Investing Insights

Plus, other highlights from the latest issue of Morningstar magazine.

Plus, nine bond ETFs that Morningstar analysts like.

Plus, what to know about the upcoming mega-IPOs from Anthropic and OpenAI.

Plus, tips to leverage the SALT deduction and prevent leaving behind a big tax bill.

Plus, the problems with leveraged and inverse ETFs that tend to shrink investor returns.

Plus, three ways retirees can determine if they’re underspending.

Plus, what everyday investors can learn from the pros’ missteps.

Plus, how income and guaranteed lifetime withdrawal benefits work.

Plus, several Gold-rated ETFs offer an opportunity to benefit from the AI boom while limiting exposure.

Plus, fund ideas for keeping it simple and striving for capital appreciation.

Plus, where to look for opportunities in fixed-income and more.

Plus, two highly-rated dividend kings and three Gold-rated funds.

The original vehicle for retail investors is under attack from ETFs and CITs.

How SpaceX, Anthropic, and OpenAI will affect the public market.

Plus, one of the biggest challenges to portfolio diversification today.

Plus, how Morningstar’s new methodology treated Vanguard and Fidelity.

Plus, the airline stocks that are the most and least vulnerable to higher fuel prices.

Plus, 6 bond ETFs with high ratings and low risk.

Plus, a look at the biggest AI bond deals.

Also, the names in this rare group that are undervalued today.

Plus, what’s likely flying under the radar.

Plus, two recently launched high-yield bond ETFs for passive and active investors.

Plus, what to know about three of the firm’s new active equity ETFs.

A look at how allocation funds from Vanguard, T. Rowe Price, and more offer portfolio simplicity.

Plus, how to find a fairly priced bond fund.

Plus, why some software stocks are not down and out yet.

What investors can learn from the sagas involving ERShares and Blue Owl Capital.

Plus, how to use your 1099 forms to improve your portfolio.

Plus, what you need to do to fix this costly tax mistake.

Plus, the investments that could be better suited for a different bucket.

Plus, 4 Gold- and Silver-rated REIT ETFs from Vanguard, Schwab, and more.

Take advantage of your IRA’s tax benefits to rebalance and optimize your portfolio.

Plus, Fidelity Contrafund’s Will Danoff’s upcoming retirement and what everyday investors can learn from him.

Plus, the trade-offs new retirees should be prepared to make.

Here's how investors can play it now.

Plus, balancing the risks and rewards to produce predictable payouts.

Plus, how to manage the risk of market concentration in your portfolio.

A look at dividend, bond, and covered-call ETFs from Vanguard, Schwab, and more.

Plus, the investment leaders and laggards of 2025.

Plus, two affordable AI stocks and what investors need to know before 2026.

New research shows that flexible withdrawal strategies can help you spend more in retirement.

Also, a look at the exchange-traded funds that are tax-efficient and those that are not.

Tax-Loss Harvesting Isn’t Just for Downturns. Here’s Why

And what to know before adding these fixed-income exchange-traded funds from Vanguard and others to your portfolio.

Dollar-weighted returns make the case for ‘less is more’ when it comes to trading.

Plus, how optimism about Tesla highlights what’s going on in the broader market.

Plus, how patient investors can find opportunities in the financial services sector.

As US mega-cap tech stocks soar, investors can look to small caps and international markets for diversification.

Also, the market may be entering a “melt-up,” and why that could be dangerous for investors.

Plus, a look at Nvidia’s potentially record-breaking AI investment.

Plus, a look at the lagging performance of healthcare and consumer defensive stocks.

Plus, how investors should think about Oracle’s phenomenal outlook.

Watch out for these hidden risks, particularly in funds with fewer holdings.

Also, how Morningstar CEO Kunal Kapoor is thinking about the AI boom.

Plus, Morningstar CEO Kunal Kapoor discusses how he’s elevating his mission to empower investors.

A look at the 60/40 portfolio performance this year and whether another strategy is better.

A look at Morningstar Medalists from Vanguard, Fidelity, and others with cheap fees and strong performance.

Also, four top ETFs and how this speculative asset is faring against another popular hedge.

Plus, the optimal fixed-income allocation in a high interest-rate environment.

These popular vehicles produce higher income—at a cost. Here’s what to know about the trade-offs, plus one solid choice for investors.

Plus, important tax considerations to keep in mind.

Plus, 3 European stocks picks that are undervalued today.

Investors await announcements on tariffs, company earnings, and more.

Locating the best opportunities for stocks, bonds, and currencies.

Robo-advisors can be a good entry point for new investors, but some providers are better than others.

Plus, a look at private asset funds from State Street and ERShares.

Plus, which asset classes are holding up best and struggling most this year.

Plus, where to find undervalued dividend growth stocks today.

Plus, how factor investors can position their portfolios for future stock rotations.

Also, two cheap TIPS ETFs that earn a Morningstar Medalist Rating of Gold.

Plus, a potential risk for the bond market and how volatility is affecting the US dollar’s strength.

Will Warren Buffett reveal whether he’s open to selling more legacy stocks or paying a dividend? Our analyst thinks he should.

Plus, what to consider before buying an annuity or deciding when to begin Social Security.

Plus, when you should shift from riskier assets to safer ones before retirement.

Plus, the importance of the Fed's next meeting and how to protect your retirement portfolio.

Plus, a look at expected tariff fallout, recession risk, and the gold rush.

What to know about the Unusual Whales ETFs that follow the trading activity of Congress.

How GLP-1 drugs, regulatory concerns, and more factors are shaping the sector. Plus, 3 undervalued healthcare stocks.

A look at funds from Vanguard, Fidelity, and others that offer downside protection.

Plus, tips on dividing financial assets, filing for Social Security, and whether to sell or keep the house.

Plus, how owning too much company stock could expose your portfolio to significant risk.

Find out which names from Morningstar’s StockInvestor watchlist are going against the grain.

Exchange-traded funds from Vanguard and Schwab earn Morningstar’s Medalist Rating of Gold.

Plus, tired of market noise? Hosts of The Morning Filter explain how their new podcast helps you cut through it.

Plus, why Morningstar believes the Federal Reserve will cut interest rates this year more than the markets predict.

Welcome to The Morning Filter. Every Monday, Susan Dziubinski sits down with Morningstar Chief U.S. markets strategist Dave Sekera to discuss one thing that’s on his radar this week, one new piece of Morningstar research, and a few stock picks or pans for the week ahead.

Plus, what Trump's policy change on electric vehicles could mean for Tesla and the EV industry.

Plus, a look at Netflix’s stock and why the streaming pioneer needs its next big thing.

Private equity and private credit come with their own set of risks.

Plus, the risks of hoarding cash in your portfolio today.

Plus, five must-watch storylines investors should track next year.

Bond funds from Fidelity, Vanguard, and J.P. Morgan could help diversify growth-heavy portfolios.

Long-term yields spiked after the election.

Tax-loss selling is easiest in bear markets, but don’t rule it out this year.

A look at the pros and cons of this popular income strategy.

Also, how the new prescription payment plan will work.

Plus, Big Tech's nuclear energy bet and 4 undervalued utilities stocks.

Howard Gleckman discusses the reality of long-term care today.

Also, how bank loans could help investors weather an economic storm, despite their risky reputation.