Episodi
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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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Episodi mancanti?
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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
Follow us on social media.
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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
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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
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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.
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Jack Shannon, senior manager research analyst for Morningstar Research Services, discusses how often active fund managers succeeded in picking top stocks. He also explains whether this information can help investors find better funds.
Are Fund Managers Good at Making Big Stock Bets?
Fund Managers’ Hit Rates
Active Fund Managers’ vs. Passive Index Fund Managers’ Stock Picking Performance
How an Active Mutual Fund Can Underperform Despite Holding Winning Stocks
High Hit Rates and Topping the Index
When High Hit Rates Matter More or Less
Can Investors Set It and Forget It?
Do-it-Yourself Investors Looking for Funds with High Hit Rates
Read about topics from this episode.
Mutual Fund Managers Are Wrong More Than They’re Right
Mutual Fund Manager Stock Hit Rates
Betting Big on Stocks Rarely Beats Boring Investing
10 Stocks the Best Fund Managers Have Been Buying
What to watch from Morningstar.
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
What a Strong Economy Now Means for the Rest of 2024
Read what our team is writing:
Ivanna Hampton
Jack Shannon
Follow us on social media.
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Sarah Hansen, Morningstar Inc. markets reporter talks about what is driving the AI market rally, and what’s next for AI and the Fab Five. Sean Dunlop, a senior equity analyst for Morningstar Research Services, explains how AI can innovate the restaurant industry. Travis Miller, energy and utilities strategist for Morningstar Research Services, discusses how utilities are powering AI through data center demand.
Should the AI Market Rally Broaden Its View?Who Is Driving the Fab Five’s Success?
Will NVIDIA Remain the Leader in the Artificial Intelligence Race?
Tech Companies Struggling to Keep Up with the Fab Five
AI Outlook
Can AI Speed Up Tech Evolution?
How Digital Adoption Can Grow Bottom Lines
Restaurant Industry Forecast for 2024
Utilities Stocks: When Will the Market Give the Sector Some Respect?
Where Do Utilities Fit Into AI Growth?
Read about topics from this episode.
These Stocks Are (Still) Powering the Bull Market
AI Is Booming, but Consumer Spending Is Slowing. Which Will Prevail in the Stock Market?
Should You Buy and Hold an Artificial Intelligence Portfolio?
Which AI Stocks Are Turning Hype Into Revenue?Utility Stocks: When Will the Market Give the Sector Some Respect?
What to watch from Morningstar.
4 Reasons Why the Stock Market Has Delivered Impressive Performance
Inherited IRA Investors Get Another Break, but the Clock Is Ticking on RMDs
Short-Term Market Volatility Could Provide Long-Term Investing Opportunities
AI Can Help Restaurants Innovate, But Will It Deliver Profits?
Read what our team is writing:
Ivanna Hampton
Sarah Hansen
Sean Dunlop
Travis Miller
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Manager research analyst Lan Tran with Morningstar Research Services breaks down the strategy of the Alpha Architect 1-3 Month Box ETF, how investors can take advantage of what it has to offer, and whether this fund is worth the hype.
What Makes BOXX ETF Stand OutWhat is a Box Spread?
Tax Advantages
Is BOXX ETF Delivering on its Promises?
Will BOXX ETF Attract Investors If Cash Yields Drop?
How Investors Can Take Advantage of BOXX ETF
Will There Be More ETFs Like BOXX?
Key Takeaways
Read about topics from this episode.
This Bond ETF Promises T-Bill Returns Without Taxable Income
Alpha Architect 1-3 Month Box ETF
A Tax-Aware Alternative to Cash
How to Maximize the Tax Efficiency of ETFs
The Real Tax Magic of ETFs
What to watch from Morningstar.
Covered Call and Buffer ETFs: Do the Pros Outweigh the Cons?
How to Find a Great Dividend Fund
SPY Vs VOO: Which of Warren Buffett’s Two ETFs Are a Better Bet?
Why are Active ETFs Everywhere, and Are Investors Abandoning Mutual Funds?
Read what our team is writing:
Lan Anh Tran
Margaret Giles
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Morningstar Research Services’ Bryan Armour, director of passive strategies research for North America; Ryan Jackson, senior manager research analyst; and Daniel Sotiroff, senior manager research analyst discuss what’s driving the rapid of growth active ETFs and how their tax efficiency and lower costs make them an easy win for investors. The team joins host Sarah Hansen, Morningstar Inc. markets reporter, at the 2024 Morningstar Investment Conference.
Active vs Passive ETFsWhat’s Driving the Growth of Active ETFs?
Why Some Active ETFs Are More Successful Than Others
Active ETFs that Managers Have Shied Away From
Who Should Invest in Active ETFs?
Misconceptions About Active ETFs
Top-Rated Active ETFs
What’s Next for Active ETFs?
Read about topics from this episode.
Morningstar's Guide to US Active ETFs
Active ETFs are Soaring. Should You Invest?
3 Great Active ETFs for Bond Investors
The Best Active ETFs to Buy
Here’s Why Active ETFs Are So Hot Right Now
How to Choose Great ETFs for the Long Term
What to watch from Morningstar.
4 Reasons Why the Stock Market Has Delivered Impressive Performance
Short-Term Market Volatility Could Provide Long-Term Investing Opportunities
Covered Call and Buffer ETFs: Do the Pros Outweigh the Cons?
How to Find a Great Dividend Fund
Read what our team is writing:
Sarah Hansen
Bryan Armour
Ryan Jackson
Daniel Sotiroff
Follow us on social media.
Facebook: https://www.facebook.com/MorningstarInc/
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Tom Lauricella, Morningstar’s global markets editor and Smart Investor newsletter editor, discusses how a strong economy has defied expectations, why it’s still worthwhile to invest in bonds, and what to watch for in the second half of 2024.
How is the Market Reacting to the Federal Reserve’s Interest Rate Forecast?
Will the Economy Get a Soft Landing?
Nvidia is Driving the Stock Market’s Bull Run
Nvidia Stock Outlook
Why We’re Seeing More Stock Splits in 2024
New Dividends From Mega-Cap Tech Companies
What Could Provide a Lift to the Bond Market?
Why Investors Should Still Own Bonds
Key Takeaways
Read about topics from this episode.
Subscribe to Smart Investor
A Cautious Fed Eyes Just One Rate Cut In 2024
These Stocks Are (Still) Powering the Bull Market
What Does Nvidia’s Stock Split Mean for Investors?
Job Gains Surged Again In May, Dashing Hopes of a Sustainable Slowdown
It’s Been a Terrible Time for Bonds. Here’s Why You Should Own Them
What to watch from Morningstar.
4 Reasons Why the Stock Market Has Delivered Impressive Performance
Why More Diversification Doesn’t Mean Better Returns
Invest in SpaceX Alongside Elon Musk? Why This Closed-End Fund Is Not Worth the Ride
Maximize Credit Card Points for Better Trips and Rewards
Read what our team is writing:
Ivanna Hampton
Tom Lauricella
Follow us on social media.
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Sarah Hansen, Morningstar Inc. markets reporter, discusses why the stock market is up today and what could cause it to fall. Preston Caldwell, senior US economist for Morningstar Research Services, explains why he thinks the Federal Reserve will cut interest rates more than once in 2024.
Should You Invest in Spot Ether ETFs?Lululemon on Track Despite Slowdown in Americas
The Fed’s Inflation Outlook Is a Little Too Pessimistic
Good News from the Fed’s New Inflation Report
Will the Fed Cut Interest Rates in 2024?
How Investors Can Interpret the Fed Lifting its Long Run Interest Rate
Why Are Stocks Hitting Record Highs
How the Growing US Economy Has Supported Stocks Impressive Performance
Is Inflation Finally Trending Down Again?
Why Wall Street’s View of the Fed is Changing
Will Record Profits During Company Earnings Continue?
What Risks Could Cause the Stock Market to Fall?
Read about topics from this episode.
Spot Ether ETFs: Should You Invest?
Lululemon Earnings: On Track to Meet Expectations Despite Slowdown In Americas
A Cautious Fed Eyes Just One Rate Cut In 2024
Why Stocks Are Hitting Record Highs—and What Could Send Them Back to Earth
What to watch from Morningstar.
Why More Diversification Doesn’t Mean Better Returns
Invest in SpaceX Alongside Elon Musk? Why This Closed-End Fund Is Not Worth the Ride
Maximize Credit Card Points for Better Trips and Rewards
Inherited IRA Investors Get Another Break, but the Clock Is Ticking on RMDs
Read what our team is writing:
Ivanna Hampton
Sarah Hansen
Preston Caldwell
Follow us on social media.
Facebook: https://www.facebook.com/MorningstarInc/
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Amy Arnott, portfolio strategist for Morningstar Inc, discusses why the classic 60/40 investment strategy beat a more diversified portfolio in 2023, and the positive that can come from interest-rate pivots.
The Benefits of Portfolio DiversificationHow Does the 60/40 Portfolio Hold Up Against a Portfolio with More Asset Classes?
Why the Well-Diversified Portfolio Struggled in 2023
Is it Worth it to Invest Beyond the 60/40 Portfolio?
Why Interest Rate Pivots Are Painful and Encouraging
Is There an Interest Rate Pivot Right Now?
Do Bonds Still Provide a Diversification Benefit?
Which Bonds are the Best Portfolio Diversifiers?
The Role of Cash in an Investment Portfolio
Key Takeaways
Read about topics from this episode.
How Did Diversified Portfolios Hold Up in 2023?
Why Simpler Has Been Better for Portfolio Diversification
How Rising Interest Rates Change the Relationship Between Stocks and Bonds
Which Bonds Provide the Biggest Diversification Benefit?
Top 10 Things to Know About Building a Diversified Portfolio
What to watch from Morningstar.
Invest in SpaceX Alongside Elon Musk? Why This Closed-End Fund Is Not Worth the Ride
Maximize Credit Card Points for Better Trips and Rewards
Inherited IRA Investors Get Another Break, but the Clock Is Ticking on RMDs
Short-Term Market Volatility Could Provide Long-Term Investing Opportunities
Read what our team is writing:
Ivanna Hampton
Amy Arnott
Follow us on social media.
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Jack Shannon, senior manager research analyst for Morningstar Research Services, talks about the mania around Destiny Tech 100 and how much investors are paying to own the closed-end fund compared with what it’s worth. Margaret Giles, Morningstar Inc editor, discusses how life-stage investing can help pre-retirees and retirees map their priorities.
Nvidia’s 10-for-1 Stock Split
Target’s Weak Sales and Declining Market Share
Vanguard’s New CEO Starting Soon
Investing for Each Life Stage
Financial Priorities When You Approach Retirement
Why Investors Should Think About Withdrawal Sequencing During Pre-Retirement
Why Retirees Struggle to Start Tapping Into Their Portfolios
Financial Priorities When You Retire
What Investors Need to Know About Destiny Tech100
Closed-End Funds vs Open-End Funds
Why Destiny Tech100’s Net Asset Value Premium is “Insane”
Should Investors Own Destiny Tech100 Over Other Mutual Funds with Startup Stocks?
Key Takeaways for Investors
Read about topics from this episode.
Nvidia Earnings: AI Demand Smashes Expectations Again
Target Earnings: Margins Hold Up, but Top Line Constrained by Weak Discretionary Spending
Vanguard Chooses an Outsider as Its New CEO
An Investing Guide for Every Life Stage
The Bucket Investor’s Guide to Setting Retirement Asset Allocation
DXYZ: This Closed-End Fund Is Not Destiny’s Child
What to watch from Morningstar.
Maximize Credit Card Points for Better Trips and Rewards
Inherited IRA Investors Get Another Break, but the Clock Is Ticking on RMDs
Short-Term Market Volatility Could Provide Long-Term Investing Opportunities
Magnificent Seven Stocks: What’s Going on With Apple, Tesla, and Alphabet?
Read what our team is writing:
Ivanna Hampton
Margaret Giles
Jack Shannon
Follow us on social media.
Facebook: https://www.facebook.com/MorningstarInc/
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David Harrell is the editor of Morningstar’s DividendInvestor newsletter. He’s also a miles and points enthusiast. He shares what he’s learned from his credit card points journey, including that miles and points aren’t so-called free money.
Credit Card PointsHow Do Travel Credit Cards Work?
Why Did Credit Card Companies Start Offering Rewards?
Why Have Credit Card Programs Become a Part of Airlines' Business Models?
Could Credit Card Companies Pull Back on Rewards?
Surcharges with Credit Cards
What is the Cost of Points and Miles?
Should You Spend to Earn Rewards Without Paying Off Your Credit Card Bill Each Month?
Spending vs Splurging
What to Know Before Researching Credit Card Rewards
Recommendations to Maximize Credit Card Rewards
Read about topics from this episode.
4 Lessons from My Credit Card Points and Miles Journey
Why Do I Need a Credit Card?
Best Financial-Services Companies to Own
What to watch from Morningstar.
Inherited IRA Investors Get Another Break, but the Clock Is Ticking on RMDs
Short-Term Market Volatility Could Provide Long-Term Investing Opportunities
Magnificent Seven Stocks: What’s Going on With Apple, Tesla, and Alphabet?
Covered Call and Buffer ETFs: Do the Pros Outweigh the Cons?
Read what our team is writing:
Ivanna Hampton
Follow us on social media.
Facebook: https://www.facebook.com/MorningstarInc/
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Denise Appleby, IRA Quick Reference Guide author known as The IRA Whisperer, clears up the confusion about what the IRS waived concerning inherited IRAs in 2024. Travis Miller, energy and utilities strategist for Morningstar Research Services, talks about how the artificial intelligence boom is driving data center demand. He also points to 2 cheap utility stocks expected to benefit.
Disney’s Improved Streaming Results
Uber’s Strong Financial Results in 2024
Palantir’s Performance Led by AI Platform
Opportunities with Artificial Intelligence and Utility Stocks
Utility Stocks: When Will the Market Give the Sector Some Respect?
Where Do Utilities Fit into AI Growth?
How Higher For Longer Interest Rates Could Affect Utilities
Utility Stock Picks
New Rules for Inherited IRAs
Withdrawals from Inherited IRAs and the 10-Year Rule
Important Distinction About What the IRS Waived in 2024
Tax Implications for Inherited IRAs
Will the IRS Suspend the Withdrawal Penalty for Inherited IRAs in 2025?
Read about topics from this episode.
Disney Earnings: Improved Streaming Results Come at the Expense of Continued Linear Weakness
Uber Earnings: Network Effect Continues to Drive Profitable Growth for Uber
Palantir Earnings: AI Platform Drives Strong Start to 2024
Utility Stocks: When Will the Market Give the Sector Some Respect?
IRS Extends Waiver of Excise Tax for Inherited IRAs, but Not RMDs
What to watch from Morningstar.
Short-Term Market Volatility Could Provide Long-Term Investing Opportunities
Magnificent Seven Stocks: What’s Going on With Apple, Tesla, and Alphabet?
Covered Call and Buffer ETFs: Do the Pros Outweigh the Cons?
Make These Investing Moves Now for a Better Tax Day in 2025
Read what our team is writing:
Ivanna Hampton
Travis Miller
Denise Appleby
Follow us on social media.
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Sarah Hansen, Morningstar Inc markets reporter, discusses how today’s market volatility could benefit investors who are focused on long-term investing. Mark Miller, Retirement Reboot author, calls the Medicare changes in 2024 at the pharmacy counter “the best news that few people seem to know about.”
Apple’s Weak 2024 but Optimism for 2025
Amazon’s Impressive First Quarter
Eli Lilly’s Better-Than-Expected Q1
Medicare's Falling Prescription Costs
Why Are Medicare Prescription Costs Dropping?
How Spending Caps Affect Seniors
Expanded Access to Federal Assistance for Low-Income Seniors
Will Interest Rates Stay Higher for Longer?
How Have Interest Rates Weighed on Stocks?
How Fewer Interest Rate Cuts Could Benefit Investors
Key Takeaway
Read about topics from this episode.
Apple Earnings: A Weak 2024, but Optimism for 2025
Amazon Earnings: AWS Growth Accelerates and Profit Margins Improve
Eli Lilly Earnings: Strong Weight-Loss Drug Sales Expand Margins
I’m 65 and Still Working. Should I Enroll in Medicare?
What Hot Inflation and Delayed Rate Cuts Mean for Investors
What to watch from Morningstar.
Magnificent Seven Stocks: What’s Going on With Apple, Tesla, and Alphabet?
Covered Call and Buffer ETFs: Do the Pros Outweigh the Cons?
Make These Investing Moves Now for a Better Tax Day in 2025
3 Cheap Stocks to Watch in the Fight Over Sports Streaming
Read what our team is writing:
Ivanna Hampton
Mark Miller
Sarah Hansen
Follow us on social media.
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Sarah Hansen, Morningstar Inc markets reporter, explains why Apple and Tesla are diverging from the rest of the Magnificent Seven stocks. Also, details into a first ever dividend from Alphabet. Preston Caldwell, senior US economist for Morningstar Research Services, discusses why the Federal Reserve left higher interest rates in place and is changing its bond holdings.
Alphabet’s First Dividend
Boeing’s Focused on Recovering from Past Mistakes
General Motors Strong Start to 2024
The Magnificent Seven Stock Divergence
Apple’s Fallen from Last Year’s Rally
How Apple Could Reverse the Slide
Why Investors Are Changing Their Minds About Tesla
Morningstar’s Outlook for Tesla
Higher Interest Rates Stick Around
Read about topics from this episode.
Alphabet Shares Surge on Strong Earnings, Dividend Surprise
Boeing Earnings: Paying for Mistakes Made Long Ago, Taking Back the Factory Floor
GM Earnings: Strong Start to 2024 Is Good Sign for Rest of the Year
Magnificent No More? Apple and Tesla Stocks Are Weighing on the Market
With Sticky March PCE Inflation, When Will the Fed Hit Its 2% Target?
What to watch from Morningstar.
Covered Call and Buffer ETFs: Do the Pros Outweigh the Cons?
Make These Investing Moves Now for a Better Tax Day in 2025
3 Cheap Stocks to Watch in the Fight Over Sports Streaming
How to Find a Great Dividend Fund
Read what our team is writing:
Ivanna Hampton
Sarah Hansen
Preston Caldwell
Follow us on social media.
Facebook: https://www.facebook.com/MorningstarInc/
Twitter: https://twitter.com/MorningstarInc
Instagram: https://www.instagram.com/morningstar...
LinkedIn: https://www.linkedin.com/company/5161/
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Netflix’s Incredible First Quarter
United Flew Just Above Morningstar’s Expectations
An Investing Guide for Every Life Stage
What is Life-Stage Investing?
Early Career Accumulation
When Would Roth Accounts Make Sense for an Investor?
Why Mid-Career Accumulation Can Be More Complicated
Financial Priorities of Mid-Career Accumulators
Covered-Call ETFs and Passive Strategies
How Do Covered Call and Buffer ETFs Work?
Which Kind of Investors Are These Strategies Designed For?
Downsides to Buffer ETFs and Covered Call ETFs?
Tax Concerns
What ETF Fees Are Costing Investors?
Read about topics from this episode.
Register for the Morningstar Investment Conference!
An Investing Guide for Every Life Stage
An Investing Road Map for Early Career Accumulators
An Investing Road Map for Midcareer Accumulators
Active ETFs are Soaring. Should You Invest?
Should You Own a Covered-Call ETF Like JEPI?
What to watch from Morningstar.
Make These Investing Moves Now for a Better Tax Day in 2025
3 Cheap Stocks to Watch in the Fight Over Sports Streaming
How to Find a Great Dividend Fund
The 4% Retirement Rule is Just a Starting Point
Read what our team is writing:
Ivanna Hampton
Margaret Giles
Bryan Armour
Follow us on social media.
Facebook: https://www.facebook.com/MorningstarInc/
Twitter: https://twitter.com/MorningstarInc
Instagram: https://www.instagram.com/morningstar...
LinkedIn: https://www.linkedin.com/company/5161/
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