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

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/

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 

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/

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

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/

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

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/

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

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/

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

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/

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/

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/

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/ 

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/

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/

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/

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/ 

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/

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/

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/

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/

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/

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/ 

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/

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/ 

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/

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/ 

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/

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/ 

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/

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/

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/ 

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/ 

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/ 

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/

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/

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/ 

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/

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/

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/

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/  

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/ 

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/

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/

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/ 

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/ 

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/

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/ 

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/ 

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/ 

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/

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

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/ 

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/ 

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/

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/ 

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/

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/

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/

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/

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/ 

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/

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]

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/

: 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/   

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/

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/ 

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/

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.

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.

In today’s episode, Manan Agarwal, quantitative analyst for Morningstar Research Services, explains why cryptocurrencies aren’t hedges against stocks or inflation.

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/

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/  

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/  

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/

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/ 

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/

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/  

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/ 

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/ 

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/ 

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/ 

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/  

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/   

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 

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/    

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/    

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/   

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/ 

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/ 

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/ 

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/  

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/  

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/

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/ 

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/

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/

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/

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/ 

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/ 

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/

 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/

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 [email protected].   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/ 

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/ 

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/ 

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/ 

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/ 

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 [email protected].    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/

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 [email protected]. 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/ 

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 [email protected].    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?

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 [email protected]: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/

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 [email protected].  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/

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 [email protected]: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/ 

In this week’s podcast, Dave Sekera shares the top stock picks for the third quarter, Russ Kinnel finds a place to hide from interest-rate risk, and Christine Benz covers some strategies for a bear market. 

In this week’s podcast, Dave Sekera and Susan Dziubinski discuss stock sectors to skip, Susan Dziubinski shares her thoughts on undervalued stocks, Christine Benz talks estate planning, and David Harrell shares his insights on dividend stocks.

In this week’s podcast, Dave Sekera and David Harrell discuss midyear dividend stock picks, Russ Kinnel reveals 3 good funds having a great year, and Carole Hodorowicz and Katherine Lynch talk about how to prepare for a recession.

In this week’s podcast, Dave Sekera and Susan Dziubinski talk about where to invest your money in 2022, Dan Sotiroff shares his thoughts on great international ETFs having a tough year, and Christine Benz and Susan Dziubinski discuss retirement in a bear market.

In this week’s podcast, Dave Sekera discusses 9 cheap defensive stocks, Christine Benz and Susan Dziubinski talk 401(k) statement surprises, and Susan Dziubinski tells you what 2 stocks to watch in July.

This week, we’re going to dive into Part Two of Your 2022 Midyear Portfolio Checkup. Please check out part one if you missed the previous episode. Today, Morningstar’s director of personal finance Christine Benz explains how to recession-proof your portfolio, guard it against inflation, and use tax strategies during a bear market. 

This week, Morningstar’s director of personal finance Christine Benz talks about market volatility, the importance of portfolio strategy, and how rising interest rates affect investments. 

In this week’s podcast, Amy Arnott and Susan Dziubinski tell you what you need to know before hiring a robo-advisor, and Keith Reid-Cleveland shares five questions you should ask a financial advisor.

In this week’s podcast, Amy Arnott discusses how new retirees can make sure they don’t outlive their assets, Susan Dziubinski shares her picks for stocks during market volatility, and Madeline Hume talks cryptocurrency myths.

In this week’s podcast, Susan Dziubinski and Dave Sekera discuss investing in a bear market, Christine Benz breaks down RMDs, and Russ Kinnel talks funds that got burned in 2022.

In this week’s podcast, Christine Benz addresses concerns about rising yields for retirement portfolios, Russ Kinnel shares his recommendations for some of the best fund picks out there, and David Harrell discusses dividend REITs with Kevin Brown. 

In this week’s podcast, David Harrell and Dan Lefkovitz discuss dividend growth stocks.  Christine Benz gives you a retirement policy to-do list. Patricia Oey and Susan Dziubinski talk 529 plans. Carole Hodorowicz and Katherine Lynch break down rising interest rates.

In this week’s podcast, Madeline Hume and Susan Dziubinski tell you what you need to know before investing in crypto, Patricia Oey and Susan Dziubinski bust some 529 plan myths ahead of “529 College Savings Day,” and Carole Hodorowicz shares six tips for college graduates.

Morningstar CEO Kunal Kapoor highlights the tools available to the next generation of investors in his keynote address for the 2022 Morningstar Investment Conference.

In this week’s podcast, we are featuring guests of the 2022 Morningstar Investment Conference. Mary Ellen Stanek, Joel Fried, and Al Mordecai, winners of Morningstar’s 2022 Investing Excellence Awards, share their investing insights.David Blanchett and Christine Benz talk about retirement income. Sonya Dreizler and Phuong Luong dive into the wealth divide. Sarah Bush and Jenny Johnson discuss the future of Franklin Templeton.

In this week’s podcast, Ben Johnson shares his insights into core ETFs, Carole Hodorowicz and Katherine Lynch tell you about supply chain shortages, Christine Benz and Susan Dziubinski discuss recession-proofing your portfolio, and David Harrell and Kevin Brown talk REITs.

In this week’s special episode, David Harrell from Morningstar Investment Management and Kevin Brown from Morningstar Research Services do a deep dive into the top three companies on Morningstar's REIT coverage list.

In this week’s special episode, Gregg Warren from Morningstar Research Services and Susan Dziubinski from Morningstar, Inc. tell us everything we need to know about Warren Buffett and Berkshire Hathaway.

In this week’s episode, David Harrell and Travis Miller talk utilities stocks, dividends, and interest rates. Plus, Christine Benz and Susan Dziubinski talk all things bond funds, required minimum distributions, and buckets. 

In this week’s episode, Susan Dziubinski talks with the authors of Morningstar's 2022 Diversification Landscape Report: Christine Benz, Amy Arnott, and Emory Zink.

In this week’s podcast, Susan Dziubinski talks top stocks from winning managers, David Harrell and Travis Miller talk utility stocks, Christine Benz and Susan Dziubinski give you your April financial to-do list, and Carole Hodorowicz and Katherine Lynch discuss inflation’s effect on our paychecks.

In this week’s podcast, Susan Dziubinski and Megan Pacholok discuss risk in American’s target-date funds, David Harrell and Travis Miller talk utility stocks, Christine Benz and Susan Dziubinski share their insights into rising interest rates and retirement planning, and Dave Sekera discusses what rising interest rates mean for stocks and bonds.

In this week’s podcast, Susan Dziubinski and Megan Pacholok discuss risk in target-date funds, Christine Benz speaks with tax expert Ed Slott about qualified charitable distributions, Ed Slott tells you why you should review your estate plan, and Jake VanKersen compares Disney and Netflix stock.

In this week’s podcast, tax expert Ed Slott joins Morningstar’s Christine Benz to prepare us for the upcoming tax season. Together, they discuss required minimum distributions, backdoor IRA dos and don’ts, and tax traps to avoid.

In this week’s podcast, Ben Johnson and Susan Dziubinski discuss bond ETFs, Megan Pacholok talks target-date funds for an IRA, Christine Benz shares her tips for earning more on safe money, and lastly David Harrell and Dave Meats discuss industries and their sensitivity to commodity prices.

In this week’s podcast, Christine Benz and Susan Dziubinski discuss your financial to-do list for March and how you can derisk your portfolio, then, Ben Johnson and Susan Dziubinski talk low-volatility funds; and finally, Russel Kinnel fills us in on the top 3 funds losing their managers. 

In this week’s podcast, Christine Benz discusses how much you should have in cash and then shares her tips for stock exposure; then, Russ Kinnel and Susan Dziubinski talk wide-moat funds; and finally, Dan Kemp fills us in on the crisis between Russia and Ukraine. 

In this week’s podcast, Christine Benz discusses expectations for stocks and bonds and then shares her insights on your portfolio plan; then, Susan Dziubinski and Christine Benz talk about handling the volatile market; and finally, Keith Reid-Cleveland tells you what questions you need to ask a financial advisor.

In this week’s podcast, Nicholas Goralka and Susan Dziubinski discuss international stock funds, Christine Benz shares her tips for IRA contributions, Russ Kinnel discusses 3 funds for an IRA, and Dave Sekera shares his insights into dividend stocks.

In this week’s podcast, Nicholas Goralka and Susan Dziubinski discuss newly rated funds from Morningstar’s analysts, Ben Johnson discusses ETFs for your IRA, Christine Benz shares her February financial to-do list, and David Harrell and Dave Sekera share their insights into dividend stocks.

In this week’s podcast, Russ Kinnel and Susan Dziubinski share insights on funds in 2022, Ben Johnson discusses ETFs to protect your portfolio, Sachin Nagarajan shares his tips for investing in tech stocks, and Leslie Norton sits down with Michael Jantzi, founder of Sustainalytics, to talk about sustainable investing.

In this week’s podcast, David Harrell and Dave Sekera share insights on dividend stocks in 2022, Amy Arnott and Susan Dziubinski give us tips for retirement savings, Christine Benz tells us how to set a retirement withdrawal rate and then discusses what kinds of retirement portfolios can withstand volatility.

In this week’s podcast, Christine Benz and Susan Dziubinski tell us what issues retirees face in 2022, Carole Hodorowicz shows us how to improve your credit score, Amy Arnott shares her rebalancing tips, and Kris Inton discusses cannabis stocks.

In this week’s podcast, Christine Benz and Susan Dziubinski tell us how to tackle important financial tasks in 2022, Ben Johnson shares his insights on ETF trends from 2021, Russ Kinnel reflects on the year in funds, and Jason Kephart looks at whether the 60/40 portfolio held up in 2021.

In this week’s podcast, Alec Lucas discuss Vanguard in 2021, Amy Arnott fills us in on the latest diversification strategies for 2022, Christine Benz shares her tips for new retirees, and Robby Greengold shares his thoughts on Fidelity’s run in 2021.

In this week’s podcast, Adam Millson from Morningstar Research Services joins Susan Dziubinski from Morningstar Inc to provide tips for finding the best 529 plan, a roundup of the top 3 plans in Morningstar’s coverage, and a list of plans to avoid.

In this week’s podcast, Kristoffer Inton shares his take on cryptocurrency, Onramp Invest CEO Tyrone Ross gives advisors tips for their crypto curious clients, and Ben Johnson fills us in on new crypto ETF strategies.

In this week’s podcast, we explore two approaches to sustainable investing, Jackie Cook urges investors to make a positive impact with their portfolios, and Hortense Bioy shows us what to look for in an investment’s sustainability claims.

In this week’s podcast, Susan Dziubinski and Jason Kephart discuss collective investment trusts, Adam Millson fills us in on the latest 529 plan ratings, and Christine Benz shares her tips for RMD season as well as her takeaways from portfolio makeover week.

In this week’s podcast, Alyssa Stankiewicz and Hortense Bioy discuss the best approaches to ESG investing, Amy Arnott fills us in on why investors earn less than the funds they invest in, Russ Kinnel predicts what to expect for capital gains payouts in 2021, and Christine Benz has your November financial to-do list.

In this week’s podcast, Ben Johnson unpacks what tax changes could be in store for ETF investors, Jason Kephart fills us in on why asset managers are teaming up, Russ Kinnel discusses well-regarded funds having a tough year, and Tim Steffen has some year-end tax planning tips for us. 

In this week’s podcast, Ben Johnson fills us in on the future of bitcoin ETFs, Elizabeth Foos investigates the key drivers behind interest in muni-bonds, Tim Steffen prepares investors for upcoming tax changes, and Megan Pacholok tells us everything we need to know about health savings accounts.

In this week’s podcast, Russ Kinnel tells us the top funds investors are buying, Dave Sekera tells us what opportunities await in the fourth quarter, Christine Benz shares the secret to financial success, and we add some financial tasks to your October to-do list. 

In this week’s podcast, we feature Rob Arnott and Cathie Wood’s debate from the Morningstar Investment conference, Russ Kinnel explains the new ratings for a trio of Vanguard funds, David Harrell shows us how to effectively use payout ratios, and Christine Benz gives tips for retiring early.

Attendees, leaders, and experts joined online and in-person for the Morningstar Investment Conference last week. This year’s annual conference included insights from our CEO Kunal Kapoor about how one size fits all portfolios are coming to an end. Some of the top fund managers in the industry also shared their perspectives and investment philosophies. Catch up on the discussions and more in this week’s podcast. To access all the sessions from the 2021 Morningstar Investment Conference, use code “INVESTORMIC2021” to save $150 off registration.

Seth Goldstein on Twitter @SethGMStar1 Companies mentioned in this episode:Tesla (TSLA); Sociedad Quimica y Minera de Chile (SQM); NXP Semiconductors (NXPI); and BorgWarner (BWA) Articles:5 Automakers Best Positioned for the FutureSteer Clear of Electric Vehicle Startups?Raising Tesla's FVE on Improved Outlook for AV SoftwareNHTSA Opens Investigation into Tesla Autopilot SoftwareWhat Biden’s Executive Order Means for EVs

In this week’s podcast, Dave Sekera examines the current market environment by sector, Alec Lucas takes a closer look at the world's largest retail fund family, Ben Johnson explores dividend durability and ETFs, and Megan Pacholok shares a new way to look at funds.

How will the possible tax changes and the Secure Act affect retirees and their beneficiaries? What is the best way to supersize your Roth IRA? Are qualified charitable distributions worth it?In this week’s podcast, tax- and retirement-planning expert Ed Slott joins Christine Benz from Morningstar, Inc to answer all these questions and more. 

In this week’s podcast, Russ Kinnel shines a light on three struggling Gold-rated funds, Ed Slott tells us the new rules about inherited Roth IRAs, Christine Benz assigns us an important to-do for September, and Ben Johnson explains what’s been going on with ARK Innovation ETF.

In this week’s podcast, Ed Slott talks about qualified charitable distributions, Christine Benz helps investors play catch-up with their savings, and we highlight the latest additions to the Morningstar Prospects list.

In this week’s podcast, Ed Slott shows us how to supersize a Roth IRA, we highlight two new funds under our coverage, we take a closer look at the streaming landscape, and Andrew Willis puts the spotlight on an undervalued brewer.

In this week’s podcast, Ben Johnson talks about the future of direct indexing, Christine Benz shares valuable tips for pre-retirees, David Harrell shows us how to find a stable dividend, and Ed Slott prepares investors for possible tax changes.

In this week’s podcast, Russ Kinnel finds options for inflation protection, Christine Benz assigns us some tasks for the last days of summer, Kris Inton discusses the budding cannabis industry, and Ben Johnson explains how a fund’s rebalance affects returns.

In this week’s podcast, Christine Benz tells retirees why they should start strategizing about their RMDs now, Russ Kinnel shares some names on his Fantastic Funds list, and Jason Kephart takes a closer look at target-date funds from Vanguard, Fidelity, and T. Rowe Price.

In this week’s podcast, we’re pleased to present, “Closing the Gap: Building Black Dollars.” Financial professionals Brian Thompson and Rachel J. Robasciotti joined Morningstar associate editor Keith Reid-Cleveland and behavioral researcher Michael F. Thompson for a live discussion about closing the racial wealth gap. Learn about the unique challenges Black investors experience, listen to insights from our panelists, and explore resources on how to build wealth at any age.

Dave Sekera on Twitter @MstarMarkets Companies mentioned in this episode:Caterpillar (CAT); Deere (DE); US Concrete (USCR); 3M (MMM); Emerson (EMR); Honeywell (HON); Hubbell (HUBB); Fluor (FLR), Volkswagen (VWAPY); BMW (BMWYY); Ford (F); General Motors (GM); Tesla (TSLA); Sociedad Quimica Y Minera De Chile (SQM); Livent (LTHM); BorgWarner (BWA); DuPont (DD); American Electric Power (AEP); and Edison International (EIX) Articles:Which Stocks Benefit From Biden’s Infrastructure Plan?5 Industries That Stand to Gain From Biden’s Jobs PlanThe Winners of the New Definition of InfrastructureAll Signs Still Point to an Increase in the Corporate Business TaxTop Earners, Businesses Likely to See Tax Increases

We are at the halfway point of 2021. In this week’s podcast, we feature our analysts’ takes on the year so far. Find out how ETFs and funds have been performing, get some ideas for dividends, and learn some tips on how to perform an effective midyear portfolio checkup.

In this week’s podcast, Christine Benz gives us some financial tasks for July, we highlight three stocks that should be on your watchlist, Dan Kemp tells investors what to consider before buying crypto, and Christine Benz shows retirees how to see if their plans are tough enough to withstand inflation. 

In this week’s podcast, Christine Benz tells us how to build a hands-off portfolio, our Ultimate Stock-Pickers share their favorite stocks, two IPOs catch the attention of our analysts, and Ben Johnson explains what it means when passive funds change their target indices.

In this week’s podcast, we reveal our Ultimate Stock-Pickers top pick, Russ Kinnel lists some funds that are sustainable for both your portfolio and the environment, Christine Benz discusses investment vehicles for heavy savers with extra funds, and Amy Arnott looks at diversifying equity holdings by factor.

In this week’s podcast, Christine Benz encourages investors to prioritize creating policy statements this month, Russ Kinnel uncovers which funds investors are selling in 2021, Christine Benz shows retirees how to assess their portfolios, and Ben Johnson tells us everything we need to know about thematic funds.

In this bonus episode of “Investing Insights,” we hear from three Morningstar equity analysts who cover airlines, cruise lines, and Airbnb. Welcome to “Market X-Ray," our new podcast that looks at investment opportunities and risks that go beyond the market headlines. Want to hear more? Let us know at [email protected]. Companies mentioned in this episode:Southwest (LUV); Delta (DAL); Royal Caribbean (RCL); Carnival (CCL); Norwegian (NCLH); Airbnb (ABNB); Booking (BKNG); Expedia (EXPE); Polaris (PII); Malibu Boats Inc. (MBUU); Sabre (SABR); Hilton (HLT); and Marriott (MAR).

Our analysts will discuss some of this year’s most popular stocks and evaluate them using Morningstar’s lens. You’ll learn why these stocks may be speculative or overvalued, and those we consider a value worth the investment.

In this week’s podcast, Morningstar CEO Kunal Kapoor discusses how individuals are making investing personal, Amy Arnott fills us in on different investment styles, Jonathan Guyton from Cornerstone Wealth Advisors tells us how inflation could affect our financial plans, and Christine Benz offers a gift idea for college graduates.

In this week’s podcast, David Blanchett explains the importance of flexibility concerning retirement withdrawal rates, Christine Benz talks about how a Biden tax proposal could change how investment gains are taxed for some, Russ Kinnel discusses how some funds in Morningstar’s new world large-stock value category have benefitted from a recent change, and we share a high-quality company in the world of powersports that’s considered a bargain.

In this week’s podcast, Christine Benz tells us how to take care of our finances in May, Michelle Singletary shares her experiences with helping family members financially, Russ Kinnel talks about cryptocurrency’s role in fund portfolios today, and Morningstar CEO Kunal Kapoor highlights recent trends among investors.

In this week’s podcast, David Blanchett shares advice for retirees in today’s low-yield environment, Amy  Arnott and Christine Benz discuss their research on portfolio diversification, Christine Benz talks strategy about withdrawing money from retirement funds, and Gregg Warren talks about Berkshire Hathaway’s valuation.

In this week’s podcast, David Blanchett helps retirees prepare their portfolios for inflation, Christine Benz walks us through the ins and outs of building a sustainable portfolio, Jason Kephart fills us in on a relatively new area of research, and Ben Johnson shares his findings from the semiannual Active/Passive Barometer report.

In this week’s podcast, we share two dividend stocks our top managers like, we name two wide-moat stocks that are worth buying when the price is right, Kristoffer Inton discusses the pros and cons of ESG investing, and we look back on the shortest market crash in history.

In this week’s podcast, we highlight 3 wide-moat dividend stocks our top managers like, Russ Kinnel shares Morningstar's favorite ESG funds, Damien Conover covers the healthcare sector’s strong performance, and David Meats fills us in on how energy outshined other sectors.

In this week’s podcast, Russ Kinnel tells us if he thinks value strategies will keep their momentum, Megan Pacholok fills us in on a strategy gaining popularity, Ed Slott discusses charitable contributions and tax returns, and Christine Benz shares her to-do list for April.

In this week’s podcast, Ed Slott discusses how the end of the stretch IRA will affect taxes and retirement planning, Christine Benz tells us why inflation should always be on our radars, Jason Kephart talks about the 2021 Target-Date Landscape report, and Christine Benz braces investors for a bubble.

In this week’s podcast, Ed Slott fills us in on possible tax changes to expect with the Biden Administration, we name 3 standouts in a shifting industry, Christine Benz discusses the impacts of rising bond yields, and Keith Reid-Cleveland explains different retirement plan options.

In this week’s podcast, we share our Ultimate Stock-Pickers favorite new-money buy, we shine a light on two undervalued stocks, Russ Kinnel discusses high-profile fund manager changes, and Ed Slott tells us what should be on our radars for tax season.

In this week’s podcast, Kristoffer Inton fills us in on everything we need to know about cryptocurrency, Alex Morozov highlights stocks set to recover after the pandemic, we share what the top money managers invested in last quarter, and Christine Benz encourages investors to make IRA and HSA contributions.

In this week’s podcast, Ben Johnson looks back on the market crash through the ETF lens, we highlight two active ETFs we like, Jason Kephart shares a hands-off solution for retirement savers, and Christine Benz suggests a vehicle to give investors a tax advantage.

In this week’s podcast, Christine Benz commemorates the one-year anniversary of the 2020 bear market, we add three new stocks to our coverage, Ben Johnson suggests two dividend ETF picks, and Margaret Giles shows us how to create a budget.

In this week’s podcast, Dave Sekera highlights pandemic-related trends, we find opportunities in a promising market, Christine Benz reminds us of an important deadline coming up, and we find a telecom stock that stands out amongst its peers.

In this week’s podcast, Christine Benz gives us financial tasks for February, Preston Caldwell forecasts the pandemic's long-run impact, we highlight a sector with little risk of dividend cuts, and Russ Kinnel screens the 10 highest-yielding funds in the Morningstar 500.

In this week’s podcast, we find opportunities in a lagging sector, Russ Kinnel offers ideas for an IRA, Ben Johnson unpacks a trend between mutual funds and ETFs, Andrew Willis shines a light on a virtual healthcare company, and Kristoffer Inton discusses uranium prices.

In this week’s podcast, we find opportunities in the second-worst-performing sector of 2020, Christine Benz shares tips for revisiting withdrawals as retirement goes on, Ben Johnson finds ETF picks in unpopular categories, and Christine Benz explains how to find the right amount of stock exposure in retirement.  

In this week’s podcast, Dan Lefkovitz sees a brighter outlook for dividends this year, Mike Hodel finds dividend opportunities for 2021, Christine Benz helps investors to assess their financial goals, Russ Kinnel lists the pros and cons of various investment vehicles, and Christine Benz shares her financial to-do calendar.

In this week’s podcast, Russ Kinnel highlights 2020’s highs and lows for funds, Ben Johnson shares the top ETF stories for 2020, Maria Bruno tells retirees what to look out for in 2021, Dan Kemp predicts investment themes for the new year, and Christine Benz outlines the pros and cons of investing apps.

In this week’s podcast, we look at three highly-rated funds that are struggling, we highlight three Morningstar Medalist funds that are thriving, Ed Slott discusses the tax implications on charitable giving, Tim Steffen suggests strategies for year-end taxes, and Christine Benz breaks down the new math on emergency funds.

In this week’s podcast, Ben Johnson gives his take on Tesla joining the S&P 500, Ed Slott provides strategies for a no-RMD year, our analysts highlight three high-quality stocks, Ed Slott discusses taxes in 2021 and beyond, and Christine Benz shares tips for people who might temporarily be in a lower tax bracket.

In this week’s podcast, we reveal what stock was the high-conviction purchase for five of our favorite managers, Ben Johnson discusses the tax efficiency of ETFs, Christine Benz encourages investors to consider direct giving, Tim Steffen shares tax strategies for retirees, and Tom Whitelaw shows investors how to assess liquidity.

In this week’s podcast, Tim Steffen from Pimco shares year-end tax planning ideas, Christine Benz emphasizes the importance of emergency funds, Russ Kinnel finds a light at the end of the tunnel, David Swartz picks two bargains in the retail industry, and Michael Jantzi uncovers how investors are embracing sustainable investing.

Published in May 2020, the latest book from Stuart Lucas, “The Taxable Investor’s Manifesto” covers a wealth of his experience and advice to individual investors planning for long term success.  Stuart runs a multi-family office and has decades of investing, teaching, and authoring experience. Editor in Chief Nicolas Owens interviewed Stuart about the key takeaways in the book.  You can also listen to the bulk of their conversation in this bonus episode of the Investing Insights podcast. BioHow to read “The Taxable Investor's Manifesto: Wealth Management Strategies to Last a Lifetime”Other books from the author

In this week’s podcast, Alex Bryan highlights ETFs with high yields and high risks, our analysts share two stocks they are excited about, Christine Benz offers advice for open enrollment during the pandemic, Russ Kinnel provides fund ideas for foreign stocks, and Alyssa Stankiewicz discusses Morningstar's new ESG Commitment Level.

In this week’s podcast, we highlight three Morningstar medalist funds struggling this year, Christine Benz shares takeaways from portfolio makeover week and interviews one of her portfolio makeover subjects, Leo Acheson encourages investors to use HSAs as investment accounts, and Alex Bryan shows investors where they can find yield.

In this week’s podcast, Ben Johnson suggests coping strategies for market turbulence, Ian Tam encourages investors to avoid adjusting their portfolios in anticipation of the election outcome, we highlight three highly-rated Morningstar Medalist funds, Russ Kinnel explains fund upgrades and downgrades, and we share what we think Tesla is worth.

In this week’s podcast, Russ Kinnel explains the connection between manager ownership and fund performance, Ben Johnson highlights the subjectivity of indexes, T. Rowe Price's Jerome Clark is recognized for pioneering the target-date structure, and Joachim Kotze discusses the outlook for Rolls-Royce.

In this week’s podcast, we share three travel names we like, we highlight an undervalued energy stock, Pimco’s Mohit Mittal discusses how the coronavirus has impacted his team and the market, and we break down the basics and benefits of 529 college savings plans.

In this week’s podcast, Damien Conover examines how the healthcare sector has handled pandemic pressures, Kevin Brown names two REITs with high dividend payouts, Ben Johnson gives investors tips on index concentration, Brian Colello shares what we can expect from the technology sector, and Dave Meats addresses the massive impacts coronavirus has had on the energy sector. 

In this week’s podcast, Alex Bryan explores the growing landscape of ESG ETFs, Russ Kinnel prepares investors for what they can expect from mutual fund capital gains this year, Aron Szapiro explains how election results can impact policy, and Erin Lash shares opportunities for investors in the consumer defensive sector.

In this week’s podcast, we reveal four dividend-paying stocks our top managers own, Christine Benz reminds investors of the keys to financial success, Russ Kinnel compares the asset growth of stock funds and bond funds, Christine Benz suggests a tax-advantaged tool for retirement planning, and financial advisor Cathy Curtis shares her approach to the planning needs unique to women. 

In this week’s podcast, we are excited to present “Where to Turn When the Political Climate Heats Up,” a discussion with Amy Walter, the National Editor of The Cook Political Report, and Aron Szapiro, our director of policy research. In this discussion from the Morningstar Investment Conference, Walter shares her insights about the political climate and where the race for the president and Congress stand.  Visit go.morningstar.com/MIC to register today for the Morningstar Investment Conference and hear more great insights. 

In this week’s podcast, we share what industrial stocks our Ultimate Stock Pickers bought, David Blanchett addresses what today's low bond yields mean for retirement planning, Russ Kinnel breaks down the criteria for Medalist ratings, and Christine Benz encourages investors to resist the urge to change their portfolios around the election.

In this week’s podcast, Alex Bryan tells investors how to bolster their portfolios when the dollar declines, David Blanchett explains how investors can estimate the length of their retirements, we shine a light on two overlooked stocks, and we share the wide-moat name that three of our favorite managers invested in.

In this week’s podcast, Christine Benz discusses how inflation could affect investors of all ages, Chelsey Tam highlights stocks in China’s technology sector, and Ben Johnson sheds a light on how actively managed funds have been performing.

In this week’s podcast, Dan Lefkovitz finds opportunities for equity-income investors, Christine Benz helps young investors avoid pitfalls, Amy Arnott shares trends in U.S. investor returns, and Russ Kinnel uncovers tips for navigating bear markets.

In this week’s podcast, we share two names we removed from our list of high-conviction picks in August, Christine Benz discusses the weakness in the U.S. dollar today, Christine Benz addresses retirement during a pandemic, and our analysts list three highly rated international funds for your portfolio.

In this week’s podcast, we share which utility stock we added to our list of high-conviction picks for August, Russ Kinnel uncovers which funds had the biggest outflows, Christine Benz discusses early retirement during a pandemic, Maria Bruno explores where people can find extra cash, and Russ Kinnel shares the top funds for income seekers.

In this week’s podcast, we highlight four utilities that have strong growth prospects, Maria Bruno talks about RMDs, Christine Benz discusses the fate of the 60/40 portfolio, Alex Bryan shows investors how to keep up with momentum investing, and we share four stocks we expect will struggle to increase their dividends.

In this week’s podcast, we discuss three stocks our analysts have removed from their list of high-conviction picks,we explain why these undervalued utilities offer investors opportunity for capital appreciation and yield, Christine Benz explores which bonds are the right fit for retirees today,and Alex Bryan addresses the role treasuries should play in a portfolio even when yields are low.

In this week’s podcast, Christine Benz uncovers the places income-seekers should search, Mark Miller discusses the pandemic’s impact on Social Security and Medicare, our analysts share 3 bond fund picks, Ben Johnson maps out the growing strategic-beta fund landscape, and Christine Benz encourages retirees to be flexible with their spending plans.

In this week’s podcast, Mark Miller encourages people to explore their options before filing for social security, Christine Benz explores strategies to upgrade your portfolio during a recession, we share two stocks our analysts have their eyes on, and our analysts comment on Amazon’s big presence in the market.

In this week’s podcast, Russ Kinnel discusses large-growth funds, Dan Sotiroff answers questions about the performance of foreign stock funds, Damien Conover shares his outlook for the healthcare sector, Dave Meats covers how energy stocks performed in the second quarter, Erin Lash finds opportunities in the consumer defensive sector, and Brian Colello unpacks how the technology sector rallied in the second quarter.

In this week’s podcast, Christine Benz details what investors should have on their radar for mid-year portfolio reviews, Sarah Bush highlights three individuals awarded for Investing Excellence, Jackie Cook breaks down the basics and importance of proxy voting, Ben Johnson discusses how fund fees have contracted in recent years and Russ Kinnel shares his favorite foreign large value funds.

In this week’s podcast, Christine Benz provides tips for approaching asset allocation when the stock market is volatile, Travis Miller shares three utility names in promising positions, and Kevin Brown highlights two companies that are paying above average dividends.

In this week’s podcast, we are pleased to present “Coronavirus Insights: Economic Impact, Vaccine Update.” Preston Caldwell and Karen Andersen from Morningstar Research Services discuss the impacts COVID-19 will have on the economy and when we can expect a vaccine. 

In this week’s podcast, Russ Kinnel examines previous bear markets to figure out the best defense, Christine Benz shares the must-have documents for estate planning, Alec Lucas surveys the dividend landscape, Christine Benz offers advice for creating income when yields are low and provides a personal finance to-do list. 

In this week’s podcast, Russ Kinnel shares four highly-rated funds that have reopened for investors, Alex Bryan addresses the risks and rewards of value investing, Madeline Hume evaluates how the recent market crisis affects college savings, Christine Benz suggests strategies for retirees who rely on dividend stocks, and our data reveals that stocks are less attractive today than they were in March.

In this week’s podcast, Christine Benz examines the implications this market could have on retirees; Josh Aguilar points out a stock with a consistent, predictable dividend; Christine Benz shares 5 investing missteps investors might make while navigating volatile markets and reminds us what to consider while looking for the right asset allocation for our portfolios; and Vanguard’s Maria Bruno addresses the decisions young investors face.

In this week’s podcast, Damien Conover shares which drug manufacturers have the most secure dividends, Eric Jacobson discusses the winners and losers of the most recent bond fund sell-off, Rebecca Scheuneman tells us what we can expect from the food industry in the coming months. PIMCO’s Tim Steffen considers these factors surrounding IRA conversions, and Christine Benz discusses how retired investors can handle their RMDs this year.

In this week’s podcast, we’re pleased to present “Coping With the Financial Toll of COVID-19,” a replay of a YouTube Premiere event featuringChristine Benz, the director of personal finance for Morningstar, Inc.

In this week’s podcast, Eric Compton finds opportunities within bank dividends in today’s market, Alex Bryan offers ideas for a range of ETFs on the ESG spectrum, Christine Benz takes a second look at what experts predicted for long-term returns of stocks and bonds, Illinois State Treasurer Mike Frerichs shares how the treasury office helps investors, Gregg Warren shares his thoughts on how Berkshire will be affected by the pandemic, and Christine Benz discusses how a downturn is not a buying opportunity for every investor. 

In this week’s podcast, Dave Meats and Dave Sekera discuss oil prices, Russ Kinnel highlights what has suffered and what has persevered through recent volatility, Christine Benz shares personal finance tasks investors can do for their portfolio while the world is on pause, Russ Kinnel examines funds that held up better than others during recent market turbulence, and we offer guidance on how to navigate the current market crisis. 

In this week’s podcast, we share insights about three funds that have reopened, Mike Hodel examines the communications sector, Brian Bernard analyzes industrials, Christine Benz explains how bonds can still play a pivotal role in your portfolio, Tony Thomas shares surprises from the latest fund flows report, and tax and financial planning specialist Jeff Levine discusses how to improve our tax position.

In this week’s podcast, we’re pleased to present “How to Cope with Market Volatility,” a collection of content from Morningstar experts.

In this week’s podcast, Susan Dziubinski highlights three dividend growth funds, Alex Bryan reveals areas of the market that have performed worse than others during the economic downturn, Christine Benz offers ideas for forming and maintaining healthy investment habits, Damien Conover puts a spotlight on the most undervalued industry in the healthcare sector, Eric Jacobson explains why today’s market situation is different than it was in 2008, and IRA expert Ed Slott discusses converting from a traditional IRA to a Roth.

In this week’s podcast, Beth Foos highlights how the coronavirus has affected the municipal-bond market, Dan Lefkovitz discusses the sustainability of dividend-paying stocks, Mike Hodel gives an update on telecom stocks, Ben Johnson and Colin Plunkett breakdown the effects that electronic-only trading will have on the New York Stock Exchange and investors, Christine Benz explains how bucketing during times of turmoil can help investors both old and new, and lastly, Johannes Faul predicts that although the coronavirus fallout has hurt the markets, we can anticipate a strong, lasting comeback.

In this week’s podcast, we continue to cover movements in the market and how you should invest amid times of volatility. First, Daniel Needham discusses the importance of staying invested. Then, Karen Andersen and Preston Caldwell discuss the implications of the coronavirus for the economy and the market. Next, we highlight sectors that are the most undervalued. Then, Russ Kinnel highlights funds that saw improvement in ratings after leadership changes. Lastly, Christine Benz shares the exceptions to the rule of sitting still during market volatility.

In this week’s podcast, we continue to cover market volatility and coronavirus concerns with Ben Johnson exploring how ETFs might behave and affect the broader market. Then, equity analyst Kevin Brown provides insights into buying opportunities in hotel REITs. Next, how investors in Asia are reacting in the ETF space. Andrew Lill looks at our take on the market; and finally, where we see value in travel firms.

In this week’s podcast, market volatility continues to dominate the news; Christine Benz discusses how to turn a down market to your advantage, followed by Russ Kinnel’s fund picks that provide safety in times of uncertainty. Alex Bryan investigates how low-volatility funds are faring during market downturns; in this low interest rate environment, our equity analysts share two picks for stocks with burly dividends. Then, Mark Miller breaks down the differences between traditional Medicare and Medicare Advantage.

In this week’s podcast, as market volatility dominates the news, we discuss the persistence of turbulence and get some ideas from Christine Benz on what investors should do. It was Tax and IRA week on morningstar.com and we have a series of reports on fund picks and tips from Russ Kinnel, Christine Benz, Jeff Stafford, Karin Anderson.

In this week’s podcast, our analysts share three dividend growth stocks for your radar, Russ Kinnel highlights funds with exceptional People ratings, Julie Bhusal Sharma explains why we raised Intuit’s fair value estimate, Katie Reichart uncovers reasons for Oakmark’s success, and Damien Conover shares key takeaways from pharma earnings. 

In this week’s podcast, Christine Benz shares some investment ideas for your IRA, Damien Conover takes a look at valuation within the healthcare sector through an ESG lens, Dan Sotiroff discusses why international stocks have lagged behind the U.S. market, Connor Young highlights 11 up-and-coming or under-the-radar managers, and Kristoffer Inton unpacks why opportunities in gold are limited.

In this week’s podcast, analyst Kevin Brown highlights dividend opportunities in the real estate sector, Christine Benz discusses some steps to take to prepare for tax day, Russ Kinnel provides insight into recent fund upgrades and downgrades, Brian Colello reviews tech stocks’ valuation trends, Dan Lefkovitz compares the pros and cons of dividends versus buybacks, and Greggory Warren uncovers practices of successful asset managers and which players are best positioned for the next decade. 

In this week’s podcast, Michael Hodel highlights two new dividend opportunities for 2020, equity analyst Eric Compton provides insight on how the current economic cycle might affect banks, manager research analyst Linda Abu Mushrefova shows how investors can diversify with mid-cap funds, Karen Andersen explains how ESG issues impact Big Pharma and biotech companies, and Christine Benz with key takeaways from annual projections issued by several investment firms.

In this week’s podcast, our fund analysts share their foreign-stock favorites to increase your international-equity exposure, Christine Benz discusses her model retirement saver and bucket portfolios, director of passive strategies Alex Bryan on which parts of the market are more ideal for an active approach, equity analyst Dan Romanoff highlights why wide-moat Aspen is well positioned for an oil and gas rebound, and analyst Emory Zink recommends how to pick a short-term bond fund.  

In this week’s podcast, Russel Kinnel reviews changes in the mutual funds industry in 2019, Christine Benz provides a tidy way to tackle your financial to-do list over the year, Robby Greengold discusses Fidelity’s highs and lows in the past year, equity analyst Erin Lash shares why Kraft Heinz is worth considering, and our equity analysts examine the utilities, integrated oils, and midstream industries through the lens of ESG. 

In this week’s podcast, Christine Benz picks three bond-fund favorites for New Year’s rebalancing, Alec Lucas reviews Vanguard’s evolution in 2019, Charles Gross forecasts a favorable outlook for the housing market, Christine Benz highlights items that should be on investors’ radars in 2020, and Travis Miller sheds light on why renewable energy will be one of the biggest growth drivers in utilities sector.

In this week’s podcast, equity analyst Joe Gemino highlights Enbridge as a dividend opportunity, Christine Benz invites Vanguard's Maria Bruno to talk about strategies for young investors, equity analyst Zain Akbari analyzes which brick-and-mortars can contend with Amazon, Daniel Sotiroff shares insights on the evolution of foreign stock index funds, and Christine Benz discusses what SECURE Act means for retirement. 

In this week’s podcast, Christine Benz discusses her newest ESG model portfolios; Damien Conover on AbbVie’s dividend potential; Alex Bryan with TIPS ETFs to consider; our view on standout boutique Diamond Hill; and a look into our new factor profile tool.

In this week’s podcast; Russ Kinnel shares his favorite equity funds for retirement; analyst Philip Gorham highlights dividend opportunities in big tobacco; Christine Benz invites Vanguard’s head of ETF product management, Rich Powers, to discuss trends in bond index investing; Jon Hale breaks down the update to our sustainability rating methodology; Christine Benz explains how charitable giving can improve your portfolio; and analyst Julie Bhusal Sharma spell out how Accenture keeps it moat.

Welcome to the Investing Insights Podcast from Morningstar.com. We’re taking a brief holiday hiatus and will return to publishing on Friday, December 6th. In the meantime, listen to Morningstar’s flash briefing on your Alexa-enabled device. Six days a week we deliver the latest news for investors. Just say, “Alexa, enable the Morningstar skill,” or visit Morningstar.com/alexa. From everyone here at Morningstar, thanks for listening.

In this week’s podcast, Robby Greengold highlights three stand-out value funds, Michael Hodel shares dividend opportunities in telecom, Vanguard's Joel Dickson discusses spending enough in retirement, Charles Gross explains why Sherwin-Williams is overvalued, and Christine Benz shares lessons learned from portfolio makeover week. 

In this week’s podcast, equity analyst Eric Compton highlights bank dividends, Vanguard’sRich Powers discusses what drives fund flows into ETFs, equity analyst Scott Pope explains what makes United Rentals attractive, Jeff Holt provides guidance on choosing the right target-date fund, and analyst Eric Jacobson shares our favorite core plus bond fonds. 

In this week’s podcast, Vanguard's Maria Bruno offers some fourth-quarter portfolio strategies to prepare retirees for next year's tax season, Travis Miller discusses dividend opportunities in the utilities sector, Eric Jacobson breaks down high-yield municipal bonds, Alec Lucas explores dividend fund options offered by Vanguard, and Soo Romanoff sheds light on Teva’s valuation against the backdrop of the politically charged opioid epidemic.

In this week’s podcast, opportunities for dividend-focused investors in the integrated oil group; the many moving parts of Medicare; generating cash flows from your portfolio; our picks around electric vehicles; and Russ Kinnel's Favorite Balanced Funds.

In this week’s podcast, our analysts highlight three great value funds, equity analyst Charles Fishman talks energy, Alex Bryan shares three bond ETFs for a low yield environment, analyst Madeline Hume discusses results from our recent college saving plan ratings, and Alec Lucas picks three gold-rated large growth funds for your shopping cart.

In this week’s podcast, Brian Colello picks out three stand-out tech stocks for dividend seekers, Christine Benz discusses which types of bond funds make sense for most investors, Russ Kinnel points out factors to watch for with capital gains distributions, Neil Macker highlights opportunities in the fast-growing video game space, and Alex Bryan shares two winning low-volatility funds for volatile markets.

In this week’s podcast, Susan Dziubinski invites our manager research analysts to share three funds that favor wide-moat stocks, Christine Benz discusses what to think about when it comes to diversifying your bond portfolios, analyst Tony Thomas dissects Dodge & Cox’s recipe for success, analyst Anna Baran highlights an undervalued but high uncertainty stock, and Dave Sekera breaks down fixed-income market performance in the third quarter. 

In this week’s podcast, equity analyst David Swartz highlights three high-yield stocks with stable dividends in the consumer sector, Christine Benz invites Judith Ward from T. Rowe Price to discuss cash cushions, equity analyst Erin Lash picks a wide-moat stock from the packaged food aisle, Alec Lucas shares a few great picks from Vanguard’s large-cap offerings, and equity analyst John Barrett discusses why investors should wait before purchasing two noted payroll processors. 

In this week’s podcast, Ultimate Stock Pickers highlights three cheap dividend payers with moats, Christine Benz invites Judith Ward from T. Rowe Price to share highlights from new research on retirement preparedness, equity analyst Matthew Dolgin shares why CenturyLink is a bargain, Russ Kinnel picks his favorite short-term bond funds for investors looking to reduce risk, Jon Hale invites Karin Anderson to discuss new fixed income research on how asset managers are approaching sustainability.

In this week’s podcast, Russ Kinnel explains the reasons why we lower a fund’s analyst rating, equity analyst Damien Conover highlights two pharmaceutical stocks’ dividend opportunities, Christine Benz invites T. Rowe Price's Judith Ward to discuss how to plan for market downturns after retirement, analyst David Kathman picks five great real estate funds to diversify your portfolio, equity analyst Eric Compton shares why Wells Fargo might be worth another look, and Christine Benz provides insights on how retirees can better plan for taxes in the 4th-quarter.

In this week’s podcast, fund analysts Robby Greengold, Connor Young, and Nick Watson highlight three funds that are worse than they look, Christine Benz provides tips on simple, effective ways to de-risk a portfolio, equity analyst Seth Goldstein explains how to best play an expected agricultural recovery, senior fund analyst Alec Lucas discusses recently reopened Vanguard Dividend Growth, and Dan Wasiolek shares insights on why you should pick Wyndham Hotels Shares.

In this week’s podcast, Christine Benz shares valuable insights for retirees on traps to avoid in a turbulent market, Jake Strole comments on CVS’ new approaches to managing healthcare needs, Alex Bryan addresses possible risks indexing poses for the market, Krzysztof Smalec highlights a new wide-moat stock for your watchlist, Alec Lucas explains what makes American Funds’ equity lineup golden, and Dan Kemp explains whether bond yields can really predict recession.

In this week’s podcast, Andrew Bischof forecasts high dividend-growth potential for select utility stocks, Josh Charlson discusses great ways to use target-date strategies in your own portfolio, Gregg Wolper explains differences and similarities between investing in foreign versus US stock funds, Dan Sotiroff provides insight on foreign stocks’ tax treatment, Dan Kemp talks inverted bond yield curves and whether a recession is in the cards, and the Ultimate Stock-Pickers team provides stock picks in industrials, energy, and technology.

In this week’s podcast, special guest Rupal Bhansali of Ariel Investments offers her insight into current markets; Russ Kinnel shares key takeaways from his latest research on the costs of poor timing; Christine Benz discusses how to protect your portfolio from a stock-market sell-off; our analysts highlight three funds that are better than they look; Rajiv Bhatia discusses wide-moat financial stocks; and Eric Jacobson gives valuable tips for picking TIPS funds.

In this week’s podcast, Abhinav Davuluri sheds light on values in tech stocks, Christine Benz speaks with Ben Johnson on the tax efficiency of different fund types, special guest Mary Beth Franklin reviews Social Security options for spouses, Dan Sotiroff with picks for lower-risk foreign stock funds, Dave Meats finds attractive buying opportunities in upstream energy stocks, and Katie Reichart reviews the subtle differences between T. Rowe Price large-cap medalists.

In this week’s podcast, Zain Akbari with a dividend stock for your shopping list, Christine Benz talks with Kevin McDevitt about where fund investors are putting their dollars this year, special guest Mark Miller discusses whether working longer should be a part of your retirement plan, Alex Bryan on whether you should invest abroad, John Barrett with a new high-quality stock for your watchlist, and Matt Dolgin finds attractive ideas among data center stocks.

In this week’s podcast, our analysts share three of their favorite bold bond funds, special guest Tim Steffen from Baird provides financial tips for gig economy workers, Brett Horn on what M&A means for payment processors, Christine Benz and Brian Moriarty discusses whether floating-rate funds are a fit for your portfolio, Ben Johnson on the pitfalls of market-cap weighted indexing, and Kris Inton with Morningstar’s outlook on cannabis stocks.

We’re airing a special edition of the podcast this week. Morningstar Director of Personal Finance Christine Benz talks with Russ Kinnel, Director of Manager Research and editor of Morningstar Fund Investor, about some of his favorite funds across a variety of different investment categories.

In this week’s podcast, our analysts talk about three great funds having a lousy year; special guest Mary Beth Franklin discusses the clever Social Security strategy that’ll be phased out next year; Debbie Wang puts LabCorp under the microscope; Christine Benz talks with special guest Carolyn McClanahan about planning and paying for long-term care; Alex Bryan shares three off-the-beaten-path ETFs; and RJ Hottovy examines Amazon’s future beyond Prime Day.

In this week’s podcast, our analysts share three funds managed by great up-and-comers; guest Ed Slott covers divorce, taxes and retirement planning; Tom Lauricella discusses key considerations for today’s bond investor; Christine Benz explains how to create a hands-off portfolio in retirement; Erin Lash gives her take on Campbell’s new recipe for profitable growth; and guest Mark Miller talks about Medicare pitfalls.

In this week’s podcast, Josh Aguilar on whether 3M is a good stock for dividend seekers, Christine Benz discusses what’s missing from her streamlined 3-funds portfolios, Nick Watson with an attractive small-cap value fund, Russ Kinnel shares his three favorite actively managed world-stock funds, Matthew Dolgin offers a best idea in networking, and Alex Bryan with three diverse funds for yield seekers.

In this week's podcast, funds run by topnotch managers, an excellent deep value fund, and cheap oilfield services companies.

In this week’s podcast, Dan Wasiolek shares his favorite dividend-paying stocks in the travel and leisure industry, Christine Benz talks with Baird’s Tim Steffen about how to fix Social Security, Russ Kinnel with three of his favorite mid-cap funds, Dan Romanoff on why we like undervalued Guidewire, Dan Sotiroff on some solid broad foreign index funds from Fidelity, and Karen Andersen on what the elimination of rebates could mean for drug manufacturers.

In this week’s podcast, our analysts take a look at three great funds for your “mad money” account, retirement expert Ed Slott talks with Christine Benz about mistakes to avoid with Qualified Charitable Distributions, Seth Goldstein with an undervalued wide-moat stock, Russ Kinnel with three of his favorite actively managed large-cap funds, Madeline Hume recaps the findings in Morningstar’s latest 529 report, and Gregg Wolper takes a look at frontier funds.

In this special edition of the podcast, we’ll focus on what managers and practitioners had to say at the 2019 Morningstar Investment Conference. Three fixed-income experts share their expectations for the bond market, J.P. Morgan’s Anne Lester discusses the risks facing young retirees, T. Rowe Price manager David Giroux reveals where he’s finding opportunities today, Franklin Templeton’s Sonal Desai provides her economic outlook, and Blackrock’s Holly Framsted discusses the value factor.

This week on the podcast, we are celebrating Morningstar’s 35th Anniversary with a roundtable discussion between founder and executive chairman Joe Mansueto, Morningstar managing director Don Phillips, and Morningstar CEO Kunal Kapoor about Morningstar’s past, present and future. Stay tuned after the discussion for a brief video about what it means to us to empower investor success.

This week on the podcast, our analysts take a look at three funds that’ve been downgraded due to manager losses, Christine Benz discusses whether retirees need bonds, Abhinav Davuluri takes a look at earnings in the semiconductor industry, Ben Johnson discusses Morningstar’s latest research about fund fees, Dan Culloton talks about a promising international fund on our radar, and Gregg Warren discusses Berkshire Hathaway’s valuation.

On this week's podcast, low-volatility ETFs, a pick among California utilities, and funds for retirees.

This week on the podcast, Christine Benz shares three equity funds from her model portfolios for retirees, Damien Conover reveals what he expects from big pharma this earnings season, special guest Michael Kitces talks about the role likability plays when choosing an advisor, Sarah Bush explains why a well-liked bond fund was recently downgraded, Eric Compton discusses what bank earnings say about the health of the economy, and Russ Kinnel shares four of his favorite niche funds.

On this week's podcast, special guest Michael Kitces on sequence of return risk, a good world-allocation fund, and new retirement legislation.

This week on the podcast, Russ Kinnel discusses the dominant performance of growth strategies during the first quarter, Sarah Bush talks about the bond market’s performance so far this year, Ben Johnson recaps the first quarter in ETFs, Christine Benz on how to manage cash in retirement, Jake Strole with a high-quality yet undervalued insurer, and our analysts share 3 good funds having a great year.

This week on the podcast, Chris Higgins on Defense and aerospace dividend opportunities; a Gold-rated target-risk series from Vanguard; Dan Sotiroff on Passive Foreign-Stock Funds; Christine Benz on the tax benefits of health savings accounts; two funds to consider for non-US exposure; and Dave Whiston on auto sales this year.

This week on the podcast, Ali Mogharabi on what Lyft is worth, Christine Benz with fixed-income ETFs for retirees, Ariel’s John Rogers with two of his favorite mid-cap stocks, Brian Moriarty on the state of the high-yield bond market, Eric Compton with ratings changes in the bank sector, and Christine Benz with IRA contribution tips for later in life.

This week on the podcast, Christine Benz with tips for last-minute IRA contributions, Damien Conover with undervalued health-care stocks with secure dividends, Russ Kinnel with the recipe for finding “fantastic” funds, Erin Lash with high-quality and underpriced packaged goods stocks, Alfonzo Bruno with a strong inflation hedge from Vanguard, and Ariel’s John Rogers on the changing face of value investing.

This week on the podcast, our experts offer their mutual fund and ETF ideas for funding an IRA.

This week on the podcast, Christine Benz with 3 ideas for IRAs; Eric Compton sees an attractive dividend opportunity with Wells Fargo; Beth Foos on a Bronze-rated muni fund with a solid team; Erin Lash thinks Kraft Heinz is undervalued despite bad news; Alex Bryan with 4 ETFs for IRAs, and Jaime Katz on how the slowing housing market affects Home Depot and Lowe’s.

This week on the podcast, 3 new Morningstar Medalists; Christine Benz with 4 hidden benefits of Roth IRAs; A pending manager departure for T. Rowe Price High Yield; Allergan’s future looks promising; and Ben Johnson says index funds aren’t all passive

This week on the podcast, our analysts’ takes on Coca Cola and Cisco results; Christine Benz suggests three strategies for generating cash flow in retirement; Travis Miller highlights 3 utilities for income investors; Jon Hale talks about the growth of sustainable investing; Mark Cash gives his take on Dell stock; and Alex Bryan shares a low-cost ETF with a focus on strong businesses.

This week on the podcast, our analysts’ takes on Alphabet, GM, and Disney results; Christine Benz suggests three investment ideas for an IRA; Sarah Bush examines Bill Gross’ legacy; R. J. Hottovy takes a look at Starbucks; Ed Slott on obscure IRA rules; and Russ Kinnel gives his take on active funds during a downturn.

This week on the podcast, our stock news roundup with PG&E, Apple, Facebook, and Caterpillar; an upgrade for T. Rowe Price New Horizons; Greg Warren on wide-moat asset managers; dividends among tobacco firms; Russ Kinnel on Jack Bogle, and from our Portfolio Tuneup week, Christine Benz on streamlining your portfolio and setting your asset allocation.

This week on the podcast, our earnings roundup with Johnson & Johnson, Proctor & Gamble, Netflix, and IBM; Ed Slott on missed RMDs; what the government shutdown means for the debt ceiling; Russ Kinnel on investment themes for 2019; 3 gold-rated small-cap index funds to consider; and how to build a solid portfolio foundation.

On this week's episode, we put together a collection of clips from our interviews with Jack Bogle over the years.

This week on the podcast: Russ Kinnel on the year in funds; three newly reopened funds for the new year; Baird’s Tim Steffen on tax reporting missteps; a bank-loan fund pick; a well-positioned software firm; and bargain in the banking sector.

On this week's episode, we examine Apple’s revenue warning, Procter & Gamble’s progress, top dividend picks and how Fidelity and Vanguard fared over the last year.

On this week's episode, we look at Johnson & Johnson, beating the market, and bucket maintenance.

This week on the podcast: Ed Slott on RMD mistakes to avoid; evaluating fund laggards; why electricity demand is about to get a jolt; Gold-rated funds that are taking a beating; bond funds that should benefit from a flight to quality; and analyzing slowing home sales.

Our analysts discuss China, Exxon, fund winners and losers, and healthcare stocks on this week's episode.