In this week’s podcast, we find opportunities in the second-worst-performing sector of 2020, Christine Benz shares tips for revisiting withdrawals as retirement goes on, Ben Johnson finds ETF picks in unpopular categories, and Christine Benz explains how to find the right amount of stock exposure in retirement.  

Investing Insights

Utility, Dividend, and ETF Investment Opportunities

In this week’s podcast, Dan Lefkovitz sees a brighter outlook for dividends this year, Mike Hodel finds dividend opportunities for 2021, Christine Benz helps investors to assess their financial goals, Russ Kinnel lists the pros and cons of various investment vehicles, and Christine Benz shares her financial to-do calendar.

Dividend Picks and Mutual Fund Alternatives for 2021

In this week’s podcast, Russ Kinnel highlights 2020’s highs and lows for funds, Ben Johnson shares the top ETF stories for 2020, Maria Bruno tells retirees what to look out for in 2021, Dan Kemp predicts investment themes for the new year, and Christine Benz outlines the pros and cons of investing apps.

Investment Stories from 2020 and Trends for 2021

In this week’s podcast, we look at three highly-rated funds that are struggling, we highlight three Morningstar Medalist funds that are thriving, Ed Slott discusses the tax implications on charitable giving, Tim Steffen suggests strategies for year-end taxes, and Christine Benz breaks down the new math on emergency funds.

Year-End Tips and Highlights

In this week’s podcast, Ben Johnson gives his take on Tesla joining the S&P 500, Ed Slott provides strategies for a no-RMD year, our analysts highlight three high-quality stocks, Ed Slott discusses taxes in 2021 and beyond, and Christine Benz shares tips for people who might temporarily be in a lower tax bracket.

The Newest Addition to the S&P 500

In this week’s podcast, we reveal what stock was the high-conviction purchase for five of our favorite managers, Ben Johnson discusses the tax efficiency of ETFs, Christine Benz encourages investors to consider direct giving, Tim Steffen shares tax strategies for retirees, and Tom Whitelaw shows investors how to assess liquidity.

The Stock the Top Managers Love

In this week’s podcast, Tim Steffen from Pimco shares year-end tax planning ideas, Christine Benz emphasizes the importance of emergency funds, Russ Kinnel finds a light at the end of the tunnel, David Swartz picks two bargains in the retail industry, and Michael Jantzi uncovers how investors are embracing sustainable investing.

Tips for Planning Your Year-End Taxes and Emergency Funds

This week on the podcast, we’re pleased to present a special bonus interview between Morningstar Editor In Chief Nic Owens and Stuart Lucas, author of "The Taxable Investor’s Manifesto."

A New Look at Managing Profits: An Interview with Stuart Lucas

In this week’s podcast, Alex Bryan highlights ETFs with high yields and high risks, our analysts share two stocks they are excited about, Christine Benz offers advice for open enrollment during the pandemic, Russ Kinnel provides fund ideas for foreign stocks, and Alyssa Stankiewicz discusses Morningstar's new ESG Commitment Level.

Weighing the Risks and Rewards of High Yields

In this week’s podcast, we highlight three Morningstar medalist funds struggling this year, Christine Benz shares takeaways from portfolio makeover week and interviews one of her portfolio makeover subjects, Leo Acheson encourages investors to use HSAs as investment accounts, and Alex Bryan shows investors where they can find yield.

How to Use Your HSA and More

In this week’s podcast, Ben Johnson suggests coping strategies for market turbulence, Ian Tam encourages investors to avoid adjusting their portfolios in anticipation of the election outcome, we highlight three highly-rated Morningstar Medalist funds, Russ Kinnel explains fund upgrades and downgrades, and we share what we think Tesla is worth.

How to Maintain Your Portfolio During Market Volatility and the Election

In this week’s podcast, Russ Kinnel explains the connection between manager ownership and fund performance, Ben Johnson highlights the subjectivity of indexes, T. Rowe Price's Jerome Clark is recognized for pioneering the target-date structure, and Joachim Kotze discusses the outlook for Rolls-Royce.

What a Fund Manager’s Ownership Means for Performance

In this week’s podcast, we share three travel names we like, we highlight an undervalued energy stock, Pimco’s Mohit Mittal discusses how the coronavirus has impacted his team and the market, and we break down the basics and benefits of 529 college savings plans.

Opportunities to Invest in Travel and Energy

In this week’s podcast, Damien Conover examines how the healthcare sector has handled pandemic pressures, Kevin Brown names two REITs with high dividend payouts, Ben Johnson gives investors tips on index concentration, Brian Colello shares what we can expect from the technology sector, and Dave Meats addresses the massive impacts coronavirus has had on the energy sector. 

2 Steady Dividend Payers and Tips on Index Concentration

In this week’s podcast, Alex Bryan explores the growing landscape of ESG ETFs, Russ Kinnel prepares investors for what they can expect from mutual fund capital gains this year, Aron Szapiro explains how election results can impact policy, and Erin Lash shares opportunities for investors in the consumer defensive sector.

Sustainable ETFs and Cheap Beverage Makers

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.

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Investing Insights

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