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Investing Insights

Business & Economics Podcasts

Get stock, fund, and ETF picks, plus personal finance advice, investing tips, and exclusive fund manager interviews. -- Chicago-based Morningstar, Inc. is a world-leading provider of independent investment research.

Get stock, fund, and ETF picks, plus personal finance advice, investing tips, and exclusive fund manager interviews. -- Chicago-based Morningstar, Inc. is a world-leading provider of independent investment research.

Location:

United States

Description:

Get stock, fund, and ETF picks, plus personal finance advice, investing tips, and exclusive fund manager interviews. -- Chicago-based Morningstar, Inc. is a world-leading provider of independent investment research.

Language:

English


Episodes

Dividend Picks and Mutual Fund Alternatives for 2021

1/15/2021
In this week’s podcast, Dan Lefkovitz sees a brighter outlook for dividends this year, Mike Hodel finds dividend opportunities for 2021, Christine Benz helps investors to assess their financial goals, Russ Kinnel lists the pros and cons of various investment vehicles, and Christine Benz shares her financial to-do calendar.

Duration:00:29:40

Investment Stories from 2020 and Trends for 2021

1/8/2021
In this week’s podcast, Russ Kinnel highlights 2020’s highs and lows for funds, Ben Johnson shares the top ETF stories for 2020, Maria Bruno tells retirees what to look out for in 2021, Dan Kemp predicts investment themes for the new year, and Christine Benz outlines the pros and cons of investing apps.

Duration:00:33:15

Year-End Tips and Highlights

12/24/2020
In this week’s podcast, we look at three highly-rated funds that are struggling, we highlight three Morningstar Medalist funds that are thriving, Ed Slott discusses the tax implications on charitable giving, Tim Steffen suggests strategies for year-end taxes, and Christine Benz breaks down the new math on emergency funds.

Duration:00:31:17

The Newest Addition to the S&P 500

12/18/2020
In this week’s podcast, Ben Johnson gives his take on Tesla joining the S&P 500, Ed Slott provides strategies for a no-RMD year, our analysts highlight three high-quality stocks, Ed Slott discusses taxes in 2021 and beyond, and Christine Benz shares tips for people who might temporarily be in a lower tax bracket.

Duration:00:38:06

The Stock the Top Managers Love

12/11/2020
In this week’s podcast, we reveal what stock was the high-conviction purchase for five of our favorite managers, Ben Johnson discusses the tax efficiency of ETFs, Christine Benz encourages investors to consider direct giving, Tim Steffen shares tax strategies for retirees, and Tom Whitelaw shows investors how to assess liquidity.

Duration:00:35:27

Tips for Planning Your Year-End Taxes and Emergency Funds

12/4/2020
In this week’s podcast, Tim Steffen from Pimco shares year-end tax planning ideas, Christine Benz emphasizes the importance of emergency funds, Russ Kinnel finds a light at the end of the tunnel, David Swartz picks two bargains in the retail industry, and Michael Jantzi uncovers how investors are embracing sustainable investing.

Duration:00:33:06

Managing for the Inevitable: An Interview with the Author of “The Taxable Investor’s Manifesto”

11/25/2020
Published in May 2020, the latest book from Stuart Lucas, “The Taxable Investor’s Manifesto” covers a wealth of his experience and advice to individual investors planning for long term success. Stuart runs a multi-family office and has decades of investing, teaching, and authoring experience. Editor in Chief Nicolas Owens interviewed Stuart about the key takeaways in the book. You can also listen to the bulk of their conversation in this bonus episode of the Investing Insights...

Duration:00:17:52

Weighing the Risks and Rewards of High Yields

11/20/2020
In this week’s podcast, Alex Bryan highlights ETFs with high yields and high risks, our analysts share two stocks they are excited about, Christine Benz offers advice for open enrollment during the pandemic, Russ Kinnel provides fund ideas for foreign stocks, and Alyssa Stankiewicz discusses Morningstar's new ESG Commitment Level.

Duration:00:29:57

How to Use Your HSA and More

11/13/2020
In this week’s podcast, we highlight three Morningstar medalist funds struggling this year, Christine Benz shares takeaways from portfolio makeover week and interviews one of her portfolio makeover subjects, Leo Acheson encourages investors to use HSAs as investment accounts, and Alex Bryan shows investors where they can find yield.

Duration:00:32:23

How to Maintain Your Portfolio During Market Volatility and the Election

11/6/2020
In this week’s podcast, Ben Johnson suggests coping strategies for market turbulence, Ian Tam encourages investors to avoid adjusting their portfolios in anticipation of the election outcome, we highlight three highly-rated Morningstar Medalist funds, Russ Kinnel explains fund upgrades and downgrades, and we share what we think Tesla is worth.

Duration:00:23:09

What a Fund Manager’s Ownership Means for Performance

10/30/2020
In this week’s podcast, Russ Kinnel explains the connection between manager ownership and fund performance, Ben Johnson highlights the subjectivity of indexes, T. Rowe Price's Jerome Clark is recognized for pioneering the target-date structure, and Joachim Kotze discusses the outlook for Rolls-Royce.

Duration:00:37:08

Opportunities to Invest in Travel and Energy

10/23/2020
In this week’s podcast, we share three travel names we like, we highlight an undervalued energy stock, Pimco’s Mohit Mittal discusses how the coronavirus has impacted his team and the market, and we break down the basics and benefits of 529 college savings plans.

Duration:00:23:43

2 Steady Dividend Payers and Tips on Index Concentration

10/16/2020
In this week’s podcast, Damien Conover examines how the healthcare sector has handled pandemic pressures, Kevin Brown names two REITs with high dividend payouts, Ben Johnson gives investors tips on index concentration, Brian Colello shares what we can expect from the technology sector, and Dave Meats addresses the massive impacts coronavirus has had on the energy sector.

Duration:00:20:50

Sustainable ETFs and Cheap Beverage Makers

10/9/2020
In this week’s podcast, Alex Bryan explores the growing landscape of ESG ETFs, Russ Kinnel prepares investors for what they can expect from mutual fund capital gains this year, Aron Szapiro explains how election results can impact policy, and Erin Lash shares opportunities for investors in the consumer defensive sector.

Duration:00:25:48

The Keys to Financial Success and A Tool for Retirement Planning

10/2/2020
In this week’s podcast, we reveal four dividend-paying stocks our top managers own, Christine Benz reminds investors of the keys to financial success, Russ Kinnel compares the asset growth of stock funds and bond funds, Christine Benz suggests a tax-advantaged tool for retirement planning, and financial advisor Cathy Curtis shares her approach to the planning needs unique to women.

Duration:00:32:36

Special Report: Where to Turn When the Political Climate Heats Up

9/25/2020
In this week’s podcast, we are excited to present “Where to Turn When the Political Climate Heats Up,” a discussion with Amy Walter, the National Editor of The Cook Political Report, and Aron Szapiro, our director of policy research. In this discussion from the Morningstar Investment Conference, Walter shares her insights about the political climate and where the race for the president and Congress stand. Visit go.morningstar.com/MIC to register today for the Morningstar Investment...

Duration:00:52:02

Top Manager Stock Picks and Today’s Low Bond Yields

9/18/2020
In this week’s podcast, we share what industrial stocks our Ultimate Stock Pickers bought, David Blanchett addresses what today's low bond yields mean for retirement planning, Russ Kinnel breaks down the criteria for Medalist ratings, and Christine Benz encourages investors to resist the urge to change their portfolios around the election.

Protecting Your Portfolio and Estimating Your Retirement

9/11/2020
In this week’s podcast, Alex Bryan tells investors how to bolster their portfolios when the dollar declines, David Blanchett explains how investors can estimate the length of their retirements, we shine a light on two overlooked stocks, and we share the wide-moat name that three of our favorite managers invested in.

Duration:00:20:41

How Inflation Can Affect Your Portfolio

9/4/2020
In this week’s podcast, Christine Benz discusses how inflation could affect investors of all ages, Chelsey Tam highlights stocks in China’s technology sector, and Ben Johnson sheds a light on how actively managed funds have been performing.

Duration:00:23:33

Options for Equity-Income Investors and Pitfalls for Young Investors to Avoid

8/28/2020
In this week’s podcast, Dan Lefkovitz finds opportunities for equity-income investors, Christine Benz helps young investors avoid pitfalls, Amy Arnott shares trends in U.S. investor returns, and Russ Kinnel uncovers tips for navigating bear markets.

Duration:00:36:33