
Market Volatility: What to Watch in Q2 After Big Swings in Q1
Sarah Hansen, Morningstar Inc. senior markets reporter, discusses the market volatility in the first quarter of 2025 and the portfolio strategy that paid off for investors.What’s the Difference Betwee...
4 Huhti 202514min

Does It Pay to Copy Congress' Stock Trades?
Zach Evens, a passive strategies analyst for Morningstar Research Services, discusses two ETFs that use data from Unusual Whales to track congressional stock trades. He explains why investors might be...
28 Maalis 202513min

Can Healthcare Stocks Keep Outperforming the Market?
Karen Anderson, director of healthcare equity research for Morningstar Research Services, discusses the forces shaping the landscape and where she sees opportunities for investors. Key Takeaways:Why ...
21 Maalis 202521min

Worried About a Market Sell-Off? These 10 Funds Reduce Portfolio Risk
Russ Kinnel, senior principal of ratings for Morningstar Research Services, researched which alternative, equity, and value funds could provide a good hedge during a market sell-off.What is the Downsi...
14 Maalis 202512min

Gray Divorce: How to Avoid Triggering a Costly Tax Bill
Sheryl Rowling, editorial director for financial advice at Morningstar Inc, discusses the financial and tax issues that could come up during and after a gray divorce.Limiting the Financial Impact of a...
7 Maalis 202515min

Why the Bond Market Looks Brighter Than It Did in 2022
Dan Lefkovitz, strategist for Morningstar Indexes, talks about what he finds noteworthy in the bond market today. Philip Straehl, chief investment officer for the Americas for Morningstar Wealth, a pa...
28 Helmi 202522min

Where to Find Bargain Stocks in an Expensive Market
David Harrell, editor of Morningstar’s StockInvestor newsletter, investigated stock valuation trends from a watchlist with 120 names across the market. He reveals which stocks are relative bargains. T...
21 Helmi 202512min

These 4 Dividend ETFs Strike the Right Balance for Income Investors
Bryan Armour, director of passive strategies research for North America for Morningstar Research Services, explains how dividend income and dividend growth strategies work. He also discusses why four ...
14 Helmi 202510min




















