In this week’s podcast, Christine Benz discusses expectations for stocks and bonds and then shares her insights on your portfolio plan; then, Susan Dziubinski and Christine Benz talk about handling the volatile market; and finally, Keith Reid-Cleveland tells you what questions you need to ask a financial advisor.

Investing Insights

How to Handle Volatile Markets and Portfolio Planning

In this week’s podcast, Nicholas Goralka and Susan Dziubinski discuss international stock funds, Christine Benz shares her tips for IRA contributions, Russ Kinnel discusses 3 funds for an IRA, and Dave Sekera shares his insights into dividend stocks.

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

In this week’s podcast, Nicholas Goralka and Susan Dziubinski discuss newly rated funds from Morningstar’s analysts, Ben Johnson discusses ETFs for your IRA, Christine Benz shares her February financial to-do list, and David Harrell and Dave Sekera share their insights into dividend stocks.

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

In this week’s podcast, Russ Kinnel and Susan Dziubinski share insights on funds in 2022, Ben Johnson discusses ETFs to protect your portfolio, Sachin Nagarajan shares his tips for investing in tech stocks, and Leslie Norton sits down with Michael Jantzi, founder of Sustainalytics, to talk about sustainable investing.

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

In this week’s podcast, David Harrell and Dave Sekera share insights on dividend stocks in 2022, Amy Arnott and Susan Dziubinski give us tips for retirement savings, Christine Benz tells us how to set a retirement withdrawal rate and then discusses what kinds of retirement portfolios can withstand volatility.

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

In this week’s podcast, Christine Benz and Susan Dziubinski tell us what issues retirees face in 2022, Carole Hodorowicz shows us how to improve your credit score, Amy Arnott shares her rebalancing tips, and Kris Inton discusses cannabis stocks.

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

In this week’s podcast, Christine Benz and Susan Dziubinski tell us how to tackle important financial tasks in 2022, Ben Johnson shares his insights on ETF trends from 2021, Russ Kinnel reflects on the year in funds, and Jason Kephart looks at whether the 60/40 portfolio held up in 2021.

What 2021 Fund and ETF Trends Mean for 2022

In this week’s podcast, Alec Lucas discuss Vanguard in 2021, Amy Arnott fills us in on the latest diversification strategies for 2022, Christine Benz shares her tips for new retirees, and Robby Greengold shares his thoughts on Fidelity’s run in 2021.

The Latest on Diversification and Insights on 2021’s Top Funds

In this week’s podcast, Adam Millson from Morningstar Research Services joins Susan Dziubinski from Morningstar Inc to provide tips for finding the best 529 plan, a roundup of the top 3 plans in Morningstar’s coverage, and a list of plans to avoid.

How to Shop Smart for 529 Savings Plans

In this week’s podcast, Kristoffer Inton shares his take on cryptocurrency, Onramp Invest CEO Tyrone Ross gives advisors tips for their crypto curious clients, and Ben Johnson fills us in on new crypto ETF strategies.

What Do You Need to Know About Crypto?

In this week’s podcast, we explore two approaches to sustainable investing, Jackie Cook urges investors to make a positive impact with their portfolios, and Hortense Bioy shows us what to look for in an investment’s sustainability claims.

Tools for Investing Sustainably

In this week’s podcast, Susan Dziubinski and Jason Kephart discuss collective investment trusts, Adam Millson fills us in on the latest 529 plan ratings, and Christine Benz shares her tips for RMD season as well as her takeaways from portfolio makeover week.

The Latest on 529 Plans and Insights from Portfolio Makeover Week

In this week’s podcast, Alyssa Stankiewicz and Hortense Bioy discuss the best approaches to ESG investing, Amy Arnott fills us in on why investors earn less than the funds they invest in, Russ Kinnel predicts what to expect for capital gains payouts in 2021, and Christine Benz has your November financial to-do list.

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

In this week’s podcast, Ben Johnson unpacks what tax changes could be in store for ETF investors, Jason Kephart fills us in on why asset managers are teaming up, Russ Kinnel discusses well-regarded funds having a tough year, and Tim Steffen has some year-end tax planning tips for us. 

The Latest on ETF Tax Changes and Model Portfolios

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