Mark Miller, “Retirement Reboot” author, explains the differences between traditional Medicare and Medicare Advantage, and why timing is important when signing up for Medigap.

Ryan Jackson, Morningstar Research Services manager research analyst, discusses how most actively managed funds outperformed their average passive peer over a 12-month period.

itigroup Q3 Earnings Crushed Estimates

Strong Travel Demand Lifted Delta’s Q3 Earnings

Social Security and Medicare in 2024

The New Social Security COLA

2024 COLA and Retiree’s Budgets

Traditional Medicare vs. Medicare Advantage

Will Medicare Prescription Drug Prices Fall?

Actively-Managed Funds vs. Passive Index Funds

What Drove the Active Fund Rebound?

Active Fund Managers’ Outperformance  

How to Choose a Winning Active Fund

Read about topics from this episode.  

Citigroup Earnings: Revenue Growth Is Working, but We Won’t Know About Expenses Until 2024

Delta Earnings: Higher Structural Costs Will Lead to New Equilibrium; Fair Value Down $1 to $40

I’m 65 and Still Working. Should I Enroll in Medicare?

Should You Delay Taking Social Security Benefits?

Social Security for Beginners, Part I

2024 Medicare Parts A & B Premiums and Deductibles

Actively Managed Funds Surprise in Market Rebound

Large-Growth Active Fund Managers Have Faced an Uphill Battle

When It Comes to Passive Bond ETFs, the Devil Is in the Details

What to watch from Morningstar.

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

Read what our team is writing:

Ivanna Hampton

Ryan Jackson

Mark Miller

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Bryan Armour, director of passive strategies research for North America at Morningstar Research Services, discusses how investors and financial advisors are pushing down mutual fund and ETF fees.

Fund Fees History  

Fund Flow Trends

Falling Fund Fees  

What is Happening with Retirement Accounts?

Is There a Shift in the Financial Advice Industry?

Why Investors May Not See Savings  

What is a ‘Greenium’?

Vanguard Wins Cheapest Average Fund Fees

How Low Can Fund Fees Go?

Two Fund Picks

Read about topics from this episode.  

Morningstar's U.S. Fund Fee Study

Can Vanguard Still Compete on Fees?

The Link Between Flows and Fund Ratings

When Should You Own the Underlying Components Rather Than a Fund-of-Funds?

What to watch from Morningstar.

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

Read what our team is writing:

Ivanna Hampton

Bryan Armour

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Tax expert Ed Slott explains why following some tax advice on TikTok could lead to an IRS audit. Jack Shannon, Morningstar Research Services’ senior manager research analyst, pits the valuation of privately held ByteDance against publicly traded rivals Meta and Snap.

How are Companies like ByteDance Valued?

Why Valuations Matter

ByteDance and Tech’s 2023 Rally

TikTok, Meta, and Snap  

TikTok’s Business Risks

The “Unicorn of all Unicorns”

IRS Releases Memo About TikTok Trend

Audit Warning 

What the TikTok Trust Promoters Are Getting Wrong

How to Protect Yourself

Read about topics from this episode.  

How Mutual Funds Are Valuing TikTok, Twitter, and Other Private Companies https://www.morningstar.com/funds/how-mutual-funds-are-valuing-tiktok-twitter-other-private-companies

The Best and Worst Mutual Fund Bets of the Past 25 Years https://www.morningstar.com/funds/best-worst-mutual-fund-bets-past-25-years

IRS Chief Council Memo https://www.irs.gov/pub/lanoa/am-2023-006-508v.pdf

What to watch from Morningstar.

Payment Pause Ends: Student Loan Expert Shares Repayment Tips

https://youtu.be/wVr-_KOM3Qw?si=GtSJQNVoPsbXDHia

UAW Strike Raises Investor Risks https://youtu.be/D-fkLxPeVVI?si=HxF5jUQPju2AJmDt

3 of the Best Robo-Advisors, and One of the Worst https://youtu.be/BSoSdJdUFKU?si=4K7BciRIHIq7Run9

Stocks to Consider as the U.S. Pushes to Reclassify Cannabis https://youtu.be/fME1Oyit2CY?si=XbvRY1fz-etDjn4o

Read what our team is writing:

Ivanna Hampton https://www.morningstar.com/authors/2399/ivanna-hampton

Jack Shannon https://www.morningstar.com/authors/2372/jack-shannon

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Betsy Mayotte, founder of The Institute of Student Loan Advisors, explains the benefits of federal student loan repayment plans, and the loophole that makes Parent Plus loans eligible for the SAVE plan.

New-Home Sales Have Remained Resilient

FedEx Missed Morningstar’s Expectations

Microsoft’s Activision Blizzard Buyout  

Student Loan Repayments and “The Institute of Student Loan Advisors”

How To Prepare for Student Loan Payments  

Younger Borrowers vs. Older Borrowers

Shifting Student Debt

Risks of Defaulting on Federal Student Loan Debt in Retirement

The SAVE Repayment Plan

What Rising Bond Yields Mean for Investors

Read about topics from this episode.  

Incentives and Speculative Building Have Boosted New-Home Sales; We Now See More Starts in 2023

FedEx Earnings: Global Package Demand Still Sluggish, but Ground Margins Impress

Activision Blizzard: Sale to Microsoft Will Likely Close in October

Student Loan Repayments Are Back. What Does That Mean for Your Financial Plan?

Information on Limited Forgiveness Opportunities and Repayment Restart

What to watch from Morningstar.

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

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

Read what our team is writing:

Ivanna Hampton

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Also, why Morningstar thinks the Federal Reserve will cut interest rates earlier than projected.

Dave Whiston, U.S. autos equity analyst for Morningstar Research Services, says the demands from the UAW strike could bankrupt the Big Three automakers.

Apple’s Innovation in Q3

Smucker’s is Growing Its Snacking Portfolio

Morningstar Expects More Deals from Disney  

An Unprecedented UAW Strike

What are the UAW Strike Counteroffers? 

Advantages and Disadvantages of a Standup Strike

Would Meeting the Strike’s Demands Make the Big Three Automakers Less Competitive?

UAW Strike Risks to Investors

15:54 Ford and GM Stocks

17:21 We Expect Faster Pace of Interest-Rate Cuts Than the Fed

Read about topics from this episode.  

Disney and Charter: A New Carriage Agreement Points to Improved Content Strategies https://www.morningstar.com/articles/1180340/disney-and-charter-a-new-carriage-agreement-points-to-improved-content-strategies

Qualcomm: Supply Agreement With Apple Doesn’t Alter Our Long-Term Valuation https://www.morningstar.com/articles/1180169/qualcomm-supply-agreement-with-apple-doesnt-alter-our-long-term-valuation

Smucker: Price Paid for Hostess Looks Fair, but Past Execution Mistakes Worry Investors 

https://www.morningstar.com/articles/1180281/smucker-price-paid-for-hostess-looks-fair-but-past-execution-mistakes-worry-investors

What the First-Ever UAW Strike at All 3 Detroit Automakers Could Mean https://www.morningstar.com/stocks/what-first-ever-uaw-strike-all-three-detroit-automakers-could-mean

When Will the Fed Start Cutting Interest Rates? https://www.morningstar.com/markets/when-will-fed-start-cutting-interest-rates

What to watch from Morningstar.

3 of the Best Robo-Advisors, and One of the Worst https://youtu.be/BSoSdJdUFKU?si=4K7BciRIHIq7Run9

Stocks to Consider as the U.S. Pushes to Reclassify Cannabis https://youtu.be/fME1Oyit2CY?si=XbvRY1fz-etDjn4o

“Ripped Off” to a “Better Deal” – How Investors Fared Since the Market-Timing Scandal https://youtu.be/yqmEo6PN7V0?si=hpAqff9EiQ2EEI2-

Economy Outshines ‘Uneventful Earnings' https://youtu.be/SCR-epYX0ts?si=MQWffECd7EFSGj1l

Read what our team is writing:

Ivanna Hampton https://www.morningstar.com/authors/2399/ivanna-hampton

Preston Caldwell https://www.morningstar.com/authors/2047/preston-caldwell

David Whiston https://www.morningstar.com/authors/766/david-whiston

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Morningstar Research Services’ Amy Arnott, portfolio strategist, and Gabe Denis, senior manager research analyst, discuss how the lines are blurring between robo-advisors and traditional financial advisors.

Timestamps:

What's a Robo-Advisor?

Investor Benefits From Robo-Advisors

Did 2022 Stand Up Against 2023?

Tax Loss Harvesting

Limitations of Digital Investment Advice

Robo-Advice vs. Human Advice

Robo-Advisor Fees

The Best Robo-Advisors Advisors of 2023

Schwab Intelligent Portfolios

Fidelity Go

Vanguard Robo-Advisor

The Worst Robo-Advisor

Read about topics from this episode. 

The Best Robo-Advisors of 2023

What Is a Robo-Advisor?

Should You Be Using a Robo-Advisor?

Are Robo-Advisors Worth Your Investment?

What to watch from Morningstar.

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

“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

Read what our team is writing:

Ivanna Hampton

Amy C. Arnott

Gabriel Denis

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In today’s episode, Morningstar Inc’s investment specialist Susan Dziubinski highlights three dividend stocks, while Kristoffer Inton, consumer equity strategist at Morningstar Research Services, talks all the latest developments in the cannabis space.

Salesforce Soared Among the Clouds

United Auto Workers Vote to Approve a Strike

Best Buy’s Better Q2

Cannabis Stocks Slow Growth  

HHS Recommends Rescheduling Cannabis   

Canadian Cannabis Companies 

Cannabis Stocks Look Cheap 

Cannabis Stock Outlook 

Read about topics from this episode.  

Salesforce Earnings: Strong Margins, Share Buybacks, CRPO Growth Drive Good Quarter

UAW Strike Likely at Stellantis, and Striking All the Detroit Three at Once Is Possible

Best Buy Earnings: Solid Quarter Overshadowed by Weak Industry Environment; Shares Remain Cheap

Cannabis Shares Rally On Recommendation for Less Stringent Prohibition

What to watch from Morningstar.

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?

Read what our team is writing:

Ruth Saldanha

Kristoffer Inton

Susan Dziubinski

Dave Sekera

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In today’s episode, Russ Kinnel, director of manager research for Morningstar Research Services, talks about the 2003 mutual fund scandal that resulted in allegations of market-timing and late trading. He also discusses increased transparency and lessons for investors.

Timestamps:

00:44 Will Investors Try Birkenstock on For Size?

02:04 NVIDIA’s Sky-High Performance

03:32 Mutual Fund Scandal’s 20th Anniversary

22:19 5 Stocks to Sell Before Labor Day

Read about topics from this episode.  

Birkenstock IPO: Will Investors Find the Price Uncomfortable?

After Nvidia Stock’s Huge Rally, 6 Key Things to Watch in Q2 Earnings

After Earnings, Is Nvidia Stock a Buy, a Sell, or Fairly Valued?

The 5 Biggest Mutual Fund Rating Upgrades of 2023

3 High-Dividend Stocks to Avoid

5 Stocks To Buy as Q2 Earnings Season Wraps Up

What to watch from Morningstar.

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?

Read what our team is writing:

Ivanna Hampton

Russel Kinnel

David Sekera

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Episode notes: In today’s episode, Tom Lauricella, Morningstar Inc’s chief markets editor, talks about the strong economy and where investors can find some opportunities.

Timestamps:

Earnings Season Trends

Apple and Amazon Earnings

What Did We See from the Banks in Q2?

Key Trends and the U.S. Economy 

Will There Be a Recession? 

Inflation Trends

Fed and Interest Rates Outlook

Stock Market Outlook

Near-Term Stock Outlook

What Headwinds Could the Stock Market Face?

Takeaways forrom 2023

Read about topics from this episode. 

July Jobs Report Suggests Economy on Track for ‘Immaculate Disinflation’

Markets Brief: Is the Stock Rally Broadening?

July CPI Report Cements Improved Inflation Picture

5 Stocks To Buy as Q2 Earnings Season Wraps Up

The Stock Market Is Now Fairly Valued. Here’s What to Do Next.

Subscribe to Smart Investor! [IH1]

What to watch from Morningstar.

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

Read what our team is writing:

Ivanna Hampton

Tom Lauricella

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@Jessica Bebel Nice touch! Thanks for including. [IH1]

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In this two-part episode, Dan Romanoff, a senior equity analyst for Morningstar Research Services, talks about Microsoft’s AI advantage and its closest competition.

Timestamps:

Big Tech and AI

What Gives the More Established Companies an Edge?

Small Companies and AI

What’s Next for Microsoft and AI?

How to Integrate AI

Will People Have to Pay to Interact With for Artificial Intelligence?

AI Hype vs. AI Reality

Will Google Be Next to Lead the AI Race? The Chase in the AI Race

Microsoft Stock Outlook

Read about topics from this episode. 

After Earnings, Is Microsoft Stock a Buy, a Sell, or Fairly Valued?

Microsoft and AI: Believe the Hype?

Microsoft Earnings: Solid Performance, With Azure Strength Offset by Margin Pressure in 2024

Before Investing in AI Stocks, Consider This

Microsoft Stock vs. Alphabet Stock: Which Is a Better Buy?

What to watch from Morningstar.

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)

Read what our team is writing:

Ivanna Hampton

Dan Romanoff

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