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Investing Insights

Updated 4 days ago

Rank #37 in Investing category

Business
Investing
News
Read more

Get stock, fund, and ETF picks, plus personal finance advice, investing tips, and exclusive fund manager interviews. -- Chicago-based Morningstar, Inc. is a world-leading provider of independent investment research.

Read more

Get stock, fund, and ETF picks, plus personal finance advice, investing tips, and exclusive fund manager interviews. -- Chicago-based Morningstar, Inc. is a world-leading provider of independent investment research.

iTunes Ratings

148 Ratings
Average Ratings
81
39
12
9
7

Great Pod

By JoeBoiler11 - Jul 08 2019
Read more
Great analysis helping me learn more about investing!

High quality

By Tyson Reynoldson - Dec 03 2017
Read more
Do more than one a week! :)

iTunes Ratings

148 Ratings
Average Ratings
81
39
12
9
7

Great Pod

By JoeBoiler11 - Jul 08 2019
Read more
Great analysis helping me learn more about investing!

High quality

By Tyson Reynoldson - Dec 03 2017
Read more
Do more than one a week! :)
Cover image of Investing Insights

Investing Insights

Latest release on Mar 27, 2020

Read more

Get stock, fund, and ETF picks, plus personal finance advice, investing tips, and exclusive fund manager interviews. -- Chicago-based Morningstar, Inc. is a world-leading provider of independent investment research.

Rank #1: Dividend Picks, Apple Undervalued, and Vanguard's 2018

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On this week's episode, we examine Apple’s revenue warning, Procter & Gamble’s progress, top dividend picks and how Fidelity and Vanguard fared over the last year.

Jan 04 2019

39mins

Play

Rank #2: Contenders to Amazon, SECURE Act, and Enbridge

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In this week’s podcast, equity analyst Joe Gemino highlights Enbridge as a dividend opportunity, Christine Benz invites Vanguard's Maria Bruno to talk about strategies for young investors, equity analyst Zain Akbari analyzes which brick-and-mortars can contend with Amazon, Daniel Sotiroff shares insights on the evolution of foreign stock index funds, and Christine Benz discusses what SECURE Act means for retirement. 

Dec 20 2019

23mins

Play

Rank #3: 529 Ratings and Value and Growth Picks

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In this week’s podcast, our analysts highlight three great value funds, equity analyst Charles Fishman talks energy, Alex Bryan shares three bond ETFs for a low yield environment, analyst Madeline Hume discusses results from our recent college saving plan ratings, and Alec Lucas picks three gold-rated large growth funds for your shopping cart.

Oct 25 2019

17mins

Play

Rank #4: Bank Dividend Stocks and Choosing Target-Date Funds

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In this week’s podcast, equity analyst Eric Compton highlights bank dividends, Vanguard’sRich Powers discusses what drives fund flows into ETFs, equity analyst Scott Pope explains what makes United Rentals attractive, Jeff Holt provides guidance on choosing the right target-date fund, and analyst Eric Jacobson shares our favorite core plus bond fonds. 

Nov 15 2019

24mins

Play

Rank #5: Bond Investing, Hands-off Portfolios, and Promising Fund Managers

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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.

Jun 28 2019

38mins

Play

Rank #6: Year-End Financial Planning and Vanguard Dividend Funds

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In this week’s podcast, Vanguard's Maria Bruno offers some fourth-quarter portfolio strategies to prepare retirees for next year's tax season, Travis Miller discusses dividend opportunities in the utilities sector, Eric Jacobson breaks down high-yield municipal bonds, Alec Lucas explores dividend fund options offered by Vanguard, and Soo Romanoff sheds light on Teva’s valuation against the backdrop of the politically charged opioid epidemic.

Nov 08 2019

28mins

Play

Rank #7: Berkshire Hathaway’s Valuation, 3 Funds That Have Lost Their Mojo, and More

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This week on the podcast, our analysts take a look at three funds that’ve been downgraded due to manager losses, Christine Benz discusses whether retirees need bonds, Abhinav Davuluri takes a look at earnings in the semiconductor industry, Ben Johnson discusses Morningstar’s latest research about fund fees, Dan Culloton talks about a promising international fund on our radar, and Gregg Warren discusses Berkshire Hathaway’s valuation.

May 03 2019

28mins

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Rank #8: Morningstar's Picks for IRAs

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This week on the podcast, our experts offer their mutual fund and ETF ideas for funding an IRA.

Mar 08 2019

30mins

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Rank #9: Michael Kitces, REITs, Value ETFs, and More

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On this week's podcast, special guest Michael Kitces on sequence of return risk, a good world-allocation fund, and new retirement legislation.

Apr 12 2019

32mins

Play

Rank #10: Dividend Opportunities, Medicare, and Balanced Funds

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In this week’s podcast, opportunities for dividend-focused investors in the integrated oil group; the many moving parts of Medicare; generating cash flows from your portfolio; our picks around electric vehicles; and Russ Kinnel's Favorite Balanced Funds.

Nov 01 2019

26mins

Play

Rank #11: Underspending in Retirement and Value Standouts

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In this week’s podcast, Robby Greengold highlights three stand-out value funds, Michael Hodel shares dividend opportunities in telecom, Vanguard's Joel Dickson discusses spending enough in retirement, Charles Gross explains why Sherwin-Williams is overvalued, and Christine Benz shares lessons learned from portfolio makeover week. 

Nov 22 2019

27mins

Play

Rank #12: A Solid Dividend, Funds for Retirees, and More

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On this week's podcast, low-volatility ETFs, a pick among California utilities, and funds for retirees.

Apr 26 2019

25mins

Play

Rank #13: Earnings from GM and Disney, Bill Gross, Starbucks, Obscure IRA Rules, and More

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This week on the podcast, our analysts’ takes on Alphabet, GM, and Disney results; Christine Benz suggests three investment ideas for an IRA; Sarah Bush examines Bill Gross’ legacy; R. J. Hottovy takes a look at Starbucks; Ed Slott on obscure IRA rules; and Russ Kinnel gives his take on active funds during a downturn.

Feb 08 2019

33mins

Play

Rank #14: 3 New Morningstar Medalists, 4 Hidden Benefits of Roth IRAs, and More

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This week on the podcast, 3 new Morningstar Medalists; Christine Benz with 4 hidden benefits of Roth IRAs; A pending manager departure for T. Rowe Price High Yield; Allergan’s future looks promising; and Ben Johnson says index funds aren’t all passive

Feb 22 2019

21mins

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Rank #15: 35 Years of Empowering Investor Success

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This week on the podcast, we are celebrating Morningstar’s 35th Anniversary with a roundtable discussion between founder and executive chairman Joe Mansueto, Morningstar managing director Don Phillips, and Morningstar CEO Kunal Kapoor about Morningstar’s past, present and future. Stay tuned after the discussion for a brief video about what it means to us to empower investor success.

May 17 2019

1hr 2mins

Play

Rank #16: Earnings from Netflix, The Government Shutdown, and More

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This week on the podcast, our earnings roundup with Johnson & Johnson, Proctor & Gamble, Netflix, and IBM; Ed Slott on missed RMDs; what the government shutdown means for the debt ceiling; Russ Kinnel on investment themes for 2019; 3 gold-rated small-cap index funds to consider; and how to build a solid portfolio foundation.

Jan 25 2019

38mins

Play

Rank #17: 3 Good Ideas for IRAs, Housing, and More

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This week on the podcast, Christine Benz with 3 ideas for IRAs; Eric Compton sees an attractive dividend opportunity with Wells Fargo; Beth Foos on a Bronze-rated muni fund with a solid team; Erin Lash thinks Kraft Heinz is undervalued despite bad news; Alex Bryan with 4 ETFs for IRAs, and Jaime Katz on how the slowing housing market affects Home Depot and Lowe’s.

Mar 01 2019

21mins

Play

Rank #18: ESG Portfolios, Inflation Protection, and AbbVie

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In this week’s podcast, Christine Benz discusses her newest ESG model portfolios; Damien Conover on AbbVie’s dividend potential; Alex Bryan with TIPS ETFs to consider; our view on standout boutique Diamond Hill; and a look into our new factor profile tool.

Dec 13 2019

31mins

Play

Rank #19: Equity Funds for Retirement and Dividends in Tobacco

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In this week’s podcast; Russ Kinnel shares his favorite equity funds for retirement; analyst Philip Gorham highlights dividend opportunities in big tobacco; Christine Benz invites Vanguard’s head of ETF product management, Rich Powers, to discuss trends in bond index investing; Jon Hale breaks down the update to our sustainability rating methodology; Christine Benz explains how charitable giving can improve your portfolio; and analyst Julie Bhusal Sharma spell out how Accenture keeps it moat.

Dec 06 2019

30mins

Play

Rank #20: A Dividend Pick, Foreign Investing, and the Benefits of Working Longer

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In this week’s podcast, Zain Akbari with a dividend stock for your shopping list, Christine Benz talks with Kevin McDevitt about where fund investors are putting their dollars this year, special guest Mark Miller discusses whether working longer should be a part of your retirement plan, Alex Bryan on whether you should invest abroad, John Barrett with a new high-quality stock for your watchlist, and Matt Dolgin finds attractive ideas among data center stocks.

Aug 02 2019

29mins

Play

How to Stay Invested Today, Tomorrow, and for the Long-Term

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In this week’s podcast, Beth Foos highlights how the coronavirus has affected the municipal-bond market, Dan Lefkovitz discusses the sustainability of dividend-paying stocks, Mike Hodel gives an update on telecom stocks, Ben Johnson and Colin Plunkett breakdown the effects that electronic-only trading will have on the New York Stock Exchange and investors, Christine Benz explains how bucketing during times of turmoil can help investors both old and new, and lastly, Johannes Faul predicts that although the coronavirus fallout has hurt the markets, we can anticipate a strong, lasting comeback.

Mar 27 2020

36mins

Play

How to Invest in Times of Volatility, and Opportunities in the Markets

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In this week’s podcast, we continue to cover movements in the market and how you should invest amid times of volatility. First, Daniel Needham discusses the importance of staying invested. Then, Karen Andersen and Preston Caldwell discuss the implications of the coronavirus for the economy and the market. Next, we highlight sectors that are the most undervalued. Then, Russ Kinnel highlights funds that saw improvement in ratings after leadership changes. Lastly, Christine Benz shares the exceptions to the rule of sitting still during market volatility.

Mar 20 2020

26mins

Play

Managing Investments Amid Volatility and Virus Concerns

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In this week’s podcast, we continue to cover market volatility and coronavirus concerns with Ben Johnson exploring how ETFs might behave and affect the broader market. Then, equity analyst Kevin Brown provides insights into buying opportunities in hotel REITs. Next, how investors in Asia are reacting in the ETF space. Andrew Lill looks at our take on the market; and finally, where we see value in travel firms.

Mar 13 2020

17mins

Play

Navigating Market Downturns and Medicare Choices

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In this week’s podcast, market volatility continues to dominate the news; Christine Benz discusses how to turn a down market to your advantage, followed by Russ Kinnel’s fund picks that provide safety in times of uncertainty. Alex Bryan investigates how low-volatility funds are faring during market downturns; in this low interest rate environment, our equity analysts share two picks for stocks with burly dividends. Then, Mark Miller breaks down the differences between traditional Medicare and Medicare Advantage.

Mar 06 2020

32mins

Play

All About IRA Picks and Market Volatility

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In this week’s podcast, as market volatility dominates the news, we discuss the persistence of turbulence and get some ideas from Christine Benz on what investors should do. It was Tax and IRA week on morningstar.com and we have a series of reports on fund picks and tips from Russ Kinnel, Christine Benz, Jeff Stafford, Karin Anderson.

Feb 28 2020

34mins

Play

Dividend Growth Stocks and Funds with High People Ratings

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In this week’s podcast, our analysts share three dividend growth stocks for your radar, Russ Kinnel highlights funds with exceptional People ratings, Julie Bhusal Sharma explains why we raised Intuit’s fair value estimate, Katie Reichart uncovers reasons for Oakmark’s success, and Damien Conover shares key takeaways from pharma earnings. 

Feb 21 2020

18mins

Play

Fund Picks for IRAs and Why Foreign Stocks Are Lagging

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In this week’s podcast, Christine Benz shares some investment ideas for your IRA, Damien Conover takes a look at valuation within the healthcare sector through an ESG lens, Dan Sotiroff discusses why international stocks have lagged behind the U.S. market, Connor Young highlights 11 up-and-coming or under-the-radar managers, and Kristoffer Inton unpacks why opportunities in gold are limited.

Feb 14 2020

19mins

Play

February Tax Prep and Fund Upgrades

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In this week’s podcast, analyst Kevin Brown highlights dividend opportunities in the real estate sector, Christine Benz discusses some steps to take to prepare for tax day, Russ Kinnel provides insight into recent fund upgrades and downgrades, Brian Colello reviews tech stocks’ valuation trends, Dan Lefkovitz compares the pros and cons of dividends versus buybacks, and Greggory Warren uncovers practices of successful asset managers and which players are best positioned for the next decade. 

Feb 07 2020

28mins

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Dividend Opportunities and Lessons from Experts Forecasts

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In this week’s podcast, Michael Hodel highlights two new dividend opportunities for 2020, equity analyst Eric Compton provides insight on how the current economic cycle might affect banks, manager research analyst Linda Abu Mushrefova shows how investors can diversify with mid-cap funds, Karen Andersen explains how ESG issues impact Big Pharma and biotech companies, and Christine Benz with key takeaways from annual projections issued by several investment firms.

Jan 31 2020

20mins

Play

3 Foreign Stock Funds and Where to Go Active

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In this week’s podcast, our fund analysts share their foreign-stock favorites to increase your international-equity exposure, Christine Benz discusses her model retirement saver and bucket portfolios, director of passive strategies Alex Bryan on which parts of the market are more ideal for an active approach, equity analyst Dan Romanoff highlights why wide-moat Aspen is well positioned for an oil and gas rebound, and analyst Emory Zink recommends how to pick a short-term bond fund.  

Jan 24 2020

26mins

Play

Mutual Funds in 2019 and Financial To-Do List

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In this week’s podcast, Russel Kinnel reviews changes in the mutual funds industry in 2019, Christine Benz provides a tidy way to tackle your financial to-do list over the year, Robby Greengold discusses Fidelity’s highs and lows in the past year, equity analyst Erin Lash shares why Kraft Heinz is worth considering, and our equity analysts examine the utilities, integrated oils, and midstream industries through the lens of ESG. 

Jan 17 2020

31mins

Play

Bond Fund Picks and Vanguard’s Evolution

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In this week’s podcast, Christine Benz picks three bond-fund favorites for New Year’s rebalancing, Alec Lucas reviews Vanguard’s evolution in 2019, Charles Gross forecasts a favorable outlook for the housing market, Christine Benz highlights items that should be on investors’ radars in 2020, and Travis Miller sheds light on why renewable energy will be one of the biggest growth drivers in utilities sector.

Jan 10 2020

22mins

Play

Contenders to Amazon, SECURE Act, and Enbridge

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In this week’s podcast, equity analyst Joe Gemino highlights Enbridge as a dividend opportunity, Christine Benz invites Vanguard's Maria Bruno to talk about strategies for young investors, equity analyst Zain Akbari analyzes which brick-and-mortars can contend with Amazon, Daniel Sotiroff shares insights on the evolution of foreign stock index funds, and Christine Benz discusses what SECURE Act means for retirement. 

Dec 20 2019

23mins

Play

ESG Portfolios, Inflation Protection, and AbbVie

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In this week’s podcast, Christine Benz discusses her newest ESG model portfolios; Damien Conover on AbbVie’s dividend potential; Alex Bryan with TIPS ETFs to consider; our view on standout boutique Diamond Hill; and a look into our new factor profile tool.

Dec 13 2019

31mins

Play

Equity Funds for Retirement and Dividends in Tobacco

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In this week’s podcast; Russ Kinnel shares his favorite equity funds for retirement; analyst Philip Gorham highlights dividend opportunities in big tobacco; Christine Benz invites Vanguard’s head of ETF product management, Rich Powers, to discuss trends in bond index investing; Jon Hale breaks down the update to our sustainability rating methodology; Christine Benz explains how charitable giving can improve your portfolio; and analyst Julie Bhusal Sharma spell out how Accenture keeps it moat.

Dec 06 2019

30mins

Play

Morningstar Insights Everyday with Alexa

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Welcome to the Investing Insights Podcast from Morningstar.com. We’re taking a brief holiday hiatus and will return to publishing on Friday, December 6th.
In the meantime, listen to Morningstar’s flash briefing on your Alexa-enabled device.
Six days a week we deliver the latest news for investors. Just say, “Alexa, enable the Morningstar skill,” or visit Morningstar.com/alexa. From everyone here at Morningstar, thanks for listening.

Nov 29 2019

Play

Underspending in Retirement and Value Standouts

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In this week’s podcast, Robby Greengold highlights three stand-out value funds, Michael Hodel shares dividend opportunities in telecom, Vanguard's Joel Dickson discusses spending enough in retirement, Charles Gross explains why Sherwin-Williams is overvalued, and Christine Benz shares lessons learned from portfolio makeover week. 

Nov 22 2019

27mins

Play

Bank Dividend Stocks and Choosing Target-Date Funds

Podcast cover
Read more

In this week’s podcast, equity analyst Eric Compton highlights bank dividends, Vanguard’sRich Powers discusses what drives fund flows into ETFs, equity analyst Scott Pope explains what makes United Rentals attractive, Jeff Holt provides guidance on choosing the right target-date fund, and analyst Eric Jacobson shares our favorite core plus bond fonds. 

Nov 15 2019

24mins

Play

Year-End Financial Planning and Vanguard Dividend Funds

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In this week’s podcast, Vanguard's Maria Bruno offers some fourth-quarter portfolio strategies to prepare retirees for next year's tax season, Travis Miller discusses dividend opportunities in the utilities sector, Eric Jacobson breaks down high-yield municipal bonds, Alec Lucas explores dividend fund options offered by Vanguard, and Soo Romanoff sheds light on Teva’s valuation against the backdrop of the politically charged opioid epidemic.

Nov 08 2019

28mins

Play

Dividend Opportunities, Medicare, and Balanced Funds

Podcast cover
Read more

In this week’s podcast, opportunities for dividend-focused investors in the integrated oil group; the many moving parts of Medicare; generating cash flows from your portfolio; our picks around electric vehicles; and Russ Kinnel's Favorite Balanced Funds.

Nov 01 2019

26mins

Play

iTunes Ratings

148 Ratings
Average Ratings
81
39
12
9
7

Great Pod

By JoeBoiler11 - Jul 08 2019
Read more
Great analysis helping me learn more about investing!

High quality

By Tyson Reynoldson - Dec 03 2017
Read more
Do more than one a week! :)