Investing Insights

Amy Arnott, Morningstar Inc. portfolio strategist, discusses why her team’s starting safe withdrawal rate is more conservative than the popular 4% rule. Plus, a new metric to help determine financial priorities during retirement. How ‘The State of Retirement Income’ Report Helps Investors Know Their Safe Withdrawal Rat

Amy Arnott, Morningstar Inc. portfolio strategist, discusses which investments have performed best and worst in past recessions. Gold prices are rising during the current market volatility. Arnott explains why it might not be the best time to buy the precious metal.   Key Takeaways: Why Current Market Volatility May No

Dominic Pappalardo, chief multi-asset strategist for Morningstar Investment Management, discusses the escalating US-China trade war, the 90-day tariff pause, and raised recession risk during this market volatility. Key Takeaways: What an Escalating Trade War Between the US and China Could Mean Macroeconomic Trends and

Sarah Hansen, Morningstar Inc. senior markets reporter, discusses the market volatility in the first quarter of 2025 and the portfolio strategy that paid off for investors. What’s the Difference Between the Stock Market and the Economy?  How Stock Market Trends in 2025 Have Shifted From Last Year  Worries About Changes

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