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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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26 episodes
weekly
Avg 15 min
English

Episodes 26

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#395
Yesterday · 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.
#382
June 5 · 13 min
The Portfolio That Has Been Beating the Classic 60/40, and Why It Matters for You
Plus, one of the biggest challenges to portfolio diversification today.
#381
May 29 · 11 min
The Best Opportunities for Fund Investors Today
Plus, how Morningstar’s new methodology treated Vanguard and Fidelity.
#380
May 22 · 12 min
Will Vacation Inflation Affect Your Summer Travel? Here’s What to Know
Plus, the airline stocks that are the most and least vulnerable to higher fuel prices.
#379
May 15 · 15 min
Bond ETF Flows Just Flipped. Here's What It Means for You
Plus, 6 bond ETFs with high ratings and low risk.
#378
May 8 · 16 min
How Big Tech's Bond Spree and Rising US Debt Are Creating Risks and Opportunities
Plus, a look at the biggest AI bond deals.
#377
May 1 · 13 min
10 Exceptional Stocks With Double-Digit Dividend Raises
Also, the names in this rare group that are undervalued today.
#376
April 24 · 16 min
Investors May Be Ignoring Big Market Disruptions. Is There Risk to the Rebuff?
Plus, what’s likely flying under the radar.

Showing 1–20 of 26 episodes