morningstar Inc’s editorial director for sustainability, talks about Earth Day 2023 and sustainable investing.

JPMorgan Chase’s Profits Look Strong
Delta’s Soaring Operating Costs
Warner Bros. Releasing “Max”
Investment in Climate Tech
The Inflation Reduction Act and Greenhouse Gas Emissions
Carbon Tech’s Record-Breaking Year
Tough Market Climate for Climate Tech
What Should Investors Know About Sustainable Investing and Earth Day?
Earth Day 2023 coverage on Morningstar.com
Can You Retire Soon?

Read about topics from this episode.

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

Why the Nasdaq 100 Isn’t a Particularly Good Investment

Read what our team is writing:

Leslie Norton

Follow us on social media.

Leslie Norton on Twitter: @leslienortonnyc

Ivanna Hampton on Twitter: @IvannaHampton

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

4 Auto Stocks to Buy in 2023

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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

podcast@morningstar.com (Ivanna Hampton, David Whiston) — Fri, 14 Apr 2023 09:00:00 +0000

In this two-part episode, Dave Whiston, U.S. autos equity analyst for Morningstar Research Services, discusses the industry’s outlook and two cheap stocks.

Reasons to be optimistic about U.S. auto demand
How are automakers going to convince people to buy or lease a new car?
Will the trend of new car loan terms stretching out continue?
Why drivers are now favoring crossovers and SUVs over sedans
Tesla vs. GM electric vehicles
GM is calling itself an auto tech company
Cheap Auto Stock Picks

Read about topics from this episode.

5 ESG Risks and 5 Bargains in Auto Stocks

Is Tesla Stock a Buy or Sell Right Now?

What to watch from Morningstar.

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

Why the Nasdaq 100 Isn’t a Particularly Good Investment

Read what our team is writing:

David Whiston

Follow us on social media.

Ivanna Hampton on Twitter: @IvannaHampton

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

4 Auto Stocks to Buy in 2023

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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

podcast@morningstar.com (Ivanna Hampton, David Whiston) — Fri, 7 Apr 2023 09:00:00 +0000

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

How to Navigate a Recession

What to watch from Morningstar.

Why the Nasdaq 100 Isn’t a Particularly Good Investment

Is Berkshire Hathaway Stock a Buy After Rocky Results?

Read what our team is writing:

David Whiston

Follow us on social media.

Ivanna Hampton on Twitter: @IvannaHampton

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

Short-Seller Hindenburg Claims Block’s Cash App Is Built on Fraud

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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

Fri, 31 Mar 2023 09:00:00 +0000

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.

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

Is Berkshire Hathaway Stock a Buy After Rocky Results?

Read what our team is writing:

Megan Pacholok

Jason Kephart

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/

T-Mobile Takes a Small Strategic Threat off the Table by Buying Mint

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Why the Nasdaq 100 Isn’t a Particularly Good Investment

podcast@morningstar.com (Ruth Saldanha, Christine Benz, Ryan Jackson) — Fri, 24 Mar 2023 09:00:00 +0000

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.

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:

Utilities Suddenly a Growth Sector?

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

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Why the Banking Crisis Is a Big Deal

podcast@morningstar.com (Ivanna Hampton, Travis Miller, Tom Lauricella) — Fri, 17 Mar 2023 09:00:00 +0000

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. 

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. 

Is Berkshire Hathaway Stock a Buy After Rocky Results?

Should You Fund Your 401(k) First or Your IRA?

With IRA Deadline Looming, Don’t Make These Mistakes 

Read what our team is writing: 

Travis Miller

https://www.morningstar.com/stocks/xnas/avgo/quote

Damien Conover 

David Swartz

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/    

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Where to Invest: Stocks or CDs?

Fri, 10 Mar 2023 10:00:00 +0000

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

Costco’s Resilience Proves Its Ongoing Relevance and Brand Strength; Shares Fairly Valued

https://www.morningstar.com/stocks/xnas/cost/quote

Eli Lilly’s Insulin Price Cut Should Address Government’s Critical Eye; but no Impact on FVE

https://www.morningstar.com/stocks/xnys/lly/quote

3 Stocks That Stress Equal Pay as We Observe International Women’s Day

https://www.morningstar.com/articles/1141925/3-stocks-that-stress-equal-pay-as-we-observe-international-womens-day

Read what our team is writing:

Allie McCallion https://www.morningstar.com/authors/2642/allie-mccallion

Charity Blue https://www.morningstar.com/authors/2662/charity-blue

Christine Benz  https://www.morningstar.com/authors/30/christine-benz

Susan Dziubinski https://www.morningstar.com/authors/12/susan-dziubinski

Follow us on social media.

Ivanna Hampton on Twitter: @ivannahampton 

Christine Benz on Twitter: @Christine_Benz 

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

Twitter: https://twitter.com/MorningstarInc    

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

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

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Is Berkshire Hathaway Stock a Buy After Rocky Results?

podcast@morningstar.com (Ivanna Hampton, Christine Benz, Jakir Hossain) — Fri, 3 Mar 2023 10:00:00 +0000

In today’s episode, Jakir Hossain, a data journalist for Morningstar Inc., talks about the AI-powered chatbot, ChatGPT, and where to look for AI investing opportunities.

Timestamps

00:06 Introduction

00:31 Berkshire Hathaway’s rocky results

01:24 Domino’s trims sales growth outlook

02:20 Intel cuts quarterly dividend

03:53 What ChatGPT is and how does it work?

04:39 What do Morningstar analysts say about how Google and Microsoft are planning to use chatbots?

06:17 Companies like Salesforce and Adobe, they're also using AI. Can you describe how they're doing it?

08:13 Artificial intelligence has been around for some time. What are some thoughts within Morningstar about this new phase of AI??

09:34 What do Morningstar analysts say about how to take advantage of AI technology right now?

13:14 How IRA Investors Can Avoid the 'Procrastination Penalty’

Read about topics from this episode.

Berkshire Hathaway Shows Solid Operating Results Offsetting Unrealized Losses From Investments

Intel’s Dividend Cut Frees Up Cash, but Execution Risk Remains Palpable

How to Invest in the Right AI Stocks

How IRA Investors Can Avoid the ‘Procrastination Penalty’

What to watch from Morningstar.

Should You Fund Your 401(k) First or Your IRA?

With IRA Deadline Looming, Don’t Make These Mistakes 

Could Meta Make a Comeback?

How Secure Act. 2.0 Changes RMD Rules 

Read what our team is writing:

Jakir Hossain

Follow us on social media.

Ivanna Hampton on Twitter: @ivannahampton

Jakir Hossain on Twitter: @JakirMHossain

Christine Benz on Twitter: @Christine_Benz

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

Twitter: https://twitter.com/MorningstarInc   

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

Kraft Heinz’s Top Line Soars on the Heels of Renewed Commitment to Brand Spending; Shares a Bargain

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Should You Fund Your 401(k) First or Your IRA?

Fri, 24 Feb 2023 10:00:00 +0000

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.

Roku Posts Strong End to 2022, but Weak Ad Revenue Market Will Hurt 2023 Top-Line Growth

Is Cisco Stock a Buy Today?

Will Other Funds Adopt Vanguard’s Unique ETF/Mutual Fund Structure?

How to Make the Most of Your Retirement Accounts

What to watch from Morningstar.

With IRA Deadline Looming, Don’t Make These Mistakes

Could Meta Make a Comeback?

How Secure Act. 2.0 Changes RMD Rules

Should You Buy a House Right Now?

Read what our team is writing:

Follow us on social media. 

Ruth Saldanha on Twitter: @KarishmaRuth

Daniel Sotiroff on Twitter: @DanielSotiroff

Christine Benz on Twitter: @Christine_Benz 

Twitter: https://twitter.com/MorningstarInc  

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

Disney Reports Decent Earnings With Iger Already Reapplying His Stamp

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

With IRA Deadline Looming, Don't Make These Mistakes

podcast@morningstar.com (Morningstar) — Fri, 17 Feb 2023 10:00:00 +0000

In today’s episode, Keith Reid-Cleveland, an editor at Morningstar Inc., discusses Morningstar’s research on the racial wealth gap and a proposal to help close it known as baby bonds.

Timestamps

00:06 Introduction
00:36 Disney CEO Bob Iger Plans to Cut Billions
01:49 Uber’s Total Revenue Soars
02:39 PayPal Faces Tough Environment
03:34 AbbVie’s Long-Term Outlook
04:36 America’s Racial Wealth Gap and How to Shrink It
04:59 What has research shown about wage disparities when households are compared?
05:49 How are savings rates affected?
06:29 What’s the impact on building a nest egg?
06:59 What are some thoughts on building financial security through homeownership?
08:00 How could baby bonds help close the racial wealth gap?
09:15 6 IRA Mistakes to Avoid

Read about topics from this episode.

Uber Reports Impressive Q4; Strong 2023 Growth Expected

PayPal Remains a Unique Player in Payments

AbbVie Posts Solid Q4, but Competitive Pressures to Limit Long-Term Growth

11 Charts Examining Racial Wealth Gap

What to watch from Morningstar.

Could Meta Make a Comeback?

How Secure Act 2.0 Changes RMD Rules

Should You Buy a House Right Now?

Big Banks Bracing for a Recession

Read what our team is writing:

Keith Reid-Cleveland

Follow us on social media.

Ivanna Hampton on Twitter: @IvannaHampton 

Christine Benz on Twitter: @Christine_Benz 

Twitter: https://twitter.com/MorningstarInc  

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

Meta’s Q4 Earnings Beat Expectations; Growth Likely to Return in the Second Half

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Could Meta Make a Comeback?

podcast@morningstar.com (Ivanna Hampton, David Harrell, Bryan Armour) — Fri, 10 Feb 2023 10:00:00 +0000

In today’s episode, Bryan Armour, director of passive strategies research for North America at Morningstar Research Services, talks about how SPDR S&P 500 ETF Trust—or SPY—revolutionized investing.

00:06 Introduction

00:38 Meta’s earnings beat expectations

01:53 Amazon tightens its belt

03:05 Pfizer posts record revenue for 2022

03:59 McDonald’s strong customer traffic offsets margins

05:07 SPY ETF celebrates 30th anniversary

05:36 What is an ETF?

06:18 How did index funds’ popularity help ETFs?

07:31 How has the ETF market evolved to include active ETFs?

08:38 Where does the ETF market stand today?

09:49 What's made SPY in particular so successful since its debut?

12:23 What do you think the future holds for SPY?

13:45 SPY holds the title as the world's largest ETF, but it's not the world's first, right?

14:36 3 Dividend Stocks for February 2023

Read about topics from this episode.

Amazon Q4 Sales Up, Earnings Drop on Lower Customer Spending

Pfizer Reports Solid Q4 Earnings But Offers Weaker Outlook

McDonald’s Margin Compression Sinks Shares After Q4 Results, but Long-Term Narrative Intact

How the World’s Largest ETFs Changed Financial Markets

3 Dividend Stocks for February 2023

What to watch from Morningstar.

How Secure Act 2.0 Changes RMD Rules

Should You Buy a House Right Now?

Big Banks Bracing for a Recession

Create a New Financial Plan For the New Year: Part 2

Read what our team is writing.

Follow us on social media.

Ivanna Hampton on Twitter: @IvannaHampton 

David Harrell on Twitter: @davidharrell

Twitter: https://twitter.com/MorningstarInc  

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

Resilient Azure Helps Microsoft Drive Solid Results; Macro Drives Lower Outlook; FVE Cut to $310

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

How Secure Act 2.0 Changes RMD Rules

podcast@morningstar.com (Morningstar) — Fri, 3 Feb 2023 10:00:00 +0000

In today’s episode, Dan Wasiolek, Morningstar Research Services’ senior equity analyst, discusses Morningstar’s travel outlook and cheap travel stocks.

00:06 Introduction

00:38 Long-term outlook on Microsoft

01:34 Tesla calls 2022 “best year ever”

02:40 Southwest takes $800M hit

03:31 Morningstar’s travel outlook and stock picks

10:02 New Rules for IRA Distributions

Read about topics from this episode.

Tesla Posts Solid Earnings, Reports Strong Orders to Start 2023

Southwest Reports Q4 Net Loss Due to December Operational Issue; We See Improving Margins Ahead

New Expense Management Survey From Center Reveals Uptick in Travel Spend Among SMEs Despite Inflation and Recession Concerns

Can the Travel Industry’s Recovery Continue?

3 Notable Changes in Secure Act 2.0 for Advisors

What to watch from Morningstar.

Should You Buy a House Right Now? https://youtu.be/8QBdK6pDAN4

Big Banks Bracing for a Recession https://youtu.be/Q3PSWIW73ME

Stock and Bond Markets’ Wild Ride in 2022 https://youtu.be/jbdn2aKt-2c

Create a New Financial Plan for the New Year: Park 2 https://youtu.be/uhulskyWqQE

Read what our team is writing.

Seth Goldstein

Dan Wasiolek

Follow us on social media.

Christine Benz on Twitter: @Christine_Benz

Seth Goldstein on Twitter: @SethGMStar1

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

Raising Apple Stock’s Fair Value Estimate to $150

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Should You Buy a House Right Now?

Fri, 27 Jan 2023 10:00:00 +0000

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.

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...  

Trian Opens Proxy Fight With Disney; We Believe Peltz Could Add Value as a Board Member

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Big Banks Bracing for a Recession

Fri, 20 Jan 2023 10:00:00 +0000

In today’s episode, Eric Compton, a strategist with Morningstar Research Services, talks about banks saving for an economic downtown and where investors could find opportunities.

00:06 Intro

00:36 Disney Proxy Fight

01:48 Hanesbrands closes Q4 with positive news

02:38 Coinbase plans layoffs

03:46 What do JPMorgan, Bank of America, Citigroup and Wells Fargo's results tell us?

05:57 How do their current actions compare to what they've done before previous recessions?

08:00 How could a recession affect banks in the short term and the long term?

10:30 What's going on with Wells Fargo?

12:39 Citigroup is also in a turnaround mode. What's the upside and the downside from their fourth quarter?

15:05 If investors are looking for opportunities among the Big Four that we discussed today, what would you recommend?

18:00 The Best 529 Plans of 2023

Read about topics from this episode.

Coinbase to Lay Off More Workers in Second Round of Cuts

Hanesbrands Alleviates Some Concerns by Reaching Modest Q4 Expectations; Shares Very Undervalued

JPMorgan, Wells Fargo, Bank of America and Citi Beat Earnings Expectations, but Worries About Headwinds Remain

Wells Fargo’s 2023 Outlook Shows That the Net Interest Income Boom May Be Over

Bank of America Beats Fourth-Quarter Earnings; Net Interest Income Outlook is Disappointing

Solid Q4 Results for Citigroup; Stock Remains Most Undervalued Among Banks

Solid Q4 2022 Earnings for JPMorgan; 2023 Outlook Is Good

What to watch from Morningstar.

Create a New Financial Plan for the New Year: Part One

Create a New Financial Plan for the New Year: Part Two

Stock and Bond Markets’ Wild Ride in 2022

RMD Sticker Shock? How to Ease Your Tax Burden

Read what our team is writing.

Eric Compton

Follow us on social media.

Ivanna Hampton on Twitter: @IvannaHampton

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

Hate Budgeting? Try Rethinking It.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Create a New Financial Plan for the New Year: Part 2

podcast@morningstar.com (Ivanna Hampton, Sarah Newcomb) — Fri, 13 Jan 2023 10:00:00 +0000

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.

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.

Retiring Soon? Make Sure to Check Your Asset Allocation

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

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

Hate Budgeting? Try Rethinking It.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Create a New Financial Plan For the New Year: Part 1

podcast@morningstar.com (Ivanna Hampton, Sarah Newcomb) — Fri, 6 Jan 2023 10:00:00 +0000

In this two-part episode, Sarah Newcomb, director of financial psychology for Morningstar Inc, explains how to rethink budgeting, overcome overspending, and stop fighting about money.

00:04 Introduction

00:43 Financial advice tends to tell people to break down their budgets into “wants versus needs”. What are your thoughts on this concept?

02:55 How should we think about our needs? What should we include? (basic categories from Maslow: survival, security, love and belonging, esteem, and meaning)

04:04 You’ve written that “our wants point to needs.” Can you explain that?

05:14 How should we rethink budgeting if we don’t follow needs versus wants?

08:04 What are some ways to identify possible strategies to meet a need and save money?

08:53 We know now how to meet our needs through strategies. What should people do if they tend to overspend?

11:01 How do we identify the emotion that’s driving the urge to spend too much?

12:14 Now, that the emotion is known, what do we do next?

Read about topics from this episode.

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.

Retiring Soon? Make Sure to Check Your Asset Allocation

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

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

A New Crisis: What’s Happened in Crypto Now?

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stock and Bond Markets’ Wild Ride in 2022

podcast@morningstar.com (Ivanna Hampton, Tom Lauricella) — Fri, 23 Dec 2022 10:00:00 +0000

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.

4 Lessons From Crypto’s Implosion

5 Charts on Big Tech Stocks’ Collapse

The Worst Bond Market Ever

Where to Invest in Bonds in 2023

The Fed and Markets Have Different Outlooks. Which One Will be Right?

Fed Raises Rates Again, With a Focus on Talking Tough

What to watch from Morningstar.

RMD Sticker Shock? How to Ease Your Tax Burden

Retiring Soon? Make Sure to Check Your Asset Allocation

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

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

Microsoft Stock Attractive Whether or Not Activision Deal Goes Through

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

RMD Sticker Shock? How to Ease Your Tax Burden

Fri, 16 Dec 2022 10:00:00 +0000

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.

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.

Retiring Soon? Make Sure to Check Your Asset Allocation

Read what our team is writing:

Alyssa Stankiewicz

Megan Pacholok

Follow us on social media.

Ivanna Hampton on Twitter: @IvannaHampton

Christine Benz on Twitter: @Christine_Benz

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

Which Retail Stocks Are Well-Positioned for 2022 Holiday Sales?

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Top Retail Stocks on Sale This Holiday Season

Fri, 9 Dec 2022 10:00:00 +0000

In today’s episode, Dave Sekera, chief U.S. markets strategist for Morningstar Research Services, reveals which stocks investors could snap up for a bargain this holiday season.

00:45 Tesla begins delivering its semi-trucks.

01:51 Kroger rang up solid third-quarter earnings despite high inflation

02:36 Ulta Beauty continued its hot streak in the third quarter.

03:56 Dave, total modified retail sales growth was in the double-digits last year. Describe what modified retail sales growth is. What’s Morningstar’s outlook for this year?

05:34 Let’s turn to online shopping. Some big e-commerce names have seen their stock prices plunge this year. Where should investors look for a deal?

06:51 How does the brick-and-mortar retailers’ story this year compare to last year?

07:34 Where are the deals among these stocks?

09:25 Toys and video games stock pick ideas.

10:29 Stocks that Look Cheap

11:45 3 Ways to Manage Capital Gains Distributions in 2022

Read about topics from this episode.

Tesla: Stock of the Week

What You Need to Know About Capital Gains Distributions

What to watch from Morningstar.

Retiring Soon? Make Sure to Check Your Asset Allocation

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

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

5 Takeaways From Berkshire Hathaway’s 2021 Shareholder Letter

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Should You Buy Dividend Stocks in a Recession?

Fri, 2 Dec 2022 10:00:00 +0000

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.

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

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

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

Is It Too Late to Inflation-Proof Your Portfolio?

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Retiring Soon? Make Sure to Check Your Asset Allocation

podcast@morningstar.com (Morningstar) — Fri, 25 Nov 2022 10:00:00 +0000

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

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.

What to Buy or Skip: I Bonds, Apple, Amazon, or Meta

Where to Park Your Cash and Find Recession-Resistant Stocks

Markets are Undervalued, and We Highlight Some Cheap Stocks!

Read what our team is writing:

Chritine Benz

Follow us on social media.

Ivanna Hampton on Twitter: @IvannaHampton

Christine Benz on Twitter: @Christine_Benz

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

Disney Posts Mixed Earnings With Streaming Subscriber Growth, Record Parks Revenue But Widening Direct to Consumer Losses

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Rising Interest Rates Make Bond Ladder ETFs More Appealing

Fri, 18 Nov 2022 10:00:00 +0000

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

An Update on I Bond Yield

Your Inflation Toolkit

A Down-Market Survival Guide for Your 20s, 30s, and 40s

TIPS Versus I Bonds

What to watch from Morningstar.

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:

Chritine Benz

Saraja Samant

Follow us on social media.

Ivanna Hampton on Twitter: @IvannaHampton

Christine Benz on Twitter: @Christine_Benz

Saraja Samant on LinkedIn: https://www.linkedin.com/in/saraja-samant-280993/

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

What Could the Midterm Election Results Mean for the Stock Market?

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cheap Stocks For You to Consider

Fri, 11 Nov 2022 10:00:00 +0000

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.

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

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

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

What to Buy or Skip: I Bonds, Apple, Amazon, or Meta

podcast@morningstar.com (Ivanna Hampton, Christine Benz, Katherine Lynch) — Fri, 4 Nov 2022 09:00:00 +0000

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

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

What Investors Should Know About Behavioral Tricks in Financial Products

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Buy an Annuity Now? And How to Spot Financial Tricks Online

Fri, 28 Oct 2022 09:00:00 +0000

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 Tesla Stock’s 50% Decline Means for the Market

Is AT&T Stock a Buy Ahead of Earnings?

Snap Earnings Disappoint for Third Consecutive Quarter

Your Guide to Annuities

Understanding the 4 Key Annuities Types

Read what our team is writing:

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

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

10 Stocks for a Recession

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Where to Park Your Cash and Find Recession-Resistant Stocks

Fri, 21 Oct 2022 09:00:00 +0000

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

3 Recession-Resistant Stocks

What Is a Recession?

Read what our team is writing:

Follow us on social media.

Ivanna Hampton on Twitter: @IvannaHampton

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

A Down-Market Survival Guide for Pre-Retirees

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Markets are Undervalued, and We Highlight Some Cheap Stocks!

Fri, 14 Oct 2022 09:00:00 +0000

Retirement plans across the country may finally be getting serious about adding more annuity options for their subscribers. But is this product good for you? Spencer Look explains.

Investing Insights is a mix of market news, insights from analysts, and personal finance tips.

Timestamps

0:06 Introduction

0:30 Norwegian Cruise Line Sails Through a Rough Quarter

1:27 How Can Investors Cope With Fear?

2:18 AMD Dipped In Q3

3:19 Does Your Retirement Plan Need More Annuity Options?

3:45 What’s The Biggest Determinant of the Right Lifetime Income Strategy?

5:02 Which Investors Do Not Gain Value from Annuities?

6:34 Who Benefits From Annuities?

7:33 What Should Investors Do if They Benefit from Annuities?

9:09 Where To Invest Your Money In Q4 2022

Companies mentioned in this episode.

Norwegian Cruise Line Holdings Ltd (NCLH); Advanced Micro Devices Inc (AMD); Nvidia (NVDA); Intel Corp (INTC); Micron Technology Inc (MU); Zoetis Inc (ZTS); Zimmer Biomet Holdings Inc (ZBH); Illumina Inc (ILMN)

Read about topics from this episode.

Fear Itself

AMD Stock Is a Bargain

Your Guide to Annuities

Is an Annuity Right for You?

Utilities Brighten Under Cloud of Recession, but Future Dim at Lofty Valuations

As Pendulum Swings, Stocks Go From Overvalued to Undervalued

3 Lessons for Investors From the Third Quarter

What a Strong U.S. Dollar Means for Investors

What's Next for the Stock Market?

Read what our team is writing:

Follow us on social media.

Ruth Saldanha on Twitter: @KarishmaRuth

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

Trimming Tesla Fair Value Estimate to $250 Following Lower Q3 Deliveries

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

We Examine Tesla's Stock and the Risks of a Strong Dollar

Fri, 7 Oct 2022 09:00:00 +0000

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.

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.

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

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

Is Your Smartphone Hurting Your Portfolio Performance?

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

When's the Best Time for a Roth IRA Conversion?

podcast@morningstar.com (Ivanna Hampton, Neil Macker, Christine Benz) — Fri, 30 Sep 2022 09:00:00 +0000

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.

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.

Retiring in a Down Market? Consider These Strategies

Is the Time Right for Roth Conversions?

FedEx Issues Earnings Warning on Worsening Economic Outlook

Why Is Ford Stock So Cheap?

Which Funds Have Recently Bought or Sold Netflix?

The Thrill of the Trade

Follow us on social media.

Ivanna Hampton on Twitter: @ivannahampton

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

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

LinkedIn:

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Will Investors Ready, Set, Go for the Porsche IPO?

podcast@morningstar.com (Morningstar) — Fri, 23 Sep 2022 09:00:00 +0000

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.

Timestamps

0:06 Introduction

0:49 Volkswagen’s IPO looks good, but we have concerns over the timing.

2:06 Adobe is acquiring new design software

3:26 New lower fair value estimate for Compass Minerals’ stock

4:34 Why investors trade and how it can be dangerous to their portfolios.

6:12 What is driving the continued durability of utilities?

7:32 Is there room for utilities companies to grow?

10:21 Utilities stock picks

11:41 Retiring in a Down Market? Consider These Strategies

Companies mentioned in this episode.

Volkswagen AG (VLKAF); Adobe Inc (ADBE); Compass Minerals International Inc (CMP); NiSource Inc (NI) andDominion Energy Inc (D)

Read about topics from this episode.

Retiring in a Down Market? Consider These Strategies

Will Porsche’s Stock IPO Be as Popular as Its Sports Cars?

Volkswagen Announces Pricing of 25% Equity Stake Sale in Porsche

Why We Trade

The Tragic Irony of Overconfidence in Investing

The Inflation Reduction Act Is Spurring Interest in Clean Energy and Climate-Conscious Investing

Investing in Climate Action: 2 Renewable Energy Stocks to Consider

Why Are Utility Stocks Doing So Well?

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

High Inflation Shifts Focus to the Expected Federal Reserve Interest-Rate Hike

podcast@morningstar.com (Morningstar) — Fri, 16 Sep 2022 09:00:00 +0000

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.

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

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/

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

New iPhone Can't Make Apple's Stock Shine

podcast@morningstar.com (Morningstar) — Fri, 9 Sep 2022 09:00:00 +0000

Investing Insights has a new look and host! We’re bringing you a mix of market news, insights from analysts, and personal finance tips. In today’s episode, Abhinav Davuluri, a sector strategist for Morningstar Research Services, talks about Apple’s iPhone 14 launch and the unexpected news that Apple will keep prices the same as last year. We look at the latest jobs report and find good news for investors.

We want to hear what you think about the new format. Let us know at podcast@morningstar.com.

Timestamps

0:00 Introduction

0:45 Morningstar headlines

3:37 Apple keeps iPhone 14 prices the same as last year’s model

7:00 Should investors buy Apple stock?

8:07 Stock picks within the tech industry

10:11 Good reasons to overhaul a portfolio

Companies mentioned in this episode.

Starbucks (SBUX); Broadcom (AVGO); VMware (VMW); Apple (AAPL); Advanced Micro Devices (AMD); NVIDIA (NVDA); and ASML Holding (ASML)

Read about topics from this episode.

Why There is Good News for Investors in the Jobs Report by Lauren Solberg and Preston Caldwell

Starbucks Names Outsider Laxman Narasimhan as New CEO by Sean Dunlop

Broadcom’s Rosy Q4 Outlook Bucks Recent Cautious Commentary From Peers; Stock Undervalued by Abhinav Davuluri

Apple’s Modest iPhone 14 Upgrades Seen Leading to Modest iPhone Growth in Fiscal 2023 by Abhinav Davuluri

Nvidia Near-Term Headwinds Don’t Discourage Positive Long-Term Outlook by Abhinav Davuluri

Ivanna Hampton on Twitter: @ivannahampton

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

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Beware of Buying Low in a Bear Market

podcast@morningstar.com (David Sekera, Ivanna Hampton) — Fri, 2 Sep 2022 09:00:00 +0000

Investing Insights has a new look and host! We’re bringing you a mix of market news, insights from analysts, and personal finance tips. In today’s episode, we’re examining whether buying low could hurt your portfolio in a bear market. This earnings season is close to wrapping up. Dave Sekera, chief U.S. market strategist for Morningstar Research Services, discusses the key takeaways, what he thinks is ahead, and reaction to Federal Reserve Chairman Jerome Powell’s speech on inflation.

We want to hear what you think about the new format? Let us know at podcast@morningstar.com.

0:00 Introduction

0:35 Morningstar headlines

4:18 Earnings season’s key takeaways

6:26 Reaction to Fed Chair Jerome Powell’s inflation speech in Jackson Hole, Wyoming

9:50 Stock picks among lithium producers, specialty chemical makers, auto parts manufacturers, and cybersecurity companies

13:24 3 high-quality stocks investors should consider

Companies mentioned in this episode.

Gap (GPS); VMware (VMW); Lithium Americas (LAC); Albemarle (ALB); Livent (LTHM);DuPont de Nemours (DD); Eastman Chemical (EMN); BorgWarner (BWA); Okta (OKTA); Fortinet (FTNT); Zscaler (ZS); Equifax (EFX); Salesforce (CRM); and Zimmer Biomet (ZBH)

Read about topics from this episode.

Why Buying the Dips Could Hurt Your Portfolio in a Bear Market by Sandy Ward

Strong U.S. Dollar a Headwind to Earnings Growth by Dave Sekera

Top Stock Picks Among Lithium Producers by Seth Goldstein

5 Undervalued Cybersecurity Stocks by Dave Sekera

Why We Expect the Fed to Cut Interest Rates in 2023 by Preston Caldwell

Dave Sekera on Twitter: @MstarMarkets

Ivanna Hampton on Twitter: @ivannahampton

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