Investing Insights
Episodes
401(k) Millionaires: Here’s How to Avoid Going Broke in Retirement
Cheryl, a CPA, discusses strategies for managing a seven-figure retirement portfolio, emphasizing that significant savings still require active financial planning.
New ETFs Are Launching Fast. Proceed With Caution
Morningstar’s Dan Satiroff discusses the rapid expansion of ETFs, warning against complex, derivative-heavy funds like leveraged and inverse products due to hidden costs and volatility decay.
Why Playing It Safe in Retirement Can Backfire
Host Ivana Hampton interviews Morningstar behavioral scientist Dr.
Why Do Active Funds Lag Even With Winning Picks?
Morningstar’s Jeff Patak reveals that a hypothetical "do-nothing" portfolio of top active funds’ holdings outperformed both the managers and the index over a decade.
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