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This Classic Investment Strategy Is Still Alive in 2025
Is the 60/40 portfolio living up to its reputation of resilience this year? The merit of a classic portfolio of 60% stocks and 40% bonds has been a matter of debate in recent years. A diversified 60/40 strategy failed to protect investors i
These 16 Standout Funds Are Making Big Bets. Do They Fit in Your Investment Portfolio?
It can sometimes seem like there’s an endless number of mutual funds for you to invest in. But not all of them are a right fit for your portfolio—and some aren’t worthy investments at all. A popular feature from Morningstar’s FundInvestor n
Market Volatility: Investors Are Seeking Safety in Gold ETFs. Is It Working?
Investors are piling into global gold ETFs for a safe haven from uncertainty. Demand surged in the first half of 2025, according to a new report from the World Gold Council. The industry trade group points to geopolitical turmoil, global tr
Why Bonds Belong in Your Diversified Portfolio (Even Now)
Fixed-income investors, bonds are rising to the occasion and looking attractive again. Their yields are higher, and they have delivered as diversifiers against stock sell-offs this year. Yet, uncertainty has muddled the outlook as the bond
Covered-Call ETFs Are Booming. But Not All Yield Is Good
Daniel Sotiroff, senior manager research analyst for Morningstar Research Services, explains how covered-call ETFs work along with the popular investment’s risks and rewards. On this episode: • What are covered-call ETFs, and how do they wo
This Dividend Investing Strategy Deserves a Second Look
Amy Arnott, portfolio strategist for Morningstar Inc., discusses how a popular dividend investing strategy works, and who would or wouldn’t benefit from it. On this episode: • Let’s focus on when dividend reinvesting works as a strategy and
Market Volatility: Is Your Investment Portfolio Ready for a US-EU Trade Deal?
Michael Field, European Market Strategist at Morningstar Holland, talks about tariff risks for key sectors and European stock performance as market volatility persists. On this episode: President Trump pushed his tariff deadline from July t
Market Volatility: 4 Key Factors to Track in Q3 2025
Sarah Hansen, Morningstar Inc’s senior markets reporter, discusses the uncertain outlook for the third quarter and how investors should prepare for market volatility. What Was Surprising From Q2 Market Volatility Mixed Expectations as Trump
Is the International Outlook Brighter Than the US?
Two Morningstar research leaders join Investing Insights to discuss whether US investors should consider international stocks and fixed income. They are Dominic Pappalardo, chief multi-asset strategist, and Philip Straehl, chief investment
Digital Advice in 2025: What You Need to Know About Robo-Advisors
Lan Tran, manager research analyst for Morningstar Research Services, discusses the benefits and limitations of digital investment advice. Plus, a look at the best and worst robo-advisors of 2025. What Is a Robo-Advisor? Robo-Advisors vs. T
Demystifying Private Equity and Private Credit ETFs: What Every Investor Should Know
Bryan Armour, director of ETF and passive strategies research for North America at Morningstar Research Services, discusses private equity ETFs and private credit ETFs. Armour also previews his session at the 2025 Morningstar Investment Con
Market Volatility: Portfolio Diversification Is Winning in 2025
Amy Arnott, Morningstar Inc. portfolio strategist, discusses the success of the 60/40 portfolio and how diversification is paying off during market volatility this year. How Diversification Has Held Up Against Market Volatility in 2025 Whic
13 Elite Companies With Fast-Growing Dividends
David Harrell, editor of Morningstar’s DividendInvestor newsletter, talks about the dividend stocks that earned a spot on the newsletter’s annual Dividend Growers list. Harrell also discusses how to approach dividend investing. What Qualifi
Market Volatility: The Stock Strategies That Are Paying Off in 2025
Dan Lefkovitz, Morningstar Indexes strategist and columnist, explains how factor investing works. And he discusses which stocks outperformed and underperformed during this year’s market volatility. What Is Factor Investing? What Factors Hav
Worried About Inflation? What to Know Before Buying TIPS ETFs
Dan Sotiroff, senior manager research analyst for Morningstar Research Services, explains how TIPS ETFs work, their performance in 2025, and what to consider before buying the treasury inflation-protected securities. Key Takeaways: What Are
Market Volatility: The Trade Deals That Could Calm Wall Street
Dominic Pappalardo, chief multi-asset strategist for Morningstar Investment Management’s Wealth group, discusses how trade talks over tariffs could ripple through the bond market and whether import taxes are the right move for Hollywood mov
Berkshire Hathaway's Annual Meeting Could Reveal Its Future Plans. Here's What We're Watching For.
Gregg Warren, senior analyst with Morningstar Research Services, discusses the succession, dividend, and stock portfolio questions he would ask at this year’s Berkshire Hathaway annual meeting. Warren previously pitched questions as part of
Retirees: Here's How to Tweak the 4% Rule to Protect Your Nest Egg
Amy Arnott, Morningstar Inc. portfolio strategist, discusses why her team’s starting safe withdrawal rate is more conservative than the popular 4% rule. Plus, a new metric to help determine financial priorities during retirement. How ‘The S
Market Volatility: Which Investments Will Protect Your Portfolio in a Recession?
Amy Arnott, Morningstar Inc. portfolio strategist, discusses which investments have performed best and worst in past recessions. Gold prices are rising during the current market volatility. Arnott explains why it might not be the best time
Market Volatility: What Lies Ahead in Trump's Trade War
Dominic Pappalardo, chief multi-asset strategist for Morningstar Investment Management, discusses the escalating US-China trade war, the 90-day tariff pause, and raised recession risk during this market volatility. Key Takeaways: What an Es
Market Volatility: What to Watch in Q2 After Big Swings in Q1
Sarah Hansen, Morningstar Inc. senior markets reporter, discusses the market volatility in the first quarter of 2025 and the portfolio strategy that paid off for investors. What’s the Difference Between the Stock Market and the Economy? How
Does It Pay to Copy Congress' Stock Trades?
Zach Evens, a passive strategies analyst for Morningstar Research Services, discusses two ETFs that use data from Unusual Whales to track congressional stock trades. He explains why investors might be drawn to these funds and the potential
Can Healthcare Stocks Keep Outperforming the Market?
Karen Anderson, director of healthcare equity research for Morningstar Research Services, discusses the forces shaping the landscape and where she sees opportunities for investors. Key Takeaways: Why Healthcare Stocks Have Been Resilient Du
Worried About a Market Sell-Off? These 10 Funds Reduce Portfolio Risk
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
Gray Divorce: How to Avoid Triggering a Costly Tax Bill
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 Divor
Why the Bond Market Looks Brighter Than It Did in 2022
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 Morn
Where to Find Bargain Stocks in an Expensive Market
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 Bo
These 4 Dividend ETFs Strike the Right Balance for Income Investors
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 e
Vanguard Fee Cuts May Be Small, But They’re a Win For Investors
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, Th
How Inflation, Tariffs, and More Could Impact Your Finances in 2025
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 Pa
