Investing Insights

Zach Evens, a passive strategies analyst for Morningstar Research Services, discusses two ETFs that use data from Unusual Whales to track congressional stock trades. He explains why investors might be drawn to these funds and the potential risks that they face. Key Takeaways: Why Investors May Want to Follow Congressio

Karen Anderson, director of healthcare equity research for Morningstar Research Services, discusses the forces shaping the landscape and where she sees opportunities for investors.   Key Takeaways: Why Healthcare Stocks Have Been Resilient During the Market Downturn How Regulatory Changes Could Affect the Healthcare In

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 Drawdo

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 Divorce How to Budget After Divorce What to Do if There’s a Budget Shortfall  Social Security Divorce Benefits Gr

Dan Lefkovitz, strategist for Morningstar Indexes, talks about what he finds noteworthy in the bond market today. Philip Straehl, chief investment officer for the Americas for Morningstar Wealth, a part of registered investment adviser Morningstar Investment Management, explains why employees who own company stock shou

David Harrell, editor of Morningstar’s StockInvestor newsletter, investigated stock valuation trends from a watchlist with 120 names across the market. He reveals which stocks are relative bargains.   The Evolution of the Morningstar Style Box What Is the Value-Growth Score for Stocks? Why Investors Should Look Deeper