Investing Insights

By Morningstar

What's Investing Insights about?

A thoughtful look at investing opportunities and risks beyond the market headlines, plus personal finance and retirement tips, from Morningstar.

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Investing Insights episodes:

04.19.2024
Make These Investing Moves Now for a Better Tax Day in 2025
Also, Bank of America’s fight during the proxy-voting season and Tesla’s likely signal that it’s now focusing on profits.
04.12.2024
3 Cheap Stocks to Watch in the Fight Over Sports Streaming
Also, Netflix and Disney’s edge against their rivals.
04.05.2024
How to Find a Great Dividend Fund
Plus, 5 gold-rated and 2 silver-rated funds that investors should consider adding to their portfolios.
03.29.2024
The 4% Retirement Rule is Just a Starting Point
Also, the factors that helped lift Morningstar’s suggested starting safe withdrawal rate.
03.22.2024
New Dividend Stocks: Can Meta and Salesforce Help Revive the Classic Strategy?
Also, Morningstar forecasts five interest rate cuts in 2024, and why Adobe’s outlook is slightly disappointing.
03.15.2024
Self-Made Millionaire Tori Dunlap Embraces Mission to Make Women Rich
The founder of Her First $100K explains the importance of loud budgeting, pay transparency, and teaching girls about money.
03.08.2024
What’s Surprising Some Retirees About Their Social Security Benefits?
Also, Salesforce’s dividend plans and Snowflake’s outlook following its leadership change.
03.01.2024
SPY Vs VOO: Which of Warren Buffett’s Two ETFs Are a Better Bet?
Plus, what will Vanguard do in 2024, and are Home Depot, Nvidia and Walmart stocks a buy right now?
02.23.2024
How to Get the Most Out of Your Bond Investments
The fixed-income side of your 60/40 portfolio may need an overhaul.
02.16.2024
Walmart Stock Split and Earnings Are Coming Up. What to Expect.
Plus, details about Ford’s special dividend for 2024, and how spot bitcoin ETFs performed in their first month.
02.09.2024
Should You Bet on Online Gambling Stocks Now?
Plus, Meta’s stock surprise, and how to avoid making these 3 investing mistakes.
02.02.2024
When Will the Fed Finally Cut Rates?
Plus, how much does an ETF really cost, and are Tesla, Netflix and Verizon stocks a buy right now?
01.26.2024
Could Company 401(k)s Go the Way of IBM?
Also, the potential hit on Boeing’s stock value in the wake of its safety troubles.
01.19.2024
Why Now Is the Time for Value Investing
Also, what you should know before buying a spot bitcoin ETF.
01.12.2024
AI Can Help Restaurants Innovate, But Will It Deliver Profits?
Plus, why 2024 will likely be a challenging year for the industry, and 3 stock opportunities.
01.05.2024
Betting Big on Stocks Rarely Beats Boring Investing
Plus, the outsized role of the Magnificent Seven stocks in active fund managers’ portfolios.
12.22.2023
5 Pieces of Good News for Investors as 2023 Wraps Up
Plus, six trends that could affect markets in 2024.
12.15.2023
Charlie Munger, Warren Buffett Built Berkshire Hathaway to Thrive After They’re Gone
Plus, what the holiday shopping season could reveal about consumer spending in 2024.
12.08.2023
Why are Active ETFs Everywhere, and Are Investors Abandoning Mutual Funds?
Salesforce and Snowflake stocks are cheap, but Intuit stock is expensive, plus, we tell you why active ETFs are all the rage right now.
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.

What's Investing Insights about?

Download our free app to listen on your phone

Investing Insights episodes:

Make These Investing Moves Now for a Better Tax Day in 2025

3 Cheap Stocks to Watch in the Fight Over Sports Streaming

How to Find a Great Dividend Fund

The 4% Retirement Rule is Just a Starting Point

New Dividend Stocks: Can Meta and Salesforce Help Revive the Classic Strategy?

Self-Made Millionaire Tori Dunlap Embraces Mission to Make Women Rich

What’s Surprising Some Retirees About Their Social Security Benefits?

SPY Vs VOO: Which of Warren Buffett’s Two ETFs Are a Better Bet?

How to Get the Most Out of Your Bond Investments

Walmart Stock Split and Earnings Are Coming Up. What to Expect.

Should You Bet on Online Gambling Stocks Now?

When Will the Fed Finally Cut Rates?

Could Company 401(k)s Go the Way of IBM?

Why Now Is the Time for Value Investing

AI Can Help Restaurants Innovate, But Will It Deliver Profits?

Betting Big on Stocks Rarely Beats Boring Investing

5 Pieces of Good News for Investors as 2023 Wraps Up

Charlie Munger, Warren Buffett Built Berkshire Hathaway to Thrive After They’re Gone

Why are Active ETFs Everywhere, and Are Investors Abandoning Mutual Funds?

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