Investing Insights

By Morningstar

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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.

Episode Date
Dividend Picks and Mutual Fund Alternatives for 2021
00:29:02

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.

Jan 15, 2021
Investment Stories from 2020 and Trends for 2021
00:32:37

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.

Jan 08, 2021
Year-End Tips and Highlights
00:30:43

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.

Dec 24, 2020
The Newest Addition to the S&P 500
00:37:31

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.

Dec 18, 2020
The Stock the Top Managers Love
00:34:53

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.

Dec 11, 2020
Tips for Planning Your Year-End Taxes and Emergency Funds
00:32:29

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.

Dec 04, 2020
Managing for the Inevitable: An Interview with the Author of “The Taxable Investor’s Manifesto”
00:17:16

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 podcast.

 

Bio

How to read “The Taxable Investor's Manifesto: Wealth Management Strategies to Last a Lifetime”

Other books from the author

Nov 25, 2020
Weighing the Risks and Rewards of High Yields
00:29:21

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.

Nov 20, 2020
How to Use Your HSA and More
00:31:47

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.

Nov 13, 2020
How to Maintain Your Portfolio During Market Volatility and the Election
00:23:08

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.

Nov 06, 2020
What a Fund Manager’s Ownership Means for Performance
00:37:06

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.

Oct 30, 2020
Opportunities to Invest in Travel and Energy
00:23:42

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.

Oct 23, 2020
2 Steady Dividend Payers and Tips on Index Concentration
00:20:49

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. 

Oct 16, 2020
Sustainable ETFs and Cheap Beverage Makers
00:25:47

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.

Oct 09, 2020
The Keys to Financial Success and A Tool for Retirement Planning
00:32:35

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. 

Oct 02, 2020
Special Report: Where to Turn When the Political Climate Heats Up
00:52:02

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 Conference and hear more great insights. 

Sep 25, 2020
Top Manager Stock Picks and Today’s Low Bond Yields
00:24:09

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.

Sep 18, 2020
Protecting Your Portfolio and Estimating Your Retirement
00:20:40

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.

Sep 11, 2020
How Inflation Can Affect Your Portfolio
00:23:32

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.

Sep 04, 2020
Options for Equity-Income Investors and Pitfalls for Young Investors to Avoid
00:36:32

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.

Aug 28, 2020
An Update on our High-Conviction Picks and the U.S. Dollar
00:24:40

In this week’s podcast, we share two names we removed from our list of high-conviction picks in August, Christine Benz discusses the weakness in the U.S. dollar today, Christine Benz addresses retirement during a pandemic, and our analysts list three highly rated international funds for your portfolio.

Aug 21, 2020
Our Newest High-Conviction Pick and Four Funds with the Biggest Outflows
00:32:53

In this week’s podcast, we share which utility stock we added to our list of high-conviction picks for August, Russ Kinnel uncovers which funds had the biggest outflows, Christine Benz discusses early retirement during a pandemic, Maria Bruno explores where people can find extra cash, and Russ Kinnel shares the top funds for income seekers.

Aug 14, 2020
4 Stocks With Dividend Growth Potential and Plans for Your RMDs
00:26:55

In this week’s podcast, we highlight four utilities that have strong growth prospects, Maria Bruno talks about RMDs, Christine Benz discusses the fate of the 60/40 portfolio, Alex Bryan shows investors how to keep up with momentum investing, and we share four stocks we expect will struggle to increase their dividends.

Aug 07, 2020
3 Stocks That Lost Their Spark and 3 Dividends That Caught Our Eye
00:25:24

In this week’s podcast, we discuss three stocks our analysts have removed from their list of high-conviction picks,we explain why these undervalued utilities offer investors opportunity for capital appreciation and yield, Christine Benz explores which bonds are the right fit for retirees today,and Alex Bryan addresses the role treasuries should play in a portfolio even when yields are low.

Jul 31, 2020
Finding Income in Ultra-Low Yields and the Future of Social Security and Medicare
00:40:58

In this week’s podcast, Christine Benz uncovers the places income-seekers should search, Mark Miller discusses the pandemic’s impact on Social Security and Medicare, our analysts share 3 bond fund picks, Ben Johnson maps out the growing strategic-beta fund landscape, and Christine Benz encourages retirees to be flexible with their spending plans.

Jul 24, 2020
Approaching Social Security and Upgrading Your Portfolio During a Recession
00:26:56

In this week’s podcast, Mark Miller encourages people to explore their options before filing for social security, Christine Benz explores strategies to upgrade your portfolio during a recession, we share two stocks our analysts have their eyes on, and our analysts comment on Amazon’s big presence in the market.

Jul 17, 2020
How Large-Growth Funds and Foreign Stock Funds Fared Against Volatility
00:27:57

In this week’s podcast, Russ Kinnel discusses large-growth funds, Dan Sotiroff answers questions about the performance of foreign stock funds, Damien Conover shares his outlook for the healthcare sector, Dave Meats covers how energy stocks performed in the second quarter, Erin Lash finds opportunities in the consumer defensive sector, and Brian Colello unpacks how the technology sector rallied in the second quarter.

Jul 10, 2020
Mid-Year Portfolio Reviews and Investing Excellence Award Winners
00:48:43

In this week’s podcast, Christine Benz details what investors should have on their radar for mid-year portfolio reviews, Sarah Bush highlights three individuals awarded for Investing Excellence, Jackie Cook breaks down the basics and importance of proxy voting, Ben Johnson discusses how fund fees have contracted in recent years and Russ Kinnel shares his favorite foreign large value funds.

Jun 26, 2020
Approaching Asset Allocation During Volatility
00:12:06

In this week’s podcast, Christine Benz provides tips for approaching asset allocation when the stock market is volatile, Travis Miller shares three utility names in promising positions, and Kevin Brown highlights two companies that are paying above average dividends.

Jun 19, 2020
Coronavirus Insights: Economic Impact, Vaccine Update
00:44:46

In this week’s podcast, we are pleased to present “Coronavirus Insights: Economic Impact, Vaccine Update.” Preston Caldwell and Karen Andersen from Morningstar Research Services discuss the impacts COVID-19 will have on the economy and when we can expect a vaccine. 

Jun 12, 2020
The Best Defense for Bear Markets and Estate Planning Must-Haves
00:40:52

In this week’s podcast, Russ Kinnel examines previous bear markets to figure out the best defense, Christine Benz shares the must-have documents for estate planning, Alec Lucas surveys the dividend landscape, Christine Benz offers advice for creating income when yields are low and provides a personal finance to-do list. 

Jun 05, 2020
Highly Rated Funds Reopen and 529 Answers
00:30:18

In this week’s podcast, Russ Kinnel shares four highly-rated funds that have reopened for investors, Alex Bryan addresses the risks and rewards of value investing, Madeline Hume evaluates how the recent market crisis affects college savings, Christine Benz suggests strategies for retirees who rely on dividend stocks, and our data reveals that stocks are less attractive today than they were in March.

May 29, 2020
Rethinking Retirement Income and Investment Strategies
00:28:34

In this week’s podcast, Christine Benz examines the implications this market could have on retirees; Josh Aguilar points out a stock with a consistent, predictable dividend; Christine Benz shares 5 investing missteps investors might make while navigating volatile markets and reminds us what to consider while looking for the right asset allocation for our portfolios; and Vanguard’s Maria Bruno addresses the decisions young investors face.

May 22, 2020
Secure Dividends in the Healthcare Sector and RMD Solutions for Retirees
00:45:13

In this week’s podcast, Damien Conover shares which drug manufacturers have the most secure dividends, Eric Jacobson discusses the winners and losers of the most recent bond fund sell-off, Rebecca Scheuneman tells us what we can expect from the food industry in the coming months. PIMCO’s Tim Steffen considers these factors surrounding IRA conversions, and Christine Benz discusses how retired investors can handle their RMDs this year.

May 15, 2020
Special Report: Coping With the Financial Toll of COVID-19
00:30:06

In this week’s podcast, we’re pleased to present “Coping With the Financial Toll of COVID-19,” a replay of a YouTube Premiere event featuringChristine Benz, the director of personal finance for Morningstar, Inc.

May 08, 2020
Finding Bank Dividends and Berkshire in a Pandemic
00:45:56

In this week’s podcast, Eric Compton finds opportunities within bank dividends in today’s market, Alex Bryan offers ideas for a range of ETFs on the ESG spectrum, Christine Benz takes a second look at what experts predicted for long-term returns of stocks and bonds, Illinois State Treasurer Mike Frerichs shares how the treasury office helps investors, Gregg Warren shares his thoughts on how Berkshire will be affected by the pandemic, and Christine Benz discusses how a downturn is not a buying opportunity for every investor. 

May 01, 2020
How Oil Prices Made History and Riding Out the Market Crisis
00:33:17

In this week’s podcast, Dave Meats and Dave Sekera discuss oil prices, Russ Kinnel highlights what has suffered and what has persevered through recent volatility, Christine Benz shares personal finance tasks investors can do for their portfolio while the world is on pause, Russ Kinnel examines funds that held up better than others during recent market turbulence, and we offer guidance on how to navigate the current market crisis. 

Apr 24, 2020
Newly Reopened Funds and Ways to Use Bonds in Your Portfolio
00:33:41

In this week’s podcast, we share insights about three funds that have reopened, Mike Hodel examines the communications sector, Brian Bernard analyzes industrials, Christine Benz explains how bonds can still play a pivotal role in your portfolio, Tony Thomas shares surprises from the latest fund flows report, and tax and financial planning specialist Jeff Levine discusses how to improve our tax position.

Apr 17, 2020
Special Report: How to Cope with Market Volatility
00:26:26

In this week’s podcast, we’re pleased to present “How to Cope with Market Volatility,” a collection of content from Morningstar experts.

Apr 09, 2020
Healthy Investing Habits and Roth Conversions
00:28:59

In this week’s podcast, Susan Dziubinski highlights three dividend growth funds, Alex Bryan reveals areas of the market that have performed worse than others during the economic downturn, Christine Benz offers ideas for forming and maintaining healthy investment habits, Damien Conover puts a spotlight on the most undervalued industry in the healthcare sector, Eric Jacobson explains why today’s market situation is different than it was in 2008, and IRA expert Ed Slott discusses converting from a traditional IRA to a Roth.

Apr 03, 2020
How to Stay Invested Today, Tomorrow, and for the Long-Term
00:36:54

In this week’s podcast, Beth Foos highlights how the coronavirus has affected the municipal-bond market, Dan Lefkovitz discusses the sustainability of dividend-paying stocks, Mike Hodel gives an update on telecom stocks, Ben Johnson and Colin Plunkett breakdown the effects that electronic-only trading will have on the New York Stock Exchange and investors, Christine Benz explains how bucketing during times of turmoil can help investors both old and new, and lastly, Johannes Faul predicts that although the coronavirus fallout has hurt the markets, we can anticipate a strong, lasting comeback.

Mar 27, 2020
How to Invest in Times of Volatility, and Opportunities in the Markets
00:26:07

In this week’s podcast, we continue to cover movements in the market and how you should invest amid times of volatility. First, Daniel Needham discusses the importance of staying invested. Then, Karen Andersen and Preston Caldwell discuss the implications of the coronavirus for the economy and the market. Next, we highlight sectors that are the most undervalued. Then, Russ Kinnel highlights funds that saw improvement in ratings after leadership changes. Lastly, Christine Benz shares the exceptions to the rule of sitting still during market volatility.

Mar 20, 2020
Managing Investments Amid Volatility and Virus Concerns
00:17:35

In this week’s podcast, we continue to cover market volatility and coronavirus concerns with Ben Johnson exploring how ETFs might behave and affect the broader market. Then, equity analyst Kevin Brown provides insights into buying opportunities in hotel REITs. Next, how investors in Asia are reacting in the ETF space. Andrew Lill looks at our take on the market; and finally, where we see value in travel firms.

Mar 13, 2020
Navigating Market Downturns and Medicare Choices
00:32:52

In this week’s podcast, market volatility continues to dominate the news; Christine Benz discusses how to turn a down market to your advantage, followed by Russ Kinnel’s fund picks that provide safety in times of uncertainty. Alex Bryan investigates how low-volatility funds are faring during market downturns; in this low interest rate environment, our equity analysts share two picks for stocks with burly dividends. Then, Mark Miller breaks down the differences between traditional Medicare and Medicare Advantage.

Mar 06, 2020
All About IRA Picks and Market Volatility
00:34:23

In this week’s podcast, as market volatility dominates the news, we discuss the persistence of turbulence and get some ideas from Christine Benz on what investors should do. It was Tax and IRA week on morningstar.com and we have a series of reports on fund picks and tips from Russ Kinnel, Christine Benz, Jeff Stafford, Karin Anderson.

Feb 28, 2020
Dividend Growth Stocks and Funds with High People Ratings
00:18:45

In this week’s podcast, our analysts share three dividend growth stocks for your radar, Russ Kinnel highlights funds with exceptional People ratings, Julie Bhusal Sharma explains why we raised Intuit’s fair value estimate, Katie Reichart uncovers reasons for Oakmark’s success, and Damien Conover shares key takeaways from pharma earnings. 

Feb 21, 2020
Fund Picks for IRAs and Why Foreign Stocks Are Lagging
00:19:29

In this week’s podcast, Christine Benz shares some investment ideas for your IRA, Damien Conover takes a look at valuation within the healthcare sector through an ESG lens, Dan Sotiroff discusses why international stocks have lagged behind the U.S. market, Connor Young highlights 11 up-and-coming or under-the-radar managers, and Kristoffer Inton unpacks why opportunities in gold are limited.

Feb 14, 2020
February Tax Prep and Fund Upgrades
00:28:15

In this week’s podcast, analyst Kevin Brown highlights dividend opportunities in the real estate sector, Christine Benz discusses some steps to take to prepare for tax day, Russ Kinnel provides insight into recent fund upgrades and downgrades, Brian Colello reviews tech stocks’ valuation trends, Dan Lefkovitz compares the pros and cons of dividends versus buybacks, and Greggory Warren uncovers practices of successful asset managers and which players are best positioned for the next decade. 

Feb 07, 2020
Dividend Opportunities and Lessons from Experts Forecasts
00:20:12

In this week’s podcast, Michael Hodel highlights two new dividend opportunities for 2020, equity analyst Eric Compton provides insight on how the current economic cycle might affect banks, manager research analyst Linda Abu Mushrefova shows how investors can diversify with mid-cap funds, Karen Andersen explains how ESG issues impact Big Pharma and biotech companies, and Christine Benz with key takeaways from annual projections issued by several investment firms.

Jan 31, 2020
3 Foreign Stock Funds and Where to Go Active
00:26:33

In this week’s podcast, our fund analysts share their foreign-stock favorites to increase your international-equity exposure, Christine Benz discusses her model retirement saver and bucket portfolios, director of passive strategies Alex Bryan on which parts of the market are more ideal for an active approach, equity analyst Dan Romanoff highlights why wide-moat Aspen is well positioned for an oil and gas rebound, and analyst Emory Zink recommends how to pick a short-term bond fund.  

Jan 24, 2020
Mutual Funds in 2019 and Financial To-Do List
00:31:20

In this week’s podcast, Russel Kinnel reviews changes in the mutual funds industry in 2019, Christine Benz provides a tidy way to tackle your financial to-do list over the year, Robby Greengold discusses Fidelity’s highs and lows in the past year, equity analyst Erin Lash shares why Kraft Heinz is worth considering, and our equity analysts examine the utilities, integrated oils, and midstream industries through the lens of ESG. 

Jan 17, 2020
Bond Fund Picks and Vanguard’s Evolution
00:22:16

In this week’s podcast, Christine Benz picks three bond-fund favorites for New Year’s rebalancing, Alec Lucas reviews Vanguard’s evolution in 2019, Charles Gross forecasts a favorable outlook for the housing market, Christine Benz highlights items that should be on investors’ radars in 2020, and Travis Miller sheds light on why renewable energy will be one of the biggest growth drivers in utilities sector.

Jan 10, 2020
Contenders to Amazon, SECURE Act, and Enbridge
00:23:49

In this week’s podcast, equity analyst Joe Gemino highlights Enbridge as a dividend opportunity, Christine Benz invites Vanguard's Maria Bruno to talk about strategies for young investors, equity analyst Zain Akbari analyzes which brick-and-mortars can contend with Amazon, Daniel Sotiroff shares insights on the evolution of foreign stock index funds, and Christine Benz discusses what SECURE Act means for retirement. 

Dec 20, 2019
ESG Portfolios, Inflation Protection, and AbbVie
00:31:48

In this week’s podcast, Christine Benz discusses her newest ESG model portfolios; Damien Conover on AbbVie’s dividend potential; Alex Bryan with TIPS ETFs to consider; our view on standout boutique Diamond Hill; and a look into our new factor profile tool.

Dec 13, 2019
Equity Funds for Retirement and Dividends in Tobacco
00:30:40

In this week’s podcast; Russ Kinnel shares his favorite equity funds for retirement; analyst Philip Gorham highlights dividend opportunities in big tobacco; Christine Benz invites Vanguard’s head of ETF product management, Rich Powers, to discuss trends in bond index investing; Jon Hale breaks down the update to our sustainability rating methodology; Christine Benz explains how charitable giving can improve your portfolio; and analyst Julie Bhusal Sharma spell out how Accenture keeps it moat.

Dec 06, 2019
Morningstar Insights Everyday with Alexa
00:00:31
Welcome to the Investing Insights Podcast from Morningstar.com. We’re taking a brief holiday hiatus and will return to publishing on Friday, December 6th. In the meantime, listen to Morningstar’s flash briefing on your Alexa-enabled device. Six days a week we deliver the latest news for investors. Just say, “Alexa, enable the Morningstar skill,” or visit Morningstar.com/alexa. From everyone here at Morningstar, thanks for listening.
Nov 29, 2019
Underspending in Retirement and Value Standouts
00:27:07

In this week’s podcast, Robby Greengold highlights three stand-out value funds, Michael Hodel shares dividend opportunities in telecom, Vanguard's Joel Dickson discusses spending enough in retirement, Charles Gross explains why Sherwin-Williams is overvalued, and Christine Benz shares lessons learned from portfolio makeover week. 

Nov 22, 2019
Bank Dividend Stocks and Choosing Target-Date Funds
00:24:54

In this week’s podcast, equity analyst Eric Compton highlights bank dividends, Vanguard’sRich Powers discusses what drives fund flows into ETFs, equity analyst Scott Pope explains what makes United Rentals attractive, Jeff Holt provides guidance on choosing the right target-date fund, and analyst Eric Jacobson shares our favorite core plus bond fonds. 

Nov 15, 2019
Year-End Financial Planning and Vanguard Dividend Funds
00:28:31

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.

Nov 08, 2019
Dividend Opportunities, Medicare, and Balanced Funds
00:26:58

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.

Nov 01, 2019
529 Ratings and Value and Growth Picks
00:17:40

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.

Oct 25, 2019
Tech Stocks for Dividend Seekers and Choosing Bond Funds
00:22:07

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.

Oct 18, 2019
Dodge & Cox’s Success and Diversifying Your Bond Portfolio
00:18:00

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. 

Oct 11, 2019
Vanguard’s Best Active Large Caps and Stocks with Stable Dividends
00:18:29

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. 

Oct 04, 2019
Cheap Dividend Payers, Short-Term Bond Funds, and More
00:22:44

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 sustainability.

Sep 27, 2019
5 Fund Downgrades and Dividends in Healthcare
00:32:13

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 insights on how retirees can better plan for taxes in the 4th-quarter.

Sep 20, 2019
Investing Insights: Vanguard Dividend Growth's Promise and Portfolio De-Risking
00:25:30

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.

Sep 13, 2019
Investing Insights: Retiree Traps, a Wide-Moat Stock Pick, and Indexing Risks
00:28:28

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.

Sep 06, 2019
Investing Insights: Yield Curve Inversion, Dividend Growth Leaders, and More
00:24:39

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 picks in industrials, energy, and technology.

Aug 30, 2019
Investing Insights: Equity Portfolio Diversifiers, Tips on TIPs, and Fund Picks
00:27:01

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.

Aug 23, 2019
Investing Insights: Tech Stocks, Tax Efficiency, and Social Security Options
00:30:38

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.

Aug 16, 2019
A Dividend Pick, Foreign Investing, and the Benefits of Working Longer
00:29:45

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.

Aug 02, 2019
Bold Bond Picks, Top Cannabis Stocks, and Tips for Gig Workers
00:28:58
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.
Jul 26, 2019
Favorite Funds with Russ Kinnel
00:36:36
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.
Jul 19, 2019
Social Security Strategies, Amazon's Future, Long-term Care Planning, and More
00:29:24
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.
Jul 12, 2019
Bond Investing, Hands-off Portfolios, and Promising Fund Managers
00:38:01
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.
Jun 28, 2019
Funds for Yield Seekers, A Favorite Networking Stock, and 3M
00:27:47
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.
Jun 21, 2019
Top Small-Cap Funds, Protecting Finances from Cognitive Decline, A Stock With 30% Upside
00:22:29
In this week's podcast, funds run by topnotch managers, an excellent deep value fund, and cheap oilfield services companies.
Jun 14, 2019
Fixing Social Security, Favorite Mid-Cap Funds, and More
00:23:27
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.
Jun 07, 2019
Large-Caps, 529s, and a Wide-Moat Pick
00:30:03

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.

May 31, 2019
Morningstar Investment Conference
00:33:05

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.

May 24, 2019
35 Years of Empowering Investor Success
01:02:11
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.
May 17, 2019
Berkshire Hathaway’s Valuation, 3 Funds That Have Lost Their Mojo, and More
00:28:48

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.

May 03, 2019
A Solid Dividend, Funds for Retirees, and More
00:25:35

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

Apr 26, 2019
3 Equity Funds, Michael Kitces on Likability, and More
00:25:49

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.

Apr 18, 2019
Michael Kitces, REITs, Value ETFs, and More
00:32:47

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

Apr 12, 2019
First-Quarter Review, Christine Benz on Managing Cash in Retirement, and More
00:35:52

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.

Apr 05, 2019
Defense and Aerospace Dividends, Tax Benefits of HSAs, Auto Sales, and More
00:23:42

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.

Mar 29, 2019
Lyft IPO, IRA Tips For Later in Life, and More
00:25:57

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.

Mar 22, 2019
Last-Minute IRA Tips, Steady Dividend Payers, and More
00:22:16

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.

Mar 15, 2019
Morningstar's Picks for IRAs
00:30:43

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

Mar 08, 2019
3 Good Ideas for IRAs, Housing, and More
00:21:16

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.

Mar 01, 2019
3 New Morningstar Medalists, 4 Hidden Benefits of Roth IRAs, and More
00:21:26

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

Feb 22, 2019
Earnings from Coke and Cisco, Generating Cash Flow in Retirement, and More
00:18:21

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.

Feb 15, 2019
Earnings from GM and Disney, Bill Gross, Starbucks, Obscure IRA Rules, and More
00:33:27

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.

Feb 08, 2019
Earnings from Apple and Facebook, Portfolio Tuneups, and More
00:22:03

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.

Feb 01, 2019
Earnings from Netflix, The Government Shutdown, and More
00:38:10

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.

Jan 25, 2019
Remembering Jack Bogle
00:31:18

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

Jan 18, 2019
3 Newly Reopened Funds, Bargains in Banking, and More
00:29:18

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.

Jan 11, 2019
Dividend Picks, Apple Undervalued, and Vanguard's 2018
00:39:07

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.

Jan 04, 2019
Year-End To-Do's, Dividends, and Oracle
00:28:47

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

Dec 21, 2018
RMD Traps to Avoid, Gold-Rated Funds That Are Taking a Beating, and More
00:28:25

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.

Dec 14, 2018
Portfolio Makeovers, Volatility, and Exxon's Dividend
00:30:10

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

Dec 07, 2018