Investing Insights
Episodes
Target-Date Funds With Annuities Are Gaining Ground. Is That Good for Your Retirement Plan?
Host Ivana Hampton interviews Morningstar’s Jason Kephart about target-date funds with built-in annuities gaining traction in 401(k) plans.
AI ETFs Are on the Rise. Are They Worth the Risk?
Host Ivana Hampton interviews Dan Satiroff from Morningstar on navigating AI investments.
Don’t Leave Tax Savings on the Table: How to Conduct a Midyear IRA Checkup
Host Ivana Hampton interviews Morningstar’s Russ Kennel on optimizing IRAs through mid-year checkups.
What Investors Should Watch for in the Second Half of 2026