Podcast Episodes
Back to Search4-6-2023 – Which Stocks Performed Worst in Q1?
Of the 844 U.S.-listed stocks covered by Morningstar analysts, 29 fell by more than 20% in the first quarter of 2023.
(What can we learn from looking …
3 years, 3 months ago
4-5-2023 – Major Bank CEO Says the Banking Crisis Is Not Over
Jamie Dimon, longtime JPMorgan Chase CEO, said that even when the current crisis is behind us, there will be repercussions from it for years to come.…
3 years, 3 months ago
4-4-2023 – What's Causing the Sudden Price Jump in Home Prices?
In December and January, mortgage rates began pulling back, and homebuyers surged ahead.
Today's Stocks & Topics: Gas Prices, Tesla Reports Record Sa…
3 years, 3 months ago
4-3-2023 – 14 Charts on Q1 2023 Market Performance Tell the Story
After a brutal 2022, stocks and bonds posted gains during the first quarter.
Today's Stocks & Topics: Metaverse, Individual Investors, Private Market…
3 years, 3 months ago
3-31-2023 – Why Credit Risk Suddenly Matters for Bond Fund Investors
Since the emergence of the banking crisis in early March, the bond market landscape has changed dramatically, leading to big swings in performance am…
3 years, 3 months ago
3-30-2023 – Are You Unknowingly Subsidizing Your Colleagues’ 401(k) Fees?
The dynamic to understand is a function of the investments you choose and how the 401(k) plan pays costs for administrative expenses.
Today's Stocks …
3 years, 3 months ago
3-29-2023 – Investment Complexity Is Not Your Friend
The fund industry now includes a dazzling variety of options, from active to passive, long to short, inverse to leveraged, and various combinations t…
3 years, 3 months ago
3-28-2023 – REITs Are Under Pressure from the Wave of Banking Fear
Investors are worried that dividend-paying REITs could get squeezed by tenants, lenders, or both.
Today's Stocks & Topics: The Fed, Suze Orman's 5 Th…
3 years, 3 months ago
3-27-2023 – Could the U.S. Be 'Barreling' Towards a Recession?
One analyst says, 'the storm signals are flying' and he is eyeing indicators such as a "sharply" inverted yield curve and tightening of open market f…
3 years, 3 months ago
3-24-2023 – Retirement vs. Emergency Savings: How to Prioritize in a Shaky Economy
More than half of savers are prioritizing short-term financial goals in 2023, including emergency savings, according to a recent study from Fidelity …
3 years, 3 months ago