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

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Episoder(204)

4 Reasons Why the Stock Market Has Delivered Impressive Performance

4 Reasons Why the Stock Market Has Delivered Impressive Performance

Sarah Hansen, Morningstar Inc. markets reporter, discusses why the stock market is up today and what could cause it to fall. Preston Caldwell, senior US economist for Morningstar Research Services, ex...

14 Jun 202417min

Why More Diversification Doesn’t Mean Better Returns

Why More Diversification Doesn’t Mean Better Returns

Amy Arnott, portfolio strategist for Morningstar Inc, discusses why the classic 60/40 investment strategy beat a more diversified portfolio in 2023, and the positive that can come from interest-rate p...

7 Jun 202414min

Invest in SpaceX Alongside Elon Musk? Why This Closed-End Fund Is Not Worth the Ride

Invest in SpaceX Alongside Elon Musk? Why This Closed-End Fund Is Not Worth the Ride

Jack Shannon, senior manager research analyst for Morningstar Research Services, talks about the mania around Destiny Tech 100 and how much investors are paying to own the closed-end fund compared wit...

31 Mai 202421min

Maximize Credit Card Points for Better Trips and Rewards

Maximize Credit Card Points for Better Trips and Rewards

David Harrell is the editor of Morningstar’s DividendInvestor newsletter. He’s also a miles and points enthusiast. He shares what he’s learned from his credit card points journey, including that miles...

24 Mai 202424min

Inherited IRA Investors Get Another Break, but the Clock Is Ticking on RMDs

Inherited IRA Investors Get Another Break, but the Clock Is Ticking on RMDs

Denise Appleby, IRA Quick Reference Guide author known as The IRA Whisperer, clears up the confusion about what the IRS waived concerning inherited IRAs in 2024. Travis Miller, energy and utilities st...

17 Mai 202420min

Short-Term Market Volatility Could Provide Long-Term Investing Opportunities

Short-Term Market Volatility Could Provide Long-Term Investing Opportunities

Sarah Hansen, Morningstar Inc markets reporter, discusses how today’s market volatility could benefit investors who are focused on long-term investing. Mark Miller, Retirement Reboot author, calls the...

10 Mai 202416min

Magnificent Seven Stocks: What’s Going on With Apple, Tesla, and Alphabet?

Magnificent Seven Stocks: What’s Going on With Apple, Tesla, and Alphabet?

Sarah Hansen, Morningstar Inc markets reporter, explains why Apple and Tesla are diverging from the rest of the Magnificent Seven stocks. Also, details into a first ever dividend from Alphabet. Presto...

3 Mai 202417min

Covered Call and Buffer ETFs: Do the Pros Outweigh the Cons?

Covered Call and Buffer ETFs: Do the Pros Outweigh the Cons?

Netflix’s Incredible First Quarter  United Flew Just Above Morningstar’s Expectations  An Investing Guide for Every Life StageWhat is Life-Stage Investing?Early Career AccumulationWhen Would Roth Acco...

26 Apr 202416min

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