Investing Insights
Morningstar, Ivanna Hampton, Sarah Hansen
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A thoughtful look at investing opportunities and risks beyond the market headlines, plus personal finance and retirement tips, from Morningstar.
Episodes
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New ETFs Are Launching Fast. Proceed With Caution 21.08.2026 15mPlus, the problems with leveraged and inverse ETFs that tend to shrink investor returns. -
Why Playing It Safe in Retirement Can Backfire 14.08.2026 15mPlus, three ways retirees can determine if they’re underspending. -
Why Do Active Funds Lag Even With Winning Picks? 07.08.2026 13mPlus, what everyday investors can learn from the pros’ missteps. -
Target-Date Funds With Annuities Are Gaining Ground. Is That Good for Your Retirement Plan? 31.07.2026 11mPlus, how income and guaranteed lifetime withdrawal benefits work. -
AI ETFs Are on the Rise. Are They Worth the Risk? 24.07.2026 15mPlus, several Gold-rated ETFs offer an opportunity to benefit from the AI boom while limiting exposure. -
Don’t Leave Tax Savings on the Table: How to Conduct a Midyear IRA Checkup 17.07.2026 10mPlus, fund ideas for keeping it simple and striving for capital appreciation. -
What Investors Should Watch for in the Second Half of 2026 10.07.2026 18mPlus, where to look for opportunities in fixed-income and more. -
Dividend Investing: How to Find the Right Balance Between Income and Growth 26.06.2026 15mPlus, two highly-rated dividend kings and three Gold-rated funds. -
Are Mutual Funds Becoming Obsolete? 19.06.2026 19mThe original vehicle for retail investors is under attack from ETFs and CITs. -
Brace Your Portfolio for Mega-IPOs 12.06.2026 13mHow SpaceX, Anthropic, and OpenAI will affect the public market. -
The Portfolio That Has Been Beating the Classic 60/40, and Why It Matters for You 05.06.2026 13mPlus, one of the biggest challenges to portfolio diversification today. -
The Best Opportunities for Fund Investors Today 29.05.2026 11mPlus, how Morningstar’s new methodology treated Vanguard and Fidelity. -
Will Vacation Inflation Affect Your Summer Travel? Here’s What to Know 22.05.2026 12mPlus, the airline stocks that are the most and least vulnerable to higher fuel prices. -
Bond ETF Flows Just Flipped. Here's What It Means for You 15.05.2026 15mPlus, 6 bond ETFs with high ratings and low risk. -
How Big Tech's Bond Spree and Rising US Debt Are Creating Risks and Opportunities 08.05.2026 16mPlus, a look at the biggest AI bond deals. -
10 Exceptional Stocks With Double-Digit Dividend Raises 01.05.2026 13mAlso, the names in this rare group that are undervalued today. -
Investors May Be Ignoring Big Market Disruptions. Is There Risk to the Rebuff? 24.04.2026 16mPlus, what’s likely flying under the radar. -
Vanguard Wrote the Playbook for Success. Now, It Must Evolve to Stay on Top 17.04.2026 22mPlus, two recently launched high-yield bond ETFs for passive and active investors. -
Vanguard Is Entering a New Era. Can It Keep Winning for Another 50 Years? 10.04.2026 16mPlus, what to know about three of the firm’s new active equity ETFs. -
These 8 Funds Could Help Steady Portfolios During Rough Markets 03.04.2026 10mA look at how allocation funds from Vanguard, T. Rowe Price, and more offer portfolio simplicity.
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