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

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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

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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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Mark Miller, author of Retirement Reboot, explains why Social Security benefits are taxable, and how a bill aiming to eliminate taxes on Social Security would pay for the program.  

Read more about these topics from this episode.

Salesforce Earnings: Firm Declares a Dividend https://www.morningstar.com/stocks/salesforce-earnings-firm-declares-dividend

Snowflake Earnings: Revenue Outlook Disappoints; New CEO Taking Over https://www.morningstar.com/stocks/snowflake-earnings-revenue-outlook-disappoints-new-ceo-taking-over

Macy’s Earnings: Another Strategic Plan Is Unveiled, but Sales Growth Elusive https://www.morningstar.com/stocks/macys-earnings-another-strategic-plan-is-unveiled-sales-growth-elusive

Social Security Is Taxable? Don’t Be Caught Off Guard. https://www.morningstar.com/retirement/social-security-is-taxable-heres-how-determine-what-you-owe

What to watch from Morningstar.

SPY Vs VOO: Which of Warren Buffett’s Two ETFs Are a Better Bet? https://www.youtube.com/watch?v=WBVXw2Ih6qY

How to Get the Most Out of Your Bond Investments https://www.youtube.com/watch?v=UNnt-eBXojg

Should You Bet on Online Gambling Stocks Now? https://youtu.be/ltcMHu3RYYk?si=lfCgPUcU5Fvg19Uj When Will the Fed Finally Cut Rates? https://youtu.be/CcbUDKtnzNQ?si=n5Z2kbuHPPgW6CCN

Could Company 401(k)s Go the Way of IBM? https://youtu.be/QAxokyStJ3o?si=_18V0O8syb1otbor

Read what our team is writing: Ivanna Hampton

Follow us on social media. Facebook: https://www.facebook.com/MorningstarInc/ Twitter: https://twitter.com/MorningstarInc Instagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/

Walmart shares are overvalued, but Nvidia and Home Depot are fairly valued. Warren Buffet’s Berkshire Hathaway released its 13F for Q42023, and only two ETFs were on it – one of them earns the coveted Gold rating. 

Walmart’s Q4 Exceeded Expectations

Nvidia’s Stellar Quarter and AI Demand

Home Depot Felt Macro Pressures in Q4

Berkshire Hathaway Releases Its 13F

SPY and VOO

People and Process Pillar Ratings

Why Does Vanguard Have a Better Rating?

Structural Differences Between SPY and VOO

Outlook for Vanguard in 2024

Vanguard’s 2024 International Business Outlook

Advice in 2024

Read about topics from this episode.  

Walmart Earnings: Low Prices Winning Over Customers, Who Are Spending More 

Nvidia Earnings: Revenue Boom Fuels AI Hype 

Home Depot Earnings: Prudently Navigating Macro Pressures With Strategic Execution 

Berkshire Hathaway 13F Filing: More Sells Than Buys in Quieter Q4

Vanguard S&P 500 ETF Still Sets a High Bar for Index-Tracking 

What’s in Store for Vanguard’s Funds, ETFs, and More in 2024 

What to watch from Morningstar.

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

Should You Bet on Online Gambling Stocks Now?

When Will the Fed Finally Cut Rates?

Could Company 401(k)s Go the Way of IBM?

Read what our team is writing:

Ruth Saldanha 

Mo'ath Almahasneh 

Daniel Sotiroff 

Susan Dziubinski 

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Maciej Kowara, strategist for Morningstar Research Services, and Alec Lucas, director of manager research for Morningstar Research Services, talk about what surprised them about their research about bond investments.

Typical Bond Portfolio

How to Create Portfolio Optimized for Best Risk-Adjusted Returns

Sharpe-Optimized Portfolio  

Bank Loans and Corporate Bonds

Why Should Investors Trust This Portfolio?

Risk-Adjusted Portfolio vs. 60/40 Portfolio

How Investors Can Use Our Research

What Could Go Wrong with a Risk-Adjusted Portfolio?

Read about topics from this episode.  

How to Invest Better With Bonds

3 Bond Funds for All Yield Seasons

The Best Bond ETFs

What to watch from Morningstar.

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

Should You Bet on Online Gambling Stocks Now?

When Will the Fed Finally Cut Rates?

Could Company 401(k)s Go the Way of IBM?

Read what our team is writing:

Ivanna Hampton

Maciej Kowara

Alec Lucas

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Noah Rohr, equity analyst for Morningstar Research Services, explains how Walmart’s stock split will work, and what he’s looking for in the retailer’s earnings report. Sylvester Flood, senior product manager for Morningstar Inc, tells Ruth Saldanha, editorial manager for Morningstar Research Inc, why the demand for spot bitcoin ETFs is expected to grow.

Disney’s Climbing Margins in Q1

Ford’s Cutting Costs After UAW Strike

CVS 2024 Outlook Trimmed

Walmart Stock Split

Why Is Walmart Splitting Its Stock?

Will This Stock Split Help Investors?

What to Look for in Walmart’s Earnings 

Walmart Stock 

Spot Bitcoin ETFs

How Much Money Went Into The Spot Bitcoin ETF Launch?

ETF Flows

How to Calculate ETF Flow Numbers

New Net Money vs. Flow from One ETF to Another

‘Easy Button’ for Advisors Investing in Bitcoin 

Read about topics from this episode.  

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

Ford Earnings: Pricing Eases UAW Strike Damage 

CVS Earnings: Outlook Trimmed Due to Elevated Medical Utilization In Medicare Advantage Business 

Walmart Earnings: Top Line Expands as Consumers Seek Value Amid Tighter Economic Conditions

Spot Bitcoin ETFs Are Here. Should You Invest? 

What to watch from Morningstar.

Should You Bet on Online Gambling Stocks Now?

When Will the Fed Finally Cut Rates?

Could Company 401(k)s Go the Way of IBM?

Why Now Is the Time for Value Investing

Read what our team is writing:

Ivanna Hampton

Noah Rohr 

Ruth Saldanha 

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Facebook: https://www.facebook.com/MorningstarInc/

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