Episoder
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Zach Evens, a passive strategies analyst for Morningstar Research Services, discusses two ETFs that use data from Unusual Whales to track congressional stock trades. He explains why investors might be drawn to these funds and the potential risks that they face.
Key Takeaways:
Why Investors May Want to Follow Congressional Stock Trades
Are Members of Congress Good at Picking Stocks?
The Firms Behind the ETFs: Subversive Capital and Unusual Whales
Limitations of the Data on Congressional Stock Trades
How Democrats and Republicans Invest Differently
Both the Democratic and Republican ETFs Favor Tech Stocks
How Outsize Tech Exposure Has Affected the Performance of These ETFs
Why Investors Face Concentration Risk With Thematic Funds Like Congressional ETFs
Why the ‘Black Box’ of Congress’ Investing Strategy Is Risky for Investors
Key Takeaways on Investing in Congressional ETFs
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. Click here to register
Read about topics from this episode.
The 2 ETFs That Track Congressional Stock Trades
Morningstar’s Guide to ETF Investing
An Investor’s Guide to the Next Trump Administration
The Big Shortfall: Understanding the gap in thematic funds
The Best Tech Stocks to Buy
Are Stock Investors in for Another Tech Wreck?What Trump’s Trade Wars Could Mean for the Global Economy and Markets
6 ETF Investing Predictions for 2025
What to watch from Morningstar.
Can Healthcare Stocks Keep Outperforming the Market?
Worried About a Market Sell-Off? These 10 Funds Reduce Portfolio Risk
Gray Divorce: How to Avoid Triggering a Costly Tax BillWhy the Bond Market Looks Brighter Than It Did in 2022
Read what our team is writing:
Zachary Evens
Margaret Giles
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Karen Anderson, director of healthcare equity research for Morningstar Research Services, discusses the forces shaping the landscape and where she sees opportunities for investors.
Key Takeaways:
Why Healthcare Stocks Have Been Resilient During the Market Downturn
How Regulatory Changes Could Affect the Healthcare Industry
Why Healthcare Stocks’ Valuations Look Attractive From a Bottom-Up View
How Have Healthcare Stocks’ Valuations Changed Historically?
How Stock Valuations Differ Within the Healthcare Sector
How an Aging US Population Affects the Healthcare Sector
Will GLP-1 Drugs Continue to Grow?
Regulatory Risks for Healthcare Stocks
Healthcare Stocks Outlook
Are Healthcare Stocks a Buy?
Healthcare Stock Picks
How Amgen Is Using AI in Healthcare
Read about topics from this episode.
Healthcare: Sector Looks Undervalued with Pullback After US Election and Obesity Data
Novo Nordisk: Next-Generation GLP-1/Amylin Drug Sees Leading Weight Loss in Small TrialHow GLP-1 Drugs Like Ozempic Are Boosting Biopharma Stocks
Biopharma Stock Election Impact: Potential Reduced IRA Headwind but Unpredictable Challenges
22 Best Healthcare Companies to Invest In
What to watch from Morningstar.
Worried About a Market Sell-Off? These 10 Funds Reduce Portfolio Risk
Gray Divorce: How to Avoid Triggering a Costly Tax BillWhy the Bond Market Looks Brighter Than It Did in 2022
Where to Find Bargain Stocks in an Expensive Market
Read what our team is writing:
Karen Andersen
Sarah Hansen
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Manglende episoder?
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Russ Kinnel, senior principal of ratings for Morningstar Research Services, researched which alternative, equity, and value funds could provide a good hedge during a market sell-off.
What is the Downside Capture Ratio?
Why Funds with A Low Downside Capture Ratio Make Good Diversifiers
How Does a Fund’s Maximum Drawdown Line Up with Its Downside Capture?
Why Savers Should Look for Low-Risk Investments
Floating-Rate Funds to Help Protect a Bond-Heavy Portfolio Against Interest-Rate Risk
Alternative Funds for Diversification
What is Arbitrage?
Large-Blend Funds to Help Preserve Capital
Defensive Large-Value Funds to Consider
A Small-Value Fund That Can Serve as a Good Diversifier
How Can Risk-Averse Investors Get Zero Downside?
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. Get tickets here.
Read about topics from this episode.
Subscribe to the FundInvestor Newsletter
How to Diversify Away From Large-Growth FundsHow to Diversify Your Portfolio to Handle a Market Correction
3 Super Risky Low-Risk Funds
A Practical Test for Contrarian Investing: When Should You Go Against the Grain?
Where to Invest in 2025 and Beyond
The Thrilling 36
5 Mistakes to Avoid With Your Investment Portfolio in 2025
Can Growth Stocks Keep Powering the Market Higher?
What to watch from Morningstar.
Gray Divorce: How to Avoid Triggering a Costly Tax Bill
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 InvestorsRead what our team is writing:
Russel Kinnel
Ivanna Hampton
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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
Read about topics from this episode.
Gray Divorce: 10 Financial and Tax Issues You Must Know After 50
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 InvestorsRead what our team is writing:
Sheryl Rowling
Ivanna Hampton
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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
Read about topics from this episode.
Experts Forecast Stock and Bond Returns: 2025 Edition
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
Read what our team is writing:
Dan Lefkovitz
Philip Straehl
Ivanna Hampton
Follow us on social media.
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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.
Subscribe to the StockInvestor Newsletter
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 2025Read what our team is writing:
David Harrell
Ivanna Hampton
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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 StrategiesBlindspots 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.
https://www.morningstar.com/business/events/morningstar-investment-conference?refid=investingin
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
Ivanna Hampton
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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 2025Why 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.
https://www.morningstar.com/business/events/morningstar-investment-conference?refid=investingin
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?
Read what our team is writing:
Daniel Sotiroff
David Sekera
Susan Dziubinski
Ivanna Hampton
Follow us on social media.
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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
Read about topics from this episode.
What Trump’s Proposed Tariffs Would Mean for the Economy
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
Read what our team is writing:
Preston Caldwell
Ivanna Hampton
Follow us on social media.
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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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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
Read about topics from this episode.
Markets Breathe a Sigh of Relief on Softer Core Inflation
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
Ivanna Hampton
Follow us on social media.
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Russ Kinnel, director of ratings for Morningstar Research Services, compares open-end funds and actively managed ETFs from Fidelity, T. Rowe Price, and Capital Group. Matthew Dolgin, senior equity analyst for Morningstar Research Services, discusses what he thinks of Netflix’s stock and where the streamer could profit next.
Open-End Funds vs. Active ETFs
Advantages of Active ETFs
Appeal for Day Traders
Disadvantage of Active ETFs
Which Investors Should Consider Swapping Mutual Funds for ETF Counterparts
Comparing Open-End Funds and Active ETFs on Key Factors
How T. Rowe Price Funds Compare to ETFs
Fidelity Funds vs ETFs Performance
Capital Group’s Different Approach to Their Funds vs ETFs
Decision Expected From SEC on ETF Share Class Requests
What’s New in the Markets
Netflix's Message to Competitors
Too Early to Judge Live Sports Push
How Can Netflix Increase Profits?
What to Watch for From Netflix’s Earnings Report
Morningstar’s Outlook on Netflix Stock
Read about topics from this episode.
How to Find the Right Active ETF for Your Portfolio
Will Active ETFs Outnumber Passive ETFs?
3 Great Active ETFs for Stock Investors
Are Active ETFs Truly More Tax-Efficient?
Morningstar’s Guide to Active ETFs
After Earnings, Is Netflix Stock a Buy, a Sell, or Fairly Valued?
3 Cheap Stocks to Watch in the Fight Over Sports Streaming
What to watch from Morningstar.
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:
Ivanna Hampton
Russ Kinnel
Matthew Dolgin
Follow us on social media.
Facebook: https://www.facebook.com/MorningstarInc/
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Jack Shannon, senior manager research analyst for Morningstar Research Services, discusses how fund companies are looking to put private assets in the hands of everyday investors. He explains the risks and opportunities in private equity and private credit, and where this trend could go in 2025.
What Are Private Assets?Risks of Private Assets vs. Public Assets
Why Fund Companies Want to Give Retail Investors Access to Private Assets
How Investors Can Access Private Assets Today
Why Funds Choose Private Credit Instead of Private Equity
Why Companies Stay Private
How the Lack of Liquidity in Private Assets Plays Out in Interval Funds
How Funds Provide Exposure to Private Equity
Do Funds with Private Equity or Private Credit Exposure Have Better Performance?
Would Holding Private Assets in an ETF Work?
Opportunities for Investors in Private Asset Funds
Private Asset Fund Outlook
Read about topics from this episode.
Morningstar's 2025 Outlook: Future Market Investment Strategies
When Will Public and Private Equity Markets Finally Converge?
DXYZ: This Closed-End Fund Is Not Destiny’s Child
Invest in SpaceX Alongside Elon Musk? Why This Closed-End Fund Is Not Worth the Ride
Private Credit: Avoid This Common Asset Allocation Mistake
2025 US Private Credit Outlook: More M&A, Larger Lenders, Bigger Market
Ask Your Advisor These Questions Before Investing in Private Credit
What to watch from Morningstar.
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
What Higher Bond Yields Mean for Markets in 2025
Read what our team is writing:
Jack Shannon
Margaret Giles
Follow us on social media.
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Dominic Pappalardo, chief multi-asset strategist for Morningstar Investment Management, discusses where to find the highest bond yields this year and whether corporate bonds are still attractive.
Why Cash is No Longer KingIs a 3% Interest Rate Forecast a Wake-Up Call?
Why It's a Good Time for Investors to Move Out of Cash
Why Investors Should Move Longer Term in Fixed Income
Are Corporate Bonds Still Attractive?
Where We Are Seeing Promising Yields From Global Bonds
What to Keep in Mind When Investing in Global Bonds
Where to Invest in 2025
Read about topics from this episode.
Where to Find Returns When Interest Rates Fall
Morningstar's 2025 Outlook: Future Market Investment Strategies
Morningstar’s 2025 Investment Outlook for Financial Advisors
Why Our Best Investment Ideas for 2025 Are Outside the US
What to watch from Morningstar.
How to Diversify Your Portfolio to Handle a Market Correction
What Higher Bond Yields Mean for Markets in 2025
Yes, You Can Still Find Tax-Loss Harvesting Opportunities in 2024
Read what our team is writing:
Dominic Pappalardo
Ivanna Hampton
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Facebook: https://www.facebook.com/MorningstarInc/
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Tom Lauricella, Morningstar Inc global markets editor, explains why the market reacted poorly to the Federal Reserve’s interest-rate outlook. The Smart Investor newsletter editor also discusses some of 2024’s biggest headlines such as inflation, the broader stock market rally, and new leadership in Washington.
Why the Fed Scaled Back from Four Interest-Rate Cuts to Two for 20255Did the Market Bounce Back After the Drop Following the Fed Rate Decision?
Why the Fed Isn’t Saying They Are Seeing a Stronger Economy in 2025
Will Trump’s Tariffs Cause Inflation to Rise?
Will the Market’s Momentum Continue into 2025?
High Yields in the Bond Market Are Benefitting Investors
Will the Trump Administration Boost Bitcoin’s Growth?
How Investor’s Should Approach Trump’s Second Term
5 Stories Investors Should Watch for in 2025
Read about topics from this episode.
Subscribe to Morningstar’s SmartInvestor newsletter.
Stocks Tumble on New Fed Rate Forecast—Here’s Why
Fed Sets Stage For Fewer (or Possibly No) Rate Cuts in 2025
Forecasts for November PCE Preview Show More Moderation in Inflation
What to Expect From Bitcoin in 2025
What Higher Bond Yields Mean for Markets in 2025
What to watch from Morningstar.
How to Diversify Your Portfolio to Handle a Market Correction
What Higher Bond Yields Mean for Markets in 2025
Yes, You Can Still Find Tax-Loss Harvesting Opportunities in 2024
A Simpler Medicare Part D Is Coming. Here's How It Could Save You Money
Read what our team is writing:
Tom Lauricella
Ivanna Hampton
Follow us on social media.
Facebook: https://www.facebook.com/MorningstarInc/
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Russel Kinnel, director of ratings for Morningstar Research Services, discusses large growth’s impressive run in 2024 and why it might be time to rebalance if you haven’t in a while.
What is Driving Growth’s Impressive Run?
Why Is it Important to Rebalance Now
What Triggered Growth’s Largest Selloffs Since 2000
What Was Unusual About the Growth Correction in 2022
Top-Rated Bond Funds that Could Help with Saving for an Emergency Fund
Bond Funds that are Defensive if Growth Gets Crushed
Small-Value Funds Out of Sync With Large Growth
Mid-Growth Funds that are Good Diversifiers
Read about topics from this episode.
Subscribe to the Morningstar FundInvestor newsletter.
6 Top-Performing Large-Growth Funds
Is It Time to Diversify Beyond US Large-Cap Growth Stocks?
How to Rebalance Your Portfolio Before 2025
The Best Funds for Rebalancing in 2025
The Best Bond Funds
What to watch from Morningstar.
What Higher Bond Yields Mean for Markets in 2025
Yes, You Can Still Find Tax-Loss Harvesting Opportunities in 2024
A Simpler Medicare Part D Is Coming. Here's How It Could Save You Money
A Better Way to Use Leverage in Your ETF Portfolio
Read what our team is writing:
Russel Kinnel
Ivanna Hampton
Follow us on social media.
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Dominic Pappalardo, chief multi-asset strategist at Morningstar Investment Management, discusses why long-term yields spiked in the wake of the election, what's next for fixed-income in 2025, and how investors can take advantage of higher yields in their portfolios.
Why Did Bond Yields Rise in the Wake of the Election?How Investors Are Thinking About Rising Bond Yields
What the Current Run-Up in Bond Yields Tells Us About the Markets
How Do Today’s Yields Compare to History?
Will the Flat Yield Curve Start to Steepen?
How Bond Yields Affect the Stock Market
How Long Can the Market Withstand a Higher Interest Rate Environment?
How Bond Yields Affect Mortgages
How Today’s Bond Yields Can Benefit Investors When Looking at Portfolio Construction
Economic Outlook 2025 Key Takeaways
Read about topics from this episode.
Postelection Deficit Concerns Fuel Jump in Bond Yields
Trump’s Tariffs: A Wild Card for the Markets in 2025
Fed Sticks to Rate Cut Plans, for Now
‘Diversification Is Back’—Why 60/40 Portfolios Are Working
What to watch from Morningstar.
Yes, You Can Still Find Tax-Loss Harvesting Opportunities in 2024
A Simpler Medicare Part D Is Coming. Here's How It Could Save You Money
A Better Way to Use Leverage in Your ETF Portfolio
Apple Earnings Are on Deck. Will Apple Intelligence Help Drive iPhone Sales?
Read what our team is writing:
Sarah Hansen
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Christine Benz, Morningstar’s director of personal finance and retirement planning, discusses the ins and outs of tax-loss selling and where investors can look for potential opportunities to harvest losses in their portfolios.
What is Tax-Loss Selling?
Are There Limits to How Much You Can Offset Capital?
How to Evaluate Your Cost Basis to Find Loss Opportunities
What is the 30 Day Rule for Tax-Loss Selling?
Why Investors Should Think About Tax-Loss Selling When Markets Are Up
How to Make Tax-Loss Selling a Part of Your Portfolio Maintenance Strategy
Why Tax-Loss Selling is a Bear Market Strategy
Read about topics from this episode.
How You Could Benefit from Tax-Loss Selling This Year
Are Active ETFs Truly More Tax-Efficient?
Ready for a Big Capital Gains Tax Bill?
What You Need to Know About Capital Gains Distributions
Which Investments to Keep Out of Your Taxable Account
What to watch from Morningstar.
A Simpler Medicare Part D Is Coming. Here's How It Could Save You Money
A Better Way to Use Leverage in Your ETF Portfolio
Apple Earnings Are on Deck. Will Apple Intelligence Help Drive iPhone Sales?
Is Your Portfolio Built to Withstand a Market Rotation?
Read what our team is writing:
Christine Benz
Margaret Giles
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David Harrell, editor of Morningstar’s DividendInvestor newsletter, makes the case for dividend investing. However, he also points out the pitfalls, like dividend fallacy, that income-focused investors should watch out for.
Why Investors Are Divided About Dividend InvestingThe Pitfall of Dividend Fallacy
Warning Signal for Dividend Traps
Should Investors Focus on Total Return Rather Than Dividends Alone?
How a Dividend-Focused Investment Strategy Can Help with Safe Withdrawal Rates
Why Investors May Not Want to Create Their Own Dividend
Why Long-Term Performance Matters When Looking at Dividend Stocks Versus the Broder Market
Are Share Repurchases Better Than Dividends at Returning Capital to Stock Owners? (This part of the episode includes a clarification: Taxes on qualified dividends can be avoided if your AGI is below certain levels.)
Drawbacks of a Dividend-Focused Investment Strategy
Has Dividend Investing Created Bad Investor Behavior?
Read about topics from this episode.
Subscribe to the Morningstar DividendInvestor newsletter.
3 Dividend Stocks for November 2024
Are Better Days Ahead for Dividend Investors?
Is a Dividend Stock Comeback Around the Corner?
New Dividend Stocks: Can Meta and Salesforce Help Revive the Classic Strategy?
There Is Nothing Special About Dividends
What to watch from Morningstar.
A Simpler Medicare Part D Is Coming. Here's How It Could Save You Money
A Better Way to Use Leverage in Your ETF Portfolio
Apple Earnings Are on Deck. Will Apple Intelligence Help Drive iPhone Sales?
Is Your Portfolio Built to Withstand a Market Rotation?
Read what our team is writing:
David Harrell
Ivanna Hampton
Follow us on social media.
Facebook: https://www.facebook.com/MorningstarInc/
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Mark Miller, Morningstar contributor, talks about the new $2,000 out-of-pocket cap for Medicare Part D coming in 2025. Plus, learn what you should know before switching between Medicare Advantage and traditional Medicare during open enrollment.
Traditional Medicare vs. Medicare Advantage
Why Seniors Shouldn’t Just Roll Over Their Plans in 2025
2025 Medicare Part D Changes
Medicare’s New Prescription Payment Plan
What Should Seniors Do If Their Medicare Advantage Plan is Being Eliminated?
What You Need to Know About Switching Between Traditional Medicare and Medicare Advantage
Where You Can Go to Get Help Choosing a New Medicare Plan
Read about topics from this episode.
Medicare Open Enrollment: What to Know as You Enroll for 2025
I’m 65 and Still Working. Should I Enroll in Medicare?
Are Consumers Better Off With Medicare Plus a Medigap Plan?
What to watch from Morningstar.
A Better Way to Use Leverage in Your ETF Portfolio
Apple Earnings Are on Deck. Will Apple Intelligence Help Drive iPhone Sales?
Is Your Portfolio Built to Withstand a Market Rotation?
Inherited IRA Rules: What You Need to Know Before 2025
Read what our team is writing:
Mark Miller
Ivanna Hampton
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/
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