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    Business

    Investing Insights – Morningstar

    A thoughtful look at investing opportunities and risks beyond the market headlines, plus personal finance and retirement tips, from Morningstar.

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    Copyright: © 2022 Morningstar, Inc.

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    Latest Episodes:
    A Better Way to Use Leverage in Your ETF Portfolio Nov 01, 2024

    Bryan Armour, director of passive strategies research for North America for Morningstar Research Services, talks about the best way for most retail investors to leverage and which leveraged ETFs look promising. Travis Miller, strategist for Morningstar Research Services, discusses how tech companies are looking to nuclear energy to fuel data centers’ surging demand.
    Why Leverage Has a Debatable Reputation in Investing

    Volatility Drag and Leveraged ETFs

    Why Does Leverage Kill ETFs?

    What Are ETPs?

    A Better Way for Investors to Use Leverage in Their Portfolio

    How Can Investors Add Leverage to Their Portfolio Without Volatility Drag?

    Costs of Leveraged ETFs

    How Most Investors Should Gain Exposure to Leverage

    Do Leveraged ETFs Show Promise?

    What’s Coming Up in the Markets?

    How Much Energy Does a Data Center Need to Run?

    Why Small Modular Reactors Could Be Key to Powering Data Centers

    Are Carbon-Free Pledges Driving Companies Toward Nuclear Energy?

    Which Utilities Companies Are Next to Sign Data Center Deals?

    Is This Shift Toward Nuclear Energy Larger Than Just AI?

    What to Look for in Utilities Companies’ Earnings

    Utilities Stock Picks

    Read about topics from this episode.

    Subscribe to Morningstar's ETFInvestor Newsletter.

    The AI Revolution Is Ready to Power Up. It Just Needs Electricity

    Utilities: Falling Interest Rates, Growth Outlook Boosting Stocks

    What to watch from Morningstar.

    Apple Earnings Are on Deck. Will Apple Intelligence Help Drive iPhone Sales?

    Is Your Portfolio Built to Withstand a Market Rotation?

    Inherited IRA Rules: What You Need to Know Before 2025

    How to Find the Best Health Savings Account

    Read what our team is writing:

    Bryan Armour

    Travis Miller

    Ivanna Hampton

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    How to Retire: Understand and Plan for Long-Term Care Oct 30, 2024

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

    Why Americans Need More Long-Term Care Than Ever Before

    Long-Term Care Isn’t Just in Nursing Homes

    Does Medicare Cover Long-Term Care Costs?

    Who Should Consider Long-Term Care Insurance?

    The Financial Implications of Continuing Care Retirement Communities

    Howard Gleckman’s Experience with Long-Term Care

    Key Takeaways

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

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

    More from Howard Gleckman

    Bio

    Forbes Column

    Urban Institute

    TaxVox blog

    Caring For Our Parents, by Howard Gleckman

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

    Read more from Christine Benz.

    How to Retire: Tips for Entering Retirement

    The Hidden Crisis in Long-Term Care

    How Likely Are You to Need Long-Term Care?

    6 Steps for Smart Long-Term-Care Planning

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

    Watch more from How to Retire.

    How to Retire: Prioritize Tax Planning in Retirement

    How to Retire: Transition from Saving to Spending

    How to Retire: Consider a Retirement Bucket Portfolio Strategy

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

    How to Retire: Understand the Role of Working Longer

    How to Retire: Stay Flexible with Your Retirement Spending

    Read what our team is writing:

    Christine Benz

    Follow Christine Benz on social media.

    X: https://x.com/christine_benz

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

    Apple Earnings Are on Deck. Will Apple Intelligence Help Drive iPhone Sales? Oct 25, 2024

    Katie Binns, director of product management for Morningstar Indexes, discusses bank loans’ benefits even as interest rates are expected to fall. William Kerwin, equity analyst for Morningstar Research Services who covers Apple, reveals the two main things he wants to hear about on the earnings call.

    What Are Bank Loans?

    Bank Loans vs. Junk Bonds

    The Role of Bank Loans in Your Portfolio

    Why the Market for Bank Loans Has Grown

    Companies With Bank Loans Today

    Why Bank Loans Are Less Volatile Than Junk Bonds

    How Interest-Rate Cuts Could Affect Floating-Rate Investments

    Could Riskier Credit Investments Default with an Economic Slowdown?

    What’s Coming Up in the Markets?

    Is Apple Intelligence Worth Upgrading Your iPhone?

    How Important Are iPhone 16s Holiday Sales to Apple?

    Why Apple Discontinued Developing Self-Driving Vehicles and Electric Cars

    Could Nvidia Taking the Title as the World’s Most Valuable Company Affect Apple?

    What to Look for in Apple Earnings

    Apple Stock Outlook

    Read about topics from this episode.

    The Morningstar LSTA US Leveraged Loan Index Highlights a Growing Asset Class Popular With Credit Investors

    A Way to Protect Your Portfolio Against Bond Price Drops

    Can Bank Loan Funds Rise to the Top Again?

    Apple iPhone 16 Event Inspires Confidence

    Keep up with Morningstar’s coverage of company earnings.

    What to watch from Morningstar.

    Is Your Portfolio Built to Withstand a Market Rotation?

    Inherited IRA Rules: What You Need to Know Before 2025

    How to Find the Best Health Savings Account

    How GLP-1 Drugs Like Ozempic Are Boosting Biopharma Stocks

    Read what our team is writing:

    William Kerwin, CFA

    Katie Binns

    Ivanna Hampton

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    How to Retire: Prioritize Tax Planning in Retirement Oct 23, 2024

    Christine Benz, Morningstar’s director of personal finance and retirement planning, interviews financial experts about different aspects of retirement in ‘How to Retire,’ the companion podcast to her book of the same name. In this episode, Christine talks with financial planning expert Jeff Levine about the importance of tax planning in retirement.
    Why Tax Planning is Key When Withdrawing from Your Retirement Portfolio

    Will Your Taxes Decrease in Retirement?

    Key Tax Strategies for Retirees Before They Have to Take RMDs

    Do Rules of Thumb for Retirement Spending Make Sense?

    How to Lower Your RMD Tax Bills

    How Qualified Charitable Distributions Can Help Lower Your Tax Bill

    Key Takeaways

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

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

    Bio

    Kitces.com

    Buckingham Wealth Partners

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

    Read more from Christine Benz.

    How to Retire: Tips for Entering Retirement

    The Big Retirement Myth

    Can You Control Required Minimum Distributions?

    8 Little-Known Facts About RMDs

    An Investing Road Map for Retirees

    Read about topics from this episode.

    4 RMD Mistakes to Avoid

    How Retirees Can Avoid the ‘Tax Torpedo’

    Watch more from How to Retire.

    How to Retire: Transition from Saving to Spending

    How to Retire: Consider a Retirement Bucket Portfolio Strategy

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

    How to Retire: Understand the Role of Working Longer

    How to Retire: Stay Flexible with Your Retirement Spending

    Read what our team is writing:

    Christine Benz

    Follow Christine Benz on social media.

    X: https://x.com/christine_benz

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

    Is Your Portfolio Built to Withstand a Market Rotation? Oct 18, 2024

    Dan Lefkovitz, Morningstar Indexes strategist, discusses why it’s important to be ready for a range of outcomes during a market rotation. Nic Owens, equity analyst for Morningstar Research Services, talks about his outlook for Boeing stock ahead of earnings.
    Trends from the Q3 Market Rotation Extending into Q4

    Key Moments Sparked Market Volatility

    Will Value Stocks Make a Comeback?

    Value and Small-Cap Stock Outlook

    What’s Fueling Dividend Stocks Outperformance Against the Broader Market?

    Bond Performance in Q3 and Early Q4

    What Investors Need to Watch Out for in Q4

    Will the Market Rotation Persist?

    What’s Coming Up in the Markets?

    Why Boeing’s New CEO Announced Massive Layoffs

    How Boeing is Trying to Prevent a Credit Downgrade

    What Boeing is Delaying and Eliminating to Move Forward

    Where the Machinists’ Strike Stands at Boeing

    What to Look for in Boeing’s Q3 Earnings

    How Investors Should Approach Boeing Stock

    Read about topics from this episode.

    3 Lessons From Recent Stock Market Drama

    Q3 in Review and Q4 2024 Market Outlook

    What the Election Could Mean for Big Tech Stocks

    How to Use Large-Cap Stocks in a Portfolio

    Boeing: Machinists Union Strike Unavoidable and Unfortunate

    What to watch from Morningstar.

    Inherited IRA Rules: What You Need to Know Before 2025

    How to Find the Best Health Savings Account

    How GLP-1 Drugs Like Ozempic Are Boosting Biopharma Stocks

    Is the Fed’s Plan to Avoid a Recession Working?

    Read what our team is writing:

    Dan Lefkovitz

    Nicolas Owens

    Ivanna Hampton

    Follow us on social media.

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    How to Retire: Transition from Saving to Spending Oct 16, 2024

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

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

    Are Annuities Helpful for In-Retirement Cash Needs?

    Delaying Social Security in Retirement

    How Couples Can Approach Different Money Mindsets in Retirement

    Key Takeaways

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

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

    More from Michelle Singletary

    Bio

    The Color of Money

    Spend Well, Live Rich

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

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

    Read more from Christine Benz.

    How to Retire: Tips for Entering Retirement

    3 Tricky Decisions for Every Retirement Plan

    We Need to Talk About Your Retirement ‘Spending’

    Social Security Planning Tips for Married Couples

    How to Determine Your Expected Retirement Date

    Read about topics from this episode.

    The Psychology of Retirement Income: From Saving to Spending

    How Retirees Can Avoid the ‘Tax Torpedo’

    Watch more from How to Retire.

    How to Retire: Consider a Retirement Bucket Portfolio Strategy

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

    How to Retire: Understand the Role of Working Longer

    How to Retire: Stay Flexible with Your Retirement Spending

    Read what our team is writing:

    Christine Benz

    Follow Christine Benz on social media.

    X: https://x.com/christine_benz

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

    Inherited IRA Rules: What You Need to Know Before 2025 Oct 11, 2024

    Secure Act Concerns

    Rules for Traditional and Roth IRAs and Changes for Inherited IRAs

    Will Beneficiaries Need to Withdraw RMDs Every Year?

    Do People Who Inherit IRAs Still Need to Follow the 10-Year Rule?

    Why Congress Wants Inherited IRA Heirs to Follow the 10-Year Rule

    What Is Required of Non-Spouse Beneficiaries When Someone Passes After Starting RMDs?

    What Happens if the Original Account Owner Dies Before Taking Required Minimum Distributions?

    Can Non-Spouse Beneficiaries of Inherited IRAs Do a Rollover?

    When Should People Born in 1959 Begin RMDs?

    What You Should Do if You Skipped RMDs Between 2020 and 2024

    Key Takeaway

    Read about topics from this episode.

    IRS Finalizes RMD Regulations: Key Takeaways and the 10-Year Rule for Beneficiaries

    How to Avoid Unintended Distributions from Inherited IRAs and 401(k)s

    4 RMD Mistakes to Avoid

    IRS Extends Waiver of Excise Tax for Inherited IRAs, but Not RMDs

    Inherited IRAs: What to Know About Taxes, RMDs, and More

    What to watch from Morningstar.

    How to Find the Best Health Savings Account

    How GLP-1 Drugs Like Ozempic Are Boosting Biopharma Stocks

    Is the Fed’s Plan to Avoid a Recession Working?

    Don't Overlook These Crucial Parts of Your Retirement Plan

    Denise Appleby, Morningstar contributor, explains the new inherited IRA rules including whether heirs need to take RMDs and follow the 10-year rule. Plus, what the next steps are if a beneficiary, who inherited an IRA since 2020, hasn’t taken RMDs yet.

    Read what our team is writing:

    Denise Appleby

    Ivanna Hampton

    Follow us on social media.

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

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    How to Retire: Consider a Retirement Bucket Portfolio Strategy Oct 09, 2024

    Christine Benz, Morningstar’s director of personal finance and retirement planning, interviews financial experts about different aspects of retirement in ‘How to Retire,’ the companion podcast to her book of the same name. In this episode, Christine sits down with wealth manager Harold Evensky, who inspired Christine’s work in retirement portfolio bucketing.
    How the Bucket Approach to Retirement Planning Helps Investors

    How the Bucket Approach Helped Keep Clients Steady During Market Downturns

    Benefits of Limiting Cash in Retirement Portfolios

    Why Investors Should Avoid Too Many Retirement Buckets

    Why Prioritizing Goals is Most Important for Retirement Planning

    The Most Underrated Aspect of Retirement Planning

    Overrated Discussions in Retirement Planning

    Harold Evensky’s Transition from Work to Retirement

    Key Takeaways

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

    Many of you know that I frequently talk about the bucket approach to retirement portfolio construction. I was inspired to work on bucketing after talking to Harold Evensky nearly two decades ago, and I knew that I wanted to chat with Harold for this podcast. He is the founder of Evensky & Katz/ Foldes Wealth Management and a retired professor of practice of the Texas Tech University Personal Financial Planning Department. Harold and I talked about how he hit on the bucket strategy and used it with his clients.

    More from Harold Evensky

    Bio

    Evensky & Katz / Foldes Wealth Management

    Blog

    Hello Harold: A Veteran Financial Advisor Shares Stories to Help Make You Be a Better Investor, by Harold Evensky

    Harold Evensky on The Long View: 'It's an Unmitigated Disaster'

    Read more from Christine Benz.

    How to Retire: Tips for Entering Retirement

    Do You Need More Than 3 Buckets?

    The Bucket Investor’s Guide to Setting Retirement Asset Allocation

    Why Retirees and Investors Approaching Retirement Should Reduce Risk Today

    Take This Simple Step As You Approach Retirement

    7 Key Tasks for Investors Approaching Retirement

    Read about topics from this episode.

    Panicking About Market Volatility? Don’t Lose Money Chasing the Crowd

    Watch more from How to Retire.

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

    How to Retire: Understand the Role of Working Longer

    How to Retire: Stay Flexible with Your Retirement Spending

    Read what our team is writing:

    Christine Benz

    Follow Christine Benz on social media.

    X: https://x.com/christine_benz

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

    How to Find the Best Health Savings Account Oct 04, 2024

    Morningstar Inc editor Margaret Giles discusses the triple-tax-benefits of HSAs, how they compare to other tax-advantaged accounts, and whether you can save too much. Greg Carlson, senior manager research analyst for Morningstar Research Services, highlights the providers that received Morningstar's top ratings.

    What is an HSA?

    Who is Eligible for an HSA?

    HSA vs FSA

    How to Maximize the Triple-Tax Benefits of HSAs

    How Do HSAs Compare to Other Tax-Advantaged Accounts?

    Can You Save Too Much in an HSA?

    How Has the HSA Landscape Evolved Over Time?

    HSA Adoption Growth and the Rise of High Deductible Healthcare Plans

    How Does Morningstar Assess HSAs?

    What Makes a Good HHSA for SA for Spending?

    Top 3 HSA Providers for Spending

    What Makes a Good HSA for Investing?

    Top 3 HSA Providers for Investing

    Morningstar’s Guide to the Best HSA Providers

    Read about topics from this episode.

    The Best HSA Providers

    What Can My HSA Be Used For?

    3 Tricks for Getting the Most Out of Your HSA

    HSA vs. FSA: How to Choose One

    What to watch from Morningstar.

    How GLP-1 Drugs Like Ozempic Are Boosting Biopharma Stocks

    Is the Fed’s Plan to Avoid a Recession Working?

    Don't Overlook These Crucial Parts of Your Retirement Plan

    Boating Season Is Over, but Don't Overlook These Recreational Vehicle Stocks

    Read what our team is writing:

    Margaret Giles

    Greg Carlson

    Ivanna Hampton

    Follow us on social media.

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

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    How to Retire: Know What ‘Enough’ Means in Retirement Oct 02, 2024

    Christine Benz, Morningstar’s director of personal finance and retirement planning, interviews financial experts about different aspects of retirement in ‘How to Retire,’ the companion podcast to her book of the same name. In this episode, Christine sits down with personal finance expert Manisha Thakor to address the question of “What is enough?” when it comes to retirement.
    Do You Have Enough Financial Resources to Retire?

    How Retirement Spending Changes as We Age

    Planning for Long-Term Care in Retirement

    Non-Financial Planning for Retirement

    How to Establish a Sense of Identity Away From Work

    How to Take a Phased Approach to Retirement

    Key Takeaways

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

    One big question that people often grapple with as they contemplate retirement is whether they'll have enough, financially and otherwise, in retirement. To help address that question, I sat down with author and personal finance expert, Manisha Thakor. She wrote a book called MoneyZen: The Secret to Finding Your "Enough". She is also the founder of MoneyZen, which is a financial education consultancy.

    More from Manisha Thakor

    Bio

    MoneyZen.com

    MoneyZen: The Secret to Finding Your “Enough,” by Manisha Thakor

    Manisha Thakor on The Long View: Finding Your Enough

    Read more from Christine Benz.

    How to Retire: Tips for Entering Retirement

    How to Determine Your Expected Retirement Date

    A Retirement Readiness Checklist

    How Likely Are You to Need Long-Term Care?

    I’m Not Ready for Retirement (but I’m Not Waiting)

    Read about topics from this episode.

    Your Retirement Checklist Should Go Beyond Finances

    Watch more from How to Retire.

    How to Retire: Understand the Role of Working Longer

    How to Retire: Stay Flexible with Your Retirement Spending

    Read what our team is writing:

    Christine Benz

    Follow Christine Benz on social media.

    X: https://x.com/christine_benz

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

    How GLP-1 Drugs Like Ozempic Are Boosting Biopharma Stocks Sep 27, 2024

    Karen Andersen, biotechnology strategist for Morningstar Research Services, discusses what GLP-1 drugs’ demand means for the biopharma industry’s five-year outlook. And whether the weight-loss drugs pose a threat to snack food stocks.

    Why GLP-1 Drugs Are in Demand

    Competition Between Novo Nordisk and Eli Lilly

    How Expanding the Conditions GLP-1 Drugs Treats Could Influence Insurance Coverage

    Are Weight Loss Drugs a Threat to Snack Food Stocks?

    Big Pharma’s Looming Patent Cliff

    How Medicare Negotiations Impact the Pharmaceutical Industry

    What is a Biologic Drug?

    Upcoming Innovations in the Pharmaceutical Industry

    Which BioPharma Drugs Do We Expect to Contract?

    Big Pharma’s Five-Year Outlook

    Biopharmaceutical Stock Picks

    Read about topics from this episode.

    2024 Biopharmaceutical Industry Landscape

    Obesity Drugs: Can New Firms Take Market Share From Eli Lilly and Novo Nordisk?

    Investment Opportunities in the Biopharma Industry

    Obesity Drug Market: The Next Wave of GLP-1 Competition

    What to watch from Morningstar.

    Is the Fed’s Plan to Avoid a Recession Working?

    Don't Overlook These Crucial Parts of Your Retirement Plan

    Boating Season Is Over, but Don't Overlook These Recreational Vehicle Stocks

    5 Ways to Improve America’s Retirement Savings

    Read what our team is writing:

    Karen Andersen

    Ivanna Hampton

    Follow us on social media.

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

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    How to Retire: Stay Flexible with Your Retirement Spending Sep 25, 2024

    Christine Benz, Morningstar’s director of personal finance and retirement planning, interviews financial experts about different aspects of retirement in ‘How to Retire,’ the companion podcast to her book of the same name. In this episode, Christine sits down with senior nerd at Kitces.com and assistant professor of finance Derek Tharp. They talk through how adjusting your spending throughout your retirement can enable you to spend more in the long run.
    How Actual Retiree Spending Deviates from Conventional Retirement Research

    Why Early Retirees Can Spend More Than the 4% Guideline

    How to Adjust Your Retirement Spending Over Time

    How to Get Comfortable With Variability in Retirement

    How to Transition from Saving to Spending

    How to Account for Long-Term Care in Your Retirement Spending Plan

    Key Takeaways

    Hi, I'm Christine Benz from Morningstar and welcome to the How to Retire podcast. It's a companion to my book, which is also called How to Retire. Each episode will provide a bite-sized lesson about how to do some aspect of retirement well. Today's episode will focus on how to make sure that the amount that you're spending from your portfolio is reasonable. To tackle this topic, I sat down with Derek Tharp, who is a Senior Research Nerd at Kitces.com and an Assistant Professor of Finance at the University of Southern Maine. I've loved Derek's work on how adjusting your spending in retirement can actually enable you to spend more over your lifetime. I feel like it's so practical and helpful, especially for people with tight financial plans heading into retirement.
    More from Derek Tharp

    Bio

    Kitces.com

    Peer Reviewed Research

    Derek Tharp on The Long View: An Alternative Approach to Calculating In-Retirement Withdrawals

    Read more from Christine Benz.

    How to Retire: Tips for Entering Retirement

    Should Your Retirement Withdrawals Mirror RMDs?

    3 Tricky Decisions for Every Retirement Plan

    7 Steps to Estimating Your In-Retirement Cash Flow Needs

    How to Pay Yourself in Retirement

    How Likely Are You to Need Long-Term Care?

    Read about topics from this episode.

    The Psychology of Retirement Income: From Saving to Spending

    The 4% Retirement Rule Is Just a Starting Point

    Watch more from How to Retire.

    How to Retire: Understand the Role of Working Longer

    Read what our team is writing:

    Christine Benz

    Follow Christine Benz on social media.

    X: https://x.com/christine_benz

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

    Is the Fed’s Plan to Avoid a Recession Working? Sep 20, 2024

    Preston Caldwell, senior US economist for Morningstar Research Services, discusses why the Federal Reserve made an aggressive interest-rate cut now. And what these lower rates mean for borrowers.

    Morningstar’s Take on the Federal Reserve’s First Interest-Rate Cut in 2024

    What is the Neutral Rate of Interest?

    Was the Half-Point Interest Rate Cut as “Timely?”

    Risks that Could Cause Inflation to Reheat

    What Signs from the Job Market Could Spur the Fed into Action?

    Does the Fed’s Forecast for Interest-Rate Cuts Line Up with Morningstar’s Expectations?

    How the Housing Market Can Return to Affordability

    What Lower Interest Rates Could Mean for Credit Card Borrowers

    Is the Fed on Track to Avoid a Recession and Pull of a “Soft Landing”?

    Read about topics from this episode.

    How Much Will the Fed Cut Interest Rates?

    Fed Rate Cut Shows the Main Battle Against Inflation Has Been Won

    What’s Next for the Markets and Economy After the Fed Rate Cut?

    Fed Cuts Rates by Half-Point in Aggressive Start to Easing Cycle

    What to watch from Morningstar.

    Don't Overlook These Crucial Parts of Your Retirement Plan

    Boating Season Is Over, but Don't Overlook These Recreational Vehicle Stocks

    5 Ways to Improve America’s Retirement Savings

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

    Read what our team is writing:

    Ivanna Hampton

    Preston Caldwell

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    How to Retire: Understand the Role of Working Longer Sep 18, 2024

    Christine Benz, Morningstar’s director of personal finance and retirement planning, interviews financial experts about different aspects of retirement in ‘How to Retire,’ the companion podcast to her book of the same name. In this episode, Christine sits down with Yahoo Finance columnist and author Kerry Hannon to talk through the benefits of meaningful work in retirement.
    Benefits of Working Past Traditional Retirement Age

    What Does the Data Tell Us About People Who Work Longer?

    How to Make Working Longer a Part of Your Retirement Plan

    Dealing With Age Discrimination in the Workplace

    How You Can ‘Ask and Address’ Your Needs in Retirement

    Key Takeaways
    More from Kerry Hannon

    Bio

    Yahoo Finance Column

    In Control at 50+: How to Succeed in the New World of Work

    Kerry Hannon on The Long View: Remote Work Trend Benefits Older Workers

    Read more from Christine Benz.

    I’m Not Ready for Retirement (but I’m Not Waiting)

    Lessons From Another ‘Faux-tirement’

    How to Determine Your Expected Retirement Date

    Should Working Longer Be a Part of Your Retirement Plan?

    Read what our team is writing:

    Christine Benz

    Follow Christine Benz on social media.

    X: https://x.com/christine_benz

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    Don't Overlook These Crucial Parts of Your Retirement Plan Sep 13, 2024

    Dan Lefkovitz, Morningstar Indexes strategist, explains how following the money can reveal how exposed your portfolio is to geopolitical risks. Christine Benz, Morningstar Inc director of personal finance, is the author of the new book, How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement. Benz joins Investing Insights to discuss her new book and how to avoid easy-to-miss pitfalls of retirement planning.
    Is Globalization Waning?

    Why the U.S., China, and Japan Are Turning to Global Income

    Big Tech’s Influence on Global Revenue

    How Nvidia Is Pushing the U.S. Stock Market to Be More Global

    Can Elections Influence the Revenue Picture for the U.S. Equity Market?

    Correlations Between Asset Classes in the U.S. and Globally

    Why Market Correlations Between Emerging Markets and Developed Markets Have Not Risen

    How Revenue and Correlation Data Informs Portfolio Diversification

    Key Takeaway

    Preview of The Week Ahead

    The Goal of Christine Benz’s New Book ‘How to Retire’

    How Spending Fluctuates Throughout Retirement

    Why Retirees Underrate the Value of Safer Investments and Inflation Protection

    The Role of Non-Portfolio Income When Structuring Retirement Portfolios

    Housing in Retirement

    Why Relationships are Important as We Age Towards Retirement

    Read about topics from this episode.

    When Gauging the Impact of Geopolitical Risk on Equity Markets, Consider Their Revenue Sources

    Ian Bremmer: 4 Big Geopolitical Risks to Watch

    How Did Diversified Portfolios Hold Up in 2023?

    Christine Benz: 5 Things I Learned About Retirement Planning From My New Book

    5 Critical Financial Steps to Take Before You Retire

    Open Social Security: A free, open-source Social Security strategy calculator

    What to watch from Morningstar.

    Boating Season Is Over, but Don't Overlook These Recreational Vehicle Stocks

    5 Ways to Improve America’s Retirement Savings

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

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

    Read what our team is writing:

    Ivanna Hampton

    Dan Lefkovitz

    Christine Benz

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    Boating Season Is Over, but Don't Overlook These Recreational Vehicle Stocks Sep 06, 2024

    Senior equity analyst Jaime Katz with Morningstar Research Services discusses consumer demand for recreational vehicles and the impact interest rate cuts could have on the industry. She breaks down Morningstar's outlook for Polaris and Malibu Boats, two undervalued manufacturers that have long-term growth potential.
    How Consumer Demand in the Recreational Vehicle Industry Has Evolved

    What Factors Are Impacting Recreational Vehicle Companies?

    How Interest-Rate Cuts Affect Consumer Demand for Recreational Vehicles

    Is Recreational Vehicle Demand Correlated with Oil Prices?

    How Wealth and Market Activity Impact Consumer Behavior

    What’s Behind Polaris and Malibu Boats’ Competitive Advantage?

    Polaris Stock Outlook

    Malibu Boats Stock Outlook

    Read about topics from this episode.

    Stalled Boat Demand Leads to Profit Pressure at Malibu Despite Innovative Product Launches

    Holiday Visibility Low for Narrow-Moat Bath & Body Works as Consumers Spend With Caution

    The 10 Best Companies to Invest in Now

    Malibu Boats Stock

    What to watch from Morningstar.

    5 Ways to Improve America’s Retirement Savings

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

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

    Now’s the Time to Diversify Beyond Magnificent Seven Stocks

    Read what our team is writing:

    Margaret Giles

    Jaime Katz

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    5 Ways to Improve America’s Retirement Savings Aug 30, 2024

    Why the Employment Retirement Income Security Act Has Been Successful

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

    Retirement Savings by Race and Ethnicity

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

    Improving Social Security

    Would a National Retirement Savings Plan Replace Current Employer Plans?

    Do Investors Need Fiduciary Protections like ERISA Extended to IRAs?

    What’s At-Stake for Future Retirees

    Read about topics from this episode.

    The Time is Right for a National Retirement Savings Plan

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

    Is There a Retirement Crisis?

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

    How to Bridge a Retirement Shortfall

    What to watch from Morningstar.

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

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

    Now’s the Time to Diversify Beyond Magnificent Seven Stocks

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

    Read what our team is writing:

    Ivanna Hampton

    Mark Miller

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    Mutual Funds Turn 100. Can Investors Still Count on Them? Aug 23, 2024

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

    How This Law Protects Investors Investing in Mutual Funds

    Mutual Fund Market Timing Scandal

    How Mutual Funds Can Stay Competitive to ETFs

    Competition from Crypto ETFs

    Are Mutual Funds a Good Investment?

    Mutual Funds’ Greatest Achievement

    Are Mutual Funds Here to Stay?

    Top Mutual Fund Picks

    Read about topics from this episode.

    How to Find the Right Value Fund for Your Portfolio

    8 Fund Families the Mutual Fund Trading Scandal Changed Forever

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

    ETFs vs. Mutual Funds: The Benefits That Really Matter

    Winners and Losers In the Spot Bitcoin ETF Race

    What to watch from Morningstar.

    ADD NEW VIDEO

    Now’s the Time to Diversify Beyond Magnificent Seven Stocks

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

    Why Picking Top Stocks Is Not Enough

    Read what our team is writing:

    Ivanna Hampton

    Russel Kinnel

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    Too Many Investment Accounts? Here’s How to Reduce the Clutter Aug 16, 2024

    3 Reasons Why Investors Should Streamline Their Accounts

    How Low Can You Go with Retirement Accounts?

    How You Can Consolidate Tax-Deferred Accounts

    Consolidate Retirement Accounts with the Same Provider

    The Week Ahead in Markets

    Here's What to Expect from Macy’s Upcoming Earnings

    What Investors Want to Hear from Macy’s CEO

    What Tanked Arkhouse Management and Brigade Capital Management’s Offer to Macy’s

    Macy’s Is Focusing on Luxury Sales

    Macy’s Stock Outlook Ahead of Earnings

    Read about topics from this episode.

    5 Steps to Spring-Cleaning Your Investment Portfolio

    5 Steps to a Minimalist Portfolio

    8 Stock Picks in the Apparel Industry

    Keep up with Morningstar’s Q2 earnings season coverage here.

    What to watch from Morningstar.

    Now’s the Time to Diversify Beyond Magnificent Seven Stocks

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

    Why Picking Top Stocks Is Not Enough

    Is There a New Leader in the AI Race?

    Read what our team is writing:

    Ivanna Hampton

    Christine Benz

    David Swartz

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    Now’s the Time to Diversify Beyond Magnificent Seven Stocks Aug 09, 2024

    Bryan Armour, director of passive strategies research for North America for Morningstar Research Services, discusses why investors should consider diversifying beyond Magnificent Seven stocks. Sarah Hansen, Morningstar Inc markets reporter, explains what caused the sharp stock market selloff. Preston Caldwell, senior US economist for Morningstar Research Services, explores whether the Federal Reserve needs to make an emergency rate cut.
    What Caused the Stock Market Selloff?

    U.S. Tech Stocks and Bank of Japan Raising Interest Rates

    Global Selloff and Big Tech

    Should You Shift Your Portfolio Away from the Magnificent Seven Stocks?

    How the Magnificent Seven’s Outperformance Affects the U.S. and Global Markets

    Apple and NVIDIA: Why Their Products Are a Double-Edged Sword

    What Areas of the Market Are Poised for a Rebound?

    How Diversification Can Help Investors Stop Chasing the Magnificent Seven

    Top ETF Picks for Portfolio Diversification

    When Will the Fed Cut Interest Rates?

    Will There Be an Emergency Interest Rate Cut Before the Fed’s Next Meeting?

    Read about topics from this episode.

    Subscribe to Morningstar’s ETFInvestor Newsletter.

    Magnificent Seven Stocks Slide, Valuations Looking ‘More Interesting’

    August 2024 Stock Market Outlook: Small-Cap and Value Stocks Shine

    What Caused the Stock Market Selloff?

    Markets Brief: Back on Recession Watch?

    Morningstar’s Guide to Market Uncertainty

    What to watch from Morningstar.

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

    Why Picking Top Stocks Is Not Enough

    Is There a New Leader in the AI Race?

    BOXX ETF: Cash-Like Returns Without the Tax Bill

    Read what our team is writing:

    Ivanna Hampton

    Bryan Armour

    Sarah Hansen

    Preston Caldwell

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    3 Asset Classes That Could Raise Your Portfolio’s Risk Level Aug 02, 2024

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

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

    International Stocks Correlations Have Shifted Towards U.S. Stocks

    Should You Have International Stocks in Your Portfolio?

    Commodities Stock Performance

    What Hurdles Could Commodities Face?

    Cryptocurrency's Correlation Trend and Role in Your Portfolio

    What Investors Need to Know About Private Market Investing

    REITs vs Overall U.S. Market

    Best Diversifiers for Investors to Add to Their Portfolio

    Read about topics from this episode.

    3 Assets That Might Not Diversify as Well as You Think

    How Did Diversified Portfolios Hold Up in 2023?

    Why Simpler Has Been Better for Portfolio Diversification

    Why More Diversification Doesn’t Mean Better Returns

    What Higher Inflation Means for Stock/Bond Correlations

    What to watch from Morningstar.

    Why Picking Top Stocks Is Not Enough

    Is There a New Leader in the AI Race?

    BOXX ETF: Cash-Like Returns Without the Tax Bill

    Active ETFs: What Investors Need to Know

    Read what our team is writing:

    Ivanna Hampton

    Amy Arnott

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    Why Picking Top Stocks Is Not Enough Jul 26, 2024

    Jack Shannon, senior manager research analyst for Morningstar Research Services, discusses how often active fund managers succeeded in picking top stocks. He also explains whether this information can help investors find better funds.

    Are Fund Managers Good at Making Big Stock Bets?

    Fund Managers’ Hit Rates

    Active Fund Managers’ vs. Passive Index Fund Managers’ Stock Picking Performance

    How an Active Mutual Fund Can Underperform Despite Holding Winning Stocks

    High Hit Rates and Topping the Index

    When High Hit Rates Matter More or Less

    Can Investors Set It and Forget It?

    Do-it-Yourself Investors Looking for Funds with High Hit Rates

    Read about topics from this episode.

    Mutual Fund Managers Are Wrong More Than They’re Right

    Mutual Fund Manager Stock Hit Rates

    Betting Big on Stocks Rarely Beats Boring Investing

    10 Stocks the Best Fund Managers Have Been Buying

    What to watch from Morningstar.

    Is There a New Leader in the AI Race?

    BOXX ETF: Cash-Like Returns Without the Tax Bill

    Active ETFs: What Investors Need to Know

    What a Strong Economy Now Means for the Rest of 2024

    Read what our team is writing:

    Ivanna Hampton

    Jack Shannon

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    Is There a New Leader in the AI Race? Jul 19, 2024

    Sarah Hansen, Morningstar Inc. markets reporter talks about what is driving the AI market rally, and what’s next for AI and the Fab Five. Sean Dunlop, a senior equity analyst for Morningstar Research Services, explains how AI can innovate the restaurant industry. Travis Miller, energy and utilities strategist for Morningstar Research Services, discusses how utilities are powering AI through data center demand.
    Should the AI Market Rally Broaden Its View?

    Who Is Driving the Fab Five’s Success?

    Will NVIDIA Remain the Leader in the Artificial Intelligence Race?

    Tech Companies Struggling to Keep Up with the Fab Five

    AI Outlook

    Can AI Speed Up Tech Evolution?

    How Digital Adoption Can Grow Bottom Lines

    Restaurant Industry Forecast for 2024

    Utilities Stocks: When Will the Market Give the Sector Some Respect?

    Where Do Utilities Fit Into AI Growth?

    Read about topics from this episode.

    These Stocks Are (Still) Powering the Bull Market

    AI Is Booming, but Consumer Spending Is Slowing. Which Will Prevail in the Stock Market?

    Should You Buy and Hold an Artificial Intelligence Portfolio?
    Which AI Stocks Are Turning Hype Into Revenue?

    Utility Stocks: When Will the Market Give the Sector Some Respect?

    What to watch from Morningstar.

    4 Reasons Why the Stock Market Has Delivered Impressive Performance

    Inherited IRA Investors Get Another Break, but the Clock Is Ticking on RMDs

    Short-Term Market Volatility Could Provide Long-Term Investing Opportunities

    AI Can Help Restaurants Innovate, But Will It Deliver Profits?

    Read what our team is writing:

    Ivanna Hampton

    Sarah Hansen

    Sean Dunlop

    Travis Miller

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    BOXX ETF: Cash-Like Returns Without the Tax Bill Jul 12, 2024

    Manager research analyst Lan Tran with Morningstar Research Services breaks down the strategy of the Alpha Architect 1-3 Month Box ETF, how investors can take advantage of what it has to offer, and whether this fund is worth the hype.
    What Makes BOXX ETF Stand Out

    What is a Box Spread?

    Tax Advantages

    Is BOXX ETF Delivering on its Promises?

    Will BOXX ETF Attract Investors If Cash Yields Drop?

    How Investors Can Take Advantage of BOXX ETF

    Will There Be More ETFs Like BOXX?

    Key Takeaways

    Read about topics from this episode.

    This Bond ETF Promises T-Bill Returns Without Taxable Income

    Alpha Architect 1-3 Month Box ETF

    A Tax-Aware Alternative to Cash

    How to Maximize the Tax Efficiency of ETFs

    The Real Tax Magic of ETFs

    What to watch from Morningstar.

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

    How to Find a Great Dividend Fund

    SPY Vs VOO: Which of Warren Buffett’s Two ETFs Are a Better Bet?

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

    Read what our team is writing:

    Lan Anh Tran

    Margaret Giles

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    Active ETFs- What Investors Need to Know Jun 28, 2024

    Morningstar Research Services’ Bryan Armour, director of passive strategies research for North America; Ryan Jackson, senior manager research analyst; and Daniel Sotiroff, senior manager research analyst discuss what’s driving the rapid of growth active ETFs and how their tax efficiency and lower costs make them an easy win for investors. The team joins host Sarah Hansen, Morningstar Inc. markets reporter, at the 2024 Morningstar Investment Conference.
    Active vs Passive ETFs

    What’s Driving the Growth of Active ETFs?

    Why Some Active ETFs Are More Successful Than Others

    Active ETFs that Managers Have Shied Away From

    Who Should Invest in Active ETFs?

    Misconceptions About Active ETFs

    Top-Rated Active ETFs

    What’s Next for Active ETFs?

    Read about topics from this episode.

    Morningstar's Guide to US Active ETFs

    Active ETFs are Soaring. Should You Invest?

    3 Great Active ETFs for Bond Investors

    The Best Active ETFs to Buy

    Here’s Why Active ETFs Are So Hot Right Now

    How to Choose Great ETFs for the Long Term

    What to watch from Morningstar.

    4 Reasons Why the Stock Market Has Delivered Impressive Performance

    Short-Term Market Volatility Could Provide Long-Term Investing Opportunities

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

    How to Find a Great Dividend Fund

    Read what our team is writing:

    Sarah Hansen

    Bryan Armour

    Ryan Jackson

    Daniel Sotiroff

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    What a Strong Economy Now Means for the Rest of 2024 Jun 21, 2024

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

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

    Will the Economy Get a Soft Landing?

    Nvidia is Driving the Stock Market’s Bull Run

    Nvidia Stock Outlook

    Why We’re Seeing More Stock Splits in 2024

    New Dividends From Mega-Cap Tech Companies

    What Could Provide a Lift to the Bond Market?

    Why Investors Should Still Own Bonds

    Key Takeaways

    Read about topics from this episode.

    Subscribe to Smart Investor

    A Cautious Fed Eyes Just One Rate Cut In 2024

    These Stocks Are (Still) Powering the Bull Market

    What Does Nvidia’s Stock Split Mean for Investors?

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

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

    What to watch from Morningstar.

    4 Reasons Why the Stock Market Has Delivered Impressive Performance

    Why More Diversification Doesn’t Mean Better Returns

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

    Maximize Credit Card Points for Better Trips and Rewards

    Read what our team is writing:

    Ivanna Hampton

    Tom Lauricella

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    4 Reasons Why the Stock Market Has Delivered Impressive Performance Jun 14, 2024

    Sarah Hansen, Morningstar Inc. markets reporter, discusses why the stock market is up today and what could cause it to fall. Preston Caldwell, senior US economist for Morningstar Research Services, explains why he thinks the Federal Reserve will cut interest rates more than once in 2024.
    Should You Invest in Spot Ether ETFs?

    Lululemon on Track Despite Slowdown in Americas

    The Fed’s Inflation Outlook Is a Little Too Pessimistic

    Good News from the Fed’s New Inflation Report

    Will the Fed Cut Interest Rates in 2024?

    How Investors Can Interpret the Fed Lifting its Long Run Interest Rate

    Why Are Stocks Hitting Record Highs

    How the Growing US Economy Has Supported Stocks Impressive Performance

    Is Inflation Finally Trending Down Again?

    Why Wall Street’s View of the Fed is Changing

    Will Record Profits During Company Earnings Continue?

    What Risks Could Cause the Stock Market to Fall?

    Read about topics from this episode.

    Spot Ether ETFs: Should You Invest?

    Lululemon Earnings: On Track to Meet Expectations Despite Slowdown In Americas

    A Cautious Fed Eyes Just One Rate Cut In 2024

    Why Stocks Are Hitting Record Highs—and What Could Send Them Back to Earth

    What to watch from Morningstar.

    Why More Diversification Doesn’t Mean Better Returns

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

    Maximize Credit Card Points for Better Trips and Rewards

    Inherited IRA Investors Get Another Break, but the Clock Is Ticking on RMDs

    Read what our team is writing:

    Ivanna Hampton

    Sarah Hansen

    Preston Caldwell

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    Why More Diversification Doesn’t Mean Better Returns Jun 07, 2024

    Amy Arnott, portfolio strategist for Morningstar Inc, discusses why the classic 60/40 investment strategy beat a more diversified portfolio in 2023, and the positive that can come from interest-rate pivots.
    The Benefits of Portfolio Diversification

    How Does the 60/40 Portfolio Hold Up Against a Portfolio with More Asset Classes?

    Why the Well-Diversified Portfolio Struggled in 2023

    Is it Worth it to Invest Beyond the 60/40 Portfolio?

    Why Interest Rate Pivots Are Painful and Encouraging

    Is There an Interest Rate Pivot Right Now?

    Do Bonds Still Provide a Diversification Benefit?

    Which Bonds are the Best Portfolio Diversifiers?

    The Role of Cash in an Investment Portfolio

    Key Takeaways

    Read about topics from this episode.

    How Did Diversified Portfolios Hold Up in 2023?

    Why Simpler Has Been Better for Portfolio Diversification

    How Rising Interest Rates Change the Relationship Between Stocks and Bonds

    Which Bonds Provide the Biggest Diversification Benefit?

    Top 10 Things to Know About Building a Diversified Portfolio

    What to watch from Morningstar.

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

    Maximize Credit Card Points for Better Trips and Rewards

    Inherited IRA Investors Get Another Break, but the Clock Is Ticking on RMDs

    Short-Term Market Volatility Could Provide Long-Term Investing Opportunities

    Read what our team is writing:

    Ivanna Hampton

    Amy Arnott

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    Invest in SpaceX Alongside Elon Musk? Why This Closed-End Fund Is Not Worth the Ride May 31, 2024

    Jack Shannon, senior manager research analyst for Morningstar Research Services, talks about the mania around Destiny Tech 100 and how much investors are paying to own the closed-end fund compared with what it’s worth. Margaret Giles, Morningstar Inc editor, discusses how life-stage investing can help pre-retirees and retirees map their priorities.

    Nvidia’s 10-for-1 Stock Split

    Target’s Weak Sales and Declining Market Share

    Vanguard’s New CEO Starting Soon

    Investing for Each Life Stage

    Financial Priorities When You Approach Retirement

    Why Investors Should Think About Withdrawal Sequencing During Pre-Retirement

    Why Retirees Struggle to Start Tapping Into Their Portfolios

    Financial Priorities When You Retire

    What Investors Need to Know About Destiny Tech100

    Closed-End Funds vs Open-End Funds

    Why Destiny Tech100’s Net Asset Value Premium is “Insane”

    Should Investors Own Destiny Tech100 Over Other Mutual Funds with Startup Stocks?

    Key Takeaways for Investors

    Read about topics from this episode.

    Nvidia Earnings: AI Demand Smashes Expectations Again

    Target Earnings: Margins Hold Up, but Top Line Constrained by Weak Discretionary Spending

    Vanguard Chooses an Outsider as Its New CEO

    An Investing Guide for Every Life Stage

    The Bucket Investor’s Guide to Setting Retirement Asset Allocation

    DXYZ: This Closed-End Fund Is Not Destiny’s Child

    What to watch from Morningstar.

    Maximize Credit Card Points for Better Trips and Rewards

    Inherited IRA Investors Get Another Break, but the Clock Is Ticking on RMDs

    Short-Term Market Volatility Could Provide Long-Term Investing Opportunities

    Magnificent Seven Stocks: What’s Going on With Apple, Tesla, and Alphabet?

    Read what our team is writing:

    Ivanna Hampton

    Margaret Giles

    Jack Shannon

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    Maximize Credit Card Points for Better Trips and Rewards May 24, 2024

    David Harrell is the editor of Morningstar’s DividendInvestor newsletter. He’s also a miles and points enthusiast. He shares what he’s learned from his credit card points journey, including that miles and points aren’t so-called free money.
    Credit Card Points

    How Do Travel Credit Cards Work?

    Why Did Credit Card Companies Start Offering Rewards?

    Why Have Credit Card Programs Become a Part of Airlines' Business Models?

    Could Credit Card Companies Pull Back on Rewards?

    Surcharges with Credit Cards

    What is the Cost of Points and Miles?

    Should You Spend to Earn Rewards Without Paying Off Your Credit Card Bill Each Month?

    Spending vs Splurging

    What to Know Before Researching Credit Card Rewards

    Recommendations to Maximize Credit Card Rewards

    Read about topics from this episode.

    4 Lessons from My Credit Card Points and Miles Journey

    Why Do I Need a Credit Card?

    Best Financial-Services Companies to Own

    What to watch from Morningstar.

    Inherited IRA Investors Get Another Break, but the Clock Is Ticking on RMDs

    Short-Term Market Volatility Could Provide Long-Term Investing Opportunities

    Magnificent Seven Stocks: What’s Going on With Apple, Tesla, and Alphabet?

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

    Read what our team is writing:

    Ivanna Hampton

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    Inherited IRA Investors Get Another Break, but the Clock Is Ticking on RMDs May 17, 2024

    Denise Appleby, IRA Quick Reference Guide author known as The IRA Whisperer, clears up the confusion about what the IRS waived concerning inherited IRAs in 2024. Travis Miller, energy and utilities strategist for Morningstar Research Services, talks about how the artificial intelligence boom is driving data center demand. He also points to 2 cheap utility stocks expected to benefit.

    Disney’s Improved Streaming Results

    Uber’s Strong Financial Results in 2024

    Palantir’s Performance Led by AI Platform

    Opportunities with Artificial Intelligence and Utility Stocks

    Utility Stocks: When Will the Market Give the Sector Some Respect?

    Where Do Utilities Fit into AI Growth?

    How Higher For Longer Interest Rates Could Affect Utilities

    Utility Stock Picks

    New Rules for Inherited IRAs

    Withdrawals from Inherited IRAs and the 10-Year Rule

    Important Distinction About What the IRS Waived in 2024

    Tax Implications for Inherited IRAs

    Will the IRS Suspend the Withdrawal Penalty for Inherited IRAs in 2025?

    Read about topics from this episode.

    Disney Earnings: Improved Streaming Results Come at the Expense of Continued Linear Weakness

    Uber Earnings: Network Effect Continues to Drive Profitable Growth for Uber

    Palantir Earnings: AI Platform Drives Strong Start to 2024

    Utility Stocks: When Will the Market Give the Sector Some Respect?

    IRS Extends Waiver of Excise Tax for Inherited IRAs, but Not RMDs

    What to watch from Morningstar.

    Short-Term Market Volatility Could Provide Long-Term Investing Opportunities

    Magnificent Seven Stocks: What’s Going on With Apple, Tesla, and Alphabet?

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

    Make These Investing Moves Now for a Better Tax Day in 2025

    Read what our team is writing:

    Ivanna Hampton

    Travis Miller

    Denise Appleby

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    Short-Term Market Volatility Could Provide Long-Term Investing Opportunities May 10, 2024

    Sarah Hansen, Morningstar Inc markets reporter, discusses how today’s market volatility could benefit investors who are focused on long-term investing. Mark Miller, Retirement Reboot author, calls the Medicare changes in 2024 at the pharmacy counter “the best news that few people seem to know about.”

    Apple’s Weak 2024 but Optimism for 2025

    Amazon’s Impressive First Quarter

    Eli Lilly’s Better-Than-Expected Q1

    Medicare's Falling Prescription Costs

    Why Are Medicare Prescription Costs Dropping?

    How Spending Caps Affect Seniors

    Expanded Access to Federal Assistance for Low-Income Seniors

    Will Interest Rates Stay Higher for Longer?

    How Have Interest Rates Weighed on Stocks?

    How Fewer Interest Rate Cuts Could Benefit Investors

    Key Takeaway

    Read about topics from this episode.

    Apple Earnings: A Weak 2024, but Optimism for 2025

    Amazon Earnings: AWS Growth Accelerates and Profit Margins Improve

    Eli Lilly Earnings: Strong Weight-Loss Drug Sales Expand Margins

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

    What Hot Inflation and Delayed Rate Cuts Mean for Investors

    What to watch from Morningstar.

    Magnificent Seven Stocks: What’s Going on With Apple, Tesla, and Alphabet?

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

    Make These Investing Moves Now for a Better Tax Day in 2025

    3 Cheap Stocks to Watch in the Fight Over Sports Streaming

    Read what our team is writing:

    Ivanna Hampton

    Mark Miller

    Sarah Hansen

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    Magnificent Seven Stocks: What’s Going on With Apple, Tesla, and Alphabet? May 03, 2024

    Sarah Hansen, Morningstar Inc markets reporter, explains why Apple and Tesla are diverging from the rest of the Magnificent Seven stocks. Also, details into a first ever dividend from Alphabet. Preston Caldwell, senior US economist for Morningstar Research Services, discusses why the Federal Reserve left higher interest rates in place and is changing its bond holdings.

    Alphabet’s First Dividend

    Boeing’s Focused on Recovering from Past Mistakes

    General Motors Strong Start to 2024

    The Magnificent Seven Stock Divergence

    Apple’s Fallen from Last Year’s Rally

    How Apple Could Reverse the Slide

    Why Investors Are Changing Their Minds About Tesla

    Morningstar’s Outlook for Tesla

    Higher Interest Rates Stick Around

    Read about topics from this episode.

    Alphabet Shares Surge on Strong Earnings, Dividend Surprise

    Boeing Earnings: Paying for Mistakes Made Long Ago, Taking Back the Factory Floor

    GM Earnings: Strong Start to 2024 Is Good Sign for Rest of the Year

    Magnificent No More? Apple and Tesla Stocks Are Weighing on the Market

    With Sticky March PCE Inflation, When Will the Fed Hit Its 2% Target?

    What to watch from Morningstar.

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

    Make These Investing Moves Now for a Better Tax Day in 2025

    3 Cheap Stocks to Watch in the Fight Over Sports Streaming

    How to Find a Great Dividend Fund

    Read what our team is writing:

    Ivanna Hampton

    Sarah Hansen

    Preston Caldwell

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    Covered Call and Buffer ETFs: Do the Pros Outweigh the Cons? Apr 26, 2024

    Netflix’s Incredible First Quarter

    United Flew Just Above Morningstar’s Expectations

    An Investing Guide for Every Life Stage

    What is Life-Stage Investing?

    Early Career Accumulation

    When Would Roth Accounts Make Sense for an Investor?

    Why Mid-Career Accumulation Can Be More Complicated

    Financial Priorities of Mid-Career Accumulators

    Covered-Call ETFs and Passive Strategies

    How Do Covered Call and Buffer ETFs Work?

    Which Kind of Investors Are These Strategies Designed For?

    Downsides to Buffer ETFs and Covered Call ETFs?

    Tax Concerns

    What ETF Fees Are Costing Investors?

    Read about topics from this episode.

    Register for the Morningstar Investment Conference!

    An Investing Guide for Every Life Stage

    An Investing Road Map for Early Career Accumulators

    An Investing Road Map for Midcareer Accumulators

    Active ETFs are Soaring. Should You Invest?

    Should You Own a Covered-Call ETF Like JEPI?

    What to watch from Morningstar.

    Make These Investing Moves Now for a Better Tax Day in 2025

    3 Cheap Stocks to Watch in the Fight Over Sports Streaming

    How to Find a Great Dividend Fund

    The 4% Retirement Rule is Just a Starting Point

    Read what our team is writing:

    Ivanna Hampton

    Margaret Giles

    Bryan Armour

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    Make These Investing Moves Now for a Better Tax Day in 2025 Apr 19, 2024

    Sheryl Rowling, editorial director for financial advice for Morningstar Inc, talks about four strategies to practice tax-efficient investing all year. Morningstar Sustainalytics’ director of stewardship Jackie Cook discusses three climate change resolutions this proxy-voting season, including one on Bank of America’s ballot.

    Tesla Appears It’s Focusing on Profits

    JPMorgan Chase Keeps Outlook Steady

    Climate Change Resolutions During Proxy-Voting Season

    Tax-Efficient Investing: 4 Moves to Make Now

    Read about topics from this episode.

    Tesla: Staff Reduction Confirms Our View of Focus on Profits In 2024

    JPMorgan Earnings: Bumper Profits Driven by Strong Net Interest Income and Trading Revenue

    4 Climate Votes That Matter in This Year’s Proxy-Voting Season

    What to watch from Morningstar.

    3 Cheap Stocks to Watch in the Fight Over Sports Streaming

    How to Find a Great Dividend Fund

    The 4% Retirement Rule is Just a Starting Point

    New Dividend Stocks: Can Meta and Salesforce Help Revive the Classic Strategy?

    Read what our team is writing:

    Ivanna Hampton

    Jackie Cook

    Sheryl Rowling

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

    3 Cheap Stocks to Watch in the Fight Over Sports Streaming Apr 12, 2024

    Matthew Dolgin, senior equity analyst for Morningstar Research Services, talks about why companies are focusing on sports streaming as competition heats up. Plus, the path they could take to improve their financial situations.

    Netflix’s Dominance

    Disney, Fox, and Warner Bros. Discovery’s New Sports-Focused Streaming Service

    How Companies Can Expand into Streaming

    The Role of Sports in Streaming

    NBA TV Deal

    Why are Apple and Amazon Tough Competitors?

    Streaming Services With Compelling Growth Stories

    Streaming Company Stock Picks

    Read about topics from this episode.

    Morningstar Magazine

    Paramount and Warner Bros. Discovery: Uncertainty Surrounds Customer Choices for Streaming

    Disney Earnings: Lots of Good, Especially for the Flashy Metrics, but Underlying Issues Remain

    Netflix Earnings: Performance and Outlook Impressive, but Subscriber Growth Should Moderate

    What to watch from Morningstar.

    How to Find a Great Dividend Fund

    The 4% Retirement Rule is Just a Starting Point

    New Dividend Stocks: Can Meta and Salesforce Help Revive the Classic Strategy?

    Self-Made Millionaire Tori Dunlap Embraces Mission to Make Women Rich

    Read what our team is writing:

    Ivanna Hampton

    Matthew Dolgin

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    How to Find a Great Dividend Fund Apr 05, 2024

    Dan Sotiroff and Todd Trubey, senior manager research analysts for Morningstar Research Services, discuss what makes a great dividend fund, the trade-offs that are costing some investors, and the risks to watch for.

    Dividend Income, Dividend Growth, and Dividend Income and Growth

    Dividend Fund Risks

    Should Dividend Yield Be a Top Priority?

    Dividend Funds vs Passive Options

    What Advantage Do Actively Managed Funds Have Over Broadly Diversified Passive Funds?

    How to Find a Great Dividend Fund

    Passively Managed Dividend Fund Picks

    Actively Managed Fund Picks

    Read about topics from this episode.

    What Makes a Great Dividend Fund?

    3 Great International Dividend ETFs for 2024

    The Best Dividend Funds

    What to watch from Morningstar.

    The 4% Retirement Rule is Just a Starting Point

    New Dividend Stocks: Can Meta and Salesforce Help Revive the Classic Strategy?

    Self-Made Millionaire Tori Dunlap Embraces Mission to Make Women Rich

    What’s Surprising Some Retirees About Their Social Security Benefits?

    Read what our team is writing:

    Ivanna Hampton

    Daniel Sotiroff

    Todd Trubey

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    The 4% Retirement Rule is Just a Starting Point Mar 29, 2024

    John Rekenthaler, vice president of research for Morningstar Research Services, explains how Morningstar’s study confirmed the 4% retirement rule and discusses why it’s important for new retirees to be flexible with their spending.

    Six Retirement Withdrawal Strategies that Stretch Savings

    What Has Changed with Retirement Withdrawal Rates?

    Trade Offs to a Conversative Start with Your Portfolio

    Risks and Benefits of Changing a Portfolio’s Stock Allocation

    Flexible Spending Strategies

    The Role of Guaranteed Income

    Key Takeaways

    Read about topics from this episode.

    Six Retirement Withdrawal Strategies that Stretch Savings

    Morningstar’s Retirement Income Research: Reevaluating the 4% Withdrawal Rule

    The Good News on Safe Withdrawal Rates

    The Best Flexible Strategies for Retirement Income

    What to watch from Morningstar.

    New Dividend Stocks: Can Meta and Salesforce Help Revive the Classic Strategy?

    Self-Made Millionaire Tori Dunlap Embraces Mission to Make Women Rich

    What’s Surprising Some Retirees About Their Social Security Benefits?

    SPY Vs VOO: Which of Warren Buffett’s Two ETFs Are a Better Bet?

    Read what our team is writing:

    Ivanna Hampton

    John Rekenthaler

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    New Dividend Stocks: Can Meta and Salesforce Help Revive the Classic Strategy? Mar 22, 2024

    David Harrell, editor of Morningstar DividendInvestor newsletter, explains why some income-focused investors may skip adding two new dividend stocks, Meta and Salesforce, to their portfolios. Preston Caldwell, senior US economist for Morningstar Research Services, talks about why he expects more rate cuts than the Federal Reserve’s projections.

    Adobe’s Strong Q1 & Disappointing Forecast

    Do Salesforce and Meta Pay Dividends?

    Meta and Salesforce New Dividends

    What Can Meta and Salesforce Shareholders Expect?

    Will Meta and Salesforce Diversify the Pool of Dividend-Paying Stocks?

    Mega-Cap Stocks and Dividend Investing

    Why We Think 5 Interest-Rate Cuts Are Coming in 2024

    Will Interest Rates Drop in 2024?

    When Will the Fed First Cut Interest Rates?

    Federal Reserve’s Longer-Term Outlook

    Read about topics from this episode.

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

    What Stock Investors Need to Know About Meta’s New Dividend

    Salesforce Earnings: Firm Declares a Dividend

    Fed on Track for June Rate Cuts and More

    What to watch from Morningstar.

    What’s Surprising Some Retirees About Their Social Security Benefits?

    SPY Vs VOO: Which of Warren Buffett’s Two ETFs Are a Better Bet?

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

    Should You Bet on Online Gambling Stocks Now?

    Read what our team is writing:

    Ivanna Hampton

    Preston Caldwell

    David Harrell

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    Self-Made Millionaire Tori Dunlap Embraces Mission to Make Women Rich Mar 15, 2024

    Tori Dunlap, the author of Financial Feminist, talks about why women should stop feeling guilty about their spending and why they should keep their finances separate from their partner’s.

    Her First $100K

    Loud Budgeting

    Why We Spend and How to Not Feel Guilty About It

    Should You Rent or Buy a Home?

    Women’s Economic Empowerment

    Financial Education as Protest

    Making More Women Rich

    How to Be Fearless When It Comes to Money

    Read about topics from this episode.

    The C-Suite Gender Pay Gap Persists. It’s Not About Pay Discrimination.

    Women Get Less Support Than Men For Key Board Roles

    The Percentage of Female Fund Managers Is Almost Exactly Where It Was 20 Years Ago

    What to watch from Morningstar.

    What’s Surprising Some Retirees About Their Social Security Benefits?

    SPY Vs VOO: Which of Warren Buffett’s Two ETFs Are a Better Bet?

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

    Should You Bet on Online Gambling Stocks Now?

    Read what our team is writing:

    Ivanna Hampton

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    What’s Surprising Some Retirees About Their Social Security Benefits? Mar 08, 2024

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

    Read more about these topics from this episode.

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

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

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

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

    What to watch from Morningstar.

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

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

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

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

    Read what our team is writing: Ivanna Hampton

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

    SPY Vs VOO: Which of Warren Buffett’s Two ETFs Are a Better Bet? Mar 01, 2024

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

    Walmart’s Q4 Exceeded Expectations

    Nvidia’s Stellar Quarter and AI Demand

    Home Depot Felt Macro Pressures in Q4

    Berkshire Hathaway Releases Its 13F

    SPY and VOO

    People and Process Pillar Ratings

    Why Does Vanguard Have a Better Rating?

    Structural Differences Between SPY and VOO

    Outlook for Vanguard in 2024

    Vanguard’s 2024 International Business Outlook

    Advice in 2024

    Read about topics from this episode.

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

    Nvidia Earnings: Revenue Boom Fuels AI Hype

    Home Depot Earnings: Prudently Navigating Macro Pressures With Strategic Execution

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

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

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

    What to watch from Morningstar.

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

    Should You Bet on Online Gambling Stocks Now?

    When Will the Fed Finally Cut Rates?

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

    Read what our team is writing:

    Ruth Saldanha

    Mo'ath Almahasneh

    Daniel Sotiroff

    Susan Dziubinski

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    How to Get the Most Out of Your Bond Investments Feb 23, 2024

    Maciej Kowara, strategist for Morningstar Research Services, and Alec Lucas, director of manager research for Morningstar Research Services, talk about what surprised them about their research about bond investments.

    Typical Bond Portfolio

    How to Create Portfolio Optimized for Best Risk-Adjusted Returns

    Sharpe-Optimized Portfolio

    Bank Loans and Corporate Bonds

    Why Should Investors Trust This Portfolio?

    Risk-Adjusted Portfolio vs. 60/40 Portfolio

    How Investors Can Use Our Research

    What Could Go Wrong with a Risk-Adjusted Portfolio?

    Read about topics from this episode.

    How to Invest Better With Bonds

    3 Bond Funds for All Yield Seasons

    The Best Bond ETFs

    What to watch from Morningstar.

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

    Should You Bet on Online Gambling Stocks Now?

    When Will the Fed Finally Cut Rates?

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

    Read what our team is writing:

    Ivanna Hampton

    Maciej Kowara

    Alec Lucas

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    Walmart Stock Split and Earnings Are Coming Up. What to Expect. Feb 16, 2024

    Noah Rohr, equity analyst for Morningstar Research Services, explains how Walmart’s stock split will work, and what he’s looking for in the retailer’s earnings report. Sylvester Flood, senior product manager for Morningstar Inc, tells Ruth Saldanha, editorial manager for Morningstar Research Inc, why the demand for spot bitcoin ETFs is expected to grow.

    Disney’s Climbing Margins in Q1

    Ford’s Cutting Costs After UAW Strike

    CVS 2024 Outlook Trimmed

    Walmart Stock Split

    Why Is Walmart Splitting Its Stock?

    Will This Stock Split Help Investors?

    What to Look for in Walmart’s Earnings

    Walmart Stock

    Spot Bitcoin ETFs

    How Much Money Went Into The Spot Bitcoin ETF Launch?

    ETF Flows

    How to Calculate ETF Flow Numbers

    New Net Money vs. Flow from One ETF to Another

    ‘Easy Button’ for Advisors Investing in Bitcoin

    Read about topics from this episode.

    Disney Earnings: Lots of Good, Especially for the Flashy Metrics, but Underlying Issues Remain

    Ford Earnings: Pricing Eases UAW Strike Damage

    CVS Earnings: Outlook Trimmed Due to Elevated Medical Utilization In Medicare Advantage Business

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

    Spot Bitcoin ETFs Are Here. Should You Invest?

    What to watch from Morningstar.

    Should You Bet on Online Gambling Stocks Now?

    When Will the Fed Finally Cut Rates?

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

    Why Now Is the Time for Value Investing

    Read what our team is writing:

    Ivanna Hampton

    Noah Rohr

    Ruth Saldanha

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    Should You Bet on Online Gambling Stocks Now? Feb 09, 2024

    Dan Wasiolek, a senior equity analyst for Morningstar Research Services, discusses the exciting opportunity to invest in gambling stocks. Larry Swedroe, author and Morningstar contributor, explains why chasing market performance and factoring in political beliefs into investing decisions can cost investors.

    Meta’s First Dividend

    Boeing on Pause for Quality Control

    Novo Nordisk’s Strong Sales in Q4

    The Gaming Industry and Online Gambling

    Flutter on the NYSE

    FanDuel vs. DraftKings

    Online Sports Betting

    Gambling Stocks

    3 Investing Lessons Investors Can Start Practicing Today

    Don’t Go Chasing Market Performance

    Why Do We Diversify?

    Do Your Political Beliefs Influence How You Invest?

    Read about topics from this episode.

    Meta Earnings: Strong Ad Growth, First Dividend Supercharge Stock Price

    Boeing Earnings: Quality Puts a Pause on 737 MAX Expansion

    Novo Nordisk Earnings: Strong Outlook Supported by Expanding Pipeline

    DraftKings Earnings: Robust Sales and Profit Outlook Dealt as Platform Wins With Customers

    12 Lessons the Market Taught Investors in 2023

    What to watch from Morningstar.

    When Will the Fed Finally Cut Rates?

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

    Why Now Is the Time for Value Investing

    AI Can Help Restaurants Innovate, But Will It Deliver Profits?

    Read what our team is writing:

    Ivanna Hampton

    Dan Wasiolek

    Larry Swedroe

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    When Will the Fed Finally Cut Rates? Feb 02, 2024

    Interest rates could likely be coming down, we discuss when, and we also talk about how much an ETF costs. And as the Magnificent Seven results start to roll in, are some of these stocks a buy?

    00:33 Tesla’s Slower Growth in 2024

    01:37 Verizon’s Strong Q4

    02:36 Netflix’s Booming Subscriber Growth

    03:31 The Total Cost of Owning an ETF

    04:19 Why Do the Costs of ETFs Vary?

    04:49 How Should Investors Measure ETF Holding Costs?

    05:39 Tracking Costs vs Tracking Error

    06:21 What Are Transaction Costs?

    06:51 Holding Costs vs Transaction Costs

    07:45 Fed Unlikely to Cut Interest Rates in March, but What About May?

    Read about topics from this episode.

    Tesla Earnings: Slower Growth Expected in 2024

    Verizon Earnings: Stellar Cash Flow and Pricing Discipline Bode Well

    Netflix Earnings: Performance and Outlook Impressive, but Subscriber Growth Should Moderate

    What Is the Total Cost of Owning an ETF?

    When Will the Fed Start Cutting Interest Rates?

    What to watch from Morningstar.

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

    Why Now Is the Time for Value Investing

    AI Can Help Restaurants Innovate, But Will It Deliver Profits?

    Betting Big on Stocks Rarely Beats Boring Investing

    Read what our team is writing:

    Ruth Saldanha

    Zachary Evens

    Preston Caldwell

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    Could Company 401(k)s Go the Way of IBM? Jan 26, 2024

    John Rekenthaler, vice president of research for Morningstar Research Services, discusses IBM’s 401(k) plan change and why many workers would want something similar. Nic Owens, an industrials equity analyst for Morningstar Research Services, talks about how Boeing’s 737 safety issues affect the company’s outlook and stock.

    Taiwan Semiconductor Manufacturing’s Improved Outlook

    Citigroup’s Disappointing Q4

    BP’s New CEO

    IBM Retirement Accounts

    IBM’s Retirement Benefit Account vs 401(k) Match Plan

    Why Did IBM Switch from a 401(k) Match to the Retirement Benefit Account?

    Advantages and Disadvantages

    Will Other Companies Follow IBM’s Lead?

    Boeing’s Manufacturing Flaws

    FAA Safety Alert Targets Older Boeing 737s

    How Is Boeing Improving Safety Standards?

    Boeing Stock Outlook

    Read about topics from this episode.

    Taiwan Semiconductor Earnings: Upbeat Guidance and Lower 2024 Capital Expenditure Encouraging

    Citigroup Earnings: Turnaround Remains Complex, Expense Management Is Promising

    Despite Trimming Some Targets, BP Still Holds One of the More Aggressive Transition Strategies

    Boeing: We Quantify the Fallout from 737 Manufacturing Defects Between $1 and $30 Per Share

    Has IBM Built the Next Generation’s 401(k) Plan?

    What to watch from Morningstar.

    Why Now Is the Time for Value Investing

    AI Can Help Restaurants Innovate, But Will It Deliver Profits?

    Betting Big on Stocks Rarely Beats Boring Investing

    5 Pieces of Good News for Investors as 2023 Wraps Up

    Read what our team is writing:

    Ivanna Hampton

    John Rekenthaler

    Nicolas Owens

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    Why Now Is the Time for Value Investing Jan 19, 2024

    Sarah Hansen, Morningstar Inc markets reporter, talks about different scenarios that could provide a boost to value investing in 2024. Bryan Armour, director of passive strategies research for North America for Morningstar Research Services, explains why spot bitcoin ETFs are the best option on the fund market for bitcoin investors.

    00:45 BlackRock’s Earnings Surpassed Morningstar’s Expectations

    01:48 Coinbase Benefits from Higher Trading Revenue

    02:58 Should You Invest in Spot Bitcoin ETFs?

    03:36 Spot Bitcoin ETF vs Bitcoin Futures ETF

    05:05 Bitcoin Risks to Investors

    06:15 What Investors Should Consider Before Buying a Spot Bitcoin ETF

    08:51 Could Value Stocks Take the Lead in 2024?

    09:57 Value Stocks vs Growth Stocks

    10:54 Opportunities for Investors

    11:54 Are Value Stocks Making a Comeback?

    Read about topics from this episode.

    BlackRock Earnings: GIP Acquisition Provides a Boost to Improving AUM Growth Forecast

    Is Coinbase Stock a Buy, a Sell, or Fairly Valued?

    Spot Bitcoin ETFs Are Here. Should You Invest?

    Will Value Stocks Take the Lead In 2024?

    What to watch from Morningstar.

    AI Can Help Restaurants Innovate, But Will It Deliver Profits?

    Betting Big on Stocks Rarely Beats Boring Investing

    5 Pieces of Good News for Investors as 2023 Wraps Up

    Charlie Munger, Warren Buffett Built Berkshire Hathaway to Thrive After They’re Gone

    Read what our team is writing:

    Ivanna Hampton

    Sarah Hansen

    Bryan Armour

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    AI Can Help Restaurants Innovate, But Will It Deliver Profits? Jan 12, 2024

    Sean Dunlop, an equity analyst for Morningstar Research Services, talks about how some restaurants are using artificial intelligence to tailor their menus to customers’ tastes and whether tip-flation is here to stay.

    Tech and the Restaurant Industry

    Can AI Speed Up Tech Evolution?

    How Digital Adoption Can Grow Bottom Lines

    "Tipflation” Frustration

    Loyalty Programs Lead to Higher Customer Spending

    Social Media and Advertising Buzz Restaurant Industry Forecast for 2024

    Restaurant Stock Opportunities

    Read about topics from this episode.

    Toast Earnings: Shares Fall on Lofty Expectations and Slowing Restaurant Sales and Are Now Cheap

    Restaurant Brands Earnings: Global Systemwide Sales Growth Encouraging, Modest Development Hiccup

    Yum Earnings: Digital Strength and Value Orientation Should Defend Results Despite Tough Backdrop

    Wendy’s Earnings: Solid Digital and International Progress Encouraging; Shares Slightly Cheap

    7 Charts On the AI Stock Boom One Year After ChatGPT’s Launch

    Where Are the Growth Opportunities in AI Investing?

    What to watch from Morningstar.

    Charlie Munger, Warren Buffett Built Berkshire Hathaway to Thrive After They’re Gone

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

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

    Make the Most of Your HSA Benefits and Investments in 2024

    Read what our team is writing:

    Ivanna Hampton

    Sean Dunlop, CFA

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    Betting Big on Stocks Rarely Beats Boring Investing Jan 05, 2024

    Jack Shannon, a senior manager research analyst for Morningstar Research Services, explains why some active fund managers’ bets on their highest conviction stock picks paid off, but their portfolio performance may not have shown it.

    What is a “Big Bet”?

    Active Managers Are Increasing Their Big Bets

    Did Big Bets Help or Hurt Portfolios?

    Wagering and the Magnificent Seven

    Can Market Concentration Explain Big Bets?

    Best and Worst Bets Over the Last 25 Years

    Did Winning Stock Pickers Beat The Benchmark Again?

    Key Takeaway for Investors

    Read about topics from this episode.

    The Best and Worst Mutual Fund Bets of the Past 25 Years

    How Have the Magnificent Seven’s Earnings Been Looking?

    Here’s Why Active ETFs Are So Hot Right Now

    Large-Growth Active Fund Managers Have Faced an Uphill Battle

    10% Stock Weights Are No Longer Shocking for Funds. Should They Be?

    What to watch from Morningstar.

    Charlie Munger, Warren Buffett Built Berkshire Hathaway to Thrive After They’re Gone

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

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

    Make the Most of Your HSA Benefits and Investments in 2024

    Read what our team is writing:

    Ivanna Hampton

    Jack Shannon

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    5 Pieces of Good News for Investors as 2023 Wraps Up Dec 22, 2023

    Tom Lauricella, Morningstar Inc’s global markets editor and Smart Investor newsletter editor, discusses some of this year’s biggest headlines including the Federal Reserve signaling an end to hiking interest rates, the bond market’s performance, and the AI boom.

    What to Expect from the Fed in 2024

    Inflation and Housing

    Dropping Bond Yields

    The Magnificent Seven Stocks

    Nvidia Stock vs Cisco Stock

    Who Is Next to Benefit from AI?

    Outlook for Obesity Drug Stocks

    The Bond Market in 2023

    2024 Outlook

    Read about topics from this episode.

    Fed Inches Closer to 2024 Rate Cuts

    How Have the Magnificent Seven’s Earnings Been Looking?

    Nvidia 2023 vs. Cisco 1999: Will History Repeat?

    7 Charts On the AI Stock Boom One Year After ChatGPT’s Launch

    Obesity Drug Stocks: Where to Invest Now

    The 4 Biggest Market Stories of 2023 — and What’s Next in 2024

    What to watch from Morningstar.

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

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

    Make the Most of Your HSA Benefits and Investments in 2024

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

    Read what our team is writing:

    Tom Lauricella

    Ivanna Hampton

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    Charlie Munger, Warren Buffett Built Berkshire Hathaway to Thrive After They’re Gone Dec 15, 2023

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

    Instacart’s Competition

    Lululemon’s Q3 Beats Morningstar’s Expectations

    Holiday Shopping Season and Consumer Spending

    Retailers’ Mood

    Sales Expectations

    How the Loss of Charlie Munger Could Impact Berkshire Hathaway

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

    Morningstar’s Outlook on Berkshire Hathaway’s Stock

    How Charlie Munger and Warren Buffett Inspired Investors

    Favorite Charlie Munger Quote

    Read about topics from this episode.

    Instacart: Market Dominance at Risk With Heightened Competition

    Lululemon Earnings: Strong Momentum Leading Into a Competitive Holiday Period

    November Jobs Report Shows Steady Strength In Hiring

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

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

    What to watch from Morningstar.

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

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

    Make the Most of Your HSA Benefits and Investments in 2024

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

    Read what our team is writing:

    Sarah Hansen

    Greggory Warren

    Ivanna Hampton

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    Why are Active ETFs Everywhere, and Are Investors Abandoning Mutual Funds? Dec 08, 2023

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

    Timestamps:

    Salesforce’s Strong Quarter

    Intuit’s Solid Top and Bottom Lines

    Snowflake’s Mixed Quarter Results

    What is Driving Interest in Active ETFs?

    Why Are There Such High ETF Flows?

    Are Active Investors Leaving Mutual Funds for Active ETFs?

    Advantages of Active ETFs

    Disadvantages of Active ETFs

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

    3 ETFs That Benefit From Higher Interest Rates

    Read about topics from this episode.

    Salesforce Earnings: MuleSoft Shines In Another Overall Good Quarter

    Intuit Inc

    Snowflake Earnings: Long-Term Upside Is Far From Melting

    Here’s Why Active ETFs Are So Hot Right Now

    What to watch from Morningstar.

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

    Make the Most of Your HSA Benefits and Investments in 2024

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

    Higher Bond Yields and Interest Rates Are Here to Stay

    Read what our team is writing:

    Ruth Saldanha

    Ryan Jackson

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    Timing the Market Doesn’t Work — We Did the Math Dec 01, 2023

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

    NVIDIA’s Outstanding Fiscal Q3 Revenue

    Cisco’s Gloomy Full-Year Outlook

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

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

    The Paris Agreement Calls for Progess Check at COP28

    What Are Governments Doing About Rising Global Temperatures?

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

    Investment Opportunities in Clean Energy Transition

    Should Investors Focus on Time in the Market?

    Does Market Timing Work?

    Market Signals for Investors

    Market Timing vs. Buy And Hold

    Why The Portfolio That Relies on the Market Timing Underperforms

    Remembering Charlie Munger

    Read about topics from this episode.

    Nvidia Earnings: Predictably Outstanding Results; Strong Forward Guidance

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

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

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

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

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

    What to watch from Morningstar.

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

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

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

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

    Read what our team is writing:

    Leslie Norton

    Adam Fleck

    Ivanna Hampton

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    Make the Most of Your HSA Benefits and Investments in 2024 Nov 24, 2023

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

    What is an HSA?

    HSA vs. FSA

    HSA Limits Are Increasing in 2024

    How To Maximize the Triple tax Benefit

    How to Switch an HSA Provider

    What to Look for When Shopping for a Health Savings Account

    Best HSAs for Spending

    Best HSAs for Investing

    Read about topics from this episode.

    What Happens to Your HSA in Retirement?

    What Can My HSA Be Used For?

    Can You Save Too Much in a Health Savings Account?

    The Best HSA Providers of 2023

    What to watch from Morningstar.

    New iShares Target-Date ETFs Provide Different Retirement Saving Path

    5 Scary Stocks for You to Avoid This Halloween

    Navigating Medicare Open Enrollment for 2024

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

    Read what our team is writing:

    Margaret Giles

    Greg Carlson

    Ivanna Hampton

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    Headwinds Hold Airlines Back, But Check Out These Travel Stocks for the Holidays Nov 17, 2023

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

    Uber’s Profit and Demand Cruised Ahead

    Roblox Reported Rise in Global Growth

    Kellanova Benefitted From Higher Prices

    Holiday Travel Season and North American Airlines

    How Southwest Airlines is Preparing for the Holidays

    What We Can Expect From Travel Demand and Ticket Prices

    Will a Low-Cost Airline Fail in 2024?

    Travel Stocks to Consider This Holiday Season

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

    Read about topics from this episode.

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

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

    Kellanova Co

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

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

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

    Why We Expect Inflation to Fall in 2024

    What to watch from Morningstar.

    Higher Bond Yields and Interest Rates Are Here to Stay

    New iShares Target-Date ETFs Provide Different Retirement Saving Path

    5 Scary Stocks for You to Avoid This Halloween

    Navigating Medicare Open Enrollment for 2024

    Read what our team is writing:

    Preston Caldwell

    Nicolas Owens

    Ivanna Hampton

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    Higher Bond Yields and Interest Rates Are Here to Stay Nov 10, 2023

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

    Apple’s Solid Fiscal Fourth Quarter

    Eli Lilly’s Diabetes Drug Lift in Q3

    McDonald’s Is Resilient Under Inflation Pressure

    ‘Higher for Longer’ Era

    Tight vs. Loose Financial Conditions

    'Higher-for-Longer' Side Effects

    Fixed-Income Market

    Opportunities for Investors

    Are Labor Unions Bad for Business?

    Risks and Benefits of a Unionized Workforce

    Can Unionized Companies Compete with Non-unionized Companies?

    GM, Ford, and Stellantis Uncertainty Ratings

    New iShares Target-Date ETFs Provide Different Retirement Saving Path Nov 03, 2023

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

    Amazon Impressed in Q3

    Google Ad Rebound Lifts Alphabet

    Visa Benefits from Travel Bounce Back

    BlackRock’s Bring Back Target-Date ETFs

    Changes to the ETF Space

    What is BlackRock Offering?

    ETFs vs. Mutual Funds

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

    Is BlackRock Successful?

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

    Read about topics from this episode.

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

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

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

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

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

    What to watch from Morningstar.

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

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

    Payment Pause Ends: Student Loan Expert Shares Repayment Tips

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

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

    Read what our team is writing:

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

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

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

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    5 Scary Stocks for You to Avoid This Halloween Oct 27, 2023

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

    Tesla’s Q3 Took a Hit

    Netflix’s Strong Subscriber Growth

    United Airlines Predicts Airline Industry Changes

    5 Scary Stocks

    What Makes These Stocks So Scary?

    What If You Own Scary Stocks The Year of Tech

    Supply Chain and XPO Stock

    Advertising and Content Tech

    Education Sector in China

    The Most Overvalued Stock

    How Often Investors Should Check on Stocks in Their Portfolios

    What’s Going on in the Banking Sector?

    Big and Regional Banks Q3 Earnings

    What is Net Interest Income?

    Regulatory Risk and Interest Rate Risk

    Bank Stock Picks

    Read about topics from this episode.

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

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

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

    2 Big Tech Stocks to Buy

    Q4 Stock Market Outlook: Equities Undervalued After Retreat

    What Rising Bond Yields Mean for Q3 Bank Earnings

    What to watch from Morningstar.

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

    TikTok: Risky Tax Advice and Supersize Valuations

    Payment Pause Ends: Student Loan Expert Shares Repayment Tips

    UAW Strike Raises Investor Risks

    Read what our team is writing:

    Ruth Saldanha

    David Sekera

    Ivanna Hampton

    Eric Compton

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    Navigating Medicare Open Enrollment for 2024 Oct 20, 2023

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

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

    itigroup Q3 Earnings Crushed Estimates

    Strong Travel Demand Lifted Delta’s Q3 Earnings

    Social Security and Medicare in 2024

    The New Social Security COLA

    2024 COLA and Retiree’s Budgets

    Traditional Medicare vs. Medicare Advantage

    Will Medicare Prescription Drug Prices Fall?

    Actively-Managed Funds vs. Passive Index Funds

    What Drove the Active Fund Rebound?

    Active Fund Managers’ Outperformance

    How to Choose a Winning Active Fund

    Read about topics from this episode.

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

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

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

    Should You Delay Taking Social Security Benefits?

    Social Security for Beginners, Part I

    2024 Medicare Parts A & B Premiums and Deductibles

    Actively Managed Funds Surprise in Market Rebound

    Large-Growth Active Fund Managers Have Faced an Uphill Battle

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

    What to watch from Morningstar.

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

    TikTok: Risky Tax Advice and Supersize Valuations

    Payment Pause Ends: Student Loan Expert Shares Repayment Tips

    UAW Strike Raises Investor Risks

    Read what our team is writing:

    Ivanna Hampton

    Ryan Jackson

    Mark Miller

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    Falling Mutual Fund and ETF Fees a ‘Big Win for Investors’ Oct 13, 2023

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

    Fund Fees History

    Fund Flow Trends

    Falling Fund Fees

    What is Happening with Retirement Accounts?

    Is There a Shift in the Financial Advice Industry?

    Why Investors May Not See Savings

    What is a ‘Greenium’?

    Vanguard Wins Cheapest Average Fund Fees

    How Low Can Fund Fees Go?

    Two Fund Picks

    Read about topics from this episode.

    Morningstar's U.S. Fund Fee Study

    Can Vanguard Still Compete on Fees?

    The Link Between Flows and Fund Ratings

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

    What to watch from Morningstar.

    Payment Pause Ends: Student Loan Expert Shares Repayment Tips

    UAW Strike Raises Investor Risks

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

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

    Read what our team is writing:

    Ivanna Hampton

    Bryan Armour

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    TikTok: Risky Tax Advice and Supersize Valuations Oct 06, 2023

    Tax expert Ed Slott explains why following some tax advice on TikTok could lead to an IRS audit. Jack Shannon, Morningstar Research Services’ senior manager research analyst, pits the valuation of privately held ByteDance against publicly traded rivals Meta and Snap.

    How are Companies like ByteDance Valued?

    Why Valuations Matter

    ByteDance and Tech’s 2023 Rally

    TikTok, Meta, and Snap

    TikTok’s Business Risks

    The “Unicorn of all Unicorns”

    IRS Releases Memo About TikTok Trend

    Audit Warning

    What the TikTok Trust Promoters Are Getting Wrong

    How to Protect Yourself

    Read about topics from this episode.

    How Mutual Funds Are Valuing TikTok, Twitter, and Other Private Companies https://www.morningstar.com/funds/how-mutual-funds-are-valuing-tiktok-twitter-other-private-companies

    The Best and Worst Mutual Fund Bets of the Past 25 Years https://www.morningstar.com/funds/best-worst-mutual-fund-bets-past-25-years

    IRS Chief Council Memo https://www.irs.gov/pub/lanoa/am-2023-006-508v.pdf

    What to watch from Morningstar.

    Payment Pause Ends: Student Loan Expert Shares Repayment Tips

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

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

    3 of the Best Robo-Advisors, and One of the Worst https://youtu.be/BSoSdJdUFKU?si=4K7BciRIHIq7Run9

    Stocks to Consider as the U.S. Pushes to Reclassify Cannabis https://youtu.be/fME1Oyit2CY?si=XbvRY1fz-etDjn4o

    Read what our team is writing:

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

    Jack Shannon https://www.morningstar.com/authors/2372/jack-shannon

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    Payment Pause Ends: Student Loan Expert Shares Repayment Tips Sep 29, 2023

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

    New-Home Sales Have Remained Resilient

    FedEx Missed Morningstar’s Expectations

    Microsoft’s Activision Blizzard Buyout

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

    How To Prepare for Student Loan Payments

    Younger Borrowers vs. Older Borrowers

    Shifting Student Debt

    Risks of Defaulting on Federal Student Loan Debt in Retirement

    The SAVE Repayment Plan

    What Rising Bond Yields Mean for Investors

    Read about topics from this episode.

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

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

    Activision Blizzard: Sale to Microsoft Will Likely Close in October

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

    Information on Limited Forgiveness Opportunities and Repayment Restart

    What to watch from Morningstar.

    UAW Strike Raises Investor Risks

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

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

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

    Read what our team is writing:

    Ivanna Hampton

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    UAW Strike Raises Investor Risks Sep 22, 2023

    Also, why Morningstar thinks the Federal Reserve will cut interest rates earlier than projected.
    Dave Whiston, U.S. autos equity analyst for Morningstar Research Services, says the demands from the UAW strike could bankrupt the Big Three automakers.
    Apple’s Innovation in Q3

    Smucker’s is Growing Its Snacking Portfolio

    Morningstar Expects More Deals from Disney

    An Unprecedented UAW Strike

    What are the UAW Strike Counteroffers?

    Advantages and Disadvantages of a Standup Strike

    Would Meeting the Strike’s Demands Make the Big Three Automakers Less Competitive?

    UAW Strike Risks to Investors

    15:54 Ford and GM Stocks

    17:21 We Expect Faster Pace of Interest-Rate Cuts Than the Fed

    Read about topics from this episode.

    Disney and Charter: A New Carriage Agreement Points to Improved Content Strategies https://www.morningstar.com/articles/1180340/disney-and-charter-a-new-carriage-agreement-points-to-improved-content-strategies

    Qualcomm: Supply Agreement With Apple Doesn’t Alter Our Long-Term Valuation https://www.morningstar.com/articles/1180169/qualcomm-supply-agreement-with-apple-doesnt-alter-our-long-term-valuation

    Smucker: Price Paid for Hostess Looks Fair, but Past Execution Mistakes Worry Investors

    https://www.morningstar.com/articles/1180281/smucker-price-paid-for-hostess-looks-fair-but-past-execution-mistakes-worry-investors

    What the First-Ever UAW Strike at All 3 Detroit Automakers Could Mean https://www.morningstar.com/stocks/what-first-ever-uaw-strike-all-three-detroit-automakers-could-mean

    When Will the Fed Start Cutting Interest Rates? https://www.morningstar.com/markets/when-will-fed-start-cutting-interest-rates

    What to watch from Morningstar.

    3 of the Best Robo-Advisors, and One of the Worst https://youtu.be/BSoSdJdUFKU?si=4K7BciRIHIq7Run9

    Stocks to Consider as the U.S. Pushes to Reclassify Cannabis https://youtu.be/fME1Oyit2CY?si=XbvRY1fz-etDjn4o

    “Ripped Off” to a “Better Deal” – How Investors Fared Since the Market-Timing Scandal https://youtu.be/yqmEo6PN7V0?si=hpAqff9EiQ2EEI2-

    Economy Outshines ‘Uneventful Earnings' https://youtu.be/SCR-epYX0ts?si=MQWffECd7EFSGj1l

    Read what our team is writing:

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

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

    David Whiston https://www.morningstar.com/authors/766/david-whiston

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    3 of the Best Robo-Advisors, and One of the Worst Sep 15, 2023

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

    Timestamps:

    What's a Robo-Advisor?

    Investor Benefits From Robo-Advisors

    Did 2022 Stand Up Against 2023?

    Tax Loss Harvesting

    Limitations of Digital Investment Advice

    Robo-Advice vs. Human Advice

    Robo-Advisor Fees

    The Best Robo-Advisors Advisors of 2023

    Schwab Intelligent Portfolios

    Fidelity Go

    Vanguard Robo-Advisor

    The Worst Robo-Advisor

    Read about topics from this episode.

    The Best Robo-Advisors of 2023

    What Is a Robo-Advisor?

    Should You Be Using a Robo-Advisor?

    Are Robo-Advisors Worth Your Investment?

    What to watch from Morningstar.

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

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

    Economy Outshines ‘Uneventful Earnings'

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

    Read what our team is writing:

    Ivanna Hampton

    Amy C. Arnott

    Gabriel Denis

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    Stocks to Consider as the U.S. Pushes to Reclassify Cannabis Sep 08, 2023

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

    Salesforce Soared Among the Clouds

    United Auto Workers Vote to Approve a Strike

    Best Buy’s Better Q2

    Cannabis Stocks Slow Growth

    HHS Recommends Rescheduling Cannabis

    Canadian Cannabis Companies

    Cannabis Stocks Look Cheap

    Cannabis Stock Outlook

    Read about topics from this episode.

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

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

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

    Cannabis Shares Rally On Recommendation for Less Stringent Prohibition

    What to watch from Morningstar.

    Economy Outshines ‘Uneventful Earnings'

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

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

    Interest-Rate Forecast: What’s Next?

    Read what our team is writing:

    Ruth Saldanha

    Kristoffer Inton

    Susan Dziubinski

    Dave Sekera

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    From “Ripped Off” to a “Better Deal” – How Investors Fared Since the Market-Timing Scandal Sep 01, 2023

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

    Timestamps:

    00:44 Will Investors Try Birkenstock on For Size?

    02:04 NVIDIA’s Sky-High Performance

    03:32 Mutual Fund Scandal’s 20th Anniversary

    22:19 5 Stocks to Sell Before Labor Day

    Read about topics from this episode.

    Birkenstock IPO: Will Investors Find the Price Uncomfortable?

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

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

    The 5 Biggest Mutual Fund Rating Upgrades of 2023

    3 High-Dividend Stocks to Avoid

    5 Stocks To Buy as Q2 Earnings Season Wraps Up

    What to watch from Morningstar.

    Economy Outshines ‘Uneventful Earnings'

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

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

    Interest-Rate Forecast: What’s Next?

    Read what our team is writing:

    Ivanna Hampton

    Russel Kinnel

    David Sekera

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    Economy Outshines ‘Uneventful Earnings’ Aug 25, 2023

    Episode notes: In today’s episode, Tom Lauricella, Morningstar Inc’s chief markets editor, talks about the strong economy and where investors can find some opportunities.

    Timestamps:

    Earnings Season Trends

    Apple and Amazon Earnings

    What Did We See from the Banks in Q2?

    Key Trends and the U.S. Economy

    Will There Be a Recession?

    Inflation Trends

    Fed and Interest Rates Outlook

    Stock Market Outlook

    Near-Term Stock Outlook

    What Headwinds Could the Stock Market Face?

    Takeaways forrom 2023

    Read about topics from this episode.

    July Jobs Report Suggests Economy on Track for ‘Immaculate Disinflation’

    Markets Brief: Is the Stock Rally Broadening?

    July CPI Report Cements Improved Inflation Picture

    5 Stocks To Buy as Q2 Earnings Season Wraps Up

    The Stock Market Is Now Fairly Valued. Here’s What to Do Next.

    Subscribe to Smart Investor! [IH1]

    What to watch from Morningstar.

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

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

    Interest-Rate Forecast: What’s Next?

    What To Do With Your Cash Right Now

    Read what our team is writing:

    Ivanna Hampton

    Tom Lauricella

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

    Microsoft Bets Big on AI: What Investors Should Know, Part Two Aug 17, 2023

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

    Timestamps:

    Big Tech and AI

    What Gives the More Established Companies an Edge?

    Small Companies and AI

    What’s Next for Microsoft and AI?

    How to Integrate AI

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

    AI Hype vs. AI Reality

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

    Microsoft Stock Outlook

    Read about topics from this episode.

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

    Microsoft and AI: Believe the Hype?

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

    Before Investing in AI Stocks, Consider This

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

    What to watch from Morningstar.

    Interest-Rate Forecast: What’s Next?

    What To Do With Your Cash Right Now

    Nasdaq 100 Rebalance: What It Means for Your Portfolio

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

    Read what our team is writing:

    Ivanna Hampton

    Dan Romanoff

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    Microsoft Bets Big on AI: What Investors Should Know, Part One Aug 10, 2023

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

    Timestamps:

    OpenAI’s Origin Story

    OpenAI Dropped ChatGPT-4

    Microsoft and Open AI Partnership

    What is AI’s Market Size?

    NVIDIA’s Role in Microsoft's AI

    Read about topics from this episode.

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

    Microsoft and AI: Believe the Hype?

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

    Before Investing in AI Stocks, Consider This

    What to watch from Morningstar.

    Interest-Rate Forecast: What’s Next?

    What To Do With Your Cash Right Now

    Nasdaq 100 Rebalance: What It Means for Your Portfolio

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

    Read what our team is writing:

    Ivanna Hampton

    Dan Romanoff

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    Interest-Rate Forecast: What’s Next? Aug 04, 2023

    In today’s episode, Preston Caldwell, senior U.S. economist for Morningstar Research Services, explains why he thinks the Federal Reserve is done raising interest rates and when he expects the cuts to start.

    Meta’s “App-y” Family

    Microsoft’s Strong Q4

    Barbie Boost Could Fall

    Interest Rates Outlook

    Will There Be Future Interest Rate Hikes?

    Inflation Is Falling

    The Economy is Strong

    How Long Will Economic Growth Last?

    When Will the Fed Start Cutting Interest Rates?

    Retiring Earlier Than Expected? How to Manage Your Finances

    Read about topics from this episode.

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

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

    When Will the Fed Start Cutting Interest Rates?

    Fed’s Powell Talks Tough After Rate Hike, But a Pause Seen Likely From Here

    4 Financial Tasks You Shouldn’t Put Off

    What to watch from Morningstar.

    What To Do With Your Cash Right Now

    Nasdaq 100 Rebalance: What It Means for Your Portfolio

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

    Firing Your Financial Advisor? When To Stay, When To Go

    Read what our team is writing:

    Ivanna Hampton

    Preston Caldwell

    Christine Benz

    Susan Dziubinski

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    What To Do With Your Cash Right Now Jul 28, 2023

    In today’s episode, Madeline Hume, a NEXT senior research analyst for Morningstar Research Services, talks about how high cash rates will affect bonds.

    Netflix Surpassed Expectations

    United Airlines Q2 Results Soared

    PNC Projected Slower Growth

    Inflation, Cash, and Bonds

    Bond Outlook 2023

    Why Should Investors Consider Bonds?

    Opportunity Costs of Holding Money in Bond Funds

    Income In Investor’s Portfolio

    5 Surprising Investments That Shouldn’t Be Long-Term Core Holdings

    Read about topics from this episode.

    Netflix Earnings: Solid Results as Paid Sharing Boosts Subscriber Growth

    United Airlines Earnings: Robust Q2, but Costs Rising on Upgrades and New Labor Agreements

    PNC Earnings: Funding Pressure Remains, but Smaller Changes to Outlook\

    Is It Time to Break Up With the Bonds in Your Portfolio?

    What Role Should Cash Play in Your Portfolio?

    What to watch from Morningstar.

    Nasdaq 100 Rebalance: What It Means for Your Portfolio

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

    Firing Your Financial Advisor? When To Stay, When To Go

    Midyear Market News: 'Unusual' Stock Rally and Today’s Sticky Inflation

    Read what our team is writing:

    Ruth Saldanha

    Madeline Hume

    Christine Benz

    Amy C. Arnott

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    Ruth Saldanha on Twitter: @karishmaruth

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    Nasdaq 100 Rebalance: What It Means for Your Portfolio Jul 21, 2023

    In today’s episode, Ryan Jackson, a manager research analyst for Morningstar Research Services, talks about how the Nasdaq 100 rebalancing will affect Invesco QQQ Trust and other funds tracking the growth-focused index.

    Timestamps

    JPMorgan Starts Strong in Q3

    Threads Breaks Records, but Will It Produce Profits?

    Uber and Dominos Deliver a New Deal

    The Nasdaq 100 Needs Changing

    What is the Nasdaq 100?

    The ‘Magnificent Seven’

    The Nasdaq’s Special Rebalance

    Which Companies Will Gain from the Rebalance?

    How Will the Nasdaq’s Rebalance Affect ETFs?

    Money Market Funds vs. CDs: How To Choose

    Read about topics from this episode.

    JPMorgan Earnings: Revenue Outlook Increased Again as Higher Rates Boost Net Interest Income

    Meta Platforms: An Impressive Start for Threads, but Questions Remain

    Uber: Strong Network Effect Has Brought Domino’s Onboard

    What the Nasdaq 100 Rebalance Means for ETF and Index Fund Investors

    7 Charts on U.S. Fund Flows in the First Half of 2023

    ETFs Close Mild First Half with an Exclamation Point

    Choosing a Better Index ETF

    What to watch from Morningstar.

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

    Firing Your Financial Advisor? When To Stay, When To Go

    Spot Hidden Crypto Stocks and Funds in Your Portfolio

    Midyear Market News: 'Unusual' Stock Rally and Today’s Sticky Inflation

    Read what our team is writing:

    Ivanna Hampton

    Ryan Jackson

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    Ivanna Hampton on Twitter: @IvannaHampton

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    Hiring a Financial Advisor? Honesty Counts (With Yourself, Too) Jul 14, 2023

    In today’s episode, Morningstar Inc’s Dr. Danielle Labotka, behavioral scientist, and Sam Lamas, senior behavioral researcher, explore the emotions around asking for help with money.

    How Many People in the U.S. Work with Financial Advisors?

    Financial Need and Financial Advisors

    Most Common Reasons for Hiring a Financial Advisor

    Behavioral Coaching

    What If It’s Not a Match?

    What Should You Ask Yourself Before Hiring an Advisor?

    Read about topics from this episode.

    Firing Your Financial Advisor? When To Stay, When To Go

    Spot Hidden Crypto Stocks and Funds in Your Portfolio

    Why Advisors Shouldn’t Worry About Losing Trust During Market Volatility

    More Investing Tools Won’t Solve All Your Problems

    What to watch from Morningstar.

    Firing Your Financial Advisor? When To Stay, When To Go

    Midyear Market News: 'Unusual' Stock Rally and Today’s Sticky Inflation

    Turning a ‘Hard No’ Into Financial Freedom

    Read what our team is writing:

    Ivanna Hampton

    Danielle Labotka

    Samantha Lamas

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    Ivanna Hampton on Twitter: @IvannaHampton

    Samantha Lamas on Twitter: @SamanthaLamas4

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    Firing Your Financial Advisor? When To Stay, When To Go Jul 07, 2023

    In today’s episode, Morningstar Inc’s Sam Lamas, senior behavioral researcher, and Dr. Danielle Labotka, behavioral scientist, discuss the importance of setting expectations on both sides.

    Why Do Investors Stop Working with Financial Advisors?

    6 Most Common Reasons to Fire an Advisor

    What Are Investors Actually Looking For?

    Quality, Cost, and Performance Factor

    Money Conversations with Your Advisor

    How To Repair Your Relationship with Your Financial Advisor

    Who Is Most Likely to Breaking Up with an Their Advisor?

    Read about topics from this episode.

    Why Do Investors ‘Break Up’ With Their Financial Advisor?

    Why Advisors Shouldn’t Worry About Losing Trust During Market Volatility

    More Investing Tools Won’t Solve All Your Problems

    Even Advisors Aren’t Immune to Overconfidence Bias

    What to watch from Morningstar.

    Spot Hidden Crypto Stocks and Funds in Your Portfolio

    Midyear Market News: 'Unusual' Stock Rally and Today’s Sticky Inflation

    Turning a ‘Hard No’ Into Financial Freedom

    Gain From the Weight-Loss Trend With These Stocks

    Read what our team is writing:

    Ivanna Hampton

    Danielle Labotka

    Samantha Lamas

    Follow us on social media.

    Ivanna Hampton on Twitter: @IvannaHampton

    Samantha Lamas on Twitter: @SamanthaLamas4

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    Spot Hidden Crypto Stocks and Funds in Your Portfolio Jun 30, 2023

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

    What Makes Digital Assets Different from Traditional Assets?

    Unintended Cryptocurrency Exposures

    Companies With Crypto Exposure

    Bitcoin’s Extreme Volatility

    How Do Funds Invest in Cryptocurrency?

    Bank Collapse Ripple Effects

    Bitcoin and Altcoins During Bull and Bear Markets

    Is Crypto a Hedge Against Stocks and Inflation?

    How Do Investors Uncover Hidden Crypto Exposure?

    Where Should Investors Invest?

    Read about topics from this episode.

    The Crypto ETP Market in 6 Charts

    Uncovering the Hidden Crypto Exposures in Your Investment Portfolio

    Are Crypto ETFs Coming?

    What High Inflation Means for Your Portfolio

    What to watch from Morningstar.

    Midyear Market News: 'Unusual' Stock Rally and Today’s Sticky Inflation

    Turning a ‘Hard No’ Into Financial Freedom

    Gain From the Weight-Loss Trend With These Stocks

    Double Trouble: How the Dot-Com and Tech Bubbles Compare

    Read what our team is writing:

    Ivanna Hampton

    Manan Agarwal

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    Ivanna Hampton on Twitter: @IvannaHampton

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    Midyear Market News: 'Unusual' Stock Rally and Today’s Sticky Inflation Jun 23, 2023

    In today’s episode, Tom Lauricella, Morningstar Inc’s chief markets editor and Smart Investor newsletter editor, talks about the hype versus reality in the AI boom and the optimism about a soft landing.

    Timestamps

    00:00 Introduction

    00:31 The Fed Holds Rates Steady

    01:39 Bank Failures

    02:31 Jerome Powell’s Thoughts On Inflation

    03:26 Outlook For Interest Rate Cuts

    04:25 Are We in a Bull Market?

    05:20 Concentrated Stock Markets

    07:08 AI and the Stock Market Rally

    08:13 Look Under the AI Hood

    09:04 Bonds in 2023

    10:24 Bond Investors Looking for High Yields

    11:35 Market Takeaways for 2023

    Read about topics from this episode.

    May CPI Report Suggests Inflation Is Turning a Corner https://www.morningstar.com/markets/may-cpi-report-suggests-inflation-is-turning-corner

    Strong May Jobs Report Shows Any Recession is Still Out on the Horizon https://www.morningstar.com/markets/strong-may-jobs-report-shows-any-recession-is-still-out-horizon

    Fed Meeting Preview: Will Powell Unveil a Rate-Hike Pause or a ‘Skip’? https://www.morningstar.com/markets/fed-meeting-preview-will-powell-unveil-rate-hike-pause-or-skip

    U.S. Stock Market Outlook: June 2023 https://www.morningstar.com/markets/us-stock-market-outlook-june-2023

    5 Charts On the Super Concentrated Stock Market https://www.morningstar.com/markets/5-charts-about-super-concentrated-stock-market

    What Is Bitcoin Worth? https://www.morningstar.com/alternative-investments/what-is-bitcoin-worth

    BlackRock’s Rieder: Grab High Yields on Super-Safe Bonds While You Can https://www.morningstar.com/markets/blackrocks-rieder-grab-high-yields-super-safe-bonds-while-you-can

    Regulatory Limbo Likely for Coinbase as SEC Brings Charges https://www.morningstar.com/stocks/sec-brings-charges-against-coinbase

    What to watch from Morningstar.

    Gain From the Weight-Loss Trend With These Stocks https://youtu.be/MwxQTNZ2L5w

    Double Trouble: How the Dot-Com and Tech Bubbles Compare https://youtu.be/4_mP4nftQss

    What to Do as Recession Fears Grip Investors https://youtu.be/F-hCrdpxWKI

    Just Where’s the U.S. Economy Headed? https://youtu.be/IiZGjhUcPoE

    Read what our team is writing:

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

    Tom Lauricella https://www.morningstar.com/authors/1953/tom-lauricella

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    Ivanna Hampton on Twitter: @IvannaHampton

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    Turning a ‘Hard No’ Into Financial Freedom Jun 16, 2023

    In today’s episode, Kiersten and Julien Saunders, rich & REGULAR podcast hosts and authors of “Cashing Out,” discuss how they made FIRE work for their lifestyle, the weight of building generational wealth, and why “elevating the everyday” is important.

    rich & REGULAR hosts at the Morningstar Investment Conference

    Are You Comfortable Talking About Money?

    Joining the FIRE Movement

    Building Generational Wealth

    The Racial Wealth Gap

    How to Turn a Side Hustle into Extra Wealth

    "Are We…an Aldi Family Now?”

    Money Conversations and Pursuing Financial Freedom

    Read about topics from this episode.

    How to Have More Productive Conversations About Money

    Can You Retire Soon?

    How to Find Funds That Address Systemic Racism and the Wealth Gap

    11 Charts Examining the Racial Wealth Gap

    How to Achieve Black Generational Wealth

    What to watch from Morningstar.

    Gain From the Weight-Loss Trend With These Stocks

    Double Trouble: How the Dot-Com and Tech Bubbles Compare

    What to Do as Recession Fears Grip Investors

    Just Where’s the U.S. Economy Headed?

    Read what our team is writing:

    Ivanna Hampton

    Follow us on social media.

    Ivanna Hampton on Twitter: @IvannaHampton

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    Gain From the Weight-Loss Trend With These Stocks Jun 09, 2023

    Everyone’s been talking about the drug semaglutide, used to treat Type 2 diabetes. It’s marketed under the brand names Ozempic, Wegovy, and now, Mounjaro. Are any of the drugmakers a buy?

    Salesforce’s Successful Quarter

    HP is Having Problems

    Macy’s Misses the Mark

    Diabetes Drugs Take Over

    Biotech Frontrunners

    Why is Pfizer Underperforming?

    Semaglutide Risks

    Biotech Stock Picks

    What Higher Yields Mean for Retired ‘Bucket’ Investors

    Read about topics from this episode.

    Salesforce Earnings: Margins Shine As New Signs of Pressure Remove Some Luster

    HP Earnings: Sales Remain Soft, Although Improvement Is on the Horizon; Shares Fairly Valued

    Macy’s Earnings: Lowered Outlook on Waning Spending Overshadows Positives; Shares Undervalued

    Novo Nordisk and Eli Lilly Lead Potential $60 Billion Obesity Drug Market; Valuations Look Rich

    Obesity Drug Stocks: Time to Buy?

    What to watch from Morningstar.

    Double Trouble: How the Dot-Com and Tech Bubbles Compare

    What to Do as Recession Fears Grip Investors

    Just Where’s the U.S. Economy Headed?

    Active ETFs Take Off –– 3 Ideas for Investors

    Read what our team is writing:

    Ruth Saldanha

    Karen Andersen

    Susan Dziubinski

    Christine Benz

    Follow us on social media.

    Ruth Saldanha on Twitter: @karishmaruth

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    Double Trouble: How the Dot-Com and Tech Bubbles Compare Jun 02, 2023

    In today’s episode, Jack Shannon, equities strategies senior analyst for Morningstar Research Services, talks about why active fund managers seemed to repeat the same mistakes.

    • Why did you decide to analyze these two investing periods?
    • Examples of the market chasing companies pursuing growth at any cost
    • What do you think drove active fund managers to snap up growth stocks as valuations skyrocketed?
    • How can individual investors spot a bubble?
    • Tech Bubble damage
    • What surprised you when you compared the Dot-Com and Tech Bubbles?
    • How did the interest rate environments play a role?

    Read about topics from this episode.

    For Growth Managers, History Repeats Itself

    Want to Invest Successfully? Quit Trying to Make Sense of It

    What to watch from Morningstar.

    What to Do as Recession Fears Grip Investors

    Just Where’s the U.S. Economy Headed?

    Active ETFs Take Off –– 3 Ideas for Investors

    Berkshire Hathaway: 4 Questions and 5 Cheap Stocks

    Read what our team is writing:

    Ivanna Hampton

    Jack Shannon

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    What to Do as Recession Fears Grip Investors May 26, 2023

    In today’s episode, Mark Miller, a Morningstar contributor, and author of “Retirement Reboot,” discusses the debate over whether HSAs are the right path to expand affordable healthcare.

    Home Depot Gets Hit

    Investors Should Wait on Target

    Walmart Wows in Economic Environment

    Shopping for a 529 Plan?

    HSA Boost in 2024

    New HSA Contributions

    HSAs May Work Best as Tax Shelters

    Using HSAs in New Ways

    Paths to Healthcare Coverage

    How To Recession-Proof Your Portfolio

    Read about topics from this episode.

    Walmart Earnings: Solid Sales as Chain Benefits from Consumers’ Focus on Value

    Target Earnings: Theft, Mix Weigh on Earnings, but Distribution Improvements Should Help in Long Term

    Home Depot Earnings: Tough Macro Environment Weighs on Sales Momentum

    529 Tax Benefits: How Does Your State Stack Up?

    HSAs May Work Best as Tax Shelters

    What’s the Best-Performing Asset Type During a Recession?

    What to watch from Morningstar.

    Just Where’s the U.S. Economy Headed?

    Active ETFs Take Off –– 3 Ideas for Investors

    Berkshire Hathaway: 4 Questions and 5 Cheap Stocks

    Morningstar Investment Conference: Recession Risks and the Markets

    Read what our team is writing:

    Ivanna Hampton

    Mark Miller

    Christine Benz

    Susan Dziubinski

    Follow us on social media.

    Ivanna Hampton on Twitter: @IvannaHampton

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    Just Where’s the U.S. Economy Headed? May 19, 2023

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

    Introduction

    Disney’s Disappointing Fiscal Q2

    PayPal Strong Start to 2023

    Shopify’s Stellar Quarter

    Talk about where it looks like inflation is headed. -

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

    What's happening in the jobs market?

    What is the debt ceiling and how does it work?

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

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

    3 Inflation-Fighting ETFs

    Read about topics from this episode.

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

    PayPal Earnings: Growth Picks Up, Strong Margin Improvement

    Shopify Earnings: Strong Results as Revenue and Profitability Top Expectations

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

    When Will the Fed Start Cutting Interest Rates?

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

    What to watch from Morningstar.

    Active ETFs Take Off –– 3 Ideas for Investors

    Berkshire Hathaway: 4 Questions and 5 Cheap Stocks

    Morningstar Investment Conference: Recession Risks and the Markets

    Planning to Retire Soon? Flexibility and Spending Count

    Read what our team is writing:

    Ivanna Hampton

    Preston Caldwell

    Daniel Sotiroff

    Follow us on social media.

    Ivanna Hampton on Twitter: @IvannaHampton

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    Active ETFs Take Off –– 3 Ideas for Investors May 12, 2023

    In today’s episode, Bryan Armour, director of passive strategies research for North America for Morningstar Research Services, discusses what costs can tell investors about a fund’s success.

    • Introduction
    • Apple outperforms in iPhone and services
    • SoFi Technolgies benefit from more deposits and rising interest rates
    • Ford's first-quarter earnings beat estimates
    • Coinbase’s losses narrow
    • The Active ETF boom & 3 investment ideas
    • Best Practices for Tax-Efficient Portfolio Management

    Read about topics from this episode.

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

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

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

    Reducing Fair Value Estimate for Coinbase

    The New Frontier of Active Investing

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

    What to watch from Morningstar.

    Berkshire Hathaway: 4 Questions and 5 Cheap Stocks

    Morningstar Investment Conference: Recession Risks and the Markets

    Planning to Retire Soon? Flexibility and Spending Count

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

    Read what our team is writing:

    Ivanna Hampton

    Bryan Armour

    Follow us on social media.

    Ivanna Hampton on Twitter: @IvannaHampton

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    Berkshire Hathaway: 4 Questions and 5 Cheap Stocks May 05, 2023

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

    Timestamps:

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

    Microsoft reported a strong fiscal third quarter

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

    Southwest Airlines’ first quarter results arrived as expected.

    Berkshire Hathaways' annual meetings

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

    Charlie Munger issued a warning about commercial property loans

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

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

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

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

    4 Great Dividend Funds

    Read about topics from this episode.

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

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

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

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

    Is Berkshire Hathaway Stock a Buy Today?

    10 Questions for Berkshire Hathaway’s 2023 Annual Meeting

    What to watch from Morningstar.

    Morningstar Investment Conference: Recession Risks and the Markets

    Planning to Retire Soon? Flexibility and Spending Count

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

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

    Read what our team is writing:

    Ivanna Hampton

    Greggory Warren

    Follow us on social media.

    Ivanna Hampton on Twitter: @IvannaHampton

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    Morningstar Investment Conference: Recession Risks and the Markets Apr 28, 2023

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

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

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

    Growth stocks outlook

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

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

    International stocks outlook

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

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

    What themes emerged from the conference?

    What surprised you at the conference this year?

    Read about topics from this episode.

    When Will the Fed Start Cutting Interest Rates?

    Climate Tech Opportunities Attract Investors

    Should You Be Worried About the Health of Social Security?

    Don’t Fight the Fed

    Social Security Planning for Married Couples

    What’s Ahead for Vanguard in 2023

    7 Cheap EV Supply Chain Stocks

    What’s Ahead for BlackRock in 2023

    What to watch from Morningstar.

    Planning to Retire Soon? Flexibility and Spending Count

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

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

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

    Read what our team is writing:

    Ivanna Hampton

    Tom Lauricella

    Russel Kinnel

    Follow us on social media.

    Russel Kinnel on Twitter: @RussKinnel

    Ivanna Hampton on Twitter: @IvannaHampton

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    Planning to Retire Soon? Flexibility and Spending Count Apr 21, 2023

    In today’s episode, Leslie Norton, Morningstar Inc’s editorial director for sustainability, talks about Earth Day 2023 and sustainable investing.

    • JPMorgan Chase’s Profits Look Strong
    • Delta’s Soaring Operating Costs
    • Warner Bros. Releasing “Max”
    • Investment in Climate Tech
    • The Inflation Reduction Act and Greenhouse Gas Emissions
    • Carbon Tech’s Record-Breaking Year
    • Tough Market Climate for Climate Tech
    • What Should Investors Know About Sustainable Investing and Earth Day?
    • Earth Day 2023 coverage on Morningstar.com
    • Can You Retire Soon?

    Read about topics from this episode.

    JPMorgan Beats Earnings, Grows Deposits, and Raises Revenue Outlook.

    Warner Bros. Discovery’s Has In-Line End to 2022

    Delta Earnings: Postpandemic Wanderlust and Pinched Capacity Offer a Rare Opportunity for Airlines

    Earth Day 2023: 3 Food and Agriculture Stocks to Add to Your Shopping Basket

    Earth Day 2023: Can’t Plant a Tree? These 2 Lumber Stocks Score High on Sustainability

    Earth Day 2023: 6 Top-Rated Funds From Sustainable-Investing Pioneers

    Earth Day 2023: What to Know About Carbon-Capture Technologies

    How Worried Should New Retirees Be About Market Losses and High Inflation?

    What’s a Safe Withdrawal Rate Today?

    What to watch from Morningstar.

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

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

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

    Why the Nasdaq 100 Isn’t a Particularly Good Investment

    Read what our team is writing:

    Ivanna Hampton

    Leslie Norton

    Follow us on social media.

    Leslie Norton on Twitter: @leslienortonnyc

    Ivanna Hampton on Twitter: @IvannaHampton

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    Where Can the Automotive Industry Go From Here?: Part Two Apr 14, 2023

    In this two-part episode, Dave Whiston, U.S. autos equity analyst for Morningstar Research Services, discusses the industry’s outlook and two cheap stocks.

    • Reasons to be optimistic about U.S. auto demand
    • How are automakers going to convince people to buy or lease a new car?
    • Will the trend of new car loan terms stretching out continue?
    • Why drivers are now favoring crossovers and SUVs over sedans
    • Tesla vs. GM electric vehicles
    • GM is calling itself an auto tech company
    • Cheap Auto Stock Picks

    Read about topics from this episode.

    4 Auto Stocks to Buy in 2023

    5 ESG Risks and 5 Bargains in Auto Stocks

    Is Tesla Stock a Buy or Sell Right Now?

    What to watch from Morningstar.

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

    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?

    Read what our team is writing:

    David Whiston

    Ivanna Hampton

    Follow us on social media.

    Ivanna Hampton on Twitter: @IvannaHampton

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    Where Can the Automotive Industry Go From Here?: Part One Apr 07, 2023

    In this two-part episode, Dave Whiston, U.S. autos equity analyst for Morningstar Research Services, discusses the industry’s outlook and two cheap stocks.

    00:11 Introduction

    00:42 Themes in the auto industry for 2023

    01:28 Where does auto inventory stand now?

    03:21 Which automakers took the brunt of this inventory drop?

    05:37 When are used car prices expected to come down?

    09:06 Recommendations for car buyers

    09:51 What’s the trickledown effect on leasing?

    11:29 Could we see an auto bubble?

    13:46 The auto industry recession

    17:36 Where can the U.S. auto industry go from here?

    Read about topics from this episode.

    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: @IvannaHampton

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    How Do Vanguard’s Target-Date Funds Stack Up? Mar 31, 2023

    In today’s episode, Seth Goldstein, equities strategist for Morningstar Research Services, discusses the global forecast for electric vehicle expansion.

    00:06 Introduction

    00:35 Cash App owner pushes back against fraud claims

    01:57 T. Rowe Price faces headwinds

    02:56 Vanguard Dividend Growth’s manager to step down

    04:05 Investing in the battery electric vehicle supply chain

    08:00 Has Vanguard’s target-date fund series lost its edge?

    Read about topics from this episode.

    Short-Seller Hindenburg Claims Block’s Cash App Is Built on Fraud

    T. Rowe Price Continues to Face Headwinds Created by a Rising Interest Rate Environment

    Vanguard Dividend Growth’s Longtime Manager to Step Down in 2024

    What to watch from Morningstar.

    Why the Nasdaq 100 Isn’t a Particularly Good Investment

    Why the Banking Crisis Is a Big Deal

    Where to Invest: Stocks or CDs?

    Is Berkshire Hathaway Stock a Buy After Rocky Results?

    Read what our team is writing:

    Megan Pacholok

    Jason Kephart

    Follow us on social media.

    Ivanna Hampton on Twitter: @IvannaHampton  

    Jason Kephart on Twitter: @JasonKephart

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    Why the Nasdaq 100 Isn’t a Particularly Good Investment Mar 24, 2023

    Most people think buying any one of the major U.S. indexes is a good bet, but we tell you why the Nasdaq 100 isn’t a particularly good investment, and you can gain some valuable insights into your financial and investment plans from your tax forms.

    00:06 Introduction

    00:25 T-Mobile Is Buying Mint Mobile

    01:25 Uber, Lyft, and Door Dash Drivers Can Remain Independent Contractors

    02:21 Potential TikTok Ban Could Benefit Rivals

    03:18 Why the Nasdaq 100 Falls Short

    10:06 What You Can Learn From Your Tax Return

    Read about topics from this episode.

    T-Mobile Takes a Small Strategic Threat off the Table by Buying Mint

    Uber, Lyft, and DoorDash Receive a Favorable California Appeals Court Ruling; No FVE Changes

    Potential TikTok Ban in U.S. Would Benefit Google, Meta, and Snap

    Why the Nasdaq Isn’t a Particularly Good Investment

    What to watch from Morningstar.

    Why the Banking Crisis Is a Big Deal

    Where to Invest? Stocks or CDs?

    Is Berkshire Hathaway Stock a Buy After Rocky Results?

    Should You Fund Your 401(k) First or Your IRA?

    Read what our team is writing:

    Ryan Jackson

    Christine Benz

    

    Follow us on social media.

    Ruth Saldanha on Twitter: @KarishmaRuth

    Ryan Jackson on Twitter: @TheETFObserver

    Christine Benz on Twitter: @Christine_Benz

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    Why the Banking Crisis Is a Big Deal Mar 17, 2023

    In today’s episode, Travis Miller, an energy and utilities strategist for Morningstar Research Services, discusses the potential earnings growth for the utilities sector, and which stocks are undervalued.

    00:06 Introduction

    00:35 Pfizer to Acquire Cancer Drug Developer

    01:44 Adidas Wheezes

    02:51 Squarespace Subscriptions Are Solid, But Are They Enough?

    04:10 What’s Ahead in the Utilities Sector?

    05:08 The Inflation Reduction Act includes credits for energy-saving home improvements and electric vehicles. How are utilities preparing for the rise in electricity demand?

    06:11 What kind of financial support will utilities need to carry out this plan?

    07:46 Why should investors consider earnings growth, too?

    08:44 Now, what are your expectations this year for dividends?

    09:20 Now, if investors are looking to invest in utilities, where should they look?

    10:40 Utilities sector stock picks

    13:21 Don’t Ignore the Banking Crisis

    Read about topics from this episode. 

    Utilities Suddenly a Growth Sector?

    Why Investors Should Care About the Banking Scare

    Pfizer's Seagen Deal Should Help Offset Upcoming Patent Losses; No Fair Value Estimate Impact

    Much Has Gone Wrong for Adidas Recently, but Its Status as a Popular Global Sportswear Brand Holds

    Squarespace Earnings: Resilient Retention and Strong Bookings Growth Even After Price Increases

    What to watch from Morningstar. 

    Where to Invest: Stocks or CDs?

    Is Berkshire Hathaway Stock a Buy After Rocky Results?

    Should You Fund Your 401(k) First or Your IRA?

    With IRA Deadline Looming, Don’t Make These Mistakes 

    Read what our team is writing: 

    Travis Miller

    Tom Lauricella  

    Damien Conover 

    David Swartz

    Follow us on social media. 

    Ivanna Hampton on Twitter: @ivannahampton  

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    Where to Invest: Stocks or CDs? Mar 10, 2023

    In today’s episode, Allie McCallion and Charity Blue, members of Morningstar Inc’s sustainability team, discuss pay equity and three undervalued companies that are leading the charge.

    Timestamps

    00:00 Introduction

    00:27 Broadcom rides AI wave

    01:41 Costco shows resilience

    02:15 Eli Lilly cuts insulin costs

    03:55 Morningstar's internal sustainability team joins Investing Insights to discuss Equal Pay Day

    04:29 Where do women's earnings in the U.S. stand compared to men?

    05:30 What has research shown when companies practice pay equity?

    06:16 What did your team look for when they reviewed pay equity practices among big U.S. companies?

    07:06 3 Undervalued Stocks That Stress Equal Pay

    11:35 Should You Buy Stocks or a 4% CD?

    Read about topics from this episode.

    Broadcom Riding AI Wave to Robust Networking Sales in 2023; Raising FVE to $640 Per Share

    https://www.morningstar.com/stocks/xnas/avgo/quote

    Costco’s Resilience Proves Its Ongoing Relevance and Brand Strength; Shares Fairly Valued

    https://www.morningstar.com/stocks/xnas/cost/quote

    Eli Lilly’s Insulin Price Cut Should Address Government’s Critical Eye; but no Impact on FVE

    https://www.morningstar.com/stocks/xnys/lly/quote

    3 Stocks That Stress Equal Pay as We Observe International Women’s Day

    https://www.morningstar.com/articles/1141925/3-stocks-that-stress-equal-pay-as-we-observe-international-womens-day

    Read what our team is writing:

    Allie McCallion https://www.morningstar.com/authors/2642/allie-mccallion

    Charity Blue https://www.morningstar.com/authors/2662/charity-blue

    Christine Benz  https://www.morningstar.com/authors/30/christine-benz

    Susan Dziubinski https://www.morningstar.com/authors/12/susan-dziubinski

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    Is Berkshire Hathaway Stock a Buy After Rocky Results? Mar 03, 2023

    In today’s episode, Jakir Hossain, a data journalist for Morningstar Inc., talks about the AI-powered chatbot, ChatGPT, and where to look for AI investing opportunities.

    Timestamps

    00:06 Introduction

    00:31 Berkshire Hathaway’s rocky results

    01:24 Domino’s trims sales growth outlook

    02:20 Intel cuts quarterly dividend

    03:53 What ChatGPT is and how does it work?

    04:39 What do Morningstar analysts say about how Google and Microsoft are planning to use chatbots?

    06:17 Companies like Salesforce and Adobe, they're also using AI. Can you describe how they're doing it?

    08:13 Artificial intelligence has been around for some time. What are some thoughts within Morningstar about this new phase of AI??

    09:34 What do Morningstar analysts say about how to take advantage of AI technology right now?

    13:14 How IRA Investors Can Avoid the 'Procrastination Penalty’

    Read about topics from this episode.

    Berkshire Hathaway Shows Solid Operating Results Offsetting Unrealized Losses From Investments

    Intel’s Dividend Cut Frees Up Cash, but Execution Risk Remains Palpable

    How to Invest in the Right AI Stocks

    How IRA Investors Can Avoid the ‘Procrastination Penalty’

    What to watch from Morningstar.

    Should You Fund Your 401(k) First or Your IRA?

    With IRA Deadline Looming, Don’t Make These Mistakes 

    Could Meta Make a Comeback?

    How Secure Act. 2.0 Changes RMD Rules 

    Read what our team is writing:

    Jakir Hossain

    Christine Benz 

    Follow us on social media.

    Ivanna Hampton on Twitter: @ivannahampton

    Jakir Hossain on Twitter: @JakirMHossain

    Christine Benz on Twitter: @Christine_Benz

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    Should You Fund Your 401(k) First or Your IRA? Feb 24, 2023

    Later this year, Vanguard’s hybrid ETF/MF patent is expiring, and this is likely to affect the fund market. We’re positive on Kraft Heinz and Cisco but expect Roku to lose money for a second straight year in 2023. And finally, to save for retirement, most of us have multiple vehicles at our disposal, including IRAs and 401(k)s. The order in which we fund these accounts matters. Find out more in this week’s episode.

    Timestamps

    00:06 Introduction

    00:36 Kraft Heinz shakes off pressure from inflation

    01:27 Roku exceeds Q4 expectations

    02:29 Cisco Systems’ core networking business leads the way

    03:27 Vanguard’s Unique Mutual Fund/ETF Structure

    04:04 In your opinion, what will be the likely impact of this patent expiring on the U.S. ETF space?

    04:57 How does this hybrid structure work, and what are some of its benefits

    06:01 On the other hand, what are some of the disadvantages, or drawbacks of the structure?

    07:31 What does this hybrid structure mean for investors, especially from a tax point of view?

    09:31 How to Make the Most of Your Retirement

    Read about topics from this episode.

    Kraft Heinz’s Top Line Soars on the Heels of Renewed Commitment to Brand Spending; Shares a Bargain

    Roku Posts Strong End to 2022, but Weak Ad Revenue Market Will Hurt 2023 Top-Line Growth

    Is Cisco Stock a Buy Today?

    Will Other Funds Adopt Vanguard’s Unique ETF/Mutual Fund Structure?

    How to Make the Most of Your Retirement Accounts

    What to watch from Morningstar.

    With IRA Deadline Looming, Don’t Make These Mistakes

    Could Meta Make a Comeback?

    How Secure Act. 2.0 Changes RMD Rules

    Should You Buy a House Right Now?

    Read what our team is writing:

    Daniel Sotiroff

    Susan Dziubinski

    Christine Benz

    Follow us on social media. 

    Ruth Saldanha on Twitter: @KarishmaRuth

    Daniel Sotiroff on Twitter: @DanielSotiroff

    Christine Benz on Twitter: @Christine_Benz 

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

    Twitter: https://twitter.com/MorningstarInc  

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

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

    With IRA Deadline Looming, Don't Make These Mistakes Feb 17, 2023

    In today’s episode, Keith Reid-Cleveland, an editor at Morningstar Inc., discusses Morningstar’s research on the racial wealth gap and a proposal to help close it known as baby bonds.

    Timestamps

    00:06 Introduction
    00:36 Disney CEO Bob Iger Plans to Cut Billions
    01:49 Uber’s Total Revenue Soars
    02:39 PayPal Faces Tough Environment
    03:34 AbbVie’s Long-Term Outlook
    04:36 America’s Racial Wealth Gap and How to Shrink It
    04:59 What has research shown about wage disparities when households are compared?
    05:49 How are savings rates affected?
    06:29 What’s the impact on building a nest egg?
    06:59 What are some thoughts on building financial security through homeownership?
    08:00 How could baby bonds help close the racial wealth gap?
    09:15 6 IRA Mistakes to Avoid


    Read about topics from this episode.

    Disney Reports Decent Earnings With Iger Already Reapplying His Stamp

    Uber Reports Impressive Q4; Strong 2023 Growth Expected

    PayPal Remains a Unique Player in Payments

    AbbVie Posts Solid Q4, but Competitive Pressures to Limit Long-Term Growth

    11 Charts Examining Racial Wealth Gap

    What to watch from Morningstar.

    Could Meta Make a Comeback?

    How Secure Act 2.0 Changes RMD Rules

    Should You Buy a House Right Now?

    Big Banks Bracing for a Recession

    Read what our team is writing:

    Keith Reid-Cleveland

    Christine Benz

    Susan Dziubinski

    Follow us on social media.

    Ivanna Hampton on Twitter: @IvannaHampton 

    Christine Benz on Twitter: @Christine_Benz 

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

    Twitter: https://twitter.com/MorningstarInc  

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

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

    Could Meta Make a Comeback? Feb 10, 2023

    In today’s episode, Bryan Armour, director of passive strategies research for North America at Morningstar Research Services, talks about how SPDR S&P 500 ETF Trust—or SPY—revolutionized investing.

    00:06 Introduction

    00:38 Meta’s earnings beat expectations

    01:53 Amazon tightens its belt

    03:05 Pfizer posts record revenue for 2022

    03:59 McDonald’s strong customer traffic offsets margins

    05:07 SPY ETF celebrates 30th anniversary

    05:36 What is an ETF?

    06:18 How did index funds’ popularity help ETFs?

    07:31 How has the ETF market evolved to include active ETFs?

    08:38 Where does the ETF market stand today?

    09:49 What's made SPY in particular so successful since its debut?

    12:23 What do you think the future holds for SPY?

    13:45 SPY holds the title as the world's largest ETF, but it's not the world's first, right?

    14:36 3 Dividend Stocks for February 2023

    Read about topics from this episode.

    Meta’s Q4 Earnings Beat Expectations; Growth Likely to Return in the Second Half

    Amazon Q4 Sales Up, Earnings Drop on Lower Customer Spending

    Pfizer Reports Solid Q4 Earnings But Offers Weaker Outlook

    McDonald’s Margin Compression Sinks Shares After Q4 Results, but Long-Term Narrative Intact

    How the World’s Largest ETFs Changed Financial Markets

    3 Dividend Stocks for February 2023

    What to watch from Morningstar.

    How Secure Act 2.0 Changes RMD Rules

    Should You Buy a House Right Now?

    Big Banks Bracing for a Recession

    Create a New Financial Plan For the New Year: Part 2

    Read what our team is writing.

    Bryan Armour

    David Harrell

    Follow us on social media.

    Ivanna Hampton on Twitter: @IvannaHampton 

    David Harrell on Twitter: @davidharrell

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

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    How Secure Act 2.0 Changes RMD Rules Feb 03, 2023

    In today’s episode, Dan Wasiolek, Morningstar Research Services’ senior equity analyst, discusses Morningstar’s travel outlook and cheap travel stocks.

    00:06 Introduction

    00:38 Long-term outlook on Microsoft

    01:34 Tesla calls 2022 “best year ever”

    02:40 Southwest takes $800M hit

    03:31 Morningstar’s travel outlook and stock picks

    10:02 New Rules for IRA Distributions

    Read about topics from this episode.

    Resilient Azure Helps Microsoft Drive Solid Results; Macro Drives Lower Outlook; FVE Cut to $310

    Tesla Posts Solid Earnings, Reports Strong Orders to Start 2023

    Southwest Reports Q4 Net Loss Due to December Operational Issue; We See Improving Margins Ahead

    New Expense Management Survey From Center Reveals Uptick in Travel Spend Among SMEs Despite Inflation and Recession Concerns

    Can the Travel Industry’s Recovery Continue?

    3 Notable Changes in Secure Act 2.0 for Advisors

    What to watch from Morningstar.

    Should You Buy a House Right Now? https://youtu.be/8QBdK6pDAN4

    Big Banks Bracing for a Recession https://youtu.be/Q3PSWIW73ME

    Stock and Bond Markets’ Wild Ride in 2022 https://youtu.be/jbdn2aKt-2c

    Create a New Financial Plan for the New Year: Park 2 https://youtu.be/uhulskyWqQE

    Read what our team is writing.

    Seth Goldstein

    Dan Wasiolek

    Christine Benz

    Follow us on social media.

    Christine Benz on Twitter: @Christine_Benz

    Seth Goldstein on Twitter: @SethGMStar1

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

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

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    Should You Buy a House Right Now? Jan 27, 2023

    Real Estate is a hot topic for investors everywhere, but is a home the best possible investment right now? Plus, we’ve raised the fair value estimates for both Apple stock and Procter & Gamble stock – and we think Palantir’s has made some strategic missteps. Find out more in this week’s episode. 

    Timestamps

    00:06 Intro

    00:36 Morningstar upgrades Apple's moat

    01:46 Proctor and Gamble reports Q2 2023 earnings

    02:44 Palantir makes strategic missteps

    03:52 Owning a House or REITs intro

    04:21What are some of the benefits of physical real estate vs REITs?

    05:09 What are some of the benefits of REITs vs Real Estate?

    05:48 In both cases, what are some of the cons?

    06:24 From an investment standpoint, which is the better bet, and why?

    08:12 What’s a safe withdrawal rate for 2023?

    Read about topics from this episode.

    Raising Apple Stock’s Fair Value Estimate to $150

    P&G Announces Fiscal Year 2023 Second Quarter Results

    Procter & Gamble’s Stock Looks Overheated After Effectively Weathering Headwinds in the Quarter

    Cutting Palantir Stock Fair Value Estimate as Strategic Missteps Create a Plethora of Problems

    Investing in REITs vs. Direct Real Estate

    Retirement Income and Safe Withdrawal Rates in 2023

    What to watch from Morningstar.

    Big Banks Bracing for a Recession

    Create a New Financial Plan for the New Year: Part 2

    Create a New Financial Plan for the New Year: Part 1

    Stock and Bonds’ Market Wild Ride in 2022

    Read what our team is writing.

    Ruth Saldanha

    Jeremy Pagan

    Christine Benz

    Susan Dziubinski

    Follow us on social media.

    Ruth Saldanha on Twitter: @KarishmaRuth

    Christine Benz on Twitter: @Christine_Benz

    Twitter: https://twitter.com/MorningstarInc  

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

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

    Big Banks Bracing for a Recession Jan 20, 2023

    In today’s episode, Eric Compton, a strategist with Morningstar Research Services, talks about banks saving for an economic downtown and where investors could find opportunities.

    00:06 Intro

    00:36 Disney Proxy Fight

    01:48 Hanesbrands closes Q4 with positive news

    02:38 Coinbase plans layoffs

    03:46 What do JPMorgan, Bank of America, Citigroup and Wells Fargo's results tell us?

    05:57 How do their current actions compare to what they've done before previous recessions?

    08:00 How could a recession affect banks in the short term and the long term?

    10:30 What's going on with Wells Fargo?

    12:39 Citigroup is also in a turnaround mode. What's the upside and the downside from their fourth quarter?

    15:05 If investors are looking for opportunities among the Big Four that we discussed today, what would you recommend?

    18:00 The Best 529 Plans of 2023

    Read about topics from this episode.

    Trian Opens Proxy Fight With Disney; We Believe Peltz Could Add Value as a Board Member

    Coinbase to Lay Off More Workers in Second Round of Cuts

    Hanesbrands Alleviates Some Concerns by Reaching Modest Q4 Expectations; Shares Very Undervalued

    JPMorgan, Wells Fargo, Bank of America and Citi Beat Earnings Expectations, but Worries About Headwinds Remain

    Wells Fargo’s 2023 Outlook Shows That the Net Interest Income Boom May Be Over

    Bank of America Beats Fourth-Quarter Earnings; Net Interest Income Outlook is Disappointing

    Solid Q4 Results for Citigroup; Stock Remains Most Undervalued Among Banks

    Solid Q4 2022 Earnings for JPMorgan; 2023 Outlook Is Good

    What to watch from Morningstar.

    Create a New Financial Plan for the New Year: Part One

    Create a New Financial Plan for the New Year: Part Two

    Stock and Bond Markets’ Wild Ride in 2022

    RMD Sticker Shock? How to Ease Your Tax Burden

    Read what our team is writing.

    Eric Compton

    Follow us on social media.

    Ivanna Hampton on Twitter: @IvannaHampton

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

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

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    Create a New Financial Plan for the New Year: Part 2 Jan 13, 2023

    In this two-part episode, Sarah Newcomb, director of financial psychology for Morningstar Inc, explains how to rethink budgeting, overcome overspending, and stop fighting about money.

    Timestamps

    00:04 Introduction

    00:37 What kind of financial habits or histories do people tend to bring into their relationships?

    02:30 How do couples mesh their financial lives without fighting about saving or spending?

    04:36 Why do emotions rise when couples talk about money?

    05:36 What should people pay attention to if they feel themselves getting upset about someone else’s financial habits?

    06:57 What are steps couples can take to understand each other?

    09:33 We’ve talked about rethinking budgeting, overcoming overspending, and how to avoid arguing over money. What’s your advice to our audience if they experience a setback or win?

    Read about topics from this episode.

    Hate Budgeting? Try Rethinking It.

    Got the Urge to Splurge? 4 Steps to Overcome Your Overspending Habit

    How to Avoid Arguing Over Money By Sarah Newcomb

    What to watch from Morningstar.

    Top Retail Stocks on Sale This Holiday Season

    Should You Buy Dividend Stocks in a Recession?

    Retiring Soon? Make Sure to Check Your Asset Allocation

    Cheap Stocks For You to Consider

    Read what our team is writing:

    Sarah Newcomb https://www.morningstar.com/authors/1951/sarah-newcomb

    Follow us on social media.

    Ivanna Hampton on Twitter: @IvannaHampton

    Sarah Newcomb on Twitter: @finance_therapy

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

    Twitter: https://twitter.com/MorningstarInc

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

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

    Create a New Financial Plan For the New Year: Part 1 Jan 06, 2023

    In this two-part episode, Sarah Newcomb, director of financial psychology for Morningstar Inc, explains how to rethink budgeting, overcome overspending, and stop fighting about money.

    00:04 Introduction

    00:43 Financial advice tends to tell people to break down their budgets into “wants versus needs”. What are your thoughts on this concept?

    02:55 How should we think about our needs? What should we include? (basic categories from Maslow: survival, security, love and belonging, esteem, and meaning)

    04:04 You’ve written that “our wants point to needs.” Can you explain that?

    05:14 How should we rethink budgeting if we don’t follow needs versus wants?

    08:04 What are some ways to identify possible strategies to meet a need and save money?

    08:53 We know now how to meet our needs through strategies. What should people do if they tend to overspend?

    11:01 How do we identify the emotion that’s driving the urge to spend too much?

    12:14 Now, that the emotion is known, what do we do next?

    Read about topics from this episode.

    Hate Budgeting? Try Rethinking It.

    Got the Urge to Splurge? 4 Steps to Overcome Your Overspending Habit

    How to Avoid Arguing Over Money By Sarah Newcomb

    What to watch from Morningstar.

    Top Retail Stocks on Sale This Holiday Season

    Should You Buy Dividend Stocks in a Recession?

    Retiring Soon? Make Sure to Check Your Asset Allocation

    Cheap Stocks For You to Consider

    Read what our team is writing:

    Sarah Newcomb https://www.morningstar.com/authors/1951/sarah-newcomb

    Follow us on social media.

    Ivanna Hampton on Twitter: @IvannaHampton

    Sarah Newcomb on Twitter: @finance_therapy

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

    Twitter: https://twitter.com/MorningstarInc

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

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

    Stock and Bond Markets’ Wild Ride in 2022 Dec 23, 2022

    In today’s episode, Tom Lauricella, Morningstar Inc.’s chief markets editor, discusses the markets’ highs and lows in 2022 and what investors should watch for in 2023.

    Timestamps

    00:04 Introduction

    00:31 What’s Morningstar’s take on what’s been driving inflation?

    02:18 What would it take to push inflation down to the Fed’s 2-percent target?

    03:22 What categories of inflation have the Fed focused on?

    04:38 How does wage growth factor into the Fed’s moves next year?

    05:38 What has happened this year with bonds?

    06:38 What has the plunge in bonds meant for investors’ portfolios?

    07:47 How should investors think about bonds in 2023?

    08:51 Can you describe what hit tech so hard?

    10:20 What will it take for a tech rebound?

    11:30 Crypto started 2022 riding high

    12:27 What are the lessons from crypto’s implosion?

    14:16 What should investors watch for in 2023?

    Read about topics from this episode.

    A New Crisis: What’s Happened in Crypto Now?

    4 Lessons From Crypto’s Implosion

    5 Charts on Big Tech Stocks’ Collapse

    The Worst Bond Market Ever

    Where to Invest in Bonds in 2023

    The Fed and Markets Have Different Outlooks. Which One Will be Right?

    Fed Raises Rates Again, With a Focus on Talking Tough

    What to watch from Morningstar.

    RMD Sticker Shock? How to Ease Your Tax Burden

    Top Retail Stocks on Sale This Holiday Season

    Should You Buy Dividend Stocks in a Recession?

    Retiring Soon? Make Sure to Check Your Asset Allocation

    Cheap Stocks For You to Consider

    Read what our team is writing:

    Tom Lauricella https://www.morningstar.com/authors/1953/tom-lauricella

    Follow us on social media.

    Ivanna Hampton on Twitter: @IvannaHampton

    Tom Lauricella on Twitter: @LauricellaTom

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

    Twitter: https://twitter.com/MorningstarInc

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

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    RMD Sticker Shock? How to Ease Your Tax Burden Dec 16, 2022

    In today’s episode, Alyssa Stankiewicz, associate director of sustainability research from Morningstar Research Services, and Megan Pacholok, manager research analyst from Morningstar Research Services, discuss the Labor Department’s rule change involving ESG funds in workplace retirement plans.

    00:00 Introduction

    00:47 The FTC tries to block Microsoft over their attempted buyout of Activision Blizzard

    02:04 Campbell cooked up a strong start to the fiscal year

    02:55 Chewy chewed up some strong Q3 earnings

    04:23 What plan sponsors like employers are required to do when creating retirement plans?

    05:30 What was the Trump-era policy concerning ESG funds?

    07:13 What are the changes under the Biden era?

    08:26 Alyssa just mentioned qualified default investment alternatives, or QDIAs. And employers, sometimes they use these for workers who make retirement contributions but don't make investment choices. What do employers typically pick here?

    09:42 How could ESG funds factor into an employer’s decision?

    10:59 Different perspectives about the adoption of ESG funds in workplace plans

    14:18 Tips on Taking Last-Minute RMDs in 2022

    Read about topics from this episode.

    Microsoft Stock Attractive Whether or Not Activision Deal Goes Through

    Alternative Funds Are Winners in 2022

    90% of Companies Are Developing an ESG Strategy

    If You Haven't Taken RMDs Yet in 2022, Watch This Video

    Who Does and Doesn’t Get to Skip RMDs Under the New 10-Year Rule

    What to watch from Morningstar.

    Top Retail Stocks on Sale This Holiday Season

    Should You Buy Dividend Stocks in a Recession?

    Retiring Soon? Make Sure to Check Your Asset Allocation

    Cheap Stocks For You to Consider

    Read what our team is writing:

    Christine Benz

    Alyssa Stankiewicz

    Megan Pacholok

    Follow us on social media.

    Ivanna Hampton on Twitter: @IvannaHampton

    Christine Benz on Twitter: @Christine_Benz

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

    Twitter: https://twitter.com/MorningstarInc

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

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

    Top Retail Stocks on Sale This Holiday Season Dec 09, 2022

    In today’s episode, Dave Sekera, chief U.S. markets strategist for Morningstar Research Services, reveals which stocks investors could snap up for a bargain this holiday season.

    00:45 Tesla begins delivering its semi-trucks.

    01:51 Kroger rang up solid third-quarter earnings despite high inflation

    02:36 Ulta Beauty continued its hot streak in the third quarter.

    03:56 Dave, total modified retail sales growth was in the double-digits last year. Describe what modified retail sales growth is. What’s Morningstar’s outlook for this year?

    05:34 Let’s turn to online shopping. Some big e-commerce names have seen their stock prices plunge this year. Where should investors look for a deal?

    06:51 How does the brick-and-mortar retailers’ story this year compare to last year?

    07:34 Where are the deals among these stocks?

    09:25 Toys and video games stock pick ideas.

    10:29 Stocks that Look Cheap

    11:45 3 Ways to Manage Capital Gains Distributions in 2022

    Read about topics from this episode.

    Tesla: Stock of the Week

    Which Retail Stocks Are Well-Positioned for 2022 Holiday Sales?

    What You Need to Know About Capital Gains Distributions

    Which Popular Funds Will Hit Investors With Losses and Capital Gains Distributions This Year?

    What to watch from Morningstar.

    Should You Buy Dividend Stocks in a Recession?

    Retiring Soon? Make Sure to Check Your Asset Allocation

    Cheap Stocks For You to Consider

    What to Buy or Skip: I Bonds, Apple, Amazon, or Meta

    Where to Park Your Cash and Find Recession-Resistant Stocks

    Read what our team is writing:

    David Sekera

    Christine Benz

    Susan Dziubinski

    Follow us on social media.

    Ivanna Hampton on Twitter: @IvannaHampton

    Dave Sekera on Twitter: @MstarMarkets

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

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

    Should You Buy Dividend Stocks in a Recession? Dec 02, 2022

    Will dividends continue to do well in a rising interest-rate environment? Plus, Bob Iger is CEO of Disney again, and Visa has a new CEO, too. And speaking of executives, Warren Buffett’s Berkshire has finally started spending some of the cash in its kitty. Find out how in this week’s episode.

    Timestamps

    00:38 Berkshire Hathaway Deserves More Credit

    01:40 Dick's Sporting Goods Rallied Big in Q3

    02:35 Visa’s CEO is Stepping Down

    03:26 What happened at Disney, and more importantly, why?

    05:06. Bob Iger has delayed his retirement multiple times, and now is back. Will he likely stick to his two year contract, do you think?

    05:46 What does this mean for Disney shareholders – and your expectation for the stock?

    06:56 Are Dividend Stocks a Good Investment Today?

    Read about topics from this episode.

    5 Takeaways From Berkshire Hathaway’s 2021 Shareholder Letter

    Which Retail Stocks Are Well-Positioned for 2022 Holiday Sales?

    The Best- and Worst-Performing Stocks: Q3 2022

    Visa Earnings Show Continued Strong Growth; Stock Slightly Undervalued

    Energy Stocks Power Ahead on Earnings Gushers

    Utilities Brighten Under Cloud of Recession, but Future Dim at Lofty Valuations

    What to watch from Morningstar.

    Retiring Soon? Make Sure to Check Your Asset Allocation

    Cheap Stocks For You to Consider

    What to Buy or Skip: I Bonds, Apple, Amazon, or Meta

    Where to Park Your Cash and Find Recession-Resistant Stocks

    Markets are Undervalued, and We Highlight Some Cheap Stocks!

    We Examine Tesla's Stock and the Risks of a Strong Dollar

    Read what our team is writing:

    Ruth Saldanha

    Susan Dziubinski

    David Harrell

    Follow us on social media.

    Ruth Saldanha on Twitter: @karishmaruth

    David Harrell on Twitter: @davidharrell

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

    Twitter: https://twitter.com/MorningstarInc

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

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

    Retiring Soon? Make Sure to Check Your Asset Allocation Nov 25, 2022

    In this special episode, Christine Benz, the director of personal finance at Morningstar, talks about portfolio makeovers and how to spot common pitfalls. This episode includes an excerpt from Christine’s webcast—“5 Portfolio Pitfalls and How to Fix Them.”

    0:06 Introduction

    00:51 - What did you think was important to address as we watch the markets tumble?

    01:54 - How does your webcast help investors identify the next steps?

    03:30 - How does age play a role in reworking a portfolio?

    04:32 - What should people know before they adjust their portfolios in an effort to reduce the drag of taxes?

    05:31 - Pre-Retirees: Is Your Asset Allocation Too Aggressive?

    Read about topics from this episode.

    Check out Christine's Presentation

    Is It Too Late to Inflation-Proof Your Portfolio?

    5 Portfolio Pitfalls and How to Fix Them

    How a New Retiree Can Confront Market Turbulence

    Positioning a Portfolio in Early Retirement

    What to watch from Morningstar.

    Cheap Stocks For You to Consider

    What to Buy or Skip: I Bonds, Apple, Amazon, or Meta

    Where to Park Your Cash and Find Recession-Resistant Stocks

    Markets are Undervalued, and We Highlight Some Cheap Stocks!

    Read what our team is writing:

    Chritine Benz

    Follow us on social media.

    Ivanna Hampton on Twitter: @IvannaHampton

    Christine Benz on Twitter: @Christine_Benz

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

    Twitter: https://twitter.com/MorningstarInc

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

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

    Rising Interest Rates Make Bond Ladder ETFs More Appealing Nov 18, 2022

    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 Losses

    Uber, Lyft Drivers Remain as Contractors

    Bond Ladder ETFs Can Help Investors Climb Higher

    An Update on I Bond Yield

    Your Inflation Toolkit

    A Down-Market Survival Guide for Your 20s, 30s, and 40s

    TIPS Versus I Bonds

    What to watch from Morningstar.

    Cheap Stocks For You to Consider

    What to Buy or Skip: I Bonds, Apple, Amazon, or Meta

    Where to Park Your Cash and Find Recession-Resistant Stocks

    Markets are Undervalued, and We Highlight Some Cheap Stocks!

    We Examine Tesla's Stock and the Risks of a Strong Dollar

    Read what our team is writing:

    Susan Dziubinski

    Chritine Benz

    Saraja Samant

    Follow us on social media.

    Ivanna Hampton on Twitter: @IvannaHampton

    Christine Benz on Twitter: @Christine_Benz

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    Cheap Stocks For You to Consider Nov 11, 2022

    What does COP27 mean? Does it matter for you and your portfolio? Leslie Norton explains.

    Investing Insights has a new look and host! We’re bringing you a mix of market news, insights from analysts, and personal finance tips. We want to hear what you think about the new format. Let us know at podcast@morningstar.com.

    0:06 Introduction

    00:24 Can Uber Lift Your Portfolio?

    01:29 Disaster-Proofing Your Portfolio

    02:45 Starbucks is Resilient in Q4

    04:04 Why does the COP 27 meeting matter?

    06:00 What have we achieved since Cop 26?

    06:44 Are the pledges made by countries binding? Who holds them accountable?

    07:08 What next from here?

    07:42 What a Divided or United Government Means for Investors

    Read about topics from this episode.

    What Could the Midterm Election Results Mean for the Stock Market?

    How to Cope With Financial Shocks

    Strong Q3 Indicates Uber May Be Resistant to Macro Uncertainties

    Starbucks Q4 Earnings Show Strong Traffic That Bucks Industry Trends

    Special Report: For Investors, COP27 Summit Brings New Opportunities

    10 Reasons Why ESG Won’t Be Stopped

    What to watch from Morningstar.

    What to Buy or Skip: I Bonds, Apple, Amazon, or Meta

    Where to Park Your Cash and Find Recession-Resistant Stocks

    Markets are Undervalued, and We Highlight Some Cheap Stocks!

    We Examine Tesla's Stock and the Risks of a Strong Dollar

    Read what our team is writing:

    Ruth Saldanha

    Susan Dziubinski

    Leslie Norton

    David Sekera

    Sarah Newcomb

    Follow us on social media.

    Ruth Saldanha on Twitter: @karishmaruth

    Leslie Norton on Twitter: @leslienortonnyc

    David Sekera on Twitter: @MstarMarkets

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

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

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

    What to Buy or Skip: I Bonds, Apple, Amazon, or Meta Nov 04, 2022

    In today’s episode, Katherine Lynch, a Morningstar Inc’s data journalist, talks about the new I Bonds’ interest rate, how the investments work, and how to use them as an emergency fund.

    Investing Insights is bringing you a mix of market news, insights from analysts, and personal finance tips.

    Timestamps

    0:06 Introduction

    00:39 Meta’s Disappointing in Q3 Earnings

    01:50 0Amazon Delivered a Sting

    02:58 Apple is Eating Up Earnings

    04:23 How do I-bonds work?

    04:41 What should investors expect over the next six months?

    05:07 I-bonds come with some limitations. What are those?

    05:25 How can someone use I-bonds as an emergency fund?

    05:48 How can I-bonds help save parents some money?

    05:59 Where can investors buy I-bonds?

    06:11 What Belongs on Your Preretirement Radar?

    Read about topics from this episode.

    Slashing Meta’s Stock Fair Value Estimate to $260 From $346 https://www.morningstar.com/articles/1120902

    Apple Reports Strong Earnings, but Stock Still Overvalued https://www.morningstar.com/articles/1121415

    Cutting Amazon Stock’s Fair Value Estimate to $150 From $192 on Disappointing Q3 Earnings https://www.morningstar.com/articles/1121414

    How to Hedge Against Inflation Using I Bonds https://www.morningstar.com/articles/1093977

    A Down-Market Survival Guide for Retirees https://www.morningstar.com/articles/943447

    Get a Tax-Smart Plan for In-Retirement Withdrawals https://www.morningstar.com/articles/844815

    Read what our team is writing:

    Katherine Lynch https://www.morningstar.com/authors/2337/katherine-lynch

    Christine Benz https://www.morningstar.com/authors/30/christine-benz

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

    Follow us on social media.

    Ivanna Hampton on Twitter: @IvannaHampton

    Christine Benz on Twitter: @Christine_Benz

    Sarah Newcomb on LinkedIn: https://www.linkedin.com/in/sarahcnewcomb

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

    Twitter: https://twitter.com/MorningstarInc

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

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    Buy an Annuity Now? And How to Spot Financial Tricks Online Oct 28, 2022

    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 Newcomb

    Christine Benz

    Susan Dziubinski

    Ivanna Hampton

    Follow us on social media.

    Ivanna Hampton on Twitter: @IvannaHampton

    Christine Benz on Twitter: @Christine_Benz

    Sarah Newcomb on Twitter: @finance_therapy

    Sarah Newcomb on LinkedIn: https://www.linkedin.com/in/sarahcnewcomb

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

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

    Where to Park Your Cash and Find Recession-Resistant Stocks Oct 21, 2022

    In today’s episode, Ali Mogharabi, a senior equity analyst for Morningstar Research Services, explains the Labor Department’s proposed rule about worker classification. And he reveals whether he thinks Uber, Lyft, and DoorDash stocks are a buy.

    Investing Insights is bringing you a mix of market news, insights from analysts, and personal finance tips.

    Timestamps

    0:06 Introduction

    0:44 Stocks for a Recession

    1:50 Wells Fargo missed the mark for third quarter earnings.

    2:35 Delta airlines reported a strong third quarter.

    3:57 Should gig workers be considered employees?

    5:48 What is the main risk of the Biden administration’s new proposal?

    8:37 What is the reaction from Uber, Lyft, and DoorDash?

    9:23 What does Uber, Lyft, and DoorDash stocks look like today?

    10:23 How to Make Your Cash Work Harder as Interest Rates Rise

    Read about topics from this episode.

    10 Stocks for a Recession

    Risk of DOL’s Proposal and Reactions of Uber, Lyft, and DoorDash Stocks Exaggerated

    Opportunities Seen in the Industrial Sector Amid Economic Headwinds

    Looking Past Volatile Operating Losses, Wells Fargo Remains on Track in Q3

    Best Financial-Services Companies to Own: 2022 Edition

    3 Recession-Resistant Stocks

    What Is a Recession?

    Read what our team is writing:

    Susan Dziubinski

    Christine Benz

    Ali Mogharabi

    Ivanna Hampton

    Follow us on social media.

    Ivanna Hampton on Twitter: @IvannaHampton

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

    Twitter: https://twitter.com/MorningstarInc

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

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

    Markets are Undervalued, and We Highlight Some Cheap Stocks! Oct 14, 2022

    Retirement plans across the country may finally be getting serious about adding more annuity options for their subscribers. But is this product good for you? Spencer Look explains.

    Investing Insights is a mix of market news, insights from analysts, and personal finance tips.

    Timestamps

    0:06 Introduction

    0:30 Norwegian Cruise Line Sails Through a Rough Quarter

    1:27 How Can Investors Cope With Fear?

    2:18 AMD Dipped In Q3

    3:19 Does Your Retirement Plan Need More Annuity Options?

    3:45 What’s The Biggest Determinant of the Right Lifetime Income Strategy?

    5:02 Which Investors Do Not Gain Value from Annuities?

    6:34 Who Benefits From Annuities?

    7:33 What Should Investors Do if They Benefit from Annuities?

    9:09 Where To Invest Your Money In Q4 2022

    Companies mentioned in this episode.

    Norwegian Cruise Line Holdings Ltd (NCLH); Advanced Micro Devices Inc (AMD); Nvidia (NVDA); Intel Corp (INTC); Micron Technology Inc (MU); Zoetis Inc (ZTS); Zimmer Biomet Holdings Inc (ZBH); Illumina Inc (ILMN)

    Read about topics from this episode.

    Fear Itself

    AMD Stock Is a Bargain

    Your Guide to Annuities

    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: @KarishmaRuth

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

    Twitter: https://twitter.com/MorningstarInc

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

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

    We Examine Tesla's Stock and the Risks of a Strong Dollar Oct 07, 2022

    In today’s episode, Dave Whiston, the U.S. autos equity analyst for Morningstar Research Services, discusses CarMax’s disappointing earnings results and reveals where investors can look for stock opportunities.

    Investing Insights has a new look and host! We’re bringing you a mix of market news, insights from analysts, and personal finance tips. We want to hear what you think about the new format. Let us know at podcast@morningstar.com.

    Timestamps

    0:06 Introduction

    0:46 Lower Estimate of Tesla’s Stock

    1:33Micron Stock: Chipmaker Trims Spending

    2:19 Nike Stock: Earnings Top Expectations, but Near-Term Outlook Disappoints

    3:17 Why 2022 Has Been a Terrible Year for Bond Funds

    4:16 Used-Car Affordability Slams CarMax’s Earnings

    6:42 CarMax’s Response to Inflation and Rising Interest Rates

    10:49 Our Analyst’s View of CarMax’s Stock

    11:53 Cheap Stock Picks: Ford, GM, and Gentex

    14:40 Why Is the Dollar Strong Now?

    16:33 Strong Dollar Threatens Company Earnings

    19:07 Cheap Stocks to Consider as the Dollar Strengthens

    Companies mentioned in this episode.

    Tesla (TSLA); Micron Technology (MU); Nike (NKE); CarMax Inc (KMX); Ford Motor Co (F); General Motors Co (GM); Gentex (GNTX); Anheuser-Busch InBev (BUD); GSK PLC (GSK); and SAP SE (SAP).

    Read about topics from this episode.

    Trimming Tesla Fair Value Estimate to $250 Following Lower Q3 Deliveries

    Nike’s Brand Value Holds Despite a Tough Near-Term Outlook; Shares Undervalued

    Why 2022 Has Been Such a Terrible Year for Bond Funds

    Used-Vehicle Affordability Slams CarMax’s Q2, but We See Stock as Attractive for Long Term

    Strong U.S. Dollar a Headwing to Earnings Growth

    Follow us on social media.

    Ivanna Hampton on Twitter: @ivannahampton

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

    Twitter: https://twitter.com/MorningstarInc

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

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

    When's the Best Time for a Roth IRA Conversion? Sep 30, 2022

    In today’s episode, Neil Macker, a senior equity analyst for Morningstar Research Services, discusses why Netflix is adding a cheaper plan and whether the stock is a deal. Also, one automaker is warning investors that supply chain issues will affect its upcoming earnings results.

    Investing Insights has a new look and host! We’re bringing you a mix of market news, insights from analysts, and personal finance tips. We want to hear what you think about the new format. Let us know at podcast@morningstar.com.

    0:06 Introduction

    0:49 FedEx is cutting costs but remains undervalued.

    1:32 Ford’s quarter will reflect supply chain issues.

    2:32 Smartphone investing is causing different trading behavior in investors.

    3:56 Why has Netflix decided now to create a cheaper ad-supported plan?

    5:30 How can Netflix use subscriber growth from outside the US to their advantage?

    6:56 Can a streaming service compete without live sports coverage?

    8:36 Streaming service stock pick

    9:39 Is the Time Right for Roth Conversions?

    Companies mentioned in this episode.

    Netflix Inc NFLX; FedEx Corp FDX; Ford Motor Co F; Disney DIS; Amazon AMZN; and Apple AAPL

    Read about topics from this episode.

    Is Your Smartphone Hurting Your Portfolio Performance?

    Retiring in a Down Market? Consider These Strategies

    Is the Time Right for Roth Conversions?

    FedEx Issues Earnings Warning on Worsening Economic Outlook

    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/

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    LinkedIn:

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

    Will Investors Ready, Set, Go for the Porsche IPO? Sep 23, 2022

    No matter how much inflation rises, we’ll still need utilities, right? That’s what many investors think, and that has helped propel utilities stocks higher this year. But that might be about to change, as Morningstar’s Jakir Hossain explains. Plus, we look at why some of us can’t help but trade – even though we might not get the best outcomes.

    Investing Insights has a new look and host! We’re bringing you a mix of market news, insights from analysts, and personal finance tips. We want to hear what you think about the new format. Let us know at podcast@morningstar.com.

    Timestamps

    0:06 Introduction

    0:49 Volkswagen’s IPO looks good, but we have concerns over the timing.

    2:06 Adobe is acquiring new design software

    3:26 New lower fair value estimate for Compass Minerals’ stock

    4:34 Why investors trade and how it can be dangerous to their portfolios.

    6:12 What is driving the continued durability of utilities?

    7:32 Is there room for utilities companies to grow?

    10:21 Utilities stock picks

    11:41 Retiring in a Down Market? Consider These Strategies

    Companies mentioned in this episode.

    Volkswagen AG (VLKAF); Adobe Inc (ADBE); Compass Minerals International Inc (CMP); NiSource Inc (NI) andDominion Energy Inc (D)

    Read about topics from this episode.

    Retiring in a Down Market? Consider These Strategies

    Will Porsche’s Stock IPO Be as Popular as Its Sports Cars?

    Volkswagen Announces Pricing of 25% Equity Stake Sale in Porsche

    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?

    High Inflation Shifts Focus to the Expected Federal Reserve Interest-Rate Hike Sep 16, 2022

    Climate Week NYC is coming. In today’s episode, Kris Inton, an equity strategist for Morningstar Research Services, explains how carbon offsets work and highlights an airline stock that looks cheap today. We take a look at how attitudes and beliefs play a role in how people think about money.

    Investing Insights has a new look and host! We’re bringing you a mix of market news, insights from analysts, and personal finance tips. We want to hear what you think about the new format. Let us know at podcast@morningstar.com.

    0:06 Introduction

    0:45 Inflation ticks up in August

    2:04 Kroger reports second-quarter earnings

    3:02 Where do money beliefs come from?

    4:13 Climate Week NYC is coming

    4:43 What are carbon offsets?

    5:27 Few flyers buy carbon offsets with plane tickets

    6:21 How would airlines handle carbon taxes?

    7:22 An airline stock that looks cheap today

    8:34 Stocks for a rising interest-rate environment

    Companies mentioned in this episode. The Kroger Co (KR); Ryanair Holdings (RYAOF); Air Canada Class (ACDVF); American Airlines (AAL); Delta Airlines (DAL); Southwest Airlines (LUV); United Airlines (UAL), Charles Schwab (SCHW); and LPL Financial (LPLA).

    Read about topics from this episode. When It Comes to Air Travel and Sustainability, Flyers Aren’t Walking the Walk by Kristoffer Inton

    CPI Report Defies Hopes of Easing Inflation, for Now by Lauren Solberg and Preston Caldwell

    Why We Expect Inflation to Fall in 2023 by Preston Caldwell

    What Is Financial Psychology? By Sarah Newcomb

    Follow us on social media.

    Ivanna Hampton on Twitter: @ivannahampton Facebook: https://www.facebook.com/MorningstarInc/ Twitter: https://twitter.com/MorningstarInc Instagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/

    New iPhone Can't Make Apple's Stock Shine Sep 09, 2022

    Investing Insights has a new look and host! We’re bringing you a mix of market news, insights from analysts, and personal finance tips. In today’s episode, Abhinav Davuluri, a sector strategist for Morningstar Research Services, talks about Apple’s iPhone 14 launch and the unexpected news that Apple will keep prices the same as last year. We look at the latest jobs report and find good news for investors.

    We want to hear what you think about the new format. Let us know at podcast@morningstar.com.

    Timestamps

    0:00 Introduction

    0:45 Morningstar headlines

    3:37 Apple keeps iPhone 14 prices the same as last year’s model

    7:00 Should investors buy Apple stock?

    8:07 Stock picks within the tech industry

    10:11 Good reasons to overhaul a portfolio

    Companies mentioned in this episode.

    Starbucks (SBUX); Broadcom (AVGO); VMware (VMW); Apple (AAPL); Advanced Micro Devices (AMD); NVIDIA (NVDA); and ASML Holding (ASML)

    Read about topics from this episode.

    Why There is Good News for Investors in the Jobs Report by Lauren Solberg and Preston Caldwell

    Starbucks Names Outsider Laxman Narasimhan as New CEO by Sean Dunlop

    Broadcom’s Rosy Q4 Outlook Bucks Recent Cautious Commentary From Peers; Stock Undervalued by Abhinav Davuluri

    Apple’s Modest iPhone 14 Upgrades Seen Leading to Modest iPhone Growth in Fiscal 2023 by Abhinav Davuluri

    Nvidia Near-Term Headwinds Don’t Discourage Positive Long-Term Outlook by Abhinav Davuluri

    Follow us on social media.

    Ivanna Hampton on Twitter: @ivannahampton

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

    Twitter: https://twitter.com/MorningstarInc

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

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

    Beware of Buying Low in a Bear Market Sep 02, 2022

    Investing Insights has a new look and host! We’re bringing you a mix of market news, insights from analysts, and personal finance tips. In today’s episode, we’re examining whether buying low could hurt your portfolio in a bear market. This earnings season is close to wrapping up. Dave Sekera, chief U.S. market strategist for Morningstar Research Services, discusses the key takeaways, what he thinks is ahead, and reaction to Federal Reserve Chairman Jerome Powell’s speech on inflation.

    We want to hear what you think about the new format? Let us know at podcast@morningstar.com.

    0:00 Introduction

    0:35 Morningstar headlines

    4:18 Earnings season’s key takeaways

    6:26 Reaction to Fed Chair Jerome Powell’s inflation speech in Jackson Hole, Wyoming

    9:50 Stock picks among lithium producers, specialty chemical makers, auto parts manufacturers, and cybersecurity companies

    13:24 3 high-quality stocks investors should consider

    Companies mentioned in this episode.

    Gap (GPS); VMware (VMW); Lithium Americas (LAC); Albemarle (ALB); Livent (LTHM);DuPont de Nemours (DD); Eastman Chemical (EMN); BorgWarner (BWA); Okta (OKTA); Fortinet (FTNT); Zscaler (ZS); Equifax (EFX); Salesforce (CRM); and Zimmer Biomet (ZBH)

    Read about topics from this episode.

    Why Buying the Dips Could Hurt Your Portfolio in a Bear Market by Sandy Ward

    Strong U.S. Dollar a Headwind to Earnings Growth by Dave Sekera

    Top Stock Picks Among Lithium Producers by Seth Goldstein

    5 Undervalued Cybersecurity Stocks by Dave Sekera

    Why We Expect the Fed to Cut Interest Rates in 2023 by Preston Caldwell

    Follow us on social media.

    Dave Sekera on Twitter: @MstarMarkets

    Ivanna Hampton on Twitter: @ivannahampton

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

    Twitter: https://twitter.com/MorningstarInc

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

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

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