Episodes
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Two Morningstar research leaders join Investing Insights to discuss whether US investors should consider international stocks and fixed income. They are Dominic Pappalardo, chief multi-asset strategist, and Philip Straehl, chief investment officer for the Americas, for Morningstar Wealth, part of registered investment adviser, Morningstar Investment Management.
Key Takeaways:
How the Markets Have Been Handling Volatility in 2025
Why Economic Data Has Stayed More Stable Than the Markets During Volatility
Why the Timing and the Scale of the Tariffs Were a Shock to the Market
Will International Stocks Outperform US Stocks?
Why Now Is the Time to Check Your International vs US Stock Allocation
Should Investors Broaden Their International Stock Exposure?
Why Global Consumer Stocks Are Poised to Perform Well During Market Volatility
How Rising Yields in Fixed Income Can Create Opportunities for Investors
How the Shape of the Yield Curves Have Shifted
How US Investors Can Mediate US Dollar Weakness With International Equity Exposure
Key Takeaways on the US Market Outlook vs International Market Outlook
Read about topics from this episode.
2025 Morningstar Investment Conference: How to Invest Today
Bull or Bear? Here’s How the Outlook for Stocks Stacks Up
BlackRock’s Rick Rieder: Why the US Economy Is Going to Be Fine
6 Charts on How Trump’s Tariffs Have Upended Global Markets
Should Investors Rethink Global Diversification Amid Tariff Uncertainty?
What Higher Bond Yields Mean for Markets in 2025
Why the Bond Market Looks Brighter Than It Did in 2022
The Trade Deals That Could Calm Wall Street
Why Holding Assets Outside the US Dollar Has Paid Off in 2025
Consumer Stocks Stand Out Among Opportunities for the Second Half of 2025
For Investors Who Can Get Beyond Headline Risk, Opportunity Beckons in Bonds
How Healthy Is the US Economy? Here’s What the Top Economic Indicators Say
What to watch from Morningstar.
Digital Advice in 2025: What You Need to Know About Robo-AdvisorsDemystifying Private Equity and Private Credit ETFs: What Every Investor Should Know
Market Volatility: Portfolio Diversification Is Winning in 2025
13 Elite Companies With Fast-Growing Dividends
Read what our team is writing:
Philip Straehl
Dominic Pappalardo
Ivanna Hampton
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Lan Tran, manager research analyst for Morningstar Research Services, discusses the benefits and limitations of digital investment advice. Plus, a look at the best and worst robo-advisors of 2025.
What Is a Robo-Advisor?
Robo-Advisors vs. Traditional Advisors
Who Should Use a Robo-Advisor?
Benefits of Digital Investment Advice vs. a DIY Approach
Do Robo-Advisors Offer Retirement and Taxable Accounts?
Limitations of Robo-Advisors
Robo-Advisor Fee Structure
How Robo-Advisors Are Taking a Hybrid Approach to Financial Advice
How Morningstar Rates the Best Robo-Advisors of 2025
Do Robo-Advisors Control Security Selection in Your Portfolio?
Why Betterment Is One of Morningstar’s Top 3 Robo-Advisors of 2025
Why Fidelity Go Is 2025’s Runner-Up for Top Robo-Advisor
Why Vanguard Remains the Best Robo-Advisor in 2025
The Worst Robo-Advisor of 2025
Read about topics from this episode.Are Robo-Advisors Still Worth It?
Compare Robo-Advisor Performance & Assess the Best Options
The Best Robo-Advisors of 2025
Should You Be Using a Robo-Advisor?
Are Robo-Advisors Worth Your Investment?
Another Robo-Advisor Bites the Dust
What Is a Robo-Advisor?
5 Questions to Ask a Financial Advisor
What to watch from Morningstar.
Demystifying Private Equity and Private Credit ETFs: What Every Investor Should KnowMarket Volatility: Portfolio Diversification Is Winning in 2025
13 Elite Companies With Fast-Growing Dividends
The Stock Strategies That Are Paying Off in 2025
Worried About Inflation? What to Know Before Buying TIPS ETFs
Read what our team is writing:
Lan Anh Tran
Margaret Giles
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Missing episodes?
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Bryan Armour, director of ETF and passive strategies research for North America at Morningstar Research Services, discusses private equity ETFs and private credit ETFs. Armour also previews his session at the 2025 Morningstar Investment Conference featuring two ETF experts.
Hear From Experts on Private Asset ETFs at the 2025 Morningstar Investment Conference
How Do Private Equity and Private Credit Investments Work?
Why Access to Private Markets Is Expanding
How Private Assets Pose a Challenge in ETFs
Private Asset ETF Performance: PRIV and XOVR
What Does Morningstar Think of Private Asset ETFs?
How Firms Are Pricing Private Portfolio Shares
Can Private Credit ETFs and Private Equity ETFs Improve Diversification?
What Investors Stand to Gain or Lose in Private Markets
Why Private Equity and Private Credit ETFs Are Here to Stay
Read about topics from this episode.
Register for the Morningstar Investment Conference 2025
How Private Assets Impede the Benefits of ETFs
New Private Credit Funds Want Your Money. Here’s Why You Should Be Cautious
It’s Getting Easier to Invest in Private Assets. What Does That Mean for Investors?
What’s It Taking for Private Equity to Reach Smaller Investors?
Persistence of Performance in Private Equity
Unlikely Allies: Vanguard and Others Team Up to Offer Private-Market Investments
Private Markets Are Coming to Financial Advisors
Investors First: Unlocking Opportunities in Private Markets
Morningstar′s Guide to ETF Investing
What to watch from Morningstar.
Market Volatility: Portfolio Diversification Is Winning in 202513 Elite Companies With Fast-Growing Dividends
The Stock Strategies That Are Paying Off in 2025
Worried About Inflation? What to Know Before Buying TIPS ETFs
Read what our team is writing:
Bryan Armour
Ivanna Hampton
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Amy Arnott, Morningstar Inc. portfolio strategist, discusses the success of the 60/40 portfolio and how diversification is paying off during market volatility this year.
How Diversification Has Held Up Against Market Volatility in 2025Which Asset Classes Have Been Strong Diversifiers in 2025?
Which Asset Classes Have Struggled as Diversifiers?
How Have US vs. Non-US Stocks Performed in 2025?
Can Investors Still Turn to Fixed Income During Market Volatility?
How Correlations Between Asset Classes Is Key to Diversification
60/40 Portfolio vs. Diversified Portfolio
Why the 60/40 Portfolio Outperformed in the Long Term
The Best Ways to Diversify Your Portfolio During Market Volatility
What Hasn’t Held Up as Portfolio Diversifiers?
How Tough Macro Environments Affect Diversification Patterns
Key Takeaways
Read about topics from this episode.
Diversification Landscape: Building Diversified Portfolios
3 Assets That Might Not Diversify as Well as You Think
Portfolio Diversification: Answers to Your Questions
The Best Ways to Diversify Your Investment Portfolio in Today’s Market
Should Investors Rethink Global Diversification Amid Tariff Uncertainty?
For Diversification From Stocks, Cash Has Made a Good Case for Itself
What Higher Inflation Means for Stock/Bond Correlations
Morningstar’s Guide to Diversification
Why Portfolio Diversification Has Helped in 2025
Why Holding Assets Outside the US Dollar Has Paid Off in 2025
What to watch from Morningstar.
13 Elite Companies With Fast-Growing DividendsThe Stock Strategies That Are Paying Off in 2025
Worried About Inflation? What to Know Before Buying TIPS ETFs
Market Volatility: The Trade Deals That Could Calm Wall Street
Read what our team is writing:
Amy Arnott
Ivanna Hampton
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David Harrell, editor of Morningstar’s DividendInvestor newsletter, talks about the dividend stocks that earned a spot on the newsletter’s annual Dividend Growers list. Harrell also discusses how to approach dividend investing.
What Qualifies a Dividend Stock to Be on the DividendInvestor’s Annual Dividend Growers List?13 Elite Companies With Fast-Growing Dividends
This part of the episode includes a correction: In an earlier version of this podcast, a section about companies included on the DividendInvestor’s DividendGrowers list and a follow-up question about companies that weren’t included was inadvertently cut during production. The episode has been updated to restore this information.
Why These Companies Failed to Make the Dividend Growers List in 2025
Which Companies Were ‘Near Misses’ for the Dividend Growers List?
Why Are Higher-Yielding Dividend Stocks Absent?
Why Dividend Growth Investing Can Benefit Investors With a Longer Time Horizon
Is Double-Digit Dividend Growth Sustainable for Companies?
Which Companies Are on Track to Appear on Next Year’s Dividend Growers’ List?
What Investors Need to Know Before Investing in Dividend Stocks
Undervalued Dividend Growers Stock Picks
Read about topics from this episode.
Subscribe to the Morningstar DividendInvestor newsletter.
Stocks With 5 Years of Double-Digit Dividend Increases
7 Undervalued Stocks that Just Raised Dividends
10 Top-Performing Dividend Stocks
What You’re Getting Wrong About Dividend Investing
The 10 Best Dividend Stocks
These Dividend Aristocrats Provide Appealing Consistency for Investors
What to watch from Morningstar.
The Stock Strategies That Are Paying Off in 2025Worried About Inflation? What to Know Before Buying TIPS ETFs
Market Volatility: The Trade Deals That Could Calm Wall Street
Berkshire Hathaway's Annual Meeting Could Reveal Its Future Plans
Retirees: Here's How to Tweak the 4% Rule to Protect Your Nest Egg
Read what our team is writing:
David Harrell
Ivanna Hampton
Follow us on social media.
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Dan Lefkovitz, Morningstar Indexes strategist and columnist, explains how factor investing works. And he discusses which stocks outperformed and underperformed during this year’s market volatility.
What Is Factor Investing?What Factors Have the Strongest Performance Amid Market Volatility in 2025?
Berkshire Hathaway and Other Low-Volatility Stocks Outperformed During Market Volatility
Why Lower-Volatility Stocks Help With Capital Preservation in the Long Term
Which Factors Have Lagged the Broader Stock Market in 2025?
Nvidia and Other Quality Stocks Underperformed During Market Volatility?
How Factor Investing’s Performance in 2025 Fits Into Long-Term Trends
Why Diversification Is Key When Investing in Factors
How Often Should Factor Investors Check Their Portfolio?
How to Position a Portfolio for Future Stock Market Rotations
Key Takeaways
Read about topics from this episode.
How Market Turmoil Made Low-Volatility Stocks Great Again
You’re a Factor Investor. You Just May Not Know It Yet
Paying Attention to Investment Factors? You Should Be
Why You Shouldn’t Panic Over Daily Market Swings
Why Quality Stocks Aren’t Doing Better This Year
2025 Market Outlook: Markets Are Priced to Perfection, but Will It Last?
Morningstar’s Guide to Diversification
13 Charts on Q1’s Dramatic Rotation in Stocks
3 Surprising Market Winners in 2025
What to watch from Morningstar.
Worried About Inflation? What to Know Before Buying TIPS ETFsMarket Volatility: The Trade Deals That Could Calm Wall Street
Berkshire Hathaway's Annual Meeting Could Reveal Its Future Plans
Retirees: Here's How to Tweak the 4% Rule to Protect Your Nest Egg
Market Volatility: Which Investments Will Protect Your Portfolio in a Recession?
Read what our team is writing:
Dan Lefkovitz
Ivanna Hampton
Follow us on social media.
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Dan Sotiroff, senior manager research analyst for Morningstar Research Services, explains how TIPS ETFs work, their performance in 2025, and what to consider before buying the treasury inflation-protected securities.
Key Takeaways:
What Are TIPS?
TIPS ETFs vs. TIPS
Flows Into TIPS ETFs in 2025 Surprises Morningstar’s ETFInvestor Editor
How TIPS Have Performed Against the Bond Market in 2025
How Higher-for-Longer Interest Rates Could Create Higher Risk
Should Investors Look to Short- or Long-Term TIPS During Market Volatility?
What’s the Best Account to Hold TIPS ETFs?
Who Should Invest in TIPS ETFs?
2 Top TIPS ETFs Picks
Read about topics from this episode.
Subscribe to Morningstar’s ETFInvestor newsletter.
TIPS Funds Gain on Fears of Inflation and Economic Downturn
How to Use TIPS in Your Portfolio
Why the Fed May Wait Until July to Cut Interest Rates
Inflation Was Softer in April, but Tariff Impacts Still Loom
What Now? An Investor’s To-Do List for Chaotic Markets
Morningstar′s Guide to ETF Investing
How to Think About Time Horizons in Bond Investing
6 Top-Performing TIPS Funds
3 Defensive ETFs for Current Volatility
What to watch from Morningstar.
Market Volatility: The Trade Deals That Could Calm Wall StreetBerkshire Hathaway's Annual Meeting Could Reveal Its Future Plans
Retirees: Here's How to Tweak the 4% Rule to Protect Your Nest Egg
Market Volatility: Which Investments Will Protect Your Portfolio in a Recession?
Market Volatility: What Lies Ahead in Trump’s Trade War
Read what our team is writing:
Daniel Sotiroff
Ivanna Hampton
Follow us on social media.
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Dominic Pappalardo, chief multi-asset strategist for Morningstar Investment Management’s Wealth group, discusses how trade talks over tariffs could ripple through the bond market and whether import taxes are the right move for Hollywood movies.
Key Takeaways:What a Potential Trade Deal Between the US and UK Means for Market Sentiment
What Countries Need to Strike a Trade Deal to Calm Wall Street?
What Persistent High Tariffs and Falling Imports From China Could Mean for the US
How Japan Moving Out of US Treasuries Could Rattle the Bond Market
How Trump’s Tariffs on International Movies Could Affect the Services Sector
How Tariff-Induced Market Volatility Affects the US Dollar’s Strength Globally
Has Market Volatility Made the US a Risky Bet for Stock Investors?
How Investors and Investment Managers Should Handle Market Volatility
What to Watch Before Trump’s 90-Day Tariff Pause Ends
Read about topics from this episode.
9 Charts on Trump’s First 100 Days in the Markets
6 Charts on How Trump’s Tariffs Have Upended Global Markets
Q1 GDP Forecast to Show Sharp Slowdown as Imports Surge Ahead of Tariffs
US-China Trade War Cause Us to Reduce Most US Independent Producers’ Valuations by 2%-13%
US Treasuries Sell Off as Trade War Calls Haven Status Into Question
Dollar Hits 3-Year Low Against the Euro in Tariff Turmoil
May 2025 US Stock Market Outlook: Eye of the Hurricane
What to watch from Morningstar.
Berkshire Hathaway's Annual Meeting Could Reveal Its Future PlansRetirees: Here's How to Tweak the 4% Rule to Protect Your Nest Egg
Market Volatility: Which Investments Will Protect Your Portfolio in a Recession?
Market Volatility: What Lies Ahead in Trump’s Trade War
Read what our team is writing:
Dominic Pappalardo
Ivanna Hampton
Follow us on social media.
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Gregg Warren, senior analyst with Morningstar Research Services, discusses the succession, dividend, and stock portfolio questions he would ask at this year’s Berkshire Hathaway annual meeting. Warren previously pitched questions as part of the meeting’s analyst panel.
Key Takeaways:
Morningstar Analyst on Pitching Questions at Berkshire Hathaway Annual Meeting
Succession Planning for Berkshire Hathaway’s Insurance Business
What Investors Need to Know About Warren Buffett’s Successor
Should Greg Abel Spin Off Berkshire Hathaway’s Businesses or Issue a Dividend?
What We Are Listening for From Buffett on His Stock Sales at the Berkshire Hathaway Annual Meeting 2025
Does Warren Buffett Think the US Is Still a Solid Bet?
Is Berkshire Hathaway Stock a Buy?
Read about topics from this episode.
10 Questions for Berkshire Hathaway’s 2025 Annual Meeting
Subscribe to The Morning Filter on Apple Podcasts, or wherever you stream podcasts.
What to Expect at Berkshire Hathaway’s Annual Meeting
Why Berkshire Hathaway’s Stock is Beating the Market in 2025
What I Hope My 14-Year-Old Learned at Berkshire Hathaway’s Annual Meeting
Warren Buffett Dismisses Concerns About Cash Holdings
9 Charts on Trump’s First 100 Days in the Markets
US Treasuries Sell Off as Trade War Calls Haven Status Into Question
How to Invest Like Warren Buffett
The 4 Warren Buffett Stocks to Buy After Berkshire Hathaway’s Latest 13F Filing
Warren Buffett Sold These 2 ETFs. Should You?
What to watch from Morningstar.
Retirees: Here's How to Tweak the 4% Rule to Protect Your Nest EggMarket Volatility: Which Investments Will Protect Your Portfolio in a Recession?
Market Volatility: What Lies Ahead in Trump’s Trade War
Market Volatility: What to Watch in Q2 After Big Swings in Q1
Read what our team is writing:
Greggory Warren
Ivanna Hampton
Follow us on social media.
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Amy Arnott, Morningstar Inc. portfolio strategist, discusses why her team’s starting safe withdrawal rate is more conservative than the popular 4% rule. Plus, a new metric to help determine financial priorities during retirement.
How ‘The State of Retirement Income’ Report Helps Investors Know Their Safe Withdrawal RateConservative Estimate for Starting Safe Withdrawal Rate
Why Has the Starting Safe Withdrawal Rate Gone Down?
Flexible or Dynamic Strategies to Increase the Starting Safe Withdrawal Rate
What Is the Spending-Ending Ratio?
Retirement Spending Strategies That Leave Legacy Funds
Strategies to Help Retirees Spend All Their Retirement Savings
Should You Delay Social Security?
What Type of Retiree Should Considering an Annuity?
Pros and Cons of Deferred Annuities
What’s Next for ’The State of Retirement Income’ Report?
Read about topics from this episode.
Six Retirement Withdrawal Strategies That Stretch Savings
The Best Ways to Maximize Your Retirement Income in 2025
Navigating the Future of Retirement Income: Trends, Strategies, and Insights
Morningstar’s Retirement Income Research: Reevaluating the 4% Withdrawal Rule
What’s a Safe Retirement Spending Rate for 2025?
Maybe You Shouldn’t Delay Taking Your Social Security Benefits After All
How to Retire: Tips for Entering Retirement
TIPS Funds Gain on Fears of Inflation and Economic Downturn
How to Use Our Retirement Income Research
What to watch from Morningstar.
Worried About a Market Sell-Off? These 10 Funds Reduce Portfolio RiskGray 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
Read what our team is writing:
Amy Arnott
Ivanna Hampton
Follow us on social media.
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Amy Arnott, Morningstar Inc. portfolio strategist, discusses which investments have performed best and worst in past recessions. Gold prices are rising during the current market volatility. Arnott explains why it might not be the best time to buy the precious metal.
Key Takeaways:
Why Current Market Volatility May Not Be Ending Soon
How to Keep Yourself Steady During Market Volatility
How Investors Nearing Retirement Can Avoid Sequence-of-Return Risk During Market Volatility
How Retirees Can Mitigate Market Volatility Using the Bucket Approach
Which Asset Classes Have Performed Best and Worst During a Recession?
What Investors Should Keep in Mind Before Going for Buying Gold
Why It’s Better to Own Large Companies During an Economic Slowdown
Why Consumer Defensive Stocks Have Been Resilient During Recessions
What Sectors Have Been Hit the Hardest in Past Recessions?
Create an Investment Plan and Stick to It During Market Volatility
Read about topics from this episode.
Best Investments to Own During a Recession
Morningstar’s Take on Tariffs: Stock Impacts, Portfolio Tips, and More
What We’ve Learned From 150 Years of Stock Market Crashes
A Down-Market Survival Guide for Pre-Retirees
A Down-Market Survival Guide for Retirees
How to Use Gold in Your Portfolio
How to Keep Your Cool in a Volatile Market
What Do Tariffs and Increased Recession Risk Mean for Banks?
What Tariff Volatility Means for the Consumer Defensive Sector
What Bucket Investors Should Do in Down Markets
It Feels Different This Time—but It Probably Isn’tWhat to watch from Morningstar.
Market Volatility: What Lies Ahead in Trump’s Trade War
Market Volatility: What to Watch in Q2 After Big Swings in Q1
Does it Pay to Copy Congress’ Stock Trades?
Can Healthcare Stocks Keep Outperforming the Market?
Read what our team is writing:
Amy Arnott
Ivanna Hampton
Follow us on social media.
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Dominic Pappalardo, chief multi-asset strategist for Morningstar Investment Management, discusses the escalating US-China trade war, the 90-day tariff pause, and raised recession risk during this market volatility.
Key Takeaways:
What an Escalating Trade War Between the US and China Could Mean
Macroeconomic Trends and Rising Deglobalization After Trump’s Tariffs
What Trump’s 90-Day Pause on Tariffs Means for the Markets and Economy
How Market Volatility Could Persist After a Tariff-Induced Stock Selloff and Rebound
Why Fixed Income and Equities Are Responding Differently During Market Volatility
Morningstar Forecasters Predict Higher Economic Risks in 2025
Will the Fed Cut Interest Rates in May?
How to Protect Your Retirement Portfolio During Market Volatility
What Investors Need to Have on Their Radar
Read about topics from this episode.
Tariffs and Emotions Shake Markets Now, But Discipline Wins Long-Term
Morningstar’s Take on Tariffs: Stock Impacts, Portfolio Tips, and More
Even With Trump’s Rollback, Tariffs Would Still Damage the US Economy
Inflation Slows as Gas Prices Lead Decline in March CPI
US Stocks Surge After Trump Pauses Many New Tariffs
Stocks Give Up Gains as Tariff Woes Persist
What Do the New Trump Tariffs Mean for Fed Interest-Rate Cuts?
How Market Volatility Affects Required Minimum Distributions
A Down-Market Survival Guide for Retirees
What Now? An Investor’s To-Do List for Chaotic Markets
This Time, It Really Is the Tariffs
This Is What Real Market Uncertainty Looks Like
What to watch from Morningstar.
Market Volatility: What to Watch in Q2 After Big Swings in Q1
Does It Pay to Copy Congress' Stock Trades?
Can Healthcare Stocks Keep Outperforming the Market?
Worried About a Market Sell-Off? These 10 Funds Reduce Portfolio Risk
Read what our team is writing:
Dominic Pappalardo
Ivanna Hampton
Follow us on social media.
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Sarah Hansen, Morningstar Inc. senior markets reporter, discusses the market volatility in the first quarter of 2025 and the portfolio strategy that paid off for investors.
What’s the Difference Between the Stock Market and the Economy?
How Stock Market Trends in 2025 Have Shifted From Last Year
Worries About Changes Fanning Market Volatility
How Tariffs Could Impact Growth, Inflation, and Consumer Prices
Market Volatility Sends Investors Rushing to Gold
What Are the Risks of a Recession in 2025?
Why Portfolio Diversification Is a Winning Strategy During Market Volatility
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.
13 Charts on Q1’s Dramatic Rotation in Stocks
Trump Tariff Selloff: How Long-Term Investors Can Best Weather the Storm
Tariffs and the Markets: What Investors Need to Know
Q1’s Biggest Lesson for Investors: Diversification Works
US Stocks Fall Sharply as Recession Fears Build on Tariff WorriesTariffs Are a Self-Inflicted Economic Catastrophe
How Caution and Contrarianism Paid Off for Investors During Q1
What We’ve Learned From 150 Years of Stock Market Crashes
Investors Flock to Ultrashort Bond and Gold ETFs Amid Market UncertaintyWhat to watch from Morningstar.
Does It Pay to Copy Congress' Stock Trades?
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 BillRead what our team is writing:
Sarah Hansen
Ivanna Hampton
Follow us on social media.
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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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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.
Facebook: https://www.facebook.com/MorningstarInc/
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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
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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