Morningstar

•

Channel • 5 Shows

Investing

Investing

Updated weekly
Investing

Investing

Updated weekly
Investing

Investing

Every two weeks
Investing

Investing

Every two months
Investing

Investing

Updated weekly

25/04/2025

Retirees: Here's How to Tweak the 4% Rule to Protect Your Nest Egg

Amy Arnott, Morningstar Inc. portfolio strategist, discusses why her team’s starting safe withdrawal rate is more conservative than the popular 4% rule. Plus, a new metric to help determine financial priorities during retirement. How ‘The State of Retirement Income’ Report Helps Investors Know Their Safe Withdrawal Rate Conservative Estimate for Starting Safe Withdrawal Rate Why Has the Starting Safe Withdrawal Rate Gone Down? Flexible or Dynamic Strategies to Increase the Starting Safe Withdrawal Rate What Is the Spending-Ending Ratio? Retirement Spending Strategies That Leave Legacy Funds Strategies to Help Retirees Spend All Their Retirement Savings Should You Delay Social Security? What Type of Retiree Should Considering an Annuity? Pros and Cons of Deferred Annuities What’s Next for ’The State of Retirement Income’ Report? Read about topics from this episode. Six Retirement Withdrawal Strategies That Stretch Savings The Best Ways to Maximize Your Retirement Income in 2025 Navigating the Future of Retirement Income: Trends, Strategies, and Insights Morningstar’s Retirement Income Research: Reevaluating the 4% Withdrawal Rule What’s a Safe Retirement Spending Rate for 2025? Maybe You Shouldn’t Delay Taking Your Social Security Benefits After All How to Retire: Tips for Entering Retirement TIPS Funds Gain on Fears of Inflation and Economic Downturn How to Use Our Retirement Income Research What to watch from Morningstar. Worried About a Market Sell-Off? These 10 Funds Reduce Portfolio Risk Gray Divorce: How to Avoid Triggering a Costly Tax Bill Why the Bond Market Looks Brighter Than It Did in 2022 Where to Find Bargain Stocks in an Expensive Market Read what our team is writing: Amy Arnott Ivanna Hampton Follow us on social media. Facebook: https://www.facebook.com/MorningstarInc/ X: https://x.com/MorningstarInc Instagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

25/04/2025

•

23 min
04/04/2025

Market Volatility: What to Watch in Q2 After Big Swings in Q1

Sarah Hansen, Morningstar Inc. senior markets reporter, discusses the market volatility in the first quarter of 2025 and the portfolio strategy that paid off for investors. What’s the Difference Between the Stock Market and the Economy? How Stock Market Trends in 2025 Have Shifted From Last Year Worries About Changes Fanning Market Volatility How Tariffs Could Impact Growth, Inflation, and Consumer Prices Market Volatility Sends Investors Rushing to Gold What Are the Risks of a Recession in 2025? Why Portfolio Diversification Is a Winning Strategy During Market Volatility What's next is now at the Morningstar Investment Conference. Register now to get to the source for cutting-edge research, expert insights, and thorough analysis. Click here to register. Read about topics from this episode. 13 Charts on Q1’s Dramatic Rotation in Stocks Trump Tariff Selloff: How Long-Term Investors Can Best Weather the Storm Tariffs and the Markets: What Investors Need to Know Q1’s Biggest Lesson for Investors: Diversification Works US Stocks Fall Sharply as Recession Fears Build on Tariff Worries Tariffs Are a Self-Inflicted Economic Catastrophe How Caution and Contrarianism Paid Off for Investors During Q1 What We’ve Learned From 150 Years of Stock Market Crashes Investors Flock to Ultrashort Bond and Gold ETFs Amid Market Uncertainty What to watch from Morningstar. Does It Pay to Copy Congress' Stock Trades? Can Healthcare Stocks Keep Outperforming the Market? Worried About a Market Sell-Off? These 10 Funds Reduce Portfolio Risk Gray Divorce: How to Avoid Triggering a Costly Tax Bill Read what our team is writing: Sarah Hansen Ivanna Hampton Follow us on social media. Facebook: https://www.facebook.com/MorningstarInc/ X: https://x.com/MorningstarInc Instagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

04/04/2025

•

15 min
02/05/2025

Berkshire Hathaway's Annual Meeting Could Reveal Its Future Plans. Here's What We're Watching For.

Gregg Warren, senior analyst with Morningstar Research Services, discusses the succession, dividend, and stock portfolio questions he would ask at this year’s Berkshire Hathaway annual meeting. Warren previously pitched questions as part of the meeting’s analyst panel. Key Takeaways: Morningstar Analyst on Pitching Questions at Berkshire Hathaway Annual Meeting Succession Planning for Berkshire Hathaway’s Insurance Business What Investors Need to Know About Warren Buffett’s Successor Should Greg Abel Spin Off Berkshire Hathaway’s Businesses or Issue a Dividend? What We Are Listening for From Buffett on His Stock Sales at the Berkshire Hathaway Annual Meeting 2025 Does Warren Buffett Think the US Is Still a Solid Bet? Is Berkshire Hathaway Stock a Buy? Read about topics from this episode. 10 Questions for Berkshire Hathaway’s 2025 Annual Meeting Subscribe to The Morning Filter on Apple Podcasts, or wherever you stream podcasts. What to Expect at Berkshire Hathaway’s Annual Meeting Why Berkshire Hathaway’s Stock is Beating the Market in 2025 What I Hope My 14-Year-Old Learned at Berkshire Hathaway’s Annual Meeting Warren Buffett Dismisses Concerns About Cash Holdings 9 Charts on Trump’s First 100 Days in the Markets US Treasuries Sell Off as Trade War Calls Haven Status Into Question How to Invest Like Warren Buffett The 4 Warren Buffett Stocks to Buy After Berkshire Hathaway’s Latest 13F Filing Warren Buffett Sold These 2 ETFs. Should You? What to watch from Morningstar. Retirees: Here's How to Tweak the 4% Rule to Protect Your Nest Egg Market Volatility: Which Investments Will Protect Your Portfolio in a Recession? Market Volatility: What Lies Ahead in Trump’s Trade War Market Volatility: What to Watch in Q2 After Big Swings in Q1 Read what our team is writing: Greggory Warren Ivanna Hampton Follow us on social media. Facebook: https://www.facebook.com/MorningstarInc/ X: https://x.com/MorningstarInc Instagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

02/05/2025

•

22 min
31/10/2023

JL Collins: Spotlighting the Many Paths to Financial Independence

Our guest on the podcast today is author and blogger JL Collins. He blogs about financial independence and other matters at jlcollinsnh.com. JL’s first book, The Simple Path to Wealth: Your Road Map to Financial Independence and a Rich, Free Life, was published in 2016 and has become something of a bible for people in the financial independence movement. His new book is called Pathfinders: Extraordinary Stories of People Like You on the Quest for Financial Independence. Background Bio Jlcollinsnh.com “JL Collins: The Case for Simplicity,” The Long View podcast, Morningstar.com, April 5, 2022. Pathfinders: Extraordinary Stories of People Like You on the Quest for Financial Independence—And How to Join Them, by JL Collins The Simple Path to Wealth: Your Road Map to Financial Independence and a Rich, Free Life, by JL Collins Saving, Spending, and Lifestyle Creep Lifestyle Creep: What It Is, How It Works “How ‘Geographic Arbitrage’ Can Make You Money,” by Eric Reed, smartasset.com, May 30, 2023. “Why Your House Is a Terrible Investment,” by JL Collins, jlcollinsnh.com, Sept. 22, 2023. “Higher for Longer vs. the Stock Market,” by Ben Carlson, awealthofcommonsense.com, Oct. 3, 2023. Investing “Things Important, and Unimportant,” by JL Collins, jlcollinsnh.com, March 1, 2023. “Stocks—Part XXX: jcollinsnh vs. Vanguard,” by JL Collins, jlcollinsnh.com, Sept. 16, 2023. Other FI Chautauqua Mr. Money Mustache The Richest Man in Babylon, by George S. Clason A Wealth of Common Sense Quit Like a Millionaire, by Kristy Shen and Bryce Leung Mad Fientist Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

31/10/2023

•

54 min
30/05/2025

13 Elite Companies With Fast-Growing Dividends

David Harrell, editor of Morningstar’s DividendInvestor newsletter, talks about the dividend stocks that earned a spot on the newsletter’s annual Dividend Growers list. Harrell also discusses how to approach dividend investing. What Qualifies a Dividend Stock to Be on the DividendInvestor’s Annual Dividend Growers List? 13 Elite Companies With Fast-Growing Dividends This part of the episode includes a correction: In an earlier version of this podcast, a section about companies included on the DividendInvestor’s DividendGrowers list and a follow-up question about companies that weren’t included was inadvertently cut during production. The episode has been updated to restore this information. Why These Companies Failed to Make the Dividend Growers List in 2025 Which Companies Were ‘Near Misses’ for the Dividend Growers List? Why Are Higher-Yielding Dividend Stocks Absent? Why Dividend Growth Investing Can Benefit Investors With a Longer Time Horizon Is Double-Digit Dividend Growth Sustainable for Companies? Which Companies Are on Track to Appear on Next Year’s Dividend Growers’ List? What Investors Need to Know Before Investing in Dividend Stocks Undervalued Dividend Growers Stock Picks Read about topics from this episode. Subscribe to the Morningstar DividendInvestor newsletter. Stocks With 5 Years of Double-Digit Dividend Increases 7 Undervalued Stocks that Just Raised Dividends 10 Top-Performing Dividend Stocks What You’re Getting Wrong About Dividend Investing The 10 Best Dividend Stocks These Dividend Aristocrats Provide Appealing Consistency for Investors What to watch from Morningstar. The Stock Strategies That Are Paying Off in 2025 Worried About Inflation? What to Know Before Buying TIPS ETFs Market Volatility: The Trade Deals That Could Calm Wall Street Berkshire Hathaway's Annual Meeting Could Reveal Its Future Plans Retirees: Here's How to Tweak the 4% Rule to Protect Your Nest Egg Read what our team is writing: David Harrell Ivanna Hampton Follow us on social media. Facebook: https://www.facebook.com/MorningstarInc/ X: https://x.com/MorningstarInc Instagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

30/05/2025

•

15 min
18/04/2025

Market Volatility: Which Investments Will Protect Your Portfolio in a Recession?

Amy Arnott, Morningstar Inc. portfolio strategist, discusses which investments have performed best and worst in past recessions. Gold prices are rising during the current market volatility. Arnott explains why it might not be the best time to buy the precious metal. Key Takeaways: Why Current Market Volatility May Not Be Ending Soon How to Keep Yourself Steady During Market Volatility How Investors Nearing Retirement Can Avoid Sequence-of-Return Risk During Market Volatility How Retirees Can Mitigate Market Volatility Using the Bucket Approach Which Asset Classes Have Performed Best and Worst During a Recession? What Investors Should Keep in Mind Before Going for Buying Gold Why It’s Better to Own Large Companies During an Economic Slowdown Why Consumer Defensive Stocks Have Been Resilient During Recessions What Sectors Have Been Hit the Hardest in Past Recessions? Create an Investment Plan and Stick to It During Market Volatility Read about topics from this episode. Best Investments to Own During a Recession Morningstar’s Take on Tariffs: Stock Impacts, Portfolio Tips, and More What We’ve Learned From 150 Years of Stock Market Crashes A Down-Market Survival Guide for Pre-Retirees A Down-Market Survival Guide for Retirees How to Use Gold in Your Portfolio How to Keep Your Cool in a Volatile Market What Do Tariffs and Increased Recession Risk Mean for Banks? What Tariff Volatility Means for the Consumer Defensive Sector What Bucket Investors Should Do in Down Markets It Feels Different This Time—but It Probably Isn’t What to watch from Morningstar. Market Volatility: What Lies Ahead in Trump’s Trade War Market Volatility: What to Watch in Q2 After Big Swings in Q1 Does it Pay to Copy Congress’ Stock Trades? Can Healthcare Stocks Keep Outperforming the Market? Read what our team is writing: Amy Arnott Ivanna Hampton Follow us on social media. Facebook: https://www.facebook.com/MorningstarInc/ X: https://x.com/MorningstarInc Instagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

18/04/2025

•

13 min
16/05/2025

Worried About Inflation? What to Know Before Buying TIPS ETFs

Dan Sotiroff, senior manager research analyst for Morningstar Research Services, explains how TIPS ETFs work, their performance in 2025, and what to consider before buying the treasury inflation-protected securities. Key Takeaways: What Are TIPS? TIPS ETFs vs. TIPS Flows Into TIPS ETFs in 2025 Surprises Morningstar’s ETFInvestor Editor How TIPS Have Performed Against the Bond Market in 2025 How Higher-for-Longer Interest Rates Could Create Higher Risk Should Investors Look to Short- or Long-Term TIPS During Market Volatility? What’s the Best Account to Hold TIPS ETFs? Who Should Invest in TIPS ETFs? 2 Top TIPS ETFs Picks Read about topics from this episode. Subscribe to Morningstar’s ETFInvestor newsletter. TIPS Funds Gain on Fears of Inflation and Economic Downturn How to Use TIPS in Your Portfolio Why the Fed May Wait Until July to Cut Interest Rates Inflation Was Softer in April, but Tariff Impacts Still Loom What Now? An Investor’s To-Do List for Chaotic Markets Morningstar′s Guide to ETF Investing How to Think About Time Horizons in Bond Investing 6 Top-Performing TIPS Funds 3 Defensive ETFs for Current Volatility What to watch from Morningstar. Market Volatility: The Trade Deals That Could Calm Wall Street Berkshire Hathaway's Annual Meeting Could Reveal Its Future Plans Retirees: Here's How to Tweak the 4% Rule to Protect Your Nest Egg Market Volatility: Which Investments Will Protect Your Portfolio in a Recession? Market Volatility: What Lies Ahead in Trump’s Trade War Read what our team is writing: Daniel Sotiroff Ivanna Hampton Follow us on social media. Facebook: https://www.facebook.com/MorningstarInc/ X: https://x.com/MorningstarInc Instagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

16/05/2025

•

13 min
09/05/2025

Market Volatility: The Trade Deals That Could Calm Wall Street

Dominic Pappalardo, chief multi-asset strategist for Morningstar Investment Management’s Wealth group, discusses how trade talks over tariffs could ripple through the bond market and whether import taxes are the right move for Hollywood movies. Key Takeaways: What a Potential Trade Deal Between the US and UK Means for Market Sentiment What Countries Need to Strike a Trade Deal to Calm Wall Street? What Persistent High Tariffs and Falling Imports From China Could Mean for the US How Japan Moving Out of US Treasuries Could Rattle the Bond Market How Trump’s Tariffs on International Movies Could Affect the Services Sector How Tariff-Induced Market Volatility Affects the US Dollar’s Strength Globally Has Market Volatility Made the US a Risky Bet for Stock Investors? How Investors and Investment Managers Should Handle Market Volatility What to Watch Before Trump’s 90-Day Tariff Pause Ends Read about topics from this episode. 9 Charts on Trump’s First 100 Days in the Markets 6 Charts on How Trump’s Tariffs Have Upended Global Markets Q1 GDP Forecast to Show Sharp Slowdown as Imports Surge Ahead of Tariffs US-China Trade War Cause Us to Reduce Most US Independent Producers’ Valuations by 2%-13% US Treasuries Sell Off as Trade War Calls Haven Status Into Question Dollar Hits 3-Year Low Against the Euro in Tariff Turmoil May 2025 US Stock Market Outlook: Eye of the Hurricane What to watch from Morningstar. Berkshire Hathaway's Annual Meeting Could Reveal Its Future Plans Retirees: Here's How to Tweak the 4% Rule to Protect Your Nest Egg Market Volatility: Which Investments Will Protect Your Portfolio in a Recession? Market Volatility: What Lies Ahead in Trump’s Trade War Read what our team is writing: Dominic Pappalardo Ivanna Hampton Follow us on social media. Facebook: https://www.facebook.com/MorningstarInc/ X: https://x.com/MorningstarInc Instagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

09/05/2025

•

18 min
04/07/2025

Market Volatility: 4 Key Factors to Track in Q3 2025

Sarah Hansen, Morningstar Inc’s senior markets reporter, discusses the uncertain outlook for the third quarter and how investors should prepare for market volatility. What Was Surprising From Q2 Market Volatility Mixed Expectations as Trump’s Tariff Deadline Approaches How Should Investors Prepare Themselves for Market Volatility? How Tariff Uncertainty Could Affect Company Earnings How Trump’s Tax and Spending Bill Raises Concerns About Federal Deficit How the Fed’s Decision on Interest Rates Could Affect the Yield Curve Should Investors Brace for More Market Volatility? Read about topics from this episode. 13 Charts on Q2’s Major Market Rebound Market Volatility: What to Watch in Q2 After Big Swings in Q1 Has the Stock Market Reached Peak Optimism on Tariffs? What Investors Need to Know About Tariffs Tariffs Would Likely Hit These US Stock Sectors the Hardest What Investors Need to Know About the Budget Reconciliation Bill The Deficit is the Biggest Risk for the Bond Market, Says Matt Eagan of Loomis Sayles How Much Will the Fed Cut Interest Rates? How Healthy Is the US Economy? Here’s What the Top Economic Indicators Say What to watch from Morningstar. Is the International Outlook Brighter Than the US? Digital Advice in 2025: What You Need to Know About Robo-Advisors Demystifying Private Equity and Private Credit ETFs: What Every Investor Should Know Market Volatility: Portfolio Diversification Is Winning in 2025 Read what our team is writing: Sarah Hansen Ivanna Hampton Follow us on social media. Facebook: https://www.facebook.com/MorningstarInc/ X: https://x.com/MorningstarInc Instagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

04/07/2025

•

14 min
13/06/2025

Demystifying Private Equity and Private Credit ETFs: What Every Investor Should Know

Bryan Armour, director of ETF and passive strategies research for North America at Morningstar Research Services, discusses private equity ETFs and private credit ETFs. Armour also previews his session at the 2025 Morningstar Investment Conference featuring two ETF experts. Hear From Experts on Private Asset ETFs at the 2025 Morningstar Investment Conference How Do Private Equity and Private Credit Investments Work? Why Access to Private Markets Is Expanding How Private Assets Pose a Challenge in ETFs Private Asset ETF Performance: PRIV and XOVR What Does Morningstar Think of Private Asset ETFs? How Firms Are Pricing Private Portfolio Shares Can Private Credit ETFs and Private Equity ETFs Improve Diversification? What Investors Stand to Gain or Lose in Private Markets Why Private Equity and Private Credit ETFs Are Here to Stay Read about topics from this episode. Register for the Morningstar Investment Conference 2025 How Private Assets Impede the Benefits of ETFs New Private Credit Funds Want Your Money. Here’s Why You Should Be Cautious It’s Getting Easier to Invest in Private Assets. What Does That Mean for Investors? What’s It Taking for Private Equity to Reach Smaller Investors? Persistence of Performance in Private Equity Unlikely Allies: Vanguard and Others Team Up to Offer Private-Market Investments Private Markets Are Coming to Financial Advisors Investors First: Unlocking Opportunities in Private Markets Morningstar′s Guide to ETF Investing What to watch from Morningstar. Market Volatility: Portfolio Diversification Is Winning in 2025 13 Elite Companies With Fast-Growing Dividends The Stock Strategies That Are Paying Off in 2025 Worried About Inflation? What to Know Before Buying TIPS ETFs Read what our team is writing: Bryan Armour Ivanna Hampton Follow us on social media. Facebook: https://www.facebook.com/MorningstarInc/ X: https://x.com/MorningstarInc Instagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

13/06/2025

•

15 min

Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The Company offers an extensive line of products and services for individual investors, financial advisors, asset managers, retirement plan providers and sponsors, and institutional investors in the debt and private capital markets.

Website

Morningstar

Top Shows

Top Episodes

About