Sheryl Rowling, editorial director for financial advice at Morningstar Inc, discusses the financial and tax issues that could come up during and after a gray divorce.Limiting the Financial Impact of a Gray DivorceHow to Budget After DivorceWhat to Do if There’s a Budget Shortfall Social Security Divorce BenefitsGray Divorce Near RetirementWill a New Tax-Filing Status Result in Higher Taxes? How to Fairly Split Assets in Divorce How to Avoid Tax Penalties When Dividing Retirement AccountsPros and Cons of Keeping the Family HomeSelling the House and Downsizing After DivorceWhy Hire Professionals to Help with a Gray Divorce  Read about topics from this episode.  Gray Divorce: 10 Financial and Tax Issues You Must Know After 50Maybe You Shouldn’t Delay Taking Your Social Security Benefits After AllSix Retirement Withdrawal Strategies That Stretch Savings6 Retirement Financial Myths to AvoidWhat You Need to Know About Capital Gains DistributionsHow to Choose a Financial Advisor What to watch from Morningstar. Why the Bond Market Looks Brighter Than It Did in 2022Where 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 Read what our team is writing:Sheryl RowlingIvanna Hampton Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/ 

Dan Lefkovitz, a strategist at Morningstar Indexes, sheds light on the evolving bond market, discussing its recovery signs post-2024 interest rate cuts. Philip Straehl, Chief Investment Officer at Morningstar Wealth, emphasizes the risks of owning Restricted Stock Units and the necessity of diversification for total wealth. They explore the bond market dynamics, stressing bonds' stabilizing role amid market fluctuations. The conversation also addresses how personal financial goals play a crucial role in tailoring investment strategies to mitigate risks.

David Harrell, Editor of Morningstar’s StockInvestor newsletter, dives into stock valuation trends and identifies hidden bargains in a pricey market. He reveals insights from a watchlist of 120 stocks, emphasizing the importance of looking beyond general market trends. Discussion includes the evolution of the Morningstar Style Box, findings on undervalued mega-cap stocks like Apple and NVIDIA, and an analysis of small-cap stocks. Harrell also highlights high-growth stocks achieving impressive scores, providing valuable tips for savvy investors.

Bryan Armour, director of passive strategies research for North America at Morningstar, specializes in ETF investing and shares his insights on dividend strategies. He breaks down the balance between income generation and long-term growth in dividend ETFs. Armour highlights four top-rated ETFs from Vanguard and Schwab, discusses the importance of factor investing, and explores the risks associated with dividend income strategies. Get ready to optimize your investment approach with his expert analysis!

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.

Preston Caldwell, senior US economist for Morningstar Investment Management, discusses the Federal Reserve’s interest-rate decision, his outlook for inflation in 2025, and the potential impact of US tariffs.Fed Meeting January 2025: Was Pausing Interest-Rate Cuts a Good Move? Outlook for Inflation in 2025How a Strong Jobs Market Fits into the Fed’s OutlookWhy Mortgage Rates Rose When Interest Rates FellWhen is the Next Fed Meeting in 2025?Are Interest Rates Going Down in 2025?How Mass Deportations Could Affect Businesses and ConsumersHow US Tariffs Could Affect Consumer Goods PricesTracking Inflation, Financial Conditions, and the Housing Market Read about topics from this episode.  What Trump’s Proposed Tariffs Would Mean for the Economy Forecasts for December PCE Report Show Continued Improvement on Core Inflation Fed Hits the Pause Button, Awaits Further Data Amid Policy Uncertainty An Investor’s Guide to the Next Trump Administration What to watch from Morningstar.Why Inflation Still Poses a Risk to Stocks and Bonds in 2025 Active ETFs vs Mutual Funds: What to Know Before Picking a New FundIt's Getting Easier to Invest in Private Assets. What Does That Mean for Investors?Where Investors Can Find the Highest Bond Yields in 2025 Read what our team is writing:Preston Caldwell Ivanna Hampton Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/ 

Follow The Morning Filter on Apple Podcast to hear new episodes on Monday mornings.https://podcasts.apple.com/us/podcast/the-morning-filter/id1792280057

Sarah Hansen, Morningstar Inc markets reporter, explains why the markets are closely watching inflation and what some forecasters expect. Seth Goldstein, strategist for Morningstar Research Services, discusses whether the new Trump administration’s policies could affect the electric vehicle industry and his outlook for Tesla’s stock.What’s Changed About the Inflation OutlookWhy Inflation is Running Hotter AgainWhat Stubborn Inflation Means for Investors and the EconomyMarkets’ Response to Inflation Why Investors Need to Pay Attention to Inflation DriversWhat Economists Think Is Next for InflationBottom Line for InvestorsWhat’s New in the Markets How Trump’s Policy Shift Could Affect Tesla and Other AutomakersIs It Still Possible for EVs to Hit Their Accelerated Growth Forecast?Why Tesla May Have a Comeback in 2025What to Look for in Tesla’s Upcoming EarningsMorningstar’s Outlook on Tesla Stock  Read about topics from this episode.  Markets Breathe a Sigh of Relief on Softer Core InflationDecember Inflation Data Closes Door on January Rate Cut, but There’s Improvement Under the HoodIs Inflation Really What Ails Stocks and Bonds?Stocks and Bonds Stumble on Hot Jobs Report. Are Markets in Trouble, or Is It Just Noise?Tesla: Full-Year Deliveries Decline and Energy Storage Deployments Set Record High What to watch from Morningstar.Active ETFs vs Mutual Funds: What to Know Before Picking a New FundIt's Getting Easier to Invest in Private Assets. What Does That Mean for Investors?Where Investors Can Find the Highest Bond Yields in 2025How the Fed's Surprise Outlook Adds to Market Uncertainty for 2025How to Diversify Your Portfolio to Handle a Market Correction Read what our team is writing:Sarah HansenSeth GoldsteinIvanna Hampton Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/

Russ Kinnel is the Director of Ratings for Morningstar Research Services, specializing in fund comparisons, while Matthew Dolgin is a Senior Equity Analyst offering insights on Netflix's stock. They dive deep into the differences between actively managed ETFs and mutual funds, highlighting advantages like lower fees and tax efficiency. Dolgin also shares his analysis of Netflix’s future profit potential, exploring its sports streaming strategy and advertising opportunities, crucial for navigating a competitive market.

Jack Shannon, senior manager research analyst for Morningstar Research Services, discusses how fund companies are looking to put private assets in the hands of everyday investors. He explains the risks and opportunities in private equity and private credit, and where this trend could go in 2025.What Are Private Assets? Risks of Private Assets vs. Public Assets Why Fund Companies Want to Give Retail Investors Access to Private Assets How Investors Can Access Private Assets Today Why Funds Choose Private Credit Instead of Private Equity Why Companies Stay Private How the Lack of Liquidity in Private Assets Plays Out in Interval Funds How Funds Provide Exposure to Private Equity Do Funds with Private Equity or Private Credit Exposure Have Better Performance?  Would Holding Private Assets in an ETF Work? Opportunities for Investors in Private Asset Funds Private Asset Fund Outlook Read about topics from this episode.  Morningstar's 2025 Outlook: Future Market Investment Strategies When Will Public and Private Equity Markets Finally Converge? DXYZ: This Closed-End Fund Is Not Destiny’s Child Invest in SpaceX Alongside Elon Musk? Why This Closed-End Fund Is Not Worth the Ride Private Credit: Avoid This Common Asset Allocation Mistake 2025 US Private Credit Outlook: More M&A, Larger Lenders, Bigger Market Ask Your Advisor These Questions Before Investing in Private Credit What to watch from Morningstar.Where Investors Can Find the Highest Bond Yields in 2025 How the Fed's Surprise Outlook Adds to Market Uncertainty for 2025 How to Diversify Your Portfolio to Handle a Market Correction What Higher Bond Yields Mean for Markets in 2025 Read what our team is writing:Jack Shannon Margaret Giles  Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/