Investing Insights

Sarah Hansen, Morningstar Inc markets reporter, explains why Apple and Tesla are diverging from the rest of the Magnificent Seven stocks. Also, details into a first ever dividend from Alphabet. Preston Caldwell, senior US economist for Morningstar Research Services, discusses why the Federal Reserve left higher interes

Netflix’s Incredible First Quarter   United Flew Just Above Morningstar’s Expectations   An Investing Guide for Every Life Stage What is Life-Stage Investing? Early Career Accumulation When Would Roth Accounts Make Sense for an Investor? Why Mid-Career Accumulation Can Be More Complicated Financial Priorities of Mid-Ca

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 b

Matthew Dolgin, senior equity analyst for Morningstar Research Services, talks about why companies are focusing on sports streaming as competition heats up. Plus, the path they could take to improve their financial situations. Netflix’s Dominance   Disney, Fox, and Warner Bros. Discovery’s New Sports-Focused Streaming

Dan Sotiroff and Todd Trubey, senior manager research analysts for Morningstar Research Services, discuss what makes a great dividend fund, the trade-offs that are costing some investors, and the risks to watch for. Dividend Income, Dividend Growth, and Dividend Income and Growth Dividend Fund Risks Should Dividend Yie

John Rekenthaler, vice president of research for Morningstar Research Services, explains how Morningstar’s study confirmed the 4% retirement rule and discusses why it’s important for new retirees to be flexible with their spending. Six Retirement Withdrawal Strategies that Stretch Savings What Has Changed with Retireme