In today’s episode, Bryan Armour, director of passive strategies research for North America for Morningstar Research Services, discusses what costs can tell investors about a fund’s success.

• Introduction
• Apple outperforms in iPhone and services
• SoFi Technolgies benefit from more deposits and rising interest rates
• Ford's first-quarter earnings beat estimates
• Coinbase’s losses narrow
• The Active ETF boom & 3 investment ideas
• Best Practices for Tax-Efficient Portfolio Management

 

Read about topics from this episode. 

Apple Earnings: Hardware Headwinds Look Ominous; Stock Overvalued Versus $150 Fair Value Estimate

SoFi Earnings: Deposit Growth Drives Net Interest Income Higher, but Growth Slows Sequentially

Ford Earnings: Strong Year-Over-Year Improvement and a Cash-Rich Balance Sheet Are Good to See

Reducing Fair Value Estimate for Coinbase

The New Frontier of Active Investing

Michael Kitces: How Higher Yields Affect Asset Allocation and Retirement Planning

 

What to watch from Morningstar.

Berkshire Hathaway: 4 Questions and 5 Cheap Stocks

Morningstar Investment Conference: Recession Risks and the Markets

Planning to Retire Soon? Flexibility and Spending Count

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

 

 

Read what our team is writing:

Ivanna Hampton

Bryan Armour

 

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