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Gray Divorce: 10 Financial and Tax Issues You Must Know After 50

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Gray Divorce: How to Avoid Triggering a Costly Tax Bill Mar 07, 2025

Show notes

Sheryl Rowling, editorial director for financial advice at Morningstar Inc, discusses the financial and tax issues that could come up during and after a gray divorce.

Limiting the Financial Impact of a Gray Divorce

How to Budget After Divorce

What to Do if There’s a Budget Shortfall

Social Security Divorce Benefits

Gray Divorce Near Retirement

Will a New Tax-Filing Status Result in Higher Taxes?

How to Fairly Split Assets in Divorce

How to Avoid Tax Penalties When Dividing Retirement Accounts

Pros and Cons of Keeping the Family Home

Selling the House and Downsizing After Divorce

Why Hire Professionals to Help with a Gray Divorce

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Maybe You Shouldn’t Delay Taking Your Social Security Benefits After All

Six Retirement Withdrawal Strategies That Stretch Savings

6 Retirement Financial Myths to Avoid

What You Need to Know About Capital Gains Distributions

How to Choose a Financial Advisor

What to watch from Morningstar.
Why the Bond Market Looks Brighter Than It Did in 2022
Where to Find Bargain Stocks in an Expensive Market
These 4 Dividend ETFs Strike the Right Balance for Income Investors
Vanguard Fee Cuts May Be Small, But They’re a Win For Investors

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Sheryl Rowling

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Experts Forecast Stock and Bond Returns: 2025 Edition

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Why the Bond Market Looks Brighter Than It Did in 2022 Feb 28, 2025

Show notes

Dan Lefkovitz, strategist for Morningstar Indexes, talks about what he finds noteworthy in the bond market today. Philip Straehl, chief investment officer for the Americas for Morningstar Wealth, a part of registered investment adviser Morningstar Investment Management, explains why employees who own company stock should protect their total wealth.

Bond Market in Q1 2025

Why Did the 10-Year US Treasury Yield Go Up After 2024 Interest Rate Cuts

Why Bond Investors Are Worried Following the US Presidential Election

What’s the Bright Side for Bonds?

The Importance of Portfolio Diversification

Morningstar’s 2025 Bond Outlook

Key Takeaways on Portfolio Diversification

What’s New in the Markets?

What Are Restricted Stock Units?

Risks Associated with RSUs

Examining RSU Risk Through Portfolio Personalization

Understanding Concentration Risk’s Effect on Your Total Wealth

Do Separately Managed Accounts Offer Enough Personalization?

How Should Investors Mitigate the Risk?

How Do Your Financial Goals Play Into Diversifying Your Concentrated Portfolio?

Do You Need a Financial Advisor to Diversify Your Portfolio?

Key Takeaways on RSUs and Portfolio Personalization

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What Higher Inflation Means for Stock/Bond Correlations

10 Financial Rules of Thumb You Don’t Have to Follow

Do as I Say (Not as I Do)

Bonds Might Be Losing Money, but There Is a Bright Side

8 Top-Performing High Yield Bond Funds

Stocks and Bonds Stumble on Hot Jobs Report. Are Markets in Trouble, or Is It Just Noise?

How to Make Sure Your Personalized Portfolio Doesn’t Backfire

Should Your Clients’ Stock Portfolios Consider Their Careers?

What to watch from Morningstar.

Where to Find Bargain Stocks in an Expensive Market
These 4 Dividend ETFs Strike the Right Balance for Income Investors
Vanguard Fee Cuts May Be Small, But They’re a Win For Investors
How Inflation, Tariffs, and More Could Impact Your Finances in 2025

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Dan Lefkovitz

Philip Straehl

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Subscribe to the StockInvestor Newsletter

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Where to Find Bargain Stocks in an Expensive Market Feb 21, 2025

Show notes

David Harrell, editor of Morningstar’s StockInvestor newsletter, investigated stock valuation trends from a watchlist with 120 names across the market. He reveals which stocks are relative bargains.

The Evolution of the Morningstar Style Box

What Is the Value-Growth Score for Stocks?

Why Investors Should Look Deeper Than Overall Market Trends

Investigating Stock Valuation Trends on the Tortoise and Hare Watchlist

Small-Cap Stock Findings

Are There Any Mega-Cap Stocks on Morningstar StockInvestor’s Watchlist?

Which Stocks Earned the Minimum Value-Growth Score?

Which Stocks Earned the Maximum Value-Growth Score?

What's next is now at the Morningstar Investment Conference. Register now to get to the source for cutting-edge research, expert insights, and thorough analysis.

https://www.morningstar.com/business/events/morningstar-investment-conference?refid=investinginRead about topics from this episode.

3 Top Value Stocks to Buy and Hold for 2025

11 Newly Overvalued Stocks

Top 15 Value-Creating Stocks of the Past Decade

Weekly Market Update: Stocks Rise 1.35% as Tech Sector Gains

John Rekenthaler: ‘The House Is With You When You’re Investing’

Market Barometer

What to watch from Morningstar.
These 4 Dividend ETFs Strike the Right Balance for Income Investors
Vanguard Fee Cuts May Be Small, But They’re a Win For Investors
How Inflation, Tariffs, and More Could Impact Your Finances in 2025
Why Inflation Still Poses a Risk to Stocks and Bonds in 2025

Read what our team is writing:

David Harrell

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These 4 Dividend ETFs Strike the Right Balance for Income Investors Feb 14, 2025

Show notes

Bryan Armour, director of passive strategies research for North America for Morningstar Research Services, explains how dividend income and dividend growth strategies work. He also discusses why four dividend ETFs from Vanguard and Schwab earn top marks.
Comparing Income and Growth Dividend ETF Strategies

Blindspots in Dividend ETF Investing

Are Company Payouts Expected to Increase Over Time for Dividend Growth ETFs?

Judging the Performance of Dividend ETF Strategies

What is Factor Investing?

Writing Your Factor Exposure Checklist for Dividend ETFs

Gold-Rated Dividend Growth ETFs from Vanguard

Why is Vanguard’s Dividend Income Strategy Impressive?

Why Schwab’s Dividend ETF Is Worthy of a Gold Rating

What's next is now at the Morningstar Investment Conference. Register now to get to the source for cutting-edge research, expert insights, and thorough analysis.

Read about topics from this episode.

The Top High Dividend ETFs for Passive Income in 2025

Is It Time to Reconsider Dividend Funds?

How to Choose a Dividend Fund

How to Maximize the Tax Efficiency of an ETF Portfolio

3 Great US ETFs for 2025 and Beyond

What to watch from Morningstar.

Vanguard Fee Cuts May Be Small, But They’re a Win For Investors

How Inflation, Tariffs, and More Could Impact Your Finances in 2025

Why Inflation Still Poses a Risk to Stocks and Bonds in 2025

Active ETFs vs Mutual Funds: What to Know Before Picking a New Fund

Read what our team is writing:

Bryan Armour

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Vanguard Fee Cuts May Be Small, But They’re a Win For Investors Feb 07, 2025

Show notes

Dan Sotiroff, a senior manager research analyst for Morningstar, explains how lower fees on dozens of Vanguard investments will likely benefit both investors and the popular money manager. Plus, we hear from the hosts of our new podcast, The Morning Filter. David Sekera, Morningstar's chief US market strategist, and Susan Dziubinski, an investment specialist at Morningstar Inc., discuss how they cut through the noise of the stock market each week.
Vanguard Fee Cuts 2025

Why Is Vanguard Cutting Fees Now?

6 Noteworthy Vanguard Funds and ETFs With Cheaper Expense Ratios

Vanguard Signals to Investors to Consider Bond Funds

Is Vanguard’s New CEO Putting Pressure on BlackRock to Lower Fees?

Has the “Race to the Bottom” of Cheaper Fund Fees Started Again?

What Lower Fund Fees Mean for Vanguard Investors in the Long Term

How Vanguard Can Keep and Grow Their Customer Base

What’s New in the Markets

Introducing The Morning Filter Podcast

How The Morning Filter Brings Unique Insights to Listeners

What to Expect from The Morning Filter’s Weekly Analysis of Stock Picks and Pans Market

Outlook 2025: What Investors Can Expect

How Investors and Advisors Learn from The Morning Filter

What's next is now at the Morningstar Investment Conference. Register now to get to the source for cutting-edge research, expert insights, and thorough analysis.

Read about topics from this episode.

Vanguard Cuts Fees on Nearly 90 Funds and ETFs

Vanguard in 2025: What Investors Need to Know

Subscribe to The Morning Filter on Apple podcasts, or wherever you stream podcasts.

3 Stocks to Buy Before They Bounce Back

What to watch from Morningstar.

How Inflation, Tariffs, and More Could Impact Your Finances in 2025

Why Inflation Still Poses a Risk to Stocks and Bonds in 2025

Active ETFs vs Mutual Funds: What to Know Before Picking a New Fund

It's Getting Easier to Invest in Private Assets. What Does That Mean for Investors?

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What Trump’s Proposed Tariffs Would Mean for the Economy

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How Inflation, Tariffs, and More Could Impact Your Finances in 2025 Jan 31, 2025

Show notes

Preston Caldwell, senior US economist for Morningstar Investment Management, discusses the Federal Reserve’s interest-rate decision, his outlook for inflation in 2025, and the potential impact of US tariffs.
Fed Meeting January 2025: Was Pausing Interest-Rate Cuts a Good Move?

Outlook for Inflation in 2025

How a Strong Jobs Market Fits into the Fed’s Outlook

Why Mortgage Rates Rose When Interest Rates Fell

When is the Next Fed Meeting in 2025?

Are Interest Rates Going Down in 2025?

How Mass Deportations Could Affect Businesses and Consumers

How US Tariffs Could Affect Consumer Goods Prices

Tracking Inflation, Financial Conditions, and the Housing Market

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Forecasts for December PCE Report Show Continued Improvement on Core Inflation

Fed Hits the Pause Button, Awaits Further Data Amid Policy Uncertainty

An Investor’s Guide to the Next Trump Administration

What to watch from Morningstar.

Why Inflation Still Poses a Risk to Stocks and Bonds in 2025

Active ETFs vs Mutual Funds: What to Know Before Picking a New Fund

It's Getting Easier to Invest in Private Assets. What Does That Mean for Investors?

Where Investors Can Find the Highest Bond Yields in 2025

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Preston Caldwell

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Markets Breathe a Sigh of Relief on Softer Core Inflation

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Introducing The Morning Filter Jan 27, 2025

Show notes

Follow The Morning Filter on Apple Podcast to hear new episodes on Monday mornings.

https://podcasts.apple.com/us/podcast/the-morning-filter/id1792280057

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Why Inflation Still Poses a Risk to Stocks and Bonds in 2025 Jan 24, 2025

Show notes

Sarah Hansen, Morningstar Inc markets reporter, explains why the markets are closely watching inflation and what some forecasters expect. Seth Goldstein, strategist for Morningstar Research Services, discusses whether the new Trump administration’s policies could affect the electric vehicle industry and his outlook for Tesla’s stock.

What’s Changed About the Inflation Outlook

Why Inflation is Running Hotter Again

What Stubborn Inflation Means for Investors and the Economy

Markets’ Response to Inflation

Why Investors Need to Pay Attention to Inflation Drivers

What Economists Think Is Next for Inflation

Bottom Line for Investors

What’s New in the Markets

How Trump’s Policy Shift Could Affect Tesla and Other Automakers

Is It Still Possible for EVs to Hit Their Accelerated Growth Forecast?

Why Tesla May Have a Comeback in 2025

What to Look for in Tesla’s Upcoming Earnings

Morningstar’s Outlook on Tesla Stock

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December Inflation Data Closes Door on January Rate Cut, but There’s Improvement Under the Hood

Is Inflation Really What Ails Stocks and Bonds?

Stocks and Bonds Stumble on Hot Jobs Report. Are Markets in Trouble, or Is It Just Noise?

Tesla: Full-Year Deliveries Decline and Energy Storage Deployments Set Record High

What to watch from Morningstar.

Active ETFs vs Mutual Funds: What to Know Before Picking a New Fund

It's Getting Easier to Invest in Private Assets. What Does That Mean for Investors?

Where Investors Can Find the Highest Bond Yields in 2025

How the Fed's Surprise Outlook Adds to Market Uncertainty for 2025

How to Diversify Your Portfolio to Handle a Market Correction

Read what our team is writing:

Sarah Hansen

Seth Goldstein

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