Investing Insights (Video)
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.
This week on the podcast: Four big fund upgrades and downgrades; What you should consider in a “forever home”; Telecom dividends; a fund pick in the nontraditional bond category; market-cap-weighted index funds are not broken; and two undervalued REITs.
This week on the podcast: Three funds that recently joined the Gold-rated fund club; a powerful merger with CVS-Aetna; a foreign large-growth fund on our radar; value in big tobacco; an undervalued narrow-moat utility; and healthcare shocks in retirement.
This week on the podcast: The Fed hiked interest rates this week, and we think banks are fairly valued; David Blanchett says targeting a specific date to stop working may not be an ideal strategy; Coke vs. Pepsi dividends; American Beacon SGA Global Growth is on our radar; wide-moat Mondelez looks undervalued; Jon Hale on his takeaways from recent ESG conferences.
This week on the podcast: Christine Benz lays out our best investment ideas and how to structure a portfolio in retirement.
This week on the podcast: It’s Ford versus GM dividends; Russ Kinnel on a 401(k) milestone; Patricia Oey discusses Vanguard’s Tax-Managed Balanced fund; Ilyce Glink on investing in real estate; Baird’s Mary Ellen Stanek analyzes the bond market; and a medalist upgrade for JPMorgan Small Cap Equity.
This week on the podcast: Ben Johnson on the oversold benefits of ETFs; three value funds heavy in tech; behavioral mistakes to avoid in financial planning; Travis Miller with utilities for long-term, fundamentals-focused investors; a top pick among long-term muni bonds; and Ilyce Glink on the financial and psychological benefits of paying off your house before retiring.
This week on the podcast: Ilyce Glink on what you need to know before buying property overseas; Russ Kinnel on an increase in yield for shorter-duration bond funds; Katie Reichart discusses a contrarian move with mid-value funds; four healthcare and retail REIT firms to keep an eye on; investment service firms that are thriving despite the growth of robo-advisors; and Jon Hale discusses our Carbon Risk Score.
This week on the podcast: Our picks for core foreign stock funds; Ed Slott on IRA Conversions; Beth Foos with a muni fund pick; Mark Cash’s analysis of Cisco; and convertible bond fund picks.
This week on the podcast: Three relatively undiscovered funds from the big shops; A dividend showdown between McDonald’s and Starbucks; Undervalued cruise lines; and IRA expert Ed Slott on backdoor Roth IRA conversions.
This week on the podcast: Ed Slott on holding off on claiming Social Security; Vishnu Lekraj analyzes the CVS-Aetna merger; Ben Johnson on the “other” news from Fidelity; and our analysts’ picks for funds with high-quality stocks
This week on the podcast: A special presentation of Christine Benz's Midyear Portfolio Checkup
This week on the podcast: Insights on both Facebook and Alphabet earnings; why passive equity funds are seeing outflows; hidden risks in high-yield investments; and shares three top stock funds for retirees.
This week on the podcast: retirees should check their portfolios; dividend stocks in utilities; earnings reports on Johnson & Johnson and GE; cutting and edge drug manufacturers;
We check in with T. Rowe Price for a first-half review; look at three bond funds for retirees; and consider large-growth outflows in this week's episode.
We discuss retirement policy statements, moat upgrades, and Primecap picks on this week's episode.