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Investing Insights (Video)

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.

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The best episodes ranked using user listens.

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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.

28mins

8 Nov 2019

Rank #1

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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.

27mins

1 Nov 2019

Rank #2

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Investing Insights: Bond Investing, Hands-off Portfolios, and Promising Fund Managers

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.

38mins

28 Jun 2019

Rank #3

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Bank Dividend Stocks and Choosing Target-Date Funds

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.

24mins

15 Nov 2019

Rank #4

Most Popular Podcasts

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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.

17mins

25 Oct 2019

Rank #5

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Investing Insights: 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.

25mins

26 Apr 2019

Rank #6

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Investing Insights: 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.

28mins

3 May 2019

Rank #7

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

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.

29mins

26 Jul 2019

Rank #8

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Equity Funds for Retirement and Dividends in Tobacco

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.

30mins

6 Dec 2019

Rank #9

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

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.

28mins

6 Sep 2019

Rank #10

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Investing Insights: Favorite Funds with Russ Kinnel

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.

36mins

19 Jul 2019

Rank #11

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Investing Insights: Tech Stocks, Tax Efficiency, and Social Security Options

In this week’s podcast, Abhinav Davuluri sheds light on values in tech stocks, Christine Benz speaks with Ben Johnson on the tax efficiency of different fund types, special guest Mary Beth Franklin reviews Social Security options for spouses, Dan Sotiroff with picks for lower-risk foreign stock funds, Dave Meats finds attractive buying opportunities in upstream energy stocks, and Katie Reichart reviews the subtle differences between T. Rowe Price large-cap medalists.

30mins

16 Aug 2019

Rank #12

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

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.

27mins

23 Aug 2019

Rank #13

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Tech Stocks for Dividend Seekers and Choosing Bond Funds

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.

22mins

18 Oct 2019

Rank #14

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Investing Insights: Top Small-Cap Funds, Protecting Finances from Cognitive Decline, A Stock With 30% Upside

In this week’s podcast, our analysts share three funds run by topnotch managers, Christine Benz talks with Healthcare Planning’s Carolyn McClanahan about finances and cognitive decline, Linda Abu Mushrefova with a terrific deep-value large-cap fund, Preston Caldwell highlights a few undervalued oil-services stocks, Russ Kinnel shares three of his favorite small-cap funds, and Michael Wong explains why we think Goldman Sachs has 30% upside potential.

22mins

14 Jun 2019

Rank #15