Investing Insights podcast

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State Secrets: Inside The Making Of The Electric State

1
The Secret To Getting Inspired: Millie Bobby Brown & Chris Pratt Go Behind The Scenes 21:04

vor 5 Tagen21:04

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Step into the mysterious and visually stunning world of The Electric State as host Francesca Amiker takes you behind the scenes with the creative masterminds who brought Simon Stålenhag’s dystopian vision to life. In this premiere episode, directors Joe and Anthony Russo, stars Millie Bobby Brown and Chris Pratt, writers Christopher Markus and Stephen McFeely, and producers Angela Russo-Otstot and Chris Castaldi reveal how they transformed a haunting graphic novel into an epic cinematic experience. Watch The Electric State coming to Netflix on March 14th. Check out more from Netflix Podcasts . State Secrets: Inside the Making of The Electric State is produced by Netflix and Treefort Media.…

Investing Insights

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A thoughtful look at investing opportunities and risks beyond the market headlines, plus personal finance and retirement tips, from Morningstar.

418 Episoden

#Investing #Finance #Morningstar #Mutual #Analysis #Ideas #Independent #Advice #Christine Benz #Trading #Business #Entrepreneur #News #Stock #Funding #ETF #Economics #Bond

Investing Insights

1,827 subscribers

updated vor 5 Tagen

Serie-Home•Feed

A thoughtful look at investing opportunities and risks beyond the market headlines, plus personal finance and retirement tips, from Morningstar.

418 Episoden

#Investing #Finance #Morningstar #Mutual #Analysis #Ideas #Independent #Advice #Christine Benz #Trading #Business #Entrepreneur #News #Stock #Funding #ETF #Economics #Bond

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Investing Insights

1
Gray Divorce: How to Avoid Triggering a Costly Tax Bill 15:26

vor 5 Tagen15:26

15:26

Sheryl Rowling, editorial director for financial advice at Morningstar Inc, discusses the financial and tax issues that could come up during and after a gray divorce. Limiting the Financial Impact of a Gray Divorce How to Budget After Divorce What to Do if There’s a Budget Shortfall Social Security Divorce Benefits Gray Divorce Near Retirement Will a New Tax-Filing Status Result in Higher Taxes? How to Fairly Split Assets in Divorce How to Avoid Tax Penalties When Dividing Retirement Accounts Pros and Cons of Keeping the Family Home Selling the House and Downsizing After Divorce Why Hire Professionals to Help with a Gray Divorce Read about topics from this episode. Gray Divorce: 10 Financial and Tax Issues You Must Know After 50 Maybe You Shouldn’t Delay Taking Your Social Security Benefits After All Six Retirement Withdrawal Strategies That Stretch Savings 6 Retirement Financial Myths to Avoid What You Need to Know About Capital Gains Distributions How to Choose a Financial Advisor What to watch from Morningstar. Why the Bond Market Looks Brighter Than It Did in 2022 Where to Find Bargain Stocks in an Expensive Market These 4 Dividend ETFs Strike the Right Balance for Income Investors Vanguard Fee Cuts May Be Small, But They’re a Win For Investors Read what our team is writing: Sheryl Rowling Ivanna Hampton Follow us on social media. Facebook: https://www.facebook.com/MorningstarInc/ X: https://x.com/MorningstarInc Instagram: https://www.instagram.com/morningstar ... LinkedIn: https://www.linkedin.com/company/5161/…

Investing Insights

1
Why the Bond Market Looks Brighter Than It Did in 2022 22:04

vor 12 Tagen22:04

22:04

Dan Lefkovitz, strategist for Morningstar Indexes, talks about what he finds noteworthy in the bond market today. Philip Straehl, chief investment officer for the Americas for Morningstar Wealth, a part of registered investment adviser Morningstar Investment Management, explains why employees who own company stock should protect their total wealth. Bond Market in Q1 2025 Why Did the 10-Year US Treasury Yield Go Up After 2024 Interest Rate Cuts Why Bond Investors Are Worried Following the US Presidential Election What’s the Bright Side for Bonds? The Importance of Portfolio Diversification Morningstar’s 2025 Bond Outlook Key Takeaways on Portfolio Diversification What’s New in the Markets? What Are Restricted Stock Units? Risks Associated with RSUs Examining RSU Risk Through Portfolio Personalization Understanding Concentration Risk’s Effect on Your Total Wealth Do Separately Managed Accounts Offer Enough Personalization? How Should Investors Mitigate the Risk? How Do Your Financial Goals Play Into Diversifying Your Concentrated Portfolio? Do You Need a Financial Advisor to Diversify Your Portfolio? Key Takeaways on RSUs and Portfolio Personalization Read about topics from this episode. Experts Forecast Stock and Bond Returns: 2025 Edition What Higher Inflation Means for Stock/Bond Correlations 10 Financial Rules of Thumb You Don’t Have to Follow Do as I Say (Not as I Do) Bonds Might Be Losing Money, but There Is a Bright Side 8 Top-Performing High Yield Bond Funds Stocks and Bonds Stumble on Hot Jobs Report. Are Markets in Trouble, or Is It Just Noise? How to Make Sure Your Personalized Portfolio Doesn’t Backfire Should Your Clients’ Stock Portfolios Consider Their Careers? What to watch from Morningstar. Where to Find Bargain Stocks in an Expensive Market These 4 Dividend ETFs Strike the Right Balance for Income Investors Vanguard Fee Cuts May Be Small, But They’re a Win For Investors How Inflation, Tariffs, and More Could Impact Your Finances in 2025 Read what our team is writing: Dan Lefkovitz Philip Straehl Ivanna Hampton Follow us on social media. Facebook: https://www.facebook.com/MorningstarInc/ X: https://x.com/MorningstarInc Instagram: https://www.instagram.com/morningstar ... LinkedIn: https://www.linkedin.com/company/5161/…

Investing Insights

1
Where to Find Bargain Stocks in an Expensive Market 12:15

vor 19 Tagen12:15

12:15

David Harrell, editor of Morningstar’s StockInvestor newsletter, investigated stock valuation trends from a watchlist with 120 names across the market. He reveals which stocks are relative bargains. The Evolution of the Morningstar Style Box What Is the Value-Growth Score for Stocks? Why Investors Should Look Deeper Than Overall Market Trends Investigating Stock Valuation Trends on the Tortoise and Hare Watchlist Small-Cap Stock Findings Are There Any Mega-Cap Stocks on Morningstar StockInvestor’s Watchlist? Which Stocks Earned the Minimum Value-Growth Score? Which Stocks Earned the Maximum Value-Growth Score? What's next is now at the Morningstar Investment Conference. Register now to get to the source for cutting-edge research, expert insights, and thorough analysis. https://www.morningstar.com/business/events/morningstar-investment-conference?refid=investingin Read about topics from this episode. Subscribe to the StockInvestor Newsletter 3 Top Value Stocks to Buy and Hold for 2025 11 Newly Overvalued Stocks Top 15 Value-Creating Stocks of the Past Decade Weekly Market Update: Stocks Rise 1.35% as Tech Sector Gains John Rekenthaler: ‘The House Is With You When You’re Investing’ Market Barometer What to watch from Morningstar. These 4 Dividend ETFs Strike the Right Balance for Income Investors Vanguard Fee Cuts May Be Small, But They’re a Win For Investors How Inflation, Tariffs, and More Could Impact Your Finances in 2025 Why Inflation Still Poses a Risk to Stocks and Bonds in 2025 Read what our team is writing: David Harrell Ivanna Hampton Follow us on social media. Facebook: https://www.facebook.com/MorningstarInc/ X: https://x.com/MorningstarInc Instagram: https://www.instagram.com/morningstar ... LinkedIn: https://www.linkedin.com/company/5161/…

Investing Insights

1
These 4 Dividend ETFs Strike the Right Balance for Income Investors 10:46

vor 26 Tagen10:46

10:46

Bryan Armour, director of passive strategies research for North America for Morningstar Research Services, explains how dividend income and dividend growth strategies work. He also discusses why four dividend ETFs from Vanguard and Schwab earn top marks. Comparing Income and Growth Dividend ETF Strategies Blindspots in Dividend ETF Investing Are Company Payouts Expected to Increase Over Time for Dividend Growth ETFs? Judging the Performance of Dividend ETF Strategies What is Factor Investing? Writing Your Factor Exposure Checklist for Dividend ETFs Gold-Rated Dividend Growth ETFs from Vanguard Why is Vanguard’s Dividend Income Strategy Impressive? Why Schwab’s Dividend ETF Is Worthy of a Gold Rating What's next is now at the Morningstar Investment Conference. Register now to get to the source for cutting-edge research, expert insights, and thorough analysis. https://www.morningstar.com/business/events/morningstar-investment-conference?refid=investingin Read about topics from this episode. The Top High Dividend ETFs for Passive Income in 2025 Is It Time to Reconsider Dividend Funds? How to Choose a Dividend Fund How to Maximize the Tax Efficiency of an ETF Portfolio 3 Great US ETFs for 2025 and Beyond What to watch from Morningstar. Vanguard Fee Cuts May Be Small, But They’re a Win For Investors How Inflation, Tariffs, and More Could Impact Your Finances in 2025 Why Inflation Still Poses a Risk to Stocks and Bonds in 2025 Active ETFs vs Mutual Funds: What to Know Before Picking a New Fund Read what our team is writing: Bryan Armour Ivanna Hampton Follow us on social media. Facebook: https://www.facebook.com/MorningstarInc/ X: https://x.com/MorningstarInc Instagram: https://www.instagram.com/morningstar ... LinkedIn: https://www.linkedin.com/company/5161/…

Investing Insights

1
Vanguard Fee Cuts May Be Small, But They’re a Win For Investors 19:47

vor 5 weeks19:47

19:47

Dan Sotiroff, a senior manager research analyst for Morningstar, explains how lower fees on dozens of Vanguard investments will likely benefit both investors and the popular money manager. Plus, we hear from the hosts of our new podcast, The Morning Filter . David Sekera, Morningstar's chief US market strategist, and Susan Dziubinski, an investment specialist at Morningstar Inc., discuss how they cut through the noise of the stock market each week. Vanguard Fee Cuts 2025 Why Is Vanguard Cutting Fees Now? 6 Noteworthy Vanguard Funds and ETFs With Cheaper Expense Ratios Vanguard Signals to Investors to Consider Bond Funds Is Vanguard’s New CEO Putting Pressure on BlackRock to Lower Fees? Has the “Race to the Bottom” of Cheaper Fund Fees Started Again? What Lower Fund Fees Mean for Vanguard Investors in the Long Term How Vanguard Can Keep and Grow Their Customer Base What’s New in the Markets Introducing The Morning Filter Podcast How The Morning Filter Brings Unique Insights to Listeners What to Expect from The Morning Filter’s Weekly Analysis of Stock Picks and Pans Market Outlook 2025: What Investors Can Expect How Investors and Advisors Learn from The Morning Filter What's next is now at the Morningstar Investment Conference. Register now to get to the source for cutting-edge research, expert insights, and thorough analysis. https://www.morningstar.com/business/events/morningstar-investment-conference?refid=investingin Read about topics from this episode. Vanguard Cuts Fees on Nearly 90 Funds and ETFs Vanguard in 2025: What Investors Need to Know Subscribe to The Morning Filter on Apple podcasts, or wherever you stream podcasts. 3 Stocks to Buy Before They Bounce Back What to watch from Morningstar. How Inflation, Tariffs, and More Could Impact Your Finances in 2025 Why Inflation Still Poses a Risk to Stocks and Bonds in 2025 Active ETFs vs Mutual Funds: What to Know Before Picking a New Fund It's Getting Easier to Invest in Private Assets. What Does That Mean for Investors? Read what our team is writing: Daniel Sotiroff David Sekera Susan Dziubinski Ivanna Hampton Follow us on social media. Facebook: https://www.facebook.com/MorningstarInc/ X: https://x.com/MorningstarInc Instagram: https://www.instagram.com/morningstar ... LinkedIn: https://www.linkedin.com/company/5161/…

Investing Insights

1
How Inflation, Tariffs, and More Could Impact Your Finances in 2025 19:28

vor 6 weeks19:28

19:28

Preston Caldwell, senior US economist for Morningstar Investment Management, discusses the Federal Reserve’s interest-rate decision, his outlook for inflation in 2025, and the potential impact of US tariffs. Fed Meeting January 2025: Was Pausing Interest-Rate Cuts a Good Move? Outlook for Inflation in 2025 How a Strong Jobs Market Fits into the Fed’s Outlook Why Mortgage Rates Rose When Interest Rates Fell When is the Next Fed Meeting in 2025? Are Interest Rates Going Down in 2025? How Mass Deportations Could Affect Businesses and Consumers How US Tariffs Could Affect Consumer Goods Prices Tracking Inflation, Financial Conditions, and the Housing Market Read about topics from this episode. What Trump’s Proposed Tariffs Would Mean for the Economy Forecasts for December PCE Report Show Continued Improvement on Core Inflation Fed Hits the Pause Button, Awaits Further Data Amid Policy Uncertainty An Investor’s Guide to the Next Trump Administration What to watch from Morningstar. Why Inflation Still Poses a Risk to Stocks and Bonds in 2025 Active ETFs vs Mutual Funds: What to Know Before Picking a New Fund It's Getting Easier to Invest in Private Assets. What Does That Mean for Investors? Where Investors Can Find the Highest Bond Yields in 2025 Read what our team is writing: Preston Caldwell Ivanna Hampton Follow us on social media. Facebook: https://www.facebook.com/MorningstarInc/ X: https://x.com/MorningstarInc Instagram: https://www.instagram.com/morningstar ... LinkedIn: https://www.linkedin.com/company/5161/…

Investing Insights

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Introducing The Morning Filter 1:03

vor 6 weeks1:03

1:03

Follow The Morning Filter on Apple Podcast to hear new episodes on Monday mornings. https://podcasts.apple.com/us/podcast/the-morning-filter/id1792280057

Investing Insights

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Why Inflation Still Poses a Risk to Stocks and Bonds in 2025 16:49

vor 7 weeks16:49

16:49

Sarah Hansen, Morningstar Inc markets reporter, explains why the markets are closely watching inflation and what some forecasters expect. Seth Goldstein, strategist for Morningstar Research Services, discusses whether the new Trump administration’s policies could affect the electric vehicle industry and his outlook for Tesla’s stock. What’s Changed About the Inflation Outlook Why Inflation is Running Hotter Again What Stubborn Inflation Means for Investors and the Economy Markets’ Response to Inflation Why Investors Need to Pay Attention to Inflation Drivers What Economists Think Is Next for Inflation Bottom Line for Investors What’s New in the Markets How Trump’s Policy Shift Could Affect Tesla and Other Automakers Is It Still Possible for EVs to Hit Their Accelerated Growth Forecast? Why Tesla May Have a Comeback in 2025 What to Look for in Tesla’s Upcoming Earnings Morningstar’s Outlook on Tesla Stock Read about topics from this episode. Markets Breathe a Sigh of Relief on Softer Core Inflation December Inflation Data Closes Door on January Rate Cut, but There’s Improvement Under the Hood Is Inflation Really What Ails Stocks and Bonds? Stocks and Bonds Stumble on Hot Jobs Report. Are Markets in Trouble, or Is It Just Noise? Tesla: Full-Year Deliveries Decline and Energy Storage Deployments Set Record High What to watch from Morningstar. Active ETFs vs Mutual Funds: What to Know Before Picking a New Fund It's Getting Easier to Invest in Private Assets. What Does That Mean for Investors? Where Investors Can Find the Highest Bond Yields in 2025 How the Fed's Surprise Outlook Adds to Market Uncertainty for 2025 How to Diversify Your Portfolio to Handle a Market Correction Read what our team is writing: Sarah Hansen Seth Goldstein Ivanna Hampton Follow us on social media. Facebook: https://www.facebook.com/MorningstarInc/ X: https://x.com/MorningstarInc Instagram: https://www.instagram.com/morningstar ... LinkedIn: https://www.linkedin.com/company/5161/…

Investing Insights

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Active ETFs vs Mutual Funds: What to Know Before Picking a New Fund 17:34

vor 8 weeks17:34

17:34

Russ Kinnel, director of ratings for Morningstar Research Services, compares open-end funds and actively managed ETFs from Fidelity, T. Rowe Price, and Capital Group. Matthew Dolgin, senior equity analyst for Morningstar Research Services, discusses what he thinks of Netflix’s stock and where the streamer could profit next. Open-End Funds vs. Active ETFs Advantages of Active ETFs Appeal for Day Traders Disadvantage of Active ETFs Which Investors Should Consider Swapping Mutual Funds for ETF Counterparts Comparing Open-End Funds and Active ETFs on Key Factors How T. Rowe Price Funds Compare to ETFs Fidelity Funds vs ETFs Performance Capital Group’s Different Approach to Their Funds vs ETFs Decision Expected From SEC on ETF Share Class Requests What’s New in the Markets Netflix's Message to Competitors Too Early to Judge Live Sports Push How Can Netflix Increase Profits? What to Watch for From Netflix’s Earnings Report Morningstar’s Outlook on Netflix Stock Read about topics from this episode. How to Find the Right Active ETF for Your Portfolio Will Active ETFs Outnumber Passive ETFs? 3 Great Active ETFs for Stock Investors Are Active ETFs Truly More Tax-Efficient? Morningstar’s Guide to Active ETFs After Earnings, Is Netflix Stock a Buy, a Sell, or Fairly Valued? 3 Cheap Stocks to Watch in the Fight Over Sports Streaming What to watch from Morningstar. It's Getting Easier to Invest in Private Assets. What Does That Mean for Investors? Where Investors Can Find the Highest Bond Yields in 2025 How the Fed's Surprise Outlook Adds to Market Uncertainty for 2025 How to Diversify Your Portfolio to Handle a Market Correction Read what our team is writing: Ivanna Hampton Russ Kinnel Matthew Dolgin Follow us on social media. Facebook: https://www.facebook.com/MorningstarInc/ X: https://x.com/MorningstarInc Instagram: https://www.instagram.com/morningstar ... LinkedIn: https://www.linkedin.com/company/5161/…

Investing Insights

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It's Getting Easier to Invest in Private Assets. What Does That Mean for Investors? 25:48

vor 9 weeks25:48

25:48

Jack Shannon, senior manager research analyst for Morningstar Research Services, discusses how fund companies are looking to put private assets in the hands of everyday investors. He explains the risks and opportunities in private equity and private credit, and where this trend could go in 2025. What Are Private Assets? Risks of Private Assets vs. Public Assets Why Fund Companies Want to Give Retail Investors Access to Private Assets How Investors Can Access Private Assets Today Why Funds Choose Private Credit Instead of Private Equity Why Companies Stay Private How the Lack of Liquidity in Private Assets Plays Out in Interval Funds How Funds Provide Exposure to Private Equity Do Funds with Private Equity or Private Credit Exposure Have Better Performance? Would Holding Private Assets in an ETF Work? Opportunities for Investors in Private Asset Funds Private Asset Fund Outlook Read about topics from this episode. Morningstar's 2025 Outlook: Future Market Investment Strategies When Will Public and Private Equity Markets Finally Converge? DXYZ: This Closed-End Fund Is Not Destiny’s Child Invest in SpaceX Alongside Elon Musk? Why This Closed-End Fund Is Not Worth the Ride Private Credit: Avoid This Common Asset Allocation Mistake 2025 US Private Credit Outlook: More M&A, Larger Lenders, Bigger Market Ask Your Advisor These Questions Before Investing in Private Credit What to watch from Morningstar. Where Investors Can Find the Highest Bond Yields in 2025 How the Fed's Surprise Outlook Adds to Market Uncertainty for 2025 How to Diversify Your Portfolio to Handle a Market Correction What Higher Bond Yields Mean for Markets in 2025 Read what our team is writing: Jack Shannon Margaret Giles Follow us on social media. Facebook: https://www.facebook.com/MorningstarInc/ X: https://x.com/MorningstarInc Instagram: https://www.instagram.com/morningstar ... LinkedIn: https://www.linkedin.com/company/5161/…

Investing Insights

1
Where Investors Can Find the Highest Bond Yields in 2025 14:17

vor 10 weeks14:17

14:17

Dominic Pappalardo, chief multi-asset strategist for Morningstar Investment Management, discusses where to find the highest bond yields this year and whether corporate bonds are still attractive. Why Cash is No Longer King Is a 3% Interest Rate Forecast a Wake-Up Call? Why It's a Good Time for Investors to Move Out of Cash Why Investors Should Move Longer Term in Fixed Income Are Corporate Bonds Still Attractive? Where We Are Seeing Promising Yields From Global Bonds What to Keep in Mind When Investing in Global Bonds Where to Invest in 2025 Read about topics from this episode. Where to Find Returns When Interest Rates Fall Morningstar's 2025 Outlook: Future Market Investment Strategies Morningstar’s 2025 Investment Outlook for Financial Advisors Why Our Best Investment Ideas for 2025 Are Outside the US What to watch from Morningstar. How to Diversify Your Portfolio to Handle a Market Correction What Higher Bond Yields Mean for Markets in 2025 Yes, You Can Still Find Tax-Loss Harvesting Opportunities in 2024 Read what our team is writing: Dominic Pappalardo Ivanna Hampton Follow us on social media. Facebook: https://www.facebook.com/MorningstarInc/ X: https://x.com/MorningstarInc Instagram: https://www.instagram.com/morningstar ... LinkedIn: https://www.linkedin.com/company/5161/…

Investing Insights

1
How the Fed's Surprise Outlook Adds to Market Uncertainty for 2025 14:13

vor 12 weeks14:13

14:13

Tom Lauricella, Morningstar Inc global markets editor, explains why the market reacted poorly to the Federal Reserve’s interest-rate outlook. The Smart Investor newsletter editor also discusses some of 2024’s biggest headlines such as inflation, the broader stock market rally, and new leadership in Washington. Why the Fed Scaled Back from Four Interest-Rate Cuts to Two for 20255 Did the Market Bounce Back After the Drop Following the Fed Rate Decision? Why the Fed Isn’t Saying They Are Seeing a Stronger Economy in 2025 Will Trump’s Tariffs Cause Inflation to Rise? Will the Market’s Momentum Continue into 2025? High Yields in the Bond Market Are Benefitting Investors Will the Trump Administration Boost Bitcoin’s Growth? How Investor’s Should Approach Trump’s Second Term 5 Stories Investors Should Watch for in 2025 Read about topics from this episode. Subscribe to Morningstar’s SmartInvestor newsletter. Stocks Tumble on New Fed Rate Forecast—Here’s Why Fed Sets Stage For Fewer (or Possibly No) Rate Cuts in 2025 Forecasts for November PCE Preview Show More Moderation in Inflation What to Expect From Bitcoin in 2025 What Higher Bond Yields Mean for Markets in 2025 What to watch from Morningstar. How to Diversify Your Portfolio to Handle a Market Correction What Higher Bond Yields Mean for Markets in 2025 Yes, You Can Still Find Tax-Loss Harvesting Opportunities in 2024 A Simpler Medicare Part D Is Coming. Here's How It Could Save You Money Read what our team is writing: Tom Lauricella Ivanna Hampton Follow us on social media. Facebook: https://www.facebook.com/MorningstarInc/ X: https://x.com/MorningstarInc Instagram: https://www.instagram.com/morningstar ... LinkedIn: https://www.linkedin.com/company/5161/…

Investing Insights

1
How to Diversify Your Portfolio to Handle a Market Correction 11:11

vor 13 weeks11:11

11:11

Russel Kinnel, director of ratings for Morningstar Research Services, discusses large growth’s impressive run in 2024 and why it might be time to rebalance if you haven’t in a while. What is Driving Growth’s Impressive Run? Why Is it Important to Rebalance Now What Triggered Growth’s Largest Selloffs Since 2000 What Was Unusual About the Growth Correction in 2022 Top-Rated Bond Funds that Could Help with Saving for an Emergency Fund Bond Funds that are Defensive if Growth Gets Crushed Small-Value Funds Out of Sync With Large Growth Mid-Growth Funds that are Good Diversifiers Read about topics from this episode. Subscribe to the Morningstar FundInvestor newsletter. 6 Top-Performing Large-Growth Funds Is It Time to Diversify Beyond US Large-Cap Growth Stocks? How to Rebalance Your Portfolio Before 2025 The Best Funds for Rebalancing in 2025 The Best Bond Funds What to watch from Morningstar. What Higher Bond Yields Mean for Markets in 2025 Yes, You Can Still Find Tax-Loss Harvesting Opportunities in 2024 A Simpler Medicare Part D Is Coming. Here's How It Could Save You Money A Better Way to Use Leverage in Your ETF Portfolio Read what our team is writing: Russel Kinnel Ivanna Hampton Follow us on social media. Facebook: https://www.facebook.com/MorningstarInc/ X: https://x.com/MorningstarInc Instagram: https://www.instagram.com/morningstar ... LinkedIn: https://www.linkedin.com/company/5161/…

Investing Insights

1
What Higher Bond Yields Mean for Markets in 2025 17:24

vor 14 weeks17:24

17:24

Dominic Pappalardo, chief multi-asset strategist at Morningstar Investment Management, discusses why long-term yields spiked in the wake of the election, what's next for fixed-income in 2025, and how investors can take advantage of higher yields in their portfolios. Why Did Bond Yields Rise in the Wake of the Election? How Investors Are Thinking About Rising Bond Yields What the Current Run-Up in Bond Yields Tells Us About the Markets How Do Today’s Yields Compare to History? Will the Flat Yield Curve Start to Steepen? How Bond Yields Affect the Stock Market How Long Can the Market Withstand a Higher Interest Rate Environment? How Bond Yields Affect Mortgages How Today’s Bond Yields Can Benefit Investors When Looking at Portfolio Construction Economic Outlook 2025 Key Takeaways Read about topics from this episode. Postelection Deficit Concerns Fuel Jump in Bond Yields Trump’s Tariffs: A Wild Card for the Markets in 2025 Fed Sticks to Rate Cut Plans, for Now ‘Diversification Is Back’—Why 60/40 Portfolios Are Working What to watch from Morningstar. Yes, You Can Still Find Tax-Loss Harvesting Opportunities in 2024 A Simpler Medicare Part D Is Coming. Here's How It Could Save You Money A Better Way to Use Leverage in Your ETF Portfolio Apple Earnings Are on Deck. Will Apple Intelligence Help Drive iPhone Sales? Read what our team is writing: Sarah Hansen Follow us on social media. Facebook: https://www.facebook.com/MorningstarInc/ X: https://x.com/MorningstarInc Instagram: https://www.instagram.com/morningstar ... LinkedIn: https://www.linkedin.com/company/5161/…

Investing Insights

1
Yes, You Can Still Find Tax-Loss Harvesting Opportunities in 2024 15:38

vor 16 weeks15:38

15:38

Christine Benz, Morningstar’s director of personal finance and retirement planning, discusses the ins and outs of tax-loss selling and where investors can look for potential opportunities to harvest losses in their portfolios. What is Tax-Loss Selling? Are There Limits to How Much You Can Offset Capital? How to Evaluate Your Cost Basis to Find Loss Opportunities What is the 30 Day Rule for Tax-Loss Selling? Why Investors Should Think About Tax-Loss Selling When Markets Are Up How to Make Tax-Loss Selling a Part of Your Portfolio Maintenance Strategy Why Tax-Loss Selling is a Bear Market Strategy Read about topics from this episode. How You Could Benefit from Tax-Loss Selling This Year Are Active ETFs Truly More Tax-Efficient? Ready for a Big Capital Gains Tax Bill? What You Need to Know About Capital Gains Distributions Which Investments to Keep Out of Your Taxable Account What to watch from Morningstar. A Simpler Medicare Part D Is Coming. Here's How It Could Save You Money A Better Way to Use Leverage in Your ETF Portfolio Apple Earnings Are on Deck. Will Apple Intelligence Help Drive iPhone Sales? Is Your Portfolio Built to Withstand a Market Rotation? Read what our team is writing: Christine Benz Margaret Giles Follow us on social media. Facebook: https://www.facebook.com/MorningstarInc/ X: https://x.com/MorningstarInc Instagram: https://www.instagram.com/morningstar ... LinkedIn: https://www.linkedin.com/company/5161/…

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