Investing Insights
A thoughtful look at investing opportunities and risks beyond the market headlines, plus personal finance and retirement tips, from Morningstar.
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Lan Tran, manager research analyst for Morningstar Research Services, discusses the benefits and limitations of digital investment advice. Plus, a look at the best and worst robo-advisors of 2025. What Is a Robo-Advisor? Robo-Advisors vs. Traditional Advisors Who Should Use a Robo-Advisor? Benefits of Digital Investm
Demystifying Private Equity and Private Credit ETFs: What Every Investor Should Know
Bryan Armour, director of ETF and passive strategies research for North America at Morningstar Research Services, discusses private equity ETFs and private credit ETFs. Armour also previews his session at the 2025 Morningstar Investment Conference featuring two ETF experts. Hear From Experts on Private Asset ETFs at th
Amy Arnott, Morningstar Inc. portfolio strategist, discusses the success of the 60/40 portfolio and how diversification is paying off during market volatility this year. How Diversification Has Held Up Against Market Volatility in 2025 Which Asset Classes Have Been Strong Diversifiers in 2025? Which Asset Classes Have
David Harrell, editor of Morningstar’s DividendInvestor newsletter, talks about the dividend stocks that earned a spot on the newsletter’s annual Dividend Growers list. Harrell also discusses how to approach dividend investing. What Qualifies a Dividend Stock to Be on the DividendInvestor’s Annual Dividend Growers List
Dan Lefkovitz, Morningstar Indexes strategist and columnist, explains how factor investing works. And he discusses which stocks outperformed and underperformed during this year’s market volatility. What Is Factor Investing? What Factors Have the Strongest Performance Amid Market Volatility in 2025? Berkshire Hathaway
Dan Sotiroff, senior manager research analyst for Morningstar Research Services, explains how TIPS ETFs work, their performance in 2025, and what to consider before buying the treasury inflation-protected securities. Key Takeaways: What Are TIPS? TIPS ETFs vs. TIPS Flows Into TIPS ETFs in 2025 Surprises Morningstar’s
