Morningstar stamps what it thinks about a fund’s future with this Medalist Rating. You’ve probably seen a star with the word Gold, Silver, or Bronze next to a fund you were researching on Morningstar.com. This represents the fund’s Morningstar Medalist Rating. The manager research team recently reworked and simplified how they judge funds to create a simpler process for investors to understand. The new methodology also brings more transparency and stability. Some funds’ ratings rose, while others fell or held steady. What were the key factors that led to the upgrades and downgrades, and which funds gained or lost status? Morningstar Senior Principal of Ratings Russ Kinnel was in a room where it happened. Russ, who is also the editor of Morningstar FundInvestor, is here to talk about it. How Morningstar’s New Medalist Rating Methodology Affects 11 of America’s Largest Funds On this episode: 00:00:00 Welcome 00:01:33 Why Morningstar refreshed its Medalist Rating methodology 00:02:43 How the new criteria evaluate active and passive funds 00:03:07 Rating changes across fund categories and equity style boxes 00:04:09 Fidelity Contrafund, Pimco Income, and Vanguard Total Stock Market Index reviewed 00:06:25 Upgrades for target date, bank loan, and allocation funds 00:08:44 High fees trigger downgrades for some funds   Watch more from Morningstar: Will Vacation Inflation Affect Your Summer Travel? Here’s What to Know https://www.morningstar.com/stocks/will-vacation-inflation-affect-your-summer-travel-heres-what-know Bond ETF Flows Just Flipped. Here’s What It Means for You https://www.morningstar.com/bonds/bond-etf-flows-just-flipped-heres-what-it-means-you How Big Tech’s Bond Spree and Rising US Debt Are Creating Risks and Opportunities https://www.morningstar.com/bonds/how-big-techs-bond-spree-rising-us-debt-are-creating-risks-opportunities   Follow Morningstar on social: Facebook https://www.facebook.com/MorningstarInc/ X https://x.com/MorningstarInc 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.

Macroeconomic conditions are squeezing US airlines and travelers just in time for the summer travel season.  Higher fuel costs due to the conflict in the Middle East are pushing up ticket prices. The latest Consumer Price Index report showed fares rose by about 3% in April. Meanwhile, choices for cheap seats decreased when Spirit Airlines went out of business in May. The ultra low-cost carrier blamed soaring energy prices. What does this uptick in energy inflation mean for airlines’ profits and travelers’ wallets?   Nic Owens is an equity analyst for Morningstar and covers the North American airlines. April CPI Report Shows Inflation Broadening As Energy Spike Impact Spreads On this episode: 00:00:00 Welcome 00:01:21 Energy prices and airline profit outlooks 00:02:40 How this summer's travel demand stacks up  00:04:01 Which Big Four airlines are most and least vulnerable  00:05:44 Who will compete for Spirit's former customers 00:07:00 Tips for travelers   00:08:51 What Morningstar’s analyst thinks about airline stocks Watch more from Morningstar: Bond ETF Flows Just Flipped. Here's What It Means for You How Big Tech's Bond Spree and Rising US Debt Are Creating Risks and Opportunities 10 Exceptional Stocks With Double-Digit Dividend Raises   Follow Morningstar on social: Facebook https://www.facebook.com/MorningstarInc/ X https://x.com/MorningstarInc 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.

ltrashort bond funds are experiencing highs and lows this year.    They racked up a record $24 billion monthly inflow in March. But their fortunes reversed in April. Investors yanked out $1.6 billion. It was the biggest monthly outflow for the category in about two years. Ultrashort bond funds and similar fixed-income investments attract investors seeking a safe haven. They also generate cash and help moderate portfolio risks. So why are investors leaving now? What should you know before adding them to your portfolio?    Morningstar’s ETFInvestor newsletter editor Dan Sotiroff is here to answer that.  And the associate director of US passive strategies research will reveal which shorter-term bond ETFs have high ratings from Morningstar.   Subscribe to Morningstar Investor Newsletters https://newsletters.morningstar.com/   On this episode: 00:00:00 Welcome 00:01:33 Three types of shorter-term bonds explained 00:03:54 Comparison to money market funds and CDs 00:07:05 Why investor poured into funds before reversing course  00:08:34 Who else are these suited for beyond income investors 00:11:11 Top-rated ultrashort and short-term bond ETFs 00:13:22 Top-rated short-term government bond ETFs 00:14:09 Takeaway for income investors   Watch more from Morningstar: How Big Tech’s Bond Spree and Rising US Debt Are Creating Risks and Opportunities 10 Exceptional Stocks With Double-Digit Dividend Raises Investors May Be Ignoring Big Market Disruptions. Is There Risk to the Rebuff?   Follow Morningstar on social: Facebook https://www.facebook.com/MorningstarInc/ X https://x.com/MorningstarInc 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.

Is a global debt emergency on the horizon?   Big Tech’s bond-issuing spree is helping to pay for its massive artificial intelligence buildout. And it’s not expected to slow down this year.  Meanwhile, the US federal deficit has swelled to about $39 trillion, according to the US Treasury Department. That’s raising red flags about the potential impact on the Treasuries market. Government and corporate debt are growing but for different reasons. How should investors think about it?   Dominic Pappalardo is the chief multi-asset strategist for Morningstar Wealth. It’s part of registered investment advisor, Morningstar Investment Management.     Why Bonds Still Have Long-Term Appeal Despite Recent Wobbles     On this episode: 00:00:00 Welcome 00:01:29 Big Tech's AI bond-issuing spree explained 00:03:51 What's driving the US federal deficit higher 00:06:04 Calls to prepare for a bond market emergency  00:07:38 Government vs. corporate debt key differences 00:08:45 Potential risks lurking in today's bond market 00:10:33 Bond portfolio opportunities and investor takeaways   Watch more from Morningstar: 10 Exceptional Stocks With Double-Digit Dividend Raises Investors May Be Ignoring Big Market Disruptions. Is There Risk to the Rebuff? Vanguard Wrote the Playbook for Success. Now, It Must Evolve to Stay on Top   Follow Morningstar on social: Facebook https://www.facebook.com/MorningstarInc/ X https://x.com/MorningstarInc 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.

A rare group of dividend-paying stocks are standing out for their exceptional qualities. They’ve racked up five straight years of dividend growth of 10% or more. And they’ve passed several rigorous checks. Morningstar’s DividendInvestor newsletter editor David Harrell dug into the data to identify this year’s class of Dividend Growers. Subscribe to Morningstar’s DividendInvestor newsletter.  On this episode: 00:00:00 Welcome 00:01:08 Dividend Growers qualifications and key caveats 00:03:17 How the 2026 Dividend Growers list changed from last year 00:04:11 Meet the three newcomers: Intuit, Motorola Solutions, and TJX 00:05:43 Near-miss stocks and why the group’s average yields run higher 00:08:19 Who dividend growth stocks suit 00:11:13 Which 2026 Dividend Growers look undervalued now   Watch more from Morningstar: Investors May Be Ignoring Big Market Disruptions. Is There Risk to the Rebuff? Vanguard Wrote the Playbook for Success. Now, It Must Evolve to Stay on Top Vanguard Is Entering a New Era. Can It Keep Winning for Another 50 Years? Follow Morningstar on social: Facebook https://www.facebook.com/MorningstarInc/ X https://x.com/MorningstarInc 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.

What’s fueling Wall Street’s optimism? While geopolitical tensions between the US and Iran are dominating headlines, US stocks recently hit an all-time high. The global oil shock is just one major disruption to rattle investors before receding this year. The enthusiasm for the artificial intelligence boom also waned in early 2026. So, what should investors make of the market’s fluctuating mood? Tom Lauricella is the global markets editor for Morningstar Inc. and the editor of Smart Investor newsletter. What War? US Stocks Hit Record Highs   On this episode: 00:00:00 Welcome 00:01:20 Markets’ Response to the Iran War 00:02:40 Why Stocks Hit Record Highs Despite the Oil Shock 00:04:50 Earnings Season and Investor Sentiment 00:05:49 Big Tech Crosswinds and the Bond Market 00:09:04 Concerns About Private Credit Markets 00:11:07 Inflation, the Fed, and Leadership Transition   Watch more from Morningstar: Vanguard Wrote the Playbook for Success. Now, It Must Evolve to Stay on Top Vanguard Is Entering a New Era. Can It Keep Winning for Another 50 Years? These 8 Funds Could Help Steady Portfolios During Rough Markets   Follow Morningstar on social: Facebook https://www.facebook.com/MorningstarInc/ X https://x.com/MorningstarInc 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 redefined investor-first for the better, and it’s aiming to maintain that reputation. Vanguard revolutionized passive investing when it created the first retail index fund. The behemoth asset manager continues to attract swells of everyday investors and money with headline-making fee cuts that put pressure on rivals to follow suit. But Vanguard is also seeking to develop an edge in new areas. It’s going full force on active bond ETFs, for example, and creating a target-date trust series to provide retirees the security of a predictable income. This week’s episode is the second of a two-part series examining what’s going on with Vanguard in 2026. Dan Sotiroff, associate director of US passive strategies research for Morningstar, covers Vanguard. Vanguard Is Entering a New Era. Can It Keep Winning for Another 50 Years? On this episode: 00:00:00 Welcome   00:01:40  Vanguard's Growth: Challenges of Doubling Its Client Base  00:03:28 Vanguard's Evolving Leadership   00:06:15 Fund Fee Cuts and Revenue Impact  00:10:17 Target-Date Fund Series With TIAA to Offer Guaranteed Income   00:12:04 Combining Public and Private Assets in Multi-Asset Investments With Wellington and Blackstone   00:14:39 Active Fixed-Income Push and Two New High-Yield Bond ETFs   00:19:51 Vanguard's Top Priorities for 2026    Watch more from Morningstar: Vanguard Is Entering a New Era. Can It Keep Winning for Another 50 Years?These 8 Funds Could Help Steady Portfolios During Rough Markets Why Bond Funds Benefit from Active Management   Follow Morningstar on social: Facebook https://www.facebook.com/MorningstarInc/ X https://x.com/MorningstarInc 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.

Will Vanguard’s next 50 years live up to its first half century? The popular investment firm counts millions of everyday investors among its clients. Vanguard CEO Salim Ramji joined the firm from its rival, BlackRock. Ramji is influencing Vanguard’s direction while keeping the overall mission intact. But the company continues to evolve under the new leadership, with a greater emphasis on advice and the launch of new funds. This episode is the first of a two-part series examining what’s going on with Vanguard in 2026. Dan Sotiroff, Vanguard analyst and the associate director of US passive strategies research for Morningstar, joined Investing Insights. Vanguard Investors Cleaned Up https://www.morningstar.com/funds/vanguard-investors-cleaned-up On this episode:   00:00:00 Welcome 00:01:28 Vanguard’s New Era Under CEO Salim Ramji 00:02:56 Vanguard Splits Into Two Investment Advisors 00:07:17 Analyst’s Thoughts on the Firm’s SEC Scrutiny and Fine 00:10:03 Seeking ETF Share Class Approval for Active Funds 00:12:01 New Active Equity ETFs and Coverage Outlook   Watch more from Morningstar: These 8 Funds Could Help Steady Portfolios During Rough Markets Why Bond Funds Benefit from Active Management These Top Tech Stocks Can Stand Up to AI Risks     Follow Morningstar on social: Facebook https://www.facebook.com/MorningstarInc/ X https://x.com/MorningstarInc 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.

Too many funds and stocks in a portfolio can create clutter and make rebalancing time-consuming. Allocation funds such as balanced funds can make it easier to stay diversified and invested during market volatility. That’s because these funds automatically rebalance, moderating big gains and losses. And the funds can provide exposure to more than one security type and market. Russ Kinnel, senior principal of ratings for Morningstar and editor of Morningstar FundInvestor newsletter, discusses his list of the best balanced and allocation funds. Subscribe to Morningstar FundInvestor newsletter. On this episode: 00:00:00 Welcome 00:00:48 Balanced funds and market volatility 00:01:18 Who allocation funds are designed for 00:03:30 Foreign exposure in Vanguard Global Wellesley Income fund 00:04:40 Dividend income focus at Vanguard Global Wellington and American Funds Capital Income Builder funds 00:05:22 Inflation‑protection strategies in Pimco and T. Rowe Price funds 00:07:45 Key takeaways on balanced and allocation funds   Watch more from Morningstar: Why Bond Funds Benefit from Active Management  These Top Tech Stocks Can Stand Up to AI Risks 2 Cautionary Tales from Private Equity and Private Credit Markets   Follow Morningstar on social: Facebook https://www.facebook.com/MorningstarInc/ X https://x.com/MorningstarInc 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.

Active management can still win in the bond market. Opportunities abound for active managers to best their passive peers and benchmarks. And here’s why: they have access to tools, asset classes, and flexibility that their competition does not. Right now, the bond market is ripe for them to succeed. A deep dive in Morningstar Magazine’s first quarter 2026 issue makes the case why everyday investors should consider adding active bond funds to their portfolio. Eric Jacobson, senior principal of fixed-income strategies for Morningstar, and Maciej Kowara, principal of fixed income strategies for Morningstar, co-authored the article. Subscribe to Morningstar Magazine to read independent investment research for free. On this episode: 00:00:00 Welcome 00:01:33 Why Active Management Still Works in Bonds 00:02:25 Who Trades in the Bond Market 00:03:18 Finding Inefficiencies in Fixed Income 00:04:26 When Passive Bond Funds Can Hurt Investors 00:06:01 How to Spot a Good Active Bond Fund 00:08:10 What Gives Active Managers an Edge   Watch more from Morningstar: These Top Tech Stocks Can Stand Up to AI Risks 2 Cautionary Tales from Private Equity and Private Credit Markets Are You Ready for Tax Day? Here’s What You Need to Know Before You File   Follow Morningstar on social: Facebook https://www.facebook.com/MorningstarInc/ X https://x.com/MorningstarInc 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 stock market has cooled on stocks caught up in the whirlwind of artificial intelligence. Fears over whether AI will disrupt a variety of sectors have triggered big sell-offs. Morningstar equity analysts have investigated 132 companies to determine whether that’s the case. They have concluded that AI is not a universal destroyer. The team thinks investors should sort through the wreckage and find newly cheap companies with enduring competitive advantages. Eric Compton, director of equity research for the technology sector at Morningstar, tells you where to look. Moat Ratings Guidebook Amid AI Disruption  On this episode: 00:00:00 Welcome 00:01:28 What are Moats, and How Does Morningstar Use Them? 00:04:11 In-Depth Analyst Review of 132 Companies 00:06:27 Why Cybersecurity Holds Up 00:10:02 Why Design Software Looks Resilient 00:13:10 How Financial Data Benefits From AI 00:15:32 Finding Opportunity After AI Selloffs     Watch more from Morningstar: 2 Cautionary Tales from Private Equity and Private Credit Markets Are You Ready for Tax Day? Here’s What You Need to Know Before You File Avoid This IRA Distribution Error to Protect Your Retirement Cash   Follow Morningstar on social: Facebook https://www.facebook.com/MorningstarInc/ X https://x.com/MorningstarInc 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.

Two high-profile cases in the public-private markets are testing boundaries and investors. ERShares Private-Public Crossover ETF’s stake in illiquid holdings, including SpaceX, has apparently run afoul SEC rules. Meanwhile, a high-flying alternative assets manager has changed the rules for returning investors’ cash from one of its funds. And Blue Owl Capital is now facing backlash. Lessons From a Private Markets Bust: Why This ETF’s Investors Missed Out on SpaceX Gains  Subscribe to the Public Meets Private newsletter.  On this episode: 00:00:00 Welcome 00:01:24 How XOVR ETF Differs From Typical ETFs 00:02:11 XOVR ETF Performance Versus Broader Stock Market 00:02:48 Why XOVR’s SpaceX Stake Swung Sharply 00:09:56 Blue Owl Capital’s Origins and Current Problems 00:13:25 Who Invests in Blue Owl’s Direct Lending Funds 00:18:09 Investor Lessons From Blue Owl’s Redemption Halt Watch more from Morningstar: Are You Ready for Tax Day? Here’s What You Need to Know Before You File Avoid This IRA Distribution Error to Protect Your Retirement Cash Elevate Your 60/40 Portfolio With These Simple Tweaks   Follow Morningstar on social: Facebook https://www.facebook.com/MorningstarInc/ X https://x.com/MorningstarInc 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 day is quickly approaching, and it’s time to get organized. New tax rules might make it worth your while to itemize rather than take the standard deduction this year. And don’t just file away your 1099 forms—they can offer valuable insight into your portfolio’s tax efficiency. Christine Benz, Morningstar’s director of personal finance and retirement planning, discusses what you need to consider before, and after, you file. Morningstar’s Tax-Planning and IRA Resources for 2026 On this episode: 00:00:00 Welcome 00:01:15 The "Procrastination Penalty" of Last-Minute IRA and HSA Contributions 00:02:35 How to Decide Whether to Itemize or Claim the Standard Deduction 00:04:18 Tips for Itemizing 00:05:37 Other Deductions You May Qualify For 00:07:45 Insights from Your 1099 Forms: Dividends  00:10:40 Insights from Your 1099 Forms: Capital Gains 00:09:39 Insights from Your 1099 Forms: Tax-Exempt Interest 00:12:35 How to Avoid Overpaying Your Taxes   Watch more from Morningstar: Avoid This IRA Distribution Error to Protect Your Retirement Cash  Elevate Your 60/40 Portfolio With These Simple Tweaks Why REIT ETFs Still Work as Real Estate Slumps   Follow Morningstar on social: Facebook https://www.facebook.com/MorningstarInc/ X https://x.com/MorningstarInc 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.

A distribution from your traditional IRA could cost you if you’re not aware of your responsibilities. Many investors are saving up for their retirement in workplace accounts like 401(k)s. Those administrators handle tasks that IRA custodians don’t. And it’s up to you to take charge and keep track of your hard-earned money, so you’re not taxed twice. Denise Appleby is known as “The IRA Whisperer.” The Morningstar contributor has written about how to protect your IRA from costly mistakes. Don’t Pay Taxes Twice: Here’s How to Save Thousands on IRA Distributions https://www.morningstar.com/personal-finance/dont-pay-taxes-twice-heres-how-save-thousands-ira-distributions On this episode: 00:00:00 Welcome 00:01:28 What is a Traditional IRA and How It’s Funded 00:02:29 How IRA Withdrawals Are Taxed When Accounts Hold Taxable and Tax-Free Dollars 00:05:36 What IRA Custodians Don’t Track and Why Investors Should  00:09:05 What to Check on Form 1099‑R and Why Form 8606 Matters 00:12:02 How to Fix IRA Mistakes 00:13:44 What Records to Keep Track of to Avoid Double Taxation   Watch more from Morningstar: Elevate Your 60/40 Portfolio With These Simple Tweaks Why REIT ETFs Still Work as Real Estate Slumps How to Make the Most of Your IRA in 2026   Follow Morningstar on social: Facebook https://www.facebook.com/MorningstarInc/ X https://x.com/MorningstarInc 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 60/40 portfolio has proven it’s here to stay, but it can benefit from a refresh like other classics. The total portfolio approach refines the 60/40. It takes a closer look at the components of the plain-vanilla portfolio and considers how risky they are. The goal is to help investors stay disciplined as market conditions change for the better or worse. Jason Kephart has written about the total portfolio approach. He’s a senior principal of multi-asset  manager research for Morningstar. How a Total Portfolio Approach Can Improve the 60/40 Portfolio  Morningstar’s Tax-Planning and IRA Resources for 2026 On this episode:  00:00:00 Welcome 00:01:20 Total Portfolio Approach vs 60/40 Portfolio 00:01:52 How Growth and Stability Work 00:03:30 Why High-Yield Bonds Wouldn’t Go into Stability 00:04:30 Stocks That Might Be Better Suited for Stability than Growth 00:06:52 Challenges of the Total Portfolio Approach 00:08:49 How Investors Can Use This Strategy Watch more from Morningstar: Why REIT ETFs Still Work as Real Estate Slumps How to Make the Most of Your IRA in 2026 3 Winners and 3 Losers from Emerging-Market Funds’ Big Rally   Follow Morningstar on social: Facebook https://www.facebook.com/MorningstarInc/ X https://x.com/MorningstarInc 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 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 Welcome00:01:26 Basics of REIT ETFs 00:04:34 Active vs. Passive REIT ETFs00:06:03 REIT ETFs’ Performance vs US Stock Market00:09:20 Cutting the Tax Bill on REIT ETF income  00:10:06 Top REIT ETFs From Vanguard & Schwab00:13:48 Key Takeaways for Income Investors Watch more from Morningstar:How to Make the Most of Your IRA in 20263 Winners and 3 Losers from Emerging-Market Funds’ Big RallyHow New Retirees Can Spend More Without Risking Their Savings Follow Morningstar on social:Facebook https://www.facebook.com/MorningstarInc/X https://x.com/MorningstarIncInstagram https://www.instagram.com/morningstarinc/?hl=enLinkedIn 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.

Thanks to its tax benefits, your IRA can be a powerful tool to optimize your portfolio. Investment firms often see a big influx of new contributions into individual retirement accounts in the early part of each year as investors rush to meet the April 15 deadline. If you’re one of the many investors adding new funds to your IRA, Morningstar’s director of personal finance and retirement planning Christine Benz has some ideas on how to make the most of those contributions and improve your portfolio in the process.How to Get the Most Out of Your IRA ContributionsOn this episode: 00:00:00 Welcome00:01:16 2026 IRA Contribution Limits00:01:45 How to Decide Between a Traditional and Roth IRA00:03:52 Stock Investing Mistakes to Avoid With Your IRA00:05:20 How to Invest Your IRA When You're Early in Your Career00:08:13 How to Assess Your IRA in the Middle of Your Earning Years00:10:23 The Advantages of Non-US Stocks and How to Diversify Your IRA00:14:30 How to Derisk Your Portfolio as You Approach Retirement00:16:47 Rebalancing Your IRA Without Tax Consequences00:17:48 Is it ever too late to Contribute to Your IRA? Watch more from Morningstar:3 Winners and 3 Losers from Emerging-Market Funds’ Big RallyHow New Retirees Can Spend More Without Risking Their SavingsBeyond AI: Are Quantum Stocks the Next Big Thing in Tech Investing? Follow Morningstar on social:Facebook https://www.facebook.com/MorningstarInc/X https://x.com/MorningstarIncInstagram https://www.instagram.com/morningstarinc/?hl=enLinkedIn https://www.linkedin.com/company/morningstar/posts/?feedView=allEditor'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.

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 Welcome00:01:20 Why Emerging‑Market Funds Surged After Years of Sluggish Returns00:02:29 Market Shifts of Leadership in Asia00:03:36 2025’s Winning Emerging-Market Funds00:05:08 2025’s Losing Emerging-Market Funds00:09:34 What’s Next for Emerging‑Market Funds in 2026?00:10:21 How Fidelity Contrafund’s Will Danoff Built a Successful Stock-Picking Record00:13:38 What Everyday Investors Can Learn from Danoff Watch more from Morningstar:How New Retirees Can Spend More Without Risking Their SavingsBeyond AI: Are Quantum Stocks the Next Big Thing in Tech Investing?How to Generate Steady Income in 2026 Follow Morningstar on social:Facebook https://www.facebook.com/MorningstarInc/X https://x.com/MorningstarIncInstagram https://www.instagram.com/morningstarinc/?hl=enLinkedIn 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.

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/ALEEtAf1FTAm7WUFGvYvXVQOn this episode:00:00:00 Welcome00:01:26 Understanding the 3.9% Safe Withdrawal Rate00:02:33 How Flexible Strategies Lift Withdrawal Rates Up to 5.7%00:03:48 Flexible Approaches for Retirees Seeking Predictable Paycheck-like Income00:05:40 Inside the Vanguard Dynamic Spending Method00:07:15 Highest Lifetime Spending & Highest Starting Safe Withdrawal Rate00:09:20 Leaving a Legacy and Strengthening Your Portfolio00:14:30 4 Financial To-Dos to Kick Off the New Year Watch more from Morningstar:Beyond AI: Are Quantum Stocks the Next Big Thing in Tech Investing?How to Generate Steady Income in 2026All in on Magnificent 7? Where You Should Invest Next Follow Morningstar on social:Facebook https://www.facebook.com/MorningstarInc/X https://x.com/MorningstarIncInstagram https://www.instagram.com/morningstarinc/?hl=enLinkedIn 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.

Quantum computing stocks have surged in popularity over the past year, capturing investors’ enthusiasm on the coattails of the artificial intelligence boom. These buzzy names took off last summer after a slew of announcements and research breakthroughs from the biggest players in the tech industry like Alphabet GOOGL/GOOG, Amazon AMZN and Microsoft MSFT. Quantum computing promises to be one of the most transformative technological developments of the next few decades, but Morningstar’s analysts caution that mainstream market adoption could be a long away. Dan Romanoff, a senior equity research analyst on the technology team at Morningstar, discusses new developments in the quantum computing landscape and the best way for investors to get exposure in their portfolios now.Quantum Computing Market InsightsOn this episode:00:00:00 Welcome00:01:28 What Is Quantum Computing?00:04:37 Why Are Computing Stocks Attracting Investors?00:12:45 Quantum Technology Isn’t Yet Ready for the Mainstream00:18:19Quantum Could Represent a $200 Billion Market00:22:48Winners and Losers in Quantum Computing Stocks00:25:28How To Invest in Quantum Computing Now  Watch more from Morningstar:How to Generate Steady Income in 2026All in on Magnificent 7? Where You Should Invest Next9 Top ETFs for Income Investors That Stood Out in 2025 Follow Morningstar on social:Facebook https://www.facebook.com/MorningstarInc/X https://x.com/MorningstarIncInstagram https://www.instagram.com/morningstarinc/?hl=enLinkedIn 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.

Higher interest rates have ushered in an era where income opportunities abound. That’s following years of parched cash flow streams and low rates, especially in fixed income. However, risks like stubborn inflation and elevated stock valuations exist. Morningstar researchers believe it’s important to identify income opportunities that could be resilient in today’s market. Dominic Pappalardo, chief multi-asset strategist for Morningstar Wealth, joined Investing Insights to discuss where to look.Editor's note: The host misspoke when referring to Morningstar Holland’s chief European market strategist. His name is Michael Field.Income Investing Strategies for 2026: Maximizing Yield in an Uncertain MarketOn this episode:00:00:00 Welcome00:01:33 Income investing in 202600:04:02 Bond market breakdown: short, intermediate, or long term?00:07:39 Global bonds and hedging strategies00:13:27 Equity Opportunities Beyond the US00:15:31 REITs vs Utilities00:17:14 Building Resilient Income Streams  Watch more from Morningstar:All in on Magnificent 7? Where You Should Invest Next9 Top ETFs for Income Investors That Stood Out in 2025Where to Invest in 2026 After This Year’s Market Volatility Follow Morningstar on social:Facebook https://www.facebook.com/MorningstarInc/X https://x.com/MorningstarIncInstagram https://www.instagram.com/morningstarinc/?hl=enLinkedIn 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.

Is your portfolio making a big bet on the Magnificent Seven? Mega-cap names like Nvidia, Alphabet, and Apple belong to the exclusive club that has largely driven US returns higher in recent years. Their success has led to market concentration. Portfolios tracking broad benchmarks have seen their diversification decrease and risk increase. How can you prepare your portfolio to absorb potential shocks? And where are the opportunities beyond the Mag Seven? Morningstar Holland’s Chief European Market Strategist Michael Field is one of the researchers who investigated this.Beyond the Magnificent Seven: Unlocking Value in a Concentrated Stock MarketOn this episode:00:00:00 Welcome00:01:49 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 2025Where to Invest in 2026 After This Year’s Market VolatilityWhy Betting Against Nvidia in the AI Arms Race Could Be a Mistake Follow Morningstar on social:Facebook https://www.facebook.com/MorningstarInc/X https://x.com/MorningstarIncInstagram https://www.instagram.com/morningstarinc/?hl=enLinkedIn 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.

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 Welcome00:01:33 Dividend investing can result in exposure to factors like value, quality, and low volatility. Can you briefly explain one, what is factor investing, and then where do dividend ETFs typically land?00:03:21 How do you find a dividend ETF that provides the optimal, or just rightamount, of factor exposure? And what should appear on our checklist? 00:04:40 Four dividend ETFs hold Morningstar’s Medalist Rating of Gold. Let’s start with the two dividend growth ETFs from Vanguard that hold these marks.00:05:17 Explain why Vanguard’s top dividend income strategy also impressed Morningstar analysts.00:06:07 The final and fourth Gold-rated dividend ETF mixes both income and growth strategies. Talk about the one from Schwab.Bond ETFs are having a banner year. Why are investors turning to these investments?00:09:01 What makes a core bond ETF a solid portfolio building block?00:10:02What’s the top idea that’s received high marks from Morningstar?00:11:39We’re shifting from the least risky to the next level up, core-plus. What do these bond ETFs typically offer that an index-tracking ETF does not?00:11:21 Can you tell us one intermediate core-plus bond ETF that’s earned a Gold rating from Morningstar?00:11:56 Multisector bond ETFs take on a bit more risk than the previous two categories, and that comes with an expectation of more income. Should income investors skip the others and start here?00:13:11It’stime for the third top idea. What multisector bond ETF should folks consider?00:13:36 High-yield bond ETFs are the riskiest among the categories we’re discussing today. What additional risks are investors taking on for the juicy yields?00:14:42 Morningstar does not currently rate any actively managed high-yield bond ETFs. Is there one that income investors should watch?00:16:41What’s making covered-call ETFs so popular in 2025?00:17:09 Their yields lookvery high. What is driving them?00:18:31 What types of trade-offs are investors making?00:19:51 Which covered-call ETFs do Morningstar analysts consider a solid choice for investors, and why? Watch more from Morningstar:Where to Invest in 2026 After This Year’s Market Volatility Why Betting Against Nvidia in the AI Arms Race Could Be a MistakeHere’s What Your Retirement Spending Rate Should Be in 2026 Follow Morningstar on social:Facebook https://www.facebook.com/MorningstarInc/X https://x.com/MorningstarIncInstagram https://www.instagram.com/morningstarinc/?hl=enLinkedIn 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.

Market volatility has left its imprint in 2025. Turbulence from tariffs, tech, and more have shaken investors’ confidence at times. Many folks looked for safety during those down periods. Yet, the US stock market overall has delivered a strong performance. So, who are the leaders and laggards as this year comes closer to wrapping up? And what should you watch with 2026 fast-approaching? Morningstar Indexes strategist and columnist Dan Lefkovitz has examined this year’s investment performance.5 Investing Surprises From 2025On this episode:00:00:00 Welcome00:02:45 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 MistakeHere’s What Your Retirement Spending Rate Should Be in 2026How ETFs Help You Cut Your Tax Bill Follow Morningstar on social:Facebook https://www.facebook.com/MorningstarInc/X https://x.com/MorningstarIncInstagram https://www.instagram.com/morningstarinc/?hl=enLinkedIn 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.

A shift in mindset can help investors cope with market uncertainty.2025 was a case study in the futility of trying to predict the market. Wall Street had lofty expectations for stocks entering the year. Then the tariff shock in April rattled the markets and many firms lowered their annual stock forecasts in response. They later raised them—after stock prices rebounded. With the new year on the horizon, Morningstar’s 2026 Global Outlook report is offering investors tactics to weather whatever the future may hold.Morningstar strategists and an analyst will discuss key challenges facing investors in 2026 in our series. Dan Kemp, the chief research and investment officer with Morningstar Investment Management Europe, is one of the major driving forces behind the report.We’re going to dig into research analyzing the AI arms race and its worldwide buildout. A team of Morningstar researchers have investigated the spending and the risks. Morningstar Research Services’ senior equity analyst Brian Colello was part of the effort. Brian also covers Nvidia. He discusses the AI king’s outlook, competition, and stock.AI Arms Race: How Tech’s Capital Surge Will Reshape the Investment Landscape in 2026On this episode:00:00:00 Welcome00:01:48 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 2026How ETFs Help You Cut Your Tax BillTax-Loss Harvesting Isn’t Just for Downturns. Here’s Why Follow Morningstar on social:Facebook https://www.facebook.com/MorningstarInc/X https://x.com/MorningstarIncInstagram https://www.instagram.com/morningstarinc/?hl=enLinkedIn 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.

Most retirees want to spend as much as they can without having to worry about running out of money. Morningstar’s State of Retirement Income research analyzes retirement spending strategies to determine the highest safe starting withdrawal rate for new retirees in 2026. Christine Benz, Morningstar’s director of personal finance and retirement planning and co-host of The Long View podcast, breaks down the research and shares some ideas about how you can boost your retirement spending.What’s a Safe Retirement Withdrawal Rate for 2026?On this episode:00:00:00 Welcome00:00:46 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 BillTax-Loss Harvesting Isn’t Just for Downturns. Here’s WhyBond ETFs Are Surging in Popularity in 2025. Here Are 5 of the Best Follow Morningstar on social:Facebook https://www.facebook.com/MorningstarInc/X https://x.com/MorningstarIncInstagram https://www.instagram.com/morningstarinc/?hl=enLinkedIn 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.

Exchange-traded funds can help you cut your tax bill. All funds must distribute capital gains from the stocks and bonds that they sell throughout the year. The gains can leave you stuck with unwanted taxes. ETFs and mutual funds differ when it comes to tax efficiency. It starts with how the investments are traded and how the transactions are treated. The differences can result in ETF investors owing less than mutual fund investors or nothing at all because ETFs can minimize their capital gain distributions. Bryan Armour, Morningstar’s director of ETF and passive strategies research for North America, explains how ETFs beat mutual funds at the tax game.ETFs vs. Mutual Funds: The Benefits That Really Matter On this episode:00:00:00 Welcome00:01:01 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 BestInvestors Still Need to Mind the Gap in Their Funds’ Returns Follow Morningstar on social:Facebook https://www.facebook.com/MorningstarInc/X https://x.com/MorningstarIncInstagram https://www.instagram.com/morningstarinc/?hl=enLinkedIn 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.

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-marketOn this episode:00:11 Welcome01:03 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 BestInvestors Still Need to Mind the Gap in Their Funds’ ReturnsThe US Dollar Is Weak. Is Your Portfolio at Risk? Follow Morningstar on social:Facebook https://www.facebook.com/MorningstarInc/X https://x.com/MorningstarIncInstagram https://www.instagram.com/morningstarinc/?hl=enLinkedIn 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 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 Introduction00:00:54 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’ ReturnsThe US Dollar Is Weak. Is Your Portfolio at Risk?2025’s Winners and Losers, from Gold to Small Cap Stocks to the 60/40 PortfolioFollow Morningstar on social:Facebook https://www.facebook.com/MorningstarInc/X https://x.com/MorningstarIncInstagram https://www.instagram.com/morningstarinc/?hl=enLinkedIn 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 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 2025On this episode:00:52 How does the report measure the difference between investor returns and total returns?02:16 How does the latest research compare with previous years? Is the “gap” going away?02:58 This difference in investor returns and total returns doesn’t just come from people failing to time the market. What else might cause the gap?04:29 Where have investors been able to capture most of their funds’ total returns, and where have they fallen short? Are there certain categories that stand out?06:18 Exchange-traded funds continue to gain popularity and market share. Did the investment type, mutual fund or ETF, make a difference in investor outcomes?07:57 Morningstar research has found that active funds have largely struggled to beat their benchmarks, but certain categories are better suited for active management than others. Is there a difference in the investor return gap in active versus passive funds?09:02 The study found that the more investors traded, the less they made. Why is that?10:40 Morningstar has found that fees tend to be a predictor of performance. Does that finding hold when looking at investor returns?12:12 The report also looked at the effects of return volatility. How did that translate to investor outcomes?13:18 You’ve written that where a fund is utilized can be just as important as the type of fund and how it’s used. Can you explain that?15:05 What is one takeaway from your research? Watch more from Morningstar:The US Dollar Is Weak. Is Your Portfolio at Risk?2025’s Winners and Losers, from Gold to Small Cap Stocks to the 60/40 PortfolioThe Stock Market Is Ultra-Concentrated. Here’s How to Manage the Risks. Follow Morningstar on social:Facebook https://www.facebook.com/MorningstarInc/X https://x.com/MorningstarIncInstagram https://www.instagram.com/morningstarinc/?hl=enLinkedIn 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 is the weakening dollar affecting your portfolio? The world’s reserve currency fell sharply in the first half of 2025, making it a bruising year. It has recovered some but still sits below where it started the year. Other currencies like the euro, Japanese yen, and Mexican peso look stronger against the greenback. Several factors could influence whether the dollar roars back or recedes. Why should the dollar’s performance matter for everyday investors like you? Morningstar Indexes strategist Dan Lefkovitz explains why and what you can do to protect your portfolio from currency fluctuations.The bifurcation of the stock market is appearing to divide investors into two camps. There’s a lot of optimism baked into share prices of firms seen as leaders in artificial intelligence, according to Dan Kemp, chief research and investment officer at Morningstar Investment Management Europe. The Market Brief author points to Tesla TSLA as a great example, since investors are ascribing significant value to the company’s unproven, future products. Meanwhile, there’s a lot of pessimism in parts of the market that are not involved in AI. Kemp reminds investors to look for undervalued opportunities in the unloved areas of the market.The US Dollar’s Value Is Down—and These 3 Investments Are Way, Way UpOn this episode:What has been going on with the dollar? A lot of worried investors are likely asking the same question: How is the stock market going up in this macroeconomic environment? And why are bonds doing well?You have written about the implications for a declining dollar. The dollar and gold typically compete as safe haven assets. It looks like gold is winning this year. Why is that? International stocks are outperforming US stocks this year. How does currency play into this? Our colleague Morningstar Inc portfolio strategist Amy Arnott joined me on Investing Insights for the Oct. 24 episode. She said investors might be underweight in international stocks despite recent performance. What case would you make to convince folks to consider increasing their overseas exposure? Emerging-markets debt is another asset class winning thanks in part to the dollar. Why does Morningstar find this fixed-income segment attractive? What risks could threaten the dollar’s dominance in the future?Why should everyday investors who are saving for retirement or other goals care about whether the dollar falls or rises? And how can they hedge their bets?Earnings season is underway. You’ve written about how it can be tempting to tweak a portfolio when companies share their forecasts. What should investors keep in mind?In this week’s Markets Brief, you wrote about how optimism about Tesla’s unproven future growth opportunities highlights what’s going on in the broader market? Can you explain?What are you keeping an eye on for next week’s column? Watch more from Morningstar:2025’s Winners and Losers, from Gold to Small Cap Stocks to the 60/40 PortfolioThe 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:Facebook https://www.facebook.com/MorningstarInc/X https://x.com/MorningstarIncInstagram https://www.instagram.com/morningstarinc/?hl=enLinkedIn 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.

This year’s uncertainty is producing a somewhat surprising group of winning and losing asset classes. And there are still two months to go in 2025. Many investors are rerouting their investments into different asset classes because of geopolitical risks like the US trade war, elevated inflation, and high interest rates. A more recent development is the budget battle in Washington, D.C. While the macro environment is pressure-testing portfolios, it’s also serving as a reminder about the benefits of diversification. So, which asset classes are leading and lagging as 2025 prepares to wrap up? And how’s the classic 60/40 portfolio holding up? Morningstar portfolio strategist Amy Arnott has examined the data.The hunt for cockroaches may produce opportunities for patient investors. JPMorgan Chase CEO Jamie Dimon reacted to First Brands’ and Tricolor’s bankruptcies saying, “When you see one cockroach there are probably more.” Dan Kemp, chief investment research officer at Morningstar Investment Management Europe, says people are looking for more cockroaches to emerge due to weak lending standards via private credit. Despite the bankruptcies primarily involving the US markets, European banks took the hit. Kemp says there are bargains and more could surface if there are additional bankruptcies.Can the Gold Rush Continue? Warning Signs for InvestorsOn 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 PrepareHow Inflation, AI, and Budget Battles Will Shape the Stock Market in Q4 Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: 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.

Over the past few years, just a few large-cap technology stocks have powered the stock market’s returns. That trend shows no signs of abating anytime soon, as demand for artificial intelligence continues to send the tech sector higher. A highly concentrated market can—and has—turbocharged returns, but it also comes with downsides. As tech stocks soar, fund investors may find themselves with portfolios that are significantly less diverse than expected thanks to the outsize influence of a handful of firms like Nvidia NVDA and Microsoft MSFT. Dominic Pappalardo, chief multi-asset strategist for Morningstar Wealth, discusses how today’s narrow market compares with history and how investors can mitigate concentration risk in their portfolios. Morningstar Wealth is part of a registered investment advisor, Morningstar Investment Management.https://www.morningstar.com/markets/whatever-happened-broadening-stock-market-rally On this episode: What do strategists mean when they talk about concentration risk? How did today’s narrow market develop? What forces and trends brought us here? How unusual is today’s narrow stock market compared with history? When the market has been concentrated in the past, what has caused that concentration to dissipate? Are the risks associated with high concentration greater for passive index investors? Why? Wall Street has been warning about concentration risk for the better part of two years. But stocks are still hitting record highs, and the weightiest stocks are still performing the best. Why do some strategists say they aren’t as concerned about concentration risk? Do investors really need to be worried? What are some strategies investors can use to mitigate the risk of a highly concentrated market without leaving too much upside on the table? What’s the most important thing investors should remember right now? What to watch from Morningstar. New Crypto ETFs Are Coming. Here's How Investors Can Prepare How Inflation, AI, and Budget Battles Will Shape the Stock Market in Q4Is Your Dividend Income at Risk? Here’s How to Spot Dividend Traps Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: 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.

ETF Share Classes Are a Go for Dimensional: Here’s What Investors Need to Know On this episode: What was your reaction to the SEC removing these regulatory hurdles? Let’s first start with the rule change regarding crypto ETFs. Can you explain what new investment choices could be available, and what would they track? How soon could firms release new crypto ETFs? They’re already spot crypto ETFs trading. Could new competition push down fees overall? How have crypto ETFs performed so far in 2025? What crypto ETFs do Morningstar consider solid choices for investors? Morningstar considers crypto a speculative or high-risk asset. Will you remind investors why that is? Let’s switch to the SEC’s other recent rule change. It has approved Dimensional Fund Advisors to add an ETF share class to its mutual funds. Can you explain what an ETF share class is and provide a brief history lesson on it? More than 70 asset managers have banded together to get permission to offer dual share class funds. How often does that happen, and why in this case? What do individual investors stand to gain from new ETF share classes? Let’s flip it. What could they lose? What is the takeaway for investors as a new wave of crypto ETFs and ETF share classes arrive?We talked on last week’s Investing Insights about how a US government shutdown would stop the release of economic data, like the monthly jobs report. How could a shortage of data affect the Federal Reserve and others who depend on this information?Let’s discuss this week’s Markets Brief column. You wrote that the stock market could be on the verge of a so-called “melt up.” Can you explain what that is, and why cycles like this can be dangerous for investors? What are you tracking for next week’s Markets Brief column? What to watch from Morningstar. How Inflation, AI, and Budget Battles Will Shape the Stock Market in Q4 Is Your Dividend Income at Risk? Here’s How to Spot Dividend TrapsShould You Hold Cash Investments After the Fed Cuts Interest Rates? Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: 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.

Investors’ exuberance is fueling this year’s stock rally, but will key economic risks dampen the market’s mood? The current bull run has lifted stocks from their springtime lows to higher levels in autumn. The artificial intelligence boom is one of the big factors driving it. Meanwhile, the Federal Reserve is dealing with the challenging situation of balancing the weakening job market and stubborn inflation. The Fed cut interest rates for the first time in 2025 in the third quarter, but the path forward from here is less certain. Morningstar Inc Senior Markets Reporter Sarah Hansen discusses seven key market factors you should watch in Q4 2025.Nvidia’s investment of up to $100 billion in ChatGPT creator OpenAI could shatter records. The big bet is helping feed two simple narratives about the AI era, according to Dan Kemp, chief research and investment officer at Morningstar Investment Management Europe. First, there’s too much investment in the technology, and booms tend to lead to busts. Second, AI has changed the rules of investing and returns. Kemp cautions investors to remember that there are a wide range of possible outcomes than these easy stories.  On this episode:You examine the highs and lows during each quarter and write about it. What do you think are the biggest takeaways from Q3? Stocks are climbing higher despite a lot of risks. What signals is the market ignoring, and could it be at its own peril? The AI boom is driving what’s going on in the market. Mega-cap tech companies are making huge investments. Where’s the money going, and how long is this level of spending expected to continue? The hot IPO market has benefited from AI. Some of the most successful IPOs this year involved the industry. Can you describe this revival? The first interest rate cut of 2025 is in the books. The Federal Reserve pointed to the softening job market as one reason for the move. What are strategists telling you as the markets await the Fed’s next move? Inflation is still not tamed and hovering above the Fed’s 2% target. There are expectations that tariffs could raise prices for a while. What are the outlooks from Morningstar and other strategists? As the Fed cuts rates, short-term yields will come down. What about the rest of the bond market? Where do people see the risks? The federal funding fight is continuing in Washington, D.C. Let’s timestamp this moment. It’s Tuesday, Sept. 30. The US government would shut down on Oct. 1 if there’s not an agreement. How does uncertainty like this affect the markets, and what should investors think? Earnings season is coming up in a couple weeks. What is your team watching for? What’s the takeaway for investors as we enter Q4?We talked on last week’s Investing Insights about inflation. The Federal Reserve’s preferred tracker showed inflation slightly ticked up in August as forecasters expected. It also revealed consumer spending rose. What do you think that’s signaling about the US economy? In this week’s Markets Brief column, you highlighted Nvidia’s potentially record-breaking investment. The chipmaker announced it would invest up to $100 billion in OpenAI. How should investors think about this deal?New economic data is due out this week. What are you tracking for next week’s Markets Brief? Read about topics from this episode.  13 Charts on Q3’s Tech-Driven Stock Rally Will the AI Boom in Semiconductor Stocks Continue? What Investors Need to Know About the Steepening Yield Curve The Fed’s ‘Difficult Situation’: Reading Between the Lines of the September Dot Plot Forecasts for August PCE Report Shows Some Cooling, but Tariff Impacts Persist What Investors Need to Know About a US Government Shutdown Markets Brief: Nvidia’s AI Spending Spree Raises Boom and Bust Fears  What to watch from Morningstar. Is Your Dividend Income at Risk? Here’s How to Spot Dividend Traps Should You Hold Cash Investments After the Fed Cuts Interest Rates?What You Need to Know Before Choosing a Stock ETFInvesting in AI? Here Are 6 Undervalued Stocks for Buy-and-Hold Investors Read what our team is writing.Sarah HansenDan KempIvanna Hampton Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: 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.

It might be tempting to buy dividend stocks with the highest yields, but not all dividend payers are safe. Those big payouts could be signaling that a company’s fundamentals are cracking. Looming financial risks could wreak havoc on income-focused investors’ portfolios. But there are ways to spot dividend traps. Morningstar Indexes strategist and columnist Dan Lefkovitz explains how to avoid the risks.Both healthcare and consumer defensive sectors are lagging the broader stock market this year, but for different reasons.Dan Kemp, chief research and investment officer at Morningstar Investment Management Europe, explored what’s behind it in this week’s Markets Brief column. He says consumer defensive stocks are falling from high valuations, while healthcare stocks are facing significant headwinds like politics and earnings growth. He reminds investors that’s why it’s important to understand not only what you own in your portfolio, but why you own it as well. On this episode:What is a dividend trap, and under what conditions do they tend to develop? You and your team published research on dividend traps just before Dow Chemical DOW cut its dividend in half over the summer. How does your research explain what happened with Dow? Other well-known brands have also slashed their dividend payouts since 2020. The list includes Shell, Walgreens, and Intel. What warning signs were these companies flashing before their cuts? You have written about how income-focused investors can avoid dividend traps. Let’s start with step number one on how to spot them. What is the payout ratio, and what does it tell us about a company’s health?The second step focuses on a company’s durable competitive advantage or economic moat. Can you describe what that reveals?Your team weeds out dividend payers using a third step that relies on Distance to Default. How does that work, and what did you all find out? How can investors protect their dividend income from risks? Would portfolio diversification help? What’s the key takeaway to spot dividend traps?We discussed on last week’s Investing Insights that you would focus on the market moves following the Fed’s quarter-point cut. How have the US dollar and bond prices reacted?  In this week’s Markets Brief column, you zoomed in on the lagging performance of healthcare and consumer defensive stocks. What’s important for investors to know?  New data on inflation from the Fed’s preferred tracker is set to come out Friday, September 26th. Inflation is hovering above the Fed’s 2% target. What are the markets’ expectations, and what would a surprise in the data mean for the near future? Read about topics from this episode.  Not All Dividend Stocks Are Safe. Here’s How to Avoid Dividend Traps What Investors Can Learn from Dow’s 50% Dividend Cut 7 Things You May Not Know About Dividends The 10 Best Dividend Stocks Does Dividend Investing Still Work? Construction Rules for the Morningstar Indexes Distance to Default Markets Brief: AI Investment is Massive in a Cyclical Industry. Will This Time Be Different? What to watch from Morningstar. Should You Hold Cash Investments After the Fed Cuts Interest Rates? What You Need to Know Before Choosing a Stock ETFInvesting in AI? Here Are 6 Undervalued Stocks for Buy-and-Hold InvestorsDo Dividend Stocks Benefit From Non-US Revenue? Read what our team is writing.Dan Lefkovitz Dan KempIvanna Hampton Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: 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.

There’s a tug-of-war between investing in cash and long duration bonds in today’s interest environment. The longer-end of the yield curve may look more appealing since anticipation is building about interest rate cuts. Morningstar’s economics team and market watchers are predicting the Federal Reserve will lower rates more than once in the final months of 2025. What may matter more is the time horizon for your financial goals. Morningstar Inc Portfolio Strategist Amy Arnott has examined why for some investors, sticking with cash is a less risky and better approach.Oracle’s transformation is serving as a reminder that big opportunities to invest in artificial intelligence still exist. The database provider’s expansion into being a cloud provider recently sparked a 42% jump in its stock price. That caught the attention of Dan Kemp, chief research and investment officer at Morningstar Investment Management Europe. The author of the Markets Brief says one of the big takeaways is that stocks like Oracle are making good use of AI, and investors should look beyond the popular names. In next week’s Markets Brief, Dan will dive into how the Federal Reserve’s quarter-point rate cut feeds into changed opportunities and risks in the broader markets for the long term. On this episode:Let’s start with an explainer. What is cash? Interest rates are a popular topic now. The Federal Reserve is expected to announce its rate decision this afternoon. Morningstar’s economics team and market watchers are predicting lower rates. Should bond investors swap short-term Treasury bills for 20- to 30-year Treasury bonds? Talk about why it could be a mistake for bond investors to assume the Fed will cut rates that match predictions.In your article, Why Cash Is Still King for Short-Term Goals, you discussed a couple of reasons why cash yields still look good. Can you explain?What are some of the trade-offs when holding cash? Where are best places to invest cash if you need the money sometime within the next 12 months? Are there any places where people might not want to keep their cash holdings?And what about goals with a time horizon that’s a little bit longer—like two or three years? What’s the takeaway for investors weighing whether to take on the risk of long-duration bonds?  Read about topics from this episode.  Why Cash Is Still King for Short-Term Goals7 Reasons to Stop Freaking Out Over the FedHow to Use Taxable Bonds in a PortfolioThe Best Bond FundsHow to Use Cash in a PortfolioThe 4 Rules for Cash: How to Manage Your Money the Smart WayMarkets 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 ETFInvesting in AI? Here Are 6 Undervalued Stocks for Buy-and-Hold InvestorsDo Dividend Stocks Benefit From Non-US Revenue?This Classic Investment Strategy Is Still Alive in 2025 Read what our team is writing.Amy C. ArnottDan KempIvanna Hampton Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: 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.

Exchange-traded fund launches have continued to accelerate, but not every shiny new strategy is worth owning. Good investment strategies can compensate investors with an appropriate return for the risks they take on. What kinds of ETFs are able to deliver over the long term, and which ones fall short? Dan Sotiroff is joining me today to explain the hidden risks in stock ETFs and what investors should look out for. Dan is a senior manager research analyst for Morningstar Research Services and the editor of Morningstar’s ETFInvestor newsletter. Can you talk about the idea that ETFs should be able to compensate investors for the risk they take on? What is an “appropriate level of return”?When looking at the risk and return profiles of ETFs, the term “active risk” often comes up. Can you give us a definition?What kinds of funds have the lowest active risk?Can you give an example of two ETFs that appear similar but take on different levels of risk?You’ve written that “any stock ETF with fewer than 100 holdings is a red flag.” Why is that?Does the management style of the fund make a difference for concentrated funds? Would a passive, index-tracking ETF run into the same issues as an actively managed ETF?Thematic ETFs are a popular example of concentrated portfolios with high active risk. How have they performed?Do investors tend to miss the timing on thematic funds? It seems like strong returns tend to be short-lived.At Morningstar, we often talk about fees as a predictor of performance. Do you see the same thing here?Should investors always choose a fund that takes on predictable risk? Or are there cases where higher active risk is worth it?What is one takeaway you have for investors that are trying to choose an ETF?  Read about topics from this episode.  Subscribe to Morningstar’s ETFInvestor newsletter. The Hidden Risks in New ETFsThe Best ETFs and How They Fit in Your PortfolioMorningstar′s Guide to ETF InvestingPassive 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 InvestorsDo Dividend Stocks Benefit From Non-US Revenue?This Classic Investment Strategy Is Still Alive in 2025These 16 Standout Funds Are Making Big Bets. Do They Fit in Your Investment Portfolio? Read what our team is writing.Daniel SotiroffMargaret Giles Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: 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.

Nvidia counts several of its Magnificent Seven pals as customers buying its sophisticated AI chips. And the world’s most valuable company says it could earn even more if geopolitical tensions between the US and China eased. But investors are debating whether the market is experiencing an AI boom or AI bubble. How should buy-and-hold investors think about investing in AI—are there any undervalued stocks left today? Dave Sekera is chief US market strategist at Morningstar Research Services and co-host of The Morning Filter podcast.Learn about the new Morningstar Medalist Ratings for semiliquid funds during a live webinar on Morningstar’s YouTube channel on Wednesday, Sept. 10. CEO Kunal Kapoor and ETF and Passive Strategies Research Director Bryan Armour will discuss what investors should know about private assets and the first funds to earn the new rating on the Investors First series.On this episode: Welcome back to Investing Insights, Dave. Nvidia recently wrapped up the Magnificent Seven’s earnings season showing AI spending is still strong. What does this mean for the tech-driven stock market rally? Do you think investors’ expectations for these mega-cap names are unreasonably high? Why or why not? Nvidia is sitting at the center of a geopolitical rivalry between US and China. The company says they didn’t sell its sophisticated AI chips to China in the previous quarter, and that a $50 billion opportunity exists. What do you make of this bottleneck and its impact?  Many market watchers are divided over whether the current environment is an AI boom or AI bubble. Can you talk about Morningstar’s outlook?  How should buy-and-hold investors think about investing in artificial intelligence? What are the most undervalued AI stocks right now? What do you think about the big bets Wall Street and Main Street are making on AI? What do you think individual investors should keep in mind?  How is AI transforming Morningstar?  Read about topics from this episode.  Subscribe to The Morning Filter on Apple Podcasts, or wherever you get your podcasts.5 Stocks to Buy Before Their Big Discounts DisappearMarvell Earnings: Buy the Dip and Focus on the FundamentalsNvidia Earnings: No Signs of a Slowdown in Demand for AI ChipsThese Are the Best Mag Seven Stocks to Consider for AI InvestingThe Best AI Stocks to Buy NowInvestors 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 2025These 16 Standout Funds Are Making Big Bets. Do They Fit in Your Investment Portfolio?Market Volatility: Investors Are Seeking Safety in Gold ETFs. Is It Working? Read what our team is writing.David SekeraKunal KapoorIvanna Hampton Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: 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.

The revenue of US dividend stocks isn’t necessarily made in America. A portfolio of popular dividend-paying stocks is likely exposed to currency or geopolitical risks. That’s due to international revenue exposure: Some US-based companies earn 50% or more of their money outside of the country. A recent analysis of 35 dividend-paying stocks in Morningstar’s DividendInvestor newsletter found several well-known names generate sizable revenue overseas. So, how should investors balance US vs. non-US equity exposure? Morningstar’s DividendInvestor newsletter editor David Harrell explains what investors should know. Learn about Morningstar’s new Medalist Ratings for semiliquid funds during a live webinar on Morningstar’s YouTube channel on Wednesday, September 10th. CEO Kunal Kapoor and Global Head of Manager Research Laura Lutton will discuss what investors should know about private assets and the first funds to earn the new rating on the Investors First series. On this episode:You recently analyzed the international revenue exposure of dozens of dividend-paying stocks. But this wasn’t the first time. Why did you decide to revisit this?Let’s dissect the investigation. How did you choose which stocks to focus on, and what was the criteria? How did the recent results compare to the findings in 2021? Were there any surprises?Let’s zoom in on the revenue. Which dividend stocks increased or decreased their US revenue exposure?Morningstar analysts consider some of these dividend payers undervalued. Let’s first focus on names with more US revenue exposure. Who are they?Which companies with more international revenue exposure are undervalued?International stocks are having a long-awaited banner year versus US stocks. Are investors whose only international revenue exposure is these US-based stocks benefiting from this international rally?How should investors balance US vs. non-US equity exposure in their portfolios? That is, what if investors looking at their portfolio see that they have home-country bias? What should they consider from a diversification standpoint?Welcome to Investing Insights, Kunal. Let’s get started with you telling the audience a bit about your career here at Morningstar. It started back in the late 90s, right?Your series, Investors First, is airing live on YouTube for the first time on September 10th. Can you tell us about the mission behind it? What are you hoping to achieve with the series?It’s important to have these conversations with investors. What can Morningstar do to further empower them?Investors have experienced a lot of short-term volatility this year. How do folks stay focused on their long-term goals? Read about topics from this episode.  Subscribe to Morningstar’s DividendInvestor newsletter. Why 2025 Is the Year to Invest in International Stocks Why It’s Not Too Late to Add International Exposure What Investors Can Learn from Dow’s 50% Dividend Cut Where to Find Bargain Stocks in an Expensive Market  Watch more from the Investors First series:Investors First: Evolving Expectations and Expanding Access Where Should Investors Look Next Among Economic Mixed Messages? Investors First: Navigating the Rise of Active ETFs in a Competitive Market Investors First: The Convergence of Public and Private Markets  What to watch from Morningstar. This Classic Investment Strategy Is Still Alive in 2025 These 16 Standout Funds Are Making Big Bets. Do They Fit in Your Investment Portfolio?Market Volatility: Investors Are Seeking Safety in Gold ETFs. Is It Working?Why Bonds Belong in Your Diversified Portfolio (Even Now) Read what our team is writing.David Harrell Kunal KapoorIvanna Hampton Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: 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.

Is the 60/40 portfolio living up to its reputation of resilience this year? The merit of a classic portfolio of 60% stocks and 40% bonds has been a matter of debate in recent years. A diversified 60/40 strategy failed to protect investors in 2022’s broad market crash—in fact, an all-stock portfolio would have held up better. However, a historical deep dive from Morningstar concluded that the tried-and-true approach lessened the pain in almost all of the worst market crashes in 150 years better than an all-stock portfolio. Morningstar Inc Portfolio Strategist Amy Arnott discusses the 60/40 portfolio’s ups and downs and its performance in 2025.On this episode:What is a 60/40 portfolio, and why is it popular? We often hear claims that the 60/40 portfolio is “dead” or obsolete. Why does it get criticized so much? Some of that criticism flared up in 2022. Why was the performance so bad for the 60/40 portfolio that year? Volatility has rocked the markets in 2025. How has the classic investment strategy done so far this year? Are there any asset classes that have performed better so far in 2025? Why? And which ones have struggled? Interest rates are sitting above 4%, but market watchers are anticipating the Federal Reserve will cut rates in September. What could that mean for the fixed-income part of the 60/40 portfolio? How do you think the 60/40 portfolio will perform over the next few years? Should people still rely on the 60/40 portfolio, or is another strategy better like the 70/30 or 50/30/20, which can be a mix of stocks, bonds, and alternatives? The tried-and-true strategy has proved its worth. So, what’s the final takeaway for current retirees, future retirees, or anyone seeking less risk?Read about topics from this episode.  The 60/40 Portfolio: A 150-Year Markets Stress TestIs the 60/40 Portfolio Feeling ’22?What We’ve Learned From 150 Years of Stock Market CrashesHow Does Your 60/40 Portfolio Allocation Compare With the Pros?Why 2025 Is the Year to Invest in International StocksWhy It’s Not Too Late to Add International ExposureWhy Holding Assets Outside the US Dollar Has Paid Off in 2025How to Use Gold in Your PortfolioPortfolio Diversification Is Winning in 2025 What to watch from Morningstar. These 16 Standout Funds Are Making Big Bets. Do They Fit in Your Investment Portfolio?Market Volatility: Investors Are Seeking Safety in Gold ETFs. Is It Working?Why Bonds Belong in Your Diversified Portfolio (Even Now)Covered-Call ETFs Are Booming. But Not All Yield Is Good Read what our team is writing.Amy ArnottIvanna Hampton Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: 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.

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 33How Smart People Screen for FundsStop Screening Funds This WayWorried About a Market Selloff? These 10 Funds Reduce Portfolio RiskThe Big Secret to Long-Term Investment SuccessHoly Smokes! These Funds Could Get Barbecued4 New Funds on Our RadarMorningstar 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 GoodThis Dividend Investing Strategy Deserves a Second Look Read what our team is writing.Russel KinnelIvanna Hampton Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: 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.

Investors are piling into global gold ETFs for a safe haven from uncertainty. Demand surged in the first half of 2025, according to a new report from the World Gold Council. The industry trade group points to geopolitical turmoil, global trade policies, and higher gold prices for driving interest in these ETFs. The lure of investing in gold ETFs can vary from wanting to diversify a portfolio, hedge against inflation risks, or simply bet on rising prices. Bryan Armour explains what you should know about this speculative asset. He’s the director of ETF and passive strategies research for North America at Morningstar Research Services. On this episode:What are gold ETFs, how many types are there, and how do they work? The World Gold Council says there was strong demand for global gold ETFs in the first half of 2025. How much money has flowed in and out of these ETFs, and what’s your take on that?How have gold ETFs held up against market volatility in 2025? How does it compare with other periods of uncertainty? Let’s talk about your recent article about how to choose the right gold ETFs. You pointed out that a two-month launch difference helped create a big gap in assets between the two largest gold ETFs. Can you talk about the rivalry between SPDR Gold Shares GLD and iShares Gold Trust IAU?You listed those two ETFs and several others as top gold ETFs in your article. What makes one of these ETFs different from the other? What should investors zoom in on to find the right ETF for them? How do trading costs affect buy-and-hold investors and day traders differently?The IRS applies a different tax treatment to gold than stocks or bonds. What should investors know? What are the best gold ETFs, and why?Let’s quickly pivot to another speculative asset. People sometimes refer to bitcoin as digital gold. Is that a fair comparison? How has it performed so far this year?Would you say gold ETFs or bitcoin has served as a better hedge?Read about topics from this episode.  Digging for Gold With ETFs 5 Tips for Trading ETFs How to Use Gold in Your Portfolio Commodities vs. Gold: Which Is the Better Inflation Hedge? 3 ETFs to Diversify Your Portfolio Diversification Landscape: Building Diversified PortfoliosMorningstar′s Guide to ETF Investing  What to watch from Morningstar. Why Bonds Belong in Your Diversified Portfolio (Even Now) Covered-Call ETFs Are Booming. But Not All Yield Is GoodThis Dividend Investing Strategy Deserves a Second LookMarket Volatility: Is Your Investment Portfolio Ready for a US-EU Trade Deal? Read what our team is writing.Bryan ArmourIvanna Hampton Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: 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.

Fixed-income investors, bonds are rising to the occasion and looking attractive again. Their yields are higher, and they have delivered as diversifiers against stock sell-offs this year. Yet, uncertainty has muddled the outlook as the bond market seeks clarity about tariffs, inflation, and interest rates.Paul Olmsted covers US fixed-income strategies for Morningstar Research Services. The senior manager research analyst explains why you need bonds for a balanced portfolio.Let’s start with how you’re thinking about the bond market in 2025. Can you talk about what you have considered key moments this year? As a follow-up, what is at the core of the bond market’s concerns?We’re recording this episode on July 30th around 10:30am. The Fed is expected to announce their interest-rate decision this afternoon. Market watchers are predicting the Fed will hold rates steady. High interest rates pose a risk to bonds. What other risks should investors watch out for now? Some bond investors are seeking a “Powell hedge” due to expectations that Trump could oust the Fed Chair. What are they hedging against, and is this something everyday investors need to think about? What’s the probability of Trump firing Powell before the Fed Chair’s term ends in May 2026, and who would be the ideal candidate? We have talked about how the memory of the worst bond market ever in 2022 is still lingering. However, bonds served as diversifiers during stock sell-offs earlier this year. Why do you think bonds can’t shake the bad rap?What’s the optimal bond allocation in a diversified portfolio during a high-rate environment? Should investors focus more on whether their holdings are short- or long-term, or is credit quality a bigger issue?What are the best bonds for portfolio diversification?What’s the takeaway for fixed-income investors for the rest of 2025? Read about topics from this episode.  Investors Should Embrace Elevated Bond Yields3 Principles to Invest By, Whatever Comes NextWhy the Fed’s Independence Matters to Markets, the Economy, and Your Wallet4 Top-Performing High-Yield Bond FundsTariffs and Dollar Weakness Tested US ResilienceIncome 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 GoodThis Dividend Investing Strategy Deserves a Second LookMarket 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 OlmstedIvanna Hampton Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: 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.

Daniel Sotiroff, senior manager research analyst for Morningstar Research Services, explains how covered-call ETFs work along with the popular investment’s risks and rewards. On this episode:What are covered-call ETFs, and how do they work?Why are retirees and other income investors drawn to these ETFs? What’s making them so popular this year?Their yields look very high. What is driving them?What types of trade-offs are investors making?ETFs are known to be tax-efficient investments. What are the tax considerations for covered-call ETFs?Should you hold covered-call ETFs in a taxable or tax-deferred account?What’s the optimal retirement account to hold covered-call ETFs?Let’s talk about covered-call ETF performance in 2025. What have you’ve seen?Which covered-call ETFs do Morningstar analysts consider a solid choice for investors, and why? Read about topics from this episode. Should You Own a Covered-Call ETF Like JEPI? Is It Time to Reconsider Dividend Funds? 3 Great ETFs for Jittery Markets Covered-Call and Buffer ETFs: Stock Investing With Less Gain but Less PainCovered-Call and Buffer ETFs: Do the Pros Outweigh the Cons?100% Downside Protection ETFs: What’s the Catch?Our 2025 ETF Predictions: A Midyear ReviewCovered-Call Stock Funds Like JEPI Are Popular. Should They Be?The Active ETFs That Led Inflows During 2025’s First Half5 Charts on How Tariff Trouble Rocked US Fund FlowsInvestors, Be Careful When Buying New ETFsTax-Efficient Retirement-Bucket Portfolios for ETF Investors25 Top Picks for Tax-Efficient ETFs and Mutual FundsHow to Maximize the Tax Efficiency of an ETF Portfolio3 Great ETFs for an IRA in 2025The Best ETFs and How They Fit in Your Portfolio What to watch from Morningstar. This Dividend Investing Strategy Deserves a Second LookMarket Volatility: Is Your Investment Portfolio Ready for a US-EU Trade Deal?Market Volatility: 4 Key Factors to Track in Q3 2025Is the International Outlook Brighter Than the US? Read what our team is writing.Daniel SotiroffIvanna Hampton Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: 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.

Amy Arnott, portfolio strategist for Morningstar Inc., discusses how a popular dividend investing strategy works, and who would or wouldn’t benefit from it. On this episode:Let’s focus on when dividend reinvesting works as a strategy and when it does not. Who should consider reinvesting dividends?When shouldn’t an investor reinvest their dividends?Are there any differences between reinvesting dividends in a taxable vs a tax-deferred account?What types of dividends are taxable and non-taxable?This part of the episode includes a correction: A response about which dividends are taxable versus nontaxable should have said, “If you're in a bond fund, most dividends would be taxable unless you’re investing in Treasury bonds, which would normally be exempt from state and local taxes.” We incorrectly said federal taxes.How long you’ve owned a dividend-paying stock matters when it comes to taxes. Can you explain the differences between qualified and non-qualified dividends?What kind of record-keeping does reinvesting dividends require, and how does reinvestment affect the cost-basis?How are considerations different for stock dividends vs fund dividends?What’s the final takeaway for the audience about dividend reinvestment?  Read about topics from this episode. When to Reinvest Dividends (or Not)These 4 Dividend ETFs Strike the Right Balance for Income Investors10 Top Dividend Stocks for 202513 Elite Companies With Fast-Growing DividendsWhat Are Dividends?The 10 Best Dividend StocksThe Best Dividend FundsWhat 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 2025Is 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. ArnottIvanna Hampton Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: 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.

Michael Field, European Market Strategist at Morningstar Holland, talks about tariff risks for key sectors and European stock performance as market volatility persists. On this episode:President Trump pushed his tariff deadline from July to August. How are global markets reacting to the uncertainty during this tariff watch?The EU is one of America’s largest trading partners. How important is it for these two sides to strike a deal? And what’s at stake if they don’t before the deadline?More than two dozen countries make up the EU. The bloc is seeking lower tariffs for a variety of sectors like aircraft, car parts, and spirits. Talk about that. So, what sectors do you think could be hit the hardest, and which ones could be spared?The EU has presented a united front. However, some countries want a trade deal sooner than later. Can you talk about the debate you’re witnessing in Europe? Trade deals typically take years to be implemented, so any announcement would be a preliminary agreement. If a US investor has European companies in their portfolio, what would this framework mean for them in the long-term? Let’s shift to this year’s market performance of European stocks. What’s been winning? Which European stocks do Morningstar analysts consider undervalued, and why? Read about topics from this episode.  What’s Morningstar’s Outlook for Europe in 2025?Why It’s Not Too Late to Add International ExposureWhat Investors Need to Know About TariffsHere Are the Sectors and Industries That Are Vulnerable if Reciprocal Tariffs Come BackWhere Next for European and UK Stock Markets in 2025?Best International Companies to Own: 2025 EditionFind 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 2025Is the International Outlook Brighter Than the US?Digital Advice in 2025: What You Need to Know About Robo-AdvisorsDemystifying Private Equity and Private Credit ETFs: What Every Investor Should Know Read what our team is writing:Michael FieldIvanna Hampton Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: 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.

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 VolatilityMixed Expectations as Trump’s Tariff Deadline ApproachesHow Should Investors Prepare Themselves for Market Volatility?How Tariff Uncertainty Could Affect Company EarningsHow Trump’s Tax and Spending Bill Raises Concerns About Federal DeficitHow the Fed’s Decision on Interest Rates Could Affect the Yield CurveShould Investors Brace for More Market Volatility? Read about topics from this episode.  13 Charts on Q2’s Major Market Rebound Market Volatility: What to Watch in Q2 After Big Swings in Q1 Has the Stock Market Reached Peak Optimism on Tariffs? What Investors Need to Know About Tariffs Tariffs Would Likely Hit These US Stock Sectors the Hardest What Investors Need to Know About the Budget Reconciliation Bill The Deficit is the Biggest Risk for the Bond Market, Says Matt Eagan of Loomis Sayles How Much Will the Fed Cut Interest Rates? How Healthy Is the US Economy? Here’s What the Top Economic Indicators Say  What to watch from Morningstar. Is the International Outlook Brighter Than the US?Digital Advice in 2025: What You Need to Know About Robo-AdvisorsDemystifying Private Equity and Private Credit ETFs: What Every Investor Should KnowMarket Volatility: Portfolio Diversification Is Winning in 2025 Read what our team is writing:Sarah HansenIvanna Hampton Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: 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.

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 2025Why Economic Data Has Stayed More Stable Than the Markets During VolatilityWhy 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 AllocationShould 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 ShiftedHow US Investors Can Mediate US Dollar Weakness With International Equity Exposure Key Takeaways on the US Market Outlook vs International Market Outlook   Read about topics from this episode.  2025 Morningstar Investment Conference: How to Invest Today Bull or Bear? Here’s How the Outlook for Stocks Stacks Up BlackRock’s Rick Rieder: Why the US Economy Is Going to Be Fine 6 Charts on How Trump’s Tariffs Have Upended Global Markets Should Investors Rethink Global Diversification Amid Tariff Uncertainty? What Higher Bond Yields Mean for Markets in 2025 Why the Bond Market Looks Brighter Than It Did in 2022 The Trade Deals That Could Calm Wall Street Why Holding Assets Outside the US Dollar Has Paid Off in 2025 Consumer Stocks Stand Out Among Opportunities for the Second Half of 2025 For Investors Who Can Get Beyond Headline Risk, Opportunity Beckons in Bonds How Healthy Is the US Economy? Here’s What the Top Economic Indicators Say What to watch from Morningstar. Digital Advice in 2025: What You Need to Know About Robo-Advisors Demystifying Private Equity and Private Credit ETFs: What Every Investor Should KnowMarket Volatility: Portfolio Diversification Is Winning in 202513 Elite Companies With Fast-Growing Dividends Read what our team is writing:Philip Straehl Dominic Pappalardo Ivanna Hampton  Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: 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.

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 AdvisorsWho Should Use a Robo-Advisor?Benefits of Digital Investment Advice vs. a DIY ApproachDo Robo-Advisors Offer Retirement and Taxable Accounts?Limitations of Robo-AdvisorsRobo-Advisor Fee StructureHow Robo-Advisors Are Taking a Hybrid Approach to Financial AdviceHow Morningstar Rates the Best Robo-Advisors of 2025Do Robo-Advisors Control Security Selection in Your Portfolio?Why Betterment Is One of Morningstar’s Top 3 Robo-Advisors of 2025Why Fidelity Go Is 2025’s Runner-Up for Top Robo-AdvisorWhy Vanguard Remains the Best Robo-Advisor in 2025The Worst Robo-Advisor of 2025Read about topics from this episode.  Are Robo-Advisors Still Worth It?Compare Robo-Advisor Performance & Assess the Best OptionsThe Best Robo-Advisors of 2025Should You Be Using a Robo-Advisor?Are Robo-Advisors Worth Your Investment?Another Robo-Advisor Bites the DustWhat 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 KnowMarket Volatility: Portfolio Diversification Is Winning in 202513 Elite Companies With Fast-Growing DividendsThe Stock Strategies That Are Paying Off in 2025Worried About Inflation? What to Know Before Buying TIPS ETFs Read what our team is writing:Lan Anh TranMargaret Giles Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: 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.

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 ExpandingHow Private Assets Pose a Challenge in ETFsPrivate Asset ETF Performance: PRIV and XOVRWhat Does Morningstar Think of Private Asset ETFs?How Firms Are Pricing Private Portfolio SharesCan Private Credit ETFs and Private Equity ETFs Improve Diversification?What Investors Stand to Gain or Lose in Private MarketsWhy Private Equity and Private Credit ETFs Are Here to Stay Read about topics from this episode.  Register for the Morningstar Investment Conference 2025How Private Assets Impede the Benefits of ETFsNew Private Credit Funds Want Your Money. Here’s Why You Should Be CautiousIt’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 EquityUnlikely Allies: Vanguard and Others Team Up to Offer Private-Market InvestmentsPrivate Markets Are Coming to Financial AdvisorsInvestors First: Unlocking Opportunities in Private MarketsMorningstar′s Guide to ETF Investing What to watch from Morningstar. Market Volatility: Portfolio Diversification Is Winning in 202513 Elite Companies With Fast-Growing DividendsThe Stock Strategies That Are Paying Off in 2025Worried About Inflation? What to Know Before Buying TIPS ETFs Read what our team is writing:Bryan ArmourIvanna Hampton Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: 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.

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 2025Which 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 Diversification60/40 Portfolio vs. Diversified PortfolioWhy the 60/40 Portfolio Outperformed in the Long TermThe Best Ways to Diversify Your Portfolio During Market VolatilityWhat Hasn’t Held Up as Portfolio Diversifiers?How Tough Macro Environments Affect Diversification PatternsKey Takeaways   Read about topics from this episode.  Diversification Landscape: Building Diversified Portfolios 3 Assets That Might Not Diversify as Well as You Think Portfolio Diversification: Answers to Your Questions The Best Ways to Diversify Your Investment Portfolio in Today’s Market Should Investors Rethink Global Diversification Amid Tariff Uncertainty? For Diversification From Stocks, Cash Has Made a Good Case for Itself What Higher Inflation Means for Stock/Bond Correlations Morningstar’s Guide to Diversification Why Portfolio Diversification Has Helped in 2025 Why Holding Assets Outside the US Dollar Has Paid Off in 2025  What to watch from Morningstar. 13 Elite Companies With Fast-Growing Dividends The Stock Strategies That Are Paying Off in 2025Worried About Inflation? What to Know Before Buying TIPS ETFsMarket Volatility: The Trade Deals That Could Calm Wall Street Read what our team is writing:Amy ArnottIvanna Hampton Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: 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.

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 DividendsThis 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 2025Which 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 StocksUndervalued Dividend Growers Stock Picks Read about topics from this episode.  Subscribe to the Morningstar DividendInvestor newsletter.Stocks With 5 Years of Double-Digit Dividend Increases7 Undervalued Stocks that Just Raised Dividends10 Top-Performing Dividend StocksWhat You’re Getting Wrong About Dividend InvestingThe 10 Best Dividend StocksThese Dividend Aristocrats Provide Appealing Consistency for Investors What to watch from Morningstar. The Stock Strategies That Are Paying Off in 2025Worried About Inflation? What to Know Before Buying TIPS ETFsMarket Volatility: The Trade Deals That Could Calm Wall StreetBerkshire Hathaway's Annual Meeting Could Reveal Its Future PlansRetirees: Here's How to Tweak the 4% Rule to Protect Your Nest Egg Read what our team is writing:David HarrellIvanna Hampton Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: 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.

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 VolatilityWhy Lower-Volatility Stocks Help With Capital Preservation in the Long TermWhich 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 TrendsWhy Diversification Is Key When Investing in FactorsHow Often Should Factor Investors Check Their Portfolio?How to Position a Portfolio for Future Stock Market RotationsKey Takeaways Read about topics from this episode.  How Market Turmoil Made Low-Volatility Stocks Great AgainYou’re a Factor Investor. You Just May Not Know It YetPaying Attention to Investment Factors? You Should BeWhy You Shouldn’t Panic Over Daily Market SwingsWhy Quality Stocks Aren’t Doing Better This Year2025 Market Outlook: Markets Are Priced to Perfection, but Will It Last?Morningstar’s Guide to Diversification13 Charts on Q1’s Dramatic Rotation in Stocks3 Surprising Market Winners in 2025 What to watch from Morningstar. Worried About Inflation? What to Know Before Buying TIPS ETFsMarket Volatility: The Trade Deals That Could Calm Wall StreetBerkshire Hathaway's Annual Meeting Could Reveal Its Future PlansRetirees: Here's How to Tweak the 4% Rule to Protect Your Nest EggMarket Volatility: Which Investments Will Protect Your Portfolio in a Recession? Read what our team is writing:Dan LefkovitzIvanna Hampton Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: 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.

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. TIPSFlows Into TIPS ETFs in 2025 Surprises Morningstar’s ETFInvestor EditorHow TIPS Have Performed Against the Bond Market in 2025How Higher-for-Longer Interest Rates Could Create Higher RiskShould Investors Look to Short- or Long-Term TIPS During Market Volatility?What’s the Best Account to Hold TIPS ETFs?Who Should Invest in TIPS ETFs?2 Top TIPS ETFs Picks Read about topics from this episode.  Subscribe to Morningstar’s ETFInvestor newsletter.TIPS Funds Gain on Fears of Inflation and Economic DownturnHow to Use TIPS in Your PortfolioWhy the Fed May Wait Until July to Cut Interest RatesInflation Was Softer in April, but Tariff Impacts Still LoomWhat Now? An Investor’s To-Do List for Chaotic MarketsMorningstar′s Guide to ETF InvestingHow to Think About Time Horizons in Bond Investing6 Top-Performing TIPS Funds3 Defensive ETFs for Current Volatility What to watch from Morningstar. Market Volatility: The Trade Deals That Could Calm Wall StreetBerkshire Hathaway's Annual Meeting Could Reveal Its Future PlansRetirees: Here's How to Tweak the 4% Rule to Protect Your Nest EggMarket Volatility: Which Investments Will Protect Your Portfolio in a Recession?Market Volatility: What Lies Ahead in Trump’s Trade War Read what our team is writing:Daniel SotiroffIvanna Hampton Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: 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.

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 SentimentWhat Countries Need to Strike a Trade Deal to Calm Wall Street?What Persistent High Tariffs and Falling Imports From China Could Mean for the USHow Japan Moving Out of US Treasuries Could Rattle the Bond MarketHow Trump’s Tariffs on International Movies Could Affect the Services SectorHow Tariff-Induced Market Volatility Affects the US Dollar’s Strength GloballyHas Market Volatility Made the US a Risky Bet for Stock Investors?How Investors and Investment Managers Should Handle Market VolatilityWhat to Watch Before Trump’s 90-Day Tariff Pause Ends Read about topics from this episode.  9 Charts on Trump’s First 100 Days in the Markets 6 Charts on How Trump’s Tariffs Have Upended Global Markets Q1 GDP Forecast to Show Sharp Slowdown as Imports Surge Ahead of Tariffs US-China Trade War Cause Us to Reduce Most US Independent Producers’ Valuations by 2%-13% US Treasuries Sell Off as Trade War Calls Haven Status Into Question Dollar Hits 3-Year Low Against the Euro in Tariff Turmoil May 2025 US Stock Market Outlook: Eye of the Hurricane What to watch from Morningstar. Berkshire Hathaway's Annual Meeting Could Reveal Its Future PlansRetirees: Here's How to Tweak the 4% Rule to Protect Your Nest EggMarket Volatility: Which Investments Will Protect Your Portfolio in a Recession?Market Volatility: What Lies Ahead in Trump’s Trade War Read what our team is writing:Dominic PappalardoIvanna Hampton Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: 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.

Gregg Warren, senior analyst with Morningstar Research Services, discusses the succession, dividend, and stock portfolio questions he would ask at this year’s Berkshire Hathaway annual meeting. Warren previously pitched questions as part of the meeting’s analyst panel. Key Takeaways:Morningstar Analyst on Pitching Questions at Berkshire Hathaway Annual Meeting   Succession Planning for Berkshire Hathaway’s Insurance Business   What Investors Need to Know About Warren Buffett’s Successor   Should Greg Abel Spin Off Berkshire Hathaway’s Businesses or Issue a Dividend?   What We Are Listening for From Buffett on His Stock Sales at the Berkshire Hathaway Annual Meeting 2025   Does Warren Buffett Think the US Is Still a Solid Bet?   Is Berkshire Hathaway Stock a Buy? Read about topics from this episode.  10 Questions for Berkshire Hathaway’s 2025 Annual Meeting Subscribe to The Morning Filter on Apple Podcasts, or wherever you stream podcasts.What to Expect at Berkshire Hathaway’s Annual Meeting Why Berkshire Hathaway’s Stock is Beating the Market in 2025 What I Hope My 14-Year-Old Learned at Berkshire Hathaway’s Annual Meeting Warren Buffett Dismisses Concerns About Cash Holdings 9 Charts on Trump’s First 100 Days in the Markets US Treasuries Sell Off as Trade War Calls Haven Status Into Question How to Invest Like Warren Buffett The 4 Warren Buffett Stocks to Buy After Berkshire Hathaway’s Latest 13F Filing Warren Buffett Sold These 2 ETFs. Should You?  What to watch from Morningstar. Retirees: Here's How to Tweak the 4% Rule to Protect Your Nest EggMarket Volatility: Which Investments Will Protect Your Portfolio in a Recession?Market Volatility: What Lies Ahead in Trump’s Trade WarMarket Volatility: What to Watch in Q2 After Big Swings in Q1 Read what our team is writing:Greggory WarrenIvanna Hampton Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: 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.

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 RateConservative Estimate for Starting Safe Withdrawal RateWhy Has the Starting Safe Withdrawal Rate Gone Down? Flexible or Dynamic Strategies to Increase the Starting Safe Withdrawal Rate What Is the Spending-Ending Ratio? Retirement Spending Strategies That Leave Legacy Funds Strategies to Help Retirees Spend All Their Retirement Savings Should You Delay Social Security? What Type of Retiree Should Considering an Annuity?Pros and Cons of Deferred Annuities What’s Next for ’The State of Retirement Income’ Report? Read about topics from this episode.  Six Retirement Withdrawal Strategies That Stretch SavingsThe Best Ways to Maximize Your Retirement Income in 2025Navigating the Future of Retirement Income: Trends, Strategies, and InsightsMorningstar’s Retirement Income Research: Reevaluating the 4% Withdrawal RuleWhat’s a Safe Retirement Spending Rate for 2025?Maybe You Shouldn’t Delay Taking Your Social Security Benefits After AllHow to Retire: Tips for Entering RetirementTIPS Funds Gain on Fears of Inflation and Economic DownturnHow to Use Our Retirement Income Research  What to watch from Morningstar. Worried About a Market Sell-Off? These 10 Funds Reduce Portfolio RiskGray Divorce: How to Avoid Triggering a Costly Tax BillWhy the Bond Market Looks Brighter Than It Did in 2022Where to Find Bargain Stocks in an Expensive Market Read what our team is writing:Amy ArnottIvanna Hampton Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: 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.

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 SoonHow to Keep Yourself Steady During Market VolatilityHow Investors Nearing Retirement Can Avoid Sequence-of-Return Risk During Market VolatilityHow Retirees Can Mitigate Market Volatility Using the Bucket ApproachWhich Asset Classes Have Performed Best and Worst During a Recession?   What Investors Should Keep in Mind Before Going for Buying GoldWhy It’s Better to Own Large Companies During an Economic SlowdownWhy Consumer Defensive Stocks Have Been Resilient During Recessions   What Sectors Have Been Hit the Hardest in Past Recessions?Create an Investment Plan and Stick to It During Market Volatility   Read about topics from this episode.  Best Investments to Own During a RecessionMorningstar’s Take on Tariffs: Stock Impacts, Portfolio Tips, and MoreWhat We’ve Learned From 150 Years of Stock Market CrashesA Down-Market Survival Guide for Pre-RetireesA Down-Market Survival Guide for RetireesHow to Use Gold in Your PortfolioHow to Keep Your Cool in a Volatile MarketWhat Do Tariffs and Increased Recession Risk Mean for Banks?What Tariff Volatility Means for the Consumer Defensive SectorWhat Bucket Investors Should Do in Down MarketsIt Feels Different This Time—but It Probably Isn’t What to watch from Morningstar. Market Volatility: What Lies Ahead in Trump’s Trade WarMarket Volatility: What to Watch in Q2 After Big Swings in Q1Does it Pay to Copy Congress’ Stock Trades?Can Healthcare Stocks Keep Outperforming the Market?  Read what our team is writing:Amy ArnottIvanna Hampton Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: 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.

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 MeanMacroeconomic 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 2025Will the Fed Cut Interest Rates in May?How to Protect Your Retirement Portfolio During Market VolatilityWhat Investors Need to Have on Their Radar   Read about topics from this episode.  Tariffs and Emotions Shake Markets Now, But Discipline Wins Long-Term Morningstar’s Take on Tariffs: Stock Impacts, Portfolio Tips, and More Even With Trump’s Rollback, Tariffs Would Still Damage the US Economy Inflation Slows as Gas Prices Lead Decline in March CPIUS 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 DistributionsA Down-Market Survival Guide for Retirees What Now? An Investor’s To-Do List for Chaotic Markets This Time, It Really Is the Tariffs This Is What Real Market Uncertainty Looks Like   What to watch from Morningstar.Market Volatility: What to Watch in Q2 After Big Swings in Q1 Does It Pay to Copy Congress' Stock Trades?Can Healthcare Stocks Keep Outperforming the Market?Worried About a Market Sell-Off? These 10 Funds Reduce Portfolio Risk  Read what our team is writing:Dominic PappalardoIvanna Hampton Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: 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.

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 VolatilityWhat's next is now at the Morningstar Investment Conference. Register now to get to the source for cutting-edge research, expert insights, and thorough analysis. Click here to register.  Read about topics from this episode.  13 Charts on Q1’s Dramatic Rotation in StocksTrump Tariff Selloff: How Long-Term Investors Can Best Weather the StormTariffs and the Markets: What Investors Need to KnowQ1’s Biggest Lesson for Investors: Diversification WorksUS Stocks Fall Sharply as Recession Fears Build on Tariff WorriesTariffs Are a Self-Inflicted Economic CatastropheHow Caution and Contrarianism Paid Off for Investors During Q1What We’ve Learned From 150 Years of Stock Market CrashesInvestors 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 RiskGray Divorce: How to Avoid Triggering a Costly Tax Bill Read what our team is writing:Sarah HansenIvanna Hampton Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: 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.

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 TradesAre Members of Congress Good at Picking Stocks?The Firms Behind the ETFs: Subversive Capital and Unusual WhalesLimitations of the Data on Congressional Stock TradesHow Democrats and Republicans Invest DifferentlyBoth the Democratic and Republican ETFs Favor Tech StocksHow Outsize Tech Exposure Has Affected the Performance of These ETFsWhy Investors Face Concentration Risk With Thematic Funds Like Congressional ETFsWhy the ‘Black Box’ of Congress’ Investing Strategy Is Risky for InvestorsKey Takeaways on Investing in Congressional ETFs What's next is now at the Morningstar Investment Conference. Register now to get to the source for cutting-edge research, expert insights, and thorough analysis. Click here to register Read about topics from this episode.  The 2 ETFs That Track Congressional Stock TradesMorningstar’s Guide to ETF InvestingAn Investor’s Guide to the Next Trump AdministrationThe Big Shortfall: Understanding the gap in thematic fundsThe Best Tech Stocks to BuyAre Stock Investors in for Another Tech Wreck?What Trump’s Trade Wars Could Mean for the Global Economy and Markets6 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 BillWhy the Bond Market Looks Brighter Than It Did in 2022 Read what our team is writing:Zachary EvensMargaret Giles Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: 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.

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 DownturnHow Regulatory Changes Could Affect the Healthcare IndustryWhy Healthcare Stocks’ Valuations Look Attractive From a Bottom-Up ViewHow Have Healthcare Stocks’ Valuations Changed Historically?How Stock Valuations Differ Within the Healthcare Sector  How an Aging US Population Affects the Healthcare Sector  Will GLP-1 Drugs Continue to Grow?  Regulatory Risks for Healthcare Stocks  Healthcare Stocks Outlook  Are Healthcare Stocks a Buy?  Healthcare Stock Picks  How Amgen Is Using AI in Healthcare   Read about topics from this episode.  Healthcare: Sector Looks Undervalued with Pullback After US Election and Obesity DataNovo Nordisk: Next-Generation GLP-1/Amylin Drug Sees Leading Weight Loss in Small TrialHow GLP-1 Drugs Like Ozempic Are Boosting Biopharma StocksBiopharma Stock Election Impact: Potential Reduced IRA Headwind but Unpredictable Challenges22 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 BillWhy the Bond Market Looks Brighter Than It Did in 2022Where to Find Bargain Stocks in an Expensive Market  Read what our team is writing:Karen AndersenSarah Hansen Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: 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.

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 NewsletterHow to Diversify Away From Large-Growth FundsHow to Diversify Your Portfolio to Handle a Market Correction3 Super Risky Low-Risk FundsA Practical Test for Contrarian Investing: When Should You Go Against the Grain? Where to Invest in 2025 and BeyondThe Thrilling 365 Mistakes to Avoid With Your Investment Portfolio in 2025Can Growth Stocks Keep Powering the Market Higher? What to watch from Morningstar. Gray Divorce: How to Avoid Triggering a Costly Tax BillWhy the Bond Market Looks Brighter Than It Did in 2022Where to Find Bargain Stocks in an Expensive Market These 4 Dividend ETFs Strike the Right Balance for Income Investors Read what our team is writing:Russel KinnelIvanna Hampton Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: 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.

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 DivorceHow to Budget After DivorceWhat to Do if There’s a Budget Shortfall Social Security Divorce BenefitsGray Divorce Near RetirementWill a New Tax-Filing Status Result in Higher Taxes? How to Fairly Split Assets in Divorce How to Avoid Tax Penalties When Dividing Retirement AccountsPros and Cons of Keeping the Family HomeSelling the House and Downsizing After DivorceWhy Hire Professionals to Help with a Gray Divorce  Read about topics from this episode.  Gray Divorce: 10 Financial and Tax Issues You Must Know After 50Maybe You Shouldn’t Delay Taking Your Social Security Benefits After AllSix Retirement Withdrawal Strategies That Stretch Savings6 Retirement Financial Myths to AvoidWhat You Need to Know About Capital Gains DistributionsHow to Choose a Financial Advisor What to watch from Morningstar. Why the Bond Market Looks Brighter Than It Did in 2022Where 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 RowlingIvanna Hampton Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: 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.

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 2025Why Did the 10-Year US Treasury Yield Go Up After 2024 Interest Rate Cuts Why Bond Investors Are Worried Following the US Presidential ElectionWhat’s the Bright Side for Bonds?The Importance of Portfolio DiversificationMorningstar’s 2025 Bond OutlookKey Takeaways on Portfolio DiversificationWhat’s New in the Markets?What Are Restricted Stock Units?Risks Associated with RSUsExamining RSU Risk Through Portfolio PersonalizationUnderstanding Concentration Risk’s Effect on Your Total WealthDo Separately Managed Accounts Offer Enough Personalization? How Should Investors Mitigate the Risk?How Do Your Financial Goals Play Into Diversifying Your Concentrated Portfolio?Do You Need a Financial Advisor to Diversify Your Portfolio?Key Takeaways on RSUs and Portfolio Personalization Read about topics from this episode.  Experts Forecast Stock and Bond Returns: 2025 EditionWhat Higher Inflation Means for Stock/Bond Correlations10 Financial Rules of Thumb You Don’t Have to FollowDo as I Say (Not as I Do)Bonds Might Be Losing Money, but There Is a Bright Side8 Top-Performing High Yield Bond FundsStocks 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 BackfireShould Your Clients’ Stock Portfolios Consider Their Careers?  What to watch from Morningstar.Where to Find Bargain Stocks in an Expensive Market These 4 Dividend ETFs Strike the Right Balance for Income Investors Vanguard Fee Cuts May Be Small, But They’re a Win For Investors How Inflation, Tariffs, and More Could Impact Your Finances in 2025  Read what our team is writing:Dan LefkovitzPhilip StraehlIvanna Hampton Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: 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.

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 BoxWhat Is the Value-Growth Score for Stocks?Why Investors Should Look Deeper Than Overall Market TrendsInvestigating Stock Valuation Trends on the Tortoise and Hare WatchlistSmall-Cap Stock FindingsAre There Any Mega-Cap Stocks on Morningstar StockInvestor’s Watchlist?  Which Stocks Earned the Minimum Value-Growth Score?Which Stocks Earned the Maximum Value-Growth Score? What's next is now at the Morningstar Investment Conference. Register now to get to the source for cutting-edge research, expert insights, and thorough analysis.https://www.morningstar.com/business/events/morningstar-investment-conference?refid=investinginRead about topics from this episode.  Subscribe to the StockInvestor Newsletter3 Top Value Stocks to Buy and Hold for 202511 Newly Overvalued StocksTop 15 Value-Creating Stocks of the Past DecadeWeekly Market Update: Stocks Rise 1.35% as Tech Sector GainsJohn 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 InvestorsVanguard Fee Cuts May Be Small, But They’re a Win For InvestorsHow Inflation, Tariffs, and More Could Impact Your Finances in 2025Why Inflation Still Poses a Risk to Stocks and Bonds in 2025  Read what our team is writing:David HarrellIvanna Hampton Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: 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.

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 StrategiesBlindspots in Dividend  ETF InvestingAre 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 ETFsGold-Rated Dividend Growth ETFs from VanguardWhy is Vanguard’s Dividend Income Strategy Impressive?Why Schwab’s Dividend ETF Is Worthy of a Gold Rating What's next is now at the Morningstar Investment Conference. Register now to get to the source for cutting-edge research, expert insights, and thorough analysis.https://www.morningstar.com/business/events/morningstar-investment-conference?refid=investingin Read about topics from this episode.  The Top High Dividend ETFs for Passive Income in 2025Is It Time to Reconsider Dividend Funds?How to Choose a Dividend FundHow to Maximize the Tax Efficiency of an ETF Portfolio3 Great US ETFs for 2025 and BeyondWhat to watch from Morningstar.Vanguard Fee Cuts May Be Small, But They’re a Win For InvestorsHow Inflation, Tariffs, and More Could Impact Your Finances in 2025Why Inflation Still Poses a Risk to Stocks and Bonds in 2025Active ETFs vs Mutual Funds: What to Know Before Picking a New Fund Read what our team is writing:Bryan ArmourIvanna Hampton Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: 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.

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 2025Why Is Vanguard Cutting Fees Now?6 Noteworthy Vanguard Funds and ETFs With Cheaper Expense Ratios Vanguard Signals to Investors to Consider Bond FundsIs 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 TermHow Vanguard Can Keep and Grow Their Customer BaseWhat’s New in the MarketsIntroducing The Morning Filter PodcastHow The Morning Filter Brings Unique Insights to ListenersWhat to Expect from The Morning Filter’s Weekly Analysis of Stock Picks and Pans MarketOutlook 2025: What Investors Can Expect How Investors and Advisors Learn from The Morning FilterWhat'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.  Vanguard Cuts Fees on Nearly 90 Funds and ETFsVanguard in 2025: What Investors Need to KnowSubscribe 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 2025Why Inflation Still Poses a Risk to Stocks and Bonds in 2025Active ETFs vs Mutual Funds: What to Know Before Picking a New FundIt's Getting Easier to Invest in Private Assets. What Does That Mean for Investors? Read what our team is writing:Daniel SotiroffDavid SekeraSusan DziubinskiIvanna Hampton Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: 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.

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 2025How a Strong Jobs Market Fits into the Fed’s OutlookWhy Mortgage Rates Rose When Interest Rates FellWhen is the Next Fed Meeting in 2025?Are Interest Rates Going Down in 2025?How Mass Deportations Could Affect Businesses and ConsumersHow US Tariffs Could Affect Consumer Goods PricesTracking Inflation, Financial Conditions, and the Housing Market Read about topics from this episode.  What Trump’s Proposed Tariffs Would Mean for the Economy Forecasts for December PCE Report Show Continued Improvement on Core Inflation Fed Hits the Pause Button, Awaits Further Data Amid Policy Uncertainty An Investor’s Guide to the Next Trump Administration What to watch from Morningstar.Why Inflation Still Poses a Risk to Stocks and Bonds in 2025 Active ETFs vs Mutual Funds: What to Know Before Picking a New FundIt's Getting Easier to Invest in Private Assets. What Does That Mean for Investors?Where Investors Can Find the Highest Bond Yields in 2025 Read what our team is writing:Preston Caldwell Ivanna Hampton Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: 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.

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.

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 OutlookWhy Inflation is Running Hotter AgainWhat Stubborn Inflation Means for Investors and the EconomyMarkets’ Response to Inflation Why Investors Need to Pay Attention to Inflation DriversWhat Economists Think Is Next for InflationBottom Line for InvestorsWhat’s New in the Markets How Trump’s Policy Shift Could Affect Tesla and Other AutomakersIs It Still Possible for EVs to Hit Their Accelerated Growth Forecast?Why Tesla May Have a Comeback in 2025What to Look for in Tesla’s Upcoming EarningsMorningstar’s Outlook on Tesla Stock  Read about topics from this episode.  Markets Breathe a Sigh of Relief on Softer Core InflationDecember Inflation Data Closes Door on January Rate Cut, but There’s Improvement Under the HoodIs 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 FundIt's Getting Easier to Invest in Private Assets. What Does That Mean for Investors?Where Investors Can Find the Highest Bond Yields in 2025How the Fed's Surprise Outlook Adds to Market Uncertainty for 2025How to Diversify Your Portfolio to Handle a Market Correction Read what our team is writing:Sarah HansenSeth GoldsteinIvanna Hampton Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: 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.

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 ETFsAdvantages of Active ETFsAppeal for Day TradersDisadvantage of Active ETFsWhich Investors Should Consider Swapping Mutual Funds for ETF CounterpartsComparing Open-End Funds and Active ETFs on Key FactorsHow T. Rowe Price Funds Compare to ETFsFidelity Funds vs ETFs PerformanceCapital Group’s Different Approach to Their Funds vs ETFsDecision Expected From SEC on ETF Share Class Requests  What’s New in the Markets  Netflix's Message to CompetitorsToo Early to Judge Live Sports PushHow Can Netflix Increase Profits?  What to Watch for From Netflix’s Earnings Report Morningstar’s Outlook on Netflix Stock Read about topics from this episode.  How to Find the Right Active ETF for Your PortfolioWill Active ETFs Outnumber Passive ETFs?3 Great Active ETFs for Stock InvestorsAre Active ETFs Truly More Tax-Efficient?Morningstar’s Guide to Active ETFsAfter 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 2025How the Fed's Surprise Outlook Adds to Market Uncertainty for 2025How to Diversify Your Portfolio to Handle a Market Correction Read what our team is writing:Ivanna HamptonRuss KinnelMatthew Dolgin Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: 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.

Jack Shannon, senior manager research analyst for Morningstar Research Services, discusses how fund companies are looking to put private assets in the hands of everyday investors. He explains the risks and opportunities in private equity and private credit, and where this trend could go in 2025.What Are Private Assets? Risks of Private Assets vs. Public Assets Why Fund Companies Want to Give Retail Investors Access to Private Assets How Investors Can Access Private Assets Today Why Funds Choose Private Credit Instead of Private Equity Why Companies Stay Private How the Lack of Liquidity in Private Assets Plays Out in Interval Funds How Funds Provide Exposure to Private Equity Do Funds with Private Equity or Private Credit Exposure Have Better Performance?  Would Holding Private Assets in an ETF Work? Opportunities for Investors in Private Asset Funds Private Asset Fund Outlook Read about topics from this episode.  Morningstar's 2025 Outlook: Future Market Investment Strategies When Will Public and Private Equity Markets Finally Converge? DXYZ: This Closed-End Fund Is Not Destiny’s Child Invest in SpaceX Alongside Elon Musk? Why This Closed-End Fund Is Not Worth the Ride Private Credit: Avoid This Common Asset Allocation Mistake 2025 US Private Credit Outlook: More M&A, Larger Lenders, Bigger Market Ask Your Advisor These Questions Before Investing in Private Credit What to watch from Morningstar.Where Investors Can Find the Highest Bond Yields in 2025 How the Fed's Surprise Outlook Adds to Market Uncertainty for 2025 How to Diversify Your Portfolio to Handle a Market Correction What Higher Bond Yields Mean for Markets in 2025 Read what our team is writing:Jack Shannon Margaret Giles  Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: 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.

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 KingIs a 3% Interest Rate Forecast a Wake-Up Call?Why It's a Good Time for Investors to Move Out of CashWhy Investors Should Move Longer Term in Fixed IncomeAre Corporate Bonds Still Attractive?Where We Are Seeing Promising Yields From Global Bonds  What to Keep in Mind When Investing in Global BondsWhere to Invest in 2025 Read about topics from this episode.  Where to Find Returns When Interest Rates Fall Morningstar's 2025 Outlook: Future Market Investment Strategies Morningstar’s 2025 Investment Outlook for Financial Advisors Why Our Best Investment Ideas for 2025 Are Outside the US   What to watch from Morningstar. How to Diversify Your Portfolio to Handle a Market CorrectionWhat Higher Bond Yields Mean for Markets in 2025Yes, You Can Still Find Tax-Loss Harvesting Opportunities in 2024 Read what our team is writing:Dominic PappalardoIvanna Hampton Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: 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.

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 20255Did 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 2025Will Trump’s Tariffs Cause Inflation to Rise?Will the Market’s Momentum Continue into 2025?High Yields in the Bond Market Are Benefitting InvestorsWill the Trump Administration Boost Bitcoin’s Growth?How Investor’s Should Approach Trump’s Second Term5 Stories Investors Should Watch for in 2025 Read about topics from this episode.  Subscribe to Morningstar’s SmartInvestor newsletter.Stocks Tumble on New Fed Rate Forecast—Here’s Why Fed Sets Stage For Fewer (or Possibly No) Rate Cuts in 2025 Forecasts for November PCE Preview Show More Moderation in Inflation What to Expect From Bitcoin in 2025 What Higher Bond Yields Mean for Markets in 2025 What to watch from Morningstar.How to Diversify Your Portfolio to Handle a Market CorrectionWhat Higher Bond Yields Mean for Markets in 2025Yes, You Can Still Find Tax-Loss Harvesting Opportunities in 2024A Simpler Medicare Part D Is Coming. Here's How It Could Save You Money Read what our team is writing:Tom LauricellaIvanna Hampton Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: 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.

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 NowWhat Triggered Growth’s Largest Selloffs Since 2000What Was Unusual About the Growth Correction in 2022Top-Rated Bond Funds that Could Help with Saving for an Emergency FundBond Funds that are Defensive if Growth Gets Crushed  Small-Value Funds Out of Sync With Large Growth  Mid-Growth Funds that are Good Diversifiers Read about topics from this episode.  Subscribe to the Morningstar FundInvestor newsletter. 6 Top-Performing Large-Growth Funds Is It Time to Diversify Beyond US Large-Cap Growth Stocks? How to Rebalance Your Portfolio Before 2025 The Best Funds for Rebalancing in 2025 The Best Bond Funds   What to watch from Morningstar.What Higher Bond Yields Mean for Markets in 2025 Yes, You Can Still Find Tax-Loss Harvesting Opportunities in 2024A Simpler Medicare Part D Is Coming. Here's How It Could Save You MoneyA Better Way to Use Leverage in Your ETF Portfolio Read what our team is writing:Russel KinnelIvanna Hampton  Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: 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.

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 YieldsWhat the Current Run-Up in Bond Yields Tells Us About the MarketsHow 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 MortgagesHow Today’s Bond Yields Can Benefit Investors When Looking at Portfolio Construction  Economic Outlook 2025 Key Takeaways Read about topics from this episode.  Postelection Deficit Concerns Fuel Jump in Bond YieldsTrump’s Tariffs: A Wild Card for the Markets in 2025Fed 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 2024A Simpler Medicare Part D Is Coming. Here's How It Could Save You MoneyA Better Way to Use Leverage in Your ETF PortfolioApple Earnings Are on Deck. Will Apple Intelligence Help Drive iPhone Sales?  Read what our team is writing:Sarah Hansen Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: 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.

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 OpportunitiesWhat is the 30 Day Rule for Tax-Loss Selling?Why Investors Should Think About Tax-Loss Selling When Markets Are UpHow to Make Tax-Loss Selling a Part of Your Portfolio Maintenance Strategy  Why Tax-Loss Selling is a Bear Market Strategy   Read about topics from this episode.  How You Could Benefit from Tax-Loss Selling This YearAre Active ETFs Truly More Tax-Efficient?Ready for a Big Capital Gains Tax Bill?What You Need to Know About Capital Gains DistributionsWhich 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 MoneyA Better Way to Use Leverage in Your ETF PortfolioApple Earnings Are on Deck. Will Apple Intelligence Help Drive iPhone Sales?Is Your Portfolio Built to Withstand a Market Rotation? Read what our team is writing:Christine BenzMargaret Giles Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: 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.

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 TrapsShould Investors Focus on Total Return Rather Than Dividends Alone?How a Dividend-Focused Investment Strategy Can Help with Safe Withdrawal RatesWhy Investors May Not Want to Create Their Own DividendWhy Long-Term Performance Matters When Looking at Dividend Stocks Versus the Broder MarketAre Share Repurchases Better Than Dividends at Returning Capital to Stock Owners? (This part of the episode includes a clarification: Taxes on qualified dividends can be avoided if your AGI is below certain levels.)Drawbacks of a Dividend-Focused Investment Strategy  Has Dividend Investing Created Bad Investor Behavior? Read about topics from this episode.  Subscribe to the Morningstar DividendInvestor newsletter.3 Dividend Stocks for November 2024Are 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 MoneyA Better Way to Use Leverage in Your ETF PortfolioApple Earnings Are on Deck. Will Apple Intelligence Help Drive iPhone Sales?Is Your Portfolio Built to Withstand a Market Rotation? Read what our team is writing:David HarrellIvanna Hampton Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: 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.

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 AdvantageWhy Seniors Shouldn’t Just Roll Over Their Plans in 20252025 Medicare Part D ChangesMedicare’s New Prescription Payment PlanWhat Should Seniors Do If Their Medicare Advantage Plan is Being Eliminated?What You Need to Know About Switching Between Traditional Medicare and Medicare Advantage  Where You Can Go to Get Help Choosing a New Medicare Plan Read about topics from this episode.  Medicare Open Enrollment: What to Know as You Enroll for 2025I’m 65 and Still Working. Should I Enroll in Medicare?Are Consumers Better Off With Medicare Plus a Medigap Plan?  What to watch from Morningstar.A Better Way to Use Leverage in Your ETF PortfolioApple Earnings Are on Deck. Will Apple Intelligence Help Drive iPhone Sales?Is Your Portfolio Built to Withstand a Market Rotation?Inherited IRA Rules: What You Need to Know Before 2025  Read what our team is writing:Mark MillerIvanna Hampton Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: 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.

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 InvestingVolatility Drag and Leveraged ETFsWhy Does Leverage Kill ETFs?What Are ETPs?A Better Way for Investors to Use Leverage in Their PortfolioHow Can Investors Add Leverage to Their Portfolio Without Volatility Drag?Costs of Leveraged ETFsHow Most Investors Should Gain Exposure to LeverageDo 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 CentersAre 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’ EarningsUtilities Stock Picks Read about topics from this episode.  Subscribe to Morningstar's ETFInvestor Newsletter. The AI Revolution Is Ready to Power Up. It Just Needs Electricity Utilities: Falling Interest Rates, Growth Outlook Boosting Stocks What to watch from Morningstar.Apple Earnings Are on Deck. Will Apple Intelligence Help Drive iPhone Sales? Is Your Portfolio Built to Withstand a Market Rotation? Inherited IRA Rules: What You Need to Know Before 2025How to Find the Best Health Savings Account Read what our team is writing:Bryan Armour Travis Miller Ivanna Hampton Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: 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.

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 HealthcareWhy Americans Need More Long-Term Care Than Ever BeforeLong-Term Care Isn’t Just in Nursing HomesDoes Medicare Cover Long-Term Care Costs?Who Should Consider Long-Term Care Insurance?The Financial Implications of Continuing Care Retirement CommunitiesHoward Gleckman’s Experience with Long-Term Care Key Takeaways Hi, I'm Christine Benz from Morningstar and welcome to the How to Retire podcast. It's a companion to my book, which is also called How to Retire. Each episode will provide a bite-sized lesson about how to do some aspect of retirement well.If you read my work regularly, you know that I'm a little bit obsessed with the topic of long-term care, not just how to pay for it, but also all of the other dimensions of it, like the impact on families. To help discuss that topic, I reached out to Howard Gleckman. He is the author of a book called Caring for Our Parents, and he is also a Senior Fellow at the Urban Institute, where he is affiliated with the Tax Policy Center and the Program on Retirement Policy. He also writes a great blog for Forbes. I asked him to discuss the basics of long-term care, as well as the financial ramifications and implications for caregivers. More from Howard GleckmanBioForbes ColumnUrban InstituteTaxVox blogCaring For Our Parents, by Howard GleckmanHoward Gleckman on The Long View: ‘We Pretend This Isn’t a Problem’ Read more from Christine Benz.How to Retire: Tips for Entering RetirementThe Hidden Crisis in Long-Term CareHow Likely Are You to Need Long-Term Care?6 Steps for Smart Long-Term-Care PlanningWorried About Long-Term Care Expenses? Let’s Do Something About It. Watch more from How to Retire.How to Retire: Prioritize Tax Planning in RetirementHow to Retire: Transition from Saving to SpendingHow to Retire: Consider a Retirement Bucket Portfolio StrategyHow to Retire: Know What ‘Enough’ Means in RetirementHow to Retire: Understand the Role of Working LongerHow to Retire: Stay Flexible with Your Retirement Spending  Read what our team is writing:Christine Benz Follow Christine Benz on social media.X: https://x.com/christine_benzLinkedIn: 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.

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 BondsThe Role of Bank Loans in Your PortfolioWhy the Market for Bank Loans Has GrownCompanies With Bank Loans TodayWhy Bank Loans Are Less Volatile Than Junk BondsHow Interest-Rate Cuts Could Affect Floating-Rate InvestmentsCould 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 CarsCould Nvidia Taking the Title as the World’s Most Valuable Company Affect Apple?What to Look for in Apple EarningsApple Stock Outlook Read about topics from this episode.  The Morningstar LSTA US Leveraged Loan Index Highlights a Growing Asset Class Popular With Credit Investors A Way to Protect Your Portfolio Against Bond Price DropsCan 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 2025How to Find the Best Health Savings AccountHow GLP-1 Drugs Like Ozempic Are Boosting Biopharma Stocks Read what our team is writing:William Kerwin, CFA Katie Binns Ivanna Hampton Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: 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.

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 PortfolioWill Your Taxes Decrease in Retirement?Key Tax Strategies for Retirees Before They Have to Take RMDsDo Rules of Thumb for Retirement Spending Make Sense?How to Lower Your RMD Tax BillsHow Qualified Charitable Distributions Can Help Lower Your Tax BillKey Takeaways Hi, I'm Christine Benz from Morningstar and welcome to the How to Retire podcast. It's a companion to my book, which is also called How to Retire. Each episode will provide a bite-sized lesson about how to do some aspect of your retirement well.Today's episode will focus on the tricky topic of tax planning during retirement. To tackle this topic, I reached out to Jeff Levine, who is Lead Financial Planning Nerd at Kitces.com, and also serves as Chief Planning Officer at Buckingham Wealth Partners. Jeff is exceptionally good at explaining complex tax matters, so I knew that he would do a great job of delving into this topic.More from Jeff LevineBioKitces.comBuckingham Wealth PartnersJeff Levine on The Long View: Smart Tax Moves for 2023 and Beyond Read more from Christine Benz.How to Retire: Tips for Entering RetirementThe Big Retirement MythCan You Control Required Minimum Distributions?8 Little-Known Facts About RMDsAn Investing Road Map for Retirees Read about topics from this episode. 4 RMD Mistakes to AvoidHow Retirees Can Avoid the ‘Tax Torpedo’ Watch more from How to Retire.How to Retire: Transition from Saving to SpendingHow to Retire: Consider a Retirement Bucket Portfolio StrategyHow to Retire: Know What ‘Enough’ Means in RetirementHow to Retire: Understand the Role of Working LongerHow to Retire: Stay Flexible with Your Retirement Spending Read what our team is writing:Christine Benz Follow Christine Benz on social media.X: https://x.com/christine_benzLinkedIn: 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.

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 OutlookWhat’s Fueling Dividend Stocks Outperformance Against the Broader Market?Bond Performance in Q3 and Early Q4What Investors Need to Watch Out for in Q4Will the Market Rotation Persist? What’s Coming Up in the Markets?Why Boeing’s New CEO Announced Massive LayoffsHow Boeing is Trying to Prevent a Credit DowngradeWhat Boeing is Delaying and Eliminating to Move ForwardWhere the Machinists’ Strike Stands at Boeing What to Look for in Boeing’s Q3 EarningsHow Investors Should Approach Boeing Stock Read about topics from this episode. 3 Lessons From Recent Stock Market DramaQ3 in Review and Q4 2024 Market OutlookWhat the Election Could Mean for Big Tech StocksHow to Use Large-Cap Stocks in a PortfolioBoeing: Machinists Union Strike Unavoidable and Unfortunate What to watch from Morningstar.Inherited IRA Rules: What You Need to Know Before 2025How to Find the Best Health Savings AccountHow GLP-1 Drugs Like Ozempic Are Boosting Biopharma StocksIs the Fed’s Plan to Avoid a Recession Working? Read what our team is writing:Dan LefkovitzNicolas OwensIvanna Hampton Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: 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.

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 RetirementHow to Plan for Retirement When Your Spouse Doesn’t Retire at the Same TimeAre Annuities Helpful for In-Retirement Cash Needs?Delaying Social Security in RetirementHow Couples Can Approach Different Money Mindsets in RetirementKey Takeaways Hi, I'm Christine Benz from Morningstar and welcome to the How to Retire podcast. It's a companion to my book, which is also called How to Retire. Each episode will provide a bite-sized lesson about how to do some aspect of retirement well.One of my favorite personal finance journalists is author and Washington Post columnist, Michelle Singletary. Happy to say that I've gotten to know Michelle a bit through our regular conversations. In her work and presentations, she frequently discusses her thriftiness. So, I wanted to discuss with Michelle an issue that I've observed through talking to a lot of retirees, that if they've been good savers like Michelle, it's difficult to flip the switch into spending. I asked her to discuss that transition in her own household. More from Michelle SingletaryBioThe Color of MoneySpend Well, Live RichWhat To Do With Your Money When Crisis Hits: A Survival Guide, by Michelle SingletaryMichelle Singletary on The Long View: 'You Need Diversity' Read more from Christine Benz.How to Retire: Tips for Entering Retirement3 Tricky Decisions for Every Retirement PlanWe Need to Talk About Your Retirement ‘Spending’Social Security Planning Tips for Married CouplesHow to Determine Your Expected Retirement Date Read about topics from this episode. The Psychology of Retirement Income: From Saving to SpendingHow Retirees Can Avoid the ‘Tax Torpedo’ Watch more from How to Retire.How to Retire: Consider a Retirement Bucket Portfolio StrategyHow to Retire: Know What ‘Enough’ Means in RetirementHow to Retire: Understand the Role of Working LongerHow to Retire: Stay Flexible with Your Retirement Spending Read what our team is writing:Christine Benz  Follow Christine Benz on social media.X: https://x.com/christine_benzLinkedIn: 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.

Secure Act ConcernsRules for Traditional and Roth IRAs and Changes for Inherited IRAsWill 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 RuleWhat 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 2024Key Takeaway Read about topics from this episode. IRS Finalizes RMD Regulations: Key Takeaways and the 10-Year Rule for BeneficiariesHow to Avoid Unintended Distributions from Inherited IRAs and 401(k)s4 RMD Mistakes to AvoidIRS Extends Waiver of Excise Tax for Inherited IRAs, but Not RMDsInherited IRAs: What to Know About Taxes, RMDs, and More What to watch from Morningstar.How to Find the Best Health Savings AccountHow GLP-1 Drugs Like Ozempic Are Boosting Biopharma StocksIs the Fed’s Plan to Avoid a Recession Working?Don't Overlook These Crucial Parts of Your Retirement Plan Denise Appleby, Morningstar contributor, explains the new inherited IRA rules including whether heirs need to take RMDs and follow the 10-year rule.  Plus, what the next steps are if a beneficiary, who inherited an IRA since 2020, hasn’t taken RMDs yet.  Read what our team is writing:Denise ApplebyIvanna Hampton Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: 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.

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 InvestorsHow the Bucket Approach Helped Keep Clients Steady During Market DownturnsBenefits of Limiting Cash in Retirement PortfoliosWhy Investors Should Avoid Too Many Retirement Buckets  Why Prioritizing Goals is Most Important for Retirement PlanningThe Most Underrated Aspect of Retirement PlanningOverrated Discussions in Retirement PlanningHarold Evensky’s Transition from Work to Retirement   Key Takeaways Hi, I'm Christine Benz from Morningstar and welcome to the How to Retire podcast. It's a companion to my book, which is also called How to Retire. Each episode will provide a bite-sized lesson about how to do some aspect of retirement well.Many of you know that I frequently talk about the bucket approach to retirement portfolio construction. I was inspired to work on bucketing after talking to Harold Evensky nearly two decades ago, and I knew that I wanted to chat with Harold for this podcast. He is the founder of Evensky & Katz/ Foldes Wealth Management and a retired professor of practice of the Texas Tech University Personal Financial Planning Department. Harold and I talked about how he hit on the bucket strategy and used it with his clients. More from Harold EvenskyBioEvensky & Katz / Foldes Wealth ManagementBlogHello Harold: A Veteran Financial Advisor Shares Stories to Help Make You Be a Better Investor, by Harold EvenskyHarold Evensky on The Long View: 'It's an Unmitigated Disaster' Read more from Christine Benz.How to Retire: Tips for Entering RetirementDo You Need More Than 3 Buckets?The Bucket Investor’s Guide to Setting Retirement Asset AllocationWhy Retirees and Investors Approaching Retirement Should Reduce Risk TodayTake This Simple Step As You Approach Retirement7 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 RetirementHow to Retire: Understand the Role of Working LongerHow to Retire: Stay Flexible with Your Retirement Spending Read what our team is writing:Christine Benz Follow Christine Benz on social media.X: https://x.com/christine_benzLinkedIn: 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.

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 FSAHow to Maximize the Triple-Tax Benefits of HSAsHow 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 SpendingWhat Makes a Good HSA for Investing?Top 3 HSA Providers for InvestingMorningstar’s Guide to the Best HSA Providers Read about topics from this episode. The Best HSA ProvidersWhat Can My HSA Be Used For?3 Tricks for Getting the Most Out of Your HSAHSA vs. FSA: How to Choose One  What to watch from Morningstar.How GLP-1 Drugs Like Ozempic Are Boosting Biopharma StocksIs the Fed’s Plan to Avoid a Recession Working?Don't Overlook These Crucial Parts of Your Retirement PlanBoating Season Is Over, but Don't Overlook These Recreational Vehicle Stocks  Read what our team is writing:Margaret GilesGreg CarlsonIvanna Hampton Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: 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.

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 AgePlanning for Long-Term Care in Retirement  Non-Financial Planning for RetirementHow to Establish a Sense of Identity Away From WorkHow to Take a Phased Approach to Retirement  Key Takeaways Hi, I'm Christine Benz from Morningstar and welcome to the How to Retire podcast. It's a companion to my book, which is also called How to Retire. Each episode will provide a bite-sized lesson about how to do some aspect of retirement well.One big question that people often grapple with as they contemplate retirement is whether they'll have enough, financially and otherwise, in retirement. To help address that question, I sat down with author and personal finance expert, Manisha Thakor. She wrote a book called MoneyZen: The Secret to Finding Your "Enough". She is also the founder of MoneyZen, which is a financial education consultancy. More from Manisha ThakorBioMoneyZen.comMoneyZen: The Secret to Finding Your “Enough,” by Manisha ThakorManisha Thakor on The Long View: Finding Your Enough Read more from Christine Benz.How to Retire: Tips for Entering RetirementHow to Determine Your Expected Retirement DateA Retirement Readiness ChecklistHow 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 LongerHow to Retire: Stay Flexible with Your Retirement Spending Read what our team is writing:Christine Benz Follow Christine Benz on social media.X: https://x.com/christine_benzLinkedIn: 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.

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 LillyHow Expanding the Conditions GLP-1 Drugs Treats Could Influence Insurance CoverageAre Weight Loss Drugs a Threat to Snack Food Stocks?Big Pharma’s Looming Patent CliffHow Medicare Negotiations Impact the Pharmaceutical IndustryWhat is a Biologic Drug?Upcoming Innovations in the Pharmaceutical IndustryWhich BioPharma Drugs Do We Expect to Contract?Big Pharma’s Five-Year OutlookBiopharmaceutical Stock Picks Read about topics from this episode. 2024 Biopharmaceutical Industry LandscapeObesity Drugs: Can New Firms Take Market Share From Eli Lilly and Novo Nordisk? Investment Opportunities in the Biopharma Industry Obesity Drug Market: The Next Wave of GLP-1 Competition  What to watch from Morningstar.Is the Fed’s Plan to Avoid a Recession Working? Don't Overlook These Crucial Parts of Your Retirement PlanBoating Season Is Over, but Don't Overlook These Recreational Vehicle Stocks5 Ways to Improve America’s Retirement Savings Read what our team is writing:Karen Andersen Ivanna Hampton  Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: 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.

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 ResearchWhy Early Retirees Can Spend More Than the 4% GuidelineHow to Adjust Your Retirement Spending Over TimeHow to Get Comfortable With Variability in RetirementHow to Transition from Saving to SpendingHow to Account for Long-Term Care in Your Retirement Spending PlanKey TakeawaysHi, 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 TharpBioKitces.comPeer Reviewed ResearchDerek Tharp on The Long View: An Alternative Approach to Calculating In-Retirement Withdrawals Read more from Christine Benz.How to Retire: Tips for Entering RetirementShould Your Retirement Withdrawals Mirror RMDs?3 Tricky Decisions for Every Retirement Plan7 Steps to Estimating Your In-Retirement Cash Flow NeedsHow to Pay Yourself in RetirementHow Likely Are You to Need Long-Term Care? Read about topics from this episode.The Psychology of Retirement Income: From Saving to SpendingThe 4% Retirement Rule Is Just a Starting Point Watch more from How to Retire.How to Retire: Understand the Role of Working Longer Read what our team is writing:Christine Benz Follow Christine Benz on social media.X: https://x.com/christine_benzLinkedIn: 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.

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 ReheatWhat 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 BorrowersIs the Fed on Track to Avoid a Recession and Pull of a “Soft Landing”? Read about topics from this episode.  How Much Will the Fed Cut Interest Rates?Fed Rate Cut Shows the Main Battle Against Inflation Has Been Won What’s Next for the Markets and Economy After the Fed Rate Cut? Fed Cuts Rates by Half-Point in Aggressive Start to Easing Cycle What to watch from Morningstar.Don't Overlook These Crucial Parts of Your Retirement Plan Boating Season Is Over, but Don't Overlook These Recreational Vehicle Stocks5 Ways to Improve America’s Retirement SavingsMutual Funds Turn 100. Can Investors Still Count on Them? Read what our team is writing:Ivanna HamptonPreston Caldwell  Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: 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.

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 AgeWhat Does the Data Tell Us About People Who Work Longer?How to Make Working Longer a Part of Your Retirement PlanDealing With Age Discrimination in the WorkplaceHow You Can ‘Ask and Address’ Your Needs in RetirementKey TakeawaysMore from Kerry HannonBioYahoo Finance ColumnIn Control at 50+: How to Succeed in the New World of WorkKerry 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 DateShould Working Longer Be a Part of Your Retirement Plan? Read what our team is writing:Christine Benz Follow Christine Benz on social media.X: https://x.com/christine_benzLinkedIn: 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.

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 IncomeBig Tech’s Influence on Global RevenueHow Nvidia Is Pushing the U.S. Stock Market to Be More GlobalCan Elections Influence the Revenue Picture for the U.S. Equity Market?Correlations Between Asset Classes in the U.S. and GloballyWhy Market Correlations Between Emerging Markets and Developed Markets Have Not RisenHow Revenue and Correlation Data Informs Portfolio DiversificationKey TakeawayPreview of The Week Ahead The Goal of Christine Benz’s New Book ‘How to Retire’How Spending Fluctuates Throughout RetirementWhy Retirees Underrate the Value of Safer Investments and Inflation ProtectionThe Role of Non-Portfolio Income When Structuring Retirement PortfoliosHousing in Retirement  Why Relationships are Important as We Age Towards RetirementRead about topics from this episode.  When Gauging the Impact of Geopolitical Risk on Equity Markets, Consider Their Revenue Sources Ian Bremmer: 4 Big Geopolitical Risks to Watch How Did Diversified Portfolios Hold Up in 2023? Christine Benz: 5 Things I Learned About Retirement Planning From My New Book 5 Critical Financial Steps to Take Before You Retire Open Social Security: A free, open-source Social Security strategy calculator  What to watch from Morningstar.Boating Season Is Over, but Don't Overlook These Recreational Vehicle Stocks 5 Ways to Improve America’s Retirement SavingsMutual Funds Turn 100. Can Investors Still Count on Them?Too Many Investment Accounts? Here’s How to Reduce the Clutter Read what our team is writing:Ivanna Hampton Dan Lefkovitz Christine Benz  Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: 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.

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 EvolvedWhat Factors Are Impacting Recreational Vehicle Companies?How Interest-Rate Cuts Affect Consumer Demand for Recreational VehiclesIs Recreational Vehicle Demand Correlated with Oil Prices?How Wealth and Market Activity Impact Consumer BehaviorWhat’s Behind Polaris and Malibu Boats’ Competitive Advantage?Polaris Stock OutlookMalibu Boats Stock Outlook Read about topics from this episode.  Stalled Boat Demand Leads to Profit Pressure at Malibu Despite Innovative Product LaunchesHoliday Visibility Low for Narrow-Moat Bath & Body Works as Consumers Spend With CautionThe 10 Best Companies to Invest in NowMalibu Boats Stock What to watch from Morningstar.5 Ways to Improve America’s Retirement SavingsMutual Funds Turn 100. Can Investors Still Count on Them?Too Many Investment Accounts? Here’s How to Reduce the ClutterNow’s the Time to Diversify Beyond Magnificent Seven Stocks Read what our team is writing:Margaret GilesJaime Katz Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: 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.

Why the Employment Retirement Income Security Act Has Been SuccessfulHow Well Workers from Upper, Middle, and Lower Incomes are Saving for RetirementRetirement Savings by Race and EthnicityHow the Government and Employers Could Expand 401(k) Coverage  Improving Social Security  Would a National Retirement Savings Plan Replace Current Employer Plans?Do Investors Need Fiduciary Protections like ERISA Extended to IRAs?What’s At-Stake for Future Retirees  Read about topics from this episode.  The Time is Right for a National Retirement Savings PlanIs 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 WomenHow 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 ClutterNow’s the Time to Diversify Beyond Magnificent Seven Stocks3 Asset Classes That Could Raise Your Portfolio’s Risk Level Read what our team is writing:Ivanna HamptonMark Miller Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: 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.

Russ Kinnel, director of ratings for Morningstar Research Services, discusses mutual funds’ greatest achievement and their competition against ETFs.Mutual Fund Industry OutlookHow This Law Protects Investors Investing in Mutual FundsMutual Fund Market Timing Scandal  How Mutual Funds Can Stay Competitive to ETFsCompetition from Crypto ETFsAre Mutual Funds a Good Investment?Mutual Funds’ Greatest Achievement  Are Mutual Funds Here to Stay?Top Mutual Fund Picks Read about topics from this episode.  How to Find the Right Value Fund for Your Portfolio8 Fund Families the Mutual Fund Trading Scandal Changed Forever20 Years After the Market-Timing Scandal, the Fund Industry Focuses on Transparency but Lacks DisclosureETFs vs. Mutual Funds: The Benefits That Really MatterWinners and Losers In the Spot Bitcoin ETF Race What to watch from Morningstar.ADD NEW VIDEONow’s the Time to Diversify Beyond Magnificent Seven Stocks3 Asset Classes That Could Raise Your Portfolio’s Risk LevelWhy Picking Top Stocks Is Not Enough Read what our team is writing:Ivanna HamptonRussel Kinnel Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: 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.

3 Reasons Why Investors Should Streamline Their AccountsHow Low Can You Go with Retirement Accounts?How You Can Consolidate Tax-Deferred AccountsConsolidate Retirement Accounts with the Same ProviderThe Week Ahead in MarketsHere's What to Expect from Macy’s Upcoming EarningsWhat Investors Want to Hear from Macy’s CEOWhat Tanked Arkhouse Management and Brigade Capital Management’s Offer to Macy’sMacy’s Is Focusing on Luxury Sales  Macy’s Stock Outlook Ahead of Earnings Read about topics from this episode.  5 Steps to Spring-Cleaning Your Investment Portfolio 5 Steps to a Minimalist Portfolio 8 Stock Picks in the Apparel Industry Keep up with Morningstar’s Q2 earnings season coverage here. What to watch from Morningstar.Now’s the Time to Diversify Beyond Magnificent Seven Stocks3 Asset Classes That Could Raise Your Portfolio’s Risk LevelbWhy Picking Top Stocks Is Not EnoughIs There a New Leader in the AI Race? Read what our team is writing:Ivanna HamptonChristine BenzDavid Swartz  Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: 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.

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 RatesGlobal Selloff and Big TechShould You Shift Your Portfolio Away from the Magnificent Seven Stocks?How the Magnificent Seven’s Outperformance Affects the U.S. and Global MarketsApple and NVIDIA: Why Their Products Are a Double-Edged SwordWhat Areas of the Market Are Poised for a Rebound?How Diversification Can Help Investors Stop Chasing the Magnificent SevenTop ETF Picks for Portfolio DiversificationWhen Will the Fed Cut Interest Rates?Will There Be an Emergency Interest Rate Cut Before the Fed’s Next Meeting? Read about topics from this episode.  Subscribe to Morningstar’s ETFInvestor Newsletter.Magnificent Seven Stocks Slide, Valuations Looking ‘More Interesting’August 2024 Stock Market Outlook: Small-Cap and Value Stocks ShineWhat 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 LevelWhy Picking Top Stocks Is Not EnoughIs There a New Leader in the AI Race?BOXX ETF: Cash-Like Returns Without the Tax Bill Read what our team is writing:Ivanna HamptonBryan ArmourSarah HansenPreston Caldwell Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: 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.

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 BondsWhich Asset Classes Didn’t Move in the Opposite Direction of Stocks?International Stocks Correlations Have Shifted Towards U.S. StocksShould You Have International Stocks in Your Portfolio?Commodities Stock PerformanceWhat Hurdles Could Commodities Face?Cryptocurrency's Correlation Trend and Role in Your PortfolioWhat Investors Need to Know About Private Market InvestingREITs vs Overall U.S. MarketBest Diversifiers for Investors to Add to Their Portfolio Read about topics from this episode.  3 Assets That Might Not Diversify as Well as You ThinkHow Did Diversified Portfolios Hold Up in 2023?Why Simpler Has Been Better for Portfolio DiversificationWhy More Diversification Doesn’t Mean Better ReturnsWhat Higher Inflation Means for Stock/Bond Correlations What to watch from Morningstar.Why Picking Top Stocks Is Not EnoughIs There a New Leader in the AI Race?BOXX ETF: Cash-Like Returns Without the Tax BillActive ETFs: What Investors Need to Know Read what our team is writing:Ivanna HamptonAmy Arnott Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: 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.

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 RatesActive Fund Managers’ vs. Passive Index Fund Managers’ Stock Picking Performance  How an Active Mutual Fund Can Underperform Despite Holding Winning StocksHigh Hit Rates and Topping the IndexWhen High Hit Rates Matter More or LessCan Investors Set It and Forget It?Do-it-Yourself Investors Looking for Funds with High Hit Rates Read about topics from this episode.  Mutual Fund Managers Are Wrong More Than They’re Right Mutual Fund Manager Stock Hit Rates Betting Big on Stocks Rarely Beats Boring Investing 10 Stocks the Best Fund Managers Have Been Buying  What to watch from Morningstar.Is There a New Leader in the AI Race? BOXX ETF: Cash-Like Returns Without the Tax Bill Active ETFs: What Investors Need to Know What a Strong Economy Now Means for the Rest of 2024 Read what our team is writing:Ivanna HamptonJack Shannon  Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: 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.

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 FiveAI OutlookCan AI Speed Up Tech Evolution?How Digital Adoption Can Grow Bottom Lines  Restaurant Industry Forecast for 2024Utilities Stocks: When Will the Market Give the Sector Some Respect?  Where Do Utilities Fit Into AI Growth?   Read about topics from this episode.  These Stocks Are (Still) Powering the Bull MarketAI 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 PerformanceInherited IRA Investors Get Another Break, but the Clock Is Ticking on RMDsShort-Term Market Volatility Could Provide Long-Term Investing OpportunitiesAI Can Help Restaurants Innovate, But Will It Deliver Profits? Read what our team is writing:Ivanna HamptonSarah HansenSean DunlopTravis Miller Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: 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.

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 ETFWill There Be More ETFs Like BOXX?Key Takeaways   Read about topics from this episode.  This Bond ETF Promises T-Bill Returns Without Taxable IncomeAlpha Architect 1-3 Month Box ETFA Tax-Aware Alternative to CashHow to Maximize the Tax Efficiency of ETFsThe Real Tax Magic of ETFs What to watch from Morningstar.Covered Call and Buffer ETFs: Do the Pros Outweigh the Cons?How to Find a Great Dividend FundSPY 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 TranMargaret Giles Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: 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.

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 ETFsWhat’s Driving the Growth of Active ETFs?Why Some Active ETFs Are More Successful Than OthersActive ETFs that Managers Have Shied Away FromWho Should Invest in Active ETFs?Misconceptions About Active ETFsTop-Rated Active ETFsWhat’s Next for Active ETFs? Read about topics from this episode.  Morningstar's Guide to US Active ETFsActive ETFs are Soaring. Should You Invest?3 Great Active ETFs for Bond InvestorsThe Best Active ETFs to BuyHere’s Why Active ETFs Are So Hot Right NowHow to Choose Great ETFs for the Long Term What to watch from Morningstar.4 Reasons Why the Stock Market Has Delivered Impressive PerformanceShort-Term Market Volatility Could Provide Long-Term Investing OpportunitiesCovered Call and Buffer ETFs: Do the Pros Outweigh the Cons?How to Find a Great Dividend Fund Read what our team is writing:Sarah HansenBryan ArmourRyan JacksonDaniel Sotiroff Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: 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.

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 RunNvidia Stock Outlook Why We’re Seeing More Stock Splits in 2024New Dividends From Mega-Cap Tech Companies What Could Provide a Lift to the Bond Market?Why Investors Should Still Own Bonds Key Takeaways  Read about topics from this episode.  Subscribe to Smart InvestorA Cautious Fed Eyes Just One Rate Cut In 2024 These Stocks Are (Still) Powering the Bull MarketWhat 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 ReturnsInvest in SpaceX Alongside Elon Musk? Why This Closed-End Fund Is Not Worth the RideMaximize Credit Card Points for Better Trips and Rewards Read what our team is writing:Ivanna HamptonTom Lauricella  Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://twitter.com/MorningstarIncInstagram: 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.

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 AmericasThe Fed’s Inflation Outlook Is a Little Too PessimisticGood News from the Fed’s New Inflation ReportWill the Fed Cut Interest Rates in 2024?How Investors Can Interpret the Fed Lifting its Long Run Interest RateWhy 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 ChangingWill Record Profits During Company Earnings Continue?What Risks Could Cause the Stock Market to Fall? Read about topics from this episode.  Spot Ether ETFs: Should You Invest? Lululemon Earnings: On Track to Meet Expectations Despite Slowdown In Americas A Cautious Fed Eyes Just One Rate Cut In 2024 Why Stocks Are Hitting Record Highs—and What Could Send Them Back to Earth  What to watch from Morningstar.Why More Diversification Doesn’t Mean Better Returns Invest in SpaceX Alongside Elon Musk? Why This Closed-End Fund Is Not Worth the RideMaximize Credit Card Points for Better Trips and RewardsInherited IRA Investors Get Another Break, but the Clock Is Ticking on RMDs Read what our team is writing:Ivanna HamptonSarah HansenPreston Caldwell  Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://twitter.com/MorningstarIncInstagram: 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.

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 2023Is it Worth it to Invest Beyond the 60/40 Portfolio?Why Interest Rate Pivots Are Painful and EncouragingIs 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 PortfolioKey Takeaways Read about topics from this episode.  How Did Diversified Portfolios Hold Up in 2023? Why Simpler Has Been Better for Portfolio Diversification How Rising Interest Rates Change the Relationship Between Stocks and Bonds Which Bonds Provide the Biggest Diversification Benefit? Top 10 Things to Know About Building a Diversified Portfolio  What to watch from Morningstar.Invest in SpaceX Alongside Elon Musk? Why This Closed-End Fund Is Not Worth the Ride Maximize Credit Card Points for Better Trips and RewardsInherited IRA Investors Get Another Break, but the Clock Is Ticking on RMDsShort-Term Market Volatility Could Provide Long-Term Investing Opportunities Read what our team is writing:Ivanna HamptonAmy Arnott  Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://twitter.com/MorningstarIncInstagram: 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.

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 SplitTarget’s Weak Sales and Declining Market ShareVanguard’s New CEO Starting Soon  Investing for Each Life StageFinancial Priorities When You Approach RetirementWhy Investors Should Think About Withdrawal Sequencing During Pre-RetirementWhy Retirees Struggle to Start Tapping Into Their PortfoliosFinancial Priorities When You RetireWhat Investors Need to Know About Destiny Tech100  Closed-End Funds vs Open-End FundsWhy Destiny Tech100’s Net Asset Value Premium is “Insane”Should Investors Own Destiny Tech100 Over Other Mutual Funds with Startup Stocks?Key Takeaways for Investors Read about topics from this episode.  Nvidia Earnings: AI Demand Smashes Expectations Again Target Earnings: Margins Hold Up, but Top Line Constrained by Weak Discretionary Spending Vanguard Chooses an Outsider as Its New CEO An Investing Guide for Every Life Stage The Bucket Investor’s Guide to Setting Retirement Asset Allocation DXYZ: This Closed-End Fund Is Not Destiny’s Child  What to watch from Morningstar.Maximize Credit Card Points for Better Trips and Rewards Inherited IRA Investors Get Another Break, but the Clock Is Ticking on RMDsShort-Term Market Volatility Could Provide Long-Term Investing OpportunitiesMagnificent Seven Stocks: What’s Going on With Apple, Tesla, and Alphabet? Read what our team is writing:Ivanna HamptonMargaret Giles Jack Shannon Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://twitter.com/MorningstarIncInstagram: 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.

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 PointsHow 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 CardsWhat is the Cost of Points and Miles?Should You Spend to Earn Rewards Without Paying Off Your Credit Card Bill Each Month?Spending vs Splurging  What to Know Before Researching Credit Card Rewards   Recommendations to Maximize Credit Card Rewards    Read about topics from this episode.  4 Lessons from My Credit Card Points and Miles JourneyWhy 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 RMDsShort-Term Market Volatility Could Provide Long-Term Investing OpportunitiesMagnificent Seven Stocks: What’s Going on With Apple, Tesla, and Alphabet?Covered Call and Buffer ETFs: Do the Pros Outweigh the Cons? Read what our team is writing:Ivanna Hampton  Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: 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.

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 2024Palantir’s Performance Led by AI PlatformOpportunities with Artificial Intelligence and Utility StocksUtility 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 IRAsWithdrawals from Inherited IRAs and the 10-Year RuleImportant Distinction About What the IRS Waived in 2024Tax Implications for Inherited IRAs Will the IRS Suspend the Withdrawal Penalty for Inherited IRAs in 2025? Read about topics from this episode.  Disney Earnings: Improved Streaming Results Come at the Expense of Continued Linear Weakness Uber Earnings: Network Effect Continues to Drive Profitable Growth for Uber Palantir Earnings: AI Platform Drives Strong Start to 2024 Utility Stocks: When Will the Market Give the Sector Some Respect? IRS Extends Waiver of Excise Tax for Inherited IRAs, but Not RMDs  What to watch from Morningstar.Short-Term Market Volatility Could Provide Long-Term Investing Opportunities Magnificent Seven Stocks: What’s Going on With Apple, Tesla, and Alphabet?Covered Call and Buffer ETFs: Do the Pros Outweigh the Cons?Make These Investing Moves Now for a Better Tax Day in 2025 Read what our team is writing:Ivanna HamptonTravis Miller Denise Appleby  Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: 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.

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 2025Amazon’s Impressive First QuarterEli Lilly’s Better-Than-Expected Q1Medicare's Falling Prescription Costs Why Are Medicare Prescription Costs Dropping?How Spending Caps Affect SeniorsExpanded Access to Federal Assistance for Low-Income SeniorsWill Interest Rates Stay Higher for Longer?How Have Interest Rates Weighed on Stocks?How Fewer Interest Rate Cuts Could Benefit InvestorsKey Takeaway Read about topics from this episode.  Apple Earnings: A Weak 2024, but Optimism for 2025Amazon Earnings: AWS Growth Accelerates and Profit Margins ImproveEli Lilly Earnings: Strong Weight-Loss Drug Sales Expand MarginsI’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 20253 Cheap Stocks to Watch in the Fight Over Sports Streaming Read what our team is writing:Ivanna HamptonMark MillerSarah Hansen Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: 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.

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 DividendBoeing’s Focused on Recovering from Past MistakesGeneral Motors Strong Start to 2024The Magnificent Seven Stock DivergenceApple’s Fallen from Last Year’s Rally  How Apple Could Reverse the SlideWhy Investors Are Changing Their Minds About TeslaMorningstar’s Outlook for TeslaHigher Interest Rates Stick Around Read about topics from this episode.  Alphabet Shares Surge on Strong Earnings, Dividend SurpriseBoeing Earnings: Paying for Mistakes Made Long Ago, Taking Back the Factory FloorGM Earnings: Strong Start to 2024 Is Good Sign for Rest of the YearMagnificent No More? Apple and Tesla Stocks Are Weighing on the MarketWith 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 20253 Cheap Stocks to Watch in the Fight Over Sports StreamingHow to Find a Great Dividend Fund Read what our team is writing:Ivanna HamptonSarah HansenPreston Caldwell Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: 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.

Netflix’s Incredible First Quarter  United Flew Just Above Morningstar’s Expectations  An Investing Guide for Every Life StageWhat is Life-Stage Investing?Early Career AccumulationWhen Would Roth Accounts Make Sense for an Investor?Why Mid-Career Accumulation Can Be More ComplicatedFinancial Priorities of Mid-Career AccumulatorsCovered-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 ConcernsWhat ETF Fees Are Costing Investors? Read about topics from this episode.  Register for the Morningstar Investment Conference!An Investing Guide for Every Life StageAn Investing Road Map for Early Career AccumulatorsAn Investing Road Map for Midcareer AccumulatorsActive 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 20253 Cheap Stocks to Watch in the Fight Over Sports StreamingHow to Find a Great Dividend FundThe 4% Retirement Rule is Just a Starting Point Read what our team is writing:Ivanna HamptonMargaret GilesBryan Armour Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: 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.

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 ProfitsJPMorgan Chase Keeps Outlook SteadyClimate Change Resolutions During Proxy-Voting SeasonTax-Efficient Investing: 4 Moves to Make NowRead about topics from this episode. Tesla: Staff Reduction Confirms Our View of Focus on Profits In 2024JPMorgan Earnings: Bumper Profits Driven by Strong Net Interest Income and Trading Revenue4 Climate Votes That Matter in This Year’s Proxy-Voting SeasonWhat to watch from Morningstar.3 Cheap Stocks to Watch in the Fight Over Sports StreamingHow to Find a Great Dividend FundThe 4% Retirement Rule is Just a Starting PointNew Dividend Stocks: Can Meta and Salesforce Help Revive the Classic Strategy?Read what our team is writing:Ivanna HamptonJackie CookSheryl Rowling Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: 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.

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 ServiceHow Companies Can Expand into StreamingThe Role of Sports in StreamingNBA TV DealWhy are Apple and Amazon Tough Competitors?Streaming Services With Compelling Growth Stories Streaming Company Stock Picks Read about topics from this episode.  Morningstar MagazineParamount and Warner Bros. Discovery: Uncertainty Surrounds Customer Choices for StreamingDisney Earnings: Lots of Good, Especially for the Flashy Metrics, but Underlying Issues RemainNetflix Earnings: Performance and Outlook Impressive, but Subscriber Growth Should Moderate What to watch from Morningstar.How to Find a Great Dividend FundThe 4% Retirement Rule is Just a Starting PointNew Dividend Stocks: Can Meta and Salesforce Help Revive the Classic Strategy?Self-Made Millionaire Tori Dunlap Embraces Mission to Make Women Rich Read what our team is writing:Ivanna HamptonMatthew Dolgin Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: 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.

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 GrowthDividend Fund RisksShould 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 FundPassively Managed Dividend Fund PicksActively Managed Fund Picks Read about topics from this episode.  What Makes a Great Dividend Fund?3 Great International Dividend ETFs for 2024The Best Dividend Funds What to watch from Morningstar.The 4% Retirement Rule is Just a Starting PointNew Dividend Stocks: Can Meta and Salesforce Help Revive the Classic Strategy?Self-Made Millionaire Tori Dunlap Embraces Mission to Make Women RichWhat’s Surprising Some Retirees About Their Social Security Benefits? Read what our team is writing:Ivanna HamptonDaniel SotiroffTodd Trubey Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: 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.

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 SavingsWhat Has Changed with Retirement Withdrawal Rates?Trade Offs to a Conversative Start with Your PortfolioRisks and Benefits of Changing a Portfolio’s Stock AllocationFlexible Spending Strategies  The Role of Guaranteed IncomeKey Takeaways Read about topics from this episode.  Six Retirement Withdrawal Strategies that Stretch SavingsMorningstar’s Retirement Income Research: Reevaluating the 4% Withdrawal RuleThe Good News on Safe Withdrawal RatesThe 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 RichWhat’s Surprising Some Retirees About Their Social Security Benefits?SPY Vs VOO: Which of Warren Buffett’s Two ETFs Are a Better Bet? Read what our team is writing:Ivanna HamptonJohn Rekenthaler Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: 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.

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 ForecastDo 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 InvestingWhy We Think 5 Interest-Rate Cuts Are Coming in 2024Will Interest Rates Drop in 2024?When Will the Fed First Cut Interest Rates?Federal Reserve’s Longer-Term Outlook  Read about topics from this episode.  After Earnings, Is Adobe Stock a Buy, Sell, or Fairly Valued? What Stock Investors Need to Know About Meta’s New Dividend Salesforce Earnings: Firm Declares a Dividend Fed on Track for June Rate Cuts and More  What to watch from Morningstar.What’s Surprising Some Retirees About Their Social Security Benefits?SPY Vs VOO: Which of Warren Buffett’s Two ETFs Are a Better Bet?Walmart Stock Split and Earnings Are Coming Up. What to Expect.Should You Bet on Online Gambling Stocks Now? Read what our team is writing:Ivanna HamptonPreston Caldwell David Harrell  Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: 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.

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 $100KLoud BudgetingWhy We Spend and How to Not Feel Guilty About ItShould You Rent or Buy a Home?Women’s Economic EmpowermentFinancial Education as ProtestMaking More Women RichHow to Be Fearless When It Comes to MoneyRead about topics from this episode.  The C-Suite Gender Pay Gap Persists. It’s Not About Pay Discrimination. Women Get Less Support Than Men For Key Board Roles The Percentage of Female Fund Managers Is Almost Exactly Where It Was 20 Years Ago  What to watch from Morningstar.What’s Surprising Some Retirees About Their Social Security Benefits?SPY Vs VOO: Which of Warren Buffett’s Two ETFs Are a Better Bet? Walmart Stock Split and Earnings Are Coming Up. What to Expect.Should You Bet on Online Gambling Stocks Now? Read what our team is writing:Ivanna Hampton  Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: 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.

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-dividendSnowflake Earnings: Revenue Outlook Disappoints; New CEO Taking Over https://www.morningstar.com/stocks/snowflake-earnings-revenue-outlook-disappoints-new-ceo-taking-overMacy’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-elusiveSocial 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=WBVXw2Ih6qYHow to Get the Most Out of Your Bond Investments https://www.youtube.com/watch?v=UNnt-eBXojgShould 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=n5Z2kbuHPPgW6CCNCould 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.

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 ExpectationsNvidia’s Stellar Quarter and AI DemandHome Depot Felt Macro Pressures in Q4Berkshire Hathaway Releases Its 13FSPY and VOOPeople and Process Pillar RatingsWhy Does Vanguard Have a Better Rating?Structural Differences Between SPY and VOOOutlook for Vanguard in 2024Vanguard’s 2024 International Business OutlookAdvice in 2024 Read about topics from this episode.  Walmart Earnings: Low Prices Winning Over Customers, Who Are Spending More Nvidia Earnings: Revenue Boom Fuels AI Hype Home Depot Earnings: Prudently Navigating Macro Pressures With Strategic Execution Berkshire Hathaway 13F Filing: More Sells Than Buys in Quieter Q4Vanguard S&P 500 ETF Still Sets a High Bar for Index-Tracking What’s in Store for Vanguard’s Funds, ETFs, and More in 2024  What to watch from Morningstar.Walmart Stock Split and Earnings Are Coming Up. What to Expect.Should You Bet on Online Gambling Stocks Now?When Will the Fed Finally Cut Rates?Could Company 401(k)s Go the Way of IBM? Read what our team is writing:Ruth Saldanha Mo'ath Almahasneh Daniel Sotiroff Susan Dziubinski   Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: 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.

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 PortfolioHow to Create Portfolio Optimized for Best Risk-Adjusted ReturnsSharpe-Optimized Portfolio  Bank Loans and Corporate BondsWhy Should Investors Trust This Portfolio?Risk-Adjusted Portfolio vs. 60/40 PortfolioHow Investors Can Use Our ResearchWhat Could Go Wrong with a Risk-Adjusted Portfolio? Read about topics from this episode.  How to Invest Better With Bonds3 Bond Funds for All Yield SeasonsThe Best Bond ETFs What to watch from Morningstar.Walmart Stock Split and Earnings Are Coming Up. What to Expect.Should You Bet on Online Gambling Stocks Now?When Will the Fed Finally Cut Rates?Could Company 401(k)s Go the Way of IBM? Read what our team is writing:Ivanna HamptonMaciej KowaraAlec Lucas Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: 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.

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 Q1Ford’s Cutting Costs After UAW StrikeCVS 2024 Outlook TrimmedWalmart Stock SplitWhy Is Walmart Splitting Its Stock?Will This Stock Split Help Investors?What to Look for in Walmart’s Earnings Walmart Stock Spot Bitcoin ETFsHow Much Money Went Into The Spot Bitcoin ETF Launch?ETF FlowsHow to Calculate ETF Flow NumbersNew Net Money vs. Flow from One ETF to Another‘Easy Button’ for Advisors Investing in Bitcoin Read about topics from this episode.  Disney Earnings: Lots of Good, Especially for the Flashy Metrics, but Underlying Issues Remain Ford Earnings: Pricing Eases UAW Strike Damage CVS Earnings: Outlook Trimmed Due to Elevated Medical Utilization In Medicare Advantage Business Walmart Earnings: Top Line Expands as Consumers Seek Value Amid Tighter Economic ConditionsSpot Bitcoin ETFs Are Here. Should You Invest?  What to watch from Morningstar.Should You Bet on Online Gambling Stocks Now?When Will the Fed Finally Cut Rates?Could Company 401(k)s Go the Way of IBM?Why Now Is the Time for Value Investing Read what our team is writing:Ivanna HamptonNoah Rohr Ruth Saldanha  Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: 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.

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 DividendBoeing on Pause for Quality ControlNovo Nordisk’s Strong Sales in Q4The Gaming Industry and Online Gambling  Flutter on the NYSEFanDuel vs. DraftKingsOnline Sports BettingGambling Stocks3 Investing Lessons Investors Can Start Practicing TodayDon’t Go Chasing Market PerformanceWhy Do We Diversify?Do Your Political Beliefs Influence How You Invest? Read about topics from this episode.  Meta Earnings: Strong Ad Growth, First Dividend Supercharge Stock Price Boeing Earnings: Quality Puts a Pause on 737 MAX Expansion Novo Nordisk Earnings: Strong Outlook Supported by Expanding Pipeline DraftKings Earnings: Robust Sales and Profit Outlook Dealt as Platform Wins With Customers 12 Lessons the Market Taught Investors in 2023 What to watch from Morningstar.When Will the Fed Finally Cut Rates? Could Company 401(k)s Go the Way of IBM?Why Now Is the Time for Value InvestingAI Can Help Restaurants Innovate, But Will It Deliver Profits? Read what our team is writing:Ivanna Hampton Dan Wasiolek Larry Swedroe  Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: 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.

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 202401:37 Verizon’s Strong Q402:36 Netflix’s Booming Subscriber Growth03:31 The Total Cost of Owning an ETF04:19 Why Do the Costs of ETFs Vary?04:49 How Should Investors Measure ETF Holding Costs?  05:39 Tracking Costs vs Tracking Error06:21 What Are Transaction Costs?06:51 Holding Costs vs Transaction Costs07:45 Fed Unlikely to Cut Interest Rates in March, but What About May? Read about topics from this episode.  Tesla Earnings: Slower Growth Expected in 2024 Verizon Earnings: Stellar Cash Flow and Pricing Discipline Bode Well Netflix Earnings: Performance and Outlook Impressive, but Subscriber Growth Should ModerateWhat Is the Total Cost of Owning an ETF? When Will the Fed Start Cutting Interest Rates? What to watch from Morningstar.Could Company 401(k)s Go the Way of IBM? Why Now Is the Time for Value InvestingAI Can Help Restaurants Innovate, But Will It Deliver Profits?Betting Big on Stocks Rarely Beats Boring Investing Read what our team is writing:Ruth Saldanha Zachary Evens Preston Caldwell Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: 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.

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 OutlookCitigroup’s Disappointing Q4BP’s New CEOIBM Retirement Accounts  IBM’s Retirement Benefit Account vs 401(k) Match PlanWhy Did IBM Switch from a 401(k) Match to the Retirement Benefit Account?Advantages and DisadvantagesWill Other Companies Follow IBM’s Lead?Boeing’s Manufacturing FlawsFAA Safety Alert Targets Older Boeing 737s How Is Boeing Improving Safety Standards?Boeing Stock OutlookRead about topics from this episode.  Taiwan Semiconductor Earnings: Upbeat Guidance and Lower 2024 Capital Expenditure Encouraging Citigroup Earnings: Turnaround Remains Complex, Expense Management Is Promising Despite Trimming Some Targets, BP Still Holds One of the More Aggressive Transition StrategiesBoeing: We Quantify the Fallout from 737 Manufacturing Defects Between $1 and $30 Per ShareHas IBM Built the Next Generation’s 401(k) Plan?  What to watch from Morningstar.Why Now Is the Time for Value InvestingAI Can Help Restaurants Innovate, But Will It Deliver Profits?Betting Big on Stocks Rarely Beats Boring Investing5 Pieces of Good News for Investors as 2023 Wraps Up Read what our team is writing:Ivanna HamptonJohn Rekenthaler Nicolas Owens  Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: 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.

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 Expectations01:48 Coinbase Benefits from Higher Trading Revenue02:58 Should You Invest in Spot Bitcoin ETFs?03:36 Spot Bitcoin ETF vs Bitcoin Futures ETF05:05 Bitcoin Risks to Investors06:15 What Investors Should Consider Before Buying a Spot Bitcoin ETF08:51 Could Value Stocks Take the Lead in 2024?09:57 Value Stocks vs Growth Stocks10:54 Opportunities for Investors11:54 Are Value Stocks Making a Comeback?Read about topics from this episode.  BlackRock Earnings: GIP Acquisition Provides a Boost to Improving AUM Growth Forecast Is Coinbase Stock a Buy, a Sell, or Fairly Valued? Spot Bitcoin ETFs Are Here. Should You Invest? Will Value Stocks Take the Lead In 2024?  What to watch from Morningstar.AI Can Help Restaurants Innovate, But Will It Deliver Profits? Betting Big on Stocks Rarely Beats Boring Investing 5 Pieces of Good News for Investors as 2023 Wraps Up Charlie Munger, Warren Buffett Built Berkshire Hathaway to Thrive After They’re Gone Read what our team is writing:Ivanna HamptonSarah Hansen Bryan Armour  Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: 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.

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” FrustrationLoyalty Programs Lead to Higher Customer SpendingSocial Media and Advertising Buzz Restaurant Industry Forecast for 2024Restaurant Stock Opportunities  Read about topics from this episode.  Toast Earnings: Shares Fall on Lofty Expectations and Slowing Restaurant Sales and Are Now CheapRestaurant Brands Earnings: Global Systemwide Sales Growth Encouraging, Modest Development HiccupYum Earnings: Digital Strength and Value Orientation Should Defend Results Despite Tough BackdropWendy’s Earnings: Solid Digital and International Progress Encouraging; Shares Slightly Cheap7 Charts On the AI Stock Boom One Year After ChatGPT’s LaunchWhere Are the Growth Opportunities in AI Investing? What to watch from Morningstar.Charlie Munger, Warren Buffett Built Berkshire Hathaway to Thrive After They’re GoneWhy are Active ETFs Everywhere, and Are Investors Abandoning Mutual Funds?Timing the Market Doesn’t Work — We Did the MathMake the Most of Your HSA Benefits and Investments in 2024 Read what our team is writing:Ivanna HamptonSean Dunlop, CFA Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: 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.

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 BetsDid Big Bets Help or Hurt Portfolios?Wagering and the Magnificent SevenCan Market Concentration Explain Big Bets?Best and Worst Bets Over the Last 25 YearsDid Winning Stock Pickers Beat The Benchmark Again?Key Takeaway for Investors Read about topics from this episode.  The Best and Worst Mutual Fund Bets of the Past 25 YearsHow Have the Magnificent Seven’s Earnings Been Looking?Here’s Why Active ETFs Are So Hot Right NowLarge-Growth Active Fund Managers Have Faced an Uphill Battle10% 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 GoneWhy are Active ETFs Everywhere, and Are Investors Abandoning Mutual Funds?Timing the Market Doesn’t Work — We Did the MathMake the Most of Your HSA Benefits and Investments in 2024 Read what our team is writing:Ivanna HamptonJack Shannon Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: 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.

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 2024Inflation and Housing  Dropping Bond Yields The Magnificent Seven StocksNvidia Stock vs Cisco StockWho Is Next to Benefit from AI?Outlook for Obesity Drug Stocks The Bond Market in 20232024 Outlook Read about topics from this episode.  Fed Inches Closer to 2024 Rate CutsHow 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 LaunchObesity Drug Stocks: Where to Invest NowThe 4 Biggest Market Stories of 2023 — and What’s Next in 2024 What to watch from Morningstar.Why are Active ETFs Everywhere, and Are Investors Abandoning Mutual Funds?Timing the Market Doesn’t Work — We Did the MathMake the Most of Your HSA Benefits and Investments in 2024Headwinds Hold Airlines Back, But Check Out These Travel Stocks for the Holidays Read what our team is writing:Tom LauricellaIvanna Hampton Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: 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.

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 CompetitionLululemon’s Q3 Beats Morningstar’s ExpectationsHoliday Shopping Season and Consumer SpendingRetailers’ MoodSales ExpectationsHow the Loss of Charlie Munger Could Impact Berkshire HathawayCharlie Munger & Warren Buffett Laid the Groundwork for a Successful TransitionMorningstar’s Outlook on Berkshire Hathaway’s StockHow Charlie Munger and Warren Buffett Inspired InvestorsFavorite Charlie Munger Quote Read about topics from this episode.  Instacart: Market Dominance at Risk With Heightened CompetitionLululemon Earnings: Strong Momentum Leading Into a Competitive Holiday PeriodNovember Jobs Report Shows Steady Strength In HiringMarkets Brief: Why Investors Should Pay Extra Attention to Shopping Trends This HolidayWhy Berkshire Hathaway’s Success Will Continue After Charlie Munger ... and Warren Buffett  What to watch from Morningstar.Why are Active ETFs Everywhere, and Are Investors Abandoning Mutual Funds?Timing the Market Doesn’t Work — We Did the MathMake the Most of Your HSA Benefits and Investments in 2024Headwinds Hold Airlines Back, But Check Out These Travel Stocks for the Holidays Read what our team is writing:Sarah HansenGreggory WarrenIvanna Hampton Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: 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.

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 QuarterIntuit’s Solid Top and Bottom LinesSnowflake’s Mixed Quarter ResultsWhat 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 ETFsHow to Decide Between ETFs, Mutual Funds, or a Passive Strategy  3 ETFs That Benefit From Higher Interest Rates Read about topics from this episode.  Salesforce Earnings: MuleSoft Shines In Another Overall Good Quarter Intuit Inc Snowflake Earnings: Long-Term Upside Is Far From Melting Here’s Why Active ETFs Are So Hot Right Now  What to watch from Morningstar.Timing the Market Doesn’t Work — We Did the Math Make the Most of Your HSA Benefits and Investments in 2024 Headwinds Hold Airlines Back, But Check Out These Travel Stocks for the Holidays Higher Bond Yields and Interest Rates Are Here to Stay  Read what our team is writing:Ruth Saldanha Ryan Jackson  Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: 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.

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 OutlookShopping Boosted Walmart’s Q3, But Uncertainty Remains Going into HolidaysWhat Investors Should Pay Attention to From the United Nations Climate Change Conference The Paris Agreement Calls for Progess Check at COP28What Are Governments Doing About Rising Global Temperatures?Who’s Leading and Lagging in Becoming Net-Zero? Investment Opportunities in Clean Energy TransitionShould Investors Focus on Time in the Market?Does Market Timing Work?Market Signals for InvestorsMarket Timing vs. Buy And HoldWhy The Portfolio That Relies on the Market Timing Underperforms  Remembering Charlie Munger Read about topics from this episode.  Nvidia Earnings: Predictably Outstanding Results; Strong Forward Guidance Cisco Earnings: Still Like Long-Term Opportunity Despite Lowered Outlook Walmart Earnings: Top Line Expands as Consumers Seek Value Amid Tighter Economic Conditions Staying Invested Beats Timing the Market—Here’s the Proof What Does a Warmer Future Mean for Oil & Gas Stocks? 12 Lessons on Money and More From Warren Buffett and Charlie Munger   What to watch from Morningstar.Make the Most of Your HSA Benefits and Investments in 2024 https://youtu.be/2zPAQcSf0Pw?si=CjJyf5pTlHTMBWRDHeadwinds Hold Airlines Back, But Check Out These Travel Stocks for the Holidays https://youtu.be/Dd1H9tQ8Hp8?si=VaX9p-aDIpajlKGJHigher Bond Yields and Interest Rates Are Here to Stay https://youtu.be/cmcvJ2BY6_g?si=HpvsruSUlXgO4D3MNew iShares Target-Date ETFs Provide Different Retirement Saving Path https://youtu.be/thAqOc8pokY?si=prbOtZ-x18rO81XZ Read what our team is writing:Leslie Norton Adam Fleck Ivanna Hampton Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: 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.

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. FSAHSA Limits Are Increasing in 2024How To Maximize the Triple tax BenefitHow to Switch an HSA ProviderWhat to Look for When Shopping for a Health Savings AccountBest HSAs for SpendingBest HSAs for Investing  Read about topics from this episode.  What Happens to Your HSA in Retirement?What Can My HSA Be Used For?Can You Save Too Much in a Health Savings Account?The Best HSA Providers of 2023 What to watch from Morningstar.New iShares Target-Date ETFs Provide Different Retirement Saving Path5 Scary Stocks for You to Avoid This HalloweenNavigating Medicare Open Enrollment for 2024Falling Mutual Fund and ETF Fees a ‘Big Win for Investors’ Read what our team is writing:Margaret GilesGreg CarlsonIvanna Hampton Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: 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.

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 AheadRoblox Reported Rise in Global Growth  Kellanova Benefitted From Higher Prices Holiday Travel Season and North American AirlinesHow Southwest Airlines is Preparing for the HolidaysWhat We Can Expect From Travel Demand and Ticket PricesWill a Low-Cost Airline Fail in 2024?Travel Stocks to Consider This Holiday SeasonInflation News: Cooler Report Opens Door to Interest-Rate Cuts in 2024 Read about topics from this episode.  Uber Earnings: The Platform Is More Easily Attracting Demand and Supply; Shares Remain UndervaluedRoblox Earnings: Strong User Growth and Cost Leverage Bode Well for 2024Kellanova CoA Cheap Dividend Stock That’s 30% Undervalued and Yields Above 4%Southwest Airlines Earnings: Cutting Valuation to $19 From $36 on Yields, Expenditure, and RiskUnited Airlines Earnings: Cost Growth Portends Industry Drama as CEO Predicts a ShakeoutWhy We Expect Inflation to Fall in 2024 What to watch from Morningstar.Higher Bond Yields and Interest Rates Are Here to StayNew iShares Target-Date ETFs Provide Different Retirement Saving Path5 Scary Stocks for You to Avoid This HalloweenNavigating Medicare Open Enrollment for 2024 Read what our team is writing:Preston CaldwellNicolas OwensIvanna Hampton Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: 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.

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 QuarterEli Lilly’s Diabetes Drug Lift in Q3McDonald’s Is Resilient Under Inflation Pressure‘Higher for Longer’ EraTight vs. Loose Financial Conditions'Higher-for-Longer' Side Effects Fixed-Income Market  Opportunities for InvestorsAre Labor Unions Bad for Business?Risks and Benefits of a Unionized WorkforceCan 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.

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 Q3Google Ad Rebound Lifts Alphabet  Visa Benefits from Travel Bounce BackBlackRock’s Bring Back Target-Date ETFsChanges to the ETF SpaceWhat is BlackRock Offering? ETFs vs. Mutual FundsCan 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-surgeAlphabet 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-accelerateVisa Earnings: Quarter Largely Maintains Recent Trends https://www.morningstar.com/articles/1186842/visa-earnings-quarter-largely-maintains-recent-trendsA New Era for Retirement Savings https://www.morningstar.com/funds/new-era-retirement-savingsFed 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=jUqZZhqJ6BT1MhTXTikTok: Risky Tax Advice and Supersize Valuations https://youtu.be/nkufuIPIW8M?si=6avg_v6D7zLDRGaAPayment Pause Ends: Student Loan Expert Shares Repayment Tips https://youtu.be/wVr-_KOM3Qw?si=GtSJQNVoPsbXDHiaUAW 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-hamptonMegan Pacholok https://www.morningstar.com/authors/2320/megan-pacholokPreston Caldwell https://www.morningstar.com/authors/2047/preston-caldwell Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: 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.

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 HitNetflix’s Strong Subscriber GrowthUnited Airlines Predicts Airline Industry Changes 5 Scary StocksWhat Makes These Stocks So Scary?What If You Own Scary Stocks The Year of Tech  Supply Chain and XPO StockAdvertising and Content TechEducation Sector in ChinaThe Most Overvalued Stock  How Often Investors Should Check on Stocks in Their PortfoliosWhat’s Going on in the Banking Sector?Big and Regional Banks Q3 EarningsWhat is Net Interest Income?Regulatory Risk and Interest Rate RiskBank Stock Picks Read about topics from this episode.  Tesla Earnings: Price Cuts Weigh on Margins While Cybertruck Launch Officially ScheduledNetflix Earnings: Stellar Results Show Durable Strengths but Also Some Tailwinds That Should SubsideUnited Airlines Earnings: Cost Growth Portends Industry Drama as CEO Predicts a Shakeout2 Big Tech Stocks to BuyQ4 Stock Market Outlook: Equities Undervalued After RetreatWhat 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 ValuationsPayment Pause Ends: Student Loan Expert Shares Repayment TipsUAW Strike Raises Investor Risks Read what our team is writing:Ruth SaldanhaDavid SekeraIvanna HamptonEric Compton Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: 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.

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 EstimatesStrong Travel Demand Lifted Delta’s Q3 EarningsSocial Security and Medicare in 2024The New Social Security COLA2024 COLA and Retiree’s BudgetsTraditional Medicare vs. Medicare AdvantageWill Medicare Prescription Drug Prices Fall?Actively-Managed Funds vs. Passive Index FundsWhat Drove the Active Fund Rebound?Active Fund Managers’ Outperformance  How to Choose a Winning Active Fund Read about topics from this episode.  Citigroup Earnings: Revenue Growth Is Working, but We Won’t Know About Expenses Until 2024Delta Earnings: Higher Structural Costs Will Lead to New Equilibrium; Fair Value Down $1 to $40I’m 65 and Still Working. Should I Enroll in Medicare?Should You Delay Taking Social Security Benefits?Social Security for Beginners, Part I2024 Medicare Parts A & B Premiums and DeductiblesActively Managed Funds Surprise in Market ReboundLarge-Growth Active Fund Managers Have Faced an Uphill BattleWhen 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 ValuationsPayment Pause Ends: Student Loan Expert Shares Repayment TipsUAW Strike Raises Investor Risks Read what our team is writing:Ivanna HamptonRyan JacksonMark Miller Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: 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.

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 TrendsFalling 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 FeesHow Low Can Fund Fees Go?Two Fund Picks Read about topics from this episode.  Morningstar's U.S. Fund Fee StudyCan Vanguard Still Compete on Fees?The Link Between Flows and Fund RatingsWhen 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 TipsUAW Strike Raises Investor Risks3 of the Best Robo-Advisors, and One of the WorstStocks to Consider as the U.S. Pushes to Reclassify Cannabis Read what our team is writing:Ivanna HamptonBryan Armour Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: 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.

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 MatterByteDance and Tech’s 2023 RallyTikTok, Meta, and Snap  TikTok’s Business RisksThe “Unicorn of all Unicorns”IRS Releases Memo About TikTok TrendAudit Warning What the TikTok Trust Promoters Are Getting WrongHow 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-companiesThe Best and Worst Mutual Fund Bets of the Past 25 Years https://www.morningstar.com/funds/best-worst-mutual-fund-bets-past-25-yearsIRS 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 Tipshttps://youtu.be/wVr-_KOM3Qw?si=GtSJQNVoPsbXDHiaUAW Strike Raises Investor Risks https://youtu.be/D-fkLxPeVVI?si=HxF5jUQPju2AJmDt3 of the Best Robo-Advisors, and One of the Worst https://youtu.be/BSoSdJdUFKU?si=4K7BciRIHIq7Run9Stocks 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-hamptonJack Shannon https://www.morningstar.com/authors/2372/jack-shannon Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: 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.

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 ResilientFedEx Missed Morningstar’s ExpectationsMicrosoft’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 BorrowersShifting Student DebtRisks of Defaulting on Federal Student Loan Debt in RetirementThe SAVE Repayment PlanWhat Rising Bond Yields Mean for Investors Read about topics from this episode.  Incentives and Speculative Building Have Boosted New-Home Sales; We Now See More Starts in 2023FedEx Earnings: Global Package Demand Still Sluggish, but Ground Margins ImpressActivision Blizzard: Sale to Microsoft Will Likely Close in OctoberStudent Loan Repayments Are Back. What Does That Mean for Your Financial Plan?Information on Limited Forgiveness Opportunities and Repayment Restart What to watch from Morningstar.UAW Strike Raises Investor Risks3 of the Best Robo-Advisors, and One of the WorstStocks to Consider as the U.S. Pushes to Reclassify Cannabis“Ripped Off” to a “Better Deal” – How Investors Fared Since the Market-Timing Scandal Read what our team is writing:Ivanna Hampton  Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: 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.

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 Q3Smucker’s is Growing Its Snacking PortfolioMorningstar Expects More Deals from Disney  An Unprecedented UAW StrikeWhat are the UAW Strike Counteroffers? Advantages and Disadvantages of a Standup StrikeWould Meeting the Strike’s Demands Make the Big Three Automakers Less Competitive?UAW Strike Risks to Investors15:54 Ford and GM Stocks17:21 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-strategiesQualcomm: 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-valuationSmucker: Price Paid for Hostess Looks Fair, but Past Execution Mistakes Worry Investors https://www.morningstar.com/articles/1180281/smucker-price-paid-for-hostess-looks-fair-but-past-execution-mistakes-worry-investorsWhat 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-meanWhen 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=4K7BciRIHIq7Run9Stocks 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-hamptonPreston Caldwell https://www.morningstar.com/authors/2047/preston-caldwellDavid Whiston https://www.morningstar.com/authors/766/david-whiston Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: 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.

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-AdvisorsDid 2022 Stand Up Against 2023?Tax Loss HarvestingLimitations of Digital Investment AdviceRobo-Advice vs. Human AdviceRobo-Advisor FeesThe Best Robo-Advisors Advisors of 2023Schwab Intelligent PortfoliosFidelity GoVanguard Robo-AdvisorThe Worst Robo-Advisor Read about topics from this episode. The Best Robo-Advisors of 2023What 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 ScandalEconomy Outshines ‘Uneventful Earnings'Microsoft Bets Big on AI: What Investors Should Know, Part Two Read what our team is writing:Ivanna HamptonAmy C. ArnottGabriel Denis  Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: 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.

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 CloudsUnited Auto Workers Vote to Approve a StrikeBest Buy’s Better Q2Cannabis Stocks Slow Growth  HHS Recommends Rescheduling Cannabis   Canadian Cannabis Companies Cannabis Stocks Look Cheap Cannabis Stock Outlook  Read about topics from this episode.  Salesforce Earnings: Strong Margins, Share Buybacks, CRPO Growth Drive Good QuarterUAW Strike Likely at Stellantis, and Striking All the Detroit Three at Once Is PossibleBest Buy Earnings: Solid Quarter Overshadowed by Weak Industry Environment; Shares Remain CheapCannabis 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 TwoMicrosoft Bets Big on AI: What Investors Should Know, Part OneInterest-Rate Forecast: What’s Next? Read what our team is writing:Ruth SaldanhaKristoffer IntonSusan DziubinskiDave Sekera  Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: 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.

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 Performance03:32 Mutual Fund Scandal’s 20th Anniversary22:19 5 Stocks to Sell Before Labor Day Read about topics from this episode.  Birkenstock IPO: Will Investors Find the Price Uncomfortable?After Nvidia Stock’s Huge Rally, 6 Key Things to Watch in Q2 EarningsAfter Earnings, Is Nvidia Stock a Buy, a Sell, or Fairly Valued?The 5 Biggest Mutual Fund Rating Upgrades of 20233 High-Dividend Stocks to Avoid5 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 TwoMicrosoft Bets Big on AI: What Investors Should Know, Part OneInterest-Rate Forecast: What’s Next? Read what our team is writing:Ivanna HamptonRussel KinnelDavid Sekera Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: 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.

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 TrendsApple and Amazon EarningsWhat Did We See from the Banks in Q2?Key Trends and the U.S. Economy Will There Be a Recession? Inflation TrendsFed and Interest Rates OutlookStock Market OutlookNear-Term Stock OutlookWhat Headwinds Could the Stock Market Face?Takeaways forrom 2023 Read about topics from this episode. July Jobs Report Suggests Economy on Track for ‘Immaculate Disinflation’Markets Brief: Is the Stock Rally Broadening?July CPI Report Cements Improved Inflation Picture5 Stocks To Buy as Q2 Earnings Season Wraps UpThe 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 TwoMicrosoft Bets Big on AI: What Investors Should Know, Part OneInterest-Rate Forecast: What’s Next?What To Do With Your Cash Right Now  Read what our team is writing:Ivanna HamptonTom Lauricella Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/@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.

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 AIWhat Gives the More Established Companies an Edge?Small Companies and AIWhat’s Next for Microsoft and AI?How to Integrate AIWill People Have to Pay to Interact With for Artificial Intelligence?AI Hype vs. AI RealityWill Google Be Next to Lead the AI Race? The Chase in the AI RaceMicrosoft Stock Outlook Read about topics from this episode. After Earnings, Is Microsoft Stock a Buy, a Sell, or Fairly Valued?Microsoft and AI: Believe the Hype?Microsoft Earnings: Solid Performance, With Azure Strength Offset by Margin Pressure in 2024Before Investing in AI Stocks, Consider ThisMicrosoft Stock vs. Alphabet Stock: Which Is a Better Buy? What to watch from Morningstar.Interest-Rate Forecast: What’s Next?What To Do With Your Cash Right NowNasdaq 100 Rebalance: What It Means for Your PortfolioHiring a Financial Advisor? Honesty Counts (With Yourself, Too)  Read what our team is writing:Ivanna HamptonDan Romanoff Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: 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.

: 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-4Microsoft and Open AI PartnershipWhat is AI’s Market Size?NVIDIA’s Role in Microsoft's AI Read about topics from this episode. After Earnings, Is Microsoft Stock a Buy, a Sell, or Fairly Valued?Microsoft and AI: Believe the Hype?Microsoft Earnings: Solid Performance, With Azure Strength Offset by Margin Pressure in 2024Before Investing in AI Stocks, Consider This What to watch from Morningstar.Interest-Rate Forecast: What’s Next?What To Do With Your Cash Right NowNasdaq 100 Rebalance: What It Means for Your PortfolioHiring a Financial Advisor? Honesty Counts (With Yourself, Too)  Read what our team is writing:Ivanna HamptonDan Romanoff Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: 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.

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” FamilyMicrosoft’s Strong Q4Barbie Boost Could Fall Interest Rates OutlookWill There Be Future Interest Rate Hikes?Inflation Is FallingThe Economy is StrongHow Long Will Economic Growth Last?When Will the Fed Start Cutting Interest Rates?Retiring Earlier Than Expected? How to Manage Your Finances  Read about topics from this episode. After Earnings, Is Meta Stock a Buy, a Sell, or Fairly Valued?Microsoft Earnings: Solid Performance, With Azure Strength Offset by Margin Pressure in 2024When Will the Fed Start Cutting Interest Rates?Fed’s Powell Talks Tough After Rate Hike, But a Pause Seen Likely From Here4 Financial Tasks You Shouldn’t Put Off What to watch from Morningstar.What To Do With Your Cash Right NowNasdaq 100 Rebalance: What It Means for Your PortfolioHiring a Financial Advisor? Honesty Counts (With Yourself, Too)Firing Your Financial Advisor? When To Stay, When To Go  Read what our team is writing:Ivanna HamptonPreston CaldwellChristine BenzSusan Dziubinski Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: 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.

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 ExpectationsUnited Airlines Q2 Results SoaredPNC Projected Slower Growth Inflation, Cash, and BondsBond Outlook 2023Why Should Investors Consider Bonds?Opportunity Costs of Holding Money in Bond FundsIncome In Investor’s Portfolio5 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 GrowthUnited Airlines Earnings: Robust Q2, but Costs Rising on Upgrades and New Labor AgreementsPNC 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 PortfolioHiring a Financial Advisor? Honesty Counts (With Yourself, Too)Firing Your Financial Advisor? When To Stay, When To GoMidyear Market News: 'Unusual' Stock Rally and Today’s Sticky Inflation  Read what our team is writing:Ruth SaldanhaMadeline HumeChristine BenzAmy C. Arnott  Follow us on social media.Ruth Saldanha on Twitter: @karishmaruthFacebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: 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.

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.TimestampsJPMorgan Starts Strong in Q3 Threads Breaks Records, but Will It Produce Profits? Uber and Dominos Deliver a New DealThe Nasdaq 100 Needs Changing What is the Nasdaq 100? The ‘Magnificent Seven’   The Nasdaq’s Special Rebalance   Which Companies Will Gain from the Rebalance? How Will the Nasdaq’s Rebalance Affect ETFs? Money Market Funds vs. CDs: How To Choose  Read about topics from this episode. JPMorgan Earnings: Revenue Outlook Increased Again as Higher Rates Boost Net Interest IncomeMeta Platforms: An Impressive Start for Threads, but Questions RemainUber: Strong Network Effect Has Brought Domino’s OnboardWhat the Nasdaq 100 Rebalance Means for ETF and Index Fund Investors7 Charts on U.S. Fund Flows in the First Half of 2023ETFs Close Mild First Half with an Exclamation PointChoosing 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 GoSpot Hidden Crypto Stocks and Funds in Your PortfolioMidyear Market News: 'Unusual' Stock Rally and Today’s Sticky Inflation  Read what our team is writing:Ivanna HamptonRyan Jackson Follow us on social media.Ivanna Hampton on Twitter: @IvannaHamptonFacebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: 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.

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 AdvisorsMost Common Reasons for Hiring a Financial AdvisorBehavioral CoachingWhat If It’s Not a Match?What Should You Ask Yourself Before Hiring an Advisor? Read about topics from this episode. Firing Your Financial Advisor? When To Stay, When To GoSpot Hidden Crypto Stocks and Funds in Your PortfolioWhy Advisors Shouldn’t Worry About Losing Trust During Market VolatilityMore 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 InflationTurning a ‘Hard No’ Into Financial Freedom  Read what our team is writing:Ivanna HamptonDanielle LabotkaSamantha Lamas  Follow us on social media.Ivanna Hampton on Twitter: @IvannaHamptonSamantha Lamas on Twitter: @SamanthaLamas4Facebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: 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.

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 AdvisorWhat Are Investors Actually Looking For?Quality, Cost, and Performance FactorMoney Conversations with Your Advisor How To Repair Your Relationship with Your Financial AdvisorWho Is Most Likely to Breaking Up with an Their Advisor? Read about topics from this episode. Why Do Investors ‘Break Up’ With Their Financial Advisor?Why Advisors Shouldn’t Worry About Losing Trust During Market VolatilityMore Investing Tools Won’t Solve All Your ProblemsEven Advisors Aren’t Immune to Overconfidence Bias  What to watch from Morningstar.Spot Hidden Crypto Stocks and Funds in Your PortfolioMidyear Market News: 'Unusual' Stock Rally and Today’s Sticky InflationTurning a ‘Hard No’ Into Financial FreedomGain From the Weight-Loss Trend With These Stocks  Read what our team is writing:Ivanna HamptonDanielle LabotkaSamantha Lamas   Follow us on social media.Ivanna Hampton on Twitter: @IvannaHamptonSamantha Lamas on Twitter: @SamanthaLamas4Facebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: 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.

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 ExposuresCompanies With Crypto ExposureBitcoin’s Extreme VolatilityHow Do Funds Invest in Cryptocurrency?Bank Collapse Ripple EffectsBitcoin and Altcoins During Bull and Bear MarketsIs Crypto a Hedge Against Stocks and Inflation?How Do Investors Uncover Hidden Crypto Exposure?Where Should Investors Invest? Read about topics from this episode. The Crypto ETP Market in 6 ChartsUncovering the Hidden Crypto Exposures in Your Investment PortfolioAre 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 InflationTurning a ‘Hard No’ Into Financial FreedomGain From the Weight-Loss Trend With These StocksDouble Trouble: How the Dot-Com and Tech Bubbles Compare  Read what our team is writing:Ivanna HamptonManan Agarwal  Follow us on social media.Ivanna Hampton on Twitter: @IvannaHamptonFacebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: 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.

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.  Timestamps00:00 Introduction00:31 The Fed Holds Rates Steady01:39 Bank Failures02:31 Jerome Powell’s Thoughts On Inflation03:26 Outlook For Interest Rate Cuts04:25 Are We in a Bull Market?05:20 Concentrated Stock Markets07:08 AI and the Stock Market Rally 08:13 Look Under the AI Hood09:04 Bonds in 202310:24 Bond Investors Looking for High Yields11:35 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-cornerStrong 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-horizonFed 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-skipU.S. Stock Market Outlook: June 2023 https://www.morningstar.com/markets/us-stock-market-outlook-june-20235 Charts On the Super Concentrated Stock Market https://www.morningstar.com/markets/5-charts-about-super-concentrated-stock-marketWhat Is Bitcoin Worth? https://www.morningstar.com/alternative-investments/what-is-bitcoin-worthBlackRock’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-canRegulatory 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/MwxQTNZ2L5wDouble Trouble: How the Dot-Com and Tech Bubbles Compare https://youtu.be/4_mP4nftQssWhat to Do as Recession Fears Grip Investors https://youtu.be/F-hCrdpxWKIJust 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-hamptonTom Lauricella https://www.morningstar.com/authors/1953/tom-lauricella Follow us on social media.Ivanna Hampton on Twitter: @IvannaHamptonFacebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: 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.

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 ConferenceAre You Comfortable Talking About Money?Joining the FIRE MovementBuilding Generational WealthThe Racial Wealth GapHow to Turn a Side Hustle into Extra Wealth"Are We…an Aldi Family Now?”Money Conversations and Pursuing Financial Freedom Read about topics from this episode.  How to Have More Productive Conversations About MoneyCan You Retire Soon?How to Find Funds That Address Systemic Racism and the Wealth Gap11 Charts Examining the Racial Wealth GapHow 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 CompareWhat to Do as Recession Fears Grip InvestorsJust Where’s the U.S. Economy Headed?  Read what our team is writing:Ivanna Hampton  Follow us on social media.Ivanna Hampton on Twitter: @IvannaHamptonFacebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: 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.

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 QuarterHP is Having ProblemsMacy’s Misses the Mark  Diabetes Drugs Take OverBiotech FrontrunnersWhy is Pfizer Underperforming?Semaglutide RisksBiotech Stock PicksWhat Higher Yields Mean for Retired ‘Bucket’ Investors Read about topics from this episode.  Salesforce Earnings: Margins Shine As New Signs of Pressure Remove Some LusterHP Earnings: Sales Remain Soft, Although Improvement Is on the Horizon; Shares Fairly ValuedMacy’s Earnings: Lowered Outlook on Waning Spending Overshadows Positives; Shares UndervaluedNovo Nordisk and Eli Lilly Lead Potential $60 Billion Obesity Drug Market; Valuations Look RichObesity Drug Stocks: Time to Buy?  What to watch from Morningstar.Double Trouble: How the Dot-Com and Tech Bubbles CompareWhat to Do as Recession Fears Grip InvestorsJust Where’s the U.S. Economy Headed?Active ETFs Take Off –– 3 Ideas for Investors  Read what our team is writing:Ruth SaldanhaKaren AndersenSusan DziubinskiChristine Benz  Follow us on social media.Ruth Saldanha on Twitter: @karishmaruthFacebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: 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.

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 damageWhat surprised you when you compared the Dot-Com and Tech Bubbles?How did the interest rate environments play a role?  Read about topics from this episode.  For Growth Managers, History Repeats ItselfWant to Invest Successfully? Quit Trying to Make Sense of It  What to watch from Morningstar.What to Do as Recession Fears Grip InvestorsJust Where’s the U.S. Economy Headed?Active ETFs Take Off –– 3 Ideas for InvestorsBerkshire Hathaway: 4 Questions and 5 Cheap Stocks  Read what our team is writing:Ivanna HamptonJack Shannon Follow us on social media.Ivanna Hampton on Twitter: @IvannaHamptonFacebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: 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.

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 HitInvestors Should Wait on TargetWalmart Wows in Economic Environment  Shopping for a 529 Plan?HSA Boost in 2024New HSA ContributionsHSAs May Work Best as Tax SheltersUsing HSAs in New WaysPaths to Healthcare CoverageHow To Recession-Proof Your Portfolio Read about topics from this episode.  Walmart Earnings: Solid Sales as Chain Benefits from Consumers’ Focus on ValueTarget Earnings: Theft, Mix Weigh on Earnings, but Distribution Improvements Should Help in Long TermHome Depot Earnings: Tough Macro Environment Weighs on Sales Momentum529 Tax Benefits: How Does Your State Stack Up?HSAs May Work Best as Tax SheltersWhat’s the Best-Performing Asset Type During a Recession? What to watch from Morningstar.Just Where’s the U.S. Economy Headed? Active ETFs Take Off –– 3 Ideas for InvestorsBerkshire Hathaway: 4 Questions and 5 Cheap StocksMorningstar Investment Conference: Recession Risks and the Markets  Read what our team is writing:Ivanna HamptonMark MillerChristine Benz Susan Dziubinski  Follow us on social media.Ivanna Hampton on Twitter: @IvannaHamptonFacebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: 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.

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.IntroductionDisney’s Disappointing Fiscal Q2 PayPal Strong Start to 2023Shopify’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 ETFsRead about topics from this episode.  Disney Earnings: Smaller Streaming Losses Are Nice, but Subscriber Growth Needs ReinvigoratingPayPal Earnings: Growth Picks Up, Strong Margin ImprovementShopify Earnings: Strong Results as Revenue and Profitability Top ExpectationsFed’s Powell Hints at—but Doesn’t Commit to—a Pause After the Latest Rate HikeWhen Will the Fed Start Cutting Interest Rates?What Will the Upcoming GDP Report Show About the U.S. Economy? What to watch from Morningstar.Active ETFs Take Off –– 3 Ideas for InvestorsBerkshire Hathaway: 4 Questions and 5 Cheap StocksMorningstar Investment Conference: Recession Risks and the MarketsPlanning to Retire Soon? Flexibility and Spending Count Read what our team is writing:Ivanna HamptonPreston CaldwellDaniel Sotiroff Follow us on social media.Ivanna Hampton on Twitter: @IvannaHamptonFacebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: 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.

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.IntroductionApple outperforms in iPhone and servicesSoFi Technolgies benefit from more deposits and rising interest ratesFord's first-quarter earnings beat estimatesCoinbase’s losses narrowThe Active ETF boom & 3 investment ideasBest Practices for Tax-Efficient Portfolio Management Read about topics from this episode. Apple Earnings: Hardware Headwinds Look Ominous; Stock Overvalued Versus $150 Fair Value EstimateSoFi Earnings: Deposit Growth Drives Net Interest Income Higher, but Growth Slows SequentiallyFord Earnings: Strong Year-Over-Year Improvement and a Cash-Rich Balance Sheet Are Good to SeeReducing Fair Value Estimate for CoinbaseThe New Frontier of Active InvestingMichael Kitces: How Higher Yields Affect Asset Allocation and Retirement Planning What to watch from Morningstar.Berkshire Hathaway: 4 Questions and 5 Cheap StocksMorningstar Investment Conference: Recession Risks and the MarketsPlanning to Retire Soon? Flexibility and Spending CountWhere Can the Automotive Industry Go From Here?: Part Two  Read what our team is writing:Ivanna HamptonBryan Armour Follow us on social media.Ivanna Hampton on Twitter: @IvannaHamptonFacebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: 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.

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 quarterE-commerce and advertising growth drove Amazon's first-quarter results.Southwest Airlines’ first quarter results arrived as expected.Berkshire Hathaways' annual meetingsWhat are you listening for at this weekend's meeting?Charlie Munger issued a warning about commercial property loans Do you see Munger and Buffett doing something during this banking crisis?What has Warren Buffet done during past recessions and what can investors learn from him?Berkshire Hathaway stocks offer two types, Class A and Class B. What are the similarities and what are the differences?What are a few stocks in Berkshire's portfolio that Morningstar considers undervalued?4 Great Dividend Funds Read about topics from this episode.  Meta Earnings: Reels Monetization Becoming a Reality While Network Effect Remains IntactMicrosoft Earnings: All-Around Strength, Including Azure, Demonstrates ResiliencyAmazon Earnings: E-Commerce and Advertising Drive Good Quarter While AWS Decelerates FurtherSouthwest Airlines Earnings: Pivots Some Capacity and Takes Unit Cost Hit, Most of It Is TemporaryIs 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 MarketsPlanning to Retire Soon? Flexibility and Spending CountWhere Can the Automotive Industry Go From Here?: Part TwoWhere Can the Automotive Industry Go From Here?: Part One  Read what our team is writing:Ivanna HamptonGreggory Warren  Follow us on social media.Ivanna Hampton on Twitter: @IvannaHamptonFacebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: 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.

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 marketsTakeaways from Former U.S. Treasury Secretary Larry Summers on banking crisis, soft landing, and debt ceiling debate International stocks outlook Highlights from NYU finance professor Aswath Damodaran on ESG and calls for improvement Lessons from dot-com bubble and financial crisis that could apply today What themes emerged from the conference?What surprised you at the conference this year?  Read about topics from this episode.  When Will the Fed Start Cutting Interest Rates?Climate Tech Opportunities Attract Investors Should You Be Worried About the Health of Social Security? Don’t Fight the Fed Social Security Planning for Married Couples What’s Ahead for Vanguard in 2023 7 Cheap EV Supply Chain Stocks What’s Ahead for BlackRock in 2023   What to watch from Morningstar.Planning to Retire Soon? Flexibility and Spending CountWhere Can the Automotive Industry Go From Here?: Part TwoWhere Can the Automotive Industry Go From Here?: Part OneHow Do Vanguard’s Target-Date Funds Stack Up?  Read what our team is writing:Ivanna HamptonTom LauricellaRussel Kinnel  Follow us on social media.Russel Kinnel on Twitter: @RussKinnelIvanna Hampton on Twitter: @IvannaHamptonFacebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: 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.

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 StrongDelta’s Soaring Operating CostsWarner Bros. Releasing “Max”Investment in Climate TechThe Inflation Reduction Act and Greenhouse Gas EmissionsCarbon Tech’s Record-Breaking YearTough Market Climate for Climate TechWhat Should Investors Know About Sustainable Investing and Earth Day?Earth Day 2023 coverage on Morningstar.com  Can You Retire Soon? Read about topics from this episode.  JPMorgan Beats Earnings, Grows Deposits, and Raises Revenue Outlook.Warner Bros. Discovery’s Has In-Line End to 2022 Delta Earnings: Postpandemic Wanderlust and Pinched Capacity Offer a Rare Opportunity for AirlinesEarth 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 OneHow Do Vanguard’s Target-Date Funds Stack Up?Why the Nasdaq 100 Isn’t a Particularly Good Investment  Read what our team is writing:Ivanna HamptonLeslie Norton  Follow us on social media.Leslie Norton on Twitter: @leslienortonnycIvanna Hampton on Twitter: @IvannaHamptonFacebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: 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.

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 demandHow 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 sedansTesla vs. GM electric vehicles GM is calling itself an auto tech companyCheap Auto Stock Picks Read about topics from this episode.  4 Auto Stocks to Buy in 20235 ESG Risks and 5 Bargains in Auto StocksIs Tesla Stock a Buy or Sell Right Now? What to watch from Morningstar.Where Can the Automotive Industry Go From Here?: Part OneHow Do Vanguard’s Target-Date Funds Stack Up?Why the Nasdaq 100 Isn’t a Particularly Good InvestmentWhere to Invest: Stocks or CDs?  Read what our team is writing:David WhistonIvanna Hampton Follow us on social media.Ivanna Hampton on Twitter: @IvannaHamptonFacebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: 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.

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 Introduction00:42 Themes in the auto industry for 202301:28 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 buyers09:51 What’s the trickledown effect on leasing?11:29 Could we see an auto bubble?13:46 The auto industry recession 17:36 Where can the U.S. auto industry go from here?  Read about topics from this episode.  4 Auto Stocks to Buy in 2023 5 ESG Risks and 5 Bargains in Auto Stocks How to Navigate a Recession  What to watch from Morningstar.How Do Vanguard’s Target-Date Funds Stack Up? Why the Nasdaq 100 Isn’t a Particularly Good Investment Where to Invest: Stocks or CDs? Is Berkshire Hathaway Stock a Buy After Rocky Results?  Read what our team is writing:David Whiston Ivanna Hampton Follow us on social media.Ivanna Hampton on Twitter: @IvannaHamptonFacebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: 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.

In today’s episode, Seth Goldstein, equities strategist for Morningstar Research Services, discusses the global forecast for electric vehicle expansion.00:06 Introduction00:35 Cash App owner pushes back against fraud claims01:57 T. Rowe Price faces headwinds 02:56 Vanguard Dividend Growth’s manager to step down04:05 Investing in the battery electric vehicle supply chain08:00 Has Vanguard’s target-date fund series lost its edge?Read about topics from this episode.Short-Seller Hindenburg Claims Block’s Cash App Is Built on FraudT. Rowe Price Continues to Face Headwinds Created by a Rising Interest Rate EnvironmentVanguard Dividend Growth’s Longtime Manager to Step Down in 2024What to watch from Morningstar.Why the Nasdaq 100 Isn’t a Particularly Good InvestmentWhy the Banking Crisis Is a Big DealWhere to Invest: Stocks or CDs?Is Berkshire Hathaway Stock a Buy After Rocky Results?Read what our team is writing:Megan PacholokJason KephartFollow us on social media.Ivanna Hampton on Twitter: @IvannaHampton  Jason Kephart on Twitter: @JasonKephartFacebook: 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.

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 Contractors02:21 Potential TikTok Ban Could Benefit Rivals 03:18 Why the Nasdaq 100 Falls Short10:06 What You Can Learn From Your Tax ReturnRead about topics from this episode.T-Mobile Takes a Small Strategic Threat off the Table by Buying MintUber, Lyft, and DoorDash Receive a Favorable California Appeals Court Ruling; No FVE ChangesPotential TikTok Ban in U.S. Would Benefit Google, Meta, and SnapWhy the Nasdaq Isn’t a Particularly Good Investment What to watch from Morningstar. Why the Banking Crisis Is a Big DealWhere to Invest? Stocks or CDs?Is Berkshire Hathaway Stock a Buy After Rocky Results?Should You Fund Your 401(k) First or Your IRA? Read what our team is writing:Ryan JacksonChristine BenzFollow us on social media.Ruth Saldanha on Twitter: @KarishmaRuthRyan Jackson on Twitter: @TheETFObserverChristine Benz on Twitter: @Christine_BenzFacebook: 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.

In today’s episode, Travis Miller, an energy and utilities strategist for Morningstar Research Services, discusses the potential earnings growth for the utilities sector, and which stocks are undervalued.00:06 Introduction 00:35 Pfizer to Acquire Cancer Drug Developer   01:44 Adidas Wheezes 02:51 Squarespace Subscriptions Are Solid, But Are They Enough? 04:10 What’s Ahead in the Utilities Sector? 05:08 The Inflation Reduction Act includes credits for energy-saving home improvements and electric vehicles. How are utilities preparing for the rise in electricity demand? 06:11 What kind of financial support will utilities need to carry out this plan? 07:46 Why should investors consider earnings growth, too? 08:44 Now, what are your expectations this year for dividends? 09:20 Now, if investors are looking to invest in utilities, where should they look? 10:40 Utilities sector stock picks 13:21 Don’t Ignore the Banking Crisis Read about topics from this episode. Utilities Suddenly a Growth Sector?Why Investors Should Care About the Banking ScarePfizer's Seagen Deal Should Help Offset Upcoming Patent Losses; No Fair Value Estimate ImpactMuch Has Gone Wrong for Adidas Recently, but Its Status as a Popular Global Sportswear Brand HoldsSquarespace Earnings: Resilient Retention and Strong Bookings Growth Even After Price Increases What to watch from Morningstar. Where to Invest: Stocks or CDs?Is Berkshire Hathaway Stock a Buy After Rocky Results?Should You Fund Your 401(k) First or Your IRA?With IRA Deadline Looming, Don’t Make These Mistakes  Read what our team is writing: Travis MillerTom Lauricella  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.

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. Timestamps00:00 Introduction00:27 Broadcom rides AI wave01:41 Costco shows resilience02:15 Eli Lilly cuts insulin costs03:55 Morningstar's internal sustainability team joins Investing Insights to discuss Equal Pay Day04:29 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 Pay11:35 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 Sharehttps://www.morningstar.com/stocks/xnas/avgo/quoteCostco’s Resilience Proves Its Ongoing Relevance and Brand Strength; Shares Fairly Valuedhttps://www.morningstar.com/stocks/xnas/cost/quoteEli Lilly’s Insulin Price Cut Should Address Government’s Critical Eye; but no Impact on FVEhttps://www.morningstar.com/stocks/xnys/lly/quote3 Stocks That Stress Equal Pay as We Observe International Women’s Dayhttps://www.morningstar.com/articles/1141925/3-stocks-that-stress-equal-pay-as-we-observe-international-womens-dayRead what our team is writing:Allie McCallion https://www.morningstar.com/authors/2642/allie-mccallionCharity Blue https://www.morningstar.com/authors/2662/charity-blueChristine Benz  https://www.morningstar.com/authors/30/christine-benzSusan Dziubinski https://www.morningstar.com/authors/12/susan-dziubinskiFollow 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.

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. Timestamps00:06 Introduction 00:31 Berkshire Hathaway’s rocky results01:24 Domino’s trims sales growth outlook02:20 Intel cuts quarterly dividend03:53 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 InvestmentsIntel’s Dividend Cut Frees Up Cash, but Execution Risk Remains PalpableHow to Invest in the Right AI StocksHow 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 HossainChristine Benz Follow us on social media.Ivanna Hampton on Twitter: @ivannahamptonJakir Hossain on Twitter: @JakirMHossainChristine Benz on Twitter: @Christine_BenzFacebook: 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.

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 Introduction00:36 Kraft Heinz shakes off pressure from inflation01:27 Roku exceeds Q4 expectations02:29 Cisco Systems’ core networking business leads the way03:27 Vanguard’s Unique Mutual Fund/ETF Structure04:04 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 benefits06:01 On the other hand, what are some of the disadvantages, or drawbacks of the structure?07:31 What does this hybrid structure mean for investors, especially from a tax point of view?09:31 How to Make the Most of Your Retirement        Read about topics from this episode.Kraft Heinz’s Top Line Soars on the Heels of Renewed Commitment to Brand Spending; Shares a BargainRoku Posts Strong End to 2022, but Weak Ad Revenue Market Will Hurt 2023 Top-Line GrowthIs 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 MistakesCould Meta Make a Comeback?How Secure Act. 2.0 Changes RMD RulesShould You Buy a House Right Now? Read what our team is writing:Daniel SotiroffSusan DziubinskiChristine Benz Follow us on social media. Ruth Saldanha on Twitter: @KarishmaRuthDaniel Sotiroff on Twitter: @DanielSotiroffChristine 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.

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.Timestamps00:06 Introduction00:36 Disney CEO Bob Iger Plans to Cut Billions01:49 Uber’s Total Revenue Soars02:39 PayPal Faces Tough Environment03:34 AbbVie’s Long-Term Outlook04:36 America’s Racial Wealth Gap and How to Shrink It04:59 What has research shown about wage disparities when households are compared? 05:49 How are savings rates affected? 06:29 What’s the impact on building a nest egg? 06:59 What are some thoughts on building financial security through homeownership? 08:00 How could baby bonds help close the racial wealth gap? 09:15 6 IRA Mistakes to Avoid    Read about topics from this episode.Disney Reports Decent Earnings With Iger Already Reapplying His StampUber Reports Impressive Q4; Strong 2023 Growth ExpectedPayPal Remains a Unique Player in PaymentsAbbVie Posts Solid Q4, but Competitive Pressures to Limit Long-Term Growth11 Charts Examining Racial Wealth Gap What to watch from Morningstar.Could Meta Make a Comeback?How Secure Act 2.0 Changes RMD RulesShould You Buy a House Right Now?Big Banks Bracing for a Recession   Read what our team is writing:Keith Reid-ClevelandChristine BenzSusan DziubinskiFollow us on social media.Ivanna Hampton on Twitter: @IvannaHampton Christine Benz on Twitter: @Christine_Benz Facebook: https://www.facebook.com/MorningstarInc/  Twitter: https://twitter.com/MorningstarInc  Instagram: https://www.instagram.com/morningstar...  LinkedIn: https://www.linkedin.com/company/5161/  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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 Introduction00:38 Meta’s earnings beat expectations01:53 Amazon tightens its belt03:05 Pfizer posts record revenue for 202203:59 McDonald’s strong customer traffic offsets margins05:07 SPY ETF celebrates 30th anniversary05:36 What is an ETF?06:18 How did index funds’ popularity help ETFs?07:31 How has the ETF market evolved to include active ETFs?08:38 Where does the ETF market stand today?09:49 What's made SPY in particular so successful since its debut?12:23 What do you think the future holds for SPY?13:45 SPY holds the title as the world's largest ETF, but it's not the world's first, right?14:36 3 Dividend Stocks for February 2023 Read about topics from this episode.Meta’s Q4 Earnings Beat Expectations; Growth Likely to Return in the Second HalfAmazon Q4 Sales Up, Earnings Drop on Lower Customer SpendingPfizer Reports Solid Q4 Earnings But Offers Weaker OutlookMcDonald’s Margin Compression Sinks Shares After Q4 Results, but Long-Term Narrative IntactHow the World’s Largest ETFs Changed Financial Markets3 Dividend Stocks for February 2023 What to watch from Morningstar.How Secure Act 2.0 Changes RMD RulesShould You Buy a House Right Now?Big Banks Bracing for a RecessionCreate a New Financial Plan For the New Year: Part 2 Read what our team is writing.Bryan ArmourDavid Harrell Follow us on social media.Ivanna Hampton on Twitter: @IvannaHampton David Harrell on Twitter: @davidharrellFacebook: 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.

In today’s episode, Dan Wasiolek, Morningstar Research Services’ senior equity analyst, discusses Morningstar’s travel outlook and cheap travel stocks.00:06 Introduction00:38  Long-term outlook on Microsoft01:34 Tesla calls 2022 “best year ever”02:40 Southwest takes $800M hit 03:31 Morningstar’s travel outlook and stock picks10:02 New Rules for IRA Distributions Read about topics from this episode.Resilient Azure Helps Microsoft Drive Solid Results; Macro Drives Lower Outlook; FVE Cut to $310 Tesla Posts Solid Earnings, Reports Strong Orders to Start 2023Southwest Reports Q4 Net Loss Due to December Operational Issue; We See Improving Margins AheadNew Expense Management Survey From Center Reveals Uptick in Travel Spend Among SMEs Despite Inflation and Recession ConcernsCan 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/8QBdK6pDAN4Big Banks Bracing for a Recession https://youtu.be/Q3PSWIW73MEStock and Bond Markets’ Wild Ride in 2022 https://youtu.be/jbdn2aKt-2cCreate a New Financial Plan for the New Year: Park 2 https://youtu.be/uhulskyWqQE     Read what our team is writing.Seth GoldsteinDan WasiolekChristine Benz Follow us on social media.Christine Benz on Twitter: @Christine_BenzSeth Goldstein on Twitter: @SethGMStar1Facebook: 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.

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. Timestamps00:06 Intro00:36 Morningstar upgrades Apple's moat01:46 Proctor and Gamble reports Q2 2023 earnings  02:44 Palantir makes strategic missteps  03:52 Owning a House or REITs intro04:21 What are some of the benefits of physical real estate vs REITs?05:09 What are some of the benefits of REITs vs Real Estate?05:48 In both cases, what are some of the cons?06:24 From an investment standpoint, which is the better bet, and why?08:12 What’s a safe withdrawal rate for 2023? Read about topics from this episode.Raising Apple Stock’s Fair Value Estimate to $150P&G Announces Fiscal Year 2023 Second Quarter ResultsProcter & Gamble’s Stock Looks Overheated After Effectively Weathering Headwinds in the QuarterCutting Palantir Stock Fair Value Estimate as Strategic Missteps Create a Plethora of ProblemsInvesting in REITs vs. Direct Real EstateRetirement Income and Safe Withdrawal Rates in 2023   What to watch from Morningstar.Big Banks Bracing for a RecessionCreate a New Financial Plan for the New Year: Part 2Create a New Financial Plan for the New Year: Part 1Stock and Bonds’ Market Wild Ride in 2022 Read what our team is writing.Ruth SaldanhaJeremy PaganChristine BenzSusan DziubinskiFollow us on social media.Ruth Saldanha on Twitter: @KarishmaRuthChristine Benz on Twitter: @Christine_BenzTwitter: 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.

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 Intro00:36 Disney Proxy Fight01:48 Hanesbrands closes Q4 with positive news 02:38 Coinbase plans layoffs03:46 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 2023Read about topics from this episode.Trian Opens Proxy Fight With Disney; We Believe Peltz Could Add Value as a Board MemberCoinbase to Lay Off More Workers in Second Round of CutsHanesbrands Alleviates Some Concerns by Reaching Modest Q4 Expectations; Shares Very UndervaluedJPMorgan, Wells Fargo, Bank of America and Citi Beat Earnings Expectations, but Worries About Headwinds RemainWells Fargo’s 2023 Outlook Shows That the Net Interest Income Boom May Be OverBank of America Beats Fourth-Quarter Earnings; Net Interest Income Outlook is DisappointingSolid Q4 Results for Citigroup; Stock Remains Most Undervalued Among BanksSolid Q4 2022 Earnings for JPMorgan; 2023 Outlook Is GoodWhat to watch from Morningstar.Create a New Financial Plan for the New Year: Part OneCreate a New Financial Plan for the New Year: Part TwoStock and Bond Markets’ Wild Ride in 2022RMD Sticker Shock? How to Ease Your Tax BurdenRead what our team is writing.Eric ComptonFollow us on social media.Ivanna Hampton on Twitter: @IvannaHamptonFacebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: 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.

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. Timestamps00:04 Introduction00:37 What kind of financial habits or histories do people tend to bring into their relationships?02:30 How do couples mesh their financial lives without fighting about saving or spending?04:36 Why do emotions rise when couples talk about money?05:36 What should people pay attention to if they feel themselves getting upset about someone else’s financial habits?06:57 What are steps couples can take to understand each other?09:33 We’ve talked about rethinking budgeting, overcoming overspending, and how to avoid arguing over money. What’s your advice to our audience if they experience a setback or win?  Read about topics from this episode.  Hate Budgeting? Try Rethinking It. Got the Urge to Splurge? 4 Steps to Overcome Your Overspending Habit How to Avoid Arguing Over Money By Sarah Newcomb  What to watch from Morningstar.Top Retail Stocks on Sale This Holiday SeasonShould You Buy Dividend Stocks in a Recession?Retiring Soon? Make Sure to Check Your Asset AllocationCheap Stocks For You to Consider Read what our team is writing:Sarah Newcomb https://www.morningstar.com/authors/1951/sarah-newcomb Follow us on social media.Ivanna Hampton on Twitter: @IvannaHamptonSarah Newcomb on Twitter: @finance_therapyFacebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: 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.

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 Introduction00:43 Financial advice tends to tell people to break down their budgets into “wants versus needs”. What are your thoughts on this concept?02:55 How should we think about our needs? What should we include? (basic categories from Maslow: survival, security, love and belonging, esteem, and meaning)04:04 You’ve written that “our wants point to needs.” Can you explain that?05:14 How should we rethink budgeting if we don’t follow needs versus wants?08:04 What are some ways to identify possible strategies to meet a need and save money?08:53 We know now how to meet our needs through strategies. What should people do if they tend to overspend?11:01 How do we identify the emotion that’s driving the urge to spend too much?12:14 Now, that the emotion is known, what do we do next?  Read about topics from this episode.  Hate Budgeting? Try Rethinking It. Got the Urge to Splurge? 4 Steps to Overcome Your Overspending Habit How to Avoid Arguing Over Money By Sarah Newcomb  What to watch from Morningstar.Top Retail Stocks on Sale This Holiday SeasonShould You Buy Dividend Stocks in a Recession?Retiring Soon? Make Sure to Check Your Asset AllocationCheap Stocks For You to Consider Read what our team is writing:Sarah Newcomb https://www.morningstar.com/authors/1951/sarah-newcomb Follow us on social media.Ivanna Hampton on Twitter: @IvannaHamptonSarah Newcomb on Twitter: @finance_therapyFacebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: 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.

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. Timestamps00:04 Introduction00:31 What’s Morningstar’s take on what’s been driving inflation?02:18 What would it take to push inflation down to the Fed’s 2-percent target? 03:22 What categories of inflation have the Fed focused on?04:38 How does wage growth factor into the Fed’s moves next year?05:38 What has happened this year with bonds?06:38 What has the plunge in bonds meant for investors’ portfolios?07:47 How should investors think about bonds in 2023?08:51 Can you describe what hit tech so hard?10:20 What will it take for a tech rebound?11:30 Crypto started 2022 riding high 12:27 What are the lessons from crypto’s implosion?14:16 What should investors watch for in 2023?  Read about topics from this episode.  A New Crisis: What’s Happened in Crypto Now?4 Lessons From Crypto’s Implosion5 Charts on Big Tech Stocks’ CollapseThe Worst Bond Market EverWhere 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 BurdenTop Retail Stocks on Sale This Holiday SeasonShould You Buy Dividend Stocks in a Recession?Retiring Soon? Make Sure to Check Your Asset AllocationCheap Stocks For You to Consider Read what our team is writing:Tom Lauricella https://www.morningstar.com/authors/1953/tom-lauricella Follow us on social media.Ivanna Hampton on Twitter: @IvannaHamptonTom Lauricella on Twitter: @LauricellaTomFacebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: 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.

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 Introduction00:47 The FTC tries to block Microsoft over their attempted buyout of Activision Blizzard 02:04 Campbell cooked up a strong start to the fiscal year02:55 Chewy chewed up some strong Q3 earnings04:23 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 plans14:18 Tips on Taking Last-Minute RMDs in 2022  Read about topics from this episode.  Microsoft Stock Attractive Whether or Not Activision Deal Goes ThroughAlternative Funds Are Winners in 202290% of Companies Are Developing an ESG StrategyIf You Haven't Taken RMDs Yet in 2022, Watch This VideoWho Does and Doesn’t Get to Skip RMDs Under the New 10-Year Rule  What to watch from Morningstar.Top Retail Stocks on Sale This Holiday SeasonShould You Buy Dividend Stocks in a Recession?Retiring Soon? Make Sure to Check Your Asset AllocationCheap Stocks For You to Consider Read what our team is writing:Christine BenzAlyssa StankiewiczMegan Pacholok Follow us on social media.Ivanna Hampton on Twitter: @IvannaHamptonChristine Benz on Twitter: @Christine_BenzFacebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: 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.

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 inflation02:36 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 Cheap11:45 3 Ways to Manage Capital Gains Distributions in 2022  Read about topics from this episode.  Tesla: Stock of the WeekWhich Retail Stocks Are Well-Positioned for 2022 Holiday Sales?What You Need to Know About Capital Gains Distributions Which Popular Funds Will Hit Investors With Losses and Capital Gains Distributions This Year?  What to watch from Morningstar.Should You Buy Dividend Stocks in a Recession?Retiring Soon? Make Sure to Check Your Asset AllocationCheap Stocks For You to ConsiderWhat to Buy or Skip: I Bonds, Apple, Amazon, or MetaWhere to Park Your Cash and Find Recession-Resistant Stocks  Read what our team is writing:David SekeraChristine BenzSusan Dziubinski Follow us on social media.Ivanna Hampton on Twitter: @IvannaHamptonDave Sekera on Twitter: @MstarMarketsFacebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: 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.

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.      Timestamps00:38 Berkshire Hathaway Deserves More Credit 01:40 Dick's Sporting Goods Rallied Big in Q302:35 Visa’s CEO is Stepping Down03:26 What happened at Disney, and more importantly, why?05:06. Bob Iger has delayed his retirement multiple times, and now is back. Will he likely stick to his two year contract, do you think?05:46 What does this mean for Disney shareholders – and your expectation for the stock?06:56 Are Dividend Stocks a Good Investment Today?  Read about topics from this episode.  5 Takeaways From Berkshire Hathaway’s 2021 Shareholder LetterWhich Retail Stocks Are Well-Positioned for 2022 Holiday Sales?The Best- and Worst-Performing Stocks: Q3 2022Visa Earnings Show Continued Strong Growth; Stock Slightly UndervaluedEnergy 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 AllocationCheap Stocks For You to ConsiderWhat to Buy or Skip: I Bonds, Apple, Amazon, or MetaWhere to Park Your Cash and Find Recession-Resistant StocksMarkets are Undervalued, and We Highlight Some Cheap Stocks!We Examine Tesla's Stock and the Risks of a Strong Dollar Read what our team is writing:Ruth SaldanhaSusan DziubinskiDavid Harrell Follow us on social media.Ruth Saldanha on Twitter: @karishmaruthDavid Harrell on Twitter: @davidharrellFacebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: 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.

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 PresentationIs It Too Late to Inflation-Proof Your Portfolio?5 Portfolio Pitfalls and How to Fix ThemHow a New Retiree Can Confront Market TurbulencePositioning a Portfolio in Early Retirement What to watch from Morningstar.Cheap Stocks For You to ConsiderWhat to Buy or Skip: I Bonds, Apple, Amazon, or MetaWhere to Park Your Cash and Find Recession-Resistant StocksMarkets 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: @IvannaHamptonChristine Benz on Twitter: @Christine_BenzFacebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: 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.

In today’s episode, Saraja Samant, a manager research analyst for Morningstar Research Services, explains how investing in defined-maturity ETFs can help grow wealth in a rising interest-rate environment. 00:05 Introduction  00:43 Disney Loses Some Magic as 2022 Ends 01:37 Roblox Has Mixed Messages in Q3 02:37 Lyft’s Ride to Disappointment  04:05 What’s a Traditional Bond Ladder and How Does It Work? 04:42 Advantages and Disadvantages of Building a Bond Ladder With Individual Bonds? 06:21 What Makes Defined-Maturity ETFs Different?  07:58 What are Some of the Risks With Bond Ladder ETFs? 09:17 How Do the Costs Compare Between Building a Bond Ladder Using traditional Bonds Versus Building One Using Bond ETFs? 10:04 If an Investor Wants to Build a Bond Ladder ETF, How would they start? 11:11 Is It Too Late to Inflation-Proof Your Portfolio? Read about topics from this episode.   Disney Posts Mixed Earnings With Streaming Subscriber Growth, Record Parks Revenue But Widening Direct to Consumer LossesUber, Lyft Drivers Remain as ContractorsBond Ladder ETFs Can Help Investors Climb Higher An Update on I Bond Yield Your Inflation Toolkit A Down-Market Survival Guide for Your 20s, 30s, and 40s TIPS Versus I Bonds  What to watch from Morningstar.Cheap Stocks For You to ConsiderWhat to Buy or Skip: I Bonds, Apple, Amazon, or MetaWhere to Park Your Cash and Find Recession-Resistant StocksMarkets are Undervalued, and We Highlight Some Cheap Stocks!We Examine Tesla's Stock and the Risks of a Strong Dollar Read what our team is writing:Susan DziubinskiChritine BenzSaraja Samant Follow us on social media.Ivanna Hampton on Twitter: @IvannaHamptonChristine Benz on Twitter: @Christine_BenzSaraja Samant on LinkedIn: https://www.linkedin.com/in/saraja-samant-280993/Facebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: 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.

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 Portfolio02:45 Starbucks is Resilient in Q404:04 Why does the COP 27 meeting matter? 06:00 What have we achieved since Cop 26? 06:44 Are the pledges made by countries binding? Who holds them accountable? 07:08 What next from here?07:42 What a Divided or United Government Means for Investors Read about topics from this episode.  What Could the Midterm Election Results Mean for the Stock Market? How to Cope With Financial Shocks Strong Q3 Indicates Uber May Be Resistant to Macro Uncertainties  Starbucks Q4 Earnings Show Strong Traffic That Bucks Industry Trends  Special Report: For Investors, COP27 Summit Brings New Opportunities  10 Reasons Why ESG Won’t Be Stopped   What to watch from Morningstar.What to Buy or Skip: I Bonds, Apple, Amazon, or Meta Where to Park Your Cash and Find Recession-Resistant Stocks Markets are Undervalued, and We Highlight Some Cheap Stocks! We Examine Tesla's Stock and the Risks of a Strong Dollar  Read what our team is writing:Ruth Saldanha Susan Dziubinski Leslie Norton David Sekera Sarah Newcomb  Follow us on social media.Ruth Saldanha on Twitter: @karishmaruthLeslie Norton on Twitter: @leslienortonnycDavid Sekera on Twitter: @MstarMarketsFacebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: 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.

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.Timestamps0:06 Introduction 00:39 Meta’s Disappointing in Q3 Earnings01:50 0Amazon Delivered a Sting02:58 Apple is Eating Up Earnings04:23 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-lynchChristine Benz https://www.morningstar.com/authors/30/christine-benzIvanna Hampton https://www.morningstar.com/authors/2399/ivanna-hamptonFollow us on social media.Ivanna Hampton on Twitter: @IvannaHamptonChristine Benz on Twitter: @Christine_BenzSarah Newcomb on LinkedIn: https://www.linkedin.com/in/sarahcnewcombFacebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: 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.

In today’s episode, Sarah Newcomb, Morningstar Inc’s director of financial psychology, explains what investors should know about sophisticated online tricks and what to watch out for.Investing Insights is bringing you a mix of market news, insights from analysts, and personal finance tips.0:06 Introduction 0:45 Tesla was on autopilot in the third quarter.1:46 AT&T is strong in Q3.2:42 Snap disappoints for the third quarter in a row.3:38 In behavioral finance, there are “nudges” and “sludges”. Can you define those?4:29 How do we see “nudges” and “sludges” at work in our lives?6:02 What are dark patterns? What are some that we should watch out for?7:17 What do “dark patterns” look like in financial products?10:38 Is the Time Right for Annuities? Read about topics from this episode.  What Investors Should Know About Behavioral Tricks in Financial Products What Tesla Stock’s 50% Decline Means for the Market Is AT&T Stock a Buy Ahead of Earnings? Snap Earnings Disappoint for Third Consecutive Quarter Your Guide to Annuities Understanding the 4 Key Annuities Types Read what our team is writing:Sarah NewcombChristine BenzSusan DziubinskiIvanna HamptonFollow us on social media.Ivanna Hampton on Twitter: @IvannaHamptonChristine Benz on Twitter: @Christine_BenzSarah Newcomb on Twitter: @finance_therapySarah Newcomb on LinkedIn: https://www.linkedin.com/in/sarahcnewcombFacebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: 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.

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. Timestamps0:06 Introduction  0:44 Stocks for a Recession 1:50 Wells Fargo missed the mark for third quarter earnings. 2:35 Delta airlines reported a strong third quarter.3:57 Should gig workers be considered employees?5:48 What is the main risk of the Biden administration’s new proposal?8:37 What is the reaction from Uber, Lyft, and DoorDash?9:23 What does Uber, Lyft, and DoorDash stocks look like today?10:23 How to Make Your Cash Work Harder as Interest Rates Rise Read about topics from this episode.  10 Stocks for a RecessionRisk of DOL’s Proposal and Reactions of Uber, Lyft, and DoorDash Stocks Exaggerated Opportunities Seen in the Industrial Sector Amid Economic Headwinds Looking Past Volatile Operating Losses, Wells Fargo Remains on Track in Q3 Best Financial-Services Companies to Own: 2022 Edition 3 Recession-Resistant Stocks What Is a Recession?Read what our team is writing:Susan Dziubinski Christine Benz Ali Mogharabi Ivanna Hampton Follow us on social media.Ivanna Hampton on Twitter: @IvannaHamptonFacebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: 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.

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. Timestamps0:06 Introduction 0:30 Norwegian Cruise Line Sails Through a Rough Quarter 1:27 How Can Investors Cope With Fear?2:18 AMD Dipped In Q3 3:19 Does Your Retirement Plan Need More Annuity Options?3:45 What’s The Biggest Determinant of the Right Lifetime Income Strategy?5:02 Which Investors Do Not Gain Value from Annuities?6:34 Who Benefits From Annuities?7:33 What Should Investors Do if They Benefit from Annuities?9:09 Where To Invest Your Money In Q4 2022 Companies mentioned in this episode. Norwegian Cruise Line Holdings Ltd (NCLH); Advanced Micro Devices Inc (AMD); Nvidia (NVDA); Intel Corp (INTC); Micron Technology Inc (MU); Zoetis Inc (ZTS); Zimmer Biomet Holdings Inc (ZBH); Illumina Inc (ILMN)Read about topics from this episode. Fear Itself AMD Stock Is a Bargain Your Guide to Annuities A Down-Market Survival Guide for Pre-Retirees Is an Annuity Right for You? Utilities Brighten Under Cloud of Recession, but Future Dim at Lofty Valuations As Pendulum Swings, Stocks Go From Overvalued to Undervalued 3 Lessons for Investors From the Third Quarter What a Strong U.S. Dollar Means for Investors What's Next for the Stock Market? Read what our team is writing:Ruth Saldanha Susan Dziubinski David Sekera Follow us on social media.Ruth Saldanha on Twitter: @KarishmaRuthFacebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: 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.

In today’s episode, Dave Whiston, the U.S. autos equity analyst for Morningstar Research Services, discusses CarMax’s disappointing earnings results and reveals where investors can look for stock opportunities.Investing Insights has a new look and host! We’re bringing you a mix of market news, insights from analysts, and personal finance tips. We want to hear what you think about the new format. Let us know at podcast@morningstar.com.    Timestamps0:06 Introduction 0:46 Lower Estimate of Tesla’s Stock  1:33Micron Stock: Chipmaker Trims Spending  2:19 Nike Stock: Earnings Top Expectations, but Near-Term Outlook Disappoints 3:17 Why 2022 Has Been a Terrible Year for Bond Funds 4:16 Used-Car Affordability Slams CarMax’s Earnings 6:42 CarMax’s Response to Inflation and Rising Interest Rates 10:49 Our Analyst’s View of CarMax’s Stock 11:53 Cheap Stock Picks: Ford, GM, and Gentex 14:40 Why Is the Dollar Strong Now? 16:33 Strong Dollar Threatens Company Earnings 19:07 Cheap Stocks to Consider as the Dollar Strengthens  Companies mentioned in this episode. Tesla (TSLA); Micron Technology (MU); Nike (NKE); CarMax Inc (KMX); Ford Motor Co (F); General Motors Co (GM); Gentex (GNTX); Anheuser-Busch InBev (BUD); GSK PLC (GSK); and SAP SE (SAP).Read about topics from this episode.Trimming Tesla Fair Value Estimate to $250 Following Lower Q3 DeliveriesNike’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 GrowthFollow us on social media.Ivanna Hampton on Twitter: @ivannahampton Facebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: 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.

In today’s episode, Neil Macker, a senior equity analyst for Morningstar Research Services, discusses why Netflix is adding a cheaper plan and whether the stock is a deal. Also, one automaker is warning investors that supply chain issues will affect its upcoming earnings results.Investing Insights has a new look and host! We’re bringing you a mix of market news, insights from analysts, and personal finance tips. We want to hear what you think about the new format. Let us know at podcast@morningstar.com. 0:06 Introduction0:49 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 pick9:39 Is the Time Right for Roth Conversions?  Companies mentioned in this episode.Netflix Inc NFLX; FedEx Corp FDX; Ford Motor Co F; Disney DIS; Amazon AMZN; and Apple AAPL Read about topics from this episode.Is Your Smartphone Hurting Your Portfolio Performance? Retiring in a Down Market? Consider These Strategies Is the Time Right for Roth Conversions? FedEx Issues Earnings Warning on Worsening Economic Outlook Why Is Ford Stock So Cheap? Which Funds Have Recently Bought or Sold Netflix? The Thrill of the Trade Follow us on social media.Ivanna Hampton on Twitter: @ivannahampton Facebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: 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.

No matter how much inflation rises, we’ll still need utilities, right? That’s what many investors think, and that has helped propel utilities stocks higher this year. But that might be about to change, as Morningstar’s Jakir Hossain explains. Plus, we look at why some of us can’t help but trade – even though we might not get the best outcomes.  Investing Insights has a new look and host! We’re bringing you a mix of market news, insights from analysts, and personal finance tips. We want to hear what you think about the new format. Let us know at podcast@morningstar.com.    Timestamps0:06 Introduction0:49 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 picks11:41 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.

Climate Week NYC is coming. In today’s episode, Kris Inton, an equity strategist for Morningstar Research Services, explains how carbon offsets work and highlights an airline stock that looks cheap today. We take a look at how attitudes and beliefs play a role in how people think about money. Investing Insights has a new look and host! We’re bringing you a mix of market news, insights from analysts, and personal finance tips. We want to hear what you think about the new format. Let us know at podcast@morningstar.com.0:06 Introduction0:45 Inflation ticks up in August2:04 Kroger reports second-quarter earnings3:02 Where do money beliefs come from?4:13 Climate Week NYC is coming4:43 What are carbon offsets?5:27 Few flyers buy carbon offsets with plane tickets6:21 How would airlines handle carbon taxes?7:22 An airline stock that looks cheap today8:34 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 IntonCPI Report Defies Hopes of Easing Inflation, for Now by Lauren Solberg and Preston CaldwellWhy We Expect Inflation to Fall in 2023 by Preston CaldwellWhat Is Financial Psychology? By Sarah NewcombFollow us on social media.Ivanna Hampton on Twitter: @ivannahampton Facebook: https://www.facebook.com/MorningstarInc/ Twitter: https://twitter.com/MorningstarInc Instagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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 Introduction0:45 Morningstar headlines3:37 Apple keeps iPhone 14 prices the same as last year’s model7:00 Should investors buy Apple stock?8:07 Stock picks within the tech industry 10:11 Good reasons to overhaul a portfolio Companies mentioned in this episode.  Starbucks (SBUX); Broadcom (AVGO); VMware (VMW); Apple (AAPL); Advanced Micro Devices (AMD); NVIDIA (NVDA); and ASML Holding (ASML) Read about topics from this episode.  Why There is Good News for Investors in the Jobs Report by Lauren Solberg and Preston Caldwell Starbucks Names Outsider Laxman Narasimhan as New CEO by Sean Dunlop Broadcom’s Rosy Q4 Outlook Bucks Recent Cautious Commentary From Peers; Stock Undervalued by Abhinav Davuluri Apple’s Modest iPhone 14 Upgrades Seen Leading to Modest iPhone Growth in Fiscal 2023 by Abhinav Davuluri Nvidia Near-Term Headwinds Don’t Discourage Positive Long-Term Outlook by Abhinav Davuluri Follow us on social media. Ivanna Hampton on Twitter: @ivannahamptonFacebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: 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.

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 Introduction0:35 Morningstar headlines4:18 Earnings season’s key takeaways6:26 Reaction to Fed Chair Jerome Powell’s inflation speech in Jackson Hole, Wyoming9:50 Stock picks among lithium producers, specialty chemical makers, auto parts manufacturers, and cybersecurity companies 13:24 3 high-quality stocks investors should consider Companies mentioned in this episode.  Gap (GPS); VMware (VMW); Lithium Americas (LAC); Albemarle (ALB); Livent (LTHM);DuPont de Nemours (DD); Eastman Chemical (EMN); BorgWarner (BWA); Okta (OKTA); Fortinet (FTNT); Zscaler (ZS); Equifax (EFX); Salesforce (CRM); and Zimmer Biomet (ZBH)  Read about topics from this episode. Why Buying the Dips Could Hurt Your Portfolio in a Bear Market by Sandy Ward Strong U.S. Dollar a Headwind to Earnings Growth by Dave Sekera Top Stock Picks Among Lithium Producers by Seth Goldstein 5 Undervalued Cybersecurity Stocks by Dave Sekera Why We Expect the Fed to Cut Interest Rates in 2023 by Preston Caldwell  Follow us on social media.Dave Sekera on Twitter: @MstarMarketsIvanna Hampton on Twitter: @ivannahamptonFacebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: 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.