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Is the International Outlook Brighter Than the US?

Episode 332

Two Morningstar research leaders join Investing Insights to discuss whether US investors should consider international stocks and fixed income. They …

9 months, 1 week ago

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Digital Advice in 2025: What You Need to Know About Robo-Advisors

Episode 331

Lan Tran, manager research analyst for Morningstar Research Services, discusses the benefits and limitations of digital investment advice. Plus, a lo…

9 months, 2 weeks ago

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Demystifying Private Equity and Private Credit ETFs: What Every Investor Should Know

Episode 330

Bryan Armour, director of ETF and passive strategies research for North America at Morningstar Research Services, discusses private equity ETFs and p…

9 months, 3 weeks ago

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Market Volatility: Portfolio Diversification Is Winning in 2025

Episode 329

Amy Arnott, Morningstar Inc. portfolio strategist, discusses the success of the 60/40 portfolio and how diversification is paying off during market v…

9 months, 4 weeks ago

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13 Elite Companies With Fast-Growing Dividends

Episode 328

David Harrell, editor of Morningstar’s DividendInvestor newsletter, talks about the dividend stocks that earned a spot on the newsletter’s annual Div…

10 months ago

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Market Volatility: The Stock Strategies That Are Paying Off in 2025

Episode 327

Dan Lefkovitz, Morningstar Indexes strategist and columnist, explains how factor investing works. And he discusses which stocks outperformed and unde…

10 months, 1 week ago

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Worried About Inflation? What to Know Before Buying TIPS ETFs

Episode 326

Dan Sotiroff, senior manager research analyst for Morningstar Research Services, explains how TIPS ETFs work, their performance in 2025, and what to …

10 months, 2 weeks ago

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Market Volatility: The Trade Deals That Could Calm Wall Street

Episode 325

Dominic Pappalardo, chief multi-asset strategist for Morningstar Investment Management’s Wealth group, discusses how trade talks over tariffs could r…

10 months, 3 weeks ago

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Berkshire Hathaway's Annual Meeting Could Reveal Its Future Plans. Here's What We're Watching For.

Episode 323

Gregg Warren, senior analyst with Morningstar Research Services, discusses the succession, dividend, and stock portfolio questions he would ask at th…

11 months ago

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Retirees: Here's How to Tweak the 4% Rule to Protect Your Nest Egg

Episode 322

Amy Arnott, Morningstar Inc. portfolio strategist, discusses why her team’s starting safe withdrawal rate is more conservative than the popular 4% ru…

11 months, 1 week ago

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