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 Juni 202414min
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 Maj 202421min
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 Maj 202424min
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 Maj 202420min
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 Maj 202416min
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 Maj 202417min
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
Make These Investing Moves Now for a Better Tax Day in 2025
Sheryl Rowling, editorial director for financial advice for Morningstar Inc, talks about four strategies to practice tax-efficient investing all year. Morningstar Sustainalytics’ director of stewardsh...
19 Apr 202420min
