Podcast Episodes
Back to SearchWhy More Diversification Doesn’t Mean Better Returns
Episode 270
Amy Arnott, portfolio strategist for Morningstar Inc, discusses why the classic 60/40 investment strategy beat a more diversified portfolio in 2023, …
1 year, 9 months ago
Invest in SpaceX Alongside Elon Musk? Why This Closed-End Fund Is Not Worth the Ride
Episode 269
Jack Shannon, senior manager research analyst for Morningstar Research Services, talks about the mania around Destiny Tech 100 and how much investors…
1 year, 10 months ago
Maximize Credit Card Points for Better Trips and Rewards
Episode 268
David Harrell is the editor of Morningstar’s DividendInvestor newsletter. He’s also a miles and points enthusiast. He shares what he’s learned from h…
1 year, 10 months ago
Inherited IRA Investors Get Another Break, but the Clock Is Ticking on RMDs
Episode 267
Denise Appleby, IRA Quick Reference Guide author known as The IRA Whisperer, clears up the confusion about what the IRS waived concerning inherited I…
1 year, 10 months ago
Short-Term Market Volatility Could Provide Long-Term Investing Opportunities
Episode 266
Sarah Hansen, Morningstar Inc markets reporter, discusses how today’s market volatility could benefit investors who are focused on long-term investin…
1 year, 10 months ago
Magnificent Seven Stocks: What’s Going on With Apple, Tesla, and Alphabet?
Episode 265
Sarah Hansen, Morningstar Inc markets reporter, explains why Apple and Tesla are diverging from the rest of the Magnificent Seven stocks. Also, detai…
1 year, 11 months ago
Covered Call and Buffer ETFs: Do the Pros Outweigh the Cons?
Episode 264
Netflix’s Incredible First Quarter
United Flew Just Above Morningstar’s Expectations
An Investing Guide for Every Life Stage
What is Life-Stage Inve…
1 year, 11 months ago
Make These Investing Moves Now for a Better Tax Day in 2025
Episode 263
Sheryl Rowling, editorial director for financial advice for Morningstar Inc, talks about four strategies to practice tax-efficient investing all year…
1 year, 11 months ago
3 Cheap Stocks to Watch in the Fight Over Sports Streaming
Episode 262
Matthew Dolgin, senior equity analyst for Morningstar Research Services, talks about why companies are focusing on sports streaming as competition he…
1 year, 11 months ago
How to Find a Great Dividend Fund
Episode 261
Dan Sotiroff and Todd Trubey, senior manager research analysts for Morningstar Research Services, discuss what makes a great dividend fund, the trade…
1 year, 11 months ago