Investing Insights

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Sarah Hansen

Preston Caldwell

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An Investing Guide for Every Life Stage

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

Show notes

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.

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

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Margaret Giles

Bryan Armour

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

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

Show notes

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

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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

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

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Jackie Cook

Sheryl Rowling

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

Show notes

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

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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.

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

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

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Matthew Dolgin

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What Makes a Great Dividend Fund?

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How to Find a Great Dividend Fund Apr 05, 2024

Show notes

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

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3 Great International Dividend ETFs for 2024

The Best Dividend Funds

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?

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Daniel Sotiroff

Todd Trubey

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Six Retirement Withdrawal Strategies that Stretch Savings

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

Show notes

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

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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?

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John Rekenthaler

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

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

Show notes

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

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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?

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Preston Caldwell

David Harrell

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

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

Show notes

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

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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?

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