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Investing Insights

Morningstar, Ivanna Hampton, Sarah Hansen

A thoughtful look at investing opportunities and risks beyond the market headlines, plus personal finance and retirement tips, from Morningstar.

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33 episodes
weekly
Avg 16 min
English

Episodes 33

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#402
Today · 20 min
Want to Invest in Anthropic? Here’s What to Know Before the IPO
Plus, what Anthropic’s amended filing still leaves out, and what its ownership structure means for public shareholders.
#401
October 30 · 28 min
Don’t Focus on Utilities Stocks’ Low Dividend Yields
Growth driven by demand for data centers is the real story for the sector today.
#400
October 23 · 16 min
Mortgage Rates Are Above 7%. Is It Better to Rent or Buy a Home Right Now?
Plus, the first installment of our Ask the Economist series: The US midterm elections are approaching. What could a divided government mean for the economy?
#399
October 16 · 16 min
Are TIPS ETFs the Best Way to Fight Inflation?
Plus, four TIPS ETFs with top marks from Morningstar, and what you need to know before investing.
#398
October 9 · 16 min
The Smartest Moves for Bond Investors Today, and What to Do When You Have Too Many Investments
Ask the Analyst columnist Amy Arnott answers a grab bag of reader questions about bond ETFs, TIPS, retirement planning, and more.
#397
October 2 · 12 min
14 Elite Funds and ETFs, and 5 Popular Funds That Just Missed the Mark
Russ Kinnel shares investment ideas from his annual Thrilling Funds list and discusses how he screens for quality investments in a sea of options.
#396
September 25 · 11 min
Why Are Some of the Strongest Stocks Struggling This Year?
Plus, other highlights from the latest issue of Morningstar magazine.
#395
September 18 · 15 min
Don’t Make This Mistake When Chasing Higher Bond Yields
Plus, nine bond ETFs that Morningstar analysts like.
#394
September 11 · 18 min
How AI Is Taking Over Your Portfolio
Plus, what to know about the upcoming mega-IPOs from Anthropic and OpenAI.
#393
August 28 · 13 min
401(k) Millionaires: Here’s How to Avoid Going Broke in Retirement
Plus, tips to leverage the SALT deduction and prevent leaving behind a big tax bill.
#392
August 21 · 15 min
New ETFs Are Launching Fast. Proceed With Caution
Plus, the problems with leveraged and inverse ETFs that tend to shrink investor returns.
#391
August 14 · 15 min
Why Playing It Safe in Retirement Can Backfire
Plus, three ways retirees can determine if they’re underspending.
#390
August 7 · 13 min
Why Do Active Funds Lag Even With Winning Picks?
Plus, what everyday investors can learn from the pros’ missteps.
#389
July 31 · 11 min
Target-Date Funds With Annuities Are Gaining Ground. Is That Good for Your Retirement Plan?
Plus, how income and guaranteed lifetime withdrawal benefits work.
#388
July 24 · 15 min
AI ETFs Are on the Rise. Are They Worth the Risk?
Plus, several Gold-rated ETFs offer an opportunity to benefit from the AI boom while limiting exposure.
#387
July 17 · 10 min
Don’t Leave Tax Savings on the Table: How to Conduct a Midyear IRA Checkup
Plus, fund ideas for keeping it simple and striving for capital appreciation.
#386
July 10 · 18 min
What Investors Should Watch for in the Second Half of 2026
Plus, where to look for opportunities in fixed-income and more.
#385
June 26 · 15 min
Dividend Investing: How to Find the Right Balance Between Income and Growth
Plus, two highly-rated dividend kings and three Gold-rated funds.
#384
June 19 · 19 min
Are Mutual Funds Becoming Obsolete?
The original vehicle for retail investors is under attack from ETFs and CITs.
#383
June 12 · 13 min
Brace Your Portfolio for Mega-IPOs
How SpaceX, Anthropic, and OpenAI will affect the public market.

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