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PODCAST

Investing Insights

A thoughtful look at investing opportunities and risks beyond the market headlines, plus personal finance and retirement tips, from Morningstar.

business investing

All Episodes

00:34:49

Struggling Funds and Stretch IRA Updates

Investing Insights ·

2021/09/03

In this week’s podcast, Russ Kinnel shines a light on three struggling Gold-rated funds, Ed Slott tells us the new rules about inherited Roth IRAs, Christine Benz assigns us an important to-do for September, and Ben Johnson explains what’s been going on with ARK Innovation ETF.

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00:25:06

Tips for Late Savers and QCDs

Investing Insights ·

2021/08/27

In this week’s podcast, Ed Slott talks about qualified charitable distributions, Christine Benz helps investors play catch-up with their savings, and we highlight the latest additions to the Morningstar Prospects list.

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00:20:34

Make Mega Contributions to Your Roth IRA

Investing Insights ·

2021/08/20

In this week’s podcast, Ed Slott shows us how to supersize a Roth IRA, we highlight two new funds under our coverage, we take a closer look at the streaming landscape, and Andrew Willis puts the spotlight on an undervalued brewer.

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00:38:18

What are the Signs of a Stable Dividend?

Investing Insights ·

2021/08/13

In this week’s podcast, Ben Johnson talks about the future of direct indexing, Christine Benz shares valuable tips for pre-retirees, David Harrell shows us how to find a stable dividend, and Ed Slott prepares investors for possible tax changes.

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00:28:27

Inflation Protection and August Financial Tasks

Investing Insights ·

2021/08/06

In this week’s podcast, Russ Kinnel finds options for inflation protection, Christine Benz assigns us some tasks for the last days of summer, Kris Inton discusses the budding cannabis industry, and Ben Johnson explains how a fund’s rebalance affects returns.

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00:26:31

Why You Should Know These Popular Target-Date Fund...

Investing Insights ·

2021/07/30

In this week’s podcast, Christine Benz tells retirees why they should start strategizing about their RMDs now, Russ Kinnel shares some names on his Fantastic Funds list, and Jason Kephart takes a closer look at target-date funds from Vanguard, Fidelity, and T. Rowe Price.

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00:29:30

Closing the Gap: Building Black Dollars

Investing Insights ·

2021/07/23

In this week’s podcast, we’re pleased to present, “Closing the Gap: Building Black Dollars.” Financial professionals Brian Thompson and Rachel J. Robasciotti joined Morningstar associate editor Keith Reid-Cleveland and behavioral researcher Michael F. Thompson for a live discussion about closing the racial wealth gap. Learn about the unique challenges Black investors experience, listen to insights from our panelists, and explore resources on how to build wealth at any age.

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00:18:40

Market X-Ray: Want to Invest in Infrastructure?...

Investing Insights ·

2021/07/16

Dave Sekera on Twitter @MstarMarkets Companies mentioned in this episode:Caterpillar (CAT); Deere (DE); US Concrete (USCR); 3M (MMM); Emerson (EMR); Honeywell (HON); Hubbell (HUBB); Fluor (FLR), Volkswagen (VWAPY); BMW (BMWYY); Ford (F); General Motors (GM); Tesla (TSLA); Sociedad Quimica Y Minera De Chile (SQM); Livent (LTHM); BorgWarner (BWA); DuPont (DD); American Electric Power (AEP); and Edison International (EIX) Articles:Which Stocks Benefit From Biden’s Infrastructure Plan?5 Industries That

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00:32:35

Special Presentation: The Year So Far

Investing Insights ·

2021/07/09

We are at the halfway point of 2021. In this week’s podcast, we feature our analysts’ takes on the year so far. Find out how ETFs and funds have been performing, get some ideas for dividends, and learn some tips on how to perform an effective midyear portfolio checkup.

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00:27:52

Stocks to Watch and Financial Tasks to Complete this...

Investing Insights ·

2021/07/02

In this week’s podcast, Christine Benz gives us some financial tasks for July, we highlight three stocks that should be on your watchlist, Dan Kemp tells investors what to consider before buying crypto, and Christine Benz shows retirees how to see if their plans are tough enough to withstand inflation.

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00:23:05

Hands-Off Strategies and Top Manager Stock Picks

Investing Insights ·

2021/06/25

In this week’s podcast, Christine Benz tells us how to build a hands-off portfolio, our Ultimate Stock-Pickers share their favorite stocks, two IPOs catch the attention of our analysts, and Ben Johnson explains what it means when passive funds change their target indices.

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00:21:32

The Ultimate Stock-Pickers Top New-money Purchase

Investing Insights ·

2021/06/18

In this week’s podcast, we reveal our Ultimate Stock-Pickers top pick, Russ Kinnel lists some funds that are sustainable for both your portfolio and the environment, Christine Benz discusses investment vehicles for heavy savers with extra funds, and Amy Arnott looks at diversifying equity holdings by factor.

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00:35:35

How to Keep Track of Your Financial Plan

Investing Insights ·

2021/06/11

In this week’s podcast, Christine Benz encourages investors to prioritize creating policy statements this month, Russ Kinnel uncovers which funds investors are selling in 2021, Christine Benz shows retirees how to assess their portfolios, and Ben Johnson tells us everything we need to know about thematic funds.

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00:25:20

Market X-Ray: Wheels Up on Travel Stocks

Investing Insights ·

2021/06/04

In this bonus episode of “Investing Insights,” we hear from three Morningstar equity analysts who cover airlines, cruise lines, and Airbnb. Welcome to “Market X-Ray," our new podcast that looks at investment opportunities and risks that go beyond the market headlines. Want to hear more? Let us know at podcast@morningstar.com. Companies mentioned in this episode:Southwest (LUV); Delta (DAL); Royal Caribbean (RCL); Carnival (CCL); Norwegian (NCLH); Airbnb (ABNB); Booking (BKNG); Expedia (EXPE);

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00:28:48

Special Presentation: Apple, Tesla, Amazon –...

Investing Insights ·

2021/05/28

Our analysts will discuss some of this year’s most popular stocks and evaluate them using Morningstar’s lens. You’ll learn why these stocks may be speculative or overvalued, and those we consider a value worth the investment.

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00:36:52

What Do Investors Want?

Investing Insights ·

2021/05/21

In this week’s podcast, Morningstar CEO Kunal Kapoor discusses how individuals are making investing personal, Amy Arnott fills us in on different investment styles, Jonathan Guyton from Cornerstone Wealth Advisors tells us how inflation could affect our financial plans, and Christine Benz offers a gift idea for college graduates.

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00:22:13

How Should You Approach Your Withdrawal Rates?

Investing Insights ·

2021/05/14

In this week’s podcast, David Blanchett explains the importance of flexibility concerning retirement withdrawal rates, Christine Benz talks about how a Biden tax proposal could change how investment gains are taxed for some, Russ Kinnel discusses how some funds in Morningstar’s new world large-stock value category have benefitted from a recent change, and we share a high-quality company in the world of powersports that’s considered a bargain.

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00:40:22

Insights from Morningstar CEO Kunal Kapoor

Investing Insights ·

2021/05/07

In this week’s podcast, Christine Benz tells us how to take care of our finances in May, Michelle Singletary shares her experiences with helping family members financially, Russ Kinnel talks about cryptocurrency’s role in fund portfolios today, and Morningstar CEO Kunal Kapoor highlights recent trends among investors.

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00:40:42

Portfolio Diversification and Yields in 2021

Investing Insights ·

2021/04/30

In this week’s podcast, David Blanchett shares advice for retirees in today’s low-yield environment, Amy Arnott and Christine Benz discuss their research on portfolio diversification, Christine Benz talks strategy about withdrawing money from retirement funds, and Gregg Warren talks about Berkshire Hathaway’s valuation.

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00:36:58

Tips for Sustainable Investing and Inflation Protection

Investing Insights ·

2021/04/23

In this week’s podcast, David Blanchett helps retirees prepare their portfolios for inflation, Christine Benz walks us through the ins and outs of building a sustainable portfolio, Jason Kephart fills us in on a relatively new area of research, and Ben Johnson shares his findings from the semiannual Active/Passive Barometer report.

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353 results

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