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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

Year-End Financial Planning and Vanguard Dividend Funds

11/8/2019
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In this week’s podcast, Vanguard's Maria Bruno offers some fourth-quarter portfolio strategies to prepare retirees for next year's tax season, Travis Miller discusses dividend opportunities in the utilities sector, Eric Jacobson breaks down high-yield municipal bonds, Alec Lucas explores dividend fund options offered by Vanguard, and Soo Romanoff sheds light on Teva’s valuation against the backdrop of the politically charged opioid epidemic.

Duration:00:28:32

Dividend Opportunities, Medicare, and Balanced Funds

11/1/2019
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In this week’s podcast, opportunities for dividend-focused investors in the integrated oil group; the many moving parts of Medicare; generating cash flows from your portfolio; our picks around electric vehicles; and Russ Kinnel's Favorite Balanced Funds.

Duration:00:26:57

529 Ratings and Value and Growth Picks

10/25/2019
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In this week’s podcast, our analysts highlight three great value funds, equity analyst Charles Fishman talks energy, Alex Bryan shares three bond ETFs for a low yield environment, analyst Madeline Hume discusses results from our recent college saving plan ratings, and Alec Lucas picks three gold-rated large growth funds for your shopping cart.

Duration:00:17:39

Tech Stocks for Dividend Seekers and Choosing Bond Funds

10/18/2019
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In this week’s podcast, Brian Colello picks out three stand-out tech stocks for dividend seekers, Christine Benz discusses which types of bond funds make sense for most investors, Russ Kinnel points out factors to watch for with capital gains distributions, Neil Macker highlights opportunities in the fast-growing video game space, and Alex Bryan shares two winning low-volatility funds for volatile markets.

Duration:00:22:08

Dodge & Cox’s Success and Diversifying Your Bond Portfolio

10/11/2019
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In this week’s podcast, Susan Dziubinski invites our manager research analysts to share three funds that favor wide-moat stocks, Christine Benz discusses what to think about when it comes to diversifying your bond portfolios, analyst Tony Thomas dissects Dodge & Cox’s recipe for success, analyst Anna Baran highlights an undervalued but high uncertainty stock, and Dave Sekera breaks down fixed-income market performance in the third quarter.

Duration:00:18:01

Vanguard’s Best Active Large Caps and Stocks with Stable Dividends

10/4/2019
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In this week’s podcast, equity analyst David Swartz highlights three high-yield stocks with stable dividends in the consumer sector, Christine Benz invites Judith Ward from T. Rowe Price to discuss cash cushions, equity analyst Erin Lash picks a wide-moat stock from the packaged food aisle, Alec Lucas shares a few great picks from Vanguard’s large-cap offerings, and equity analyst John Barrett discusses why investors should wait before purchasing two noted payroll processors.

Duration:00:18:28

Cheap Dividend Payers, Short-Term Bond Funds, and More

9/27/2019
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In this week’s podcast, Ultimate Stock Pickers highlights three cheap dividend payers with moats, Christine Benz invites Judith Ward from T. Rowe Price to share highlights from new research on retirement preparedness, equity analyst Matthew Dolgin shares why CenturyLink is a bargain, Russ Kinnel picks his favorite short-term bond funds for investors looking to reduce risk, Jon Hale invites Karin Anderson to discuss new fixed income research on how asset managers are approaching...

Duration:00:22:43

5 Fund Downgrades and Dividends in Healthcare

9/20/2019
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In this week’s podcast, Russ Kinnel explains the reasons why we lower a fund’s analyst rating, equity analyst Damien Conover highlights two pharmaceutical stocks’ dividend opportunities, Christine Benz invites T. Rowe Price's Judith Ward to discuss how to plan for market downturns after retirement, analyst David Kathman picks five great real estate funds to diversify your portfolio, equity analyst Eric Compton shares why Wells Fargo might be worth another look, and Christine Benz provides...

Duration:00:32:15

Investing Insights: Vanguard Dividend Growth's Promise and Portfolio De-Risking

9/13/2019
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In this week’s podcast, fund analysts Robby Greengold, Connor Young, and Nick Watson highlight three funds that are worse than they look, Christine Benz provides tips on simple, effective ways to de-risk a portfolio, equity analyst Seth Goldstein explains how to best play an expected agricultural recovery, senior fund analyst Alec Lucas discusses recently reopened Vanguard Dividend Growth, and Dan Wasiolek shares insights on why you should pick Wyndham Hotels Shares.

Duration:00:25:30

Investing Insights: Retiree Traps, a Wide-Moat Stock Pick, and Indexing Risks

9/6/2019
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In this week’s podcast, Christine Benz shares valuable insights for retirees on traps to avoid in a turbulent market, Jake Strole comments on CVS’ new approaches to managing healthcare needs, Alex Bryan addresses possible risks indexing poses for the market, Krzysztof Smalec highlights a new wide-moat stock for your watchlist, Alec Lucas explains what makes American Funds’ equity lineup golden, and Dan Kemp explains whether bond yields can really predict recession.

Duration:00:28:29

Investing Insights: Yield Curve Inversion, Dividend Growth Leaders, and More

8/30/2019
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In this week’s podcast, Andrew Bischof forecasts high dividend-growth potential for select utility stocks, Josh Charlson discusses great ways to use target-date strategies in your own portfolio, Gregg Wolper explains differences and similarities between investing in foreign versus US stock funds, Dan Sotiroff provides insight on foreign stocks’ tax treatment, Dan Kemp talks inverted bond yield curves and whether a recession is in the cards, and the Ultimate Stock-Pickers team provides stock...

Duration:00:24:40

Investing Insights: Equity Portfolio Diversifiers, Tips on TIPs, and Fund Picks

8/23/2019
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In this week’s podcast, special guest Rupal Bhansali of Ariel Investments offers her insight into current markets; Russ Kinnel shares key takeaways from his latest research on the costs of poor timing; Christine Benz discusses how to protect your portfolio from a stock-market sell-off; our analysts highlight three funds that are better than they look; Rajiv Bhatia discusses wide-moat financial stocks; and Eric Jacobson gives valuable tips for picking TIPS funds.

Duration:00:27:02

Investing Insights: Tech Stocks, Tax Efficiency, and Social Security Options

8/16/2019
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In this week’s podcast, Abhinav Davuluri sheds light on values in tech stocks, Christine Benz speaks with Ben Johnson on the tax efficiency of different fund types, special guest Mary Beth Franklin reviews Social Security options for spouses, Dan Sotiroff with picks for lower-risk foreign stock funds, Dave Meats finds attractive buying opportunities in upstream energy stocks, and Katie Reichart reviews the subtle differences between T. Rowe Price large-cap medalists.

Duration:00:30:39

A Dividend Pick, Foreign Investing, and the Benefits of Working Longer

8/2/2019
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In this week’s podcast, Zain Akbari with a dividend stock for your shopping list, Christine Benz talks with Kevin McDevitt about where fund investors are putting their dollars this year, special guest Mark Miller discusses whether working longer should be a part of your retirement plan, Alex Bryan on whether you should invest abroad, John Barrett with a new high-quality stock for your watchlist, and Matt Dolgin finds attractive ideas among data center stocks.

Duration:00:29:47

Bold Bond Picks, Top Cannabis Stocks, and Tips for Gig Workers

7/26/2019
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In this week’s podcast, our analysts share three of their favorite bold bond funds, special guest Tim Steffen from Baird provides financial tips for gig economy workers, Brett Horn on what M&A means for payment processors, Christine Benz and Brian Moriarty discusses whether floating-rate funds are a fit for your portfolio, Ben Johnson on the pitfalls of market-cap weighted indexing, and Kris Inton with Morningstar’s outlook on cannabis stocks.

Duration:00:29:00

Favorite Funds with Russ Kinnel

7/19/2019
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We’re airing a special edition of the podcast this week. Morningstar Director of Personal Finance Christine Benz talks with Russ Kinnel, Director of Manager Research and editor of Morningstar Fund Investor, about some of his favorite funds across a variety of different investment categories.

Duration:00:36:35

Social Security Strategies, Amazon's Future, Long-term Care Planning, and More

7/12/2019
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In this week’s podcast, our analysts talk about three great funds having a lousy year; special guest Mary Beth Franklin discusses the clever Social Security strategy that’ll be phased out next year; Debbie Wang puts LabCorp under the microscope; Christine Benz talks with special guest Carolyn McClanahan about planning and paying for long-term care; Alex Bryan shares three off-the-beaten-path ETFs; and RJ Hottovy examines Amazon’s future beyond Prime Day.

Duration:00:29:25

Bond Investing, Hands-off Portfolios, and Promising Fund Managers

6/28/2019
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In this week’s podcast, our analysts share three funds managed by great up-and-comers; guest Ed Slott covers divorce, taxes and retirement planning; Tom Lauricella discusses key considerations for today’s bond investor; Christine Benz explains how to create a hands-off portfolio in retirement; Erin Lash gives her take on Campbell’s new recipe for profitable growth; and guest Mark Miller talks about Medicare pitfalls.

Duration:00:38:01

Funds for Yield Seekers, A Favorite Networking Stock, and 3M

6/21/2019
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In this week’s podcast, Josh Aguilar on whether 3M is a good stock for dividend seekers, Christine Benz discusses what’s missing from her streamlined 3-funds portfolios, Nick Watson with an attractive small-cap value fund, Russ Kinnel shares his three favorite actively managed world-stock funds, Matthew Dolgin offers a best idea in networking, and Alex Bryan with three diverse funds for yield seekers.

Duration:00:27:48

Top Small-Cap Funds, Protecting Finances from Cognitive Decline, A Stock With 30% Upside

6/14/2019
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In this week's podcast, funds run by topnotch managers, an excellent deep value fund, and cheap oilfield services companies.

Duration:00:22:30