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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

00:15:14

Dividends and Wide-Moat Stocks We Like

Investing Insights ·

2021/04/16

In this week’s podcast, we share two dividend stocks our top managers like, we name two wide-moat stocks that are worth buying when the price is right, Kristoffer Inton discusses the pros and cons of ESG investing, and we look back on the shortest market crash in history.

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00:14:32

Dividend Stock and ESG Fund Picks

Investing Insights ·

2021/04/09

In this week’s podcast, we highlight 3 wide-moat dividend stocks our top managers like, Russ Kinnel shares Morningstar's favorite ESG funds, Damien Conover covers the healthcare sector’s strong performance, and David Meats fills us in on how energy outshined other sectors.

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00:26:55

What to Know About Value Investing and Target-Date...

Investing Insights ·

2021/04/02

In this week’s podcast, Russ Kinnel tells us if he thinks value strategies will keep their momentum, Megan Pacholok fills us in on a strategy gaining popularity, Ed Slott discusses charitable contributions and tax returns, and Christine Benz shares her to-do list for April.

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00:31:18

Preparing Your Portfolio for Inflation and the Bubble

Investing Insights ·

2021/03/26

In this week’s podcast, Ed Slott discusses how the end of the stretch IRA will affect taxes and retirement planning, Christine Benz tells us why inflation should always be on our radars, Jason Kephart talks about the 2021 Target-Date Landscape report, and Christine Benz braces investors for a bubble.

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00:20:14

The Biden Administration and Your Taxes

Investing Insights ·

2021/03/19

In this week’s podcast, Ed Slott fills us in on possible tax changes to expect with the Biden Administration, we name 3 standouts in a shifting industry, Christine Benz discusses the impacts of rising bond yields, and Keith Reid-Cleveland explains different retirement plan options.

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00:20:22

Our Ultimate Stock-Pickers' Favorite Pick

Investing Insights ·

2021/03/12

In this week’s podcast, we share our Ultimate Stock-Pickers favorite new-money buy, we shine a light on two undervalued stocks, Russ Kinnel discusses high-profile fund manager changes, and Ed Slott tells us what should be on our radars for tax season.

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00:21:19

Top Stock Picks for Your Portfolio

Investing Insights ·

2021/03/05

In this week’s podcast, Kristoffer Inton fills us in on everything we need to know about cryptocurrency, Alex Morozov highlights stocks set to recover after the pandemic, we share what the top money managers invested in last quarter, and Christine Benz encourages investors to make IRA and HSA contributions.

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00:35:44

The Bear Market’s Impact on ETFs

Investing Insights ·

2021/02/26

In this week’s podcast, Ben Johnson looks back on the market crash through the ETF lens, we highlight two active ETFs we like, Jason Kephart shares a hands-off solution for retirement savers, and Christine Benz suggests a vehicle to give investors a tax advantage.

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00:20:15

Lessons Learned and Mistakes Made from the 2020 Bear...

Investing Insights ·

2021/02/19

In this week’s podcast, Christine Benz commemorates the one-year anniversary of the 2020 bear market, we add three new stocks to our coverage, Ben Johnson suggests two dividend ETF picks, and Margaret Giles shows us how to create a budget.

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00:17:31

Pandemic Trends and IRA Strategies

Investing Insights ·

2021/02/12

In this week’s podcast, Dave Sekera highlights pandemic-related trends, we find opportunities in a promising market, Christine Benz reminds us of an important deadline coming up, and we find a telecom stock that stands out amongst its peers.

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00:23:52

Permanent Changes from the Pandemic and February’s...

Investing Insights ·

2021/02/05

In this week’s podcast, Christine Benz gives us financial tasks for February, Preston Caldwell forecasts the pandemic's long-run impact, we highlight a sector with little risk of dividend cuts, and Russ Kinnel screens the 10 highest-yielding funds in the Morningstar 500.

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00:22:42

Real Estate Stocks and IRA Fund Ideas Our Specialists...

Investing Insights ·

2021/01/29

In this week’s podcast, we find opportunities in a lagging sector, Russ Kinnel offers ideas for an IRA, Ben Johnson unpacks a trend between mutual funds and ETFs, Andrew Willis shines a light on a virtual healthcare company, and Kristoffer Inton discusses uranium prices.

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00:24:03

Utility, Dividend, and ETF Investment Opportunities

Investing Insights ·

2021/01/22

In this week’s podcast, we find opportunities in the second-worst-performing sector of 2020, Christine Benz shares tips for revisiting withdrawals as retirement goes on, Ben Johnson finds ETF picks in unpopular categories, and Christine Benz explains how to find the right amount of stock exposure in retirement.

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00:29:01

Dividend Picks and Mutual Fund Alternatives for 2021

Investing Insights ·

2021/01/15

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.

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00:32:37

Investment Stories from 2020 and Trends for 2021

Investing Insights ·

2021/01/08

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.

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00:30:42

Year-End Tips and Highlights

Investing Insights ·

2020/12/24

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.

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00:37:31

The Newest Addition to the S&P 500

Investing Insights ·

2020/12/18

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.

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00:34:52

The Stock the Top Managers Love

Investing Insights ·

2020/12/11

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.

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00:32:31

Tips for Planning Your Year-End Taxes and Emergency...

Investing Insights ·

2020/12/04

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.

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00:17:17

Managing for the Inevitable: An Interview with the...

Investing Insights ·

2020/11/25

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. BioHow to

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353 results

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