Dan Lefkovitz, strategist for Morningstar Indexes, talks about what he finds noteworthy in the bond market today. Philip Straehl, chief investment officer for the Americas for Morningstar Wealth, a part of registered investment adviser Morningstar Investment Management, explains why employees who own company stock should protect their total wealth.

Bond Market in Q1 2025

Why Did the 10-Year US Treasury Yield Go Up After 2024 Interest Rate Cuts 

Why Bond Investors Are Worried Following the US Presidential Election

What’s the Bright Side for Bonds?

The Importance of Portfolio Diversification

Morningstar’s 2025 Bond Outlook

Key Takeaways on Portfolio Diversification

What’s New in the Markets?

What Are Restricted Stock Units?

Risks Associated with RSUs

Examining RSU Risk Through Portfolio Personalization

Understanding Concentration Risk’s Effect on Your Total Wealth

Do Separately Managed Accounts Offer Enough Personalization? 

How Should Investors Mitigate the Risk?

How Do Your Financial Goals Play Into Diversifying Your Concentrated Portfolio?

Do You Need a Financial Advisor to Diversify Your Portfolio?

Key Takeaways on RSUs and Portfolio Personalization

Read about topics from this episode.  

Experts Forecast Stock and Bond Returns: 2025 Edition

What Higher Inflation Means for Stock/Bond Correlations

10 Financial Rules of Thumb You Don’t Have to Follow

Do as I Say (Not as I Do)

Bonds Might Be Losing Money, but There Is a Bright Side

8 Top-Performing High Yield Bond Funds

Stocks and Bonds Stumble on Hot Jobs Report. Are Markets in Trouble, or Is It Just Noise?

How to Make Sure Your Personalized Portfolio Doesn’t Backfire

Should Your Clients’ Stock Portfolios Consider Their Careers?

What to watch from Morningstar.

Where to Find Bargain Stocks in an Expensive Market 
These 4 Dividend ETFs Strike the Right Balance for Income Investors 
Vanguard Fee Cuts May Be Small, But They’re a Win For Investors 
How Inflation, Tariffs, and More Could Impact Your Finances in 2025 
 

Read what our team is writing:

Dan Lefkovitz

Philip Straehl

Ivanna Hampton

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