Investing Insights show

Investing Insights

Summary: Get stock, fund, and ETF picks, plus weekly market insights, investing tips, retirement advice, and exclusive fund manager interviews from Morningstar’s director of equity research, director of personal finance, and stock and fund analyst team. Chicago-based Morningstar, Inc. is a world-leading provider of independent investment research.

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Podcasts:

 5 Fund Downgrades and Dividends in Healthcare | File Type: audio/mpeg | Duration: 00:32:15

We examine REITs and Wells Fargo, and, for retirees, tax-planning and volatility.

 Investing Insights: Vanguard Dividend Growth's Promise and Portfolio De-Risking | File Type: audio/mpeg | Duration: 00:25:30

We look into funds that are worse than they look and examine Wyndham Hotels shares.

 Investing Insights: Retiree Traps, a Wide-Moat Stock Pick, and Indexing Risks | File Type: audio/mpeg | Duration: 00:28:29

In this week’s podcast, we examine CVS, American Funds' equity lineup, and recession concerns.

 Investing Insights: Yield Curve Inversion, Dividend Growth Leaders, and More | File Type: audio/mpeg | Duration: 00:24:40

On this week's podcast, dividend stocks, foreign investing, and the prospects of a recession.

 Investing Insights: Equity Portfolio Diversifiers, Tips on TIPs, and Fund Picks | File Type: audio/mpeg | Duration: 00:27:03

On this week's podcast, custody banks, the costs of poor timing, and Ariel's take on the market.

 Investing Insights: Tech Stocks, Tax Efficiency, and Social Security Options | File Type: audio/mpeg | Duration: 00:30:39

In this week's episode; we're talking tech stocks, social security options, lower-risk foreign funds, and more.

 A Dividend Pick, Foreign Investing, and the Benefits of Working Longer | File Type: audio/mpeg | Duration: 00:29:47

On this week's podcast, a high-quality stock to watch, the popularity of passive funds, and what makes data centers attractive.

 Bold Bond Picks, Top Cannabis Stocks, and Tips for Gig Workers | File Type: audio/mpeg | Duration: 00:29:00

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.

 Favorite Funds with Russ Kinnel | File Type: audio/mpeg | Duration: 00:36:35

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.

 Social Security Strategies, Amazon's Future, Long-term Care Planning, and More | File Type: audio/mpeg | Duration: 00:29:25

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.

 Bond Investing, Hands-off Portfolios, and Promising Fund Managers | File Type: audio/mpeg | Duration: 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.

 Funds for Yield Seekers, A Favorite Networking Stock, and 3M | File Type: audio/mpeg | Duration: 00:27:48

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.

 Top Small-Cap Funds, Protecting Finances from Cognitive Decline, A Stock With 30% Upside | File Type: audio/mpeg | Duration: 00:22:30

In this week's podcast, funds run by topnotch managers, an excellent deep value fund, and cheap oilfield services companies.

 Fixing Social Security, Favorite Mid-Cap Funds, and More | File Type: audio/mpeg | Duration: 00:23:28

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.

 Large-Caps, 529s, and a Wide-Moat Pick | File Type: audio/mpeg | Duration: 00:30:04

On this week's podcast, mad-money ideas, frontier markets, and QCD mistakes to avoid.

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