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Investing Insights

Updated 20 days ago

Business
Business News
Investing
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

94 Ratings
Average Ratings
51
22
9
8
4

High quality

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

Great content

By hong0059 - Nov 17 2009
Read more

Morningstar continues to have great content and is dedicated to investor education.

iTunes Ratings

94 Ratings
Average Ratings
51
22
9
8
4

High quality

By Tyson Reynoldson - Dec 03 2017
Read more

Do more than one a week! :)

Great content

By hong0059 - Nov 17 2009
Read more

Morningstar continues to have great content and is dedicated to investor education.

Cover image of Investing Insights

Investing Insights

Updated 20 days ago

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: A Midyear Portfolio Checkup in Five Easy Steps

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This week on the podcast: A special presentation of Christine Benz's Midyear Portfolio Checkup

Aug 03 2018
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Rank #2: Investing Insights: 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
25 mins
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Rank #3: Investing Insights: 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
39 mins
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Rank #4: Investing Insights: 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
30 mins
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Rank #5: Investing Insights: Are ETFs Overrated? Behavioral Financial Planning Mistakes to Avoid, and More

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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.

Sep 07 2018
40 mins
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Rank #6: Investing Insights: Great Funds Hiding in Plain Sight, McDonald's vs. Starbucks, Cruise Lines, and More

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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.

Aug 17 2018
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Rank #7: Investing Insights: Last-Minute IRA Tips, Steady Dividend Payers, and More

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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.

Mar 15 2019
22 mins
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Rank #8: Investing Insights: Year-End To-Do's, Dividends, and Oracle

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On this week's episode, we look at Johnson & Johnson, beating the market, and bucket maintenance.

Dec 21 2018
28 mins
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Rank #9: Investing Insights: Asset Allocation, Dividends, Fund Picks, and More

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We analyze Johnson Controls and BlackRock and offer a pick for a short-term bond fund on this week's episode.

Jun 01 2018
30 mins
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Rank #10: Investing Insights: Retiring Overseas, Robo-Advisors, Short-Term Bonds, and More

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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.

Aug 31 2018
25 mins
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Rank #11: Investing Insights: Portfolio Makeovers, Volatility, and Exxon's Dividend

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Our analysts discuss China, Exxon, fund winners and losers, and healthcare stocks on this week's episode.

Dec 07 2018
30 mins
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Rank #12: Investing Insights: Holding Off On Social Security, CVS-Aetna, and More

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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

Aug 10 2018
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Rank #13: Investing Insights: 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
21 mins
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Rank #14: Investing Insights: Vanguard, Pepsi, and a Midyear Outlook

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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.

Jul 13 2018
36 mins
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Rank #15: Investing Insights: 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
33 mins
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Rank #16: Investing Insights: Funds at Midyear and Dividend Stocks

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We discuss retirement policy statements, moat upgrades, and Primecap picks on this week's episode.

Jul 06 2018
34 mins
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Rank #17: Investing Insights: Core Foreign Stock Funds, Cisco, Roth IRA, and More

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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.

Aug 24 2018
17 mins
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Rank #18: Investing Insights: Retirement Buckets and Vanguard Changes

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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.

May 18 2018
27 mins
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Rank #19: Investing Insights: Midyear Checkup, GE, and Large Growth Funds

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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;

Jul 20 2018
17 mins
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Rank #20: Investing Insights: Facebook, Alphabet, and Stock Funds

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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.

Jul 27 2018
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