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 Morningstar Investment Management, explains why employees who own company stock should protect their total wealth.
Bond Market in Q1 2025
Why Did the 10-Year US Treasury Yield Go Up After 2024 Interest Rate Cuts
Why Bond Investors Are Worried Following the US Presidential Election
What’s the Bright Side for Bonds?
The Importance of Portfolio Diversification
Morningstar’s 2025 Bond Outlook
Key Takeaways on Portfolio Diversification
What’s New in the Markets?
What Are Restricted Stock Units?
Risks Associated with RSUs
Examining RSU Risk Through Portfolio Personalization
Understanding Concentration Risk’s Effect on Your Total Wealth
Do Separately Managed Accounts Offer Enough Personalization?
How Should Investors Mitigate the Risk?
How Do Your Financial Goals Play Into Diversifying Your Concentrated Portfolio?
Do You Need a Financial Advisor to Diversify Your Portfolio?
Key Takeaways on RSUs and Portfolio Personalization
Read about topics from this episode.
Experts Forecast Stock and Bond Returns: 2025 Edition
What Higher Inflation Means for Stock/Bond Correlations
10 Financial Rules of Thumb You Don’t Have to Follow
Do as I Say (Not as I Do)
Bonds Might Be Losing Money, but There Is a Bright Side
8 Top-Performing High Yield Bond Funds
Stocks and Bonds Stumble on Hot Jobs Report. Are Markets in Trouble, or Is It Just Noise?
How to Make Sure Your Personalized Portfolio Doesn’t Backfire
Should Your Clients’ Stock Portfolios Consider Their Careers?
What to watch from Morningstar.
Where to Find Bargain Stocks in an Expensive Market
These 4 Dividend ETFs Strike the Right Balance for Income Investors
Vanguard Fee Cuts May Be Small, But They’re a Win For Investors
How Inflation, Tariffs, and More Could Impact Your Finances in 2025
Read what our team is writing:
Dan Lefkovitz
Philip Straehl
Ivanna Hampton
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