Investing Insights

A thoughtful look at investing opportunities and risks beyond the market headlines, plus personal fi

Episodes

Total: 132

Could Company 401(k)s Go the Way of IBM?
2024/1/26

John Rekenthaler, vice president of research for Morningstar Research Services, discusses IBM’s 401(

Why Now Is the Time for Value Investing
2024/1/19

Sarah Hansen, Morningstar Inc markets reporter, talks about different scenarios that could provide a

AI Can Help Restaurants Innovate, But Will It Deliver Profits?
2024/1/12

Sean Dunlop, an equity analyst for Morningstar Research Services, talks about how some restaurants a

Betting Big on Stocks Rarely Beats Boring Investing
2024/1/5

Jack Shannon, a senior manager research analyst for Morningstar Research Services, explains why some

5 Pieces of Good News for Investors as 2023 Wraps Up
2023/12/22

Tom Lauricella, Morningstar Inc’s global markets editor and Smart Investor newsletter editor, discus

Charlie Munger, Warren Buffett Built Berkshire Hathaway to Thrive After They’re Gone
2023/12/15

Sarah Hansen, Morningstar Inc markets reporter, discusses why optimism and worry loom over the holid

Why are Active ETFs Everywhere, and Are Investors Abandoning Mutual Funds?
2023/12/8

With interest rates likely to stay on the higher side, investors should realize that there is money

Timing the Market Doesn’t Work — We Did the Math
2023/12/1

Adam Fleck, director of research for ratings and ESG for Morningstar Research Services, explains why

Make the Most of Your HSA Benefits and Investments in 2024
2023/11/24

Margaret Giles, Morningstar Inc editor, discusses how to use HSA benefits and the 2024 HSA contribut

Headwinds Hold Airlines Back, But Check Out These Travel Stocks for the Holidays
2023/11/17

Nic Owens, industrials equity analyst for Morningstar Research Services, discusses how Southwest is

Higher Bond Yields and Interest Rates Are Here to Stay
2023/11/10

Sarah Hansen, Morningstar Inc markets reporter, explains the new normal of bond yields and interest

New iShares Target-Date ETFs Provide Different Retirement Saving Path
2023/11/3

Megan Pacholok, Morningstar Research Services senior manager research analyst, discusses BlackRock’s

5 Scary Stocks for You to Avoid This Halloween
2023/10/27

In today’s episode, Morningstar Research Services’ equities strategist Eric Compton talks about the

Navigating Medicare Open Enrollment for 2024
2023/10/20

Mark Miller, “Retirement Reboot” author, explains the differences between traditional Medicare and M

Falling Mutual Fund and ETF Fees a ‘Big Win for Investors’
2023/10/13

Bryan Armour, director of passive strategies research for North America at Morningstar Research Serv

TikTok: Risky Tax Advice and Supersize Valuations
2023/10/6

Tax expert Ed Slott explains why following some tax advice on TikTok could lead to an IRS audit. Jac

Payment Pause Ends: Student Loan Expert Shares Repayment Tips
2023/9/29

Betsy Mayotte, founder of The Institute of Student Loan Advisors, explains the benefits of federal s

UAW Strike Raises Investor Risks
2023/9/22

Also, why Morningstar thinks the Federal Reserve will cut interest rates earlier than projected.Dave

3 of the Best Robo-Advisors, and One of the Worst
2023/9/15

Morningstar Research Services’ Amy Arnott, portfolio strategist, and Gabe Denis, senior manager rese

Stocks to Consider as the U.S. Pushes to Reclassify Cannabis
2023/9/8

In today’s episode, Morningstar Inc’s investment specialist Susan Dziubinski highlights three divide