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Rank #58 in Investing category

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Investing Insights

Updated 5 days ago

Rank #58 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

139 Ratings
Average Ratings
76
36
11
9
7

Great Pod

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

High quality

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

iTunes Ratings

139 Ratings
Average Ratings
76
36
11
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 Feb 21, 2020

The Best Episodes Ranked Using User Listens

Updated by OwlTail 5 days ago

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: 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

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Rank #4: 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

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Rank #5: 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 #6: 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 #7: 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 #8: 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 #9: 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

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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

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Rank #11: 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 #12: 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 #13: 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 #14: Earnings from Apple and Facebook, Portfolio Tuneups, and More

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This week on the podcast, our stock news roundup with PG&E, Apple, Facebook, and Caterpillar; an upgrade for T. Rowe Price New Horizons; Greg Warren on wide-moat asset managers; dividends among tobacco firms; Russ Kinnel on Jack Bogle, and from our Portfolio Tuneup week, Christine Benz on streamlining your portfolio and setting your asset allocation.

Feb 01 2019

22mins

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Rank #15: 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

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Rank #16: 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

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Rank #17: 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

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Rank #18: Top Small-Cap Funds, Protecting Finances from Cognitive Decline, A Stock With 30% Upside

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

Jun 14 2019

22mins

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Rank #19: 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

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Rank #20: Lyft IPO, IRA Tips For Later in Life, and More

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This week on the podcast, Ali Mogharabi on what Lyft is worth, Christine Benz with fixed-income ETFs for retirees, Ariel’s John Rogers with two of his favorite mid-cap stocks, Brian Moriarty on the state of the high-yield bond market, Eric Compton with ratings changes in the bank sector, and Christine Benz with IRA contribution tips for later in life.

Mar 22 2019

25mins

Play