Investing Insights

Also, Netflix and Disney’s edge against their rivals.

Plus, 5 gold-rated and 2 silver-rated funds that investors should consider adding to their portfolios.

Also, the factors that helped lift Morningstar’s suggested starting safe withdrawal rate.

Also, Morningstar forecasts five interest rate cuts in 2024, and why Adobe’s outlook is slightly disappointing.

The founder of Her First $100K explains the importance of loud budgeting, pay transparency, and teaching girls about money.

Also, Salesforce’s dividend plans and Snowflake’s outlook following its leadership change.

Plus, what will Vanguard do in 2024, and are Home Depot, Nvidia and Walmart stocks a buy right now?

The fixed-income side of your 60/40 portfolio may need an overhaul.

Plus, details about Ford’s special dividend for 2024, and how spot bitcoin ETFs performed in their first month.

Plus, Meta’s stock surprise, and how to avoid making these 3 investing mistakes.

Plus, how much does an ETF really cost, and are Tesla, Netflix and Verizon stocks a buy right now?

Also, the potential hit on Boeing’s stock value in the wake of its safety troubles.

Also, what you should know before buying a spot bitcoin ETF.

Plus, why 2024 will likely be a challenging year for the industry, and 3 stock opportunities.

Plus, the outsized role of the Magnificent Seven stocks in active fund managers’ portfolios.

Plus, six trends that could affect markets in 2024.

Plus, what the holiday shopping season could reveal about consumer spending in 2024.

Salesforce and Snowflake stocks are cheap, but Intuit stock is expensive, plus, we tell you why active ETFs are all the rage right now.

Plus, what investors should watch for at COP28 and the outlook for Nvidia stock.

Also, Morningstar’s rankings of the best health savings account providers and a breakdown of the HSA triple-tax advantage.

Also, slowing inflation opens the door for interest-rate cuts next year.

Also, the sales outlook for the blockbuster diabetes drug, Mounjaro, and the debate on whether unions are bad for investors.

Plus, insights on Alphabet and Amazon’s stocks and the potential signal leading to interest-rate cuts.

Netflix, United Airlines, and Tesla are all not cheap – plus, we have some stocks for you to avoid this spooky season.

Plus, Social Security’s 2024 COLA increase and a rare win for actively managed funds.

Also, two Vanguard ETF picks and the firms trying to knock off the cheapest fund provider.

The IRS debunks some TikTok influencers’ tips to avoid paying taxes on trust income. Meanwhile, why a TikTok IPO could be a “unicorn of all unicorns.”

Plus, what it means for investors if interest rates stay “higher for longer.”

Also, why Morningstar thinks the Federal Reserve will cut interest rates earlier than projected.

Where Schwab, Fidelity, and Vanguard ranked this year.

Salesforce had a good quarter, Best Buy is cheap, and is now a good time to add a little green to your portfolio with cannabis stocks?

Also, five expensive stocks to dump and how Birkenstock hopes to expand its shoe brand.

Plus, the potential hurdles for the stock market for the rest of 2023

What companies the tech titan is investing in, and whether the stock is worth adding to your portfolio.

What companies the tech titan is investing in, and whether the stock is worth adding to your portfolio.

Plus, why the Barbie boost isn’t a sure thing for Mattel stock.

Netflix stock is overvalued, but PNC Financial stock is undervalued—plus, what should definitely not be in your core portfolio?

Plus, the pros and cons of investing in money market funds and CDs, and JPMorgan’s upgraded outlook for 2023.

Also, what to ask yourself before meeting with one.

Plus, the six most common reasons these relationships end.

Plus, categories and companies most exposed to digital assets.

Also, how bonds have rebounded from history’s worst market, and what to watch for in the second half of the year.

And, how getting FIRE’d up and turning your “superpower” into a side hustle can boost your finances.

High interest rates mean yields everywhere are up – what to do with that extra income? And why Morningstar is cautious on HP stock but considers Salesforce a top pick.

A look at how investors can spot signs that funds are growing riskier.

Also, a big boost in HSA contribution limits next year, and a look at 3 big-box retailers after earnings.

Also, 3 ETFs to help fight against inflation, and how Disney’s stock looks following a disappointing quarter.

Plus, what Morningstar analysts think about Apple, SoFi, and Coinbase stocks after earnings, and ways to use asset location to minimize taxes.

Also, a look at whether Microsoft, Amazon and Meta’s stocks are undervalued after earnings, and four great dividend funds.

Plus, two Morningstar specialists share key takeaways from Larry Summers, Aswath Damodaran, and Liz Ann Sonders.

Also, climate tech investing trends and Warner Bros. Discovery’s HBO Max “strategic error.”

Interest rates, chip shortages, and inflation are creating tough times now, but the car market could rev up in 2024.

Interest rates, chip shortages, and inflation are creating tough times now, but the car market could rev up in 2024.

Also, we explore opportunities in the EV supply chain, while Cash App's owner, Block, battles fraud claims.

TikTok’s trouble is good news for YouTube, Instagram, and Snap, delivery drivers are independent contractors—at least in California—and we don’t see any long-term benefit from T-Mobile buying Mint Mobile.

Plus, utilities stocks that look promising and Pfizer's stock prospects after $43 billion deal to buy a cancer drug developer.

Also, Broadcom is looking toward the AI future, and three undervalued companies working to close the gender pay gap.

Also, how to invest in the AI arms race, and why Intel needed to slash its dividend.

Also, why we raised Cisco stock’s fair value estimate but not for Kraft Heinz or Roku.

Also, a look at America’s racial wealth gap and Disney’s future under CEO Bob Iger.

Also, three dividend stock ideas for income investors, and the world’s largest ETF turns 30.

Also, three travel stocks to buy right now, and what we think about Microsoft’s long-term growth.

Also, why we raised Apple stock’s fair value estimate, and why we think Palantir has created problems for itself.

Also, Disney strikes back in a proxy fight and two 529 plans earn top marks.

Ditch old money habits and make your financial health a priority.

Ditch old money habits and make your financial health a priority.

We review what stocks and bonds’ down year has meant for portfolio diversification, the Fed’s fight against inflation, and crypto’s implosion.

A rule change eases regulations for ESG funds in 401(k) plans and why it’s likely not game over for the Microsoft-Activision Blizzard deal.

Also, why Tesla’s new semi-truck could be in strong demand, and how to prepare if you expect a tax bill because of capital gains distributions.

Disney's old boss is back in the top job. Plus, how does Berkshire plan to spend $65 billion?

Morningstar’s director of personal finance Christine Benz explains how to determine if your portfolio is too aggressive.

Also, we look at whether Disney’s stock is a buy or not, and how to inflation-proof a portfolio.

With markets so cheap right now, where should you invest? Starbucks and Uber are both undervalued – plus, many workers are worried with news of layoffs, how should you control your emotions? Find out how in this week’s episode.

I Bonds’ interest rate has dipped, but are they still worth a look? Meanwhile, Morningstar thinks two Big Tech stocks are cheap.

Also, a Morningstar analyst weighs in on Tesla’s announcement that it could buy back stocks next year.

We also examine how a potential shift in the gig economy could affect Uber, Lyft, and DoorDash.

With markets so cheap right now, where should you invest? Norwegian Cruise Lines and AMD are both undervalued – plus, with all of this volatility, you can be forgiven for being scared. We have some ideas on how you can manage that fear. Find out how in this week’s episode.

We also explore why this has been a terrible year for bond funds, and how used-car sticker prices might signal trouble ahead.

We look at Netflix stock as the streaming pioneer prepares to launch an ad-supported plan, and how smartphone investing could hurt portfolio performance

We also spotlight Adobe’s purchase of its rival Figma – which we think is a smart but expensive move. Meanwhile, utilities have been on a tear this year, but is the party over?

We also spotlight two stocks that could benefit from higher interest rates. Meanwhile, some air travelers say they’re willing to buy carbon offsets to address climate change but hold back at purchase time.

Tech giant sticks with older chips to keep prices steady, but Apple stock is overvalued.

Rising interest rates and a stronger dollar are crimping companies’ profits. We talk about 3 high-quality stocks investors should look into today.