Rank #1: Dividend Picks, Apple Undervalued, and Vanguard's 2018
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
Rank #2: Contenders to Amazon, SECURE Act, and Enbridge
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
Rank #3: Bond Investing, Hands-off Portfolios, and Promising Fund Managers
Jun 28 2019
Rank #4: 529 Ratings and Value and Growth Picks
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
Rank #5: Berkshire Hathaway’s Valuation, 3 Funds That Have Lost Their Mojo, and More
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
Rank #6: Bank Dividend Stocks and Choosing Target-Date Funds
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
Rank #7: Morningstar's Picks for IRAs
This week on the podcast, our experts offer their mutual fund and ETF ideas for funding an IRA.
Mar 08 2019
Rank #8: Year-End Financial Planning and Vanguard Dividend Funds
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
Rank #9: A Solid Dividend, Funds for Retirees, and More
On this week's podcast, low-volatility ETFs, a pick among California utilities, and funds for retirees.
Apr 26 2019
Rank #10: Dividend Opportunities, Medicare, and Balanced Funds
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
Rank #11: Michael Kitces, REITs, Value ETFs, and More
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
Rank #12: Earnings from GM and Disney, Bill Gross, Starbucks, Obscure IRA Rules, and More
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
Rank #13: 3 New Morningstar Medalists, 4 Hidden Benefits of Roth IRAs, and More
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
Rank #14: Earnings from Apple and Facebook, Portfolio Tuneups, and More
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
Rank #15: 3 Good Ideas for IRAs, Housing, and More
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
Rank #16: A Dividend Pick, Foreign Investing, and the Benefits of Working Longer
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
Rank #17: Underspending in Retirement and Value Standouts
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
Rank #18: Top Small-Cap Funds, Protecting Finances from Cognitive Decline, A Stock With 30% Upside
Jun 14 2019
Rank #19: Earnings from Netflix, The Government Shutdown, and More
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
Rank #20: Lyft IPO, IRA Tips For Later in Life, and More
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