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, Dave Sekera and Susan Dziubinski talk about where to invest your money in 2022, Dan Sotiroff shares his thoughts on great international ETFs having a tough year, and Christine Benz and Susan Dziubinski discuss retirement in a bear market.

In this week?s podcast, Dave Sekera discusses 9 cheap defensive stocks, Christine Benz and Susan Dziubinski talk 401(k) statement surprises, and Susan Dziubinski tells you what 2 stocks to watch in July.

This week, we?re going to dive into Part Two of Your 2022 Midyear Portfolio Checkup. Please check out part one if you missed the previous episode. Today, Morningstar?s director of personal finance Christine Benz explains how to recession-proof your portfolio, guard it against inflation, and use tax strategies during a bear market. 

This week, Morningstar?s director of personal finance Christine Benz talks about market volatility, the importance of portfolio strategy, and how rising interest rates affect investments. 

In this week?s podcast, Amy Arnott and Susan Dziubinski tell you what you need to know before hiring a robo-advisor, and Keith Reid-Cleveland shares five questions you should ask a financial advisor.

In this week?s podcast, Amy Arnott discusses how new retirees can make sure they don?t outlive their assets, Susan Dziubinski shares her picks for stocks during market volatility, and Madeline Hume talks cryptocurrency myths.

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, David Harrell and Dan Lefkovitz discuss dividend growth stocks.  Christine Benz gives you a retirement policy to-do list. Patricia Oey and Susan Dziubinski talk 529 plans. Carole Hodorowicz and Katherine Lynch break down rising interest rates.

In this week?s podcast, Madeline Hume and Susan Dziubinski tell you what you need to know before investing in crypto, Patricia Oey and Susan Dziubinski bust some 529 plan myths ahead of ?529 College Savings Day,? and Carole Hodorowicz shares six tips for college graduates.

Morningstar CEO Kunal Kapoor highlights the tools available to the next generation of investors in his keynote address for the 2022 Morningstar Investment Conference.

In this week?s podcast, we are featuring guests of the 2022 Morningstar Investment Conference. Mary Ellen Stanek, Joel Fried, and Al Mordecai, winners of Morningstar?s 2022 Investing Excellence Awards, share their investing insights.David Blanchett and Christine Benz talk about retirement income. Sonya Dreizler and Phuong Luong dive into the wealth divide. Sarah Bush and Jenny Johnson discuss the future of Franklin Templeton.

In this week?s podcast, Ben Johnson shares his insights into core ETFs, Carole Hodorowicz and Katherine Lynch tell you about supply chain shortages, Christine Benz and Susan Dziubinski discuss recession-proofing your portfolio, and David Harrell and Kevin Brown talk REITs.

In this week?s special episode, David Harrell from Morningstar Investment Management and Kevin Brown from Morningstar Research Services do a deep dive into the top three companies on Morningstar's REIT coverage list.

In this week?s special episode, Gregg Warren from Morningstar Research Services and Susan Dziubinski from Morningstar, Inc. tell us everything we need to know about Warren Buffett and Berkshire Hathaway.

In this week?s episode, David Harrell and Travis Miller talk utilities stocks, dividends, and interest rates. Plus, Christine Benz and Susan Dziubinski talk all things bond funds, required minimum distributions, and buckets. 

In this week?s episode, Susan Dziubinski talks with the authors of Morningstar's 2022 Diversification Landscape Report: Christine Benz, Amy Arnott, and Emory Zink.

In this week?s podcast, Susan Dziubinski talks top stocks from winning managers, David Harrell and Travis Miller talk utility stocks, Christine Benz and Susan Dziubinski give you your April financial to-do list, and Carole Hodorowicz and Katherine Lynch discuss inflation?s effect on our paychecks.

In this week?s podcast, Susan Dziubinski and Megan Pacholok discuss risk in American?s target-date funds, David Harrell and Travis Miller talk utility stocks, Christine Benz and Susan Dziubinski share their insights into rising interest rates and retirement planning, and Dave Sekera discusses what rising interest rates mean for stocks and bonds.

In this week?s podcast, Susan Dziubinski and Megan Pacholok discuss risk in target-date funds, Christine Benz speaks with tax expert Ed Slott about qualified charitable distributions, Ed Slott tells you why you should review your estate plan, and Jake VanKersen compares Disney and Netflix stock.

In this week?s podcast, tax expert Ed Slott joins Morningstar?s Christine Benz to prepare us for the upcoming tax season. Together, they discuss required minimum distributions, backdoor IRA dos and don?ts, and tax traps to avoid.

In this week?s podcast, Ben Johnson and Susan Dziubinski discuss bond ETFs, Megan Pacholok talks target-date funds for an IRA, Christine Benz shares her tips for earning more on safe money, and lastly David Harrell and Dave Meats discuss industries and their sensitivity to commodity prices.

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, Christine Benz discusses expectations for stocks and bonds and then shares her insights on your portfolio plan; then, Susan Dziubinski and Christine Benz talk about handling the volatile market; and finally, Keith Reid-Cleveland tells you what questions you need to ask a financial advisor.

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, Nicholas Goralka and Susan Dziubinski discuss newly rated funds from Morningstar?s analysts, Ben Johnson discusses ETFs for your IRA, Christine Benz shares her February financial to-do list, and David Harrell and Dave Sekera share their 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, David Harrell and Dave Sekera share insights on dividend stocks in 2022, Amy Arnott and Susan Dziubinski give us tips for retirement savings, Christine Benz tells us how to set a retirement withdrawal rate and then discusses what kinds of retirement portfolios can withstand volatility.

In this week?s podcast, Christine Benz and Susan Dziubinski tell us what issues retirees face in 2022, Carole Hodorowicz shows us how to improve your credit score, Amy Arnott shares her rebalancing tips, and Kris Inton discusses cannabis stocks.

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, Alec Lucas discuss Vanguard in 2021, Amy Arnott fills us in on the latest diversification strategies for 2022, Christine Benz shares her tips for new retirees, and Robby Greengold shares his thoughts on Fidelity?s run in 2021.

In this week?s podcast, Adam Millson from Morningstar Research Services joins Susan Dziubinski from Morningstar Inc to provide tips for finding the best 529 plan, a roundup of the top 3 plans in Morningstar?s coverage, and a list of plans to avoid.

In this week?s podcast, Kristoffer Inton shares his take on cryptocurrency, Onramp Invest CEO Tyrone Ross gives advisors tips for their crypto curious clients, and Ben Johnson fills us in on new crypto ETF strategies.

In this week?s podcast, we explore two approaches to sustainable investing, Jackie Cook urges investors to make a positive impact with their portfolios, and Hortense Bioy shows us what to look for in an investment?s sustainability claims.

In this week?s podcast, Susan Dziubinski and Jason Kephart discuss collective investment trusts, Adam Millson fills us in on the latest 529 plan ratings, and Christine Benz shares her tips for RMD season as well as her takeaways from portfolio makeover week.

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, Ben Johnson fills us in on the future of bitcoin ETFs, Elizabeth Foos investigates the key drivers behind interest in muni-bonds, Tim Steffen prepares investors for upcoming tax changes, and Megan Pacholok tells us everything we need to know about health savings accounts.

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.

Attendees, leaders, and experts joined online and in-person for the Morningstar Investment Conference last week. This year?s annual conference included insights from our CEO Kunal Kapoor about how one size fits all portfolios are coming to an end. Some of the top fund managers in the industry also shared their perspectives and investment philosophies. 

Catch up on the discussions and more in this week?s podcast. 

To access all the sessions from the 2021 Morningstar Investment Conference, use code ?INVESTORMIC2021? to save $150 off registration.

Seth Goldstein on Twitter @SethGMStar1

Companies mentioned in this episode:

Tesla (TSLA); Sociedad Quimica y Minera de Chile (SQM); NXP Semiconductors (NXPI); and BorgWarner (BWA)

Articles:

5 Automakers Best Positioned for the Future

Steer Clear of Electric Vehicle Startups?

Raising Tesla's FVE on Improved Outlook for AV Software

NHTSA Opens Investigation into Tesla Autopilot Software

What Biden?s Executive Order Means for EVs

In this week?s podcast, Dave Sekera examines the current market environment by sector, Alec Lucas takes a closer look at the world's largest retail fund family, Ben Johnson explores dividend durability and ETFs, and Megan Pacholok shares a new way to look at funds.

How will the possible tax changes and the Secure Act affect retirees and their beneficiaries? What is the best way to supersize your Roth IRA? Are qualified charitable distributions worth it?

In this week?s podcast, tax- and retirement-planning expert Ed Slott joins Christine Benz from Morningstar, Inc to answer all these questions and more. 

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, Ed Slott talks about qualified charitable distributions, Christine Benz helps investors play catch-up with their savings, and we highlight the latest additions to the Morningstar Prospects list.

In this week?s podcast, Ed Slott shows us how to supersize a Roth IRA, we highlight two new funds under our coverage, we take a closer look at the streaming landscape, and Andrew Willis puts the spotlight on an undervalued brewer.

In this week?s podcast, Ben Johnson talks about the future of direct indexing, Christine Benz shares valuable tips for pre-retirees, David Harrell shows us how to find a stable dividend, and Ed Slott prepares investors for possible tax changes.