Investing Insights

Morningstar, Ivanna Hampton, Sarah Hansen

Investment, Analysis, Mutual, Economic, Funds, Business, Christine Benz, Entrepreneurship, Trading, Independent, Finance, Investing, Bonds, Morningstar, Advice, News, Stocks, Etfs, Ideas

4.2 • 537 Ratings

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Overview

A thoughtful look at investing opportunities and risks beyond the market headlines, plus personal finance and retirement tips, from Morningstar.

199 Episodes

The Best Opportunities for Fund Investors Today

Plus, how Morningstar’s new methodology treated Vanguard and Fidelity.

Transcribed - Published: 29 May 2026

Will Vacation Inflation Affect Your Summer Travel? Here’s What to Know

Plus, the airline stocks that are the most and least vulnerable to higher fuel prices.

Transcribed - Published: 22 May 2026

Bond ETF Flows Just Flipped. Here's What It Means for You

Plus, 6 bond ETFs with high ratings and low risk.

Published: 15 May 2026

How Big Tech's Bond Spree and Rising US Debt Are Creating Risks and Opportunities

Plus, a look at the biggest AI bond deals.

Transcribed - Published: 8 May 2026

10 Exceptional Stocks With Double-Digit Dividend Raises

Also, the names in this rare group that are undervalued today.

Transcribed - Published: 1 May 2026

Investors May Be Ignoring Big Market Disruptions. Is There Risk to the Rebuff?

Plus, what’s likely flying under the radar.

Transcribed - Published: 24 April 2026

Vanguard Wrote the Playbook for Success. Now, It Must Evolve to Stay on Top

Plus, two recently launched high-yield bond ETFs for passive and active investors.

Transcribed - Published: 17 April 2026

Vanguard Is Entering a New Era. Can It Keep Winning for Another 50 Years?

Plus, what to know about three of the firm’s new active equity ETFs.

Transcribed - Published: 10 April 2026

These 8 Funds Could Help Steady Portfolios During Rough Markets

A look at how allocation funds from Vanguard, T. Rowe Price, and more offer portfolio simplicity.

Transcribed - Published: 3 April 2026

Why Bond Funds Benefit from Active Management

Plus, how to find a fairly priced bond fund.

Transcribed - Published: 27 March 2026

These Top Tech Stocks Can Stand Up to AI Risks

Plus, why some software stocks are not down and out yet.

Transcribed - Published: 20 March 2026

2 Cautionary Tales from Private Equity and Private Credit Markets

What investors can learn from the sagas involving ERShares and Blue Owl Capital.

Transcribed - Published: 13 March 2026

Are You Ready for Tax Day? Here’s What You Need to Know Before You File

Plus, how to use your 1099 forms to improve your portfolio.

Transcribed - Published: 6 March 2026

Avoid This IRA Distribution Error to Protect Your Retirement Cash

Plus, what you need to do to fix this costly tax mistake.

Transcribed - Published: 27 February 2026

Elevate Your 60/40 Portfolio With These Simple Tweaks

Plus, the investments that could be better suited for a different bucket.

Transcribed - Published: 20 February 2026

Why REIT ETFs Still Work as Real Estate Slumps

Plus, 4 Gold- and Silver-rated REIT ETFs from Vanguard, Schwab, and more.

Transcribed - Published: 13 February 2026

How to Make the Most of Your IRA in 2026

Take advantage of your IRA’s tax benefits to rebalance and optimize your portfolio.

Transcribed - Published: 6 February 2026

3 Winners and 3 Losers from Emerging-Market Funds’ Big Rally

Plus, Fidelity Contrafund’s Will Danoff’s upcoming retirement and what everyday investors can learn from him.

Transcribed - Published: 30 January 2026

How New Retirees Can Spend More Without Risking Their Savings

Plus, the trade-offs new retirees should be prepared to make.

Transcribed - Published: 23 January 2026

Beyond AI: Are Quantum Stocks the Next Big Thing in Tech Investing?

Here's how investors can play it now.

Transcribed - Published: 16 January 2026

How to Generate Steady Income in 2026

Plus, balancing the risks and rewards to produce predictable payouts.

Transcribed - Published: 9 January 2026

The Market Is All in on the Magnificent Seven. Where Should Investors Look Next?

Plus, how to manage the risk of market concentration in your portfolio.

Transcribed - Published: 2 January 2026

9 Top ETFs for Income Investors That Stood Out in 2025

A look at dividend, bond, and covered-call ETFs from Vanguard, Schwab, and more.

Transcribed - Published: 26 December 2025

Where to Invest in 2026 After This Year’s Market Volatility

Plus, the investment leaders and laggards of 2025.

Transcribed - Published: 19 December 2025

Why Betting Against Nvidia in the AI Arms Race Could Be a Mistake

Plus, two affordable AI stocks and what investors need to know before 2026.

Transcribed - Published: 12 December 2025

Here’s What Your Retirement Spending Rate Should Be in 2026

New research shows that flexible withdrawal strategies can help you spend more in retirement.

Transcribed - Published: 5 December 2025

How ETFs Help You Cut Your Tax Bill

Also, a look at the exchange-traded funds that are tax-efficient and those that are not.

Transcribed - Published: 28 November 2025

Tax-Loss Harvesting Isn’t Just for Downturns. Here’s Why

Transcribed - Published: 21 November 2025

Bond ETFs Are Surging in Popularity in 2025. Here Are 5 of the Best

And what to know before adding these fixed-income exchange-traded funds from Vanguard and others to your portfolio.

Transcribed - Published: 14 November 2025

Investors Still Need to Mind the Gap in Their Funds’ Returns

Dollar-weighted returns make the case for ‘less is more’ when it comes to trading.

Transcribed - Published: 7 November 2025

The US Dollar Is Weak. Is Your Portfolio at Risk?

Plus, how optimism about Tesla highlights what’s going on in the broader market.

Transcribed - Published: 31 October 2025

2025’s Winners and Losers, from Gold to Small Cap Stocks to the 60/40 Portfolio

Plus, how patient investors can find opportunities in the financial services sector.

Transcribed - Published: 24 October 2025

The Stock Market Is Ultraconcentrated, and It Could Get Worse. Here’s How to Manage the Risks.

As US mega-cap tech stocks soar, investors can look to small caps and international markets for diversification.

Transcribed - Published: 17 October 2025

New Crypto ETFs Are Coming. Here's How Investors Can Prepare

Also, the market may be entering a “melt-up,” and why that could be dangerous for investors.

Transcribed - Published: 10 October 2025

How Inflation, AI, and Budget Battles Will Shape the Stock Market in Q4

Plus, a look at Nvidia’s potentially record-breaking AI investment.

Transcribed - Published: 3 October 2025

Is Your Dividend Income at Risk? Here’s How to Spot Dividend Traps

Plus, a look at the lagging performance of healthcare and consumer defensive stocks.

Transcribed - Published: 26 September 2025

Should You Hold Cash Investments After the Fed Cuts Interest Rates?

Plus, how investors should think about Oracle’s phenomenal outlook.

Transcribed - Published: 19 September 2025

What You Need to Know Before Choosing a Stock ETF

Watch out for these hidden risks, particularly in funds with fewer holdings.

Transcribed - Published: 12 September 2025

Investing in AI? Here Are 6 Undervalued Stocks for Buy-and-Hold Investors

Also, how Morningstar CEO Kunal Kapoor is thinking about the AI boom.

Transcribed - Published: 5 September 2025

Do Dividend Stocks Benefit From Non-US Revenue?

Plus, Morningstar CEO Kunal Kapoor discusses how he’s elevating his mission to empower investors.

Transcribed - Published: 29 August 2025

This Classic Investment Strategy Is Still Alive in 2025

A look at the 60/40 portfolio performance this year and whether another strategy is better.

Transcribed - Published: 22 August 2025

These 16 Standout Funds Are Making Big Bets. Do They Fit in Your Investment Portfolio?

A look at Morningstar Medalists from Vanguard, Fidelity, and others with cheap fees and strong performance.

Transcribed - Published: 15 August 2025

Market Volatility: Investors Are Seeking Safety in Gold ETFs. Is It Working?

Also, four top ETFs and how this speculative asset is faring against another popular hedge.

Transcribed - Published: 8 August 2025

Why Bonds Belong in Your Diversified Portfolio (Even Now)

Plus, the optimal fixed-income allocation in a high interest-rate environment.

Transcribed - Published: 1 August 2025

Covered-Call ETFs Are Booming. But Not All Yield Is Good

These popular vehicles produce higher income—at a cost. Here’s what to know about the trade-offs, plus one solid choice for investors.

Transcribed - Published: 25 July 2025

This Dividend Investing Strategy Deserves a Second Look

Plus, important tax considerations to keep in mind.

Transcribed - Published: 18 July 2025

Market Volatility: Is Your Investment Portfolio Ready for a US-EU Trade Deal?

Plus, 3 European stocks picks that are undervalued today.

Transcribed - Published: 11 July 2025

Market Volatility: 4 Key Factors to Track in Q3 2025

Investors await announcements on tariffs, company earnings, and more.

Transcribed - Published: 4 July 2025

Is the International Outlook Brighter Than the US?

Locating the best opportunities for stocks, bonds, and currencies.

Transcribed - Published: 27 June 2025

Digital Advice in 2025: What You Need to Know About Robo-Advisors

Robo-advisors can be a good entry point for new investors, but some providers are better than others.

Transcribed - Published: 20 June 2025

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