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Christine Benz, Morningstar’s director of personal finance and retirement planning, interviews financial experts about different aspects of retirement in ‘How to Retire,’ the companion podcast to her book of the same name. In this episode, Christine talks with author and researcher Howard Gleckman about long-term care.
How Long-Term Care Differs from Conventional HealthcareWhy Americans Need More Long-Term Care Than Ever Before
Long-Term Care Isn’t Just in Nursing Homes
Does Medicare Cover Long-Term Care Costs?
Who Should Consider Long-Term Care Insurance?
The Financial Implications of Continuing Care Retirement Communities
Howard Gleckman’s Experience with Long-Term Care
Key Takeaways
Hi, I'm Christine Benz from Morningstar and welcome to the How to Retire podcast. It's a companion to my book, which is also called How to Retire. Each episode will provide a bite-sized lesson about how to do some aspect of retirement well.
If you read my work regularly, you know that I'm a little bit obsessed with the topic of long-term care, not just how to pay for it, but also all of the other dimensions of it, like the impact on families. To help discuss that topic, I reached out to Howard Gleckman. He is the author of a book called Caring for Our Parents, and he is also a Senior Fellow at the Urban Institute, where he is affiliated with the Tax Policy Center and the Program on Retirement Policy. He also writes a great blog for Forbes. I asked him to discuss the basics of long-term care, as well as the financial ramifications and implications for caregivers.
More from Howard Gleckman
Bio
Forbes Column
Urban Institute
TaxVox blog
Caring For Our Parents, by Howard Gleckman
Howard Gleckman on The Long View: ‘We Pretend This Isn’t a Problem’
Read more from Christine Benz.
How to Retire: Tips for Entering Retirement
The Hidden Crisis in Long-Term Care
How Likely Are You to Need Long-Term Care?
6 Steps for Smart Long-Term-Care Planning
Worried About Long-Term Care Expenses? Let’s Do Something About It.
Watch more from How to Retire.
How to Retire: Prioritize Tax Planning in Retirement
How to Retire: Transition from Saving to Spending
How to Retire: Consider a Retirement Bucket Portfolio Strategy
How to Retire: Know What ‘Enough’ Means in Retirement
How to Retire: Understand the Role of Working Longer
How to Retire: Stay Flexible with Your Retirement Spending
Read what our team is writing:
Christine Benz
Follow Christine Benz on social media.
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Katie Binns, director of product management for Morningstar Indexes, discusses bank loans’ benefits even as interest rates are expected to fall. William Kerwin, equity analyst for Morningstar Research Services who covers Apple, reveals the two main things he wants to hear about on the earnings call.
What Are Bank Loans?
Bank Loans vs. Junk Bonds
The Role of Bank Loans in Your Portfolio
Why the Market for Bank Loans Has Grown
Companies With Bank Loans Today
Why Bank Loans Are Less Volatile Than Junk Bonds
How Interest-Rate Cuts Could Affect Floating-Rate Investments
Could Riskier Credit Investments Default with an Economic Slowdown?
What’s Coming Up in the Markets?
Is Apple Intelligence Worth Upgrading Your iPhone?
How Important Are iPhone 16s Holiday Sales to Apple?
Why Apple Discontinued Developing Self-Driving Vehicles and Electric Cars
Could Nvidia Taking the Title as the World’s Most Valuable Company Affect Apple?
What to Look for in Apple Earnings
Apple Stock Outlook
Read about topics from this episode.
The Morningstar LSTA US Leveraged Loan Index Highlights a Growing Asset Class Popular With Credit Investors
A Way to Protect Your Portfolio Against Bond Price Drops
Can Bank Loan Funds Rise to the Top Again?
Apple iPhone 16 Event Inspires Confidence
Keep up with Morningstar’s coverage of company earnings.
What to watch from Morningstar.
Is Your Portfolio Built to Withstand a Market Rotation?
Inherited IRA Rules: What You Need to Know Before 2025
How to Find the Best Health Savings Account
How GLP-1 Drugs Like Ozempic Are Boosting Biopharma Stocks
Read what our team is writing:
William Kerwin, CFA
Katie Binns
Ivanna Hampton
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Christine Benz, Morningstar’s director of personal finance and retirement planning, interviews financial experts about different aspects of retirement in ‘How to Retire,’ the companion podcast to her book of the same name. In this episode, Christine talks with financial planning expert Jeff Levine about the importance of tax planning in retirement.
Why Tax Planning is Key When Withdrawing from Your Retirement PortfolioWill Your Taxes Decrease in Retirement?
Key Tax Strategies for Retirees Before They Have to Take RMDs
Do Rules of Thumb for Retirement Spending Make Sense?
How to Lower Your RMD Tax Bills
How Qualified Charitable Distributions Can Help Lower Your Tax Bill
Key Takeaways
Hi, I'm Christine Benz from Morningstar and welcome to the How to Retire podcast. It's a companion to my book, which is also called How to Retire. Each episode will provide a bite-sized lesson about how to do some aspect of your retirement well.
Today's episode will focus on the tricky topic of tax planning during retirement. To tackle this topic, I reached out to Jeff Levine, who is Lead Financial Planning Nerd at Kitces.com, and also serves as Chief Planning Officer at Buckingham Wealth Partners. Jeff is exceptionally good at explaining complex tax matters, so I knew that he would do a great job of delving into this topic.
More from Jeff LevineBio
Kitces.com
Buckingham Wealth Partners
Jeff Levine on The Long View: Smart Tax Moves for 2023 and Beyond
Read more from Christine Benz.
How to Retire: Tips for Entering Retirement
The Big Retirement Myth
Can You Control Required Minimum Distributions?
8 Little-Known Facts About RMDs
An Investing Road Map for Retirees
Read about topics from this episode.
4 RMD Mistakes to Avoid
How Retirees Can Avoid the ‘Tax Torpedo’
Watch more from How to Retire.
How to Retire: Transition from Saving to Spending
How to Retire: Consider a Retirement Bucket Portfolio Strategy
How to Retire: Know What ‘Enough’ Means in Retirement
How to Retire: Understand the Role of Working Longer
How to Retire: Stay Flexible with Your Retirement Spending
Read what our team is writing:
Christine Benz
Follow Christine Benz on social media.
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Dan Lefkovitz, Morningstar Indexes strategist, discusses why it’s important to be ready for a range of outcomes during a market rotation. Nic Owens, equity analyst for Morningstar Research Services, talks about his outlook for Boeing stock ahead of earnings.
Trends from the Q3 Market Rotation Extending into Q4Key Moments Sparked Market Volatility
Will Value Stocks Make a Comeback?
Value and Small-Cap Stock Outlook
What’s Fueling Dividend Stocks Outperformance Against the Broader Market?
Bond Performance in Q3 and Early Q4
What Investors Need to Watch Out for in Q4
Will the Market Rotation Persist?
What’s Coming Up in the Markets?
Why Boeing’s New CEO Announced Massive Layoffs
How Boeing is Trying to Prevent a Credit Downgrade
What Boeing is Delaying and Eliminating to Move Forward
Where the Machinists’ Strike Stands at Boeing
What to Look for in Boeing’s Q3 Earnings
How Investors Should Approach Boeing Stock
Read about topics from this episode.
3 Lessons From Recent Stock Market Drama
Q3 in Review and Q4 2024 Market Outlook
What the Election Could Mean for Big Tech Stocks
How to Use Large-Cap Stocks in a Portfolio
Boeing: Machinists Union Strike Unavoidable and Unfortunate
What to watch from Morningstar.
Inherited IRA Rules: What You Need to Know Before 2025
How to Find the Best Health Savings Account
How GLP-1 Drugs Like Ozempic Are Boosting Biopharma Stocks
Is the Fed’s Plan to Avoid a Recession Working?
Read what our team is writing:
Dan Lefkovitz
Nicolas Owens
Ivanna Hampton
Follow us on social media.
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Christine Benz, Morningstar’s director of personal finance and retirement planning, interviews financial experts about different aspects of retirement in ‘How to Retire,’ the companion podcast to her book of the same name. In this episode, Christine sits down with Washington Post personal finance columnist and author Michelle Singletary. They talk about the difficult psychological transition from saving to spending in retirement.
Transitioning from Saving to Spending in RetirementHow to Plan for Retirement When Your Spouse Doesn’t Retire at the Same Time
Are Annuities Helpful for In-Retirement Cash Needs?
Delaying Social Security in Retirement
How Couples Can Approach Different Money Mindsets in Retirement
Key Takeaways
Hi, I'm Christine Benz from Morningstar and welcome to the How to Retire podcast. It's a companion to my book, which is also called How to Retire. Each episode will provide a bite-sized lesson about how to do some aspect of retirement well.
One of my favorite personal finance journalists is author and Washington Post columnist, Michelle Singletary. Happy to say that I've gotten to know Michelle a bit through our regular conversations. In her work and presentations, she frequently discusses her thriftiness. So, I wanted to discuss with Michelle an issue that I've observed through talking to a lot of retirees, that if they've been good savers like Michelle, it's difficult to flip the switch into spending. I asked her to discuss that transition in her own household.
More from Michelle Singletary
Bio
The Color of Money
Spend Well, Live Rich
What To Do With Your Money When Crisis Hits: A Survival Guide, by Michelle Singletary
Michelle Singletary on The Long View: 'You Need Diversity'
Read more from Christine Benz.
How to Retire: Tips for Entering Retirement
3 Tricky Decisions for Every Retirement Plan
We Need to Talk About Your Retirement ‘Spending’
Social Security Planning Tips for Married Couples
How to Determine Your Expected Retirement Date
Read about topics from this episode.
The Psychology of Retirement Income: From Saving to Spending
How Retirees Can Avoid the ‘Tax Torpedo’
Watch more from How to Retire.
How to Retire: Consider a Retirement Bucket Portfolio Strategy
How to Retire: Know What ‘Enough’ Means in Retirement
How to Retire: Understand the Role of Working Longer
How to Retire: Stay Flexible with Your Retirement Spending
Read what our team is writing:
Christine Benz
Follow Christine Benz on social media.
X: https://x.com/christine_benz
LinkedIn: https://www.linkedin.com/in/christine-benz-b83b523
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Secure Act Concerns
Rules for Traditional and Roth IRAs and Changes for Inherited IRAs
Will Beneficiaries Need to Withdraw RMDs Every Year?
Do People Who Inherit IRAs Still Need to Follow the 10-Year Rule?
Why Congress Wants Inherited IRA Heirs to Follow the 10-Year Rule
What Is Required of Non-Spouse Beneficiaries When Someone Passes After Starting RMDs?
What Happens if the Original Account Owner Dies Before Taking Required Minimum Distributions?
Can Non-Spouse Beneficiaries of Inherited IRAs Do a Rollover?
When Should People Born in 1959 Begin RMDs?
What You Should Do if You Skipped RMDs Between 2020 and 2024
Key Takeaway
Read about topics from this episode.
IRS Finalizes RMD Regulations: Key Takeaways and the 10-Year Rule for Beneficiaries
How to Avoid Unintended Distributions from Inherited IRAs and 401(k)s
4 RMD Mistakes to Avoid
IRS Extends Waiver of Excise Tax for Inherited IRAs, but Not RMDs
Inherited IRAs: What to Know About Taxes, RMDs, and More
What to watch from Morningstar.
How to Find the Best Health Savings Account
How GLP-1 Drugs Like Ozempic Are Boosting Biopharma Stocks
Is the Fed’s Plan to Avoid a Recession Working?
Don't Overlook These Crucial Parts of Your Retirement Plan
Denise Appleby, Morningstar contributor, explains the new inherited IRA rules including whether heirs need to take RMDs and follow the 10-year rule. Plus, what the next steps are if a beneficiary, who inherited an IRA since 2020, hasn’t taken RMDs yet.
Read what our team is writing:
Denise Appleby
Ivanna Hampton
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Christine Benz, Morningstar’s director of personal finance and retirement planning, interviews financial experts about different aspects of retirement in ‘How to Retire,’ the companion podcast to her book of the same name. In this episode, Christine sits down with wealth manager Harold Evensky, who inspired Christine’s work in retirement portfolio bucketing.
How the Bucket Approach to Retirement Planning Helps InvestorsHow the Bucket Approach Helped Keep Clients Steady During Market Downturns
Benefits of Limiting Cash in Retirement Portfolios
Why Investors Should Avoid Too Many Retirement Buckets
Why Prioritizing Goals is Most Important for Retirement Planning
The Most Underrated Aspect of Retirement Planning
Overrated Discussions in Retirement Planning
Harold Evensky’s Transition from Work to Retirement
Key Takeaways
Hi, I'm Christine Benz from Morningstar and welcome to the How to Retire podcast. It's a companion to my book, which is also called How to Retire. Each episode will provide a bite-sized lesson about how to do some aspect of retirement well.
Many of you know that I frequently talk about the bucket approach to retirement portfolio construction. I was inspired to work on bucketing after talking to Harold Evensky nearly two decades ago, and I knew that I wanted to chat with Harold for this podcast. He is the founder of Evensky & Katz/ Foldes Wealth Management and a retired professor of practice of the Texas Tech University Personal Financial Planning Department. Harold and I talked about how he hit on the bucket strategy and used it with his clients.
More from Harold Evensky
Bio
Evensky & Katz / Foldes Wealth Management
Blog
Hello Harold: A Veteran Financial Advisor Shares Stories to Help Make You Be a Better Investor, by Harold Evensky
Harold Evensky on The Long View: 'It's an Unmitigated Disaster'
Read more from Christine Benz.
How to Retire: Tips for Entering Retirement
Do You Need More Than 3 Buckets?
The Bucket Investor’s Guide to Setting Retirement Asset Allocation
Why Retirees and Investors Approaching Retirement Should Reduce Risk Today
Take This Simple Step As You Approach Retirement
7 Key Tasks for Investors Approaching Retirement
Read about topics from this episode.
Panicking About Market Volatility? Don’t Lose Money Chasing the Crowd
Watch more from How to Retire.
How to Retire: Know What ‘Enough’ Means in Retirement
How to Retire: Understand the Role of Working Longer
How to Retire: Stay Flexible with Your Retirement Spending
Read what our team is writing:
Christine Benz
Follow Christine Benz on social media.
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Morningstar Inc editor Margaret Giles discusses the triple-tax-benefits of HSAs, how they compare to other tax-advantaged accounts, and whether you can save too much. Greg Carlson, senior manager research analyst for Morningstar Research Services, highlights the providers that received Morningstar's top ratings.
What is an HSA?
Who is Eligible for an HSA?
HSA vs FSA
How to Maximize the Triple-Tax Benefits of HSAs
How Do HSAs Compare to Other Tax-Advantaged Accounts?
Can You Save Too Much in an HSA?
How Has the HSA Landscape Evolved Over Time?
HSA Adoption Growth and the Rise of High Deductible Healthcare Plans
How Does Morningstar Assess HSAs?
What Makes a Good HHSA for SA for Spending?
Top 3 HSA Providers for Spending
What Makes a Good HSA for Investing?
Top 3 HSA Providers for Investing
Morningstar’s Guide to the Best HSA Providers
Read about topics from this episode.
The Best HSA Providers
What Can My HSA Be Used For?
3 Tricks for Getting the Most Out of Your HSA
HSA vs. FSA: How to Choose One
What to watch from Morningstar.
How GLP-1 Drugs Like Ozempic Are Boosting Biopharma Stocks
Is the Fed’s Plan to Avoid a Recession Working?
Don't Overlook These Crucial Parts of Your Retirement Plan
Boating Season Is Over, but Don't Overlook These Recreational Vehicle Stocks
Read what our team is writing:
Margaret Giles
Greg Carlson
Ivanna Hampton
Follow us on social media.
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Christine Benz, Morningstar’s director of personal finance and retirement planning, interviews financial experts about different aspects of retirement in ‘How to Retire,’ the companion podcast to her book of the same name. In this episode, Christine sits down with personal finance expert Manisha Thakor to address the question of “What is enough?” when it comes to retirement.
Do You Have Enough Financial Resources to Retire?How Retirement Spending Changes as We Age
Planning for Long-Term Care in Retirement
Non-Financial Planning for Retirement
How to Establish a Sense of Identity Away From Work
How to Take a Phased Approach to Retirement
Key Takeaways
Hi, I'm Christine Benz from Morningstar and welcome to the How to Retire podcast. It's a companion to my book, which is also called How to Retire. Each episode will provide a bite-sized lesson about how to do some aspect of retirement well.
One big question that people often grapple with as they contemplate retirement is whether they'll have enough, financially and otherwise, in retirement. To help address that question, I sat down with author and personal finance expert, Manisha Thakor. She wrote a book called MoneyZen: The Secret to Finding Your "Enough". She is also the founder of MoneyZen, which is a financial education consultancy.
More from Manisha Thakor
Bio
MoneyZen.com
MoneyZen: The Secret to Finding Your “Enough,” by Manisha Thakor
Manisha Thakor on The Long View: Finding Your Enough
Read more from Christine Benz.
How to Retire: Tips for Entering Retirement
How to Determine Your Expected Retirement Date
A Retirement Readiness Checklist
How Likely Are You to Need Long-Term Care?
I’m Not Ready for Retirement (but I’m Not Waiting)
Read about topics from this episode.
Your Retirement Checklist Should Go Beyond Finances
Watch more from How to Retire.
How to Retire: Understand the Role of Working Longer
How to Retire: Stay Flexible with Your Retirement Spending
Read what our team is writing:
Christine Benz
Follow Christine Benz on social media.
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Karen Andersen, biotechnology strategist for Morningstar Research Services, discusses what GLP-1 drugs’ demand means for the biopharma industry’s five-year outlook. And whether the weight-loss drugs pose a threat to snack food stocks.
Why GLP-1 Drugs Are in Demand
Competition Between Novo Nordisk and Eli Lilly
How Expanding the Conditions GLP-1 Drugs Treats Could Influence Insurance Coverage
Are Weight Loss Drugs a Threat to Snack Food Stocks?
Big Pharma’s Looming Patent Cliff
How Medicare Negotiations Impact the Pharmaceutical Industry
What is a Biologic Drug?
Upcoming Innovations in the Pharmaceutical Industry
Which BioPharma Drugs Do We Expect to Contract?
Big Pharma’s Five-Year Outlook
Biopharmaceutical Stock Picks
Read about topics from this episode.
2024 Biopharmaceutical Industry Landscape
Obesity Drugs: Can New Firms Take Market Share From Eli Lilly and Novo Nordisk?
Investment Opportunities in the Biopharma Industry
Obesity Drug Market: The Next Wave of GLP-1 Competition
What to watch from Morningstar.
Is the Fed’s Plan to Avoid a Recession Working?
Don't Overlook These Crucial Parts of Your Retirement Plan
Boating Season Is Over, but Don't Overlook These Recreational Vehicle Stocks
5 Ways to Improve America’s Retirement Savings
Read what our team is writing:
Karen Andersen
Ivanna Hampton
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Christine Benz, Morningstar’s director of personal finance and retirement planning, interviews financial experts about different aspects of retirement in ‘How to Retire,’ the companion podcast to her book of the same name. In this episode, Christine sits down with senior nerd at Kitces.com and assistant professor of finance Derek Tharp. They talk through how adjusting your spending throughout your retirement can enable you to spend more in the long run.
How Actual Retiree Spending Deviates from Conventional Retirement ResearchWhy Early Retirees Can Spend More Than the 4% Guideline
How to Adjust Your Retirement Spending Over Time
How to Get Comfortable With Variability in Retirement
How to Transition from Saving to Spending
How to Account for Long-Term Care in Your Retirement Spending Plan
Key Takeaways
Hi, I'm Christine Benz from Morningstar and welcome to the How to Retire podcast. It's a companion to my book, which is also called How to Retire. Each episode will provide a bite-sized lesson about how to do some aspect of retirement well. Today's episode will focus on how to make sure that the amount that you're spending from your portfolio is reasonable. To tackle this topic, I sat down with Derek Tharp, who is a Senior Research Nerd at Kitces.com and an Assistant Professor of Finance at the University of Southern Maine. I've loved Derek's work on how adjusting your spending in retirement can actually enable you to spend more over your lifetime. I feel like it's so practical and helpful, especially for people with tight financial plans heading into retirement.
More from Derek TharpBio
Kitces.com
Peer Reviewed Research
Derek Tharp on The Long View: An Alternative Approach to Calculating In-Retirement Withdrawals
Read more from Christine Benz.
How to Retire: Tips for Entering Retirement
Should Your Retirement Withdrawals Mirror RMDs?
3 Tricky Decisions for Every Retirement Plan
7 Steps to Estimating Your In-Retirement Cash Flow Needs
How to Pay Yourself in Retirement
How Likely Are You to Need Long-Term Care?
Read about topics from this episode.
The Psychology of Retirement Income: From Saving to Spending
The 4% Retirement Rule Is Just a Starting Point
Watch more from How to Retire.
How to Retire: Understand the Role of Working Longer
Read what our team is writing:
Christine Benz
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Preston Caldwell, senior US economist for Morningstar Research Services, discusses why the Federal Reserve made an aggressive interest-rate cut now. And what these lower rates mean for borrowers.
Morningstar’s Take on the Federal Reserve’s First Interest-Rate Cut in 2024
What is the Neutral Rate of Interest?
Was the Half-Point Interest Rate Cut as “Timely?”
Risks that Could Cause Inflation to Reheat
What Signs from the Job Market Could Spur the Fed into Action?
Does the Fed’s Forecast for Interest-Rate Cuts Line Up with Morningstar’s Expectations?
How the Housing Market Can Return to Affordability
What Lower Interest Rates Could Mean for Credit Card Borrowers
Is the Fed on Track to Avoid a Recession and Pull of a “Soft Landing”?
Read about topics from this episode.
How Much Will the Fed Cut Interest Rates?
Fed Rate Cut Shows the Main Battle Against Inflation Has Been Won
What’s Next for the Markets and Economy After the Fed Rate Cut?
Fed Cuts Rates by Half-Point in Aggressive Start to Easing Cycle
What to watch from Morningstar.
Don't Overlook These Crucial Parts of Your Retirement Plan
Boating Season Is Over, but Don't Overlook These Recreational Vehicle Stocks
5 Ways to Improve America’s Retirement Savings
Mutual Funds Turn 100. Can Investors Still Count on Them?
Read what our team is writing:
Ivanna Hampton
Preston Caldwell
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Christine Benz, Morningstar’s director of personal finance and retirement planning, interviews financial experts about different aspects of retirement in ‘How to Retire,’ the companion podcast to her book of the same name. In this episode, Christine sits down with Yahoo Finance columnist and author Kerry Hannon to talk through the benefits of meaningful work in retirement.
Benefits of Working Past Traditional Retirement AgeWhat Does the Data Tell Us About People Who Work Longer?
How to Make Working Longer a Part of Your Retirement Plan
Dealing With Age Discrimination in the Workplace
How You Can ‘Ask and Address’ Your Needs in Retirement
Key Takeaways
More from Kerry HannonBio
Yahoo Finance Column
In Control at 50+: How to Succeed in the New World of Work
Kerry Hannon on The Long View: Remote Work Trend Benefits Older Workers
Read more from Christine Benz.
I’m Not Ready for Retirement (but I’m Not Waiting)
Lessons From Another ‘Faux-tirement’
How to Determine Your Expected Retirement Date
Should Working Longer Be a Part of Your Retirement Plan?
Read what our team is writing:
Christine Benz
Follow Christine Benz on social media.
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Dan Lefkovitz, Morningstar Indexes strategist, explains how following the money can reveal how exposed your portfolio is to geopolitical risks. Christine Benz, Morningstar Inc director of personal finance, is the author of the new book, How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement. Benz joins Investing Insights to discuss her new book and how to avoid easy-to-miss pitfalls of retirement planning.
Is Globalization Waning?Why the U.S., China, and Japan Are Turning to Global Income
Big Tech’s Influence on Global Revenue
How Nvidia Is Pushing the U.S. Stock Market to Be More Global
Can Elections Influence the Revenue Picture for the U.S. Equity Market?
Correlations Between Asset Classes in the U.S. and Globally
Why Market Correlations Between Emerging Markets and Developed Markets Have Not Risen
How Revenue and Correlation Data Informs Portfolio Diversification
Key Takeaway
Preview of The Week Ahead
The Goal of Christine Benz’s New Book ‘How to Retire’
How Spending Fluctuates Throughout Retirement
Why Retirees Underrate the Value of Safer Investments and Inflation Protection
The Role of Non-Portfolio Income When Structuring Retirement Portfolios
Housing in Retirement
Why Relationships are Important as We Age Towards Retirement
Read about topics from this episode.
When Gauging the Impact of Geopolitical Risk on Equity Markets, Consider Their Revenue Sources
Ian Bremmer: 4 Big Geopolitical Risks to Watch
How Did Diversified Portfolios Hold Up in 2023?
Christine Benz: 5 Things I Learned About Retirement Planning From My New Book
5 Critical Financial Steps to Take Before You Retire
Open Social Security: A free, open-source Social Security strategy calculator
What to watch from Morningstar.
Boating Season Is Over, but Don't Overlook These Recreational Vehicle Stocks
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
Read what our team is writing:
Ivanna Hampton
Dan Lefkovitz
Christine Benz
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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 EvolvedWhat 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
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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
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Russ Kinnel, director of ratings for Morningstar Research Services, discusses mutual funds’ greatest achievement and their competition against ETFs.
Mutual Fund Industry OutlookHow 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/
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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/
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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
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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 BondsWhich 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/
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