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40 minutes | 2 days ago
Insights from Morningstar CEO Kunal Kapoor
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.
41 minutes | 9 days ago
Portfolio Diversification and Yields in 2021
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.
37 minutes | 16 days ago
Tips for Sustainable Investing and Inflation Protection
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.
15 minutes | 23 days ago
Dividends and Wide-Moat Stocks We Like
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.
15 minutes | a month ago
Dividend Stock and ESG Fund Picks
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.
27 minutes | a month ago
What to Know About Value Investing and Target-Date Blend Funds
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.
32 minutes | a month ago
Preparing Your Portfolio for Inflation and the Bubble
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.
21 minutes | 2 months ago
The Biden Administration and Your Taxes
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.
21 minutes | 2 months ago
Our Ultimate Stock-Pickers' Favorite Pick
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.
22 minutes | 2 months ago
Top Stock Picks for Your Portfolio
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.
36 minutes | 2 months ago
The Bear Market’s Impact on ETFs
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.
21 minutes | 3 months ago
Lessons Learned and Mistakes Made from the 2020 Bear Market
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.
18 minutes | 3 months ago
Pandemic Trends and IRA Strategies
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.
25 minutes | 3 months ago
Permanent Changes from the Pandemic and February’s Financial To-Dos
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.
23 minutes | 3 months ago
Real Estate Stocks and IRA Fund Ideas Our Specialists Like
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.
25 minutes | 4 months ago
Utility, Dividend, and ETF Investment Opportunities
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.
30 minutes | 4 months ago
Dividend Picks and Mutual Fund Alternatives for 2021
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.
33 minutes | 4 months ago
Investment Stories from 2020 and Trends for 2021
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.
31 minutes | 4 months ago
Year-End Tips and Highlights
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.
38 minutes | 5 months ago
The Newest Addition to the S&P 500
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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