How to Diversify Your Portfolio to Handle a Market Correction
Russel Kinnel, director of ratings for Morningstar Research Services, discusses large growth’s impressive run in 2024 and why it might be time to rebalance if you haven’t in a while.What is Driving Gr...
13 Dec 202411min
What Higher Bond Yields Mean for Markets in 2025
Dominic Pappalardo, chief multi-asset strategist at Morningstar Investment Management, discusses why long-term yields spiked in the wake of the election, what's next for fixed-income in 2025, and how ...
6 Dec 202417min
Yes, You Can Still Find Tax-Loss Harvesting Opportunities in 2024
Christine Benz, Morningstar’s director of personal finance and retirement planning, discusses the ins and outs of tax-loss selling and where investors can look for potential opportunities to harvest l...
22 Nov 202415min
What You’re Getting Wrong About Dividend Investing
David Harrell, editor of Morningstar’s DividendInvestor newsletter, makes the case for dividend investing. However, he also points out the pitfalls, like dividend fallacy, that income-focused investor...
15 Nov 202422min
A Simpler Medicare Part D Is Coming. Here's How It Could Save You Money
Mark Miller, Morningstar contributor, talks about the new $2,000 out-of-pocket cap for Medicare Part D coming in 2025. Plus, learn what you should know before switching between Medicare Advantage and ...
8 Nov 202415min
A Better Way to Use Leverage in Your ETF Portfolio
Bryan Armour, director of passive strategies research for North America for Morningstar Research Services, talks about the best way for most retail investors to leverage and which leveraged ETFs look ...
1 Nov 202426min
How to Retire: Understand and Plan for Long-Term Care
Christine Benz, Morningstar’s director of personal finance and retirement planning, interviews financial experts about different aspects of retirement in ‘How to Retire,’ the companion podcast to her ...
30 Okt 202423min
Apple Earnings Are on Deck. Will Apple Intelligence Help Drive iPhone Sales?
Katie Binns, director of product management for Morningstar Indexes, discusses bank loans’ benefits even as interest rates are expected to fall. William Kerwin, equity analyst for Morningstar Research...
25 Okt 202416min
