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(203)

3 Cheap Stocks to Watch in the Fight Over Sports Streaming

3 Cheap Stocks to Watch in the Fight Over Sports Streaming

Matthew Dolgin, senior equity analyst for Morningstar Research Services, talks about why companies are focusing on sports streaming as competition heats up. Plus, the path they could take to improve t...

12 Apr 202416min

How to Find a Great Dividend Fund

How to Find a Great Dividend Fund

Dan Sotiroff and Todd Trubey, senior manager research analysts for Morningstar Research Services, discuss what makes a great dividend fund, the trade-offs that are costing some investors, and the risk...

5 Apr 202413min

The 4% Retirement Rule is Just a Starting Point

The 4% Retirement Rule is Just a Starting Point

John Rekenthaler, vice president of research for Morningstar Research Services, explains how Morningstar’s study confirmed the 4% retirement rule and discusses why it’s important for new retirees to b...

29 Mar 202415min

New Dividend Stocks: Can Meta and Salesforce Help Revive the Classic Strategy?

New Dividend Stocks: Can Meta and Salesforce Help Revive the Classic Strategy?

David Harrell, editor of Morningstar DividendInvestor newsletter, explains why some income-focused investors may skip adding two new dividend stocks, Meta and Salesforce, to their portfolios. Preston ...

22 Mar 202419min

Self-Made Millionaire Tori Dunlap Embraces Mission to Make Women Rich

Self-Made Millionaire Tori Dunlap Embraces Mission to Make Women Rich

Tori Dunlap, the author of Financial Feminist, talks about why women should stop feeling guilty about their spending and why they should keep their finances separate from their partner’s.Her First $10...

15 Mar 202423min

What’s Surprising Some Retirees About Their Social Security Benefits?

What’s Surprising Some Retirees About Their Social Security Benefits?

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 the...

8 Mar 202411min

SPY Vs VOO: Which of Warren Buffett’s Two ETFs Are a Better Bet?

SPY Vs VOO: Which of Warren Buffett’s Two ETFs Are a Better Bet?

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...

1 Mar 202418min

How to Get the Most Out of Your Bond Investments

How to Get the Most Out of Your Bond Investments

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 b...

23 Feb 202414min

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