Denise Appleby, IRA Quick Reference Guide author known as The IRA Whisperer, clears up the confusion about what the IRS waived concerning inherited IRAs in 2024. Travis Miller, energy and utilities strategist for Morningstar Research Services, talks about how the artificial intelligence boom is driving data center demand. He also points to 2 cheap utility stocks expected to benefit.

Disney’s Improved Streaming Results  

Uber’s Strong Financial Results in 2024

Palantir’s Performance Led by AI Platform

Opportunities with Artificial Intelligence and Utility Stocks

Utility Stocks: When Will the Market Give the Sector Some Respect?

Where Do Utilities Fit into AI Growth?

How Higher For Longer Interest Rates Could Affect Utilities  

Utility Stock Picks  

New Rules for Inherited IRAs

Withdrawals from Inherited IRAs and the 10-Year Rule

Important Distinction About What the IRS Waived in 2024

Tax Implications for Inherited IRAs 

Will the IRS Suspend the Withdrawal Penalty for Inherited IRAs in 2025?

Read about topics from this episode.  

Disney Earnings: Improved Streaming Results Come at the Expense of Continued Linear Weakness 

Uber Earnings: Network Effect Continues to Drive Profitable Growth for Uber 

Palantir Earnings: AI Platform Drives Strong Start to 2024 

Utility Stocks: When Will the Market Give the Sector Some Respect? 

IRS Extends Waiver of Excise Tax for Inherited IRAs, but Not RMDs 

What to watch from Morningstar.

Short-Term Market Volatility Could Provide Long-Term Investing Opportunities 

Magnificent Seven Stocks: What’s Going on With Apple, Tesla, and Alphabet?

Covered Call and Buffer ETFs: Do the Pros Outweigh the Cons?

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

Read what our team is writing:

Ivanna Hampton

Travis Miller 

Denise Appleby 

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Sarah Hansen, Morningstar Inc markets reporter, discusses how today’s market volatility could benefit investors who are focused on long-term investing. Mark Miller, Retirement Reboot author, calls the Medicare changes in 2024 at the pharmacy counter “the best news that few people seem to know about.”  

Apple’s Weak 2024 but Optimism for 2025

Amazon’s Impressive First Quarter

Eli Lilly’s Better-Than-Expected Q1

Medicare's Falling Prescription Costs 

Why Are Medicare Prescription Costs Dropping?

How Spending Caps Affect Seniors

Expanded Access to Federal Assistance for Low-Income Seniors

Will Interest Rates Stay Higher for Longer?

How Have Interest Rates Weighed on Stocks?

How Fewer Interest Rate Cuts Could Benefit Investors

Key Takeaway

Read about topics from this episode.  

Apple Earnings: A Weak 2024, but Optimism for 2025

Amazon Earnings: AWS Growth Accelerates and Profit Margins Improve

Eli Lilly Earnings: Strong Weight-Loss Drug Sales Expand Margins

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

What Hot Inflation and Delayed Rate Cuts Mean for Investors

What to watch from Morningstar.

Magnificent Seven Stocks: What’s Going on With Apple, Tesla, and Alphabet?

Covered Call and Buffer ETFs: Do the Pros Outweigh the Cons?

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

3 Cheap Stocks to Watch in the Fight Over Sports Streaming

Read what our team is writing:

Ivanna Hampton

Mark Miller

Sarah Hansen

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Sarah Hansen, Morningstar Inc markets reporter, explains why Apple and Tesla are diverging from the rest of the Magnificent Seven stocks. Also, details into a first ever dividend from Alphabet. Preston Caldwell, senior US economist for Morningstar Research Services, discusses why the Federal Reserve left higher interest rates in place and is changing its bond holdings.

Alphabet’s First Dividend

Boeing’s Focused on Recovering from Past Mistakes

General Motors Strong Start to 2024

The Magnificent Seven Stock Divergence

Apple’s Fallen from Last Year’s Rally  

How Apple Could Reverse the Slide

Why Investors Are Changing Their Minds About Tesla

Morningstar’s Outlook for Tesla

Higher Interest Rates Stick Around

Read about topics from this episode.  

Alphabet Shares Surge on Strong Earnings, Dividend Surprise

Boeing Earnings: Paying for Mistakes Made Long Ago, Taking Back the Factory Floor

GM Earnings: Strong Start to 2024 Is Good Sign for Rest of the Year

Magnificent No More? Apple and Tesla Stocks Are Weighing on the Market

With Sticky March PCE Inflation, When Will the Fed Hit Its 2% Target?

What to watch from Morningstar.

Covered Call and Buffer ETFs: Do the Pros Outweigh the Cons?

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

Read what our team is writing:

Ivanna Hampton

Sarah Hansen

Preston Caldwell

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Netflix’s Incredible First Quarter  

United Flew Just Above Morningstar’s Expectations  

An Investing Guide for Every Life Stage

What is Life-Stage Investing?

Early Career Accumulation

When Would Roth Accounts Make Sense for an Investor?

Why Mid-Career Accumulation Can Be More Complicated

Financial Priorities of Mid-Career Accumulators

Covered-Call ETFs and Passive Strategies  

How Do Covered Call and Buffer ETFs Work?

Which Kind of Investors Are These Strategies Designed For?

Downsides to Buffer ETFs and Covered Call ETFs?

Tax Concerns

What ETF Fees Are Costing Investors?

Read about topics from this episode.  

Register for the Morningstar Investment Conference!

An Investing Guide for Every Life Stage

An Investing Road Map for Early Career Accumulators

An Investing Road Map for Midcareer Accumulators

Active ETFs are Soaring. Should You Invest?

Should You Own a Covered-Call ETF Like JEPI?

What to watch from Morningstar.

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

Read what our team is writing:

Ivanna Hampton

Margaret Giles

Bryan Armour

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Sheryl Rowling, editorial director for financial advice for Morningstar Inc, talks about four strategies to practice tax-efficient investing all year. Morningstar Sustainalytics’ director of stewardship Jackie Cook discusses three climate change resolutions this proxy-voting season, including one on Bank of America’s ballot.

Tesla Appears It’s Focusing on Profits

JPMorgan Chase Keeps Outlook Steady

Climate Change Resolutions During Proxy-Voting Season

Tax-Efficient Investing: 4 Moves to Make Now

Read about topics from this episode. 

Tesla: Staff Reduction Confirms Our View of Focus on Profits In 2024

JPMorgan Earnings: Bumper Profits Driven by Strong Net Interest Income and Trading Revenue

4 Climate Votes That Matter in This Year’s Proxy-Voting Season

What to watch from Morningstar.

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?

Read what our team is writing:

Ivanna Hampton

Jackie Cook

Sheryl Rowling

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Matthew Dolgin, senior equity analyst for Morningstar Research Services, talks about why companies are focusing on sports streaming as competition heats up. Plus, the path they could take to improve their financial situations.

Netflix’s Dominance  

Disney, Fox, and Warner Bros. Discovery’s New Sports-Focused Streaming Service

How Companies Can Expand into Streaming

The Role of Sports in Streaming

NBA TV Deal

Why are Apple and Amazon Tough Competitors?

Streaming Services With Compelling Growth Stories 

Streaming Company Stock Picks

Read about topics from this episode.  

Morningstar Magazine

Paramount and Warner Bros. Discovery: Uncertainty Surrounds Customer Choices for Streaming

Disney Earnings: Lots of Good, Especially for the Flashy Metrics, but Underlying Issues Remain

Netflix Earnings: Performance and Outlook Impressive, but Subscriber Growth Should Moderate

What to watch from Morningstar.

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

Read what our team is writing:

Ivanna Hampton

Matthew Dolgin

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Dan Sotiroff and Todd Trubey, senior manager research analysts for Morningstar Research Services, discuss what makes a great dividend fund, the trade-offs that are costing some investors, and the risks to watch for.

Dividend Income, Dividend Growth, and Dividend Income and Growth

Dividend Fund Risks

Should Dividend Yield Be a Top Priority? 

Dividend Funds vs Passive Options 

What Advantage Do Actively Managed Funds Have Over Broadly Diversified Passive Funds?

How to Find a Great Dividend Fund

Passively Managed Dividend Fund Picks

Actively Managed Fund Picks

Read about topics from this episode.  

What Makes a Great Dividend Fund?

3 Great International Dividend ETFs for 2024

The Best Dividend Funds

What to watch from Morningstar.

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?

Read what our team is writing:

Ivanna Hampton

Daniel Sotiroff

Todd Trubey

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John Rekenthaler, vice president of research for Morningstar Research Services, explains how Morningstar’s study confirmed the 4% retirement rule and discusses why it’s important for new retirees to be flexible with their spending.

Six Retirement Withdrawal Strategies that Stretch Savings

What Has Changed with Retirement Withdrawal Rates?

Trade Offs to a Conversative Start with Your Portfolio

Risks and Benefits of Changing a Portfolio’s Stock Allocation

Flexible Spending Strategies  

The Role of Guaranteed Income

Key Takeaways

Read about topics from this episode.  

Six Retirement Withdrawal Strategies that Stretch Savings

Morningstar’s Retirement Income Research: Reevaluating the 4% Withdrawal Rule

The Good News on Safe Withdrawal Rates

The Best Flexible Strategies for Retirement Income

What to watch from Morningstar.

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?

Read what our team is writing:

Ivanna Hampton

John Rekenthaler

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David Harrell, editor of Morningstar DividendInvestor newsletter, explains why some income-focused investors may skip adding two new dividend stocks, Meta and Salesforce, to their portfolios. Preston Caldwell, senior US economist for Morningstar Research Services, talks about why he expects more rate cuts than the Federal Reserve’s projections.

Adobe’s Strong Q1 & Disappointing Forecast

Do Salesforce and Meta Pay Dividends?

Meta and Salesforce New Dividends  

What Can Meta and Salesforce Shareholders Expect?

Will Meta and Salesforce Diversify the Pool of Dividend-Paying Stocks?

Mega-Cap Stocks and Dividend Investing

Why We Think 5 Interest-Rate Cuts Are Coming in 2024

Will Interest Rates Drop in 2024?

When Will the Fed First Cut Interest Rates?

Federal Reserve’s Longer-Term Outlook

Read about topics from this episode.  

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

What Stock Investors Need to Know About Meta’s New Dividend 

Salesforce Earnings: Firm Declares a Dividend 

Fed on Track for June Rate Cuts and More 

What to watch from Morningstar.

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

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

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

Should You Bet on Online Gambling Stocks Now?

Read what our team is writing:

Ivanna Hampton

Preston Caldwell 

David Harrell 

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Tori Dunlap, the author of Financial Feminist, talks about why women should stop feeling guilty about their spending and why they should keep their finances separate from their partner’s.

Her First $100K

Loud Budgeting

Why We Spend and How to Not Feel Guilty About It

Should You Rent or Buy a Home?

Women’s Economic Empowerment

Financial Education as Protest

Making More Women Rich

How to Be Fearless When It Comes to Money

Read about topics from this episode.  

The C-Suite Gender Pay Gap Persists. It’s Not About Pay Discrimination. 

Women Get Less Support Than Men For Key Board Roles 

The Percentage of Female Fund Managers Is Almost Exactly Where It Was 20 Years Ago 

What to watch from Morningstar.

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

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

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

Should You Bet on Online Gambling Stocks Now?

Read what our team is writing:

Ivanna Hampton 

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