russ kinnel

In this week’s podcast, Susan Dziubinski and Dave Sekera discuss investing in a bear market, Christine Benz breaks down RMDs, and Russ Kinnel talks funds that got burned in 2022.

In this week’s podcast, Christine Benz addresses concerns about rising yields for retirement portfolios, Russ Kinnel shares his recommendations for some of the best fund picks out there, and David Harrell discusses dividend REITs with Kevin Brown. 

In this week’s podcast, Christine Benz and Susan Dziubinski discuss your financial to-do list for March and how you can derisk your portfolio, then, Ben Johnson and Susan Dziubinski talk low-volatility funds; and finally, Russel Kinnel fills us in on the top 3 funds losing their managers. 

In this week’s podcast, Christine Benz discusses how much you should have in cash and then shares her tips for stock exposure; then, Russ Kinnel and Susan Dziubinski talk wide-moat funds; and finally, Dan Kemp fills us in on the crisis between Russia and Ukraine. 

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.

In this week’s podcast, Russ Kinnel tells us the top funds investors are buying, Dave Sekera tells us what opportunities await in the fourth quarter, Christine Benz shares the secret to financial success, and we add some financial tasks to your October to-do list. 

In this week’s podcast, Russ Kinnel finds options for inflation protection, Christine Benz assigns us some tasks for the last days of summer, Kris Inton discusses the budding cannabis industry, and Ben Johnson explains how a fund’s rebalance affects returns.

In this week’s podcast, Christine Benz tells retirees why they should start strategizing about their RMDs now, Russ Kinnel shares some names on his Fantastic Funds list, and Jason Kephart takes a closer look at target-date funds from Vanguard, Fidelity, and T. Rowe Price.

In this week’s podcast, Christine Benz encourages investors to prioritize creating policy statements this month, Russ Kinnel uncovers which funds investors are selling in 2021, Christine Benz shows retirees how to assess their portfolios, and Ben Johnson tells us everything we need to know about thematic funds.

In this week’s podcast, David Blanchett explains the importance of flexibility concerning retirement withdrawal rates, Christine Benz talks about how a Biden tax proposal could change how investment gains are taxed for some, Russ Kinnel discusses how some funds in Morningstar’s new world large-stock value category have benefitted from a recent change, and we share a high-quality company in the world of powersports that’s considered a bargain.

In this week’s podcast, Christine Benz tells us how to take care of our finances in May, Michelle Singletary shares her experiences with helping family members financially, Russ Kinnel talks about cryptocurrency’s role in fund portfolios today, and Morningstar CEO Kunal Kapoor highlights recent trends among investors.

In this week’s podcast, we highlight 3 wide-moat dividend stocks our top managers like, Russ Kinnel shares Morningstar's favorite ESG funds, Damien Conover covers the healthcare sector’s strong performance, and David Meats fills us in on how energy outshined other sectors.

In this week’s podcast, we share our Ultimate Stock-Pickers favorite new-money buy, we shine a light on two undervalued stocks, Russ Kinnel discusses high-profile fund manager changes, and Ed Slott tells us what should be on our radars for tax season.

In this week’s podcast, Christine Benz gives us financial tasks for February, Preston Caldwell forecasts the pandemic's long-run impact, we highlight a sector with little risk of dividend cuts, and Russ Kinnel screens the 10 highest-yielding funds in the Morningstar 500.

In this week’s podcast, we find opportunities in a lagging sector, Russ Kinnel offers ideas for an IRA, Ben Johnson unpacks a trend between mutual funds and ETFs, Andrew Willis shines a light on a virtual healthcare company, and Kristoffer Inton discusses uranium prices.

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.

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.

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.

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.

In this week’s podcast, we reveal four dividend-paying stocks our top managers own, Christine Benz reminds investors of the keys to financial success, Russ Kinnel compares the asset growth of stock funds and bond funds, Christine Benz suggests a tax-advantaged tool for retirement planning, and financial advisor Cathy Curtis shares her approach to the planning needs unique to women.