Investing Insights
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Top 10 Investing Insights Episodes
Goodpods has curated a list of the 10 best Investing Insights episodes, ranked by the number of listens and likes each episode have garnered from our listeners. If you are listening to Investing Insights for the first time, there's no better place to start than with one of these standout episodes. If you are a fan of the show, vote for your favorite Investing Insights episode by adding your comments to the episode page.
Yes, You Can Still Find Tax-Loss Harvesting Opportunities in 2024
Investing Insights
11/22/24 • 15 min
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?
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1 Listener
Utilities Stocks and Interest Rates
Investing Insights
04/22/22 • 28 min
In this week’s episode, David Harrell and Travis Miller talk utilities stocks, dividends, and interest rates. Plus, Christine Benz and Susan Dziubinski talk all things bond funds, required minimum distributions, and buckets.
1 Listener
How to Retire: Transition from Saving to Spending
Investing Insights
10/16/24 • 21 min
Christine Benz, Morningstar’s director of personal finance and retirement planning, interviews financial experts about different aspects of retirement in ‘How to Retire,’ the companion podcast to her book of the same name. In this episode, Christine sits down with Washington Post personal finance columnist and author Michelle Singletary. They talk about the difficult psychological transition from saving to spending in retirement.
Transitioning from Saving to Spending in Retirement
How to Plan for Retirement When Your Spouse Doesn’t Retire at the Same Time
Are Annuities Helpful for In-Retirement Cash Needs?
Delaying Social Security in Retirement
How Couples Can Approach Different Money Mindsets in Retirement
Key Takeaways
Hi, I'm Christine Benz from Morningstar and welcome to the How to Retire podcast. It's a companion to my book, which is also called How to Retire. Each episode will provide a bite-sized lesson about how to do some aspect of retirement well.
One of my favorite personal finance journalists is author and Washington Post columnist, Michelle Singletary. Happy to say that I've gotten to know Michelle a bit through our regular conversations. In her work and presentations, she frequently discusses her thriftiness. So, I wanted to discuss with Michelle an issue that I've observed through talking to a lot of retirees, that if they've been good savers like Michelle, it's difficult to flip the switch into spending. I asked her to discuss that transition in her own household.
More from Michelle Singletary
What To Do With Your Money When Crisis Hits: A Survival Guide, by Michelle Singletary
Michelle Singletary on The Long View: 'You Need Diversity'
Read more from Christine Benz.
How to Retire: Tips for Entering Retirement
3 Tricky Decisions for Every Retirement Plan
We Need to Talk About Your Retirement ‘Spending’
Social Security Planning Tips for Married Couples
How to Determine Your Expected Retirement Date
Read about topics from this episode.
The Psychology of Retirement Income: From Saving to Spending
How Retirees Can Avoid the ‘Tax Torpedo’
Watch more from How to Retire.
How to Retire: Consider a Retirement Bucket Portfolio Strategy
How to Retire: Know What ‘Enough’ Means in Retirement
How to Retire: Understand the Role of Working Longer
How to Retire: Stay Flexible with Your Retirement Spending
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LinkedIn: 1 Listener
A Better Way to Use Leverage in Your ETF Portfolio
Investing Insights
11/01/24 • 26 min
Bryan Armour, director of passive strategies research for North America for Morningstar Research Services, talks about the best way for most retail investors to leverage and which leveraged ETFs look promising. Travis Miller, strategist for Morningstar Research Services, discusses how tech companies are looking to nuclear energy to fuel data centers’ surging demand.
Why Leverage Has a Debatable Reputation in Investing
Volatility Drag and Leveraged ETFs
Why Does Leverage Kill ETFs?
What Are ETPs?
A Better Way for Investors to Use Leverage in Their Portfolio
How Can Investors Add Leverage to Their Portfolio Without Volatility Drag?
Costs of Leveraged ETFs
How Most Investors Should Gain Exposure to Leverage
Do Leveraged ETFs Show Promise?
What’s Coming Up in the Markets?
How Much Energy Does a Data Center Need to Run?
Why Small Modular Reactors Could Be Key to Powering Data Centers
Are Carbon-Free Pledges Driving Companies Toward Nuclear Energy?
Which Utilities Companies Are Next to Sign Data Center Deals?
Is This Shift Toward Nuclear Energy Larger Than Just AI?
What to Look for in Utilities Companies’ Earnings
Utilities Stock Picks
Read about topics from this episode.
Subscribe to Morningstar's ETFInvestor Newsletter.
The AI Revolution Is Ready to Power Up. It Just Needs Electricity
Utilities: Falling Interest Rates, Growth Outlook Boosting Stocks
What to watch from Morningstar.
Apple Earnings Are on Deck. Will Apple Intelligence Help Drive iPhone Sales?
Is Your Portfolio Built to Withstand a Market Rotation?
Inherited IRA Rules: What You Need to Know Before 2025
How to Find the Best Health Savings Account
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1 Listener
How Inflation, Tariffs, and More Could Impact Your Finances in 2025
Investing Insights
01/31/25 • 19 min
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
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1 Listener
03/25/22 • 29 min
In this week’s podcast, Susan Dziubinski and Megan Pacholok discuss risk in target-date funds, Christine Benz speaks with tax expert Ed Slott about qualified charitable distributions, Ed Slott tells you why you should review your estate plan, and Jake VanKersen compares Disney and Netflix stock.
1 Listener
Worried About a Market Sell-Off? These 10 Funds Reduce Portfolio Risk
Investing Insights
03/14/25 • 12 min
Russ Kinnel, senior principal of ratings for Morningstar Research Services, researched which alternative, equity, and value funds could provide a good hedge during a market sell-off.
What is the Downside Capture Ratio?
Why Funds with A Low Downside Capture Ratio Make Good Diversifiers
How Does a Fund’s Maximum Drawdown Line Up with Its Downside Capture?
Why Savers Should Look for Low-Risk Investments
Floating-Rate Funds to Help Protect a Bond-Heavy Portfolio Against Interest-Rate Risk
Alternative Funds for Diversification
What is Arbitrage?
Large-Blend Funds to Help Preserve Capital
Defensive Large-Value Funds to Consider
A Small-Value Fund That Can Serve as a Good Diversifier
How Can Risk-Averse Investors Get Zero Downside?
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. Get tickets here.
Read about topics from this episode.
Subscribe to the FundInvestor Newsletter
How to Diversify Away From Large-Growth Funds
How to Diversify Your Portfolio to Handle a Market Correction
3 Super Risky Low-Risk Funds
A Practical Test for Contrarian Investing: When Should You Go Against the Grain?
Where to Invest in 2025 and Beyond
5 Mistakes to Avoid With Your Investment Portfolio in 2025
Can Growth Stocks Keep Powering the Market Higher?
What to watch from Morningstar.
Gray Divorce: How to Avoid Triggering a Costly Tax Bill
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
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1 Listener
Morningstar Investment Conference
Investing Insights
05/24/19 • 33 min
In this special edition of the podcast, we’ll focus on what managers and practitioners had to say at the 2019 Morningstar Investment Conference. Three fixed-income experts share their expectations for the bond market, J.P. Morgan’s Anne Lester discusses the risks facing young retirees, T. Rowe Price manager David Giroux reveals where he’s finding opportunities today, Franklin Templeton’s Sonal Desai provides her economic outlook, and Blackrock’s Holly Framsted discusses the value factor.
1 Listener
Is Your Portfolio Built to Withstand a Market Rotation?
Investing Insights
10/18/24 • 20 min
Dan Lefkovitz, Morningstar Indexes strategist, discusses why it’s important to be ready for a range of outcomes during a market rotation. Nic Owens, equity analyst for Morningstar Research Services, talks about his outlook for Boeing stock ahead of earnings.
Trends from the Q3 Market Rotation Extending into Q4
Key Moments Sparked Market Volatility
Will Value Stocks Make a Comeback?
Value and Small-Cap Stock Outlook
What’s Fueling Dividend Stocks Outperformance Against the Broader Market?
Bond Performance in Q3 and Early Q4
What Investors Need to Watch Out for in Q4
Will the Market Rotation Persist?
What’s Coming Up in the Markets?
Why Boeing’s New CEO Announced Massive Layoffs
How Boeing is Trying to Prevent a Credit Downgrade
What Boeing is Delaying and Eliminating to Move Forward
Where the Machinists’ Strike Stands at Boeing
What to Look for in Boeing’s Q3 Earnings
How Investors Should Approach Boeing Stock
Read about topics from this episode.
3 Lessons From Recent Stock Market Drama
Q3 in Review and Q4 2024 Market Outlook
What the Election Could Mean for Big Tech Stocks
How to Use Large-Cap Stocks in a Portfolio
Boeing: Machinists Union Strike Unavoidable and Unfortunate
What to watch from Morningstar.
Inherited IRA Rules: What You Need to Know Before 2025
How to Find the Best Health Savings Account
How GLP-1 Drugs Like Ozempic Are Boosting Biopharma Stocks
Is the Fed’s Plan to Avoid a Recession Working?
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1 Listener
Warren Buffett and Berkshire Hathaway
Investing Insights
04/29/22 • 23 min
In this week’s special episode, Gregg Warren from Morningstar Research Services and Susan Dziubinski from Morningstar, Inc. tell us everything we need to know about Warren Buffett and Berkshire Hathaway.
1 Listener
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FAQ
How many episodes does Investing Insights have?
Investing Insights currently has 330 episodes available.
What topics does Investing Insights cover?
The podcast is about Economic, Ideas, Entrepreneurship, Investing, Independent, Investment, Podcasts, Finance, Trading, Business, Analysis, Advice and Stocks.
What is the most popular episode on Investing Insights?
The episode title 'How to Retire: Consider a Retirement Bucket Portfolio Strategy' is the most popular.
What is the average episode length on Investing Insights?
The average episode length on Investing Insights is 24 minutes.
How often are episodes of Investing Insights released?
Episodes of Investing Insights are typically released every 7 days.
When was the first episode of Investing Insights?
The first episode of Investing Insights was released on Dec 7, 2018.
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