Investing Insights

X: https://x.com/MorningstarInc

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

This Bond ETF Promises T-Bill Returns Without Taxable Income

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

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

Show notes

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

What is a Box Spread?

Tax Advantages

Is BOXX ETF Delivering on its Promises?

Will BOXX ETF Attract Investors If Cash Yields Drop?

How Investors Can Take Advantage of BOXX ETF

Will There Be More ETFs Like BOXX?

Key Takeaways

Read about topics from this episode.

Alpha Architect 1-3 Month Box ETF

A Tax-Aware Alternative to Cash

How to Maximize the Tax Efficiency of ETFs

The Real Tax Magic of ETFs

What to watch from Morningstar.

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

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

Follow us on social media.

X: https://x.com/MorningstarInc

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

Morningstar's Guide to US Active ETFs

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

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

Show notes

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

What’s Driving the Growth of Active ETFs?

Why Some Active ETFs Are More Successful Than Others

Active ETFs that Managers Have Shied Away From

Who Should Invest in Active ETFs?

Misconceptions About Active ETFs

Top-Rated Active ETFs

What’s Next for Active ETFs?

Read about topics from this episode.

Active ETFs are Soaring. Should You Invest?

3 Great Active ETFs for Bond Investors

The Best Active ETFs to Buy

Here’s Why Active ETFs Are So Hot Right Now

How to Choose Great ETFs for the Long Term

What to watch from Morningstar.

4 Reasons Why the Stock Market Has Delivered Impressive Performance

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

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

How to Find a Great Dividend Fund

Read what our team is writing:

Follow us on social media.

X: https://x.com/MorningstarInc

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

Subscribe to Smart Investor

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

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

Show notes

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

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

Will the Economy Get a Soft Landing?

Nvidia is Driving the Stock Market’s Bull Run

Nvidia Stock Outlook

Why We’re Seeing More Stock Splits in 2024

New Dividends From Mega-Cap Tech Companies

What Could Provide a Lift to the Bond Market?

Why Investors Should Still Own Bonds

Key Takeaways

Read about topics from this episode.

A Cautious Fed Eyes Just One Rate Cut In 2024

These Stocks Are (Still) Powering the Bull Market

What Does Nvidia’s Stock Split Mean for Investors?

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

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

What to watch from Morningstar.

4 Reasons Why the Stock Market Has Delivered Impressive Performance

Why More Diversification Doesn’t Mean Better Returns

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

Maximize Credit Card Points for Better Trips and Rewards

Read what our team is writing:

Tom Lauricella

Follow us on social media.

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

Spot Ether ETFs: Should You Invest?

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

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

Show notes

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

Lululemon on Track Despite Slowdown in Americas

The Fed’s Inflation Outlook Is a Little Too Pessimistic

Good News from the Fed’s New Inflation Report

Will the Fed Cut Interest Rates in 2024?

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

Why Are Stocks Hitting Record Highs

How the Growing US Economy Has Supported Stocks Impressive Performance

Is Inflation Finally Trending Down Again?

Why Wall Street’s View of the Fed is Changing

Will Record Profits During Company Earnings Continue?

What Risks Could Cause the Stock Market to Fall?

Read about topics from this episode.

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

A Cautious Fed Eyes Just One Rate Cut In 2024

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

What to watch from Morningstar.

Why More Diversification Doesn’t Mean Better Returns

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

Maximize Credit Card Points for Better Trips and Rewards

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

Read what our team is writing:

Sarah Hansen

Preston Caldwell

Follow us on social media.

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

How Did Diversified Portfolios Hold Up in 2023?

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

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

Show notes

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

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

Why the Well-Diversified Portfolio Struggled in 2023

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

Why Interest Rate Pivots Are Painful and Encouraging

Is There an Interest Rate Pivot Right Now?

Do Bonds Still Provide a Diversification Benefit?

Which Bonds are the Best Portfolio Diversifiers?

The Role of Cash in an Investment Portfolio

Key Takeaways

Read about topics from this episode.

Why Simpler Has Been Better for Portfolio Diversification

How Rising Interest Rates Change the Relationship Between Stocks and Bonds

Which Bonds Provide the Biggest Diversification Benefit?

Top 10 Things to Know About Building a Diversified Portfolio

What to watch from Morningstar.

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

Maximize Credit Card Points for Better Trips and Rewards

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

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

Read what our team is writing:

Amy Arnott

Follow us on social media.

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

Nvidia Earnings: AI Demand Smashes Expectations Again

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

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

Show notes

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

Nvidia’s 10-for-1 Stock Split

Target’s Weak Sales and Declining Market Share

Vanguard’s New CEO Starting Soon

Investing for Each Life Stage

Financial Priorities When You Approach Retirement

Why Investors Should Think About Withdrawal Sequencing During Pre-Retirement

Why Retirees Struggle to Start Tapping Into Their Portfolios

Financial Priorities When You Retire

What Investors Need to Know About Destiny Tech100

Closed-End Funds vs Open-End Funds

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

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

Key Takeaways for Investors

Read about topics from this episode.

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

Vanguard Chooses an Outsider as Its New CEO

An Investing Guide for Every Life Stage

The Bucket Investor’s Guide to Setting Retirement Asset Allocation

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

What to watch from Morningstar.

Maximize Credit Card Points for Better Trips and Rewards

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

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

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

Read what our team is writing:

Margaret Giles

Jack Shannon

Follow us on social media.

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

4 Lessons from My Credit Card Points and Miles Journey

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

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

Show notes

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

How Do Travel Credit Cards Work?

Why Did Credit Card Companies Start Offering Rewards?

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

Could Credit Card Companies Pull Back on Rewards?

Surcharges with Credit Cards

What is the Cost of Points and Miles?

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

Spending vs Splurging

What to Know Before Researching Credit Card Rewards

Recommendations to Maximize Credit Card Rewards

Read about topics from this episode.

Why Do I Need a Credit Card?

Best Financial-Services Companies to Own

What to watch from Morningstar.

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

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

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

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

Read what our team is writing:

Follow us on social media.

Twitter: https://twitter.com/MorningstarInc

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

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

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

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

Show notes

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

Disney’s Improved Streaming Results

Uber’s Strong Financial Results in 2024

Palantir’s Performance Led by AI Platform

Opportunities with Artificial Intelligence and Utility Stocks

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

Where Do Utilities Fit into AI Growth?

How Higher For Longer Interest Rates Could Affect Utilities

Utility Stock Picks

New Rules for Inherited IRAs

Withdrawals from Inherited IRAs and the 10-Year Rule

Important Distinction About What the IRS Waived in 2024

Tax Implications for Inherited IRAs

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

Read about topics from this episode.

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

Palantir Earnings: AI Platform Drives Strong Start to 2024

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

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

What to watch from Morningstar.

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

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

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

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

Read what our team is writing:

Travis Miller

Denise Appleby

Follow us on social media.

Twitter: https://twitter.com/MorningstarInc

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