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Investing Insights from Morningstar.com (Audio)

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Get stock, fund, and ETF picks, plus weekly market insights, investing tips, retirement advice, and exclusive fund manager interviews from Morningstar’s director of equity research, director of personal finance, and stock and fund analyst team. Chicago-based Morningstar, Inc. is a world-leading provider of independent investment research.

Get stock, fund, and ETF picks, plus weekly market insights, investing tips, retirement advice, and exclusive fund manager interviews from Morningstar’s director of equity research, director of personal finance, and stock and fund analyst team. Chicago-based Morningstar, Inc. is a world-leading provider of independent investment research.
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United States

Description:

Get stock, fund, and ETF picks, plus weekly market insights, investing tips, retirement advice, and exclusive fund manager interviews from Morningstar’s director of equity research, director of personal finance, and stock and fund analyst team. Chicago-based Morningstar, Inc. is a world-leading provider of independent investment research.

Language:

English


Episodes

Investing Insights: Adobe, Healthcare Trends, and RMDs

11/16/2018
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This week on the podcast: 3 impressive low-volatility funds; 5 key retiree healthcare trends; opportunity in this wide-moat software firm; Russ Kinnel asks when will active managers feel the pain; we highlight our latest HSA plan grades; and Vanguard’s Maria Bruno talks required minimum distributions.

Duration:00:38:36

Investing Insights: What a Democratic House Means for Investors, Medicare Open Enrollment, and More

11/9/2018
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This week on the podcast: T. Rowe Price’s year of fund upgrades; tips for Medicare open enrollment; Baird’s Tim Steffen discusses year-end tax planning; Alec Lucas analyzes this world large-stock option; Aron Szaprio on the implications of the midterm elections for investors; and dividends in the cereal aisle.

Duration:00:31:13

Investing Insights: Earnings From 3M, AT&T, Verizon, Tesla, and More

10/26/2018
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This week on the podcast: Earnings results from 3M, AT&T, Verizon, and Tesla; Dividend opportunities in the energy sector; Christine Benz interviews Vanguard’s Joe Davis; Sarah Bush’s take on this PIMCO ETF; and Russ Kinnel on fund flows.

Duration:00:28:10

Investing Insights: Christine Benz Interviews Jack Bogle, Netflix Earnings, and More

10/19/2018
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This week on the podcast: highlights from Christine Benz’s interview with Vanguard founder Jack Bogle; earnings results from Johnson & Johnson, Netflix, and IBM; 3 ETFs for Dividend Seekers; and opportunities in electric vehicles.

Duration:00:25:41

Investing Insights: Fund Upgrades and Downgrades, AT&T vs Verizon Dividends, REITs, and More

10/12/2018
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This week on the podcast: Four big fund upgrades and downgrades; What you should consider in a “forever home”; Telecom dividends; a fund pick in the nontraditional bond category; market-cap-weighted index funds are not broken; and two undervalued REITs.

Duration:00:24:13

Investing Insights: New(ish) Gold-Rated Funds, CVS, and More

10/5/2018
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This week on the podcast: Three funds that recently joined the Gold-rated fund club; a powerful merger with CVS-Aetna; a foreign large-growth fund on our radar; value in big tobacco; an undervalued narrow-moat utility; and healthcare shocks in retirement.

Duration:00:18:09

Investing Insights: Fed Rate Hikes, Coke and Pepsi Dividends, Sustainable Investing, and More

9/28/2018
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This week on the podcast: The Fed hiked interest rates this week, and we think banks are fairly valued; David Blancett says targeting a specific date to stop working may not be an ideal strategy; Coke vs. Pepsi dividends; American Beacon SGA Global Growth is on our radar; wide-moat Mondelez looks undervalued; Jon Hale on his takeaways from recent ESG conferences.

Duration:00:18:37

Investing Insights: Morningstar's Top Picks for Retirement Portfolios

9/21/2018
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This week on the podcast: Christine Benz lays out our best investment ideas and how to structure a portfolio in retirement.

Duration:00:38:20

Investing Insights: Ford vs. GM, A Blueprint for a Million Dollar 401(k), and More

9/14/2018
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This week on the podcast: It’s Ford versus GM dividends; Russ Kinnel on a 401(k) milestone; Patricia Oey discusses Vanguard’s Tax-Managed Balanced fund; Ilyce Glink on investing in real estate; Baird’s Mary Ellen Stanek analyzes the bond market; and a medalist upgrade for JPMorgan Small Cap Equity.

Duration:00:35:31

Investing Insights: Are ETFs Overrated? Behavioral Financial Planning Mistakes to Avoid, and More

9/7/2018
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This week on the podcast: Ben Johnson on the oversold benefits of ETFs; three value funds heavy in tech; behavioral mistakes to avoid in financial planning; Travis Miller with utilities for long-term, fundamentals-focused investors; a top pick among long-term muni bonds; and Ilyce Glink on the financial and psychological benefits of paying off your house before retiring.

Duration:00:40:12

Investing Insights: Retiring Overseas, Robo-Advisors, Short-Term Bonds, and More

8/31/2018
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This week on the podcast: Ilyce Glink on what you need to know before buying property overseas; Russ Kinnel on an increase in yield for shorter-duration bond funds; Katie Reichart discusses a contrarian move with mid-value funds; four healthcare and retail REIT firms to keep an eye on; investment service firms that are thriving despite the growth of robo-advisors; and Jon Hale discusses our Carbon Risk Score.

Duration:00:25:11

Investing Insights: Core Foreign Stock Funds, Cisco, Roth IRA, and More

8/24/2018
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This week on the podcast: Our picks for core foreign stock funds; Ed Slott on IRA Conversions; Beth Foos with a muni fund pick; Mark Cash’s analysis of Cisco; and convertible bond fund picks.

Duration:00:17:19

Investing Insights: Great Funds Hiding in Plain Sight, McDonald's vs. Starbucks, Cruise Lines, and More

8/17/2018
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This week on the podcast: Three relatively undiscovered funds from the big shops; A dividend showdown between McDonald’s and Starbucks; Undervalued cruise lines; and IRA expert Ed Slott on backdoor Roth IRA conversions.

Duration:00:22:19

Investing Insights: Holding Off On Social Security, CVS-Aetna, and More

8/10/2018
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This week on the podcast: Ed Slott on holding off on claiming Social Security; Vishnu Lekraj analyzes the CVS-Aetna merger; Ben Johnson on the “other” news from Fidelity; and our analysts’ picks for funds with high-quality stocks

Duration:00:23:45

Investing Insights: A Midyear Portfolio Checkup in Five Easy Steps

8/3/2018
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This week on the podcast: A special presentation of Christine Benz's Midyear Portfolio Checkup

Duration:01:00:42

Investing Insights: Facebook, Alphabet, and Stock Funds

7/27/2018
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This week on the podcast: Insights on both Facebook and Alphabet earnings; why passive equity funds are seeing outflows; hidden risks in high-yield investments; and shares three top stock funds for retirees.

Duration:00:24:54

Investing Insights: Midyear Checkup, GE, and Large Growth Funds

7/20/2018
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This week on the podcast: retirees should check their portfolios; dividend stocks in utilities; earnings reports on Johnson & Johnson and GE; cutting and edge drug manufacturers;

Duration:00:17:55

Investing Insights: Vanguard, Pepsi, and a Midyear Outlook

7/13/2018
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We check in with T. Rowe Price for a first-half review; look at three bond funds for retirees; and consider large-growth outflows in this week's episode.

Duration:00:36:22

Investing Insights: Funds at Midyear and Dividend Stocks

7/6/2018
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We discuss retirement policy statements, moat upgrades, and Primecap picks on this week's episode.

Duration:00:34:50