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Investing Insights from Morningstar.com (Video)

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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: 3 Equity Funds, Michael Kitces on Likability, and More

4/18/2019
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This week on the podcast, Christine Benz shares three equity funds from her model portfolios for retirees, Damien Conover reveals what he expects from big pharma this earnings season, special guest Michael Kitces talks about the role likability plays when choosing an advisor, Sarah Bush explains why a well-liked bond fund was recently downgraded, Eric Compton discusses what bank earnings say about the health of the economy, and Russ Kinnel shares four of his favorite niche funds.

Duration:00:25:54

Investing Insights: Michael Kitces, REITs, Value ETFs, and More

4/12/2019
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On this week's podcast, special guest Michael Kitces on sequence of return risk, a good world-allocation fund, and new retirement legislation.

Duration:00:32:42

Investing Insights: First-Quarter Review, Christine Benz on Managing Cash in Retirement, and More

4/5/2019
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This week on the podcast, Russ Kinnel discusses the dominant performance of growth strategies during the first quarter, Sarah Bush talks about the bond market’s performance so far this year, Ben Johnson recaps the first quarter in ETFs, Christine Benz on how to manage cash in retirement, Jake Strole with a high-quality yet undervalued insurer, and our analysts share 3 good funds having a great year.

Duration:00:35:47

Investing Insights: Defense and Aerospace Dividends, Tax Benefits of HSAs, Auto Sales, and More

3/29/2019
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This week on the podcast, Chris Higgins on Defense and aerospace dividend opportunities; a Gold-rated target-risk series from Vanguard; Dan Sotiroff on Passive Foreign-Stock Funds; Christine Benz on the tax benefits of health savings accounts; two funds to consider for non-US exposure; and Dave Whiston on auto sales this year.

Duration:00:22:36

Investing Insights: Lyft IPO, IRA Tips For Later in Life, and More

3/22/2019
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This week on the podcast, Ali Mogharabi on what Lyft is worth, Christine Benz with fixed-income ETFs for retirees, Ariel’s John Rogers with two of his favorite mid-cap stocks, Brian Moriarty on the state of the high-yield bond market, Eric Compton with ratings changes in the bank sector, and Christine Benz with IRA contribution tips for later in life.

Duration:00:25:53

Investing Insights: Last-Minute IRA Tips, Steady Dividend Payers, and More

3/15/2019
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This week on the podcast, Christine Benz with tips for last-minute IRA contributions, Damien Conover with undervalued health-care stocks with secure dividends, Russ Kinnel with the recipe for finding “fantastic” funds, Erin Lash with high-quality and underpriced packaged goods stocks, Alfonzo Bruno with a strong inflation hedge from Vanguard, and Ariel’s John Rogers on the changing face of value investing.

Duration:00:22:11

Investing Insights: Morningstar's Picks for IRAs

3/8/2019
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This week on the podcast, our experts offer their mutual fund and ETF ideas for funding an IRA.

Duration:00:30:37

Investing Insights: 3 Good Ideas for IRAs, Housing, and More

3/1/2019
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This week on the podcast, Christine Benz with 3 ideas for IRAs; Eric Compton sees an attractive dividend opportunity with Wells Fargo; Beth Foos on a Bronze-rated muni fund with a solid team; Erin Lash thinks Kraft Heinz is undervalued despite bad news; Alex Bryan with 4 ETFs for IRAs, and Jaime Katz on how the slowing housing market affects Home Depot and Lowe’s.

Duration:00:21:10

Investing Insights: 3 New Morningstar Medalists, 4 Hidden Benefits of Roth IRAs, and More

2/22/2019
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This week on the podcast, 3 new Morningstar Medalists; Christine Benz with 4 hidden benefits of Roth IRAs; A pending manager departure for T. Rowe Price High Yield; Allergan’s future looks promising; and Ben Johnson says index funds aren’t all passive

Investing Insights: Earnings from Coke and Cisco, Generating Cash Flow in Retirement, and More

2/15/2019
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This week on the podcast, our analysts’ takes on Coca Cola and Cisco results; Christine Benz suggests three strategies for generating cash flow in retirement; Travis Miller highlights 3 utilities for income investors; Jon Hale talks about the growth of sustainable investing; Mark Cash gives his take on Dell stock; and Alex Bryan shares a low-cost ETF with a focus on strong businesses.

Investing Insights: Earnings from GM and Disney, Bill Gross, Starbucks, Obscure IRA Rules, and More

2/8/2019
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This week on the podcast, our analysts’ takes on Alphabet, GM, and Disney results; Christine Benz suggests three investment ideas for an IRA; Sarah Bush examines Bill Gross’ legacy; R. J. Hottovy takes a look at Starbucks; Ed Slott on obscure IRA rules; and Russ Kinnel gives his take on active funds during a downturn.

Duration:00:33:26

Investing Insights: Earnings from Apple and Facebook, Portfolio Tuneups, and More

2/1/2019
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This week on the podcast, our stock news roundup with PG&E, Apple, Facebook, and Caterpillar; an upgrade for T. Rowe Price New Horizons; Greg Warren on wide-moat asset managers; dividends among tobacco firms; Russ Kinnel on Jack Bogle, and from our Portfolio Tuneup week, Christine Benz on streamlining your portfolio and setting your asset allocation.

Duration:22:02:00

Investings Insights: Earnings from Netflix, The Government Shutdown, and More

1/25/2019
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This week on the podcast, our earnings roundup with Johnson & Johnson, Proctor & Gamble, Netflix, and IBM; Ed Slott on missed RMDs; what the government shutdown means for the debt ceiling; Russ Kinnel on investment themes for 2019; 3 gold-rated small-cap index funds to consider; and how to build a solid portfolio foundation.

Duration:00:38:09

Investing Insights: Remembering Jack Bogle

1/18/2019
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On this week's episode, we put together a collection of clips from our interviews with Jack Bogle over the years.

Duration:00:31:17

Investing Insights: 3 Newly Reopened Funds, Bargains in Banking, and More

1/11/2019
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This week on the podcast: Russ Kinnel on the year in funds; three newly reopened funds for the new year; Baird’s Tim Steffen on tax reporting missteps; a bank-loan fund pick; a well-positioned software firm; and bargain in the banking sector.

Investing Insights: Dividend Picks, Apple Undervalued, and Vanguard's 2018

1/4/2019
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On this week's episode, we examine Apple’s revenue warning, Procter & Gamble’s progress, top dividend picks and how Fidelity and Vanguard fared over the last year.

Duration:00:39:01

Investing Insights: Year-End To-Do's, Dividends, and Oracle

12/21/2018
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On this week's episode, we look at Johnson & Johnson, beating the market, and bucket maintenance.

Duration:00:28:42

Investing Insights: RMD Traps to Avoid, Gold-Rated Funds That Are Taking a Beating, and More

12/14/2018
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This week on the podcast: Ed Slott on RMD mistakes to avoid; evaluating fund laggards; why electricity demand is about to get a jolt; Gold-rated funds that are taking a beating; bond funds that should benefit from a flight to quality; and analyzing slowing home sales.

Duration:00:28:20

Investing Insights: Portfolio Makeovers, Volatility, and Exxon's Dividend

12/7/2018
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Our analysts discuss China, Exxon, fund winners and losers, and healthcare stocks on this week's episode.

Duration:00:30:06

Investing Insights: GM's Restructuring, Healthcare, and Ed Slott on Charitable Giving

11/30/2018
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We examine qualified charitable distributions, Caterpillar, and Comcast on this week's episode.

Duration:00:29:19