Investing Insights

Matthew Dolgin, senior equity analyst for Morningstar Research Services, talks about why companies are focusing on sports streaming as competition heats up. Plus, the path they could take to improve their financial situations.Netflix’s Dominance  Disney, Fox, and Warner Bros. Discovery’s New Sports-Focused Streaming ServiceHow Companies Can Expand into StreamingThe Role of Sports in StreamingNBA TV DealWhy are Apple and Amazon Tough Competitors?Streaming Services With Compelling Growth Stories Streaming Company Stock Picks Read about topics from this episode.  Morningstar MagazineParamount and Warner Bros. Discovery: Uncertainty Surrounds Customer Choices for StreamingDisney Earnings: Lots of Good, Especially for the Flashy Metrics, but Underlying Issues RemainNetflix Earnings: Performance and Outlook Impressive, but Subscriber Growth Should Moderate What to watch from Morningstar.How to Find a Great Dividend FundThe 4% Retirement Rule is Just a Starting PointNew Dividend Stocks: Can Meta and Salesforce Help Revive the Classic Strategy?Self-Made Millionaire Tori Dunlap Embraces Mission to Make Women Rich Read what our team is writing:Ivanna HamptonMatthew Dolgin Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/

Dan Sotiroff and Todd Trubey, senior manager research analysts for Morningstar Research Services, discuss what makes a great dividend fund, the trade-offs that are costing some investors, and the risks to watch for.Dividend Income, Dividend Growth, and Dividend Income and GrowthDividend Fund RisksShould Dividend Yield Be a Top Priority? Dividend Funds vs Passive Options What Advantage Do Actively Managed Funds Have Over Broadly Diversified Passive Funds?How to Find a Great Dividend FundPassively Managed Dividend Fund PicksActively Managed Fund Picks Read about topics from this episode.  What Makes a Great Dividend Fund?3 Great International Dividend ETFs for 2024The Best Dividend Funds What to watch from Morningstar.The 4% Retirement Rule is Just a Starting PointNew Dividend Stocks: Can Meta and Salesforce Help Revive the Classic Strategy?Self-Made Millionaire Tori Dunlap Embraces Mission to Make Women RichWhat’s Surprising Some Retirees About Their Social Security Benefits? Read what our team is writing:Ivanna HamptonDaniel SotiroffTodd Trubey Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/ 

John Rekenthaler, vice president of research for Morningstar Research Services, explains how Morningstar’s study confirmed the 4% retirement rule and discusses why it’s important for new retirees to be flexible with their spending.Six Retirement Withdrawal Strategies that Stretch SavingsWhat Has Changed with Retirement Withdrawal Rates?Trade Offs to a Conversative Start with Your PortfolioRisks and Benefits of Changing a Portfolio’s Stock AllocationFlexible Spending Strategies  The Role of Guaranteed IncomeKey Takeaways Read about topics from this episode.  Six Retirement Withdrawal Strategies that Stretch SavingsMorningstar’s Retirement Income Research: Reevaluating the 4% Withdrawal RuleThe Good News on Safe Withdrawal RatesThe Best Flexible Strategies for Retirement Income What to watch from Morningstar.New Dividend Stocks: Can Meta and Salesforce Help Revive the Classic Strategy?Self-Made Millionaire Tori Dunlap Embraces Mission to Make Women RichWhat’s Surprising Some Retirees About Their Social Security Benefits?SPY Vs VOO: Which of Warren Buffett’s Two ETFs Are a Better Bet? Read what our team is writing:Ivanna HamptonJohn Rekenthaler Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/ 

David Harrell, editor of Morningstar DividendInvestor newsletter, explains why some income-focused investors may skip adding two new dividend stocks, Meta and Salesforce, to their portfolios. Preston Caldwell, senior US economist for Morningstar Research Services, talks about why he expects more rate cuts than the Federal Reserve’s projections.Adobe’s Strong Q1 & Disappointing ForecastDo Salesforce and Meta Pay Dividends?Meta and Salesforce New Dividends  What Can Meta and Salesforce Shareholders Expect?Will Meta and Salesforce Diversify the Pool of Dividend-Paying Stocks?Mega-Cap Stocks and Dividend InvestingWhy We Think 5 Interest-Rate Cuts Are Coming in 2024Will Interest Rates Drop in 2024?When Will the Fed First Cut Interest Rates?Federal Reserve’s Longer-Term Outlook  Read about topics from this episode.  After Earnings, Is Adobe Stock a Buy, Sell, or Fairly Valued? What Stock Investors Need to Know About Meta’s New Dividend Salesforce Earnings: Firm Declares a Dividend Fed on Track for June Rate Cuts and More  What to watch from Morningstar.What’s Surprising Some Retirees About Their Social Security Benefits?SPY Vs VOO: Which of Warren Buffett’s Two ETFs Are a Better Bet?Walmart Stock Split and Earnings Are Coming Up. What to Expect.Should You Bet on Online Gambling Stocks Now? Read what our team is writing:Ivanna HamptonPreston Caldwell David Harrell  Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/ 

Tori Dunlap, the author of Financial Feminist, talks about why women should stop feeling guilty about their spending and why they should keep their finances separate from their partner’s.Her First $100KLoud BudgetingWhy We Spend and How to Not Feel Guilty About ItShould You Rent or Buy a Home?Women’s Economic EmpowermentFinancial Education as ProtestMaking More Women RichHow to Be Fearless When It Comes to MoneyRead about topics from this episode.  The C-Suite Gender Pay Gap Persists. It’s Not About Pay Discrimination. Women Get Less Support Than Men For Key Board Roles The Percentage of Female Fund Managers Is Almost Exactly Where It Was 20 Years Ago  What to watch from Morningstar.What’s Surprising Some Retirees About Their Social Security Benefits?SPY Vs VOO: Which of Warren Buffett’s Two ETFs Are a Better Bet? Walmart Stock Split and Earnings Are Coming Up. What to Expect.Should You Bet on Online Gambling Stocks Now? Read what our team is writing:Ivanna Hampton  Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/

Mark Miller, author of Retirement Reboot, explains why Social Security benefits are taxable, and how a bill aiming to eliminate taxes on Social Security would pay for the program.  Read more about these topics from this episode.Salesforce Earnings: Firm Declares a Dividend https://www.morningstar.com/stocks/salesforce-earnings-firm-declares-dividendSnowflake Earnings: Revenue Outlook Disappoints; New CEO Taking Over https://www.morningstar.com/stocks/snowflake-earnings-revenue-outlook-disappoints-new-ceo-taking-overMacy’s Earnings: Another Strategic Plan Is Unveiled, but Sales Growth Elusive https://www.morningstar.com/stocks/macys-earnings-another-strategic-plan-is-unveiled-sales-growth-elusiveSocial Security Is Taxable? Don’t Be Caught Off Guard. https://www.morningstar.com/retirement/social-security-is-taxable-heres-how-determine-what-you-owe What to watch from Morningstar.SPY Vs VOO: Which of Warren Buffett’s Two ETFs Are a Better Bet? https://www.youtube.com/watch?v=WBVXw2Ih6qYHow to Get the Most Out of Your Bond Investments https://www.youtube.com/watch?v=UNnt-eBXojgShould You Bet on Online Gambling Stocks Now? https://youtu.be/ltcMHu3RYYk?si=lfCgPUcU5Fvg19Uj When Will the Fed Finally Cut Rates? https://youtu.be/CcbUDKtnzNQ?si=n5Z2kbuHPPgW6CCNCould Company 401(k)s Go the Way of IBM? https://youtu.be/QAxokyStJ3o?si=_18V0O8syb1otbor Read what our team is writing: Ivanna Hampton Follow us on social media. Facebook: https://www.facebook.com/MorningstarInc/ Twitter: https://twitter.com/MorningstarInc Instagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/

Walmart shares are overvalued, but Nvidia and Home Depot are fairly valued. Warren Buffet’s Berkshire Hathaway released its 13F for Q42023, and only two ETFs were on it – one of them earns the coveted Gold rating. Walmart’s Q4 Exceeded ExpectationsNvidia’s Stellar Quarter and AI DemandHome Depot Felt Macro Pressures in Q4Berkshire Hathaway Releases Its 13FSPY and VOOPeople and Process Pillar RatingsWhy Does Vanguard Have a Better Rating?Structural Differences Between SPY and VOOOutlook for Vanguard in 2024Vanguard’s 2024 International Business OutlookAdvice in 2024 Read about topics from this episode.  Walmart Earnings: Low Prices Winning Over Customers, Who Are Spending More Nvidia Earnings: Revenue Boom Fuels AI Hype Home Depot Earnings: Prudently Navigating Macro Pressures With Strategic Execution Berkshire Hathaway 13F Filing: More Sells Than Buys in Quieter Q4Vanguard S&P 500 ETF Still Sets a High Bar for Index-Tracking What’s in Store for Vanguard’s Funds, ETFs, and More in 2024  What to watch from Morningstar.Walmart Stock Split and Earnings Are Coming Up. What to Expect.Should You Bet on Online Gambling Stocks Now?When Will the Fed Finally Cut Rates?Could Company 401(k)s Go the Way of IBM? Read what our team is writing:Ruth Saldanha Mo'ath Almahasneh Daniel Sotiroff Susan Dziubinski   Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/ 

Maciej Kowara, strategist for Morningstar Research Services, and Alec Lucas, director of manager research for Morningstar Research Services, talk about what surprised them about their research about bond investments.Typical Bond PortfolioHow to Create Portfolio Optimized for Best Risk-Adjusted ReturnsSharpe-Optimized Portfolio  Bank Loans and Corporate BondsWhy Should Investors Trust This Portfolio?Risk-Adjusted Portfolio vs. 60/40 PortfolioHow Investors Can Use Our ResearchWhat Could Go Wrong with a Risk-Adjusted Portfolio? Read about topics from this episode.  How to Invest Better With Bonds3 Bond Funds for All Yield SeasonsThe Best Bond ETFs What to watch from Morningstar.Walmart Stock Split and Earnings Are Coming Up. What to Expect.Should You Bet on Online Gambling Stocks Now?When Will the Fed Finally Cut Rates?Could Company 401(k)s Go the Way of IBM? Read what our team is writing:Ivanna HamptonMaciej KowaraAlec Lucas Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/

Noah Rohr, equity analyst for Morningstar Research Services, explains how Walmart’s stock split will work, and what he’s looking for in the retailer’s earnings report. Sylvester Flood, senior product manager for Morningstar Inc, tells Ruth Saldanha, editorial manager for Morningstar Research Inc, why the demand for spot bitcoin ETFs is expected to grow. Disney’s Climbing Margins in Q1Ford’s Cutting Costs After UAW StrikeCVS 2024 Outlook TrimmedWalmart Stock SplitWhy Is Walmart Splitting Its Stock?Will This Stock Split Help Investors?What to Look for in Walmart’s Earnings Walmart Stock Spot Bitcoin ETFsHow Much Money Went Into The Spot Bitcoin ETF Launch?ETF FlowsHow to Calculate ETF Flow NumbersNew Net Money vs. Flow from One ETF to Another‘Easy Button’ for Advisors Investing in Bitcoin Read about topics from this episode.  Disney Earnings: Lots of Good, Especially for the Flashy Metrics, but Underlying Issues Remain Ford Earnings: Pricing Eases UAW Strike Damage CVS Earnings: Outlook Trimmed Due to Elevated Medical Utilization In Medicare Advantage Business Walmart Earnings: Top Line Expands as Consumers Seek Value Amid Tighter Economic ConditionsSpot Bitcoin ETFs Are Here. Should You Invest?  What to watch from Morningstar.Should You Bet on Online Gambling Stocks Now?When Will the Fed Finally Cut Rates?Could Company 401(k)s Go the Way of IBM?Why Now Is the Time for Value Investing Read what our team is writing:Ivanna HamptonNoah Rohr Ruth Saldanha  Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/

Dan Wasiolek, a senior equity analyst for Morningstar Research Services, discusses the exciting opportunity to invest in gambling stocks. Larry Swedroe, author and Morningstar contributor, explains why chasing market performance and factoring in political beliefs into investing decisions can cost investors.Meta’s First DividendBoeing on Pause for Quality ControlNovo Nordisk’s Strong Sales in Q4The Gaming Industry and Online Gambling  Flutter on the NYSEFanDuel vs. DraftKingsOnline Sports BettingGambling Stocks3 Investing Lessons Investors Can Start Practicing TodayDon’t Go Chasing Market PerformanceWhy Do We Diversify?Do Your Political Beliefs Influence How You Invest? Read about topics from this episode.  Meta Earnings: Strong Ad Growth, First Dividend Supercharge Stock Price Boeing Earnings: Quality Puts a Pause on 737 MAX Expansion Novo Nordisk Earnings: Strong Outlook Supported by Expanding Pipeline DraftKings Earnings: Robust Sales and Profit Outlook Dealt as Platform Wins With Customers 12 Lessons the Market Taught Investors in 2023 What to watch from Morningstar.When Will the Fed Finally Cut Rates? Could Company 401(k)s Go the Way of IBM?Why Now Is the Time for Value InvestingAI Can Help Restaurants Innovate, But Will It Deliver Profits? Read what our team is writing:Ivanna Hampton Dan Wasiolek Larry Swedroe  Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/

Interest rates could likely be coming down, we discuss when, and we also talk about how much an ETF costs. And as the Magnificent Seven results start to roll in, are some of these stocks a buy?00:33 Tesla’s Slower Growth in 202401:37 Verizon’s Strong Q402:36 Netflix’s Booming Subscriber Growth03:31 The Total Cost of Owning an ETF04:19 Why Do the Costs of ETFs Vary?04:49 How Should Investors Measure ETF Holding Costs?  05:39 Tracking Costs vs Tracking Error06:21 What Are Transaction Costs?06:51 Holding Costs vs Transaction Costs07:45 Fed Unlikely to Cut Interest Rates in March, but What About May? Read about topics from this episode.  Tesla Earnings: Slower Growth Expected in 2024 Verizon Earnings: Stellar Cash Flow and Pricing Discipline Bode Well Netflix Earnings: Performance and Outlook Impressive, but Subscriber Growth Should ModerateWhat Is the Total Cost of Owning an ETF? When Will the Fed Start Cutting Interest Rates? What to watch from Morningstar.Could Company 401(k)s Go the Way of IBM? Why Now Is the Time for Value InvestingAI Can Help Restaurants Innovate, But Will It Deliver Profits?Betting Big on Stocks Rarely Beats Boring Investing Read what our team is writing:Ruth Saldanha Zachary Evens Preston Caldwell Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/  

John Rekenthaler, vice president of research for Morningstar Research Services, discusses IBM’s 401(k) plan change and why many workers would want something similar. Nic Owens, an industrials equity analyst for Morningstar Research Services, talks about how Boeing’s 737 safety issues affect the company’s outlook and stock.Taiwan Semiconductor Manufacturing’s Improved OutlookCitigroup’s Disappointing Q4BP’s New CEOIBM Retirement Accounts  IBM’s Retirement Benefit Account vs 401(k) Match PlanWhy Did IBM Switch from a 401(k) Match to the Retirement Benefit Account?Advantages and DisadvantagesWill Other Companies Follow IBM’s Lead?Boeing’s Manufacturing FlawsFAA Safety Alert Targets Older Boeing 737s How Is Boeing Improving Safety Standards?Boeing Stock OutlookRead about topics from this episode.  Taiwan Semiconductor Earnings: Upbeat Guidance and Lower 2024 Capital Expenditure Encouraging Citigroup Earnings: Turnaround Remains Complex, Expense Management Is Promising Despite Trimming Some Targets, BP Still Holds One of the More Aggressive Transition StrategiesBoeing: We Quantify the Fallout from 737 Manufacturing Defects Between $1 and $30 Per ShareHas IBM Built the Next Generation’s 401(k) Plan?  What to watch from Morningstar.Why Now Is the Time for Value InvestingAI Can Help Restaurants Innovate, But Will It Deliver Profits?Betting Big on Stocks Rarely Beats Boring Investing5 Pieces of Good News for Investors as 2023 Wraps Up Read what our team is writing:Ivanna HamptonJohn Rekenthaler Nicolas Owens  Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/ 

Sarah Hansen, Morningstar Inc markets reporter, talks about different scenarios that could provide a boost to value investing in 2024. Bryan Armour, director of passive strategies research for North America for Morningstar Research Services, explains why spot bitcoin ETFs are the best option on the fund market for bitcoin investors.00:45 BlackRock’s Earnings Surpassed Morningstar’s Expectations01:48 Coinbase Benefits from Higher Trading Revenue02:58 Should You Invest in Spot Bitcoin ETFs?03:36 Spot Bitcoin ETF vs Bitcoin Futures ETF05:05 Bitcoin Risks to Investors06:15 What Investors Should Consider Before Buying a Spot Bitcoin ETF08:51 Could Value Stocks Take the Lead in 2024?09:57 Value Stocks vs Growth Stocks10:54 Opportunities for Investors11:54 Are Value Stocks Making a Comeback?Read about topics from this episode.  BlackRock Earnings: GIP Acquisition Provides a Boost to Improving AUM Growth Forecast Is Coinbase Stock a Buy, a Sell, or Fairly Valued? Spot Bitcoin ETFs Are Here. Should You Invest? Will Value Stocks Take the Lead In 2024?  What to watch from Morningstar.AI Can Help Restaurants Innovate, But Will It Deliver Profits? Betting Big on Stocks Rarely Beats Boring Investing 5 Pieces of Good News for Investors as 2023 Wraps Up Charlie Munger, Warren Buffett Built Berkshire Hathaway to Thrive After They’re Gone Read what our team is writing:Ivanna HamptonSarah Hansen Bryan Armour  Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/

Sean Dunlop, an equity analyst for Morningstar Research Services, talks about how some restaurants are using artificial intelligence to tailor their menus to customers’ tastes and whether tip-flation is here to stay.  Tech and the Restaurant Industry  Can AI Speed Up Tech Evolution?How Digital Adoption Can Grow Bottom Lines"Tipflation” FrustrationLoyalty Programs Lead to Higher Customer SpendingSocial Media and Advertising Buzz Restaurant Industry Forecast for 2024Restaurant Stock Opportunities  Read about topics from this episode.  Toast Earnings: Shares Fall on Lofty Expectations and Slowing Restaurant Sales and Are Now CheapRestaurant Brands Earnings: Global Systemwide Sales Growth Encouraging, Modest Development HiccupYum Earnings: Digital Strength and Value Orientation Should Defend Results Despite Tough BackdropWendy’s Earnings: Solid Digital and International Progress Encouraging; Shares Slightly Cheap7 Charts On the AI Stock Boom One Year After ChatGPT’s LaunchWhere Are the Growth Opportunities in AI Investing? What to watch from Morningstar.Charlie Munger, Warren Buffett Built Berkshire Hathaway to Thrive After They’re GoneWhy are Active ETFs Everywhere, and Are Investors Abandoning Mutual Funds?Timing the Market Doesn’t Work — We Did the MathMake the Most of Your HSA Benefits and Investments in 2024 Read what our team is writing:Ivanna HamptonSean Dunlop, CFA Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/

Jack Shannon, a senior manager research analyst for Morningstar Research Services, explains why some active fund managers’ bets on their highest conviction stock picks paid off, but their portfolio performance may not have shown it.What is a “Big Bet”?Active Managers Are Increasing Their Big BetsDid Big Bets Help or Hurt Portfolios?Wagering and the Magnificent SevenCan Market Concentration Explain Big Bets?Best and Worst Bets Over the Last 25 YearsDid Winning Stock Pickers Beat The Benchmark Again?Key Takeaway for Investors Read about topics from this episode.  The Best and Worst Mutual Fund Bets of the Past 25 YearsHow Have the Magnificent Seven’s Earnings Been Looking?Here’s Why Active ETFs Are So Hot Right NowLarge-Growth Active Fund Managers Have Faced an Uphill Battle10% Stock Weights Are No Longer Shocking for Funds. Should They Be? What to watch from Morningstar.Charlie Munger, Warren Buffett Built Berkshire Hathaway to Thrive After They’re GoneWhy are Active ETFs Everywhere, and Are Investors Abandoning Mutual Funds?Timing the Market Doesn’t Work — We Did the MathMake the Most of Your HSA Benefits and Investments in 2024 Read what our team is writing:Ivanna HamptonJack Shannon Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/ 

Tom Lauricella, Morningstar Inc’s global markets editor and Smart Investor newsletter editor, discusses some of this year’s biggest headlines including the Federal Reserve signaling an end to hiking interest rates, the bond market’s performance, and the AI boom.What to Expect from the Fed in 2024Inflation and Housing  Dropping Bond Yields The Magnificent Seven StocksNvidia Stock vs Cisco StockWho Is Next to Benefit from AI?Outlook for Obesity Drug Stocks The Bond Market in 20232024 Outlook Read about topics from this episode.  Fed Inches Closer to 2024 Rate CutsHow Have the Magnificent Seven’s Earnings Been Looking?Nvidia 2023 vs. Cisco 1999: Will History Repeat?7 Charts On the AI Stock Boom One Year After ChatGPT’s LaunchObesity Drug Stocks: Where to Invest NowThe 4 Biggest Market Stories of 2023 — and What’s Next in 2024 What to watch from Morningstar.Why are Active ETFs Everywhere, and Are Investors Abandoning Mutual Funds?Timing the Market Doesn’t Work — We Did the MathMake the Most of Your HSA Benefits and Investments in 2024Headwinds Hold Airlines Back, But Check Out These Travel Stocks for the Holidays Read what our team is writing:Tom LauricellaIvanna Hampton Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/ 

Sarah Hansen, Morningstar Inc markets reporter, discusses why optimism and worry loom over the holiday shopping season. Gregg Warren, strategist for Morningstar Research Services, talks about how Munger’s passing will impact Berkshire and his outlook for the company. He also shares one of his favorite quotes from the sharp-witted investing legend. Instacart’s CompetitionLululemon’s Q3 Beats Morningstar’s ExpectationsHoliday Shopping Season and Consumer SpendingRetailers’ MoodSales ExpectationsHow the Loss of Charlie Munger Could Impact Berkshire HathawayCharlie Munger & Warren Buffett Laid the Groundwork for a Successful TransitionMorningstar’s Outlook on Berkshire Hathaway’s StockHow Charlie Munger and Warren Buffett Inspired InvestorsFavorite Charlie Munger Quote Read about topics from this episode.  Instacart: Market Dominance at Risk With Heightened CompetitionLululemon Earnings: Strong Momentum Leading Into a Competitive Holiday PeriodNovember Jobs Report Shows Steady Strength In HiringMarkets Brief: Why Investors Should Pay Extra Attention to Shopping Trends This HolidayWhy Berkshire Hathaway’s Success Will Continue After Charlie Munger ... and Warren Buffett  What to watch from Morningstar.Why are Active ETFs Everywhere, and Are Investors Abandoning Mutual Funds?Timing the Market Doesn’t Work — We Did the MathMake the Most of Your HSA Benefits and Investments in 2024Headwinds Hold Airlines Back, But Check Out These Travel Stocks for the Holidays Read what our team is writing:Sarah HansenGreggory WarrenIvanna Hampton Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/

With interest rates likely to stay on the higher side, investors should realize that there is money to be made in rates staying higher for longer, and we have three ETF picks that could help you do just that.  Timestamps:Salesforce’s Strong QuarterIntuit’s Solid Top and Bottom LinesSnowflake’s Mixed Quarter ResultsWhat is Driving Interest in Active ETFs?Why Are There Such High ETF Flows?Are Active Investors Leaving Mutual Funds for Active ETFs?Advantages of Active ETFs Disadvantages of Active ETFsHow to Decide Between ETFs, Mutual Funds, or a Passive Strategy  3 ETFs That Benefit From Higher Interest Rates Read about topics from this episode.  Salesforce Earnings: MuleSoft Shines In Another Overall Good Quarter Intuit Inc Snowflake Earnings: Long-Term Upside Is Far From Melting Here’s Why Active ETFs Are So Hot Right Now  What to watch from Morningstar.Timing the Market Doesn’t Work — We Did the Math Make the Most of Your HSA Benefits and Investments in 2024 Headwinds Hold Airlines Back, But Check Out These Travel Stocks for the Holidays Higher Bond Yields and Interest Rates Are Here to Stay  Read what our team is writing:Ruth Saldanha Ryan Jackson  Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/ 

Adam Fleck, director of research for ratings and ESG for Morningstar Research Services, explains why market-timing underperforms a hands-off strategy. Leslie Norton, editorial director for sustainability for Morningstar Inc., discusses what to expect at COP28 and the global push to net zero.NVIDIA’s Outstanding Fiscal Q3 Revenue  Cisco’s Gloomy Full-Year OutlookShopping Boosted Walmart’s Q3, But Uncertainty Remains Going into HolidaysWhat Investors Should Pay Attention to From the United Nations Climate Change Conference The Paris Agreement Calls for Progess Check at COP28What Are Governments Doing About Rising Global Temperatures?Who’s Leading and Lagging in Becoming Net-Zero? Investment Opportunities in Clean Energy TransitionShould Investors Focus on Time in the Market?Does Market Timing Work?Market Signals for InvestorsMarket Timing vs. Buy And HoldWhy The Portfolio That Relies on the Market Timing Underperforms  Remembering Charlie Munger Read about topics from this episode.  Nvidia Earnings: Predictably Outstanding Results; Strong Forward Guidance Cisco Earnings: Still Like Long-Term Opportunity Despite Lowered Outlook Walmart Earnings: Top Line Expands as Consumers Seek Value Amid Tighter Economic Conditions Staying Invested Beats Timing the Market—Here’s the Proof What Does a Warmer Future Mean for Oil & Gas Stocks? 12 Lessons on Money and More From Warren Buffett and Charlie Munger   What to watch from Morningstar.Make the Most of Your HSA Benefits and Investments in 2024 https://youtu.be/2zPAQcSf0Pw?si=CjJyf5pTlHTMBWRDHeadwinds Hold Airlines Back, But Check Out These Travel Stocks for the Holidays https://youtu.be/Dd1H9tQ8Hp8?si=VaX9p-aDIpajlKGJHigher Bond Yields and Interest Rates Are Here to Stay https://youtu.be/cmcvJ2BY6_g?si=HpvsruSUlXgO4D3MNew iShares Target-Date ETFs Provide Different Retirement Saving Path https://youtu.be/thAqOc8pokY?si=prbOtZ-x18rO81XZ Read what our team is writing:Leslie Norton Adam Fleck Ivanna Hampton Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/ 

Margaret Giles, Morningstar Inc editor, discusses how to use HSA benefits and the 2024 HSA contribution limits. Greg Carlson, Morningstar Research Services senior manager research analyst, talks about who Morningstar has ranked the top HSA providers for spending and investing. What is an HSA?HSA vs. FSAHSA Limits Are Increasing in 2024How To Maximize the Triple tax BenefitHow to Switch an HSA ProviderWhat to Look for When Shopping for a Health Savings AccountBest HSAs for SpendingBest HSAs for Investing  Read about topics from this episode.  What Happens to Your HSA in Retirement?What Can My HSA Be Used For?Can You Save Too Much in a Health Savings Account?The Best HSA Providers of 2023 What to watch from Morningstar.New iShares Target-Date ETFs Provide Different Retirement Saving Path5 Scary Stocks for You to Avoid This HalloweenNavigating Medicare Open Enrollment for 2024Falling Mutual Fund and ETF Fees a ‘Big Win for Investors’ Read what our team is writing:Margaret GilesGreg CarlsonIvanna Hampton Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/