Investing Insights

Preston Caldwell

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

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

Show notes

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

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?

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Christine Benz

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

Show notes

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

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Dan Lefkovitz

Christine Benz

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

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

Show notes

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

What Factors Are Impacting Recreational Vehicle Companies?

How Interest-Rate Cuts Affect Consumer Demand for Recreational Vehicles

Is Recreational Vehicle Demand Correlated with Oil Prices?

How Wealth and Market Activity Impact Consumer Behavior

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

Polaris Stock Outlook

Malibu Boats Stock Outlook

Read about topics from this episode.

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

The 10 Best Companies to Invest in Now

Malibu Boats Stock

What to watch from Morningstar.

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

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Margaret Giles

Jaime Katz

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The Time is Right for a National Retirement Savings Plan

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

Show notes

Why the Employment Retirement Income Security Act Has Been Successful

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

Retirement Savings by Race and Ethnicity

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

Improving Social Security

Would a National Retirement Savings Plan Replace Current Employer Plans?

Do Investors Need Fiduciary Protections like ERISA Extended to IRAs?

What’s At-Stake for Future Retirees

Read about topics from this episode.

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

Is There a Retirement Crisis?

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

How to Bridge a Retirement Shortfall

What to watch from Morningstar.

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

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

Now’s the Time to Diversify Beyond Magnificent Seven Stocks

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

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Mark Miller

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How to Find the Right Value Fund for Your Portfolio

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

Show notes

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

How This Law Protects Investors Investing in Mutual Funds

Mutual Fund Market Timing Scandal

How Mutual Funds Can Stay Competitive to ETFs

Competition from Crypto ETFs

Are Mutual Funds a Good Investment?

Mutual Funds’ Greatest Achievement

Are Mutual Funds Here to Stay?

Top Mutual Fund Picks

Read about topics from this episode.

8 Fund Families the Mutual Fund Trading Scandal Changed Forever

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

ETFs vs. Mutual Funds: The Benefits That Really Matter

Winners and Losers In the Spot Bitcoin ETF Race

What to watch from Morningstar.

ADD NEW VIDEO

Now’s the Time to Diversify Beyond Magnificent Seven Stocks

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

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Russel Kinnel

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5 Steps to Spring-Cleaning Your Investment Portfolio

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

Show notes

3 Reasons Why Investors Should Streamline Their Accounts

How Low Can You Go with Retirement Accounts?

How You Can Consolidate Tax-Deferred Accounts

Consolidate Retirement Accounts with the Same Provider

The Week Ahead in Markets

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

What Investors Want to Hear from Macy’s CEO

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

Macy’s Is Focusing on Luxury Sales

Macy’s Stock Outlook Ahead of Earnings

Read about topics from this episode.

5 Steps to a Minimalist Portfolio

8 Stock Picks in the Apparel Industry

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

What to watch from Morningstar.

Now’s the Time to Diversify Beyond Magnificent Seven Stocks

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

Is There a New Leader in the AI Race?

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Christine Benz

David Swartz

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

Show notes

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

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

Global Selloff and Big Tech

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

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

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

What Areas of the Market Are Poised for a Rebound?

How Diversification Can Help Investors Stop Chasing the Magnificent Seven

Top ETF Picks for Portfolio Diversification

When Will the Fed Cut Interest Rates?

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

Read about topics from this episode.

Magnificent Seven Stocks Slide, Valuations Looking ‘More Interesting’

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

What Caused the Stock Market Selloff?

Markets Brief: Back on Recession Watch?

Morningstar’s Guide to Market Uncertainty

What to watch from Morningstar.

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

Is There a New Leader in the AI Race?

BOXX ETF: Cash-Like Returns Without the Tax Bill

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3 Assets That Might Not Diversify as Well as You Think

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

Show notes

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

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

International Stocks Correlations Have Shifted Towards U.S. Stocks

Should You Have International Stocks in Your Portfolio?

Commodities Stock Performance

What Hurdles Could Commodities Face?

Cryptocurrency's Correlation Trend and Role in Your Portfolio

What Investors Need to Know About Private Market Investing

REITs vs Overall U.S. Market

Best Diversifiers for Investors to Add to Their Portfolio

Read about topics from this episode.

How Did Diversified Portfolios Hold Up in 2023?

Why Simpler Has Been Better for Portfolio Diversification

Why More Diversification Doesn’t Mean Better Returns

What Higher Inflation Means for Stock/Bond Correlations

What to watch from Morningstar.

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

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Amy Arnott

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