Netflix’s Incredible First Quarter  United Flew Just Above Morningstar’s Expectations  An Investing Guide for Every Life StageWhat is Life-Stage Investing?Early Career AccumulationWhen Would Roth Accounts Make Sense for an Investor?Why Mid-Career Accumulation Can Be More ComplicatedFinancial Priorities of Mid-Career AccumulatorsCovered-Call ETFs and Passive Strategies  How Do Covered Call and Buffer ETFs Work?Which Kind of Investors Are These Strategies Designed For?Downsides to Buffer ETFs and Covered Call ETFs?Tax ConcernsWhat ETF Fees Are Costing Investors? Read about topics from this episode.  Register for the Morningstar Investment Conference!An Investing Guide for Every Life StageAn Investing Road Map for Early Career AccumulatorsAn Investing Road Map for Midcareer AccumulatorsActive ETFs are Soaring. Should You Invest?Should You Own a Covered-Call ETF Like JEPI?  What to watch from Morningstar.Make These Investing Moves Now for a Better Tax Day in 20253 Cheap Stocks to Watch in the Fight Over Sports StreamingHow to Find a Great Dividend FundThe 4% Retirement Rule is Just a Starting Point Read what our team is writing:Ivanna HamptonMargaret GilesBryan Armour Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/ 

Sheryl Rowling, editorial director for financial advice for Morningstar Inc, talks about four strategies to practice tax-efficient investing all year. Morningstar Sustainalytics’ director of stewardship Jackie Cook discusses three climate change resolutions this proxy-voting season, including one on Bank of America’s ballot.Tesla Appears It’s Focusing on ProfitsJPMorgan Chase Keeps Outlook SteadyClimate Change Resolutions During Proxy-Voting SeasonTax-Efficient Investing: 4 Moves to Make NowRead about topics from this episode. Tesla: Staff Reduction Confirms Our View of Focus on Profits In 2024JPMorgan Earnings: Bumper Profits Driven by Strong Net Interest Income and Trading Revenue4 Climate Votes That Matter in This Year’s Proxy-Voting SeasonWhat to watch from Morningstar.3 Cheap Stocks to Watch in the Fight Over Sports StreamingHow to Find a Great Dividend FundThe 4% Retirement Rule is Just a Starting PointNew Dividend Stocks: Can Meta and Salesforce Help Revive the Classic Strategy?Read what our team is writing:Ivanna HamptonJackie CookSheryl Rowling Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/

Matthew Dolgin, senior equity analyst for Morningstar Research Services, talks about why companies are focusing on sports streaming as competition heats up. Plus, the path they could take to improve their financial situations.Netflix’s Dominance  Disney, Fox, and Warner Bros. Discovery’s New Sports-Focused Streaming ServiceHow Companies Can Expand into StreamingThe Role of Sports in StreamingNBA TV DealWhy are Apple and Amazon Tough Competitors?Streaming Services With Compelling Growth Stories Streaming Company Stock Picks Read about topics from this episode.  Morningstar MagazineParamount and Warner Bros. Discovery: Uncertainty Surrounds Customer Choices for StreamingDisney Earnings: Lots of Good, Especially for the Flashy Metrics, but Underlying Issues RemainNetflix Earnings: Performance and Outlook Impressive, but Subscriber Growth Should Moderate What to watch from Morningstar.How to Find a Great Dividend FundThe 4% Retirement Rule is Just a Starting PointNew Dividend Stocks: Can Meta and Salesforce Help Revive the Classic Strategy?Self-Made Millionaire Tori Dunlap Embraces Mission to Make Women Rich Read what our team is writing:Ivanna HamptonMatthew Dolgin Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/

Dan Sotiroff and Todd Trubey, senior manager research analysts for Morningstar Research Services, discuss what makes a great dividend fund, the trade-offs that are costing some investors, and the risks to watch for.Dividend Income, Dividend Growth, and Dividend Income and GrowthDividend Fund RisksShould Dividend Yield Be a Top Priority? Dividend Funds vs Passive Options What Advantage Do Actively Managed Funds Have Over Broadly Diversified Passive Funds?How to Find a Great Dividend FundPassively Managed Dividend Fund PicksActively Managed Fund Picks Read about topics from this episode.  What Makes a Great Dividend Fund?3 Great International Dividend ETFs for 2024The Best Dividend Funds What to watch from Morningstar.The 4% Retirement Rule is Just a Starting PointNew Dividend Stocks: Can Meta and Salesforce Help Revive the Classic Strategy?Self-Made Millionaire Tori Dunlap Embraces Mission to Make Women RichWhat’s Surprising Some Retirees About Their Social Security Benefits? Read what our team is writing:Ivanna HamptonDaniel SotiroffTodd Trubey Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/ 

John Rekenthaler, vice president of research for Morningstar Research Services, explains how Morningstar’s study confirmed the 4% retirement rule and discusses why it’s important for new retirees to be flexible with their spending.Six Retirement Withdrawal Strategies that Stretch SavingsWhat Has Changed with Retirement Withdrawal Rates?Trade Offs to a Conversative Start with Your PortfolioRisks and Benefits of Changing a Portfolio’s Stock AllocationFlexible Spending Strategies  The Role of Guaranteed IncomeKey Takeaways Read about topics from this episode.  Six Retirement Withdrawal Strategies that Stretch SavingsMorningstar’s Retirement Income Research: Reevaluating the 4% Withdrawal RuleThe Good News on Safe Withdrawal RatesThe Best Flexible Strategies for Retirement Income What to watch from Morningstar.New Dividend Stocks: Can Meta and Salesforce Help Revive the Classic Strategy?Self-Made Millionaire Tori Dunlap Embraces Mission to Make Women RichWhat’s Surprising Some Retirees About Their Social Security Benefits?SPY Vs VOO: Which of Warren Buffett’s Two ETFs Are a Better Bet? Read what our team is writing:Ivanna HamptonJohn Rekenthaler Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/ 

David Harrell, editor of Morningstar DividendInvestor newsletter, explains why some income-focused investors may skip adding two new dividend stocks, Meta and Salesforce, to their portfolios. Preston Caldwell, senior US economist for Morningstar Research Services, talks about why he expects more rate cuts than the Federal Reserve’s projections.Adobe’s Strong Q1 & Disappointing ForecastDo Salesforce and Meta Pay Dividends?Meta and Salesforce New Dividends  What Can Meta and Salesforce Shareholders Expect?Will Meta and Salesforce Diversify the Pool of Dividend-Paying Stocks?Mega-Cap Stocks and Dividend InvestingWhy We Think 5 Interest-Rate Cuts Are Coming in 2024Will Interest Rates Drop in 2024?When Will the Fed First Cut Interest Rates?Federal Reserve’s Longer-Term Outlook  Read about topics from this episode.  After Earnings, Is Adobe Stock a Buy, Sell, or Fairly Valued? What Stock Investors Need to Know About Meta’s New Dividend Salesforce Earnings: Firm Declares a Dividend Fed on Track for June Rate Cuts and More  What to watch from Morningstar.What’s Surprising Some Retirees About Their Social Security Benefits?SPY Vs VOO: Which of Warren Buffett’s Two ETFs Are a Better Bet?Walmart Stock Split and Earnings Are Coming Up. What to Expect.Should You Bet on Online Gambling Stocks Now? Read what our team is writing:Ivanna HamptonPreston Caldwell David Harrell  Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/ 

Tori Dunlap, the author of Financial Feminist, talks about why women should stop feeling guilty about their spending and why they should keep their finances separate from their partner’s.Her First $100KLoud BudgetingWhy We Spend and How to Not Feel Guilty About ItShould You Rent or Buy a Home?Women’s Economic EmpowermentFinancial Education as ProtestMaking More Women RichHow to Be Fearless When It Comes to MoneyRead about topics from this episode.  The C-Suite Gender Pay Gap Persists. It’s Not About Pay Discrimination. Women Get Less Support Than Men For Key Board Roles The Percentage of Female Fund Managers Is Almost Exactly Where It Was 20 Years Ago  What to watch from Morningstar.What’s Surprising Some Retirees About Their Social Security Benefits?SPY Vs VOO: Which of Warren Buffett’s Two ETFs Are a Better Bet? Walmart Stock Split and Earnings Are Coming Up. What to Expect.Should You Bet on Online Gambling Stocks Now? Read what our team is writing:Ivanna Hampton  Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/

Mark Miller, author of Retirement Reboot, explains why Social Security benefits are taxable, and how a bill aiming to eliminate taxes on Social Security would pay for the program.  Read more about these topics from this episode.Salesforce Earnings: Firm Declares a Dividend https://www.morningstar.com/stocks/salesforce-earnings-firm-declares-dividendSnowflake Earnings: Revenue Outlook Disappoints; New CEO Taking Over https://www.morningstar.com/stocks/snowflake-earnings-revenue-outlook-disappoints-new-ceo-taking-overMacy’s Earnings: Another Strategic Plan Is Unveiled, but Sales Growth Elusive https://www.morningstar.com/stocks/macys-earnings-another-strategic-plan-is-unveiled-sales-growth-elusiveSocial Security Is Taxable? Don’t Be Caught Off Guard. https://www.morningstar.com/retirement/social-security-is-taxable-heres-how-determine-what-you-owe What to watch from Morningstar.SPY Vs VOO: Which of Warren Buffett’s Two ETFs Are a Better Bet? https://www.youtube.com/watch?v=WBVXw2Ih6qYHow to Get the Most Out of Your Bond Investments https://www.youtube.com/watch?v=UNnt-eBXojgShould You Bet on Online Gambling Stocks Now? https://youtu.be/ltcMHu3RYYk?si=lfCgPUcU5Fvg19Uj When Will the Fed Finally Cut Rates? https://youtu.be/CcbUDKtnzNQ?si=n5Z2kbuHPPgW6CCNCould Company 401(k)s Go the Way of IBM? https://youtu.be/QAxokyStJ3o?si=_18V0O8syb1otbor Read what our team is writing: Ivanna Hampton Follow us on social media. Facebook: https://www.facebook.com/MorningstarInc/ Twitter: https://twitter.com/MorningstarInc Instagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/

Walmart shares are overvalued, but Nvidia and Home Depot are fairly valued. Warren Buffet’s Berkshire Hathaway released its 13F for Q42023, and only two ETFs were on it – one of them earns the coveted Gold rating. Walmart’s Q4 Exceeded ExpectationsNvidia’s Stellar Quarter and AI DemandHome Depot Felt Macro Pressures in Q4Berkshire Hathaway Releases Its 13FSPY and VOOPeople and Process Pillar RatingsWhy Does Vanguard Have a Better Rating?Structural Differences Between SPY and VOOOutlook for Vanguard in 2024Vanguard’s 2024 International Business OutlookAdvice in 2024 Read about topics from this episode.  Walmart Earnings: Low Prices Winning Over Customers, Who Are Spending More Nvidia Earnings: Revenue Boom Fuels AI Hype Home Depot Earnings: Prudently Navigating Macro Pressures With Strategic Execution Berkshire Hathaway 13F Filing: More Sells Than Buys in Quieter Q4Vanguard S&P 500 ETF Still Sets a High Bar for Index-Tracking What’s in Store for Vanguard’s Funds, ETFs, and More in 2024  What to watch from Morningstar.Walmart Stock Split and Earnings Are Coming Up. What to Expect.Should You Bet on Online Gambling Stocks Now?When Will the Fed Finally Cut Rates?Could Company 401(k)s Go the Way of IBM? Read what our team is writing:Ruth Saldanha Mo'ath Almahasneh Daniel Sotiroff Susan Dziubinski   Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/ 

Maciej Kowara, strategist for Morningstar Research Services, and Alec Lucas, director of manager research for Morningstar Research Services, talk about what surprised them about their research about bond investments.Typical Bond PortfolioHow to Create Portfolio Optimized for Best Risk-Adjusted ReturnsSharpe-Optimized Portfolio  Bank Loans and Corporate BondsWhy Should Investors Trust This Portfolio?Risk-Adjusted Portfolio vs. 60/40 PortfolioHow Investors Can Use Our ResearchWhat Could Go Wrong with a Risk-Adjusted Portfolio? Read about topics from this episode.  How to Invest Better With Bonds3 Bond Funds for All Yield SeasonsThe Best Bond ETFs What to watch from Morningstar.Walmart Stock Split and Earnings Are Coming Up. What to Expect.Should You Bet on Online Gambling Stocks Now?When Will the Fed Finally Cut Rates?Could Company 401(k)s Go the Way of IBM? Read what our team is writing:Ivanna HamptonMaciej KowaraAlec Lucas Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/