Investing Insights

By Morningstar

Business Investing

What's Investing Insights about?

Get stock, fund, and ETF picks, plus personal finance advice, investing tips, and exclusive fund manager interviews. -- Chicago-based Morningstar, Inc. is a world-leading provider of independent investment research.

4.2

225 ratings

Download our free app to listen on your phone

LAST EPISODE

Timing the Market Doesn’t W...

12.01.2023

Plus, what investors should watch for at COP28 and the outlook for Nvidia stock.

Investing Insights episodes:

12.01.2023 Timing the Market Doesn’t Work — We Did the Math Plus, what investors should watch for at COP28 and the outlook for Nvidia stock.
11.24.2023 Make the Most of Your HSA Benefits and Investments in 2024 Also, Morningstar’s rankings of the best health savings account providers and a breakdown of the HSA triple-tax advantage.
11.17.2023 Headwinds Hold Airlines Back, But Check Out These Travel Stocks for the Holidays Also, slowing inflation opens the door for interest-rate cuts next year.
11.10.2023 Higher Bond Yields and Interest Rates Are Here to Stay Also, the sales outlook for the blockbuster diabetes drug, Mounjaro, and the debate on whether unions are bad for investors.
11.03.2023 New iShares Target-Date ETFs Provide Different Retirement Saving Path Plus, insights on Alphabet and Amazon’s stocks and the potential signal leading to interest-rate cuts.
10.27.2023 5 Scary Stocks for You to Avoid This Halloween Netflix, United Airlines, and Tesla are all not cheap – plus, we have some stocks for you to avoid this spooky season.
10.20.2023 Navigating Medicare Open Enrollment for 2024 Plus, Social Security’s 2024 COLA increase and a rare win for actively managed funds.
10.13.2023 Falling Mutual Fund and ETF Fees a ‘Big Win for Investors’ Also, two Vanguard ETF picks and the firms trying to knock off the cheapest fund provider.
10.06.2023 TikTok: Risky Tax Advice and Supersize Valuations The IRS debunks some TikTok influencers’ tips to avoid paying taxes on trust income. Meanwhile, why a TikTok IPO could be a “unicorn of all unicorns.”
09.29.2023 Payment Pause Ends: Student Loan Expert Shares Repayment Tips Plus, what it means for investors if interest rates stay “higher for longer.”
09.22.2023 UAW Strike Raises Investor Risks Also, why Morningstar thinks the Federal Reserve will cut interest rates earlier than projected.
09.15.2023 3 of the Best Robo-Advisors, and One of the Worst Where Schwab, Fidelity, and Vanguard ranked this year.
09.08.2023 Stocks to Consider as the U.S. Pushes to Reclassify Cannabis Salesforce had a good quarter, Best Buy is cheap, and is now a good time to add a little green to your portfolio with cannabis stocks?
09.01.2023 From “Ripped Off” to a “Better Deal” – How Investors Fared Since the Market-Timing Scandal Also, five expensive stocks to dump and how Birkenstock hopes to expand its shoe brand.
08.25.2023 Economy Outshines ‘Uneventful Earnings’ Plus, the potential hurdles for the stock market for the rest of 2023
08.17.2023 Microsoft Bets Big on AI: What Investors Should Know, Part Two What companies the tech titan is investing in, and whether the stock is worth adding to your portfolio.
08.10.2023 Microsoft Bets Big on AI: What Investors Should Know, Part One What companies the tech titan is investing in, and whether the stock is worth adding to your portfolio.
08.04.2023 Interest-Rate Forecast: What’s Next? Plus, why the Barbie boost isn’t a sure thing for Mattel stock.
07.28.2023 What To Do With Your Cash Right Now Netflix stock is overvalued, but PNC Financial stock is undervalued—plus, what should definitely not be in your core portfolio?
07.21.2023 Nasdaq 100 Rebalance: What It Means for Your Portfolio Plus, the pros and cons of investing in money market funds and CDs, and JPMorgan’s upgraded outlook for 2023.
07.14.2023 Hiring a Financial Advisor? Honesty Counts (With Yourself, Too) Also, what to ask yourself before meeting with one.
07.07.2023 Firing Your Financial Advisor? When To Stay, When To Go Plus, the six most common reasons these relationships end.
06.30.2023 Spot Hidden Crypto Stocks and Funds in Your Portfolio Plus, categories and companies most exposed to digital assets.
06.23.2023 Midyear Market News: 'Unusual' Stock Rally and Today’s Sticky Inflation Also, how bonds have rebounded from history’s worst market, and what to watch for in the second half of the year.
06.16.2023 Turning a ‘Hard No’ Into Financial Freedom And, how getting FIRE’d up and turning your “superpower” into a side hustle can boost your finances.
06.09.2023 Gain From the Weight-Loss Trend With These Stocks High interest rates mean yields everywhere are up – what to do with that extra income? And why Morningstar is cautious on HP stock but considers Salesforce a top pick.
06.02.2023 Double Trouble: How the Dot-Com and Tech Bubbles Compare A look at how investors can spot signs that funds are growing riskier.
05.26.2023 What to Do as Recession Fears Grip Investors Also, a big boost in HSA contribution limits next year, and a look at 3 big-box retailers after earnings.
05.19.2023 Just Where’s the U.S. Economy Headed? Also, 3 ETFs to help fight against inflation, and how Disney’s stock looks following a disappointing quarter.
05.12.2023 Active ETFs Take Off –– 3 Ideas for Investors Plus, what Morningstar analysts think about Apple, SoFi, and Coinbase stocks after earnings, and ways to use asset location to minimize taxes.
05.05.2023 Berkshire Hathaway: 4 Questions and 5 Cheap Stocks Also, a look at whether Microsoft, Amazon and Meta’s stocks are undervalued after earnings, and four great dividend funds.
04.28.2023 Morningstar Investment Conference: Recession Risks and the Markets Plus, two Morningstar specialists share key takeaways from Larry Summers, Aswath Damodaran, and Liz Ann Sonders.
04.21.2023 Planning to Retire Soon? Flexibility and Spending Count Also, climate tech investing trends and Warner Bros. Discovery’s HBO Max “strategic error.”
04.14.2023 Where Can the Automotive Industry Go From Here?: Part Two Interest rates, chip shortages, and inflation are creating tough times now, but the car market could rev up in 2024.
04.07.2023 Where Can the Automotive Industry Go From Here?: Part One Interest rates, chip shortages, and inflation are creating tough times now, but the car market could rev up in 2024.
03.31.2023 How Do Vanguard’s Target-Date Funds Stack Up? Also, we explore opportunities in the EV supply chain, while Cash App's owner, Block, battles fraud claims.
03.24.2023 Why the Nasdaq 100 Isn’t a Particularly Good Investment TikTok’s trouble is good news for YouTube, Instagram, and Snap, delivery drivers are independent contractors—at least in California—and we don’t see any long-term benefit from T-Mobile buying Mint Mobile.
03.17.2023 Why the Banking Crisis Is a Big Deal Plus, utilities stocks that look promising and Pfizer's stock prospects after $43 billion deal to buy a cancer drug developer.
03.10.2023 Where to Invest: Stocks or CDs? Also, Broadcom is looking toward the AI future, and three undervalued companies working to close the gender pay gap.
03.03.2023 Is Berkshire Hathaway Stock a Buy After Rocky Results? Also, how to invest in the AI arms race, and why Intel needed to slash its dividend.
02.24.2023 Should You Fund Your 401(k) First or Your IRA? Also, why we raised Cisco stock’s fair value estimate but not for Kraft Heinz or Roku.
02.17.2023 With IRA Deadline Looming, Don't Make These Mistakes Also, a look at America’s racial wealth gap and Disney’s future under CEO Bob Iger.
02.10.2023 Could Meta Make a Comeback? Also, three dividend stock ideas for income investors, and the world’s largest ETF turns 30.
02.03.2023 How Secure Act 2.0 Changes RMD Rules Also, three travel stocks to buy right now, and what we think about Microsoft’s long-term growth.
01.27.2023 Should You Buy a House Right Now? Also, why we raised Apple stock’s fair value estimate, and why we think Palantir has created problems for itself.
01.20.2023 Big Banks Bracing for a Recession Also, Disney strikes back in a proxy fight and two 529 plans earn top marks.
01.13.2023 Create a New Financial Plan for the New Year: Part 2 Ditch old money habits and make your financial health a priority.
01.06.2023 Create a New Financial Plan For the New Year: Part 1 Ditch old money habits and make your financial health a priority.
12.23.2022 Stock and Bond Markets’ Wild Ride in 2022 We review what stocks and bonds’ down year has meant for portfolio diversification, the Fed’s fight against inflation, and crypto’s implosion.
12.16.2022 RMD Sticker Shock? How to Ease Your Tax Burden A rule change eases regulations for ESG funds in 401(k) plans and why it’s likely not game over for the Microsoft-Activision Blizzard deal.

Older episodes

Investing Insights

What's Investing Insights about?

Download our free app to listen on your phone

Investing Insights episodes:

Timing the Market Doesn’t Work — We Did the Math

Make the Most of Your HSA Benefits and Investments in 2024

Headwinds Hold Airlines Back, But Check Out These Travel Stocks for the Holidays

Higher Bond Yields and Interest Rates Are Here to Stay

New iShares Target-Date ETFs Provide Different Retirement Saving Path

5 Scary Stocks for You to Avoid This Halloween

Navigating Medicare Open Enrollment for 2024

Falling Mutual Fund and ETF Fees a ‘Big Win for Investors’

TikTok: Risky Tax Advice and Supersize Valuations

Payment Pause Ends: Student Loan Expert Shares Repayment Tips

UAW Strike Raises Investor Risks

3 of the Best Robo-Advisors, and One of the Worst

Stocks to Consider as the U.S. Pushes to Reclassify Cannabis

From “Ripped Off” to a “Better Deal” – How Investors Fared Since the Market-Timing Scandal

Economy Outshines ‘Uneventful Earnings’

Microsoft Bets Big on AI: What Investors Should Know, Part Two

Microsoft Bets Big on AI: What Investors Should Know, Part One

Interest-Rate Forecast: What’s Next?

What To Do With Your Cash Right Now

Nasdaq 100 Rebalance: What It Means for Your Portfolio

Hiring a Financial Advisor? Honesty Counts (With Yourself, Too)

Firing Your Financial Advisor? When To Stay, When To Go

Spot Hidden Crypto Stocks and Funds in Your Portfolio

Midyear Market News: 'Unusual' Stock Rally and Today’s Sticky Inflation

Turning a ‘Hard No’ Into Financial Freedom

Gain From the Weight-Loss Trend With These Stocks

Double Trouble: How the Dot-Com and Tech Bubbles Compare

What to Do as Recession Fears Grip Investors

Just Where’s the U.S. Economy Headed?

Active ETFs Take Off –– 3 Ideas for Investors

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

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

How Do Vanguard’s Target-Date Funds Stack Up?

Why the Nasdaq 100 Isn’t a Particularly Good Investment

Why the Banking Crisis Is a Big Deal

Where to Invest: Stocks or CDs?

Is Berkshire Hathaway Stock a Buy After Rocky Results?

Should You Fund Your 401(k) First or Your IRA?

With IRA Deadline Looming, Don't Make These Mistakes

Could Meta Make a Comeback?

How Secure Act 2.0 Changes RMD Rules

Should You Buy a House Right Now?

Big Banks Bracing for a Recession

Create a New Financial Plan for the New Year: Part 2

Create a New Financial Plan For the New Year: Part 1

Stock and Bond Markets’ Wild Ride in 2022

RMD Sticker Shock? How to Ease Your Tax Burden