Investing Insights

Investing Insights

112 episodes

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.

Podcasts

New Dividend Stocks: Can Meta and Salesforce Help Revive the Classic Strategy?

Published: March 22, 2024, 9 a.m.
Duration: 19 minutes 50 seconds

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Self-Made Millionaire Tori Dunlap Embraces Mission to Make Women Rich

Published: March 15, 2024, 9 a.m.
Duration: 23 minutes 49 seconds

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Whats Surprising Some Retirees About Their Social Security Benefits?

Published: March 8, 2024, 10 a.m.
Duration: 11 minutes 54 seconds

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SPY Vs VOO: Which of Warren Buffetts Two ETFs Are a Better Bet?

Published: March 1, 2024, 10 a.m.
Duration: 18 minutes 13 seconds

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How to Get the Most Out of Your Bond Investments

Published: Feb. 23, 2024, 10 a.m.
Duration: 14 minutes 52 seconds

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Walmart Stock Split and Earnings Are Coming Up. What to Expect.

Published: Feb. 16, 2024, 10 a.m.
Duration: 14 minutes 17 seconds

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Should You Bet on Online Gambling Stocks Now?

Published: Feb. 9, 2024, 10 a.m.
Duration: 15 minutes 37 seconds

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When Will the Fed Finally Cut Rates?

Published: Feb. 2, 2024, 10 a.m.
Duration: 15 minutes 51 seconds

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Could Company 401(k)s Go the Way of IBM?

Published: Jan. 26, 2024, 10 a.m.
Duration: 19 minutes 56 seconds

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Why Now Is the Time for Value Investing

Published: Jan. 19, 2024, 10 a.m.
Duration: 14 minutes 46 seconds

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AI Can Help Restaurants Innovate, But Will It Deliver Profits?

Published: Jan. 12, 2024, 10 a.m.
Duration: 13 minutes 14 seconds

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Betting Big on Stocks Rarely Beats Boring Investing

Published: Jan. 5, 2024, 10 a.m.
Duration: 16 minutes 38 seconds

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5 Pieces of Good News for Investors as 2023 Wraps Up

Published: Dec. 22, 2023, 10 a.m.
Duration: 12 minutes 56 seconds

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Charlie Munger, Warren Buffett Built Berkshire Hathaway to Thrive After Theyre Gone

Published: Dec. 15, 2023, 10 a.m.
Duration: 20 minutes 56 seconds

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Why are Active ETFs Everywhere, and Are Investors Abandoning Mutual Funds?

Published: Dec. 8, 2023, 10 a.m.
Duration: 17 minutes 59 seconds

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Timing the Market Doesnt Work We Did the Math

Published: Dec. 1, 2023, 10 a.m.
Duration: 21 minutes 33 seconds

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Make the Most of Your HSA Benefits and Investments in 2024

Published: Nov. 24, 2023, 10 a.m.
Duration: 16 minutes 5 seconds

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Headwinds Hold Airlines Back, But Check Out These Travel Stocks for the Holidays

Published: Nov. 17, 2023, 10 a.m.
Duration: 16 minutes 18 seconds

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Higher Bond Yields and Interest Rates Are Here to Stay

Published: Nov. 10, 2023, 10 a.m.
Duration: 16 minutes 8 seconds

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New iShares Target-Date ETFs Provide Different Retirement Saving Path

Published: Nov. 3, 2023, 9 a.m.
Duration: 13 minutes 24 seconds

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5 Scary Stocks for You to Avoid This Halloween

Published: Oct. 27, 2023, 9 a.m.
Duration: 28 minutes 35 seconds

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Navigating Medicare Open Enrollment for 2024

Published: Oct. 20, 2023, 9 a.m.
Duration: 20 minutes 38 seconds

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Falling Mutual Fund and ETF Fees a Big Win for Investors

Published: Oct. 13, 2023, 9 a.m.
Duration: 11 minutes 12 seconds

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TikTok: Risky Tax Advice and Supersize Valuations

Published: Oct. 6, 2023, 9 a.m.
Duration: 23 minutes 49 seconds

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Payment Pause Ends: Student Loan Expert Shares Repayment Tips

Published: Sept. 29, 2023, 9 a.m.
Duration: 22 minutes 13 seconds

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UAW Strike Raises Investor Risks

Published: Sept. 22, 2023, 9 a.m.
Duration: 22 minutes 48 seconds

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3 of the Best Robo-Advisors, and One of the Worst

Published: Sept. 15, 2023, 9 a.m.
Duration: 16 minutes 12 seconds

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Stocks to Consider as the U.S. Pushes to Reclassify Cannabis

Published: Sept. 8, 2023, 9 a.m.
Duration: 13 minutes 31 seconds

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From Ripped Off to a Better Deal How Investors Fared Since the Market-Timing Scandal

Published: Sept. 1, 2023, 9 a.m.
Duration: 28 minutes 12 seconds

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Economy Outshines Uneventful Earnings

Published: Aug. 25, 2023, 9 a.m.
Duration: 13 minutes 18 seconds

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Microsoft Bets Big on AI: What Investors Should Know, Part One

Published: Aug. 10, 2023, 9 a.m.
Duration: 17 minutes 33 seconds

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Interest-Rate Forecast: Whats Next?

Published: Aug. 4, 2023, 9 a.m.
Duration: 21 minutes 10 seconds

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What To Do With Your Cash Right Now

Published: July 28, 2023, 9 a.m.
Duration: 16 minutes 53 seconds

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Nasdaq 100 Rebalance: What It Means for Your Portfolio

Published: July 21, 2023, 5:56 p.m.
Duration: 21 minutes 43 seconds

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Hiring a Financial Advisor? Honesty Counts (With Yourself, Too)

Published: July 14, 2023, 9 a.m.
Duration: 10 minutes 22 seconds

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Firing Your Financial Advisor? When To Stay, When To Go

Published: July 7, 2023, 9 a.m.
Duration: 11 minutes 10 seconds

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Spot Hidden Crypto Stocks and Funds in Your Portfolio

Published: June 30, 2023, 9 a.m.
Duration: 17 minutes 59 seconds

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Midyear Market News: 'Unusual' Stock Rally and Todays Sticky Inflation

Published: June 23, 2023, 9 a.m.
Duration: 14 minutes 58 seconds

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Turning a Hard No Into Financial Freedom

Published: June 16, 2023, 9 a.m.
Duration: 23 minutes 37 seconds

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Gain From the Weight-Loss Trend With These Stocks

Published: June 9, 2023, 9 a.m.
Duration: 20 minutes 19 seconds

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Double Trouble: How the Dot-Com and Tech Bubbles Compare

Published: June 2, 2023, 9 a.m.
Duration: 16 minutes 24 seconds

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What to Do as Recession Fears Grip Investors

Published: May 26, 2023, 9 a.m.
Duration: 21 minutes 20 seconds

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Just Wheres the U.S. Economy Headed?

Published: May 19, 2023, 9 a.m.
Duration: 16 minutes 51 seconds

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Active ETFs Take Off 3 Ideas for Investors

Published: May 12, 2023, 9 a.m.
Duration: 24 minutes

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Berkshire Hathaway: 4 Questions and 5 Cheap Stocks

Published: May 5, 2023, 10 a.m.
Duration: 27 minutes 16 seconds

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Morningstar Investment Conference: Recession Risks and the Markets

Published: April 28, 2023, 9 a.m.
Duration: 20 minutes 25 seconds

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Planning to Retire Soon? Flexibility and Spending Count

Published: April 21, 2023, 9 a.m.
Duration: 21 minutes 31 seconds

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Where Can the Automotive Industry Go From Here?: Part One

Published: April 7, 2023, 9 a.m.
Duration: 20 minutes 53 seconds

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How Do Vanguards Target-Date Funds Stack Up?

Published: March 31, 2023, 9 a.m.
Duration: 14 minutes 46 seconds

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Why the Nasdaq 100 Isnt a Particularly Good Investment

Published: March 24, 2023, 9 a.m.
Duration: 20 minutes 33 seconds

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Why the Banking Crisis Is a Big Deal

Published: March 17, 2023, 9 a.m.
Duration: 20 minutes 43 seconds

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Where to Invest: Stocks or CDs?

Published: March 10, 2023, 10 a.m.
Duration: 21 minutes 2 seconds

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Is Berkshire Hathaway Stock a Buy After Rocky Results?

Published: March 3, 2023, 10 a.m.
Duration: 22 minutes 55 seconds

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Should You Fund Your 401(k) First or Your IRA?

Published: Feb. 24, 2023, 10 a.m.
Duration: 20 minutes 7 seconds

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With IRA Deadline Looming, Don't Make These Mistakes

Published: Feb. 17, 2023, 10 a.m.
Duration: 19 minutes 27 seconds

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Could Meta Make a Comeback?

Published: Feb. 10, 2023, 10 a.m.
Duration: 19 minutes 11 seconds

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How Secure Act 2.0 Changes RMD Rules

Published: Feb. 3, 2023, 10 a.m.
Duration: 20 minutes 31 seconds

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Should You Buy a House Right Now?

Published: Jan. 27, 2023, 10 a.m.
Duration: 20 minutes 14 seconds

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Big Banks Bracing for a Recession

Published: Jan. 20, 2023, 10 a.m.
Duration: 25 minutes 55 seconds

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Create a New Financial Plan For the New Year: Part 1

Published: Jan. 6, 2023, 10 a.m.
Duration: 15 minutes 8 seconds

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Stock and Bond Markets Wild Ride in 2022

Published: Dec. 23, 2022, 10 a.m.
Duration: 17 minutes 37 seconds

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RMD Sticker Shock? How to Ease Your Tax Burden

Published: Dec. 16, 2022, 10 a.m.
Duration: 24 minutes 10 seconds

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Top Retail Stocks on Sale This Holiday Season

Published: Dec. 9, 2022, 10 a.m.
Duration: 21 minutes 56 seconds

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Should You Buy Dividend Stocks in a Recession?

Published: Dec. 2, 2022, 10 a.m.
Duration: 19 minutes 48 seconds

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Retiring Soon? Make Sure to Check Your Asset Allocation

Published: Nov. 25, 2022, 10 a.m.
Duration: 19 minutes 10 seconds

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Rising Interest Rates Make Bond Ladder ETFs More Appealing

Published: Nov. 18, 2022, 10 a.m.
Duration: 20 minutes 10 seconds

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Cheap Stocks For You to Consider

Published: Nov. 11, 2022, 10 a.m.
Duration: 15 minutes 35 seconds

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What to Buy or Skip: I Bonds, Apple, Amazon, or Meta

Published: Nov. 4, 2022, 9 a.m.
Duration: 19 minutes 19 seconds

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Buy an Annuity Now? And How to Spot Financial Tricks Online

Published: Oct. 28, 2022, 9 a.m.
Duration: 18 minutes 17 seconds

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Where to Park Your Cash and Find Recession-Resistant Stocks

Published: Oct. 21, 2022, 9 a.m.
Duration: 20 minutes 20 seconds

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Markets are Undervalued, and We Highlight Some Cheap Stocks!

Published: Oct. 14, 2022, 9 a.m.
Duration: 23 minutes 47 seconds

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We Examine Tesla's Stock and the Risks of a Strong Dollar

Published: Oct. 7, 2022, 9 a.m.
Duration: 22 minutes 44 seconds

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When's the Best Time for a Roth IRA Conversion?

Published: Sept. 30, 2022, 9 a.m.
Duration: 20 minutes 46 seconds

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Will Investors Ready, Set, Go for the Porsche IPO?

Published: Sept. 23, 2022, 9 a.m.
Duration: 21 minutes 46 seconds

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High Inflation Shifts Focus to the Expected Federal Reserve Interest-Rate Hike

Published: Sept. 16, 2022, 9 a.m.
Duration: 12 minutes 38 seconds

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New iPhone Can't Make Apple's Stock Shine

Published: Sept. 9, 2022, 9 a.m.
Duration: 21 minutes 1 second

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Beware of Buying Low in a Bear Market

Published: Sept. 2, 2022, 9 a.m.
Duration: 17 minutes 38 seconds

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Stock and Short-Term Bond Fund Picks

Published: Aug. 26, 2022, 3 p.m.
Duration: 19 minutes 43 seconds

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What You Need to Know About Estate Planning

Published: Aug. 12, 2022, 3 p.m.
Duration: 22 minutes 6 seconds

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Will Rising Interest Rates and Inflation Sink Dividend Stocks?

Published: Aug. 5, 2022, 3 p.m.
Duration: 15 minutes 31 seconds

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Dont Give Up on This Vanguard International ETF

Published: July 29, 2022, 3 p.m.
Duration: 21 minutes 16 seconds

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Your 401(k) Statement Might Surprise You

Published: July 22, 2022, 3 p.m.
Duration: 12 minutes 56 seconds

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Your 2022 Midyear Portfolio Checkup Part Two

Published: July 15, 2022, 3 p.m.
Duration: 23 minutes 26 seconds

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Your 2022 Midyear Portfolio Checkup Part One

Published: July 8, 2022, 3 p.m.
Duration: 26 minutes 5 seconds

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Will Robo-Advisors Take Over the (Financial) World?

Published: July 1, 2022, 3 p.m.
Duration: 14 minutes 43 seconds

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Should You Be Worried About Cryptocurrency Fraud?

Published: June 24, 2022, 3 p.m.
Duration: 16 minutes 9 seconds

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Scared to Invest in a Bear Market?

Published: June 17, 2022, 3 p.m.
Duration: 17 minutes 22 seconds

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Rising Yields and Your Retirement

Published: June 10, 2022, 3 p.m.
Duration: 21 minutes 52 seconds

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Why Dividend-Growth Stocks Might Be Good Choices During Inflation

Published: June 3, 2022, 3 p.m.
Duration: 23 minutes 13 seconds

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Does Bitcoin Belong in Your 401(k)?

Published: May 27, 2022, 3 p.m.
Duration: 17 minutes 9 seconds

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Kunal Kapoor: Active Personalization Is the New Active Investing

Published: May 23, 2022, 3 p.m.
Duration: 26 minutes 45 seconds

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What Do the Experts Think about Retirement Income, the Wealth Divide and the Future of Franklin Templeton?

Published: May 20, 2022, 3 p.m.
Duration: 33 minutes 59 seconds

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How to Recession-Proof Your Portfolio and Understand Supply Chain Shortages

Published: May 13, 2022, 3 p.m.
Duration: 23 minutes 59 seconds

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Which Companies Top Morningstars REIT List?

Published: May 6, 2022, 3 p.m.
Duration: 36 minutes 20 seconds

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Warren Buffett and Berkshire Hathaway

Published: April 29, 2022, 3 p.m.
Duration: 23 minutes

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Utilities Stocks and Interest Rates

Published: April 22, 2022, 3 p.m.
Duration: 28 minutes 16 seconds

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Is Diversifying Your Portfolio Becoming More Challenging?

Published: April 14, 2022, 3 p.m.
Duration: 28 minutes 13 seconds

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What You Need to Know about Utilities Stocks, Inflation, and 3 Top Stocks

Published: April 8, 2022, 3 p.m.
Duration: 16 minutes 1 second

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How Do Rising Interest Rates Affect Your Retirement Plan, Stocks, and Bonds

Published: April 1, 2022, 3 p.m.
Duration: 41 minutes 39 seconds

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Ed Slotts Thoughts on Qualified Charitable Distributions and Estate Plans

Published: March 25, 2022, 3 p.m.
Duration: 29 minutes 31 seconds

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Ed Slotts 2022 Tax Tips

Published: March 18, 2022, 3 p.m.
Duration: 27 minutes 10 seconds

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2 Bond ETFs and 3 Target-Date Funds You Need to Know About

Published: March 11, 2022, 4 p.m.
Duration: 30 minutes 24 seconds

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How to Derisk Your Portfolio and 3 Top Funds Losing Their Managers

Published: March 4, 2022, 4 p.m.
Duration: 36 minutes 19 seconds

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The Russia-Ukraine Crisis, Wide-Moat Funds, and How Much Cash You Need on Hand

Published: Feb. 25, 2022, 4 p.m.
Duration: 28 minutes 42 seconds

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How to Handle Volatile Markets and Portfolio Planning

Published: Feb. 18, 2022, 4 p.m.
Duration: 21 minutes 51 seconds

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Insights on International Stock Funds, Dividend Stocks, and the Best Funds for Your IRA

Published: Feb. 11, 2022, 4 p.m.
Duration: 22 minutes 41 seconds

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What You Need to Know About Newly Rated Funds, Dividend Stocks, and ETFs in 2022

Published: Feb. 4, 2022, 4 p.m.
Duration: 26 minutes 10 seconds

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What You Need to Know About Sustainability, Tech Stocks, and ETFs in 2022

Published: Jan. 28, 2022, 4 p.m.
Duration: 22 minutes 35 seconds

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What You Need to Know About Retirement Savings, Withdrawal Rates, and Market Volatility

Published: Jan. 21, 2022, 4 p.m.
Duration: 36 minutes 40 seconds

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What You Need to Know About Credit Scores, Cannabis Stocks, and Rebalancing

Published: Jan. 14, 2022, 4 p.m.
Duration: 23 minutes 37 seconds

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What 2021 Fund and ETF Trends Mean for 2022

Published: Jan. 7, 2022, 4 p.m.
Duration: 29 minutes 30 seconds

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The Latest on Diversification and Insights on 2021s Top Funds

Published: Dec. 17, 2021, 4 p.m.
Duration: 41 minutes 29 seconds

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How to Shop Smart for 529 Savings Plans

Published: Dec. 10, 2021, 4 p.m.
Duration: 20 minutes 47 seconds

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What Do You Need to Know About Crypto?

Published: Dec. 3, 2021, 4 p.m.
Duration: 22 minutes 31 seconds

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Tools for Investing Sustainably

Published: Nov. 19, 2021, 4 p.m.
Duration: 28 minutes 11 seconds

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The Latest on 529 Plans and Insights from Portfolio Makeover Week

Published: Nov. 12, 2021, 4:15 p.m.
Duration: 33 minutes 59 seconds

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The Latest on ESG and What to Expect as 2021 Comes to a Close

Published: Nov. 5, 2021, 3 p.m.
Duration: 27 minutes 26 seconds

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The Latest on ETF Tax Changes and Model Portfolios

Published: Oct. 29, 2021, 3 p.m.
Duration: 30 minutes 55 seconds

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What You Need to Know About Bitcoin ETFs and Muni-Bonds

Published: Oct. 22, 2021, 3 p.m.
Duration: 31 minutes 24 seconds

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Popular Funds and Stock Market Opportunities for Investors

Published: Oct. 15, 2021, 3 p.m.
Duration: 27 minutes 33 seconds

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Arnott vs. Wood: The Case for Electric Vehicles

Published: Oct. 8, 2021, 3 p.m.
Duration: 29 minutes 41 seconds

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Special Presentation: Morningstar Investment Conference

Published: Oct. 1, 2021, 3 p.m.
Duration: 38 minutes 46 seconds

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Market X-Ray: Its Electric! What to Know About the Electric and Hybrid Takeover

Published: Sept. 24, 2021, 3 p.m.
Duration: 15 minutes 42 seconds

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What to Expect from Vanguard and the Stock Market

Published: Sept. 17, 2021, 3 p.m.
Duration: 36 minutes 47 seconds

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Special Presentation: Ed Slott

Published: Sept. 10, 2021, 3 p.m.
Duration: 43 minutes 55 seconds

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Struggling Funds and Stretch IRA Updates

Published: Sept. 3, 2021, 3 p.m.
Duration: 34 minutes 49 seconds

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Tips for Late Savers and QCDs

Published: Aug. 27, 2021, 3 p.m.
Duration: 25 minutes 6 seconds

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Make Mega Contributions to Your Roth IRA

Published: Aug. 20, 2021, 3 p.m.
Duration: 20 minutes 34 seconds

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What are the Signs of a Stable Dividend?

Published: Aug. 13, 2021, 3 p.m.
Duration: 38 minutes 18 seconds

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Inflation Protection and August Financial Tasks

Published: Aug. 6, 2021, 3 p.m.
Duration: 28 minutes 27 seconds

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Why You Should Know These Popular Target-Date Fund Providers

Published: July 30, 2021, 3 p.m.
Duration: 26 minutes 31 seconds

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Closing the Gap: Building Black Dollars

Published: July 23, 2021, 3 p.m.
Duration: 29 minutes 30 seconds

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Market X-Ray: Want to Invest in Infrastructure? Consider These Stocks

Published: July 16, 2021, 4 p.m.
Duration: 18 minutes 40 seconds

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Special Presentation: The Year So Far

Published: July 9, 2021, 3 p.m.
Duration: 32 minutes 35 seconds

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Stocks to Watch and Financial Tasks to Complete this Month

Published: July 2, 2021, 3 p.m.
Duration: 27 minutes 52 seconds

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Hands-Off Strategies and Top Manager Stock Picks

Published: June 25, 2021, 3 p.m.
Duration: 23 minutes 5 seconds

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The Ultimate Stock-Pickers Top New-money Purchase

Published: June 18, 2021, 3 p.m.
Duration: 21 minutes 32 seconds

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How to Keep Track of Your Financial Plan

Published: June 11, 2021, 3 p.m.
Duration: 35 minutes 35 seconds

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Market X-Ray: Wheels Up on Travel Stocks

Published: June 4, 2021, 3 p.m.
Duration: 25 minutes 20 seconds

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Special Presentation: Apple, Tesla, Amazon Undervalued or Not?

Published: May 28, 2021, 3 p.m.
Duration: 28 minutes 48 seconds

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What Do Investors Want?

Published: May 21, 2021, 3 p.m.
Duration: 36 minutes 52 seconds

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How Should You Approach Your Withdrawal Rates?

Published: May 14, 2021, 3 p.m.
Duration: 22 minutes 13 seconds

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Insights from Morningstar CEO Kunal Kapoor

Published: May 7, 2021, 3:15 p.m.
Duration: 40 minutes 22 seconds

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Portfolio Diversification and Yields in 2021

Published: April 30, 2021, 3 p.m.
Duration: 40 minutes 42 seconds

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Tips for Sustainable Investing and Inflation Protection

Published: April 23, 2021, 3 p.m.
Duration: 36 minutes 58 seconds

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Dividends and Wide-Moat Stocks We Like

Published: April 16, 2021, 3 p.m.
Duration: 15 minutes 14 seconds

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Dividend Stock and ESG Fund Picks

Published: April 9, 2021, 3 p.m.
Duration: 14 minutes 32 seconds

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What to Know About Value Investing and Target-Date Blend Funds

Published: April 2, 2021, 3 p.m.
Duration: 26 minutes 55 seconds

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Preparing Your Portfolio for Inflation and the Bubble

Published: March 26, 2021, 3:30 p.m.
Duration: 31 minutes 18 seconds

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The Biden Administration and Your Taxes

Published: March 19, 2021, 3 p.m.
Duration: 20 minutes 14 seconds

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Our Ultimate Stock-Pickers' Favorite Pick

Published: March 12, 2021, 4:30 p.m.
Duration: 20 minutes 22 seconds

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Top Stock Picks for Your Portfolio

Published: March 5, 2021, 4:30 p.m.
Duration: 21 minutes 19 seconds

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The Bear Markets Impact on ETFs

Published: Feb. 26, 2021, 4:35 p.m.
Duration: 35 minutes 44 seconds

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Lessons Learned and Mistakes Made from the 2020 Bear Market

Published: Feb. 19, 2021, 3:25 p.m.
Duration: 20 minutes 15 seconds

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Pandemic Trends and IRA Strategies

Published: Feb. 12, 2021, 4 p.m.
Duration: 17 minutes 31 seconds

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Permanent Changes from the Pandemic and Februarys Financial To-Dos

Published: Feb. 5, 2021, 4:10 p.m.
Duration: 23 minutes 52 seconds

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Real Estate Stocks and IRA Fund Ideas Our Specialists Like

Published: Jan. 29, 2021, 4 p.m.
Duration: 22 minutes 42 seconds

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Utility, Dividend, and ETF Investment Opportunities

Published: Jan. 22, 2021, 4 p.m.
Duration: 24 minutes 3 seconds

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Dividend Picks and Mutual Fund Alternatives for 2021

Published: Jan. 15, 2021, 4 p.m.
Duration: 29 minutes 1 second

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Investment Stories from 2020 and Trends for 2021

Published: Jan. 8, 2021, 4 p.m.
Duration: 32 minutes 37 seconds

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Year-End Tips and Highlights

Published: Dec. 24, 2020, 2 p.m.
Duration: 30 minutes 42 seconds

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The Newest Addition to the S&P 500

Published: Dec. 18, 2020, 4:15 p.m.
Duration: 37 minutes 31 seconds

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The Stock the Top Managers Love

Published: Dec. 11, 2020, 4 p.m.
Duration: 34 minutes 52 seconds

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Tips for Planning Your Year-End Taxes and Emergency Funds

Published: Dec. 4, 2020, 4 p.m.
Duration: 32 minutes 31 seconds

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Managing for the Inevitable: An Interview with the Author of The Taxable Investors Manifesto

Published: Nov. 25, 2020, 11 a.m.
Duration: 17 minutes 17 seconds

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Weighing the Risks and Rewards of High Yields

Published: Nov. 20, 2020, 4 p.m.
Duration: 29 minutes 23 seconds

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How to Use Your HSA and More

Published: Nov. 13, 2020, 4 p.m.
Duration: 31 minutes 49 seconds

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How to Maintain Your Portfolio During Market Volatility and the Election

Published: Nov. 6, 2020, 4 p.m.
Duration: 23 minutes 9 seconds

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What a Fund Managers Ownership Means for Performance

Published: Oct. 30, 2020, 3:30 p.m.
Duration: 37 minutes 8 seconds

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Opportunities to Invest in Travel and Energy

Published: Oct. 23, 2020, 3:05 p.m.
Duration: 23 minutes 43 seconds

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2 Steady Dividend Payers and Tips on Index Concentration

Published: Oct. 16, 2020, 3 p.m.
Duration: 20 minutes 50 seconds

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Sustainable ETFs and Cheap Beverage Makers

Published: Oct. 9, 2020, 4:30 p.m.
Duration: 25 minutes 48 seconds

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The Keys to Financial Success and A Tool for Retirement Planning

Published: Oct. 2, 2020, 3 p.m.
Duration: 32 minutes 36 seconds

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Special Report: Where to Turn When the Political Climate Heats Up

Published: Sept. 25, 2020, 3 p.m.
Duration: 52 minutes 5 seconds

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Top Manager Stock Picks and Todays Low Bond Yields

Published: Sept. 18, 2020, 3 p.m.
Duration: 24 minutes 10 seconds

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Protecting Your Portfolio and Estimating Your Retirement

Published: Sept. 11, 2020, 3 p.m.
Duration: 20 minutes 41 seconds

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How Inflation Can Affect Your Portfolio

Published: Sept. 4, 2020, 3 p.m.
Duration: 23 minutes 33 seconds

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Options for Equity-Income Investors and Pitfalls for Young Investors to Avoid

Published: Aug. 28, 2020, 3 p.m.
Duration: 36 minutes 33 seconds

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An Update on our High-Conviction Picks and the U.S. Dollar

Published: Aug. 21, 2020, 3 p.m.
Duration: 24 minutes 40 seconds

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Our Newest High-Conviction Pick and Four Funds with the Biggest Outflows

Published: Aug. 14, 2020, 3 p.m.
Duration: 32 minutes 52 seconds

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4 Stocks With Dividend Growth Potential and Plans for Your RMDs

Published: Aug. 7, 2020, 5:35 p.m.
Duration: 26 minutes 54 seconds

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3 Stocks That Lost Their Spark and 3 Dividends That Caught Our Eye

Published: July 31, 2020, 4 p.m.
Duration: 25 minutes 25 seconds

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Finding Income in Ultra-Low Yields and the Future of Social Security and Medicare

Published: July 24, 2020, 4:30 p.m.
Duration: 41 minutes

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Approaching Social Security and Upgrading Your Portfolio During a Recession

Published: July 17, 2020, 3:05 p.m.
Duration: 26 minutes 58 seconds

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How Large-Growth Funds and Foreign Stock Funds Fared Against Volatility

Published: July 10, 2020, 3 p.m.
Duration: 27 minutes 59 seconds

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Mid-Year Portfolio Reviews and Investing Excellence Award Winners

Published: June 26, 2020, 3 p.m.
Duration: 48 minutes 46 seconds

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Approaching Asset Allocation During Volatility

Published: June 19, 2020, 3 p.m.
Duration: 12 minutes 7 seconds

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Coronavirus Insights: Economic Impact, Vaccine Update

Published: June 12, 2020, 3 p.m.
Duration: 44 minutes 49 seconds

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The Best Defense for Bear Markets and Estate Planning Must-Haves

Published: June 5, 2020, 3 p.m.
Duration: 40 minutes 55 seconds

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Highly Rated Funds Reopen and 529 Answers

Published: May 29, 2020, 3 p.m.
Duration: 30 minutes 18 seconds

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Rethinking Retirement Income and Investment Strategies

Published: May 22, 2020, 3 p.m.
Duration: 28 minutes 33 seconds

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Secure Dividends in the Healthcare Sector and RMD Solutions for Retirees

Published: May 15, 2020, 3 p.m.
Duration: 45 minutes 16 seconds

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Special Report: Coping With the Financial Toll of COVID-19

Published: May 8, 2020, 3 p.m.
Duration: 30 minutes 8 seconds

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Finding Bank Dividends and Berkshire in a Pandemic

Published: May 1, 2020, 3 p.m.
Duration: 45 minutes 59 seconds

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How Oil Prices Made History and Riding Out the Market Crisis

Published: April 24, 2020, 3 p.m.
Duration: 33 minutes 16 seconds

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Newly Reopened Funds and Ways to Use Bonds in Your Portfolio

Published: April 17, 2020, 3 p.m.
Duration: 33 minutes 43 seconds

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Special Report: How to Cope with Market Volatility

Published: April 9, 2020, 8 p.m.
Duration: 26 minutes 27 seconds

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Healthy Investing Habits and Roth Conversions

Published: April 3, 2020, 3 p.m.
Duration: 29 minutes

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How to Stay Invested Today, Tomorrow, and for the Long-Term

Published: March 27, 2020, 3 p.m.
Duration: 36 minutes 56 seconds

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How to Invest in Times of Volatility, and Opportunities in the Markets

Published: March 20, 2020, 5 p.m.
Duration: 26 minutes 8 seconds

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Managing Investments Amid Volatility and Virus Concerns

Published: March 13, 2020, 5 p.m.
Duration: 17 minutes 35 seconds

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Navigating Market Downturns and Medicare Choices

Published: March 6, 2020, 5 p.m.
Duration: 32 minutes 54 seconds

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All About IRA Picks and Market Volatility

Published: Feb. 28, 2020, 4 p.m.
Duration: 34 minutes 23 seconds

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Dividend Growth Stocks and Funds with High People Ratings

Published: Feb. 21, 2020, 4 p.m.
Duration: 18 minutes 44 seconds

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Fund Picks for IRAs and Why Foreign Stocks Are Lagging

Published: Feb. 14, 2020, 6 p.m.
Duration: 19 minutes 29 seconds

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February Tax Prep and Fund Upgrades

Published: Feb. 7, 2020, 6 p.m.
Duration: 28 minutes 15 seconds

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Dividend Opportunities and Lessons from Experts Forecasts

Published: Jan. 31, 2020, 6 p.m.
Duration: 20 minutes 12 seconds

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3 Foreign Stock Funds and Where to Go Active

Published: Jan. 24, 2020, 6 p.m.
Duration: 26 minutes 32 seconds

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Mutual Funds in 2019 and Financial To-Do List

Published: Jan. 17, 2020, 6 p.m.
Duration: 31 minutes 19 seconds

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Bond Fund Picks and Vanguards Evolution

Published: Jan. 10, 2020, 7:15 p.m.
Duration: 22 minutes 15 seconds

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Contenders to Amazon, SECURE Act, and Enbridge

Published: Dec. 20, 2019, 6 p.m.
Duration: 23 minutes 48 seconds

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ESG Portfolios, Inflation Protection, and AbbVie

Published: Dec. 13, 2019, 6 p.m.
Duration: 31 minutes 47 seconds

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Equity Funds for Retirement and Dividends in Tobacco

Published: Dec. 6, 2019, 6 p.m.
Duration: 30 minutes 42 seconds

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Morningstar Insights Everyday with Alexa

Published: Nov. 29, 2019, 4 p.m.
Duration: 31 seconds

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Underspending in Retirement and Value Standouts

Published: Nov. 22, 2019, 6 p.m.
Duration: 27 minutes 6 seconds

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Bank Dividend Stocks and Choosing Target-Date Funds

Published: Nov. 15, 2019, 6 p.m.
Duration: 24 minutes 53 seconds

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Year-End Financial Planning and Vanguard Dividend Funds

Published: Nov. 8, 2019, 6 p.m.
Duration: 28 minutes 32 seconds

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Dividend Opportunities, Medicare, and Balanced Funds

Published: Nov. 1, 2019, 5 p.m.
Duration: 26 minutes 58 seconds

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529 Ratings and Value and Growth Picks

Published: Oct. 25, 2019, 5 p.m.
Duration: 17 minutes 40 seconds

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Tech Stocks for Dividend Seekers and Choosing Bond Funds

Published: Oct. 18, 2019, 5 p.m.
Duration: 22 minutes 8 seconds

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Dodge & Coxs Success and Diversifying Your Bond Portfolio

Published: Oct. 11, 2019, 5 p.m.
Duration: 18 minutes 1 second

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Vanguards Best Active Large Caps and Stocks with Stable Dividends

Published: Oct. 4, 2019, 4 p.m.
Duration: 18 minutes 28 seconds

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Cheap Dividend Payers, Short-Term Bond Funds, and More

Published: Sept. 27, 2019, 5 p.m.
Duration: 22 minutes 43 seconds

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5 Fund Downgrades and Dividends in Healthcare

Published: Sept. 20, 2019, 5 p.m.
Duration: 32 minutes 15 seconds

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Investing Insights: Vanguard Dividend Growth's Promise and Portfolio De-Risking

Published: Sept. 13, 2019, 5 p.m.
Duration: 25 minutes 30 seconds

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

Published: Sept. 6, 2019, 6:30 p.m.
Duration: 28 minutes 29 seconds

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

Published: Aug. 30, 2019, 5 p.m.
Duration: 24 minutes 40 seconds

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

Published: Aug. 23, 2019, 6 p.m.
Duration: 27 minutes 3 seconds

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

Published: Aug. 16, 2019, 7:27 p.m.
Duration: 30 minutes 39 seconds

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A Dividend Pick, Foreign Investing, and the Benefits of Working Longer

Published: Aug. 2, 2019, 4 p.m.
Duration: 29 minutes 47 seconds

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

Published: July 26, 2019, 4 p.m.
Duration: 29 minutes

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Favorite Funds with Russ Kinnel

Published: July 19, 2019, 3:59 p.m.
Duration: 36 minutes 35 seconds

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Social Security Strategies, Amazon's Future, Long-term Care Planning, and More

Published: July 12, 2019, 5 p.m.
Duration: 29 minutes 25 seconds

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

Published: June 28, 2019, 4 p.m.
Duration: 38 minutes 1 second

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Funds for Yield Seekers, A Favorite Networking Stock, and 3M

Published: June 21, 2019, 6:55 p.m.
Duration: 27 minutes 48 seconds

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

Published: June 14, 2019, 6:42 p.m.
Duration: 22 minutes 30 seconds

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Fixing Social Security, Favorite Mid-Cap Funds, and More

Published: June 7, 2019, 5 p.m.
Duration: 23 minutes 28 seconds

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Large-Caps, 529s, and a Wide-Moat Pick

Published: May 31, 2019, 5:15 p.m.
Duration: 30 minutes 4 seconds

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Morningstar Investment Conference

Published: May 24, 2019, 7:32 p.m.
Duration: 33 minutes 7 seconds

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35 Years of Empowering Investor Success

Published: May 17, 2019, 10 a.m.
Duration: 1 hour 2 minutes 15 seconds

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Berkshire Hathaways Valuation, 3 Funds That Have Lost Their Mojo, and More

Published: May 3, 2019, 5 p.m.
Duration: 28 minutes 47 seconds

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A Solid Dividend, Funds for Retirees, and More

Published: April 26, 2019, 5 p.m.
Duration: 25 minutes 34 seconds

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3 Equity Funds, Michael Kitces on Likability, and More

Published: April 18, 2019, 10 p.m.
Duration: 25 minutes 48 seconds

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Michael Kitces, REITs, Value ETFs, and More

Published: April 12, 2019, 7:26 p.m.
Duration: 32 minutes 46 seconds

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First-Quarter Review, Christine Benz on Managing Cash in Retirement, and More

Published: April 5, 2019, 5 p.m.
Duration: 35 minutes 52 seconds

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Defense and Aerospace Dividends, Tax Benefits of HSAs, Auto Sales, and More

Published: March 29, 2019, 5 p.m.
Duration: 23 minutes 41 seconds

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Lyft IPO, IRA Tips For Later in Life, and More

Published: March 22, 2019, 5 p.m.
Duration: 25 minutes 57 seconds

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Last-Minute IRA Tips, Steady Dividend Payers, and More

Published: March 15, 2019, 5 p.m.
Duration: 22 minutes 15 seconds

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Morningstar's Picks for IRAs

Published: March 8, 2019, 7 p.m.
Duration: 30 minutes 42 seconds

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3 Good Ideas for IRAs, Housing, and More

Published: March 1, 2019, 6 p.m.
Duration: 21 minutes 15 seconds

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3 New Morningstar Medalists, 4 Hidden Benefits of Roth IRAs, and More

Published: Feb. 22, 2019, 6 p.m.
Duration: 21 minutes 25 seconds

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Earnings from Coke and Cisco, Generating Cash Flow in Retirement, and More

Published: Feb. 15, 2019, 6 p.m.
Duration: 18 minutes 20 seconds

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Earnings from GM and Disney, Bill Gross, Starbucks, Obscure IRA Rules, and More

Published: Feb. 8, 2019, 6 p.m.
Duration: 33 minutes 26 seconds

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Earnings from Apple and Facebook, Portfolio Tuneups, and More

Published: Feb. 1, 2019, 6 p.m.
Duration: 22 minutes 2 seconds

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Earnings from Netflix, The Government Shutdown, and More

Published: Jan. 25, 2019, 6 p.m.
Duration: 38 minutes 9 seconds

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Remembering Jack Bogle

Published: Jan. 18, 2019, 8 p.m.
Duration: 31 minutes 18 seconds

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3 Newly Reopened Funds, Bargains in Banking, and More

Published: Jan. 11, 2019, 6 p.m.
Duration: 29 minutes 17 seconds

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Dividend Picks, Apple Undervalued, and Vanguard's 2018

Published: Jan. 4, 2019, 8 p.m.
Duration: 39 minutes 6 seconds

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Year-End To-Do's, Dividends, and Oracle

Published: Dec. 21, 2018, 4 p.m.
Duration: 28 minutes 46 seconds

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RMD Traps to Avoid, Gold-Rated Funds That Are Taking a Beating, and More

Published: Dec. 14, 2018, 6 p.m.
Duration: 28 minutes 24 seconds

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Portfolio Makeovers, Volatility, and Exxon's Dividend

Published: Dec. 7, 2018, 8 p.m.
Duration: 30 minutes 10 seconds

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