Investing Insights (Video) http://www.morningstar.com Get stock, fund, and ETF picks, plus personal finance advice, investing tips, and exclusive fund manager interviews. -- Chicago-based Morningstar, Inc. is a world-leading provider of independent investment research. Feeder 2.3.7(1701); Mac OS X Version 10.14.5 (Build 18F132) http://reinventedsoftware.com/feeder/ http://blogs.law.harvard.edu/tech/rss en-us 2019 Morningstar, Inc. Fri, 31 Jan 2020 11:38:33 -0600 Fri, 31 Jan 2020 11:38:33 -0600 http://im.mstar.com/im/videocenter/mstar-175x175.jpg Morningstar Logo http://www.morningstar.com Morningstar Get stock, fund, and ETF picks, plus weekly market insights, investing tips, and exclusive fund manager interviews from Morningstar’s director of equity research, director of personal finance, and stock and fund analyst team. Get stock, fund, and ETF picks, plus weekly market insights, investing tips, retirement advice, and exclusive fund manager interviews from Morningstar’s director of equity research, director of personal finance, and stock and fund analyst team. Chicago-based Morningstar, Inc. is a world-leading provider of independent investment research. investing,finance,christine,benz,josh,peters,options,trading,morningstar,stocks,mutual,funds,etfs,economic,analysis,investment,ideas,independent,investment,advice,bonds no no david.chung@morningstar.com Investing Insights Has Moved to YouTube! The video version of Investing Insights podcast has moved to YouTube. If you would like to keep watching the Investing Insights podcast please head over www.youtube.com/morningstar and subscribe to our channel

If you would like to listen to the audio version you can find it wherever you get your podcasts. Visit www.morningstar.com/podcast to find all the Morningstar podcasts.

We have also included these links in the show notes.

]]> Fri, 31 Jan 2020 12:00:34 -0600 70AF4E9F-2847-4FBC-A40F-800E1B51CBB4 Morningstar The video version of Investing Insights podcast has moved to YouTube. If you would like to keep watching the Investing Insights podcast please head over www.youtube.com/morningstar and subscribe to our channel. The video version of Investing Insights podcast has moved to YouTube. If you would like to keep watching the Investing Insights podcast please head over www.youtube.com/morningstar and subscribe to our channel If you would like to listen to the audio version you can find it wherever you get your podcasts. Visit www.morningstar.com/podcast to find all the Morningstar podcasts. We have also included these links in the show notes. no 0:30 david.chung@morningstar.cominvesting,finance,christine,benz,josh,peters,options,trading,morningstar,stocks,mutual,funds,etfs,economic,analysis,investment,ideas,independent,investment,advice,bonds 3 Foreign Stock Funds and Where to Go Active Fri, 24 Jan 2020 12:00:19 -0600 37CFDB84-BBFB-4A99-878C-23BA44BECC99 Morningstar Christine Benz recaps bucket portfolios in 2019, and learn how to choose a short-term bond fund. In this week’s podcast, our fund analysts share their foreign-stock favorites to increase your international-equity exposure, Christine Benz discusses her model retirement saver and bucket portfolios, director of passive strategies Alex Bryan on which parts of the market are more ideal for an active approach, equity analyst Dan Romanoff highlights why wide-moat Aspen is well positioned for an oil and gas rebound, and analyst Emory Zink recommends how to pick a short-term bond fund. no 26:32 david.chung@morningstar.cominvesting,finance,christine,benz,josh,peters,options,trading,morningstar,stocks,mutual,funds,etfs,economic,analysis,investment,ideas,independent,investment,advice,bonds Mutual Funds in 2019 and Financial To-Do List Fri, 17 Jan 2020 12:00:37 -0600 A3A5D6BC-EEFA-4C99-BD64-5F9BE432E42A Morningstar Insights into Fidelity’s highs and lows in the past year, and why Karft Heinz is worth another look. In this week’s podcast, Russel Kinnel reviews changes in the mutual funds industry in 2019, Christine Benz provides a tidy way to tackle your financial to-do list over the year, Robby Greengold discusses Fidelity’s highs and lows in the past year, equity analyst Erin Lash shares why Kraft Heinz is worth considering, and our equity analysts examine the utilities, integrated oils, and midstream industries through the lens of ESG. no 31:19 david.chung@morningstar.cominvesting,finance,christine,benz,josh,peters,options,trading,morningstar,stocks,mutual,funds,etfs,economic,analysis,investment,ideas,independent,investment,advice,bonds Bond Fund Picks and Vanguard’s Evolution Fri, 10 Jan 2020 12:00:25 -0600 9FA302EF-303D-42E3-8496-0480653C4DC3 Morningstar Insights into housing and utilities sectors In this week’s podcast, Christine Benz picks three bond-fund favorites for New Year’s rebalancing, Alec Lucas reviews Vanguard’s evolution in 2019, Charles Gross forecasts a favorable outlook for the housing market, Christine Benz highlights items that should be on investors’ radars in 2020, and Travis Miller sheds light on why renewable energy will be one of the biggest growth drivers in utilities sector. investing,finance,christine,benz,josh,peters,options,trading,morningstar,stocks,mutual,funds,etfs,economic,analysis,investment,ideas,independent,investment,advice,bonds no 22:15 david.chung@morningstar.com Contenders to Amazon, SECURE Act, and Enbridge Fri, 20 Dec 2019 12:00:15 -0600 549EBA4D-A9DB-4A0E-A4F3-BD8EAC1B9EAA Morningstar And more on evolution of foreign stock index funds. Get stock, fund, and ETF picks, plus weekly market insights, investing tips, retirement advice, and exclusive fund manager interviews from Morningstar’s director of equity research, director of personal finance, and stock and fund analyst team. Chicago-based Morningstar, Inc. is a world-leading provider of independent investment research. investing,finance,christine,benz,josh,peters,options,trading,morningstar,stocks,mutual,funds,etfs,economic,analysis,investment,ideas,independent,investment,advice,bonds no 23:48 david.chung@morningstar.com ESG Portfolios, Inflation Protection, and AbbVie Fri, 13 Dec 2019 10:00:55 -0600 CAE2C42A-10DD-464B-AEFF-9BFFB6E7537A Morningstar We discuss the boutique firm Diamond Hill and explain our new factor tool. In this week’s podcast, Christine Benz discusses her newest ESG model portfolios; Damien Conover on AbbVie’s dividend potential; Alex Bryan with TIPS ETFs to consider; our view on standout boutique Diamond Hill; and a look into our new factor profile tool. investing,finance,christine,benz,josh,peters,options,trading,morningstar,stocks,mutual,funds,etfs,economic,analysis,investment,ideas,independent,investment,advice,bonds no david.chung@morningstar.com Equity Funds for Retirement and Dividends in Tobacco Fri, 06 Dec 2019 12:00:26 -0600 5A7CD6E3-CDD5-431C-BAD5-B90494340C53 Morningstar We discuss how charitable giving can improve your portfolio and trends in bond index investing. In this week’s podcast; Russ Kinnel shares his favorite equity funds for retirement; analyst Philip Gorham highlights dividend opportunities in big tobacco; Christine Benz invites Vanguard’s head of ETF product management, Rich Powers, to discuss trends in bond index investing; Jon Hale breaks down the update to our sustainability rating methodology; Christine Benz explains how charitable giving can improve your portfolio; and analyst Julie Bhusal Sharma spell out how Accenture keeps it moat. investing,finance,christine,benz,josh,peters,options,trading,morningstar,stocks,mutual,funds,etfs,economic,analysis,investment,ideas,independent,investment,advice,bonds no 30:42 david.chung@morningstar.com Underspending in Retirement and Value Standouts Fri, 22 Nov 2019 12:00:38 -0600 E7C39337-F749-49EF-A0D8-616741D9C2E8 Morningstar We highlight dividend opportunities in telecom and share our stance on Sherwin-Williams. In this week’s podcast, Robby Greengold highlights three stand-out value funds, Michael Hodel shares dividend opportunities in telecom, Vanguard's Joel Dickson discusses spending enough in retirement, Charles Gross explains why Sherwin-Williams is overvalued, and Christine Benz shares lessons learned from portfolio makeover week. investing,finance,christine,benz,josh,peters,options,trading,morningstar,stocks,mutual,funds,etfs,economic,analysis,investment,ideas,independent,investment,advice,bonds no 27:06 david.chung@morningstar.com Bank Dividend Stocks and Choosing Target-Date Funds Fri, 15 Nov 2019 12:00:40 -0600 8586D096-49EC-4BDE-85B7-513089BE7432 Morningstar We breakdown Vanguard’s view on ETF trends and what makes United Rentals attractive.  In this week’s podcast, equity analyst Eric Compton highlights bank dividends, Vanguard’s Rich Powers discusses what drives fund flows into ETFs, equity analyst Scott Pope explains what makes United Rentals attractive, Jeff Holt provides guidance on choosing the right target-date fund, and analyst Eric Jacobson shares our favorite core plus bond fonds. investing,finance,christine,benz,josh,peters,options,trading,morningstar,stocks,mutual,funds,etfs,economic,analysis,investment,ideas,independent,investment,advice,bonds no 24:53 david.chung@morningstar.com Year-End Financial Planning and Vanguard Dividend Funds Fri, 08 Nov 2019 13:00:56 -0600 833F1743-7809-4B07-B987-0B93423E50C7 Morningstar We examine muni bonds, utilities, and Teva’s shares. In this week’s podcast, Vanguard's Maria Bruno offers some fourth-quarter portfolio strategies to prepare retirees for next year's tax season, Travis Miller discusses dividend opportunities in the utilities sector, Eric Jacobson breaks down high-yield municipal bonds, Alec Lucas explores dividend fund options offered by Vanguard, and Soo Romanoff sheds light on Teva’s valuation against the backdrop of the politically charged opioid epidemic. investing,finance,christine,benz,josh,peters,options,trading,morningstar,stocks,mutual,funds,etfs,economic,analysis,investment,ideas,independent,investment,advice,bonds no 28:43 david.chung@morningstar.com Dividend Opportunities, Medicare, and Balanced Funds Fri, 01 Nov 2019 12:00:53 -0500 85AF8353-922E-44B5-AAE3-53D1A07391DF Morningstar We examine withdrawal strategies for retirees and electric vehicles. In this week’s podcast, opportunities for dividend-focused investors in the integrated oil group; the many moving parts of Medicare; generating cash flows from your portfolio; our picks around electric vehicles; and Russ Kinnel's Favorite Balanced Funds. investing,finance,christine,benz,josh,peters,options,trading,morningstar,stocks,mutual,funds,etfs,economic,analysis,investment,ideas,independent,investment,advice,bonds no 27:08 david.chung@morningstar.com 529 Ratings and Value and Growth Picks Fri, 25 Oct 2019 12:00:54 -0500 494E5E66-9760-42DF-85FB-8B92434DB092 Morningstar ETFs for low yield environments and insight on energy sector’s future. In this week’s podcast, our analysts highlight three great value funds, equity analyst Charles Fishman talks energy, Alex Bryan shares three bond ETFs for a low yield environment, analyst Madeline Hume discusses results from our recent college saving plan ratings, and Alec Lucas picks three gold-rated large growth funds for your shopping cart. investing,finance,christine,benz,josh,peters,options,trading,morningstar,stocks,mutual,funds,etfs,economic,analysis,investment,ideas,independent,investment,advice,bonds no 17:50 david.chung@morningstar.com Tech Stocks for Dividend Seekers and Choosing Bond Funds Thu, 17 Oct 2019 22:00:59 -0500 4CCBC53F-91BE-4DBC-AC8E-DB783772CAFD Morningstar Learn what to watch for with capital gains distributions and ways to play in the video game space. In this week’s podcast, Brian Colello picks out three stand-out tech stocks for dividend seekers, Christine Benz discusses which types of bond funds make sense for most investors, Russ Kinnel points out factors to watch for with capital gains distribution, Neil Macker highlights opportunities in the fast-growing video game space, and Alex Bryan shares two winning low-volatility funds for volatile markets. investing,finance,christine,benz,josh,peters,options,trading,morningstar,stocks,mutual,funds,etfs,economic,analysis,investment,ideas,independent,investment,advice,bonds no 22:18 david.chung@morningstar.com Dodge & Cox’s Success and Diversifying Your Bond Portfolio Fri, 11 Oct 2019 12:00:01 -0500 06089FD2-6EE6-47C5-9692-1BFBD980AA85 Morningstar Funds that favor wide moats, fixed-income performance, and an undervalued biotech name. In this week’s podcast, Susan Dziubinski invites our manager research analysts to share three funds that favor wide-moat stocks, Christine Benz discusses what to think about when it comes to diversifying your bond portfolios, analyst Tony Thomas dissects Dodge & Cox’s recipe for success, analyst Anna Baran highlights an undervalued but high uncertainty stock, and Dave Sekera breaks down fixed-income market performance in the third quarter. investing,finance,christine,benz,josh,peters,options,trading,morningstar,stocks,mutual,funds,etfs,economic,analysis,investment,ideas,independent,investment,advice,bonds no 18:11 david.chung@morningstar.com Vanguard’s Best Active Large Caps and Stocks with Stable Dividends Fri, 04 Oct 2019 11:00:52 -0500 ECB08F1A-E718-45DC-A5CA-EF3D25588A0A Morningstar A stock pick from the packaged food aisle, and why emergency funds are necessary for retirement. In this week’s podcast, equity analyst David Swartz highlights three high-yield stocks with stable dividends in the consumer sector, Christine Benz invites Judith Ward from T. Rowe Price to discuss cash cushions, equity analyst Erin Lash picks a wide-moat stock from the packaged food aisle, Alec Lucas shares a few great picks from Vanguard’s large-cap offerings, and equity analyst John Barrett discusses why investors should wait before purchasing two noted payroll processors. investing,finance,christine,benz,josh,peters,options,trading,morningstar,stocks,mutual,funds,etfs,economic,analysis,investment,ideas,independent,investment,advice,bonds no 18:38 david.chung@morningstar.com Investing Insights: Cheap Dividend Payers, Short-Term Bond Funds, and More Fri, 27 Sep 2019 12:00:05 -0500 5C969BA1-020E-4EB5-90D7-C4DD2812012E Morningstar Sustainability in fixed income, saving differences by gender, and a bargain in CenturyLink. In this week’s podcast, Ultimate Stock Pickers highlights three cheap dividend payers with moats, Christine Benz invites Judith Ward from T. Rowe Price to share highlights from new research on retirement preparedness, equity analyst Matthew Dolgin shares why CenturyLink is a bargain, Russ Kinnel picks his favorite short-term bond funds for investors looking to reduce risk, Jon Hale invites Karin Anderson to discuss new fixed income research on how asset managers are approaching sustainability. investing,finance,christine,benz,josh,peters,options,trading,morningstar,stocks,mutual,funds,etfs,economic,analysis,investment,ideas,independent,investment,advice,bonds no 22:53 david.chung@morningstar.com 5 Fund Downgrades and Dividends in Healthcare Fri, 20 Sep 2019 14:00:01 -0500 030BE0B0-258F-4D7D-99DA-CFB3A4EDEC4E Morningstar We examine REITs and Wells Fargo, and, for retirees, tax-planning and volatility. In this week’s podcast, Russ Kinnel explains the reasons why we lower a fund’s analyst rating, equity analyst Damien Conover highlights two pharmaceutical stocks’ dividend opportunities, Christine Benz invites T. Rowe Price's Judith Ward to discuss how to plan for market downturns after retirement, analyst David Kathman picks five great real estate funds to diversify your portfolio, equity analyst Eric Compton shares why Wells Fargo might be worth another look, and Christine Benz provides insights on how retirees can better plan for taxes in the 4th-quarter. investing,finance,christine,benz,josh,peters,options,trading,morningstar,stocks,mutual,funds,etfs,economic,analysis,investment,ideas,independent,investment,advice,bonds no 32:25 david.chung@morningstar.com Investing Insights: 3 Funds That Are Worse Than They Look, De-risking Portfolios, and More Fri, 13 Sep 2019 12:00:34 -0500 77E2B28A-8862-456A-9EE8-A8C238474B92 Morningstar In this week’s podcast, three funds that are worse than they look, simple and effective ways to de-risk a portfolio, a look at recently reopened Vanguard Dividend Growth, insight on Wyndham Hotels Shares, and More! In this week’s podcast, fund analysts Robby Greengold, Connor Young, and Nick Watson highlight three funds that are worse than they look, Christine Benz provides tips on simple, effective ways to de-risk a portfolio, equity analyst Seth Goldstein explains how to best play an expected agricultural recovery, senior fund analyst Alec Lucas discusses recently reopened Vanguard Dividend Growth, and Dan Wasiolek shares insights on why you should pick Wyndham Hotels Shares. investing,finance,christine,benz,josh,peters,options,trading,morningstar,stocks,mutual,funds,etfs,economic,analysis,investment,ideas,independent,investment,advice,bonds no 25:40 david.chung@morningstar.com Investing Insights: Retiree Traps, a Wide-Moat Stock Pick, and Indexing Risks Fri, 06 Sep 2019 13:00:08 -0500 3CC9DB57-EABB-496F-ABE9-AA4E7F3A4CD0 Morningstar In this week’s podcast, we examine CVS, American Funds' equity lineup, and recession concerns. In this week’s podcast, Christine Benz shares valuable insights for retirees on traps to avoid in a turbulent market, Jake Strole comments on CVS’ new approaches to managing healthcare needs, Alex Bryan addresses possible risks indexing poses for the market, Krzysztof Smalec highlights a new wide-moat stock for your watchlist, Alec Lucas explains what makes American Funds’ equity lineup golden, and Dan Kemp explains whether bond yields can really predict recession. investing,finance,christine,benz,josh,peters,options,trading,morningstar,stocks,mutual,funds,etfs,economic,analysis,investment,ideas,independent,investment,advice,bonds no 28:30 david.chung@morningstar.com Investing Insights: Yield Curve Inversion, Dividend Growth Leaders, and More Fri, 30 Aug 2019 12:00:53 -0500 B79ECA1A-3D93-49B1-932A-429119ABEB98 Morningstar On this week's podcast, dividend stocks, foreign investing, and the prospects of a recession. In this week’s podcast, Andrew Bischof forecasts high dividend-growth potential for select utility stocks, Josh Charlson discusses great ways to use target-date strategies in your own portfolio, Gregg Wolper explains differences and similarities between investing in foreign versus US stock funds, Dan Sotiroff provides insight on foreign stocks’ tax treatment, Dan Kemp talks inverted bond yield curves and whether a recession is in the cards, and the Ultimate Stock-Pickers team provides stock picks in industrials, energy, and technology. investing,finance,christine,benz,josh,peters,options,trading,morningstar,stocks,mutual,funds,etfs,economic,analysis,investment,ideas,independent,investment,advice,bonds no 24:51 david.chung@morningstar.com Investing Insights: Equity Portfolio Diversifiers, Tips on TIPs, and Fund Picks Fri, 23 Aug 2019 14:00:26 -0500 C9AE3E11-52C0-45B7-9757-A38478F6936D Morningstar On this week's podcast, custody banks, the costs of poor timing, and Ariel's take on the market. In this week’s podcast, special guest Rupal Bhansali of Ariel Investments offers her insight into current markets; Russ Kinnel shares key takeaways from his latest research on the costs of poor timing; Christine Benz discusses how to protect your portfolio from a stock-market sell-off; our analysts highlight three funds that are better than they look; Rajiv Bhatia discusses wide-moat financial stocks; and Eric Jacobson gives valuable tips for picking TIPS funds. investing,finance,christine,benz,josh,peters,options,trading,morningstar,stocks,mutual,funds,etfs,economic,analysis,investment,ideas,independent,investment,advice,bonds no 27:13 david.chung@morningstar.com Investing Insights: Tech Stocks, Tax Efficiency, and Social Security Options Fri, 16 Aug 2019 14:00:01 -0500 23F75903-A744-45B2-A49D-0CC4E7EC4A19 Morningstar In this week's episode; we're talking tech stocks, social security options, lower-risk foreign funds, and more. In this week’s podcast, Abhinav Davuluri sheds light on values in tech stocks, Christine Benz speaks with Ben Johnson on the tax efficiency of different fund types, special guest Mary Beth Franklin reviews Social Security options for spouses, Dan Sotiroff with picks for lower-risk foreign stock funds, Dave Meats finds attractive buying opportunities in upstream energy stocks, and Katie Reichart reviews the subtle differences between T. Rowe Price large-cap medalists. investing,finance,christine,benz,josh,peters,options,trading,morningstar,stocks,mutual,funds,etfs,economic,analysis,investment,ideas,independent,investment,advice,bonds no 30:49 david.chung@morningstar.com Investing Insights: A Dividend Pick, Foreign Investing, and the Benefits of Working Longer Thu, 01 Aug 2019 17:00:54 -0500 43A7040D-2096-4AC0-92CE-148FAE2CCB28 Morningstar On this week's podcast, a high-quality stock to watch, the popularity of passive funds, and what makes data centers attractive. In this week’s podcast, Zain Akbari with a dividend stock for your shopping list, Christine Benz talks with Kevin McDevitt about where fund investors are putting their dollars this year, special guest Mark Miller discusses whether working longer should be a part of your retirement plan, Alex Bryan on whether you should invest abroad, John Barrett with a new high-quality stock for your watchlist, and Matt Dolgin finds attractive ideas among data center stocks. investing,finance,christine,benz,josh,peters,options,trading,morningstar,stocks,mutual,funds,etfs,economic,analysis,investment,ideas,independent,investment,advice,bonds no 29:57 david.chung@morningstar.com Investing Insights: Bold Bond Picks, Top Cannabis Stocks, and Tips for Gig Workers Thu, 25 Jul 2019 19:25:46 -0500 64F59B18-81AE-428C-8E5F-A91F9DF94C40 Morningstar On this week's podcast, the pitfalls of market-cap-weighted indexing, what M&A activity means for payment processors, and floating-rate funds. In this week’s podcast, our analysts share three of their favorite bold bond funds, special guest Tim Steffen from Baird provides financial tips for gig economy workers, Brett Horn on what M&A means for payment processors, Christine Benz and Brian Moriarty discusses whether floating-rate funds are a fit for your portfolio, Ben Johnson on the pitfalls of market-cap weighted indexing, and Kris Inton with Morningstar’s outlook on cannabis stocks. investing,finance,christine,benz,josh,peters,options,trading,morningstar,stocks,mutual,funds,etfs,economic,analysis,investment,ideas,independent,investment,advice,bonds no 29:10 david.chung@morningstar.com Investing Insights: Favorite Funds with Russ Kinnel Fri, 19 Jul 2019 12:00:59 -0500 0946045D-23CF-4ED1-9CDC-FFF082595032 Morningstar.com Christine Benz talks with Russ Kinnel, Director of Manager Research and editor of Morningstar Fund Investor, about some of his favorite funds across a variety of different investment categories. We’re airing a special edition of the podcast this week. Morningstar Director of Personal Finance Christine Benz talks with Russ Kinnel, Director of Manager Research and editor of Morningstar Fund Investor, about some of his favorite funds across a variety of different investment categories. investing,finance,christine,benz,josh,peters,options,trading,morningstar,stocks,mutual,funds,etfs,economic,analysis,investment,ideas,independent,investment,advice,bonds no 36:46 david.chung@morningstar.com Investing Insights: Bond Investing, Hands-off Portfolios, and Promising Fund Managers Fri, 28 Jun 2019 11:00:32 -0500 23EEF3E0-02B6-41A0-853D-493B9881C791 Morningstar In this week's podcast, Campbell's new recipe for growth, divorce and retirement planning, and Medicare pitfalls. In this week’s podcast, our analysts share three funds managed by great up-and-comers; guest Ed Slott covers divorce, taxes and retirement planning; Tom Lauricella discusses key considerations for today’s bond investor; Christine Benz explains how to create a hands-off portfolio in retirement; Erin Lash gives her take on Campbell’s new recipe for profitable growth; and guest Mark Miller talks about Medicare pitfalls. investing,finance,christine,benz,josh,peters,options,trading,morningstar,stocks,mutual,funds,etfs,economic,analysis,investment,ideas,independent,investment,advice,bonds no 38:11 david.chung@morningstar.com Investing Insights: Funds for Yield, A Networking Stock, and 3M Fri, 21 Jun 2019 14:00:56 -0500 68E59A27-503A-4630-B675-A34263AD37E8 Morningstar In this week’s podcast, dividend stocks, funds for yield, Russ Kinnel's favorite world-stock funds, and more. In this week’s podcast, Josh Aguilar on whether 3M is a good stock for dividend seekers, Christine Benz discusses what’s missing from her streamlined 3-funds portfolios, Nick Watson with an attractive small-cap value fund, Russ Kinnel shares his three favorite actively managed world-stock funds, Matthew Dolgin offers a best idea in networking, and Alex Bryan with three diverse funds for yield seekers. investing,finance,christine,benz,josh,peters,options,trading,morningstar,stocks,mutual,funds,etfs,economic,analysis,investment,ideas,independent,investment,advice,bonds no 27:58 david.chung@morningstar.com Investing Insights: Top Small-Cap Funds, Protecting Finances from Cognitive Decline, A Stock With 30% Upside Fri, 14 Jun 2019 12:00:53 -0500 CF67CB38-22B4-4ECA-8AF9-E60024B8113B Morningstar In this week's podcast, funds run by topnotch managers, an excellent deep value fund, and cheap oilfield services companies. In this week’s podcast, our analysts share three funds run by topnotch managers, Christine Benz talks with Healthcare Planning’s Carolyn McClanahan about finances and cognitive decline, Linda Abu Mushrefova with a terrific deep-value large-cap fund, Preston Caldwell highlights a few undervalued oil-services stocks, Russ Kinnel shares three of his favorite small-cap funds, and Michael Wong explains why we think Goldman Sachs has 30% upside potential. investing,finance,christine,benz,josh,peters,options,trading,morningstar,stocks,mutual,funds,etfs,economic,analysis,investment,ideas,independent,investment,advice,bonds no 22:40 david.chung@morningstar.com Investing Insights: Fixing Social Security, Favorite Mid-Cap Funds, and More Fri, 07 Jun 2019 12:00:46 -0500 D6CCF975-493C-4B9B-B616-4FF2117628F8 Morningstar In this week’s podcast, dividend-paying stocks in the travel and leisure industry, Christine Benz talks with Baird’s Tim Steffen about how to fix Social Security, Russ Kinnel with three of his favorite mid-cap funds, and more. In this week’s podcast, Dan Wasiolek shares his favorite dividend-paying stocks in the travel and leisure industry, Christine Benz talks with Baird’s Tim Steffen about how to fix Social Security, Russ Kinnel with three of his favorite mid-cap funds, Dan Romanoff on why we like undervalued Guidewire, Dan Sotiroff on some solid broad foreign index funds from Fidelity, and Karen Andersen on what the elimination of rebates could mean for drug manufacturers. investing,finance,christine,benz,josh,peters,options,trading,morningstar,stocks,mutual,funds,etfs,economic,analysis,investment,ideas,independent,investment,advice,bonds no 23:28 david.chung@morningstar.com Investing Insights: Large-Caps, 529s, and a Wide-Moat Pick Fri, 31 May 2019 12:00:05 -0500 C76EA390-1746-43C8-85C5-2351A1D0ABF5 Morningstar In this week’s podcast, our analysts with three great funds for your “mad money” account, Ed Slott talks with Christine Benz, Russ Kinnel with three actively managed large-cap funds, Madeline Hume recaps the Morningstar’s latest 529 report, and more. In this week’s podcast, our analysts take a look at three great funds for your “mad money” account, retirement expert Ed Slott talks with Christine Benz about mistakes to avoid with Qualified Charitable Distributions, Seth Goldstein with an undervalued wide-moat stock, Russ Kinnel with three of his favorite actively managed large-cap funds, Madeline Hume recaps the findings in Morningstar’s latest 529 report, and Gregg Wolper takes a look at frontier funds. investing,finance,christine,benz,josh,peters,options,trading,morningstar,stocks,mutual,funds,etfs,economic,analysis,investment,ideas,independent,investment,advice,bonds no 30:14 david.chung@morningstar.com Investing Insights: Morningstar Investment Conference Fri, 24 May 2019 15:00:28 -0500 7225D825-7388-4D9D-BE02-BB3C9A356F66 Morningstar In this special edition of the podcast, we highlight what managers and practitioners had to say at the 2019 Morningstar Investment Conference. In this special edition of the podcast, we’ll focus on what managers and practitioners had to say at the 2019 Morningstar Investment Conference. Three fixed-income experts share their expectations for the bond market, J.P. Morgan’s Anne Lester discusses the risks facing young retirees, T. Rowe Price manager David Giroux reveals where he’s finding opportunities today, Franklin Templeton’s Sonal Desai provides her economic outlook, and Blackrock’s Holly Framsted discusses the value factor. investing,finance,christine,benz,josh,peters,options,trading,morningstar,stocks,mutual,funds,etfs,economic,analysis,investment,ideas,independent,investment,advice,bonds no 33:05 david.chung@morningstar.com Investing Insights: 35 Years of Empowering Investor Success Fri, 17 May 2019 05:00:26 -0500 94DAE419-C1CA-485F-9FED-A61CFD619400 Morningstar This week on the podcast, we are celebrating Morningstar’s 35th Anniversary with a discussion between Joe Mansueto, Don Phillips, and Kunal Kapoor. Stay tuned after the discussion for a brief video about what it means to us to empower investor success. This week on the podcast, we are celebrating Morningstar’s 35th Anniversary with a roundtable discussion between founder and executive chairman Joe Mansueto, Morningstar managing director Don Phillips, and Morningstar CEO Kunal Kapoor about Morningstar’s past, present and future. Stay tuned after the discussion for a brief video about what it means to us to empower investor success. investing,finance,christine,benz,josh,peters,options,trading,morningstar,stocks,mutual,funds,etfs,economic,analysis,investment,ideas,independent,investment,advice,bonds no 1:02:25 david.chung@morningstar.com Investing Insights: Berkshire Hathaway’s Valuation, 3 Funds That Have Lost Their Mojo, and More Fri, 03 May 2019 12:00:47 -0500 1EBF1DA2-ED03-4ABC-870D-9F19E529D5C6 Morningstar This week on the podcast, three funds that’ve been downgraded, Christine Benz discusses whether retirees need bonds, Ben Johnson discusses research about fund fees, and Gregg Warren discusses Berkshire Hathaway’s valuation, and more. This week on the podcast, our analysts take a look at three funds that’ve been downgraded due to manager losses, Christine Benz discusses whether retirees need bonds, Abhinav Davuluri takes a look at earnings in the semiconductor industry, Ben Johnson discusses Morningstar’s latest research about fund fees, Dan Culloton talks about a promising international fund on our radar, and Gregg Warren discusses Berkshire Hathaway’s valuation. investing,finance,christine,benz,josh,peters,options,trading,morningstar,stocks,mutual,funds,etfs,economic,analysis,investment,ideas,independent,investment,advice,bonds no 28:53 david.chung@morningstar.com Investing Insights: A Solid Dividend, Funds for Retirees, and More Fri, 26 Apr 2019 12:00:13 -0500 4DC9C6D1-7884-4531-8902-33DF4E56F556 Morningstar On this week's podcast, low-volatility ETFs, a pick among California utilities, and funds for retirees. On this week's podcast, low-volatility ETFs, a pick among California utilities, and funds for retirees. investing,finance,christine,benz,josh,peters,options,trading,morningstar,stocks,mutual,funds,etfs,economic,analysis,investment,ideas,independent,investment,advice,bonds no 25:40 david.chung@morningstar.com Investing Insights: 3 Equity Funds, Michael Kitces on Likability, and More Thu, 18 Apr 2019 17:00:57 -0500 4E2A2028-43D6-465D-9311-B08A2DFFE519 Morningstar This week on the podcast, Christine Benz shares three equity funds, Michael Kitces talks about the role likability plays when choosing an advisor, Eric Compton discusses what bank earnings say about the health of the economy, and more. This week on the podcast, Christine Benz shares three equity funds from her model portfolios for retirees, Damien Conover reveals what he expects from big pharma this earnings season, special guest Michael Kitces talks about the role likability plays when choosing an advisor, Sarah Bush explains why a well-liked bond fund was recently downgraded, Eric Compton discusses what bank earnings say about the health of the economy, and Russ Kinnel shares four of his favorite niche funds. investing,finance,christine,benz,josh,peters,options,trading,morningstar,stocks,mutual,funds,etfs,economic,analysis,investment,ideas,independent,investment,advice,bonds no 25:54 david.chung@morningstar.com Investing Insights: Michael Kitces, REITs, Value ETFs, and More Fri, 12 Apr 2019 14:00:22 -0500 630812AB-DC1E-43F0-B9FA-596937720CEB Morningstar On this week's podcast, special guest Michael Kitces on sequence of return risk, a good world-allocation fund, and new retirement legislation. On this week's podcast, special guest Michael Kitces on sequence of return risk, a good world-allocation fund, and new retirement legislation. investing,finance,christine,benz,josh,peters,options,trading,morningstar,stocks,mutual,funds,etfs,economic,analysis,investment,ideas,independent,investment,advice,bonds no 32:42 david.chung@morningstar.com