This week on the podcast, our stock news roundup with PG&E, Apple, Facebook, and Caterpillar; an upgrade for T. Rowe Price New Horizons; Greg Warren on wide-moat asset managers; dividends among tobacco firms; Russ Kinnel on Jack Bogle, and from our Portfolio Tuneup week, Christine Benz on streamlining your portfolio and setting your asset allocation.

Investing Insights: Earnings from Apple and Facebook, Portfolio Tuneups, and More

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Investing Insights Has Moved to YouTube!

In this week’s podcast, our fund analysts share their foreign-stock favorites to increase your international-equity exposure, Christine Benz discusses her model retirement saver and bucket portfolios, director of passive strategies Alex Bryan on which parts of the market are more ideal for an active approach, equity analyst Dan Romanoff highlights why wide-moat Aspen is well positioned for an oil and gas rebound, and analyst Emory Zink recommends how to pick a short-term bond fund.

3 Foreign Stock Funds and Where to Go Active

In this week’s podcast, Russel Kinnel reviews changes in the mutual funds industry in 2019, Christine Benz provides a tidy way to tackle your financial to-do list over the year, Robby Greengold discusses Fidelity’s highs and lows in the past year, equity analyst Erin Lash shares why Kraft Heinz is worth considering, and our equity analysts examine the utilities, integrated oils, and midstream industries through the lens of ESG.

Mutual Funds in 2019 and Financial To-Do List

In this week’s podcast, Christine Benz picks three bond-fund favorites for New Year’s rebalancing, Alec Lucas reviews Vanguard’s evolution in 2019, Charles Gross forecasts a favorable outlook for the housing market, Christine Benz highlights items that should be on investors’ radars in 2020, and Travis Miller sheds light on why renewable energy will be one of the biggest growth drivers in utilities sector.

Bond Fund Picks and Vanguard’s Evolution

Get stock, fund, and ETF picks, plus weekly market insights, investing tips, retirement advice, and exclusive fund manager interviews from Morningstar’s director of equity research, director of personal finance, and stock and fund analyst team. Chicago-based Morningstar, Inc. is a world-leading provider of independent investment research.

Investing Insights: Earnings from Apple and Facebook, Portfolio Tuneups, and More

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