Rank #1: Investing Insights: A Midyear Portfolio Checkup in Five Easy Steps
This week on the podcast: A special presentation of Christine Benz's Midyear Portfolio Checkup
Rank #2: Investing Insights: 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.
Rank #3: Investing Insights: 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.
Rank #4: Investing Insights: Morningstar's Picks for IRAs
This week on the podcast, our experts offer their mutual fund and ETF ideas for funding an IRA.
Rank #5: Investing Insights: Are ETFs Overrated? Behavioral Financial Planning Mistakes to Avoid, and More
This week on the podcast: Ben Johnson on the oversold benefits of ETFs; three value funds heavy in tech; behavioral mistakes to avoid in financial planning; Travis Miller with utilities for long-term, fundamentals-focused investors; a top pick among long-term muni bonds; and Ilyce Glink on the financial and psychological benefits of paying off your house before retiring.
Rank #6: Investing Insights: Great Funds Hiding in Plain Sight, McDonald's vs. Starbucks, Cruise Lines, and More
This week on the podcast: Three relatively undiscovered funds from the big shops; A dividend showdown between McDonald’s and Starbucks; Undervalued cruise lines; and IRA expert Ed Slott on backdoor Roth IRA conversions.
Rank #7: Investing Insights: Last-Minute IRA Tips, Steady Dividend Payers, and More
This week on the podcast, Christine Benz with tips for last-minute IRA contributions, Damien Conover with undervalued health-care stocks with secure dividends, Russ Kinnel with the recipe for finding “fantastic” funds, Erin Lash with high-quality and underpriced packaged goods stocks, Alfonzo Bruno with a strong inflation hedge from Vanguard, and Ariel’s John Rogers on the changing face of value investing.
Rank #8: Investing Insights: Year-End To-Do's, Dividends, and Oracle
On this week's episode, we look at Johnson & Johnson, beating the market, and bucket maintenance.
Rank #9: Investing Insights: Asset Allocation, Dividends, Fund Picks, and More
We analyze Johnson Controls and BlackRock and offer a pick for a short-term bond fund on this week's episode.
Rank #10: Investing Insights: Retiring Overseas, Robo-Advisors, Short-Term Bonds, and More
This week on the podcast: Ilyce Glink on what you need to know before buying property overseas; Russ Kinnel on an increase in yield for shorter-duration bond funds; Katie Reichart discusses a contrarian move with mid-value funds; four healthcare and retail REIT firms to keep an eye on; investment service firms that are thriving despite the growth of robo-advisors; and Jon Hale discusses our Carbon Risk Score.
Rank #11: Investing Insights: Portfolio Makeovers, Volatility, and Exxon's Dividend
Our analysts discuss China, Exxon, fund winners and losers, and healthcare stocks on this week's episode.
Rank #12: Investing Insights: Holding Off On Social Security, CVS-Aetna, and More
This week on the podcast: Ed Slott on holding off on claiming Social Security; Vishnu Lekraj analyzes the CVS-Aetna merger; Ben Johnson on the “other” news from Fidelity; and our analysts’ picks for funds with high-quality stocks
Rank #13: Investing Insights: 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.
Rank #14: Investing Insights: Vanguard, Pepsi, and a Midyear Outlook
We check in with T. Rowe Price for a first-half review; look at three bond funds for retirees; and consider large-growth outflows in this week's episode.
Rank #15: Investing Insights: 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.
Rank #16: Investing Insights: Funds at Midyear and Dividend Stocks
We discuss retirement policy statements, moat upgrades, and Primecap picks on this week's episode.
Rank #17: Investing Insights: Core Foreign Stock Funds, Cisco, Roth IRA, and More
This week on the podcast: Our picks for core foreign stock funds; Ed Slott on IRA Conversions; Beth Foos with a muni fund pick; Mark Cash’s analysis of Cisco; and convertible bond fund picks.
Rank #18: Investing Insights: Retirement Buckets and Vanguard Changes
This week on the podcast; our analysts share 3 funds for dividend growth; Christine Benz discusses the Bucket approach; Karin Anderson tells us why investors should consider emerging markets bond funds; Damien Conover says the president’s drug plan will have little impact on pharma and biotech; we’re continuing our review of these Vanguard bond funds; and TransCanada is a top pick in the energy sector.
Rank #19: Investing Insights: Midyear Checkup, GE, and Large Growth Funds
This week on the podcast: retirees should check their portfolios; dividend stocks in utilities; earnings reports on Johnson & Johnson and GE; cutting and edge drug manufacturers;
Rank #20: Investing Insights: Facebook, Alphabet, and Stock Funds
This week on the podcast: Insights on both Facebook and Alphabet earnings; why passive equity funds are seeing outflows; hidden risks in high-yield investments; and shares three top stock funds for retirees.