Podcast Investing Insights par Morningstar, Ivanna Hampton, Sarah Hansen Épisodes

Explorez tous les épisodes du podcast Investing Insights

Plongez dans la liste complète des épisodes de Investing Insights. Chaque épisode est catalogué accompagné de descriptions détaillées, ce qui facilite la recherche et l'exploration de sujets spécifiques. Suivez tous les épisodes de votre podcast préféré et ne manquez aucun contenu pertinent.

	Titre	Date	Durée
	Boating Season Is Over, but Don't Overlook These Recreational Vehicle Stocks	06 Sep 2024	00:12:07
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 Follow us on social media. Facebook: https://www.facebook.com/MorningstarInc/ X: https://x.com/MorningstarInc Instagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
	5 Ways to Improve America’s Retirement Savings	30 Aug 2024	00:15:39
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 Follow us on social media. Facebook: https://www.facebook.com/MorningstarInc/ X: https://x.com/MorningstarInc Instagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/ 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	21 Jun 2024	00:13:24
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 Follow us on social media. Facebook: https://www.facebook.com/MorningstarInc/ X: https://twitter.com/MorningstarInc Instagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
	High Inflation Shifts Focus to the Expected Federal Reserve Interest-Rate Hike	16 Sep 2022	00:12:38
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/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
	New iPhone Can't Make Apple's Stock Shine	09 Sep 2022	00:21:01
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/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
	Beware of Buying Low in a Bear Market	02 Sep 2022	00:17:38
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/ 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	14 Jun 2024	00:17:39
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 Follow us on social media. Facebook: https://www.facebook.com/MorningstarInc/ X: https://twitter.com/MorningstarInc Instagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/ 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	07 Jun 2024	00:14:33
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 Follow us on social media. Facebook: https://www.facebook.com/MorningstarInc/ X: https://twitter.com/MorningstarInc Instagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/ 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	31 May 2024	00:21:48
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 Follow us on social media. Facebook: https://www.facebook.com/MorningstarInc/ X: https://twitter.com/MorningstarInc Instagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/ 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	24 May 2024	00:24:58
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 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/ 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	17 May 2024	00:20:33
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 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/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
	Short-Term Market Volatility Could Provide Long-Term Investing Opportunities	10 May 2024	00:16:38
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 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/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
	Magnificent Seven Stocks: What’s Going on With Apple, Tesla, and Alphabet?	03 May 2024	00:17:04
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 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/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
	Covered Call and Buffer ETFs: Do the Pros Outweigh the Cons?	26 Apr 2024	00:16:32
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 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/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
	Make These Investing Moves Now for a Better Tax Day in 2025	19 Apr 2024	00:20:40
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 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/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
	Mutual Funds Turn 100. Can Investors Still Count on Them?	23 Aug 2024	00:13:17
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 Follow us on social media. Facebook: https://www.facebook.com/MorningstarInc/ X: https://x.com/MorningstarInc Instagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
	3 Cheap Stocks to Watch in the Fight Over Sports Streaming	12 Apr 2024	00:16:55
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 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/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
	How to Find a Great Dividend Fund	05 Apr 2024	00:13:32
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 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/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
	The 4% Retirement Rule is Just a Starting Point	29 Mar 2024	00:15:54
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 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/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
	New Dividend Stocks: Can Meta and Salesforce Help Revive the Classic Strategy?	22 Mar 2024	00:19:50
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 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/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
	Self-Made Millionaire Tori Dunlap Embraces Mission to Make Women Rich	15 Mar 2024	00:23:49
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 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/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
	What’s Surprising Some Retirees About Their Social Security Benefits?	08 Mar 2024	00:11:54
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/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
	SPY Vs VOO: Which of Warren Buffett’s Two ETFs Are a Better Bet?	01 Mar 2024	00:18:13
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 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/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
	How to Get the Most Out of Your Bond Investments	23 Feb 2024	00:14:52
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 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/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
	Walmart Stock Split and Earnings Are Coming Up. What to Expect.	16 Feb 2024	00:14:17
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 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/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
	Should You Bet on Online Gambling Stocks Now?	09 Feb 2024	00:15:37
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 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/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
	Too Many Investment Accounts? Here’s How to Reduce the Clutter	16 Aug 2024	00:15:54
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 Follow us on social media. Facebook: https://www.facebook.com/MorningstarInc/ X: https://x.com/MorningstarInc Instagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
	When Will the Fed Finally Cut Rates?	02 Feb 2024	00:15:51
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 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/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
	Could Company 401(k)s Go the Way of IBM?	26 Jan 2024	00:19:56
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 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/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
	Why Now Is the Time for Value Investing	19 Jan 2024	00:14:46
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 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/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
	AI Can Help Restaurants Innovate, But Will It Deliver Profits?	12 Jan 2024	00:13:14
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 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/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
	Betting Big on Stocks Rarely Beats Boring Investing	05 Jan 2024	00:16:38
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 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/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
	5 Pieces of Good News for Investors as 2023 Wraps Up	22 Dec 2023	00:12:56
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 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/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
	Charlie Munger, Warren Buffett Built Berkshire Hathaway to Thrive After They’re Gone	15 Dec 2023	00:20:56
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 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/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
	Why are Active ETFs Everywhere, and Are Investors Abandoning Mutual Funds?	08 Dec 2023	00:17:59
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 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/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
	Timing the Market Doesn’t Work — We Did the Math	01 Dec 2023	00:21:33
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 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/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
	Make the Most of Your HSA Benefits and Investments in 2024	24 Nov 2023	00:16:05
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 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/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
	Now’s the Time to Diversify Beyond Magnificent Seven Stocks	09 Aug 2024	00:20:42
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 Follow us on social media. Facebook: https://www.facebook.com/MorningstarInc/ X: https://x.com/MorningstarInc Instagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
	Headwinds Hold Airlines Back, But Check Out These Travel Stocks for the Holidays	17 Nov 2023	00:16:18
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 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/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
	Higher Bond Yields and Interest Rates Are Here to Stay	10 Nov 2023	00:16:08
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 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
	New iShares Target-Date ETFs Provide Different Retirement Saving Path	03 Nov 2023	00:13:24
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 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/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
	5 Scary Stocks for You to Avoid This Halloween	27 Oct 2023	00:28:35
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 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/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
	Navigating Medicare Open Enrollment for 2024	20 Oct 2023	00:20:38
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 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/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
	Falling Mutual Fund and ETF Fees a ‘Big Win for Investors’	13 Oct 2023	00:11:12
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 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/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
	TikTok: Risky Tax Advice and Supersize Valuations	06 Oct 2023	00:23:49
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 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/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
	Payment Pause Ends: Student Loan Expert Shares Repayment Tips	29 Sep 2023	00:22:13
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 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/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
	UAW Strike Raises Investor Risks	22 Sep 2023	00:22:48
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 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/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
	3 of the Best Robo-Advisors, and One of the Worst	15 Sep 2023	00:16:12
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 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/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
	3 Asset Classes That Could Raise Your Portfolio’s Risk Level	02 Aug 2024	00:15:59
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 Follow us on social media. Facebook: https://www.facebook.com/MorningstarInc/ X: https://x.com/MorningstarInc Instagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
	Stocks to Consider as the U.S. Pushes to Reclassify Cannabis	08 Sep 2023	00:13:31
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 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/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

About us Privacy Policy