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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20 episodes
Updated Friday

Episodes20

Newest first

Target-Date Funds With Annuities Are Gaining Ground. Is That Good for Your Retirement Plan?
Plus, how income and guaranteed lifetime withdrawal benefits work.
Friday · 11 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.
July 24 · 15 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.
July 17 · 10 min
What Investors Should Watch for in the Second Half of 2026
Plus, where to look for opportunities in fixed-income and more.
July 10 · 18 min
Dividend Investing: How to Find the Right Balance Between Income and Growth
Plus, two highly-rated dividend kings and three Gold-rated funds.
June 26 · 15 min
Are Mutual Funds Becoming Obsolete?
The original vehicle for retail investors is under attack from ETFs and CITs.
June 19 · 19 min
Brace Your Portfolio for Mega-IPOs
How SpaceX, Anthropic, and OpenAI will affect the public market.
June 12 · 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.
June 5 · 13 min
The Best Opportunities for Fund Investors Today
Plus, how Morningstar’s new methodology treated Vanguard and Fidelity.
May 29 · 11 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.
May 22 · 12 min
Bond ETF Flows Just Flipped. Here's What It Means for You
Plus, 6 bond ETFs with high ratings and low risk.
May 15 · 15 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.
May 8 · 16 min
10 Exceptional Stocks With Double-Digit Dividend Raises
Also, the names in this rare group that are undervalued today.
May 1 · 13 min
Investors May Be Ignoring Big Market Disruptions. Is There Risk to the Rebuff?
Plus, what’s likely flying under the radar.
April 24 · 16 min
Vanguard Wrote the Playbook for Success. Now, It Must Evolve to Stay on Top
Plus, two recently launched high-yield bond ETFs for passive and active investors.
April 17 · 22 min
Vanguard Is Entering a New Era. Can It Keep Winning for Another 50 Years?
Plus, what to know about three of the firm’s new active equity ETFs.
April 10 · 16 min
These 8 Funds Could Help Steady Portfolios During Rough Markets
A look at how allocation funds from Vanguard, T. Rowe Price, and more offer portfolio simplicity.
April 3 · 10 min
Why Bond Funds Benefit from Active Management
Plus, how to find a fairly priced bond fund.
March 27 · 15 min
These Top Tech Stocks Can Stand Up to AI Risks
Plus, why some software stocks are not down and out yet.
March 20 · 19 min
2 Cautionary Tales from Private Equity and Private Credit Markets
What investors can learn from the sagas involving ERShares and Blue Owl Capital.
March 13 · 24 min

Investing Insights

Target-Date Funds With Annuities Are Gaining Ground. Is That Good for Your Retirement Plan?

AI ETFs Are on the Rise. Are They Worth the Risk?

Don’t Leave Tax Savings on the Table: How to Conduct a Midyear IRA Checkup

What Investors Should Watch for in the Second Half of 2026

Dividend Investing: How to Find the Right Balance Between Income and Growth

Are Mutual Funds Becoming Obsolete?

Brace Your Portfolio for Mega-IPOs

The Portfolio That Has Been Beating the Classic 60/40, and Why It Matters for You

The Best Opportunities for Fund Investors Today

Will Vacation Inflation Affect Your Summer Travel? Here’s What to Know

Bond ETF Flows Just Flipped. Here's What It Means for You

How Big Tech's Bond Spree and Rising US Debt Are Creating Risks and Opportunities

10 Exceptional Stocks With Double-Digit Dividend Raises

Investors May Be Ignoring Big Market Disruptions. Is There Risk to the Rebuff?

Vanguard Wrote the Playbook for Success. Now, It Must Evolve to Stay on Top

Vanguard Is Entering a New Era. Can It Keep Winning for Another 50 Years?

These 8 Funds Could Help Steady Portfolios During Rough Markets

Why Bond Funds Benefit from Active Management

These Top Tech Stocks Can Stand Up to AI Risks

2 Cautionary Tales from Private Equity and Private Credit Markets