In this two-part episode, Dave Whiston, U.S. autos equity analyst for Morningstar Research Services, discusses the industry’s outlook and two cheap stocks.   00:11 Introduction 00:42 Themes in the auto industry for 2023 01:28 Where does auto inventory stand now? 03:21 Which automakers took the brunt of this inventory drop? 05:37 When are used car prices expected to come down? 09:06 Recommendations for car buyers 09:51 What’s the trickledown effect on leasing? 11:29 Could we see an auto bubble? 13:46 The auto industry recession  17:36 Where can the U.S. auto industry go from here?     Read about topics from this episode.   4 Auto Stocks to Buy in 2023  5 ESG Risks and 5 Bargains in Auto Stocks  How to Navigate a Recession    What to watch from Morningstar. How Do Vanguard’s Target-Date Funds Stack Up?  Why the Nasdaq 100 Isn’t a Particularly Good Investment  Where to Invest: Stocks or CDs?  Is Berkshire Hathaway Stock a Buy After Rocky Results?    Read what our team is writing: David Whiston  Ivanna Hampton   Follow us on social media. Ivanna Hampton on Twitter: @IvannaHampton Facebook: https://www.facebook.com/MorningstarInc/ Twitter: https://twitter.com/MorningstarInc Instagram: https://www.instagram.com/morningstar...  LinkedIn: https://www.linkedin.com/company/5161/    

Where Can the Automotive Industry Go From Here?: Part One

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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 pivots.The Benefits of Portfolio Diversification   How Does the 60/40 Portfolio Hold Up Against a Portfolio with More Asset Classes? Why the Well-Diversified Portfolio Struggled in 2023 Is it Worth it to Invest Beyond the 60/40 Portfolio? Why Interest Rate Pivots Are Painful and Encouraging Is There an Interest Rate Pivot Right Now? Do Bonds Still Provide a Diversification Benefit? Which Bonds are the Best Portfolio Diversifiers? The Role of Cash in an Investment Portfolio Key Takeaways   Read about topics from this episode.   How Did Diversified Portfolios Hold Up in 2023?  Why Simpler Has Been Better for Portfolio Diversification  How Rising Interest Rates Change the Relationship Between Stocks and Bonds  Which Bonds Provide the Biggest Diversification Benefit?  Top 10 Things to Know About Building a Diversified Portfolio    What to watch from Morningstar. Invest in SpaceX Alongside Elon Musk? Why This Closed-End Fund Is Not Worth the Ride  Maximize Credit Card Points for Better Trips and Rewards Inherited IRA Investors Get Another Break, but the Clock Is Ticking on RMDs Short-Term Market Volatility Could Provide Long-Term Investing Opportunities   Read what our team is writing: Ivanna Hampton Amy Arnott    Follow us on social media. Facebook: https://www.facebook.com/MorningstarInc/ X: https://twitter.com/MorningstarInc Instagram: https://www.instagram.com/morningstar...  LinkedIn: https://www.linkedin.com/company/5161/  

Why More Diversification Doesn’t Mean Better Returns

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 with what it’s worth. Margaret Giles, Morningstar Inc editor, discusses how life-stage investing can help pre-retirees and retirees map their priorities. Nvidia’s 10-for-1 Stock Split Target’s Weak Sales and Declining Market Share Vanguard’s New CEO Starting Soon   Investing for Each Life Stage Financial Priorities When You Approach Retirement Why Investors Should Think About Withdrawal Sequencing During Pre-Retirement Why Retirees Struggle to Start Tapping Into Their Portfolios Financial Priorities When You Retire What Investors Need to Know About Destiny Tech100   Closed-End Funds vs Open-End Funds Why Destiny Tech100’s Net Asset Value Premium is “Insane” Should Investors Own Destiny Tech100 Over Other Mutual Funds with Startup Stocks? Key Takeaways for Investors   Read about topics from this episode.   Nvidia Earnings: AI Demand Smashes Expectations Again  Target Earnings: Margins Hold Up, but Top Line Constrained by Weak Discretionary Spending  Vanguard Chooses an Outsider as Its New CEO  An Investing Guide for Every Life Stage  The Bucket Investor’s Guide to Setting Retirement Asset Allocation  DXYZ: This Closed-End Fund Is Not Destiny’s Child    What to watch from Morningstar. Maximize Credit Card Points for Better Trips and Rewards  Inherited IRA Investors Get Another Break, but the Clock Is Ticking on RMDs Short-Term Market Volatility Could Provide Long-Term Investing Opportunities Magnificent Seven Stocks: What’s Going on With Apple, Tesla, and Alphabet?   Read what our team is writing: Ivanna Hampton Margaret Giles  Jack Shannon   Follow us on social media. Facebook: https://www.facebook.com/MorningstarInc/ X: https://twitter.com/MorningstarInc Instagram: https://www.instagram.com/morningstar...  LinkedIn: https://www.linkedin.com/company/5161/

Invest in SpaceX Alongside Elon Musk? Why This Closed-End Fund Is Not Worth the Ride

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 and points aren’t so-called free money.Credit Card Points How Do Travel Credit Cards Work? Why Did Credit Card Companies Start Offering Rewards? Why Have Credit Card Programs Become a Part of Airlines' Business Models? Could Credit Card Companies Pull Back on Rewards? Surcharges with Credit Cards What is the Cost of Points and Miles? Should You Spend to Earn Rewards Without Paying Off Your Credit Card Bill Each Month? Spending vs Splurging   What to Know Before Researching Credit Card Rewards    Recommendations to Maximize Credit Card Rewards      Read about topics from this episode.   4 Lessons from My Credit Card Points and Miles Journey Why Do I Need a Credit Card? Best Financial-Services Companies to Own   What to watch from Morningstar. Inherited IRA Investors Get Another Break, but the Clock Is Ticking on RMDs Short-Term Market Volatility Could Provide Long-Term Investing Opportunities Magnificent Seven Stocks: What’s Going on With Apple, Tesla, and Alphabet? Covered Call and Buffer ETFs: Do the Pros Outweigh the Cons?   Read what our team is writing: Ivanna Hampton     Follow us on social media. Facebook: https://www.facebook.com/MorningstarInc/ Twitter: https://twitter.com/MorningstarInc Instagram: https://www.instagram.com/morningstar...  LinkedIn: https://www.linkedin.com/company/5161/  

Maximize Credit Card Points for Better Trips and Rewards

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 strategist for Morningstar Research Services, talks about how the artificial intelligence boom is driving data center demand. He also points to 2 cheap utility stocks expected to benefit.   Disney’s Improved Streaming Results   Uber’s Strong Financial Results in 2024 Palantir’s Performance Led by AI Platform Opportunities with Artificial Intelligence and Utility Stocks Utility Stocks: When Will the Market Give the Sector Some Respect? Where Do Utilities Fit into AI Growth? How Higher For Longer Interest Rates Could Affect Utilities   Utility Stock Picks   New Rules for Inherited IRAs Withdrawals from Inherited IRAs and the 10-Year Rule Important Distinction About What the IRS Waived in 2024 Tax Implications for Inherited IRAs  Will the IRS Suspend the Withdrawal Penalty for Inherited IRAs in 2025?   Read about topics from this episode.   Disney Earnings: Improved Streaming Results Come at the Expense of Continued Linear Weakness  Uber Earnings: Network Effect Continues to Drive Profitable Growth for Uber  Palantir Earnings: AI Platform Drives Strong Start to 2024  Utility Stocks: When Will the Market Give the Sector Some Respect?  IRS Extends Waiver of Excise Tax for Inherited IRAs, but Not RMDs    What to watch from Morningstar. Short-Term Market Volatility Could Provide Long-Term Investing Opportunities  Magnificent Seven Stocks: What’s Going on With Apple, Tesla, and Alphabet? Covered Call and Buffer ETFs: Do the Pros Outweigh the Cons? Make These Investing Moves Now for a Better Tax Day in 2025   Read what our team is writing: Ivanna Hampton Travis Miller  Denise Appleby    Follow us on social media. Facebook: https://www.facebook.com/MorningstarInc/ Twitter: https://twitter.com/MorningstarInc Instagram: https://www.instagram.com/morningstar...  LinkedIn: https://www.linkedin.com/company/5161/

Inherited IRA Investors Get Another Break, but the Clock Is Ticking on RMDs

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 Medicare changes in 2024 at the pharmacy counter “the best news that few people seem to know about.”     Apple’s Weak 2024 but Optimism for 2025 Amazon’s Impressive First Quarter Eli Lilly’s Better-Than-Expected Q1 Medicare's Falling Prescription Costs  Why Are Medicare Prescription Costs Dropping? How Spending Caps Affect Seniors Expanded Access to Federal Assistance for Low-Income Seniors Will Interest Rates Stay Higher for Longer? How Have Interest Rates Weighed on Stocks? How Fewer Interest Rate Cuts Could Benefit Investors Key Takeaway   Read about topics from this episode.   Apple Earnings: A Weak 2024, but Optimism for 2025 Amazon Earnings: AWS Growth Accelerates and Profit Margins Improve Eli Lilly Earnings: Strong Weight-Loss Drug Sales Expand Margins I’m 65 and Still Working. Should I Enroll in Medicare? What Hot Inflation and Delayed Rate Cuts Mean for Investors     What to watch from Morningstar. Magnificent Seven Stocks: What’s Going on With Apple, Tesla, and Alphabet? Covered Call and Buffer ETFs: Do the Pros Outweigh the Cons? Make These Investing Moves Now for a Better Tax Day in 2025 3 Cheap Stocks to Watch in the Fight Over Sports Streaming   Read what our team is writing: Ivanna Hampton Mark Miller Sarah Hansen   Follow us on social media. Facebook: https://www.facebook.com/MorningstarInc/ Twitter: https://twitter.com/MorningstarInc Instagram: https://www.instagram.com/morningstar...  LinkedIn: https://www.linkedin.com/company/5161/  

Where Can the Automotive Industry Go From Here?: Part One

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