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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: 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:00:38:11

Investing Insights: Funds for Yield, A 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:00:27:58

Investing Insights: 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, our analysts share three funds run by topnotch managers, Christine Benz talks with Healthcare Planning’s Carolyn McClanahan about finances and cognitive decline, Linda Abu Mushrefova with a terrific deep-value large-cap fund, Preston Caldwell highlights a few undervalued oil-services stocks, Russ Kinnel shares three of his favorite small-cap funds, and Michael Wong explains why we think Goldman Sachs has 30% upside potential.

Duration:00:22:40

Investing Insights: Fixing Social Security, Favorite Mid-Cap Funds, and More

6/7/2019
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In this week’s podcast, Dan Wasiolek shares his favorite dividend-paying stocks in the travel and leisure industry, Christine Benz talks with Baird’s Tim Steffen about how to fix Social Security, Russ Kinnel with three of his favorite mid-cap funds, Dan Romanoff on why we like undervalued Guidewire, Dan Sotiroff on some solid broad foreign index funds from Fidelity, and Karen Andersen on what the elimination of rebates could mean for drug manufacturers.

Duration:00:23:28

Investing Insights: Large-Caps, 529s, and a Wide-Moat Pick

5/31/2019
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In this week’s podcast, our analysts take a look at three great funds for your “mad money” account, retirement expert Ed Slott talks with Christine Benz about mistakes to avoid with Qualified Charitable Distributions, Seth Goldstein with an undervalued wide-moat stock, Russ Kinnel with three of his favorite actively managed large-cap funds, Madeline Hume recaps the findings in Morningstar’s latest 529 report, and Gregg Wolper takes a look at frontier funds.

Duration:00:30:14

Investing Insights: Morningstar Investment Conference

5/24/2019
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In this special edition of the podcast, we’ll focus on what managers and practitioners had to say at the 2019 Morningstar Investment Conference. Three fixed-income experts share their expectations for the bond market, J.P. Morgan’s Anne Lester discusses the risks facing young retirees, T. Rowe Price manager David Giroux reveals where he’s finding opportunities today, Franklin Templeton’s Sonal Desai provides her economic outlook, and Blackrock’s Holly Framsted discusses the value factor.

Duration:00:33:05

Investing Insights: 35 Years of Empowering Investor Success

5/17/2019
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This week on the podcast, we are celebrating Morningstar’s 35th Anniversary with a roundtable discussion between founder and executive chairman Joe Mansueto, Morningstar managing director Don Phillips, and Morningstar CEO Kunal Kapoor about Morningstar’s past, present and future. Stay tuned after the discussion for a brief video about what it means to us to empower investor success.

Duration:01:02:25

Investing Insights: Berkshire Hathaway’s Valuation, 3 Funds That Have Lost Their Mojo, and More

5/3/2019
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This week on the podcast, our analysts take a look at three funds that’ve been downgraded due to manager losses, Christine Benz discusses whether retirees need bonds, Abhinav Davuluri takes a look at earnings in the semiconductor industry, Ben Johnson discusses Morningstar’s latest research about fund fees, Dan Culloton talks about a promising international fund on our radar, and Gregg Warren discusses Berkshire Hathaway’s valuation.

Duration:00:28:53

Investing Insights: A Solid Dividend, Funds for Retirees, and More

4/26/2019
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On this week's podcast, low-volatility ETFs, a pick among California utilities, and funds for retirees.

Duration:00:25:40

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