Etf Com Podcasts

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. FSA HSA Limits Are Increasing in 2024 How To Max…

Nic Owens, industrials equity analyst for Morningstar Research Services, discusses how Southwest is preparing to avoid another holiday travel meltdown, the airline industry’s outlook for ticket prices, and what travel stocks to check out. Uber’s Profit and Demand Cruised Ahead Roblox Reported Rise in Global Growth Kellanova Benefitted From Higher P…

Sarah Hansen, Morningstar Inc markets reporter, explains the new normal of bond yields and interest rates and where investors can find fixed-income opportunities. Adam Fleck, director of research for ratings and ESG for Morningstar Research Services, discusses how companies with union workers can compete against non-union firms. Apple’s Solid Fisca…

Megan Pacholok, Morningstar Research Services senior manager research analyst, discusses BlackRock’s iShares target-date ETFs and how they compare to their mutual fund siblings. Amazon Impressed in Q3 Google Ad Rebound Lifts Alphabet Visa Benefits from Travel Bounce Back BlackRock’s Bring Back Target-Date ETFs Changes to the ETF Space What is Black…

In today’s episode, Morningstar Research Services’ equities strategist Eric Compton talks about the U.S. banking sector after earnings, and we talk to Dave Sekera, the chief U.S. market strategist for Morningstar Research Services, about scary stocks. Tesla’s Q3 Took a Hit Netflix’s Strong Subscriber Growth United Airlines Predicts Airline Industry…

Mark Miller, “Retirement Reboot” author, explains the differences between traditional Medicare and Medicare Advantage, and why timing is important when signing up for Medigap. Ryan Jackson, Morningstar Research Services manager research analyst, discusses how most actively managed funds outperformed their average passive peer over a 12-month period…

Bryan Armour, director of passive strategies research for North America at Morningstar Research Services, discusses how investors and financial advisors are pushing down mutual fund and ETF fees. Fund Fees History Fund Flow Trends Falling Fund Fees What is Happening with Retirement Accounts? Is There a Shift in the Financial Advice Industry? Why In…

Tax expert Ed Slott explains why following some tax advice on TikTok could lead to an IRS audit. Jack Shannon, Morningstar Research Services’ senior manager research analyst, pits the valuation of privately held ByteDance against publicly traded rivals Meta and Snap. How are Companies like ByteDance Valued? Why Valuations Matter ByteDance and Tech’…

Betsy Mayotte, founder of The Institute of Student Loan Advisors, explains the benefits of federal student loan repayment plans, and the loophole that makes Parent Plus loans eligible for the SAVE plan. New-Home Sales Have Remained Resilient FedEx Missed Morningstar’s Expectations Microsoft’s Activision Blizzard Buyout Student Loan Repayments and “…

Also, why Morningstar thinks the Federal Reserve will cut interest rates earlier than projected. Dave Whiston, U.S. autos equity analyst for Morningstar Research Services, says the demands from the UAW strike could bankrupt the Big Three automakers. Apple’s Innovation in Q3 Smucker’s is Growing Its Snacking Portfolio Morningstar Expects More Deals …

Morningstar Research Services’ Amy Arnott, portfolio strategist, and Gabe Denis, senior manager research analyst, discuss how the lines are blurring between robo-advisors and traditional financial advisors. Timestamps: What's a Robo-Advisor? Investor Benefits From Robo-Advisors Did 2022 Stand Up Against 2023? Tax Loss Harvesting Limitations of Digi…

In today’s episode, Morningstar Inc’s investment specialist Susan Dziubinski highlights three dividend stocks, while Kristoffer Inton, consumer equity strategist at Morningstar Research Services, talks all the latest developments in the cannabis space. Salesforce Soared Among the Clouds United Auto Workers Vote to Approve a Strike Best Buy’s Better…

In today’s episode, Russ Kinnel, director of manager research for Morningstar Research Services, talks about the 2003 mutual fund scandal that resulted in allegations of market-timing and late trading. He also discusses increased transparency and lessons for investors. Timestamps: 00:44 Will Investors Try Birkenstock on For Size? 02:04 NVIDIA’s Sky…

Episode notes: In today’s episode, Tom Lauricella, Morningstar Inc’s chief markets editor, talks about the strong economy and where investors can find some opportunities. Timestamps: Earnings Season Trends Apple and Amazon Earnings What Did We See from the Banks in Q2? Key Trends and the U.S. Economy Will There Be a Recession? Inflation Trends Fed …

In this two-part episode, Dan Romanoff, a senior equity analyst for Morningstar Research Services, talks about Microsoft’s AI advantage and its closest competition. Timestamps: Big Tech and AI What Gives the More Established Companies an Edge? Small Companies and AI What’s Next for Microsoft and AI? How to Integrate AI Will People Have to Pay to In…

: In this two-part episode, Dan Romanoff, a senior equity analyst for Morningstar Research Services, talks about Microsoft’s AI advantage and its closest competition. Timestamps: OpenAI’s Origin Story OpenAI Dropped ChatGPT-4 Microsoft and Open AI Partnership What is AI’s Market Size? NVIDIA’s Role in Microsoft's AI Read about topics from this epis…

In today’s episode, Preston Caldwell, senior U.S. economist for Morningstar Research Services, explains why he thinks the Federal Reserve is done raising interest rates and when he expects the cuts to start. Meta’s “App-y” Family Microsoft’s Strong Q4 Barbie Boost Could Fall Interest Rates Outlook Will There Be Future Interest Rate Hikes? Inflation…

In today’s episode, Madeline Hume, a NEXT senior research analyst for Morningstar Research Services, talks about how high cash rates will affect bonds. Netflix Surpassed Expectations United Airlines Q2 Results Soared PNC Projected Slower Growth Inflation, Cash, and Bonds Bond Outlook 2023 Why Should Investors Consider Bonds? Opportunity Costs of Ho…

In today’s episode, Ryan Jackson, a manager research analyst for Morningstar Research Services, talks about how the Nasdaq 100 rebalancing will affect Invesco QQQ Trust and other funds tracking the growth-focused index. Timestamps JPMorgan Starts Strong in Q3 Threads Breaks Records, but Will It Produce Profits? Uber and Dominos Deliver a New Deal T…

In today’s episode, Morningstar Inc’s Dr. Danielle Labotka, behavioral scientist, and Sam Lamas, senior behavioral researcher, explore the emotions around asking for help with money. How Many People in the U.S. Work with Financial Advisors? Financial Need and Financial Advisors Most Common Reasons for Hiring a Financial Advisor Behavioral Coaching …

In today’s episode, Morningstar Inc’s Sam Lamas, senior behavioral researcher, and Dr. Danielle Labotka, behavioral scientist, discuss the importance of setting expectations on both sides. Why Do Investors Stop Working with Financial Advisors? 6 Most Common Reasons to Fire an Advisor What Are Investors Actually Looking For? Quality, Cost, and Perfo…

In today’s episode, Manan Agarwal, quantitative analyst for Morningstar Research Services, explains why cryptocurrencies aren’t hedges against stocks or inflation. What Makes Digital Assets Different from Traditional Assets? Unintended Cryptocurrency Exposures Companies With Crypto Exposure Bitcoin’s Extreme Volatility How Do Funds Invest in Crypto…

In today’s episode, Tom Lauricella, Morningstar Inc’s chief markets editor and Smart Investor newsletter editor, talks about the hype versus reality in the AI boom and the optimism about a soft landing. Timestamps 00:00 Introduction 00:31 The Fed Holds Rates Steady 01:39 Bank Failures 02:31 Jerome Powell’s Thoughts On Inflation 03:26 Outlook For In…

In today’s episode, Kiersten and Julien Saunders, rich & REGULAR podcast hosts and authors of “Cashing Out,” discuss how they made FIRE work for their lifestyle, the weight of building generational wealth, and why “elevating the everyday” is important. rich & REGULAR hosts at the Morningstar Investment Conference Are You Comfortable Talking About M…

Everyone’s been talking about the drug semaglutide, used to treat Type 2 diabetes. It’s marketed under the brand names Ozempic, Wegovy, and now, Mounjaro. Are any of the drugmakers a buy? Salesforce’s Successful Quarter HP is Having Problems Macy’s Misses the Mark Diabetes Drugs Take Over Biotech Frontrunners Why is Pfizer Underperforming? Semaglut…

In today’s episode, Jack Shannon, equities strategies senior analyst for Morningstar Research Services, talks about why active fund managers seemed to repeat the same mistakes. Why did you decide to analyze these two investing periods? Examples of the market chasing companies pursuing growth at any cost What do you think drove active fund managers …

In today’s episode, Mark Miller, a Morningstar contributor, and author of “Retirement Reboot,” discusses the debate over whether HSAs are the right path to expand affordable healthcare. Home Depot Gets Hit Investors Should Wait on Target Walmart Wows in Economic Environment Shopping for a 529 Plan? HSA Boost in 2024 New HSA Contributions HSAs May W…

In today’s episode, Preston Caldwell, senior U.S. economist for Morningstar Research Services, discusses the U.S. debt ceiling, banking sector crisis, and strong jobs market. Introduction Disney’s Disappointing Fiscal Q2 PayPal Strong Start to 2023 Shopify’s Stellar Quarter Talk about where it looks like inflation is headed. - What are your thought…

In today’s episode, Bryan Armour, director of passive strategies research for North America for Morningstar Research Services, discusses what costs can tell investors about a fund’s success. Introduction Apple outperforms in iPhone and services SoFi Technolgies benefit from more deposits and rising interest rates Ford's first-quarter earnings beat …

In today’s episode, Gregg Warren, a senior stock analyst for Morningstar Research Services, talks about Berkshire’s excess cash and whether the firm’s class B stock is a buy. Timestamps: Facebook and Instagram parent Meta has reported first-quarter growth. Microsoft reported a strong fiscal third quarter E-commerce and advertising growth drove Amaz…

In today’s episode, Russ Kinnel, director of manager research for Morningstar Research Services, and Tom Lauricella, chief markets editor for Morningstar Inc., discuss several conference themes, including the banking crisis, bonds, and growth stocks. What was the overall sentiment about the markets and risks of a recession? Highlights from PIMCO’s …

In today’s episode, Leslie Norton, Morningstar Inc’s editorial director for sustainability, talks about Earth Day 2023 and sustainable investing. JPMorgan Chase’s Profits Look Strong Delta’s Soaring Operating Costs Warner Bros. Releasing “Max” Investment in Climate Tech The Inflation Reduction Act and Greenhouse Gas Emissions Carbon Tech’s Record-B…

In this two-part episode, Dave Whiston, U.S. autos equity analyst for Morningstar Research Services, discusses the industry’s outlook and two cheap stocks. Reasons to be optimistic about U.S. auto demand How are automakers going to convince people to buy or lease a new car? Will the trend of new car loan terms stretching out continue? Why drivers a…

In this two-part episode, Dave Whiston, U.S. autos equity analyst for Morningstar Research Services, discusses the industry’s outlook and two cheap stocks. 00:11 Introduction 00:42 Themes in the auto industry for 2023 01:28 Where does auto inventory stand now? 03:21 Which automakers took the brunt of this inventory drop? 05:37 When are used car pri…

In today’s episode, Seth Goldstein, equities strategist for Morningstar Research Services, discusses the global forecast for electric vehicle expansion. 00:06 Introduction 00:35 Cash App owner pushes back against fraud claims 01:57 T. Rowe Price faces headwinds 02:56 Vanguard Dividend Growth’s manager to step down 04:05 Investing in the battery ele…

Most people think buying any one of the major U.S. indexes is a good bet, but we tell you why the Nasdaq 100 isn’t a particularly good investment, and you can gain some valuable insights into your financial and investment plans from your tax forms. 00:06 Introduction 00:25 T-Mobile Is Buying Mint Mobile 01:25 Uber, Lyft, and Door Dash Drivers Can R…

In today’s episode, Travis Miller, an energy and utilities strategist for Morningstar Research Services, discusses the potential earnings growth for the utilities sector, and which stocks are undervalued. 00:06 Introduction 00:35 Pfizer to Acquire Cancer Drug Developer 01:44 Adidas Wheezes 02:51 Squarespace Subscriptions Are Solid, But Are They Eno…

In today’s episode, Allie McCallion and Charity Blue, members of Morningstar Inc’s sustainability team, discuss pay equity and three undervalued companies that are leading the charge. Timestamps 00:00 Introduction 00:27 Broadcom rides AI wave 01:41 Costco shows resilience 02:15 Eli Lilly cuts insulin costs 03:55 Morningstar's internal sustainabilit…

In today’s episode, Jakir Hossain, a data journalist for Morningstar Inc., talks about the AI-powered chatbot, ChatGPT, and where to look for AI investing opportunities. Timestamps 00:06 Introduction 00:31 Berkshire Hathaway’s rocky results 01:24 Domino’s trims sales growth outlook 02:20 Intel cuts quarterly dividend 03:53 What ChatGPT is and how d…

Later this year, Vanguard’s hybrid ETF/MF patent is expiring, and this is likely to affect the fund market. We’re positive on Kraft Heinz and Cisco but expect Roku to lose money for a second straight year in 2023. And finally, to save for retirement, most of us have multiple vehicles at our disposal, including IRAs and 401(k)s. The order in which w…

In today’s episode, Keith Reid-Cleveland, an editor at Morningstar Inc., discusses Morningstar’s research on the racial wealth gap and a proposal to help close it known as baby bonds. Timestamps 00:06 Introduction 00:36 Disney CEO Bob Iger Plans to Cut Billions 01:49 Uber’s Total Revenue Soars 02:39 PayPal Faces Tough Environment 03:34 AbbVie’s Lon…

In today’s episode, Bryan Armour, director of passive strategies research for North America at Morningstar Research Services, talks about how SPDR S&P 500 ETF Trust—or SPY—revolutionized investing. 00:06 Introduction 00:38 Meta’s earnings beat expectations 01:53 Amazon tightens its belt 03:05 Pfizer posts record revenue for 2022 03:59 McDonald’s st…

In today’s episode, Dan Wasiolek, Morningstar Research Services’ senior equity analyst, discusses Morningstar’s travel outlook and cheap travel stocks. 00:06 Introduction 00:38 Long-term outlook on Microsoft 01:34 Tesla calls 2022 “best year ever” 02:40 Southwest takes $800M hit 03:31 Morningstar’s travel outlook and stock picks 10:02 New Rules for…

Real Estate is a hot topic for investors everywhere, but is a home the best possible investment right now? Plus, we’ve raised the fair value estimates for both Apple stock and Procter & Gamble stock – and we think Palantir’s has made some strategic missteps. Find out more in this week’s episode.  Timestamps 00:06 Intro 00:36 Morningstar upgrades Ap…

In today’s episode, Eric Compton, a strategist with Morningstar Research Services, talks about banks saving for an economic downtown and where investors could find opportunities. 00:06 Intro 00:36 Disney Proxy Fight 01:48 Hanesbrands closes Q4 with positive news 02:38 Coinbase plans layoffs 03:46 What do JPMorgan, Bank of America, Citigroup and Wel…

In this two-part episode, Sarah Newcomb, director of financial psychology for Morningstar Inc, explains how to rethink budgeting, overcome overspending, and stop fighting about money. Timestamps 00:04 Introduction 00:37 What kind of financial habits or histories do people tend to bring into their relationships? 02:30 How do couples mesh their finan…

In this two-part episode, Sarah Newcomb, director of financial psychology for Morningstar Inc, explains how to rethink budgeting, overcome overspending, and stop fighting about money. 00:04 Introduction 00:43 Financial advice tends to tell people to break down their budgets into “wants versus needs”. What are your thoughts on this concept? 02:55 Ho…

In today’s episode, Tom Lauricella, Morningstar Inc.’s chief markets editor, discusses the markets’ highs and lows in 2022 and what investors should watch for in 2023. Timestamps 00:04 Introduction 00:31 What’s Morningstar’s take on what’s been driving inflation? 02:18 What would it take to push inflation down to the Fed’s 2-percent target? 03:22 W…

In today’s episode, Alyssa Stankiewicz, associate director of sustainability research from Morningstar Research Services, and Megan Pacholok, manager research analyst from Morningstar Research Services, discuss the Labor Department’s rule change involving ESG funds in workplace retirement plans. 00:00 Introduction 00:47 The FTC tries to block Micro…

In today’s episode, Dave Sekera, chief U.S. markets strategist for Morningstar Research Services, reveals which stocks investors could snap up for a bargain this holiday season. 00:45 Tesla begins delivering its semi-trucks. 01:51 Kroger rang up solid third-quarter earnings despite high inflation 02:36 Ulta Beauty continued its hot streak in the th…