In this week’s podcast, we share what industrial stocks our Ultimate Stock Pickers bought, David Blanchett addresses what today's low bond yields mean for retirement planning, Russ Kinnel breaks down the criteria for Medalist ratings, and Christine Benz encourages investors to resist the urge to change their portfolios around the election.

Investing Insights

Top Manager Stock Picks and Today’s Low Bond Yields

In this week’s podcast, Alex Bryan tells investors how to bolster their portfolios when the dollar declines, David Blanchett explains how investors can estimate the length of their retirements, we shine a light on two overlooked stocks, and we share the wide-moat name that three of our favorite managers invested in.

Protecting Your Portfolio and Estimating Your Retirement

In this week’s podcast, Christine Benz discusses how inflation could affect investors of all ages, Chelsey Tam highlights stocks in China’s technology sector, and Ben Johnson sheds a light on how actively managed funds have been performing.

How Inflation Can Affect Your Portfolio

In this week’s podcast, Dan Lefkovitz finds opportunities for equity-income investors, Christine Benz helps young investors avoid pitfalls, Amy Arnott shares trends in U.S. investor returns, and Russ Kinnel uncovers tips for navigating bear markets.

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

In this week’s podcast, we share two names we removed from our list of high-conviction picks in August, Christine Benz discusses the weakness in the U.S. dollar today, Christine Benz addresses retirement during a pandemic, and our analysts list three highly rated international funds for your portfolio.

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

In this week’s podcast, we share which utility stock we added to our list of high-conviction picks for August, Russ Kinnel uncovers which funds had the biggest outflows, Christine Benz discusses early retirement during a pandemic, Maria Bruno explores where people can find extra cash, and Russ Kinnel shares the top funds for income seekers.

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

In this week’s podcast, we highlight four utilities that have strong growth prospects, Maria Bruno talks about RMDs, Christine Benz discusses the fate of the 60/40 portfolio, Alex Bryan shows investors how to keep up with momentum investing, and we share four stocks we expect will struggle to increase their dividends.

4 Stocks With Dividend Growth Potential and Plans for Your RMDs

In this week’s podcast, we discuss three stocks our analysts have removed from their list of high-conviction picks,we explain why these undervalued utilities offer investors opportunity for capital appreciation and yield, Christine Benz explores which bonds are the right fit for retirees today,and Alex Bryan addresses the role treasuries should play in a portfolio even when yields are low.

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

In this week’s podcast, Christine Benz uncovers the places income-seekers should search, Mark Miller discusses the pandemic’s impact on Social Security and Medicare, our analysts share 3 bond fund picks, Ben Johnson maps out the growing strategic-beta fund landscape, and Christine Benz encourages retirees to be flexible with their spending plans.

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

In this week’s podcast, Mark Miller encourages people to explore their options before filing for social security, Christine Benz explores strategies to upgrade your portfolio during a recession, we share two stocks our analysts have their eyes on, and our analysts comment on Amazon’s big presence in the market.

Approaching Social Security and Upgrading Your Portfolio During a Recession

In this week’s podcast, Russ Kinnel discusses large-growth funds, Dan Sotiroff answers questions about the performance of foreign stock funds, Damien Conover shares his outlook for the healthcare sector, Dave Meats covers how energy stocks performed in the second quarter, Erin Lash finds opportunities in the consumer defensive sector, and Brian Colello unpacks how the technology sector rallied in the second quarter.

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

In this week’s podcast, Christine Benz details what investors should have on their radar for mid-year portfolio reviews, Sarah Bush highlights three individuals awarded for Investing Excellence, Jackie Cook breaks down the basics and importance of proxy voting, Ben Johnson discusses how fund fees have contracted in recent years and Russ Kinnel shares his favorite foreign large value funds.

Mid-Year Portfolio Reviews and Investing Excellence Award Winners

In this week’s podcast, Christine Benz provides tips for approaching asset allocation when the stock market is volatile, Travis Miller shares three utility names in promising positions, and Kevin Brown highlights two companies that are paying above average dividends.

Approaching Asset Allocation During Volatility

In this week’s podcast, we are pleased to present “Coronavirus Insights: Economic Impact, Vaccine Update.” Preston Caldwell and Karen Andersen from Morningstar Research Services discuss the impacts COVID-19 will have on the economy and when we can expect a vaccine. 

Coronavirus Insights: Economic Impact, Vaccine Update

In this week’s podcast, Russ Kinnel examines previous bear markets to figure out the best defense, Christine Benz shares the must-have documents for estate planning, Alec Lucas surveys the dividend landscape, Christine Benz offers advice for creating income when yields are low and provides a personal finance to-do list. 

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

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