Investing Insights

Russel Kinnel, director of ratings for Morningstar Research Services, discusses large growth’s impressive run in 2024 and why it might be time to rebalance if you haven’t in a while. What is Driving Growth’s Impressive Run? Why Is it Important to Rebalance Now What Triggered Growth’s Largest Selloffs Since 2000 What Wa

Dominic Pappalardo, chief multi-asset strategist at Morningstar Investment Management, discusses why long-term yields spiked in the wake of the election, what's next for fixed-income in 2025, and how investors can take advantage of higher yields in their portfolios. Why Did Bond Yields Rise in the Wake of the Election?

Christine Benz, Morningstar’s director of personal finance and retirement planning, discusses the ins and outs of tax-loss selling and where investors can look for potential opportunities to harvest losses in their portfolios. What is Tax-Loss Selling? Are There Limits to How Much You Can Offset Capital? How to Evaluat

David Harrell, editor of Morningstar’s DividendInvestor newsletter, makes the case for dividend investing. However, he also points out the pitfalls, like dividend fallacy, that income-focused investors should watch out for.  Why Investors Are Divided About Dividend Investing  The Pitfall of Dividend Fallacy  Warning Si

Mark Miller, Morningstar contributor, talks about the new $2,000 out-of-pocket cap for Medicare Part D coming in 2025. Plus, learn what you should know before switching between Medicare Advantage and traditional Medicare during open enrollment. Traditional Medicare vs. Medicare Advantage Why Seniors Shouldn’t Just Roll

Bryan Armour, director of passive strategies research for North America for Morningstar Research Services, talks about the best way for most retail investors to leverage and which leveraged ETFs look promising. Travis Miller, strategist for Morningstar Research Services, discusses how tech companies are looking to nucl