Navigating Medicare Open Enrollment for 2024
Mark Miller, “Retirement Reboot” author, explains the differences between traditional Medicare and Medicare Advantage, and why timing is important when signing up for Medigap.Ryan Jackson, Morningstar...
20 Okt 202320min
Falling Mutual Fund and ETF Fees a ‘Big Win for Investors’
Bryan Armour, director of passive strategies research for North America at Morningstar Research Services, discusses how investors and financial advisors are pushing down mutual fund and ETF fees.Fund ...
13 Okt 202311min
TikTok: Risky Tax Advice and Supersize Valuations
Tax expert Ed Slott explains why following some tax advice on TikTok could lead to an IRS audit. Jack Shannon, Morningstar Research Services’ senior manager research analyst, pits the valuation of pri...
6 Okt 202323min
Payment Pause Ends: Student Loan Expert Shares Repayment Tips
Betsy Mayotte, founder of The Institute of Student Loan Advisors, explains the benefits of federal student loan repayment plans, and the loophole that makes Parent Plus loans eligible for the SAVE pla...
29 Sep 202322min
UAW Strike Raises Investor Risks
Also, why Morningstar thinks the Federal Reserve will cut interest rates earlier than projected.Dave Whiston, U.S. autos equity analyst for Morningstar Research Services, says the demands from the UAW...
22 Sep 202322min
3 of the Best Robo-Advisors, and One of the Worst
Morningstar Research Services’ Amy Arnott, portfolio strategist, and Gabe Denis, senior manager research analyst, discuss how the lines are blurring between robo-advisors and traditional financial adv...
15 Sep 202316min
Stocks to Consider as the U.S. Pushes to Reclassify Cannabis
In today’s episode, Morningstar Inc’s investment specialist Susan Dziubinski highlights three dividend stocks, while Kristoffer Inton, consumer equity strategist at Morningstar Research Services, talk...
8 Sep 202313min
From “Ripped Off” to a “Better Deal” – How Investors Fared Since the Market-Timing Scandal
In today’s episode, Russ Kinnel, director of manager research for Morningstar Research Services, talks about the 2003 mutual fund scandal that resulted in allegations of market-timing and late trading...
1 Sep 202328min
