Amy Arnott

Amy Arnott, a portfolio strategist at Morningstar Inc. and co-author of the 2025 Diversification Landscape Report, dives into the resilience of the 60/40 portfolio amidst 2025's market volatility. She explores which asset classes are thriving and which ones are struggling, the growing interest in international stocks, and the rising yields on U.S. Treasuries. Arnott emphasizes the importance of diversifying strategies and adapting to macroeconomic changes, such as inflation, to optimize investment outcomes.

In this engaging discussion, Amy Arnott, a portfolio strategist at Morningstar Inc., highlights the advantages of cash for short-term investing, especially in light of anticipated Fed interest rate cuts. She warns about the risks of long-duration bonds while offering practical strategies for investors. Dan Kemp, Chief Research and Investment Officer at Morningstar Investment Management Europe, analyzes Oracle's impressive AI-driven transformation and its implications for future market dynamics, urging investors to explore beyond mainstream tech names.

Amy Arnott, a portfolio strategist at Morningstar, dives into the evolving landscape of retirement income strategies. She explains why the traditional 4% rule is now viewed as overly optimistic, proposing a more cautious 3.7% starting withdrawal rate instead. Arnott introduces a new metric for assessing spending priorities and shares insights on dynamic withdrawal strategies. The discussion also covers the timing of Social Security claims, the benefits of annuities, and unique spending strategies that aim to maximize retirees’ financial sustainability.

Join Amy Arnott, a portfolio strategist from Morningstar Inc., as she dives into the nuances of dividend investing. She explains when reinvesting dividends can truly pay off and when it might be wise to cash out instead. Discover the tax implications of different accounts and the critical differences between taxable and non-taxable dividends. Learn about the importance of record-keeping and how your stock holding duration affects your tax outcomes. Amy offers valuable insights for long-term investors looking to optimize their strategies.

Morningstar portfolio strategist Amy Arnott and senior manager research analyst Gabe Denis discuss the blurring lines between robo-advisors and traditional financial advisors. They cover topics such as the benefits of robo-advisors, limitations of digital investment advice, and the best and worst robo-advisors of 2023.