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Investing Insights (Video)

Updated 1 day ago

Business
Investing
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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

73 Ratings
Average Ratings
50
10
4
4
5

What happen to the feeds for 8/2

By DC-Td - Aug 02 2014
Read more
Hi ... Had the podcast been discontinue? What happen to the feeds for Aug 1st 2014?

Great Podcast

By stocksouter - Dec 21 2013
Read more
This is the one podcast I make sure I listen to every week. Great insights and always well curated.

iTunes Ratings

73 Ratings
Average Ratings
50
10
4
4
5

What happen to the feeds for 8/2

By DC-Td - Aug 02 2014
Read more
Hi ... Had the podcast been discontinue? What happen to the feeds for Aug 1st 2014?

Great Podcast

By stocksouter - Dec 21 2013
Read more
This is the one podcast I make sure I listen to every week. Great insights and always well curated.
Cover image of Investing Insights (Video)

Investing Insights (Video)

Latest release on Jan 24, 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: Investing Insights: 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 #2: 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 #3: Investing Insights: 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 #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

Play

Rank #5: 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

27mins

Play

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’s Rich 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: Investing Insights: Favorite Funds with Russ Kinnel

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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.

Jul 19 2019

36mins

Play

Rank #8: Investing Insights: 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

Play

Rank #9: Investing Insights: Bold Bond Picks, Top Cannabis Stocks, and Tips for Gig Workers

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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.

Jul 26 2019

29mins

Play

Rank #10: 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 #11: Investing Insights: 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 01 2019

29mins

Play

Rank #12: 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 #13: Investing Insights: 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 #14: Investing Insights: Retiree Traps, a Wide-Moat Stock Pick, and Indexing Risks

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In this week’s podcast, Christine Benz shares valuable insights for retirees on traps to avoid in a turbulent market, Jake Strole comments on CVS’ new approaches to managing healthcare needs, Alex Bryan addresses possible risks indexing poses for the market, Krzysztof Smalec highlights a new wide-moat stock for your watchlist, Alec Lucas explains what makes American Funds’ equity lineup golden, and Dan Kemp explains whether bond yields can really predict recession.

Sep 06 2019

28mins

Play

Rank #15: Tech Stocks for Dividend Seekers and Choosing Bond Funds

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In this week’s podcast, Brian Colello picks out three stand-out tech stocks for dividend seekers, Christine Benz discusses which types of bond funds make sense for most investors, Russ Kinnel points out factors to watch for with capital gains distribution, Neil Macker highlights opportunities in the fast-growing video game space, and Alex Bryan shares two winning low-volatility funds for volatile markets.

Oct 18 2019

22mins

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

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

Underspending in Retirement and Value Standouts

Podcast cover
Read more
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’s Rich 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

Podcast cover
Read more
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

27mins

Play

529 Ratings and Value and Growth Picks

Podcast cover
Read more
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

Tech Stocks for Dividend Seekers and Choosing Bond Funds

Podcast cover
Read more
In this week’s podcast, Brian Colello picks out three stand-out tech stocks for dividend seekers, Christine Benz discusses which types of bond funds make sense for most investors, Russ Kinnel points out factors to watch for with capital gains distribution, Neil Macker highlights opportunities in the fast-growing video game space, and Alex Bryan shares two winning low-volatility funds for volatile markets.

Oct 18 2019

22mins

Play

Dodge & Cox’s Success and Diversifying Your Bond Portfolio

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In this week’s podcast, Susan Dziubinski invites our manager research analysts to share three funds that favor wide-moat stocks, Christine Benz discusses what to think about when it comes to diversifying your bond portfolios, analyst Tony Thomas dissects Dodge & Cox’s recipe for success, analyst Anna Baran highlights an undervalued but high uncertainty stock, and Dave Sekera breaks down fixed-income market performance in the third quarter.

Oct 11 2019

18mins

Play

Vanguard’s Best Active Large Caps and Stocks with Stable Dividends

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In this week’s podcast, equity analyst David Swartz highlights three high-yield stocks with stable dividends in the consumer sector, Christine Benz invites Judith Ward from T. Rowe Price to discuss cash cushions, equity analyst Erin Lash picks a wide-moat stock from the packaged food aisle, Alec Lucas shares a few great picks from Vanguard’s large-cap offerings, and equity analyst John Barrett discusses why investors should wait before purchasing two noted payroll processors.

Oct 04 2019

18mins

Play

Investing Insights: Cheap Dividend Payers, Short-Term Bond Funds, and More

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In this week’s podcast, Ultimate Stock Pickers highlights three cheap dividend payers with moats, Christine Benz invites Judith Ward from T. Rowe Price to share highlights from new research on retirement preparedness, equity analyst Matthew Dolgin shares why CenturyLink is a bargain, Russ Kinnel picks his favorite short-term bond funds for investors looking to reduce risk, Jon Hale invites Karin Anderson to discuss new fixed income research on how asset managers are approaching sustainability.

Sep 27 2019

Play

5 Fund Downgrades and Dividends in Healthcare

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In this week’s podcast, Russ Kinnel explains the reasons why we lower a fund’s analyst rating, equity analyst Damien Conover highlights two pharmaceutical stocks’ dividend opportunities, Christine Benz invites T. Rowe Price's Judith Ward to discuss how to plan for market downturns after retirement, analyst David Kathman picks five great real estate funds to diversify your portfolio, equity analyst Eric Compton shares why Wells Fargo might be worth another look, and Christine Benz provides insights on how retirees can better plan for taxes in the 4th-quarter.

Sep 20 2019

32mins

Play

Investing Insights: 3 Funds That Are Worse Than They Look, De-risking Portfolios, and More

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In this week’s podcast, fund analysts Robby Greengold, Connor Young, and Nick Watson highlight three funds that are worse than they look, Christine Benz provides tips on simple, effective ways to de-risk a portfolio, equity analyst Seth Goldstein explains how to best play an expected agricultural recovery, senior fund analyst Alec Lucas discusses recently reopened Vanguard Dividend Growth, and Dan Wasiolek shares insights on why you should pick Wyndham Hotels Shares.

Sep 13 2019

25mins

Play

Investing Insights: Retiree Traps, a Wide-Moat Stock Pick, and Indexing Risks

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In this week’s podcast, Christine Benz shares valuable insights for retirees on traps to avoid in a turbulent market, Jake Strole comments on CVS’ new approaches to managing healthcare needs, Alex Bryan addresses possible risks indexing poses for the market, Krzysztof Smalec highlights a new wide-moat stock for your watchlist, Alec Lucas explains what makes American Funds’ equity lineup golden, and Dan Kemp explains whether bond yields can really predict recession.

Sep 06 2019

28mins

Play

Investing Insights: Yield Curve Inversion, Dividend Growth Leaders, and More

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In this week’s podcast, Andrew Bischof forecasts high dividend-growth potential for select utility stocks, Josh Charlson discusses great ways to use target-date strategies in your own portfolio, Gregg Wolper explains differences and similarities between investing in foreign versus US stock funds, Dan Sotiroff provides insight on foreign stocks’ tax treatment, Dan Kemp talks inverted bond yield curves and whether a recession is in the cards, and the Ultimate Stock-Pickers team provides stock picks in industrials, energy, and technology.

Aug 30 2019

24mins

Play

Investing Insights: Equity Portfolio Diversifiers, Tips on TIPs, and Fund Picks

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In this week’s podcast, special guest Rupal Bhansali of Ariel Investments offers her insight into current markets; Russ Kinnel shares key takeaways from his latest research on the costs of poor timing; Christine Benz discusses how to protect your portfolio from a stock-market sell-off; our analysts highlight three funds that are better than they look; Rajiv Bhatia discusses wide-moat financial stocks; and Eric Jacobson gives valuable tips for picking TIPS funds.

Aug 23 2019

27mins

Play

iTunes Ratings

73 Ratings
Average Ratings
50
10
4
4
5

What happen to the feeds for 8/2

By DC-Td - Aug 02 2014
Read more
Hi ... Had the podcast been discontinue? What happen to the feeds for Aug 1st 2014?

Great Podcast

By stocksouter - Dec 21 2013
Read more
This is the one podcast I make sure I listen to every week. Great insights and always well curated.