Make These Investing Moves Now for a Better Tax Day in 2025

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 Profits JPMorgan Chase Keeps Outlook Steady Climate Change Resolutions During Proxy-Voting Season Tax-Efficient Investing: 4 Moves to Make Now Read about topics from this episode.  Tesla: Staff Reduction Confirms Our View of Focus on Profits In 2024 JPMorgan Earnings: Bumper Profits Driven by Strong Net Interest Income and Trading Revenue 4 Climate Votes That Matter in This Year’s Proxy-Voting Season What to watch from Morningstar. 3 Cheap Stocks to Watch in the Fight Over Sports Streaming How to Find a Great Dividend Fund The 4% Retirement Rule is Just a Starting Point New Dividend Stocks: Can Meta and Salesforce Help Revive the Classic Strategy? Read what our team is writing: Ivanna Hampton Jackie Cook Sheryl Rowling   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/