Jack Shannon, senior manager research analyst for Morningstar Research Services, talks about the mania around Destiny Tech 100 and how much investors are paying to own the closed-end fund compared with what it’s worth. Margaret Giles, Morningstar Inc editor, discusses how life-stage investing can help pre-retirees and retirees map their priorities.

Nvidia’s 10-for-1 Stock Split

Target’s Weak Sales and Declining Market Share

Vanguard’s New CEO Starting Soon  

Investing for Each Life Stage

Financial Priorities When You Approach Retirement

Why Investors Should Think About Withdrawal Sequencing During Pre-Retirement

Why Retirees Struggle to Start Tapping Into Their Portfolios

Financial Priorities When You Retire

What Investors Need to Know About Destiny Tech100  

Closed-End Funds vs Open-End Funds

Why Destiny Tech100’s Net Asset Value Premium is “Insane”

Should Investors Own Destiny Tech100 Over Other Mutual Funds with Startup Stocks?

Key Takeaways for Investors

Read about topics from this episode.  

Nvidia Earnings: AI Demand Smashes Expectations Again 

Target Earnings: Margins Hold Up, but Top Line Constrained by Weak Discretionary Spending 

Vanguard Chooses an Outsider as Its New CEO 

An Investing Guide for Every Life Stage 

The Bucket Investor’s Guide to Setting Retirement Asset Allocation 

DXYZ: This Closed-End Fund Is Not Destiny’s Child 

What to watch from Morningstar.

Maximize Credit Card Points for Better Trips and Rewards 

Inherited IRA Investors Get Another Break, but the Clock Is Ticking on RMDs

Short-Term Market Volatility Could Provide Long-Term Investing Opportunities

Magnificent Seven Stocks: What’s Going on With Apple, Tesla, and Alphabet?

Read what our team is writing:

Ivanna Hampton

Margaret Giles 

Jack Shannon

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