Podcast appearances and mentions of russ kinnel

Russ Kinnel, senior principal of ratings for Morningstar Research Services, researched which alternative, equity, and value funds could provide a good hedge during a market sell-off.What is the Downside Capture Ratio? Why Funds with A Low Downside Capture Ratio Make Good Diversifiers How Does a Fund's Maximum Drawdown Line Up with Its Downside Capture?  Why Savers Should Look for Low-Risk Investments Floating-Rate Funds to Help Protect a Bond-Heavy Portfolio Against Interest-Rate Risk Alternative Funds for Diversification  What is Arbitrage? Large-Blend Funds to Help Preserve Capital Defensive Large-Value Funds to Consider A Small-Value Fund That Can Serve as a Good Diversifier  How Can Risk-Averse Investors Get Zero Downside?What's next is now at the Morningstar Investment Conference. Register now to get to the source for cutting-edge research, expert insights, and thorough analysis. Get tickets here. Read about topics from this episode.  Subscribe to the FundInvestor NewsletterHow to Diversify Away From Large-Growth FundsHow to Diversify Your Portfolio to Handle a Market Correction3 Super Risky Low-Risk FundsA Practical Test for Contrarian Investing: When Should You Go Against the Grain? Where to Invest in 2025 and BeyondThe Thrilling 365 Mistakes to Avoid With Your Investment Portfolio in 2025Can Growth Stocks Keep Powering the Market Higher? What to watch from Morningstar. Gray Divorce: How to Avoid Triggering a Costly Tax BillWhy 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 Read what our team is writing:Russel KinnelIvanna 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, director of ratings for Morningstar Research Services, compares open-end funds and actively managed ETFs from Fidelity, T. Rowe Price, and Capital Group. Matthew Dolgin, senior equity analyst for Morningstar Research Services, discusses what he thinks of Netflix's stock and where the streamer could profit next. Open-End Funds vs. Active ETFsAdvantages of Active ETFsAppeal for Day TradersDisadvantage of Active ETFsWhich Investors Should Consider Swapping Mutual Funds for ETF CounterpartsComparing Open-End Funds and Active ETFs on Key FactorsHow T. Rowe Price Funds Compare to ETFsFidelity Funds vs ETFs PerformanceCapital Group's Different Approach to Their Funds vs ETFsDecision Expected From SEC on ETF Share Class Requests  What's New in the Markets  Netflix's Message to CompetitorsToo Early to Judge Live Sports PushHow Can Netflix Increase Profits?  What to Watch for From Netflix's Earnings Report Morningstar's Outlook on Netflix Stock Read about topics from this episode.  How to Find the Right Active ETF for Your PortfolioWill Active ETFs Outnumber Passive ETFs?3 Great Active ETFs for Stock InvestorsAre Active ETFs Truly More Tax-Efficient?Morningstar's Guide to Active ETFsAfter Earnings, Is Netflix Stock a Buy, a Sell, or Fairly Valued?3 Cheap Stocks to Watch in the Fight Over Sports Streaming What to watch from Morningstar.It'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:Ivanna HamptonRuss KinnelMatthew Dolgin 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/

Our guest this week is Charlie Dreifus. Charlie is portfolio manager of the Royce Special Equity Funds, highly regarded by Morningstar's Manager Research team. Charlie was named Fund Manager of the Year by Morningstar in 2008 for his work on the Small-Cap Value US Equity Strategy, which he began running in 1998 after portfolio management stints at Lazard and Oppenheimer. Charlie's investment career began in 1968. He holds degrees from City College of New York and Baruch College.BackgroundBioRoyce Small-Cap Special Equity InvestmentSteven McBoyle, co-portfolio managerSmall-Cap Value“Small-Cap Funds Are More Promising Than They Have Been in Years. Here Are the Ones to Buy,” by Lewis Braham, Barrons.com, Oct. 11, 2023.“Why Value Veteran Charlie Dreifus Balks at Banks and Favors the Rust Belt,” by John Coumarianos, citywire.com, April 21, 2022.OtherChuck RoyceAbraham Briloff“A Conversation With Investing Legend Charlie Dreifus,” Interview with Russ Kinnel, Morningstar.com, Aug. 14, 2020.Public Company Accounting Oversight BoardTim Hipskind“Irving Kahn, Oldest Active Wall Street Investor, Dies at 109,” by Sam Roberts, nytimes.com, Feb. 26, 2015.

Russ Kinnel, director of ratings for Morningstar Research Services, discusses mutual funds' greatest achievement and their competition against ETFs.Mutual Fund Industry OutlookHow This Law Protects Investors Investing in Mutual FundsMutual Fund Market Timing Scandal  How Mutual Funds Can Stay Competitive to ETFsCompetition from Crypto ETFsAre Mutual Funds a Good Investment?Mutual Funds' Greatest Achievement  Are Mutual Funds Here to Stay?Top Mutual Fund Picks Read about topics from this episode.  How to Find the Right Value Fund for Your Portfolio8 Fund Families the Mutual Fund Trading Scandal Changed Forever20 Years After the Market-Timing Scandal, the Fund Industry Focuses on Transparency but Lacks DisclosureETFs vs. Mutual Funds: The Benefits That Really MatterWinners and Losers In the Spot Bitcoin ETF Race What to watch from Morningstar.ADD NEW VIDEONow's the Time to Diversify Beyond Magnificent Seven Stocks3 Asset Classes That Could Raise Your Portfolio's Risk LevelWhy Picking Top Stocks Is Not Enough Read what our team is writing:Ivanna HamptonRussel Kinnel 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/ 

As mutual funds mark their 100th anniversary, do they still work for investors? Answers from Morningstar's mutual fund maven, Russ Kinnel. WEALTHTRACK episode 2104 broadcast on July 26, 2024 --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support

Our guest this week is our colleague, Bryan Armour, who is director of passive investment strategies research, North America, for Morningstar Research Services. Bryan is also editor of the ETFInvestor newsletter. Before joining Morningstar in 2020, Bryan spent seven years working for Finra, the Financial Industry Regulatory Authority, conducting trade surveillance and investigations specializing in exchange-traded funds. Prior to Finra, he worked for a proprietary trading firm as an options trader at the Chicago Mercantile Exchange. Bryan holds a BA in Economics from the University of Illinois and the Chartered Financial Analyst designation.BackgroundBioPassive Investing and ETFs“Index Funds Have Officially Won,” by John Rekenthaler, Morningstar.com, Feb. 13, 2024.“Active Funds Fell Short of Passive Peers in 2023,” by Bryan Armour, Morningstar.com, March 12, 2024.“It's Official: Passive Funds Overtake Active Funds,” by Adam Sabban, Morningstar.com, Jan. 17, 2024.“ETFs vs. Mutual Funds: The Benefits That Really Matter,” by Bryan Armour, Morningstar.com, Feb. 6, 2024.“2023 Model Portfolio Landscape,” Morningstar.com.“Markets Are ‘Fundamentally Broken' Due to Passive Investing, Says David Einhorn,” by William Watts, marketwatch.com, Feb. 9, 2024.“How Fund Fees Are the Best Predictor of Returns,” by Russ Kinnel, Morningstar.com, Jan. 12, 2026.“Cage Match: Traditional Index Funds vs. ETFs,” by Christine Benz and Margaret Giles, Morningstar.com, Oct. 20, 2023.“Global Fund Flows: 2023 in Review,” Morningstar.com, Feb. 6, 2024.“A Closer Look at Vanguard's Newest Core Bond ETFs,” by Dan Sotiroff, Morningstar.com, Feb. 12, 2024.“3 New ETFs That Stand Out From the Pack,” by Ryan Jackson, Morningstar.com, Aug. 30, 2023.“Converting Mutual Funds to ETFs: What to Make of the Trend,” by Daniel Sotiroff, Morningstar.com, April 11, 2023.“How to Choose a Great Dividend ETF,” by Dan Sotiroff, Morningstar.com, May 17, 2023.“The Best and Worst New ETFs of 2023,” by Bryan Armour, Morningstar.com, Dec. 19, 2023.Bitcoin and Covered-Call ETFs“Spot Bitcoin ETFs Are Here. Should You Invest?” by Bryan Armour, Morningstar.com, Jan. 11, 2024.“Grayscale's Victory Over the SEC Doesn't Mean a Spot Bitcoin ETF—for Now,” by Bryan Armour, Morningstar.com, Aug. 30, 2023.“Should You Buy a Covered-Call ETF?” Video interview with Bryan Armour and Ruth Saldanha, Morningstar.com, June 14, 2023.Securities MentionediShares ESG Aware ETF ESGUiShares MSCI USA Quality Factor ETF QUALARK Innovation ETF ARKKGrayscale Bitcoin Trust (BTC) GBTCJPMorgan Equity Premium Income ETF JEPIGlobal X Nasdaq 100 Covered Call ETF QYLDVanguard's High Dividend Yield ETF VYMBlackRock Flexible Income ETF BINCSchwab High Yield Bond ETF SCYBT. Rowe Price Capital Appreciation Equity ETF TCAF2x Bitcoin Strategy ETF BITXYieldMax AI Option Income Strategy ETF AIYYOther“The ETF Rule: What It Is and Why It Matters,” by Irene Huhulea, Investopedia.com, Jan. 25, 2024.

In today's episode, Russ Kinnel, director of manager research for Morningstar Research Services, talks about the 2003 mutual fund scandal that resulted in allegations of market-timing and late trading. He also discusses increased transparency and lessons for investors. Timestamps:00:44 Will Investors Try Birkenstock on For Size?02:04 NVIDIA's Sky-High Performance03:32 Mutual Fund Scandal's 20th Anniversary22:19 5 Stocks to Sell Before Labor Day Read about topics from this episode.  Birkenstock IPO: Will Investors Find the Price Uncomfortable?After Nvidia Stock's Huge Rally, 6 Key Things to Watch in Q2 EarningsAfter Earnings, Is Nvidia Stock a Buy, a Sell, or Fairly Valued?The 5 Biggest Mutual Fund Rating Upgrades of 20233 High-Dividend Stocks to Avoid5 Stocks To Buy as Q2 Earnings Season Wraps Up What to watch from Morningstar.Economy Outshines ‘Uneventful Earnings'Microsoft Bets Big on AI: What Investors Should Know, Part TwoMicrosoft Bets Big on AI: What Investors Should Know, Part OneInterest-Rate Forecast: What's Next? Read what our team is writing:Ivanna HamptonRussel KinnelDavid Sekera 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/

In today's episode, Russ Kinnel, director of manager research for Morningstar Research Services, and Tom Lauricella, chief markets editor for Morningstar Inc., discuss several conference themes, including the banking crisis, bonds, and growth stocks.What was the overall sentiment about the markets and risks of a recession? Highlights from PIMCO's Dan Ivascyn's viewpoint on bonds Growth stocks outlook Insights from Schwab's Liz Ann Sonders on global challenges' impacting marketsTakeaways from Former U.S. Treasury Secretary Larry Summers on banking crisis, soft landing, and debt ceiling debate International stocks outlook Highlights from NYU finance professor Aswath Damodaran on ESG and calls for improvement Lessons from dot-com bubble and financial crisis that could apply today What themes emerged from the conference?What surprised you at the conference this year?  Read about topics from this episode.  When Will the Fed Start Cutting Interest Rates?Climate Tech Opportunities Attract Investors Should You Be Worried About the Health of Social Security? Don't Fight the Fed Social Security Planning for Married Couples What's Ahead for Vanguard in 2023 7 Cheap EV Supply Chain Stocks What's Ahead for BlackRock in 2023   What to watch from Morningstar.Planning to Retire Soon? Flexibility and Spending CountWhere Can the Automotive Industry Go From Here?: Part TwoWhere Can the Automotive Industry Go From Here?: Part OneHow Do Vanguard's Target-Date Funds Stack Up?  Read what our team is writing:Ivanna HamptonTom LauricellaRussel Kinnel  Follow us on social media.Russel Kinnel on Twitter: @RussKinnelIvanna Hampton on Twitter: @IvannaHamptonFacebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/ 

In this week's podcast, Dave Sekera shares the top stock picks for the third quarter, Russ Kinnel finds a place to hide from interest-rate risk, and Christine Benz covers some strategies for a bear market. 

In this week's podcast, Dave Sekera and David Harrell discuss midyear dividend stock picks, Russ Kinnel reveals 3 good funds having a great year, and Carole Hodorowicz and Katherine Lynch talk about how to prepare for a recession.

In this week's podcast, Susan Dziubinski and Dave Sekera discuss investing in a bear market, Christine Benz breaks down RMDs, and Russ Kinnel talks funds that got burned in 2022.

In this week's podcast, Christine Benz addresses concerns about rising yields for retirement portfolios, Russ Kinnel shares his recommendations for some of the best fund picks out there, and David Harrell discusses dividend REITs with Kevin Brown. 

In this week's podcast, Christine Benz and Susan Dziubinski discuss your financial to-do list for March and how you can derisk your portfolio, then, Ben Johnson and Susan Dziubinski talk low-volatility funds; and finally, Russel Kinnel fills us in on the top 3 funds losing their managers. 

In this week's podcast, Christine Benz discusses how much you should have in cash and then shares her tips for stock exposure; then, Russ Kinnel and Susan Dziubinski talk wide-moat funds; and finally, Dan Kemp fills us in on the crisis between Russia and Ukraine. 

In this week's podcast, Nicholas Goralka and Susan Dziubinski discuss international stock funds, Christine Benz shares her tips for IRA contributions, Russ Kinnel discusses 3 funds for an IRA, and Dave Sekera shares his insights into dividend stocks.

In this week's podcast, Russ Kinnel and Susan Dziubinski share insights on funds in 2022, Ben Johnson discusses ETFs to protect your portfolio, Sachin Nagarajan shares his tips for investing in tech stocks, and Leslie Norton sits down with Michael Jantzi, founder of Sustainalytics, to talk about sustainable investing.

In this week's podcast, Christine Benz and Susan Dziubinski tell us how to tackle important financial tasks in 2022, Ben Johnson shares his insights on ETF trends from 2021, Russ Kinnel reflects on the year in funds, and Jason Kephart looks at whether the 60/40 portfolio held up in 2021.

In this week's podcast, Alyssa Stankiewicz and Hortense Bioy discuss the best approaches to ESG investing, Amy Arnott fills us in on why investors earn less than the funds they invest in, Russ Kinnel predicts what to expect for capital gains payouts in 2021, and Christine Benz has your November financial to-do list.

In this week's podcast, Ben Johnson unpacks what tax changes could be in store for ETF investors, Jason Kephart fills us in on why asset managers are teaming up, Russ Kinnel discusses well-regarded funds having a tough year, and Tim Steffen has some year-end tax planning tips for us. 

In this week's podcast, Russ Kinnel tells us the top funds investors are buying, Dave Sekera tells us what opportunities await in the fourth quarter, Christine Benz shares the secret to financial success, and we add some financial tasks to your October to-do list. 

In this week's podcast, we feature Rob Arnott and Cathie Wood's debate from the Morningstar Investment conference, Russ Kinnel explains the new ratings for a trio of Vanguard funds, David Harrell shows us how to effectively use payout ratios, and Christine Benz gives tips for retiring early.

In this week's podcast, Russ Kinnel shines a light on three struggling Gold-rated funds, Ed Slott tells us the new rules about inherited Roth IRAs, Christine Benz assigns us an important to-do for September, and Ben Johnson explains what's been going on with ARK Innovation ETF.

In this week's podcast, Russ Kinnel finds options for inflation protection, Christine Benz assigns us some tasks for the last days of summer, Kris Inton discusses the budding cannabis industry, and Ben Johnson explains how a fund's rebalance affects returns.

In this week's podcast, Christine Benz tells retirees why they should start strategizing about their RMDs now, Russ Kinnel shares some names on his Fantastic Funds list, and Jason Kephart takes a closer look at target-date funds from Vanguard, Fidelity, and T. Rowe Price.

In this week's podcast, we reveal our Ultimate Stock-Pickers top pick, Russ Kinnel lists some funds that are sustainable for both your portfolio and the environment, Christine Benz discusses investment vehicles for heavy savers with extra funds, and Amy Arnott looks at diversifying equity holdings by factor.

In this week's podcast, Christine Benz encourages investors to prioritize creating policy statements this month, Russ Kinnel uncovers which funds investors are selling in 2021, Christine Benz shows retirees how to assess their portfolios, and Ben Johnson tells us everything we need to know about thematic funds.

In this week’s podcast, David Blanchett explains the importance of flexibility concerning retirement withdrawal rates, Christine Benz talks about how a Biden tax proposal could change how investment gains are taxed for some, Russ Kinnel discusses how some funds in Morningstar’s new world large-stock value category have benefitted from a recent change, and we share a high-quality company in the world of powersports that’s considered a bargain.

In this week’s podcast, Christine Benz tells us how to take care of our finances in May, Michelle Singletary shares her experiences with helping family members financially, Russ Kinnel talks about cryptocurrency’s role in fund portfolios today, and Morningstar CEO Kunal Kapoor highlights recent trends among investors.

In this week’s podcast, we highlight 3 wide-moat dividend stocks our top managers like, Russ Kinnel shares Morningstar's favorite ESG funds, Damien Conover covers the healthcare sector’s strong performance, and David Meats fills us in on how energy outshined other sectors.

In this week’s podcast, Russ Kinnel tells us if he thinks value strategies will keep their momentum, Megan Pacholok fills us in on a strategy gaining popularity, Ed Slott discusses charitable contributions and tax returns, and Christine Benz shares her to-do list for April.

In this week’s podcast, we share our Ultimate Stock-Pickers favorite new-money buy, we shine a light on two undervalued stocks, Russ Kinnel discusses high-profile fund manager changes, and Ed Slott tells us what should be on our radars for tax season.

Our guest today is Russ Kinnel‏. Russ is director of manager research for Morningstar Research Services and the longtime editor of the Morningstar FundInvestor newsletter. As part of his duties, Russ chairs the North America ratings committee that oversees and approves the Morningstar Analyst Ratings that Morningstar's manager research analysts assign to the funds they cover. A mainstay of our research efforts for years, Russ has authored a number of well-known and widely cited studies, including the annual “Mind the Gap” study of investor returns, and is frequently quoted in the financial media. Russ is a graduate of the University of Wisconsin-Madison, where he received his bachelor's degree in economics.BackgroundBioBooksAuthor Page Morningstar FundInvestor Related Articles“Environmental, Social, and Governance Investing,” Morningstar.com.“What Helen Young Hayes’ Departure Means to Janus,” by Russ Kinnel, April 21, 2003.“Lessons From the Bill Gross Saga,” by John Rekenthaler, Morningstar.com, Oct. 1, 2014.“Flows + Bloat = Headaches for Funds,” by Russ Kinnel, Morningstar.com, March 27, 2017.“Fink: BlackRock Continues to Evolve,” by Daniel Culloton, Morningstar.com, April 28, 2017.“Enhancement to Sustainability Rating Emphasizes Material ESG Risk,” by Jon Hale, Morningstar.com, Nov. 8, 2019. “Where the Medalists Are,” by Christine Benz and Russ Kinnel, Morningstar.com, Sept. 15, 2020.“The Best Fund Companies and Their Ratings,” by Russ Kinnel, Morningstar.com, Jan. 28, 2020.“Flowmageddon: Is it Time Yet?” by Russel Kinnel, Morningstar.com, July 24, 2020.“Mind the Gap: How Do Investor Returns Stack Up Against Total Returns?” by Amy C. Arnott, Morningstar.com, Aug. 18, 2020.“Can Bond Funds Grow Large More Gracefully Than Stock Funds?” by Christine Benz and Russ Kinnel, Sept. 22, 2020.“Farewell, Mutual Funds,” by John Rekenthaler, Morningstar.com, Jan. 21, 2021.“A Quick Survey of Investment Vehicles,” by Russ Kinnel, Morningstar.com, Jan. 20, 2021.

In this week’s podcast, Christine Benz gives us financial tasks for February, Preston Caldwell forecasts the pandemic's long-run impact, we highlight a sector with little risk of dividend cuts, and Russ Kinnel screens the 10 highest-yielding funds in the Morningstar 500.

In this week’s podcast, we find opportunities in a lagging sector, Russ Kinnel offers ideas for an IRA, Ben Johnson unpacks a trend between mutual funds and ETFs, Andrew Willis shines a light on a virtual healthcare company, and Kristoffer Inton discusses uranium prices.

In this week’s podcast, Dan Lefkovitz sees a brighter outlook for dividends this year, Mike Hodel finds dividend opportunities for 2021, Christine Benz helps investors to assess their financial goals, Russ Kinnel lists the pros and cons of various investment vehicles, and Christine Benz shares her financial to-do calendar.

In this week’s podcast, Russ Kinnel highlights 2020’s highs and lows for funds, Ben Johnson shares the top ETF stories for 2020, Maria Bruno tells retirees what to look out for in 2021, Dan Kemp predicts investment themes for the new year, and Christine Benz outlines the pros and cons of investing apps.

In this week’s podcast, Tim Steffen from Pimco shares year-end tax planning ideas, Christine Benz emphasizes the importance of emergency funds, Russ Kinnel finds a light at the end of the tunnel, David Swartz picks two bargains in the retail industry, and Michael Jantzi uncovers how investors are embracing sustainable investing.

In this week’s podcast, Alex Bryan highlights ETFs with high yields and high risks, our analysts share two stocks they are excited about, Christine Benz offers advice for open enrollment during the pandemic, Russ Kinnel provides fund ideas for foreign stocks, and Alyssa Stankiewicz discusses Morningstar's new ESG Commitment Level.

In this week’s podcast, Ben Johnson suggests coping strategies for market turbulence, Ian Tam encourages investors to avoid adjusting their portfolios in anticipation of the election outcome, we highlight three highly-rated Morningstar Medalist funds, Russ Kinnel explains fund upgrades and downgrades, and we share what we think Tesla is worth.

In this week’s podcast, Russ Kinnel explains the connection between manager ownership and fund performance, Ben Johnson highlights the subjectivity of indexes, T. Rowe Price's Jerome Clark is recognized for pioneering the target-date structure, and Joachim Kotze discusses the outlook for Rolls-Royce.

In this week’s podcast, Alex Bryan explores the growing landscape of ESG ETFs, Russ Kinnel prepares investors for what they can expect from mutual fund capital gains this year, Aron Szapiro explains how election results can impact policy, and Erin Lash shares opportunities for investors in the consumer defensive sector.

In this week’s podcast, we reveal four dividend-paying stocks our top managers own, Christine Benz reminds investors of the keys to financial success, Russ Kinnel compares the asset growth of stock funds and bond funds, Christine Benz suggests a tax-advantaged tool for retirement planning, and financial advisor Cathy Curtis shares her approach to the planning needs unique to women. 

In this week’s podcast, we share what industrial stocks our Ultimate Stock Pickers bought, David Blanchett addresses what today's low bond yields mean for retirement planning, Russ Kinnel breaks down the criteria for Medalist ratings, and Christine Benz encourages investors to resist the urge to change their portfolios around the election.

In this week’s podcast, Dan Lefkovitz finds opportunities for equity-income investors, Christine Benz helps young investors avoid pitfalls, Amy Arnott shares trends in U.S. investor returns, and Russ Kinnel uncovers tips for navigating bear markets.

In this week’s podcast, we share which utility stock we added to our list of high-conviction picks for August, Russ Kinnel uncovers which funds had the biggest outflows, Christine Benz discusses early retirement during a pandemic, Maria Bruno explores where people can find extra cash, and Russ Kinnel shares the top funds for income seekers.

In this week’s podcast, Russ Kinnel discusses large-growth funds, Dan Sotiroff answers questions about the performance of foreign stock funds, Damien Conover shares his outlook for the healthcare sector, Dave Meats covers how energy stocks performed in the second quarter, Erin Lash finds opportunities in the consumer defensive sector, and Brian Colello unpacks how the technology sector rallied in the second quarter.

In this week’s podcast, Christine Benz details what investors should have on their radar for mid-year portfolio reviews, Sarah Bush highlights three individuals awarded for Investing Excellence, Jackie Cook breaks down the basics and importance of proxy voting, Ben Johnson discusses how fund fees have contracted in recent years and Russ Kinnel shares his favorite foreign large value funds.

In this week’s podcast, Russ Kinnel examines previous bear markets to figure out the best defense, Christine Benz shares the must-have documents for estate planning, Alec Lucas surveys the dividend landscape, Christine Benz offers advice for creating income when yields are low and provides a personal finance to-do list. 

In this week’s podcast, Russ Kinnel shares four highly-rated funds that have reopened for investors, Alex Bryan addresses the risks and rewards of value investing, Madeline Hume evaluates how the recent market crisis affects college savings, Christine Benz suggests strategies for retirees who rely on dividend stocks, and our data reveals that stocks are less attractive today than they were in March.

In this week’s podcast, Dave Meats and Dave Sekera discuss oil prices, Russ Kinnel highlights what has suffered and what has persevered through recent volatility, Christine Benz shares personal finance tasks investors can do for their portfolio while the world is on pause, Russ Kinnel examines funds that held up better than others during recent market turbulence, and we offer guidance on how to navigate the current market crisis. 

In this week’s podcast, we continue to cover movements in the market and how you should invest amid times of volatility. First, Daniel Needham discusses the importance of staying invested. Then, Karen Andersen and Preston Caldwell discuss the implications of the coronavirus for the economy and the market. Next, we highlight sectors that are the most undervalued. Then, Russ Kinnel highlights funds that saw improvement in ratings after leadership changes. Lastly, Christine Benz shares the exceptions to the rule of sitting still during market volatility.

In this week’s podcast, market volatility continues to dominate the news; Christine Benz discusses how to turn a down market to your advantage, followed by Russ Kinnel’s fund picks that provide safety in times of uncertainty. Alex Bryan investigates how low-volatility funds are faring during market downturns; in this low interest rate environment, our equity analysts share two picks for stocks with burly dividends. Then, Mark Miller breaks down the differences between traditional Medicare and Medicare Advantage.

In this week’s podcast, our analysts share three dividend growth stocks for your radar, Russ Kinnel highlights funds with exceptional People ratings, Julie Bhusal Sharma explains why we raised Intuit’s fair value estimate, Katie Reichart uncovers reasons for Oakmark’s success, and Damien Conover shares key takeaways from pharma earnings. 

In this week’s podcast, analyst Kevin Brown highlights dividend opportunities in the real estate sector, Christine Benz discusses some steps to take to prepare for tax day, Russ Kinnel provides insight into recent fund upgrades and downgrades, Brian Colello reviews tech stocks’ valuation trends, Dan Lefkovitz compares the pros and cons of dividends versus buybacks, and Greggory Warren uncovers practices of successful asset managers and which players are best positioned for the next decade. 

In this week’s podcast; Russ Kinnel shares his favorite equity funds for retirement; analyst Philip Gorham highlights dividend opportunities in big tobacco; Christine Benz invites Vanguard’s head of ETF product management, Rich Powers, to discuss trends in bond index investing; Jon Hale breaks down the update to our sustainability rating methodology; Christine Benz explains how charitable giving can improve your portfolio; and analyst Julie Bhusal Sharma spell out how Accenture keeps it moat.

In this week’s podcast; Russ Kinnel shares his favorite equity funds for retirement; analyst Philip Gorham highlights dividend opportunities in big tobacco; Christine Benz invites Vanguard’s head of ETF product management, Rich Powers, to discuss trends in bond index investing; Jon Hale breaks down the update to our sustainability rating methodology; Christine Benz explains how charitable giving can improve your portfolio; and analyst Julie Bhusal Sharma spell out how Accenture keeps it moat.

In this week’s podcast, Brian Colello picks out three stand-out tech stocks for dividend seekers, Christine Benz discusses which types of bond funds make sense for most investors, Russ Kinnel points out factors to watch for with capital gains distributions, Neil Macker highlights opportunities in the fast-growing video game space, and Alex Bryan shares two winning low-volatility funds for volatile markets.

In this week’s podcast, Brian Colello picks out three stand-out tech stocks for dividend seekers, Christine Benz discusses which types of bond funds make sense for most investors, Russ Kinnel points out factors to watch for with capital gains distribution, Neil Macker highlights opportunities in the fast-growing video game space, and Alex Bryan shares two winning low-volatility funds for volatile markets.

In this week’s podcast, Ultimate Stock Pickers highlights three cheap dividend payers with moats, Christine Benz invites Judith Ward from T. Rowe Price to share highlights from new research on retirement preparedness, equity analyst Matthew Dolgin shares why CenturyLink is a bargain, Russ Kinnel picks his favorite short-term bond funds for investors looking to reduce risk, Jon Hale invites Karin Anderson to discuss new fixed income research on how asset managers are approaching sustainability.

In this week’s podcast, Ultimate Stock Pickers highlights three cheap dividend payers with moats, Christine Benz invites Judith Ward from T. Rowe Price to share highlights from new research on retirement preparedness, equity analyst Matthew Dolgin shares why CenturyLink is a bargain, Russ Kinnel picks his favorite short-term bond funds for investors looking to reduce risk, Jon Hale invites Karin Anderson to discuss new fixed income research on how asset managers are approaching sustainability.

In this week’s podcast, Russ Kinnel explains the reasons why we lower a fund’s analyst rating, equity analyst Damien Conover highlights two pharmaceutical stocks’ dividend opportunities, Christine Benz invites T. Rowe Price's Judith Ward to discuss how to plan for market downturns after retirement, analyst David Kathman picks five great real estate funds to diversify your portfolio, equity analyst Eric Compton shares why Wells Fargo might be worth another look, and Christine Benz provides insights on how retirees can better plan for taxes in the 4th-quarter.

In this week’s podcast, Russ Kinnel explains the reasons why we lower a fund’s analyst rating, equity analyst Damien Conover highlights two pharmaceutical stocks’ dividend opportunities, Christine Benz invites T. Rowe Price's Judith Ward to discuss how to plan for market downturns after retirement, analyst David Kathman picks five great real estate funds to diversify your portfolio, equity analyst Eric Compton shares why Wells Fargo might be worth another look, and Christine Benz provides insights on how retirees can better plan for taxes in the 4th-quarter.

In this week’s podcast, special guest Rupal Bhansali of Ariel Investments offers her insight into current markets; Russ Kinnel shares key takeaways from his latest research on the costs of poor timing; Christine Benz discusses how to protect your portfolio from a stock-market sell-off; our analysts highlight three funds that are better than they look; Rajiv Bhatia discusses wide-moat financial stocks; and Eric Jacobson gives valuable tips for picking TIPS funds.

In this week’s podcast, special guest Rupal Bhansali of Ariel Investments offers her insight into current markets; Russ Kinnel shares key takeaways from his latest research on the costs of poor timing; Christine Benz discusses how to protect your portfolio from a stock-market sell-off; our analysts highlight three funds that are better than they look; Rajiv Bhatia discusses wide-moat financial stocks; and Eric Jacobson gives valuable tips for picking TIPS funds.

We’re airing a special edition of the podcast this week. Morningstar Director of Personal Finance Christine Benz talks with Russ Kinnel, Director of Manager Research and editor of Morningstar Fund Investor, about some of his favorite funds across a variety of different investment categories.

We’re airing a special edition of the podcast this week. Morningstar Director of Personal Finance Christine Benz talks with Russ Kinnel, Director of Manager Research and editor of Morningstar Fund Investor, about some of his favorite funds across a variety of different investment categories.

In this week’s podcast, Josh Aguilar on whether 3M is a good stock for dividend seekers, Christine Benz discusses what’s missing from her streamlined 3-funds portfolios, Nick Watson with an attractive small-cap value fund, Russ Kinnel shares his three favorite actively managed world-stock funds, Matthew Dolgin offers a best idea in networking, and Alex Bryan with three diverse funds for yield seekers.

In this week’s podcast, Josh Aguilar on whether 3M is a good stock for dividend seekers, Christine Benz discusses what’s missing from her streamlined 3-funds portfolios, Nick Watson with an attractive small-cap value fund, Russ Kinnel shares his three favorite actively managed world-stock funds, Matthew Dolgin offers a best idea in networking, and Alex Bryan with three diverse funds for yield seekers.

In this week’s podcast, our analysts share three funds run by topnotch managers, Christine Benz talks with Healthcare Planning’s Carolyn McClanahan about finances and cognitive decline, Linda Abu Mushrefova with a terrific deep-value large-cap fund, Preston Caldwell highlights a few undervalued oil-services stocks, Russ Kinnel shares three of his favorite small-cap funds, and Michael Wong explains why we think Goldman Sachs has 30% upside potential.

In this week’s podcast, Dan Wasiolek shares his favorite dividend-paying stocks in the travel and leisure industry, Christine Benz talks with Baird’s Tim Steffen about how to fix Social Security, Russ Kinnel with three of his favorite mid-cap funds, Dan Romanoff on why we like undervalued Guidewire, Dan Sotiroff on some solid broad foreign index funds from Fidelity, and Karen Andersen on what the elimination of rebates could mean for drug manufacturers.

In this week’s podcast, Dan Wasiolek shares his favorite dividend-paying stocks in the travel and leisure industry, Christine Benz talks with Baird’s Tim Steffen about how to fix Social Security, Russ Kinnel with three of his favorite mid-cap funds, Dan Romanoff on why we like undervalued Guidewire, Dan Sotiroff on some solid broad foreign index funds from Fidelity, and Karen Andersen on what the elimination of rebates could mean for drug manufacturers.

In this week’s podcast, our analysts take a look at three great funds for your “mad money” account, retirement expert Ed Slott talks with Christine Benz about mistakes to avoid with Qualified Charitable Distributions, Seth Goldstein with an undervalued wide-moat stock, Russ Kinnel with three of his favorite actively managed large-cap funds, Madeline Hume recaps the findings in Morningstar’s latest 529 report, and Gregg Wolper takes a look at frontier funds.

In this week’s podcast, our analysts take a look at three great funds for your “mad money” account, retirement expert Ed Slott talks with Christine Benz about mistakes to avoid with Qualified Charitable Distributions, Seth Goldstein with an undervalued wide-moat stock, Russ Kinnel with three of his favorite actively managed large-cap funds, Madeline Hume recaps the findings in Morningstar’s latest 529 report, and Gregg Wolper takes a look at frontier funds.

This week on the podcast, Christine Benz shares three equity funds from her model portfolios for retirees, Damien Conover reveals what he expects from big pharma this earnings season, special guest Michael Kitces talks about the role likability plays when choosing an advisor, Sarah Bush explains why a well-liked bond fund was recently downgraded, Eric Compton discusses what bank earnings say about the health of the economy, and Russ Kinnel shares four of his favorite niche funds.

This week on the podcast, Christine Benz shares three equity funds from her model portfolios for retirees, Damien Conover reveals what he expects from big pharma this earnings season, special guest Michael Kitces talks about the role likability plays when choosing an advisor, Sarah Bush explains why a well-liked bond fund was recently downgraded, Eric Compton discusses what bank earnings say about the health of the economy, and Russ Kinnel shares four of his favorite niche funds.

This week on the podcast, Russ Kinnel discusses the dominant performance of growth strategies during the first quarter, Sarah Bush talks about the bond market’s performance so far this year, Ben Johnson recaps the first quarter in ETFs, Christine Benz on how to manage cash in retirement, Jake Strole with a high-quality yet undervalued insurer, and our analysts share 3 good funds having a great year.

This week on the podcast, Christine Benz with tips for last-minute IRA contributions, Damien Conover with undervalued health-care stocks with secure dividends, Russ Kinnel with the recipe for finding “fantastic” funds, Erin Lash with high-quality and underpriced packaged goods stocks, Alfonzo Bruno with a strong inflation hedge from Vanguard, and Ariel’s John Rogers on the changing face of value investing.

This week on the podcast, our analysts’ takes on Alphabet, GM, and Disney results; Christine Benz suggests three investment ideas for an IRA; Sarah Bush examines Bill Gross’ legacy; R. J. Hottovy takes a look at Starbucks; Ed Slott on obscure IRA rules; and Russ Kinnel gives his take on active funds during a downturn.

This week on the podcast, our stock news roundup with PG&E, Apple, Facebook, and Caterpillar; an upgrade for T. Rowe Price New Horizons; Greg Warren on wide-moat asset managers; dividends among tobacco firms; Russ Kinnel on Jack Bogle, and from our Portfolio Tuneup week, Christine Benz on streamlining your portfolio and setting your asset allocation.

This week on the podcast, our earnings roundup with Johnson & Johnson, Proctor & Gamble, Netflix, and IBM; Ed Slott on missed RMDs; what the government shutdown means for the debt ceiling; Russ Kinnel on investment themes for 2019; 3 gold-rated small-cap index funds to consider; and how to build a solid portfolio foundation.

This week on the podcast: Russ Kinnel on the year in funds; three newly reopened funds for the new year; Baird’s Tim Steffen on tax reporting missteps; a bank-loan fund pick; a well-positioned software firm; and bargain in the banking sector.