Investing Insights

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/  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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/  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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/  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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/  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this podcast, we discuss Tesla's slower growth in 2024, Verizon's strong Q4 results, and Netflix's booming subscriber growth. We also dive into the total cost of owning an ETF and explore why the costs of ETFs vary. Additionally, we debate when the Fed might start cutting interest rates and analyze the benefits and risks of this decision. Overall, an informative and timely episode!