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Market Volatility: Which Investments Will Protect Your Portfolio in a Recession?

Episode 321

Amy Arnott, Morningstar Inc. portfolio strategist, discusses which investments have performed best and worst in past recessions. Gold prices are risi…

11 months, 2 weeks ago

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Market Volatility: What Lies Ahead in Trump's Trade War

Episode 320

Dominic Pappalardo, chief multi-asset strategist for Morningstar Investment Management, discusses the escalating US-China trade war, the 90-day tarif…

11 months, 3 weeks ago

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Market Volatility: What to Watch in Q2 After Big Swings in Q1

Episode 319

Sarah Hansen, Morningstar Inc. senior markets reporter, discusses the market volatility in the first quarter of 2025 and the portfolio strategy that …

11 months, 4 weeks ago

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Does It Pay to Copy Congress' Stock Trades?

Episode 318

Zach Evens, a passive strategies analyst for Morningstar Research Services, discusses two ETFs that use data from Unusual Whales to track congression…

1 year ago

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Can Healthcare Stocks Keep Outperforming the Market?

Episode 317

Karen Anderson, director of healthcare equity research for Morningstar Research Services, discusses the forces shaping the landscape and where she se…

1 year ago

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Worried About a Market Sell-Off? These 10 Funds Reduce Portfolio Risk

Episode 316

Russ Kinnel, senior principal of ratings for Morningstar Research Services, researched which alternative, equity, and value funds could provide a goo…

1 year ago

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Gray Divorce: How to Avoid Triggering a Costly Tax Bill

Episode 315

Sheryl Rowling, editorial director for financial advice at Morningstar Inc, discusses the financial and tax issues that could come up during and afte…

1 year ago

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Why the Bond Market Looks Brighter Than It Did in 2022

Episode 314

Dan Lefkovitz, strategist for Morningstar Indexes, talks about what he finds noteworthy in the bond market today. Philip Straehl, chief investment of…

1 year, 1 month ago

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Where to Find Bargain Stocks in an Expensive Market

Episode 313

David Harrell, editor of Morningstar’s StockInvestor newsletter, investigated stock valuation trends from a watchlist with 120 names across the marke…

1 year, 1 month ago

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These 4 Dividend ETFs Strike the Right Balance for Income Investors

Episode 312

Bryan Armour, director of passive strategies research for North America for Morningstar Research Services, explains how dividend income and dividend …

1 year, 1 month ago

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