Investing Insights

Mark Miller, author of Retirement Reboot, explains why Social Security benefits are taxable, and how a bill aiming to eliminate taxes on Social Security would pay for the program.  

Read more about these topics from this episode.

Salesforce Earnings: Firm Declares a Dividend https://www.morningstar.com/stocks/salesforce-earnings-firm-declares-dividend

Snowflake Earnings: Revenue Outlook Disappoints; New CEO Taking Over https://www.morningstar.com/stocks/snowflake-earnings-revenue-outlook-disappoints-new-ceo-taking-over

Macy’s Earnings: Another Strategic Plan Is Unveiled, but Sales Growth Elusive https://www.morningstar.com/stocks/macys-earnings-another-strategic-plan-is-unveiled-sales-growth-elusive

Social Security Is Taxable? Don’t Be Caught Off Guard. https://www.morningstar.com/retirement/social-security-is-taxable-heres-how-determine-what-you-owe

What to watch from Morningstar.

SPY Vs VOO: Which of Warren Buffett’s Two ETFs Are a Better Bet? https://www.youtube.com/watch?v=WBVXw2Ih6qY

How to Get the Most Out of Your Bond Investments https://www.youtube.com/watch?v=UNnt-eBXojg

Should You Bet on Online Gambling Stocks Now? https://youtu.be/ltcMHu3RYYk?si=lfCgPUcU5Fvg19Uj When Will the Fed Finally Cut Rates? https://youtu.be/CcbUDKtnzNQ?si=n5Z2kbuHPPgW6CCN

Could Company 401(k)s Go the Way of IBM? https://youtu.be/QAxokyStJ3o?si=_18V0O8syb1otbor

Read what our team is writing: Ivanna Hampton

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Walmart shares are overvalued, but Nvidia and Home Depot are fairly valued. Warren Buffet’s Berkshire Hathaway released its 13F for Q42023, and only two ETFs were on it – one of them earns the coveted Gold rating. 

Walmart’s Q4 Exceeded Expectations

Nvidia’s Stellar Quarter and AI Demand

Home Depot Felt Macro Pressures in Q4

Berkshire Hathaway Releases Its 13F

SPY and VOO

People and Process Pillar Ratings

Why Does Vanguard Have a Better Rating?

Structural Differences Between SPY and VOO

Outlook for Vanguard in 2024

Vanguard’s 2024 International Business Outlook

Advice in 2024

Read about topics from this episode.  

Walmart Earnings: Low Prices Winning Over Customers, Who Are Spending More 

Nvidia Earnings: Revenue Boom Fuels AI Hype 

Home Depot Earnings: Prudently Navigating Macro Pressures With Strategic Execution 

Berkshire Hathaway 13F Filing: More Sells Than Buys in Quieter Q4

Vanguard S&P 500 ETF Still Sets a High Bar for Index-Tracking 

What’s in Store for Vanguard’s Funds, ETFs, and More in 2024 

What to watch from Morningstar.

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

Should You Bet on Online Gambling Stocks Now?

When Will the Fed Finally Cut Rates?

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

Read what our team is writing:

Ruth Saldanha 

Mo'ath Almahasneh 

Daniel Sotiroff 

Susan Dziubinski 

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Maciej Kowara, strategist for Morningstar Research Services, and Alec Lucas, director of manager research for Morningstar Research Services, talk about what surprised them about their research about bond investments.

Typical Bond Portfolio

How to Create Portfolio Optimized for Best Risk-Adjusted Returns

Sharpe-Optimized Portfolio  

Bank Loans and Corporate Bonds

Why Should Investors Trust This Portfolio?

Risk-Adjusted Portfolio vs. 60/40 Portfolio

How Investors Can Use Our Research

What Could Go Wrong with a Risk-Adjusted Portfolio?

Read about topics from this episode.  

How to Invest Better With Bonds

3 Bond Funds for All Yield Seasons

The Best Bond ETFs

What to watch from Morningstar.

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

Should You Bet on Online Gambling Stocks Now?

When Will the Fed Finally Cut Rates?

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

Read what our team is writing:

Ivanna Hampton

Maciej Kowara

Alec Lucas

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Noah Rohr, equity analyst for Morningstar Research Services, explains how Walmart’s stock split will work, and what he’s looking for in the retailer’s earnings report. Sylvester Flood, senior product manager for Morningstar Inc, tells Ruth Saldanha, editorial manager for Morningstar Research Inc, why the demand for spot bitcoin ETFs is expected to grow.

Disney’s Climbing Margins in Q1

Ford’s Cutting Costs After UAW Strike

CVS 2024 Outlook Trimmed

Walmart Stock Split

Why Is Walmart Splitting Its Stock?

Will This Stock Split Help Investors?

What to Look for in Walmart’s Earnings 

Walmart Stock 

Spot Bitcoin ETFs

How Much Money Went Into The Spot Bitcoin ETF Launch?

ETF Flows

How to Calculate ETF Flow Numbers

New Net Money vs. Flow from One ETF to Another

‘Easy Button’ for Advisors Investing in Bitcoin 

Read about topics from this episode.  

Disney Earnings: Lots of Good, Especially for the Flashy Metrics, but Underlying Issues Remain 

Ford Earnings: Pricing Eases UAW Strike Damage 

CVS Earnings: Outlook Trimmed Due to Elevated Medical Utilization In Medicare Advantage Business 

Walmart Earnings: Top Line Expands as Consumers Seek Value Amid Tighter Economic Conditions

Spot Bitcoin ETFs Are Here. Should You Invest? 

What to watch from Morningstar.

Should You Bet on Online Gambling Stocks Now?

When Will the Fed Finally Cut Rates?

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

Why Now Is the Time for Value Investing

Read what our team is writing:

Ivanna Hampton

Noah Rohr 

Ruth Saldanha 

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Dan Wasiolek, a senior equity analyst for Morningstar Research Services, discusses the exciting opportunity to invest in gambling stocks. Larry Swedroe, author and Morningstar contributor, explains why chasing market performance and factoring in political beliefs into investing decisions can cost investors.

Meta’s First Dividend

Boeing on Pause for Quality Control

Novo Nordisk’s Strong Sales in Q4

The Gaming Industry and Online Gambling  

Flutter on the NYSE

FanDuel vs. DraftKings

Online Sports Betting

Gambling Stocks

3 Investing Lessons Investors Can Start Practicing Today

Don’t Go Chasing Market Performance

Why Do We Diversify?

Do Your Political Beliefs Influence How You Invest?

Read about topics from this episode.  

Meta Earnings: Strong Ad Growth, First Dividend Supercharge Stock Price 

Boeing Earnings: Quality Puts a Pause on 737 MAX Expansion 

Novo Nordisk Earnings: Strong Outlook Supported by Expanding Pipeline 

DraftKings Earnings: Robust Sales and Profit Outlook Dealt as Platform Wins With Customers 

12 Lessons the Market Taught Investors in 2023

What to watch from Morningstar.

When Will the Fed Finally Cut Rates? 

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

Why Now Is the Time for Value Investing

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

Read what our team is writing:

Ivanna Hampton 

Dan Wasiolek 

Larry Swedroe 

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Interest rates could likely be coming down, we discuss when, and we also talk about how much an ETF costs. And as the Magnificent Seven results start to roll in, are some of these stocks a buy?

00:33 Tesla’s Slower Growth in 2024

01:37 Verizon’s Strong Q4

02:36 Netflix’s Booming Subscriber Growth

03:31 The Total Cost of Owning an ETF

04:19 Why Do the Costs of ETFs Vary?

04:49 How Should Investors Measure ETF Holding Costs?  

05:39 Tracking Costs vs Tracking Error

06:21 What Are Transaction Costs?

06:51 Holding Costs vs Transaction Costs

07:45 Fed Unlikely to Cut Interest Rates in March, but What About May?

Read about topics from this episode.  

Tesla Earnings: Slower Growth Expected in 2024 

Verizon Earnings: Stellar Cash Flow and Pricing Discipline Bode Well 

Netflix Earnings: Performance and Outlook Impressive, but Subscriber Growth Should Moderate

What Is the Total Cost of Owning an ETF? 

When Will the Fed Start Cutting Interest Rates?

What to watch from Morningstar.

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

Why Now Is the Time for Value Investing

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

Betting Big on Stocks Rarely Beats Boring Investing

Read what our team is writing:

Ruth Saldanha 

Zachary Evens 

Preston Caldwell

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John Rekenthaler, vice president of research for Morningstar Research Services, discusses IBM’s 401(k) plan change and why many workers would want something similar. Nic Owens, an industrials equity analyst for Morningstar Research Services, talks about how Boeing’s 737 safety issues affect the company’s outlook and stock.

Taiwan Semiconductor Manufacturing’s Improved Outlook

Citigroup’s Disappointing Q4

BP’s New CEO

IBM Retirement Accounts  

IBM’s Retirement Benefit Account vs 401(k) Match Plan

Why Did IBM Switch from a 401(k) Match to the Retirement Benefit Account?

Advantages and Disadvantages

Will Other Companies Follow IBM’s Lead?

Boeing’s Manufacturing Flaws

FAA Safety Alert Targets Older Boeing 737s 

How Is Boeing Improving Safety Standards?

Boeing Stock Outlook

Read about topics from this episode.  

Taiwan Semiconductor Earnings: Upbeat Guidance and Lower 2024 Capital Expenditure Encouraging 

Citigroup Earnings: Turnaround Remains Complex, Expense Management Is Promising 

Despite Trimming Some Targets, BP Still Holds One of the More Aggressive Transition Strategies

Boeing: We Quantify the Fallout from 737 Manufacturing Defects Between $1 and $30 Per Share

Has IBM Built the Next Generation’s 401(k) Plan? 

What to watch from Morningstar.

Why Now Is the Time for Value Investing

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

Betting Big on Stocks Rarely Beats Boring Investing

5 Pieces of Good News for Investors as 2023 Wraps Up

Read what our team is writing:

Ivanna Hampton

John Rekenthaler 

Nicolas Owens 

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Sarah Hansen, Morningstar Inc markets reporter, talks about different scenarios that could provide a boost to value investing in 2024. Bryan Armour, director of passive strategies research for North America for Morningstar Research Services, explains why spot bitcoin ETFs are the best option on the fund market for bitcoin investors.

00:45 BlackRock’s Earnings Surpassed Morningstar’s Expectations

01:48 Coinbase Benefits from Higher Trading Revenue

02:58 Should You Invest in Spot Bitcoin ETFs?

03:36 Spot Bitcoin ETF vs Bitcoin Futures ETF

05:05 Bitcoin Risks to Investors

06:15 What Investors Should Consider Before Buying a Spot Bitcoin ETF

08:51 Could Value Stocks Take the Lead in 2024?

09:57 Value Stocks vs Growth Stocks

10:54 Opportunities for Investors

11:54 Are Value Stocks Making a Comeback?

Read about topics from this episode.  

BlackRock Earnings: GIP Acquisition Provides a Boost to Improving AUM Growth Forecast 

Is Coinbase Stock a Buy, a Sell, or Fairly Valued? 

Spot Bitcoin ETFs Are Here. Should You Invest? 

Will Value Stocks Take the Lead In 2024? 

What to watch from Morningstar.

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

Betting Big on Stocks Rarely Beats Boring Investing 

5 Pieces of Good News for Investors as 2023 Wraps Up 

Charlie Munger, Warren Buffett Built Berkshire Hathaway to Thrive After They’re Gone

Read what our team is writing:

Ivanna Hampton

Sarah Hansen 

Bryan Armour 

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Sean Dunlop, an equity analyst for Morningstar Research Services, talks about how some restaurants are using artificial intelligence to tailor their menus to customers’ tastes and whether tip-flation is here to stay.  

Tech and the Restaurant Industry  

Can AI Speed Up Tech Evolution?

How Digital Adoption Can Grow Bottom Lines

"Tipflation” Frustration

Loyalty Programs Lead to Higher Customer Spending

Social Media and Advertising Buzz Restaurant Industry Forecast for 2024

Restaurant Stock Opportunities 

Read about topics from this episode.  

Toast Earnings: Shares Fall on Lofty Expectations and Slowing Restaurant Sales and Are Now Cheap

Restaurant Brands Earnings: Global Systemwide Sales Growth Encouraging, Modest Development Hiccup

Yum Earnings: Digital Strength and Value Orientation Should Defend Results Despite Tough Backdrop

Wendy’s Earnings: Solid Digital and International Progress Encouraging; Shares Slightly Cheap

7 Charts On the AI Stock Boom One Year After ChatGPT’s Launch

Where Are the Growth Opportunities in AI Investing?

What to watch from Morningstar.

Charlie Munger, Warren Buffett Built Berkshire Hathaway to Thrive After They’re Gone

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

Timing the Market Doesn’t Work — We Did the Math

Make the Most of Your HSA Benefits and Investments in 2024

Read what our team is writing:

Ivanna Hampton

Sean Dunlop, CFA

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Jack Shannon, a senior manager research analyst for Morningstar Research Services, explains why some active fund managers’ bets on their highest conviction stock picks paid off, but their portfolio performance may not have shown it.

What is a “Big Bet”?

Active Managers Are Increasing Their Big Bets

Did Big Bets Help or Hurt Portfolios?

Wagering and the Magnificent Seven

Can Market Concentration Explain Big Bets?

Best and Worst Bets Over the Last 25 Years

Did Winning Stock Pickers Beat The Benchmark Again?

Key Takeaway for Investors

Read about topics from this episode.  

The Best and Worst Mutual Fund Bets of the Past 25 Years

How Have the Magnificent Seven’s Earnings Been Looking?

Here’s Why Active ETFs Are So Hot Right Now

Large-Growth Active Fund Managers Have Faced an Uphill Battle

10% Stock Weights Are No Longer Shocking for Funds. Should They Be?

What to watch from Morningstar.

Charlie Munger, Warren Buffett Built Berkshire Hathaway to Thrive After They’re Gone

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

Timing the Market Doesn’t Work — We Did the Math

Make the Most of Your HSA Benefits and Investments in 2024

Read what our team is writing:

Ivanna Hampton

Jack Shannon

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Tom Lauricella, Morningstar Inc’s global markets editor and Smart Investor newsletter editor, discusses some of this year’s biggest headlines including the Federal Reserve signaling an end to hiking interest rates, the bond market’s performance, and the AI boom.

What to Expect from the Fed in 2024

Inflation and Housing  

Dropping Bond Yields 

The Magnificent Seven Stocks

Nvidia Stock vs Cisco Stock

Who Is Next to Benefit from AI?

Outlook for Obesity Drug Stocks 

The Bond Market in 2023

2024 Outlook

Read about topics from this episode.  

Fed Inches Closer to 2024 Rate Cuts

How Have the Magnificent Seven’s Earnings Been Looking?

Nvidia 2023 vs. Cisco 1999: Will History Repeat?

7 Charts On the AI Stock Boom One Year After ChatGPT’s Launch

Obesity Drug Stocks: Where to Invest Now

The 4 Biggest Market Stories of 2023 — and What’s Next in 2024

What to watch from Morningstar.

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

Timing the Market Doesn’t Work — We Did the Math

Make the Most of Your HSA Benefits and Investments in 2024

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

Read what our team is writing:

Tom Lauricella

Ivanna Hampton

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Sarah Hansen, Morningstar Inc markets reporter, discusses why optimism and worry loom over the holiday shopping season. Gregg Warren, strategist for Morningstar Research Services, talks about how Munger’s passing will impact Berkshire and his outlook for the company. He also shares one of his favorite quotes from the sharp-witted investing legend. 

Instacart’s Competition

Lululemon’s Q3 Beats Morningstar’s Expectations

Holiday Shopping Season and Consumer Spending

Retailers’ Mood

Sales Expectations

How the Loss of Charlie Munger Could Impact Berkshire Hathaway

Charlie Munger & Warren Buffett Laid the Groundwork for a Successful Transition

Morningstar’s Outlook on Berkshire Hathaway’s Stock

How Charlie Munger and Warren Buffett Inspired Investors

Favorite Charlie Munger Quote 

Read about topics from this episode.  

Instacart: Market Dominance at Risk With Heightened Competition

Lululemon Earnings: Strong Momentum Leading Into a Competitive Holiday Period

November Jobs Report Shows Steady Strength In Hiring

Markets Brief: Why Investors Should Pay Extra Attention to Shopping Trends This Holiday

Why Berkshire Hathaway’s Success Will Continue After Charlie Munger ... and Warren Buffett

What to watch from Morningstar.

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

Timing the Market Doesn’t Work — We Did the Math

Make the Most of Your HSA Benefits and Investments in 2024

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

Read what our team is writing:

Sarah Hansen

Greggory Warren

Ivanna Hampton

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With interest rates likely to stay on the higher side, investors should realize that there is money to be made in rates staying higher for longer, and we have three ETF picks that could help you do just that.

Timestamps:

Salesforce’s Strong Quarter

Intuit’s Solid Top and Bottom Lines

Snowflake’s Mixed Quarter Results

What is Driving Interest in Active ETFs?

Why Are There Such High ETF Flows?

Are Active Investors Leaving Mutual Funds for Active ETFs?

Advantages of Active ETFs 

Disadvantages of Active ETFs

How to Decide Between ETFs, Mutual Funds, or a Passive Strategy  

3 ETFs That Benefit From Higher Interest Rates

Read about topics from this episode.  

Salesforce Earnings: MuleSoft Shines In Another Overall Good Quarter 

Intuit Inc 

Snowflake Earnings: Long-Term Upside Is Far From Melting 

Here’s Why Active ETFs Are So Hot Right Now 

What to watch from Morningstar.

Timing the Market Doesn’t Work — We Did the Math 

Make the Most of Your HSA Benefits and Investments in 2024 

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

Higher Bond Yields and Interest Rates Are Here to Stay 

Read what our team is writing:

Ruth Saldanha 

Ryan Jackson 

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Adam Fleck, director of research for ratings and ESG for Morningstar Research Services, explains why market-timing underperforms a hands-off strategy. Leslie Norton, editorial director for sustainability for Morningstar Inc., discusses what to expect at COP28 and the global push to net zero.

NVIDIA’s Outstanding Fiscal Q3 Revenue  

Cisco’s Gloomy Full-Year Outlook

Shopping Boosted Walmart’s Q3, But Uncertainty Remains Going into Holidays

What Investors Should Pay Attention to From the United Nations Climate Change Conference 

The Paris Agreement Calls for Progess Check at COP28

What Are Governments Doing About Rising Global Temperatures?

Who’s Leading and Lagging in Becoming Net-Zero? 

Investment Opportunities in Clean Energy Transition

Should Investors Focus on Time in the Market?

Does Market Timing Work?

Market Signals for Investors

Market Timing vs. Buy And Hold

Why The Portfolio That Relies on the Market Timing Underperforms  

Remembering Charlie Munger

Read about topics from this episode.  

Nvidia Earnings: Predictably Outstanding Results; Strong Forward Guidance 

Cisco Earnings: Still Like Long-Term Opportunity Despite Lowered Outlook 

Walmart Earnings: Top Line Expands as Consumers Seek Value Amid Tighter Economic Conditions 

Staying Invested Beats Timing the Market—Here’s the Proof 

What Does a Warmer Future Mean for Oil & Gas Stocks? 

12 Lessons on Money and More From Warren Buffett and Charlie Munger 

What to watch from Morningstar.

Make the Most of Your HSA Benefits and Investments in 2024 https://youtu.be/2zPAQcSf0Pw?si=CjJyf5pTlHTMBWRD

Headwinds Hold Airlines Back, But Check Out These Travel Stocks for the Holidays https://youtu.be/Dd1H9tQ8Hp8?si=VaX9p-aDIpajlKGJ

Higher Bond Yields and Interest Rates Are Here to Stay https://youtu.be/cmcvJ2BY6_g?si=HpvsruSUlXgO4D3M

New iShares Target-Date ETFs Provide Different Retirement Saving Path https://youtu.be/thAqOc8pokY?si=prbOtZ-x18rO81XZ

Read what our team is writing:

Leslie Norton 

Adam Fleck 

Ivanna Hampton

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Margaret Giles, Morningstar Inc editor, discusses how to use HSA benefits and the 2024 HSA contribution limits. Greg Carlson, Morningstar Research Services senior manager research analyst, talks about who Morningstar has ranked the top HSA providers for spending and investing.

What is an HSA?

HSA vs. FSA

HSA Limits Are Increasing in 2024

How To Maximize the Triple tax Benefit

How to Switch an HSA Provider

What to Look for When Shopping for a Health Savings Account

Best HSAs for Spending

Best HSAs for Investing 

Read about topics from this episode.  

What Happens to Your HSA in Retirement?

What Can My HSA Be Used For?

Can You Save Too Much in a Health Savings Account?

The Best HSA Providers of 2023

What to watch from Morningstar.

New iShares Target-Date ETFs Provide Different Retirement Saving Path

5 Scary Stocks for You to Avoid This Halloween

Navigating Medicare Open Enrollment for 2024

Falling Mutual Fund and ETF Fees a ‘Big Win for Investors’

Read what our team is writing:

Margaret Giles

Greg Carlson

Ivanna Hampton

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Nic Owens, industrials equity analyst for Morningstar Research Services, discusses how Southwest is preparing to avoid another holiday travel meltdown, the airline industry’s outlook for ticket prices, and what travel stocks to check out.

Uber’s Profit and Demand Cruised Ahead

Roblox Reported Rise in Global Growth  

Kellanova Benefitted From Higher Prices 

Holiday Travel Season and North American Airlines

How Southwest Airlines is Preparing for the Holidays

What We Can Expect From Travel Demand and Ticket Prices

Will a Low-Cost Airline Fail in 2024?

Travel Stocks to Consider This Holiday Season

Inflation News: Cooler Report Opens Door to Interest-Rate Cuts in 2024

Read about topics from this episode.  

Uber Earnings: The Platform Is More Easily Attracting Demand and Supply; Shares Remain Undervalued

Roblox Earnings: Strong User Growth and Cost Leverage Bode Well for 2024

Kellanova Co

A Cheap Dividend Stock That’s 30% Undervalued and Yields Above 4%

Southwest Airlines Earnings: Cutting Valuation to $19 From $36 on Yields, Expenditure, and Risk

United Airlines Earnings: Cost Growth Portends Industry Drama as CEO Predicts a Shakeout

Why We Expect Inflation to Fall in 2024

What to watch from Morningstar.

Higher Bond Yields and Interest Rates Are Here to Stay

New iShares Target-Date ETFs Provide Different Retirement Saving Path

5 Scary Stocks for You to Avoid This Halloween

Navigating Medicare Open Enrollment for 2024

Read what our team is writing:

Preston Caldwell

Nicolas Owens

Ivanna Hampton

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Sarah Hansen, Morningstar Inc markets reporter, explains the new normal of bond yields and interest rates and where investors can find fixed-income opportunities. Adam Fleck, director of research for ratings and ESG for Morningstar Research Services, discusses how companies with union workers can compete against non-union firms.

Apple’s Solid Fiscal Fourth Quarter

Eli Lilly’s Diabetes Drug Lift in Q3

McDonald’s Is Resilient Under Inflation Pressure

‘Higher for Longer’ Era

Tight vs. Loose Financial Conditions

'Higher-for-Longer' Side Effects 

Fixed-Income Market  

Opportunities for Investors

Are Labor Unions Bad for Business?

Risks and Benefits of a Unionized Workforce

Can Unionized Companies Compete with Non-unionized Companies?

GM, Ford, and Stellantis Uncertainty Ratings

Megan Pacholok, Morningstar Research Services senior manager research analyst, discusses BlackRock’s iShares target-date ETFs and how they compare to their mutual fund siblings.

Amazon Impressed in Q3

Google Ad Rebound Lifts Alphabet  

Visa Benefits from Travel Bounce Back

BlackRock’s Bring Back Target-Date ETFs

Changes to the ETF Space

What is BlackRock Offering? 

ETFs vs. Mutual Funds

Can BlackRock’s Targeted ETFs Be a Part of 401(k)s?

Is BlackRock Successful?

Fed Focused on Higher for Longer, But Rate Cut Talk Likely Coming

Read about topics from this episode.  

Amazon Earnings: E-Commerce Improves, AWS Stabilizes, and Margins Surge https://www.morningstar.com/articles/1187599/amazon-earnings-e-commerce-improves-aws-stabilizes-and-margins-surge

Alphabet Earnings: Google Search and YouTube Are Strengthening, and Cloud Is Likely to Accelerate https://www.morningstar.com/articles/1186708/alphabet-earnings-google-search-and-youtube-are-strengthening-and-cloud-is-likely-to-accelerate

Visa Earnings: Quarter Largely Maintains Recent Trends https://www.morningstar.com/articles/1186842/visa-earnings-quarter-largely-maintains-recent-trends

A New Era for Retirement Savings https://www.morningstar.com/funds/new-era-retirement-savings

Fed Meeting: Rates Held Steady, But Options Open for One More Hike https://www.morningstar.com/economy/fed-meeting-rates-held-steady-options-open-one-more-hike

What to watch from Morningstar.

Falling Mutual Fund and ETF Fees a ‘Big Win for Investors’ https://youtu.be/gt9PTjD4RLE?si=jUqZZhqJ6BT1MhTX

TikTok: Risky Tax Advice and Supersize Valuations https://youtu.be/nkufuIPIW8M?si=6avg_v6D7zLDRGaA

Payment Pause Ends: Student Loan Expert Shares Repayment Tips 

https://youtu.be/wVr-_KOM3Qw?si=GtSJQNVoPsbXDHia

UAW Strike Raises Investor Risks https://youtu.be/D-fkLxPeVVI?si=HxF5jUQPju2AJmDt

Read what our team is writing:

Ivanna Hampton https://www.morningstar.com/authors/2399/ivanna-hampton

Megan Pacholok https://www.morningstar.com/authors/2320/megan-pacholok

Preston Caldwell https://www.morningstar.com/authors/2047/preston-caldwell

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In today’s episode, Morningstar Research Services’ equities strategist Eric Compton talks about the U.S. banking sector after earnings, and we talk to Dave Sekera, the chief U.S. market strategist for Morningstar Research Services, about scary stocks. 

Tesla’s Q3 Took a Hit

Netflix’s Strong Subscriber Growth

United Airlines Predicts Airline Industry Changes 

5 Scary Stocks

What Makes These Stocks So Scary?

What If You Own Scary Stocks The Year of Tech  

Supply Chain and XPO Stock

Advertising and Content Tech

Education Sector in China

The Most Overvalued Stock  

How Often Investors Should Check on Stocks in Their Portfolios

What’s Going on in the Banking Sector?

Big and Regional Banks Q3 Earnings

What is Net Interest Income?

Regulatory Risk and Interest Rate Risk

Bank Stock Picks

Read about topics from this episode.  

Tesla Earnings: Price Cuts Weigh on Margins While Cybertruck Launch Officially Scheduled

Netflix Earnings: Stellar Results Show Durable Strengths but Also Some Tailwinds That Should Subside

United Airlines Earnings: Cost Growth Portends Industry Drama as CEO Predicts a Shakeout

2 Big Tech Stocks to Buy

Q4 Stock Market Outlook: Equities Undervalued After Retreat

What Rising Bond Yields Mean for Q3 Bank Earnings

What to watch from Morningstar.

Falling Mutual Fund and ETF Fees a ‘Big Win for Investors’

TikTok: Risky Tax Advice and Supersize Valuations

Payment Pause Ends: Student Loan Expert Shares Repayment Tips

UAW Strike Raises Investor Risks

Read what our team is writing:

Ruth Saldanha

David Sekera

Ivanna Hampton

Eric Compton

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Mark Miller, “Retirement Reboot” author, explains the differences between traditional Medicare and Medicare Advantage, and why timing is important when signing up for Medigap.

Ryan Jackson, Morningstar Research Services manager research analyst, discusses how most actively managed funds outperformed their average passive peer over a 12-month period.

itigroup Q3 Earnings Crushed Estimates

Strong Travel Demand Lifted Delta’s Q3 Earnings

Social Security and Medicare in 2024

The New Social Security COLA

2024 COLA and Retiree’s Budgets

Traditional Medicare vs. Medicare Advantage

Will Medicare Prescription Drug Prices Fall?

Actively-Managed Funds vs. Passive Index Funds

What Drove the Active Fund Rebound?

Active Fund Managers’ Outperformance  

How to Choose a Winning Active Fund

Read about topics from this episode.  

Citigroup Earnings: Revenue Growth Is Working, but We Won’t Know About Expenses Until 2024

Delta Earnings: Higher Structural Costs Will Lead to New Equilibrium; Fair Value Down $1 to $40

I’m 65 and Still Working. Should I Enroll in Medicare?

Should You Delay Taking Social Security Benefits?

Social Security for Beginners, Part I

2024 Medicare Parts A & B Premiums and Deductibles

Actively Managed Funds Surprise in Market Rebound

Large-Growth Active Fund Managers Have Faced an Uphill Battle

When It Comes to Passive Bond ETFs, the Devil Is in the Details

What to watch from Morningstar.

Falling Mutual Fund and ETF Fees a ‘Big Win for Investors’

TikTok: Risky Tax Advice and Supersize Valuations

Payment Pause Ends: Student Loan Expert Shares Repayment Tips

UAW Strike Raises Investor Risks

Read what our team is writing:

Ivanna Hampton

Ryan Jackson

Mark Miller

Follow us on social media.

Facebook: https://www.facebook.com/MorningstarInc/

Twitter: https://twitter.com/MorningstarInc

Instagram: https://www.instagram.com/morningstar... 

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