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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

00:21:48

Invest in SpaceX Alongside Elon Musk? Why This...

Investing Insights ·

2024/05/31

Jack Shannon, senior manager research analyst for Morningstar Research Services, talks about the mania around Destiny Tech 100 and how much investors are paying to own the closed-end fund compared with what it’s worth. Margaret Giles, Morningstar Inc editor, discusses how life-stage investing can help pre-retirees and retirees map their priorities.Nvidia’s 10-for-1 Stock SplitTarget’s Weak Sales and Declining Market ShareVanguard’s New CEO Starting Soon Investing for Each Life StageFinancial

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00:24:58

Maximize Credit Card Points for Better Trips and Rewards

Investing Insights ·

2024/05/24

David Harrell is the editor of Morningstar’s DividendInvestor newsletter. He’s also a miles and points enthusiast. He shares what he’s learned from his credit card points journey, including that miles and points aren’t so-called free money.Credit Card PointsHow Do Travel Credit Cards Work?Why Did Credit Card Companies Start Offering Rewards?Why Have Credit Card Programs Become a Part of Airlines' Business Models?Could Credit Card Companies Pull Back on Rewards?Surcharges with Credit CardsWhat is the

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00:20:33

Inherited IRA Investors Get Another Break, but the...

Investing Insights ·

2024/05/17

Denise Appleby, IRA Quick Reference Guide author known as The IRA Whisperer, clears up the confusion about what the IRS waived concerning inherited IRAs in 2024. Travis Miller, energy and utilities strategist for Morningstar Research Services, talks about how the artificial intelligence boom is driving data center demand. He also points to 2 cheap utility stocks expected to benefit. Disney’s Improved Streaming Results Uber’s Strong Financial Results in 2024Palantir’s Performance Led by AI

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00:16:38

Short-Term Market Volatility Could Provide Long-Term...

Investing Insights ·

2024/05/10

Sarah Hansen, Morningstar Inc markets reporter, discusses how today’s market volatility could benefit investors who are focused on long-term investing. Mark Miller, Retirement Reboot author, calls the Medicare changes in 2024 at the pharmacy counter “the best news that few people seem to know about.” Apple’s Weak 2024 but Optimism for 2025Amazon’s Impressive First QuarterEli Lilly’s Better-Than-Expected Q1Medicare's Falling Prescription Costs Why Are Medicare Prescription Costs Dropping?How

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00:17:04

Magnificent Seven Stocks: What’s Going on With Apple,...

Investing Insights ·

2024/05/03

Sarah Hansen, Morningstar Inc markets reporter, explains why Apple and Tesla are diverging from the rest of the Magnificent Seven stocks. Also, details into a first ever dividend from Alphabet. Preston Caldwell, senior US economist for Morningstar Research Services, discusses why the Federal Reserve left higher interest rates in place and is changing its bond holdings.Alphabet’s First DividendBoeing’s Focused on Recovering from Past MistakesGeneral Motors Strong Start to 2024The Magnificent Seven

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00:16:32

Covered Call and Buffer ETFs: Do the Pros Outweigh...

Investing Insights ·

2024/04/26

Netflix’s Incredible First Quarter United Flew Just Above Morningstar’s Expectations An Investing Guide for Every Life StageWhat is Life-Stage Investing?Early Career AccumulationWhen Would Roth Accounts Make Sense for an Investor?Why Mid-Career Accumulation Can Be More ComplicatedFinancial Priorities of Mid-Career AccumulatorsCovered-Call ETFs and Passive Strategies How Do Covered Call and Buffer ETFs Work?Which Kind of Investors Are These Strategies Designed For?Downsides to Buffer ETFs and

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00:20:40

Make These Investing Moves Now for a Better Tax Day...

Investing Insights ·

2024/04/19

Sheryl Rowling, editorial director for financial advice for Morningstar Inc, talks about four strategies to practice tax-efficient investing all year. Morningstar Sustainalytics’ director of stewardship Jackie Cook discusses three climate change resolutions this proxy-voting season, including one on Bank of America’s ballot.Tesla Appears It’s Focusing on ProfitsJPMorgan Chase Keeps Outlook SteadyClimate Change Resolutions During Proxy-Voting SeasonTax-Efficient Investing: 4 Moves to Make NowRead

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00:16:55

3 Cheap Stocks to Watch in the Fight Over Sports...

Investing Insights ·

2024/04/12

Matthew Dolgin, senior equity analyst for Morningstar Research Services, talks about why companies are focusing on sports streaming as competition heats up. Plus, the path they could take to improve their financial situations.Netflix’s Dominance Disney, Fox, and Warner Bros. Discovery’s New Sports-Focused Streaming ServiceHow Companies Can Expand into StreamingThe Role of Sports in StreamingNBA TV DealWhy are Apple and Amazon Tough Competitors?Streaming Services With Compelling Growth

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00:13:32

How to Find a Great Dividend Fund

Investing Insights ·

2024/04/05

Dan Sotiroff and Todd Trubey, senior manager research analysts for Morningstar Research Services, discuss what makes a great dividend fund, the trade-offs that are costing some investors, and the risks to watch for.Dividend Income, Dividend Growth, and Dividend Income and GrowthDividend Fund RisksShould Dividend Yield Be a Top Priority? Dividend Funds vs Passive Options What Advantage Do Actively Managed Funds Have Over Broadly Diversified Passive Funds?How to Find a Great Dividend FundPassively

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00:15:54

The 4% Retirement Rule is Just a Starting Point

Investing Insights ·

2024/03/29

John Rekenthaler, vice president of research for Morningstar Research Services, explains how Morningstar’s study confirmed the 4% retirement rule and discusses why it’s important for new retirees to be flexible with their spending.Six Retirement Withdrawal Strategies that Stretch SavingsWhat Has Changed with Retirement Withdrawal Rates?Trade Offs to a Conversative Start with Your PortfolioRisks and Benefits of Changing a Portfolio’s Stock AllocationFlexible Spending Strategies The Role of

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00:19:50

New Dividend Stocks: Can Meta and Salesforce Help...

Investing Insights ·

2024/03/22

David Harrell, editor of Morningstar DividendInvestor newsletter, explains why some income-focused investors may skip adding two new dividend stocks, Meta and Salesforce, to their portfolios. Preston Caldwell, senior US economist for Morningstar Research Services, talks about why he expects more rate cuts than the Federal Reserve’s projections.Adobe’s Strong Q1 & Disappointing ForecastDo Salesforce and Meta Pay Dividends?Meta and Salesforce New Dividends What Can Meta and Salesforce Shareholders

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00:23:49

Self-Made Millionaire Tori Dunlap Embraces Mission to...

Investing Insights ·

2024/03/15

Tori Dunlap, the author of Financial Feminist, talks about why women should stop feeling guilty about their spending and why they should keep their finances separate from their partner’s.Her First $100KLoud BudgetingWhy We Spend and How to Not Feel Guilty About ItShould You Rent or Buy a Home?Women’s Economic EmpowermentFinancial Education as ProtestMaking More Women RichHow to Be Fearless When It Comes to MoneyRead about topics from this episode. The C-Suite Gender Pay Gap Persists. It’s Not About

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00:11:54

What’s Surprising Some Retirees About Their Social...

Investing Insights ·

2024/03/08

Mark Miller, author of Retirement Reboot, explains why Social Security benefits are taxable, and how a bill aiming to eliminate taxes on Social Security would pay for the program. Read more about these topics from this episode.Salesforce Earnings: Firm Declares a Dividend https://www.morningstar.com/stocks/salesforce-earnings-firm-declares-dividendSnowflake Earnings: Revenue Outlook Disappoints; New CEO Taking Over

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00:18:13

SPY Vs VOO: Which of Warren Buffett’s Two ETFs Are a...

Investing Insights ·

2024/03/01

Walmart shares are overvalued, but Nvidia and Home Depot are fairly valued. Warren Buffet’s Berkshire Hathaway released its 13F for Q42023, and only two ETFs were on it – one of them earns the coveted Gold rating. Walmart’s Q4 Exceeded ExpectationsNvidia’s Stellar Quarter and AI DemandHome Depot Felt Macro Pressures in Q4Berkshire Hathaway Releases Its 13FSPY and VOOPeople and Process Pillar RatingsWhy Does Vanguard Have a Better Rating?Structural Differences Between SPY and VOOOutlook for Vanguard

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00:14:52

How to Get the Most Out of Your Bond Investments

Investing Insights ·

2024/02/23

Maciej Kowara, strategist for Morningstar Research Services, and Alec Lucas, director of manager research for Morningstar Research Services, talk about what surprised them about their research about bond investments.Typical Bond PortfolioHow to Create Portfolio Optimized for Best Risk-Adjusted ReturnsSharpe-Optimized Portfolio Bank Loans and Corporate BondsWhy Should Investors Trust This Portfolio?Risk-Adjusted Portfolio vs. 60/40 PortfolioHow Investors Can Use Our ResearchWhat Could Go Wrong with

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00:14:17

Walmart Stock Split and Earnings Are Coming Up. What...

Investing Insights ·

2024/02/16

Noah Rohr, equity analyst for Morningstar Research Services, explains how Walmart’s stock split will work, and what he’s looking for in the retailer’s earnings report. Sylvester Flood, senior product manager for Morningstar Inc, tells Ruth Saldanha, editorial manager for Morningstar Research Inc, why the demand for spot bitcoin ETFs is expected to grow. Disney’s Climbing Margins in Q1Ford’s Cutting Costs After UAW StrikeCVS 2024 Outlook TrimmedWalmart Stock SplitWhy Is Walmart Splitting Its

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00:15:37

Should You Bet on Online Gambling Stocks Now?

Investing Insights ·

2024/02/09

Dan Wasiolek, a senior equity analyst for Morningstar Research Services, discusses the exciting opportunity to invest in gambling stocks. Larry Swedroe, author and Morningstar contributor, explains why chasing market performance and factoring in political beliefs into investing decisions can cost investors.Meta’s First DividendBoeing on Pause for Quality ControlNovo Nordisk’s Strong Sales in Q4The Gaming Industry and Online Gambling Flutter on the NYSEFanDuel vs. DraftKingsOnline Sports

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00:15:51

When Will the Fed Finally Cut Rates?

Investing Insights ·

2024/02/02

Interest rates could likely be coming down, we discuss when, and we also talk about how much an ETF costs. And as the Magnificent Seven results start to roll in, are some of these stocks a buy?00:33 Tesla’s Slower Growth in 202401:37 Verizon’s Strong Q402:36 Netflix’s Booming Subscriber Growth03:31 The Total Cost of Owning an ETF04:19 Why Do the Costs of ETFs Vary?04:49 How Should Investors Measure ETF Holding Costs? 05:39 Tracking Costs vs Tracking Error06:21 What Are Transaction Costs?06:51

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00:19:56

Could Company 401(k)s Go the Way of IBM?

Investing Insights ·

2024/01/26

John Rekenthaler, vice president of research for Morningstar Research Services, discusses IBM’s 401(k) plan change and why many workers would want something similar. Nic Owens, an industrials equity analyst for Morningstar Research Services, talks about how Boeing’s 737 safety issues affect the company’s outlook and stock.Taiwan Semiconductor Manufacturing’s Improved OutlookCitigroup’s Disappointing Q4BP’s New CEOIBM Retirement Accounts IBM’s Retirement Benefit Account vs 401(k) Match PlanWhy Did

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00:14:46

Why Now Is the Time for Value Investing

Investing Insights ·

2024/01/19

Sarah Hansen, Morningstar Inc markets reporter, talks about different scenarios that could provide a boost to value investing in 2024. Bryan Armour, director of passive strategies research for North America for Morningstar Research Services, explains why spot bitcoin ETFs are the best option on the fund market for bitcoin investors.00:45 BlackRock’s Earnings Surpassed Morningstar’s Expectations01:48 Coinbase Benefits from Higher Trading Revenue02:58 Should You Invest in Spot Bitcoin ETFs?03:36 Spot

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