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1 The Southwest’s Wildest Outdoor Art: From Lightning Fields to Sun Tunnels 30:55
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LikedA secret field that summons lightning. A massive spiral that disappears into a salt lake. A celestial observatory carved into a volcano. Meet the wild—and sometimes explosive—world of land art, where artists craft masterpieces with dynamite and bulldozers. In our Season 2 premiere, guest Dylan Thuras, cofounder of Atlas Obscura, takes us off road and into the minds of the artists who literally reshaped parts of the Southwest. These works aren’t meant to be easy to reach—or to explain—but they just might change how you see the world. Land art you’ll visit in this episode: - Double Negative and City by Michael Heizer (Garden Valley, Nevada) - Spiral Jetty by Robert Smithson (Great Salt Lake, Utah) - Sun Tunnels by Nancy Holt (Great Basin Desert, Utah) - Lightning Field by Walter De Maria (Catron County, New Mexico) - Roden Crater by James Turrell (Painted Desert, Arizona) Via Podcast is a production of AAA Mountain West Group.…
Retirees: Here's How to Tweak the 4% Rule to Protect Your Nest Egg
Manage episode 478953084 series 2536262
Content provided by Morningstar. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Morningstar or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
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:
Follow us on social media.
Facebook: https://www.facebook.com/MorningstarInc/
X: https://x.com/MorningstarInc
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306 episodes
ShareManage episode 478953084 series 2536262
Content provided by Morningstar. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Morningstar or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
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:
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/
306 episodes
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Investing Insights
1 Market Volatility: The Trade Deals That Could Calm Wall Street 17:52
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Play Later Play Later Lists Like LikedDominic 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/…
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Investing Insights
1 Berkshire Hathaway's Annual Meeting Could Reveal Its Future Plans. Here's What We're Watching For. 22:23
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Play Later Play Later Lists Like LikedGregg 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/…
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Investing Insights
1 Retirees: Here's How to Tweak the 4% Rule to Protect Your Nest Egg 22:44
22:44 Play Later Play Later Lists Like Liked22:44
Play Later Play Later Lists Like LikedAmy 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/…
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Investing Insights
1 Market Volatility: Which Investments Will Protect Your Portfolio in a Recession? 13:26
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Play Later Play Later Lists Like LikedAmy 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/…
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Investing Insights
1 Market Volatility: What Lies Ahead in Trump's Trade War 13:03
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Play Later Play Later Lists Like LikedDominic Pappalardo, chief multi-asset strategist for Morningstar Investment Management, discusses the escalating US-China trade war, the 90-day tariff pause, and raised recession risk during this market volatility. Key Takeaways: What an Escalating Trade War Between the US and China Could Mean Macroeconomic Trends and Rising Deglobalization After Trump’s Tariffs What Trump’s 90-Day Pause on Tariffs Means for the Markets and Economy How Market Volatility Could Persist After a Tariff-Induced Stock Selloff and Rebound Why Fixed Income and Equities Are Responding Differently During Market Volatility Morningstar Forecasters Predict Higher Economic Risks in 2025 Will the Fed Cut Interest Rates in May? How to Protect Your Retirement Portfolio During Market Volatility What Investors Need to Have on Their Radar Read about topics from this episode. Tariffs and Emotions Shake Markets Now, But Discipline Wins Long-Term Morningstar’s Take on Tariffs: Stock Impacts, Portfolio Tips, and More Even With Trump’s Rollback, Tariffs Would Still Damage the US Economy Inflation Slows as Gas Prices Lead Decline in March CPI US Stocks Surge After Trump Pauses Many New Tariffs Stocks Give Up Gains as Tariff Woes Persist What Do the New Trump Tariffs Mean for Fed Interest-Rate Cuts? How Market Volatility Affects Required Minimum Distributions A Down-Market Survival Guide for Retirees What Now? An Investor’s To-Do List for Chaotic Markets This Time, It Really Is the Tariffs This Is What Real Market Uncertainty Looks Like What to watch from Morningstar. 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? Worried About a Market Sell-Off? These 10 Funds Reduce Portfolio Risk 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/…
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Investing Insights
1 Market Volatility: What to Watch in Q2 After Big Swings in Q1 14:30
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Play Later Play Later Lists Like LikedSarah 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/…
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Investing Insights
1 Does It Pay to Copy Congress' Stock Trades? 13:19
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Play Later Play Later Lists Like LikedZach Evens, a passive strategies analyst for Morningstar Research Services, discusses two ETFs that use data from Unusual Whales to track congressional stock trades. He explains why investors might be drawn to these funds and the potential risks that they face. Key Takeaways: Why Investors May Want to Follow Congressional Stock Trades Are Members of Congress Good at Picking Stocks? The Firms Behind the ETFs: Subversive Capital and Unusual Whales Limitations of the Data on Congressional Stock Trades How Democrats and Republicans Invest Differently Both the Democratic and Republican ETFs Favor Tech Stocks How Outsize Tech Exposure Has Affected the Performance of These ETFs Why Investors Face Concentration Risk With Thematic Funds Like Congressional ETFs Why the ‘Black Box’ of Congress’ Investing Strategy Is Risky for Investors Key Takeaways on Investing in Congressional ETFs 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. The 2 ETFs That Track Congressional Stock Trades Morningstar’s Guide to ETF Investing An Investor’s Guide to the Next Trump Administration The Big Shortfall: Understanding the gap in thematic funds The Best Tech Stocks to Buy Are Stock Investors in for Another Tech Wreck? What Trump’s Trade Wars Could Mean for the Global Economy and Markets 6 ETF Investing Predictions for 2025 What to watch from Morningstar. 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 Why the Bond Market Looks Brighter Than It Did in 2022 Read what our team is writing: Zachary Evens Margaret Giles 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/…
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Investing Insights
1 Can Healthcare Stocks Keep Outperforming the Market? 21:37
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Play Later Play Later Lists Like LikedKaren Anderson, director of healthcare equity research for Morningstar Research Services, discusses the forces shaping the landscape and where she sees opportunities for investors. Key Takeaways: Why Healthcare Stocks Have Been Resilient During the Market Downturn How Regulatory Changes Could Affect the Healthcare Industry Why Healthcare Stocks’ Valuations Look Attractive From a Bottom-Up View How Have Healthcare Stocks’ Valuations Changed Historically? How Stock Valuations Differ Within the Healthcare Sector How an Aging US Population Affects the Healthcare Sector Will GLP-1 Drugs Continue to Grow? Regulatory Risks for Healthcare Stocks Healthcare Stocks Outlook Are Healthcare Stocks a Buy? Healthcare Stock Picks How Amgen Is Using AI in Healthcare Read about topics from this episode. Healthcare: Sector Looks Undervalued with Pullback After US Election and Obesity Data Novo Nordisk: Next-Generation GLP-1/Amylin Drug Sees Leading Weight Loss in Small Trial How GLP-1 Drugs Like Ozempic Are Boosting Biopharma Stocks Biopharma Stock Election Impact: Potential Reduced IRA Headwind but Unpredictable Challenges 22 Best Healthcare Companies to Invest In 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: Karen Andersen Sarah Hansen 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/…
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Investing Insights
1 Worried About a Market Sell-Off? These 10 Funds Reduce Portfolio Risk 12:00
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Play Later Play Later Lists Like LikedRuss Kinnel, senior principal of ratings for Morningstar Research Services, researched which alternative, equity, and value funds could provide a good hedge during a market sell-off. What is the Downside Capture Ratio? Why Funds with A Low Downside Capture Ratio Make Good Diversifiers How Does a Fund’s Maximum Drawdown Line Up with Its Downside Capture? Why Savers Should Look for Low-Risk Investments Floating-Rate Funds to Help Protect a Bond-Heavy Portfolio Against Interest-Rate Risk Alternative Funds for Diversification What is Arbitrage? Large-Blend Funds to Help Preserve Capital Defensive Large-Value Funds to Consider A Small-Value Fund That Can Serve as a Good Diversifier How Can Risk-Averse Investors Get Zero Downside? 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. Get tickets here. Read about topics from this episode. Subscribe to the FundInvestor Newsletter How to Diversify Away From Large-Growth Funds How to Diversify Your Portfolio to Handle a Market Correction 3 Super Risky Low-Risk Funds A Practical Test for Contrarian Investing: When Should You Go Against the Grain? Where to Invest in 2025 and Beyond The Thrilling 36 5 Mistakes to Avoid With Your Investment Portfolio in 2025 Can Growth Stocks Keep Powering the Market Higher? What to watch from Morningstar. 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 These 4 Dividend ETFs Strike the Right Balance for Income Investors Read what our team is writing: Russel Kinnel 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/…
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Investing Insights
1 Gray Divorce: How to Avoid Triggering a Costly Tax Bill 15:26
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Play Later Play Later Lists Like LikedSheryl Rowling, editorial director for financial advice at Morningstar Inc, discusses the financial and tax issues that could come up during and after a gray divorce. Limiting the Financial Impact of a Gray Divorce How to Budget After Divorce What to Do if There’s a Budget Shortfall Social Security Divorce Benefits Gray Divorce Near Retirement Will a New Tax-Filing Status Result in Higher Taxes? How to Fairly Split Assets in Divorce How to Avoid Tax Penalties When Dividing Retirement Accounts Pros and Cons of Keeping the Family Home Selling the House and Downsizing After Divorce Why Hire Professionals to Help with a Gray Divorce Read about topics from this episode. Gray Divorce: 10 Financial and Tax Issues You Must Know After 50 Maybe You Shouldn’t Delay Taking Your Social Security Benefits After All Six Retirement Withdrawal Strategies That Stretch Savings 6 Retirement Financial Myths to Avoid What You Need to Know About Capital Gains Distributions How to Choose a Financial Advisor What to watch from Morningstar. Why the Bond Market Looks Brighter Than It Did in 2022 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 Read what our team is writing: Sheryl Rowling 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/…
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Investing Insights
1 Why the Bond Market Looks Brighter Than It Did in 2022 22:04
22:04 Play Later Play Later Lists Like Liked22:04
Play Later Play Later Lists Like LikedDan 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 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/…
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Investing Insights
1 Where to Find Bargain Stocks in an Expensive Market 12:15
12:15 Play Later Play Later Lists Like Liked12:15
Play Later Play Later Lists Like LikedDavid Harrell, editor of Morningstar’s StockInvestor newsletter, investigated stock valuation trends from a watchlist with 120 names across the market. He reveals which stocks are relative bargains. The Evolution of the Morningstar Style Box What Is the Value-Growth Score for Stocks? Why Investors Should Look Deeper Than Overall Market Trends Investigating Stock Valuation Trends on the Tortoise and Hare Watchlist Small-Cap Stock Findings Are There Any Mega-Cap Stocks on Morningstar StockInvestor’s Watchlist? Which Stocks Earned the Minimum Value-Growth Score? Which Stocks Earned the Maximum Value-Growth Score? 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. https://www.morningstar.com/business/events/morningstar-investment-conference?refid=investingin Read about topics from this episode. Subscribe to the StockInvestor Newsletter 3 Top Value Stocks to Buy and Hold for 2025 11 Newly Overvalued Stocks Top 15 Value-Creating Stocks of the Past Decade Weekly Market Update: Stocks Rise 1.35% as Tech Sector Gains John Rekenthaler: ‘The House Is With You When You’re Investing’ Market Barometer What to watch from Morningstar. 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 Why Inflation Still Poses a Risk to Stocks and Bonds in 2025 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/…
I
Investing Insights
1 These 4 Dividend ETFs Strike the Right Balance for Income Investors 10:46
10:46 Play Later Play Later Lists Like Liked10:46
Play Later Play Later Lists Like LikedBryan Armour, director of passive strategies research for North America for Morningstar Research Services, explains how dividend income and dividend growth strategies work. He also discusses why four dividend ETFs from Vanguard and Schwab earn top marks. Comparing Income and Growth Dividend ETF Strategies Blindspots in Dividend ETF Investing Are Company Payouts Expected to Increase Over Time for Dividend Growth ETFs? Judging the Performance of Dividend ETF Strategies What is Factor Investing? Writing Your Factor Exposure Checklist for Dividend ETFs Gold-Rated Dividend Growth ETFs from Vanguard Why is Vanguard’s Dividend Income Strategy Impressive? Why Schwab’s Dividend ETF Is Worthy of a Gold Rating 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. https://www.morningstar.com/business/events/morningstar-investment-conference?refid=investingin Read about topics from this episode. The Top High Dividend ETFs for Passive Income in 2025 Is It Time to Reconsider Dividend Funds? How to Choose a Dividend Fund How to Maximize the Tax Efficiency of an ETF Portfolio 3 Great US ETFs for 2025 and Beyond What to watch from Morningstar. Vanguard Fee Cuts May Be Small, But They’re a Win For Investors How Inflation, Tariffs, and More Could Impact Your Finances in 2025 Why Inflation Still Poses a Risk to Stocks and Bonds in 2025 Active ETFs vs Mutual Funds: What to Know Before Picking a New Fund 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/…
I
Investing Insights
1 Vanguard Fee Cuts May Be Small, But They’re a Win For Investors 19:47
19:47 Play Later Play Later Lists Like Liked19:47
Play Later Play Later Lists Like LikedDan Sotiroff, a senior manager research analyst for Morningstar, explains how lower fees on dozens of Vanguard investments will likely benefit both investors and the popular money manager. Plus, we hear from the hosts of our new podcast, The Morning Filter . David Sekera, Morningstar's chief US market strategist, and Susan Dziubinski, an investment specialist at Morningstar Inc., discuss how they cut through the noise of the stock market each week. Vanguard Fee Cuts 2025 Why Is Vanguard Cutting Fees Now? 6 Noteworthy Vanguard Funds and ETFs With Cheaper Expense Ratios Vanguard Signals to Investors to Consider Bond Funds Is Vanguard’s New CEO Putting Pressure on BlackRock to Lower Fees? Has the “Race to the Bottom” of Cheaper Fund Fees Started Again? What Lower Fund Fees Mean for Vanguard Investors in the Long Term How Vanguard Can Keep and Grow Their Customer Base What’s New in the Markets Introducing The Morning Filter Podcast How The Morning Filter Brings Unique Insights to Listeners What to Expect from The Morning Filter’s Weekly Analysis of Stock Picks and Pans Market Outlook 2025: What Investors Can Expect How Investors and Advisors Learn from The Morning Filter 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. https://www.morningstar.com/business/events/morningstar-investment-conference?refid=investingin Read about topics from this episode. Vanguard Cuts Fees on Nearly 90 Funds and ETFs Vanguard in 2025: What Investors Need to Know Subscribe to The Morning Filter on Apple podcasts, or wherever you stream podcasts. 3 Stocks to Buy Before They Bounce Back What to watch from Morningstar. How Inflation, Tariffs, and More Could Impact Your Finances in 2025 Why Inflation Still Poses a Risk to Stocks and Bonds in 2025 Active ETFs vs Mutual Funds: What to Know Before Picking a New Fund It's Getting Easier to Invest in Private Assets. What Does That Mean for Investors? Read what our team is writing: Daniel Sotiroff David Sekera Susan Dziubinski 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/…
I
Investing Insights
1 How Inflation, Tariffs, and More Could Impact Your Finances in 2025 19:28
19:28 Play Later Play Later Lists Like Liked19:28
Play Later Play Later Lists Like LikedPreston Caldwell, senior US economist for Morningstar Investment Management, discusses the Federal Reserve’s interest-rate decision, his outlook for inflation in 2025, and the potential impact of US tariffs. Fed Meeting January 2025: Was Pausing Interest-Rate Cuts a Good Move? Outlook for Inflation in 2025 How a Strong Jobs Market Fits into the Fed’s Outlook Why Mortgage Rates Rose When Interest Rates Fell When is the Next Fed Meeting in 2025? Are Interest Rates Going Down in 2025? How Mass Deportations Could Affect Businesses and Consumers How US Tariffs Could Affect Consumer Goods Prices Tracking Inflation, Financial Conditions, and the Housing Market Read about topics from this episode. What Trump’s Proposed Tariffs Would Mean for the Economy Forecasts for December PCE Report Show Continued Improvement on Core Inflation Fed Hits the Pause Button, Awaits Further Data Amid Policy Uncertainty An Investor’s Guide to the Next Trump Administration What to watch from Morningstar. Why Inflation Still Poses a Risk to Stocks and Bonds in 2025 Active ETFs vs Mutual Funds: What to Know Before Picking a New Fund It's Getting Easier to Invest in Private Assets. What Does That Mean for Investors? Where Investors Can Find the Highest Bond Yields in 2025 Read what our team is writing: Preston Caldwell 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/…
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