December 6, 2019
We discuss how charitable giving can improve your portfolio and trends in bond index investing.
November 29, 2019
Welcome to the Investing Insights Podcast from We’re taking a brief holiday hiatus and will return to publishing on Friday, December 6th. In the meantime, listen to Morningstar’s flash briefing on your Alexa-enabled device. Six days a week we deliver the latest news for investors. Just say, “Alexa, enable the Morningstar skill,” or visit From everyone here at Morningstar, thanks for listening.
November 22, 2019
We highlight dividend opportunities in telecom and share our stance on Sherwin-Williams.
November 15, 2019
We breakdown Vanguard’s view on ETF trends and what makes United Rentals attractive.
November 8, 2019
We examine muni bonds, utilities, and Teva’s shares.
November 1, 2019
We examine withdrawal strategies for retirees and electric vehicles.
October 25, 2019
ETFs for low yield environments and insight on energy sector’s future.
October 18, 2019
Learn what to watch for with capital gains distributions and ways to play in the video game space.
October 11, 2019
Funds that favor wide moats, fixed-income performance, and an undervalued biotech name.
October 4, 2019
A stock pick from the packaged food aisle, and why emergency funds are necessary for retirement.
September 27, 2019
Sustainability in fixed income, saving differences by gender, and a bargain in CenturyLink.
September 20, 2019
We examine REITs and Wells Fargo, and, for retirees, tax-planning and volatility.
September 13, 2019
We look into funds that are worse than they look and examine Wyndham Hotels shares.
September 6, 2019
In this week’s podcast, we examine CVS, American Funds' equity lineup, and recession concerns.
August 30, 2019
On this week's podcast, dividend stocks, foreign investing, and the prospects of a recession.
August 23, 2019
On this week's podcast, custody banks, the costs of poor timing, and Ariel's take on the market.
August 16, 2019
In this week's episode; we're talking tech stocks, social security options, lower-risk foreign funds, and more.
August 2, 2019
On this week's podcast, a high-quality stock to watch, the popularity of passive funds, and what makes data centers attractive.
July 26, 2019
In this week’s podcast, our analysts share three of their favorite bold bond funds, special guest Tim Steffen from Baird provides financial tips for gig economy workers, Brett Horn on what M&A means for payment processors, Christine Benz and Brian Moriarty discusses whether floating-rate funds are a fit for your portfolio, Ben Johnson on the pitfalls of market-cap weighted indexing, and Kris Inton with Morningstar’s outlook on cannabis stocks.
July 19, 2019
We’re airing a special edition of the podcast this week. Morningstar Director of Personal Finance Christine Benz talks with Russ Kinnel, Director of Manager Research and editor of Morningstar Fund Investor, about some of his favorite funds across a variety of different investment categories.
July 12, 2019
In this week’s podcast, our analysts talk about three great funds having a lousy year; special guest Mary Beth Franklin discusses the clever Social Security strategy that’ll be phased out next year; Debbie Wang puts LabCorp under the microscope; Christine Benz talks with special guest Carolyn McClanahan about planning and paying for long-term care; Alex Bryan shares three off-the-beaten-path ETFs; and RJ Hottovy examines Amazon’s future beyond Prime Day.
June 28, 2019
In this week’s podcast, our analysts share three funds managed by great up-and-comers; guest Ed Slott covers divorce, taxes and retirement planning; Tom Lauricella discusses key considerations for today’s bond investor; Christine Benz explains how to create a hands-off portfolio in retirement; Erin Lash gives her take on Campbell’s new recipe for profitable growth; and guest Mark Miller talks about Medicare pitfalls.
June 21, 2019
In this week’s podcast, Josh Aguilar on whether 3M is a good stock for dividend seekers, Christine Benz discusses what’s missing from her streamlined 3-funds portfolios, Nick Watson with an attractive small-cap value fund, Russ Kinnel shares his three favorite actively managed world-stock funds, Matthew Dolgin offers a best idea in networking, and Alex Bryan with three diverse funds for yield seekers.
June 14, 2019
In this week's podcast, funds run by topnotch managers, an excellent deep value fund, and cheap oilfield services companies.
June 7, 2019
In this week’s podcast, Dan Wasiolek shares his favorite dividend-paying stocks in the travel and leisure industry, Christine Benz talks with Baird’s Tim Steffen about how to fix Social Security, Russ Kinnel with three of his favorite mid-cap funds, Dan Romanoff on why we like undervalued Guidewire, Dan Sotiroff on some solid broad foreign index funds from Fidelity, and Karen Andersen on what the elimination of rebates could mean for drug manufacturers.
May 31, 2019
On this week's podcast, mad-money ideas, frontier markets, and QCD mistakes to avoid.
May 24, 2019
In this special edition of the podcast, we highlight what managers and practitioners had to say at the 2019 Morningstar Investment Conference.
May 17, 2019
This week on the podcast, we are celebrating Morningstar’s 35th Anniversary with a roundtable discussion between founder and executive chairman Joe Mansueto, Morningstar managing director Don Phillips, and Morningstar CEO Kunal Kapoor about Morningstar’s past, present and future. Stay tuned after the discussion for a brief video about what it means to us to empower investor success.
May 3, 2019
This week on the podcast, our analysts take a look at three funds that’ve been downgraded due to manager losses, Christine Benz discusses whether retirees need bonds, Abhinav Davuluri takes a look at earnings in the semiconductor industry, Ben Johnson discusses Morningstar’s latest research about fund fees, Dan Culloton talks about a promising international fund on our radar, and Gregg Warren discusses Berkshire Hathaway’s valuation.
April 26, 2019
On this week's podcast, low-volatility ETFs, a pick among California utilities, and funds for retirees.
April 18, 2019
This week on the podcast, Christine Benz shares three equity funds from her model portfolios for retirees, Damien Conover reveals what he expects from big pharma this earnings season, special guest Michael Kitces talks about the role likability plays when choosing an advisor, Sarah Bush explains why a well-liked bond fund was recently downgraded, Eric Compton discusses what bank earnings say about the health of the economy, and Russ Kinnel shares four of his favorite niche funds.
April 12, 2019
On this week's podcast, special guest Michael Kitces on sequence of return risk, a good world-allocation fund, and new retirement legislation.
April 5, 2019
This week on the podcast, Russ Kinnel discusses the dominant performance of growth strategies during the first quarter, Sarah Bush talks about the bond market’s performance so far this year, Ben Johnson recaps the first quarter in ETFs, Christine Benz on how to manage cash in retirement, Jake Strole with a high-quality yet undervalued insurer, and our analysts share 3 good funds having a great year.
March 29, 2019
This week on the podcast, Chris Higgins on Defense and aerospace dividend opportunities; a Gold-rated target-risk series from Vanguard; Dan Sotiroff on Passive Foreign-Stock Funds; Christine Benz on the tax benefits of health savings accounts; two funds to consider for non-US exposure; and Dave Whiston on auto sales this year.
March 22, 2019
This week on the podcast, Ali Mogharabi on what Lyft is worth, Christine Benz with fixed-income ETFs for retirees, Ariel’s John Rogers with two of his favorite mid-cap stocks, Brian Moriarty on the state of the high-yield bond market, Eric Compton with ratings changes in the bank sector, and Christine Benz with IRA contribution tips for later in life.
March 15, 2019
This week on the podcast, Christine Benz with tips for last-minute IRA contributions, Damien Conover with undervalued health-care stocks with secure dividends, Russ Kinnel with the recipe for finding “fantastic” funds, Erin Lash with high-quality and underpriced packaged goods stocks, Alfonzo Bruno with a strong inflation hedge from Vanguard, and Ariel’s John Rogers on the changing face of value investing.
March 8, 2019
This week on the podcast, our experts offer their mutual fund and ETF ideas for funding an IRA.
March 1, 2019
This week on the podcast, Christine Benz with 3 ideas for IRAs; Eric Compton sees an attractive dividend opportunity with Wells Fargo; Beth Foos on a Bronze-rated muni fund with a solid team; Erin Lash thinks Kraft Heinz is undervalued despite bad news; Alex Bryan with 4 ETFs for IRAs, and Jaime Katz on how the slowing housing market affects Home Depot and Lowe’s.
February 22, 2019
This week on the podcast, 3 new Morningstar Medalists; Christine Benz with 4 hidden benefits of Roth IRAs; A pending manager departure for T. Rowe Price High Yield; Allergan’s future looks promising; and Ben Johnson says index funds aren’t all passive
February 15, 2019
This week on the podcast, our analysts’ takes on Coca Cola and Cisco results; Christine Benz suggests three strategies for generating cash flow in retirement; Travis Miller highlights 3 utilities for income investors; Jon Hale talks about the growth of sustainable investing; Mark Cash gives his take on Dell stock; and Alex Bryan shares a low-cost ETF with a focus on strong businesses.
February 8, 2019
This week on the podcast, our analysts’ takes on Alphabet, GM, and Disney results; Christine Benz suggests three investment ideas for an IRA; Sarah Bush examines Bill Gross’ legacy; R. J. Hottovy takes a look at Starbucks; Ed Slott on obscure IRA rules; and Russ Kinnel gives his take on active funds during a downturn.
February 1, 2019
This week on the podcast, our stock news roundup with PG&E, Apple, Facebook, and Caterpillar; an upgrade for T. Rowe Price New Horizons; Greg Warren on wide-moat asset managers; dividends among tobacco firms; Russ Kinnel on Jack Bogle, and from our Portfolio Tuneup week, Christine Benz on streamlining your portfolio and setting your asset allocation.
January 25, 2019
This week on the podcast, our earnings roundup with Johnson & Johnson, Proctor & Gamble, Netflix, and IBM; Ed Slott on missed RMDs; what the government shutdown means for the debt ceiling; Russ Kinnel on investment themes for 2019; 3 gold-rated small-cap index funds to consider; and how to build a solid portfolio foundation.
January 18, 2019
On this week's episode, we put together a collection of clips from our interviews with Jack Bogle over the years.
January 11, 2019
This week on the podcast: Russ Kinnel on the year in funds; three newly reopened funds for the new year; Baird’s Tim Steffen on tax reporting missteps; a bank-loan fund pick; a well-positioned software firm; and bargain in the banking sector.
January 4, 2019
On this week's episode, we examine Apple’s revenue warning, Procter & Gamble’s progress, top dividend picks and how Fidelity and Vanguard fared over the last year.
December 21, 2018
On this week's episode, we look at Johnson & Johnson, beating the market, and bucket maintenance.
December 14, 2018
This week on the podcast: Ed Slott on RMD mistakes to avoid; evaluating fund laggards; why electricity demand is about to get a jolt; Gold-rated funds that are taking a beating; bond funds that should benefit from a flight to quality; and analyzing slowing home sales.
December 7, 2018
Our analysts discuss China, Exxon, fund winners and losers, and healthcare stocks on this week's episode.
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