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)

Charlie Munger, Warren Buffett Built Berkshire Hathaway to Thrive After They’re Gone

Charlie Munger, Warren Buffett Built Berkshire Hathaway to Thrive After They’re Gone

Sarah Hansen, Morningstar Inc markets reporter, discusses why optimism and worry loom over the holiday shopping season. Gregg Warren, strategist for Morningstar Research Services, talks about how Mung...

15 Des 202320min

Why are Active ETFs Everywhere, and Are Investors Abandoning Mutual Funds?

Why are Active ETFs Everywhere, and Are Investors Abandoning Mutual Funds?

With interest rates likely to stay on the higher side, investors should realize that there is money to be made in rates staying higher for longer, and we have three ETF picks that could help you do ju...

8 Des 202317min

Timing the Market Doesn’t Work — We Did the Math

Timing the Market Doesn’t Work — We Did the Math

Adam Fleck, director of research for ratings and ESG for Morningstar Research Services, explains why market-timing underperforms a hands-off strategy. Leslie Norton, editorial director for sustainabil...

1 Des 202321min

Make the Most of Your HSA Benefits and Investments in 2024

Make the Most of Your HSA Benefits and Investments in 2024

Margaret Giles, Morningstar Inc editor, discusses how to use HSA benefits and the 2024 HSA contribution limits. Greg Carlson, Morningstar Research Services senior manager research analyst, talks about...

24 Nov 202316min

Headwinds Hold Airlines Back, But Check Out These Travel Stocks for the Holidays

Headwinds Hold Airlines Back, But Check Out These Travel Stocks for the Holidays

Nic Owens, industrials equity analyst for Morningstar Research Services, discusses how Southwest is preparing to avoid another holiday travel meltdown, the airline industry’s outlook for ticket prices...

17 Nov 202316min

Higher Bond Yields and Interest Rates Are Here to Stay

Higher Bond Yields and Interest Rates Are Here to Stay

Sarah Hansen, Morningstar Inc markets reporter, explains the new normal of bond yields and interest rates and where investors can find fixed-income opportunities. Adam Fleck, director of research for ...

10 Nov 202316min

New iShares Target-Date ETFs Provide Different Retirement Saving Path

New iShares Target-Date ETFs Provide Different Retirement Saving Path

Megan Pacholok, Morningstar Research Services senior manager research analyst, discusses BlackRock’s iShares target-date ETFs and how they compare to their mutual fund siblings. Amazon Impressed in Q3...

3 Nov 202313min

5 Scary Stocks for You to Avoid This Halloween

5 Scary Stocks for You to Avoid This Halloween

In today’s episode, Morningstar Research Services’ equities strategist Eric Compton talks about the U.S. banking sector after earnings, and we talk to Dave Sekera, the chief U.S. market strategist for...

27 Okt 202328min

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