Daniel Sotiroff

Dan Sotiroff, a senior manager research analyst at Morningstar Research Services, discusses Vanguard's recent fee cuts on nearly 90 funds, emphasizing how these modest reductions could significantly benefit investors. He explains the motivations for these cuts, including competitive pressures from firms like BlackRock. Additionally, hosts David Sekera and Susan Dziubinski introduce their new podcast segment, The Morning Filter, aimed at helping investors make sense of market noise with valuable insights on stock performance and economic trends.

Dan Sotiroff, a senior manager research analyst at Morningstar Research Services and editor of the Morningstar ETFInvestor newsletter, dives into the booming world of bond ETFs in 2025. He explains why investors are flocking to these funds and compares the flows between passive and actively managed options. Sotiroff outlines four major types of bond ETFs and emphasizes the stability that core ETFs bring to portfolios. He highlights top picks like Vanguard's BND and Fidelity's Total Bond ETF, also discussing the trade-offs and risks associated with higher-yield bond ETFs.

Dan Sotiroff, a Senior Manager Research Analyst at Morningstar, dives into the world of Treasury Inflation-Protected Securities (TIPS) and their ETFs. He explains how TIPS can safeguard investments against inflation and discusses their surprising performance in 2025. Listeners learn about the risks of higher interest rates, the differences between short- and long-term TIPS, and which accounts are best for holding them. Dan also shares his top picks for TIPS ETFs, making it a must-listen for savvy investors seeking stability in turbulent markets.

Dan Sotiroff, a Senior Manager Research Analyst at Morningstar, sheds light on the intricacies of stock ETFs. He explains how not all new ETFs are worth the investment and the crucial role of risk-adjusted returns. Dan reveals that ETFs with fewer than 100 holdings are risky and distinguishes between active and passive management styles. He also discusses the challenges of thematic ETFs and the common pitfalls investors face regarding timing and fees. Tune in for essential guidance to make informed ETF choices!

Daniel Sotiroff, a Senior Manager Research Analyst for Morningstar Research Services and editor of the ETF investor newsletter, dives into the world of covered-call ETFs. He explains their mechanics and why they're appealing to retirees seeking income. Sotiroff highlights the risks, especially for younger investors, and discusses the tax implications of holding these ETFs. He reviews popular options like the JP Morgan Equity Premium Income ETF and shares insights on their performance in 2025, emphasizing the importance of understanding fee structures.