Gray Divorce: How to Avoid Triggering a Costly Tax Bill
Sheryl Rowling, editorial director for financial advice at Morningstar Inc, discusses the financial and tax issues that could come up during and after a gray divorce.Limiting the Financial Impact of a Gray DivorceHow to Budget After DivorceWhat to Do if There’s a Budget Shortfall Social Security Divorce BenefitsGray Divorce Near RetirementWill a New Tax-Filing Status Result in Higher Taxes? How to Fairly Split Assets in Divorce How to Avoid Tax Penalties When Dividing Retirement AccountsPros and Cons of Keeping the Family HomeSelling the House and Downsizing After DivorceWhy Hire Professionals to Help with a Gray Divorce Read about topics from this episode. Gray Divorce: 10 Financial and Tax Issues You Must Know After 50Maybe You Shouldn’t Delay Taking Your Social Security Benefits After AllSix Retirement Withdrawal Strategies That Stretch Savings6 Retirement Financial Myths to AvoidWhat You Need to Know About Capital Gains DistributionsHow to Choose a Financial Advisor What to watch from Morningstar. Why the Bond Market Looks Brighter Than It Did in 2022Where to Find Bargain Stocks in an Expensive Market These 4 Dividend ETFs Strike the Right Balance for Income Investors Vanguard Fee Cuts May Be Small, But They’re a Win For Investors Read what our team is writing:Sheryl RowlingIvanna Hampton Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/
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15:26
Why the Bond Market Looks Brighter Than It Did in 2022
Dan Lefkovitz, strategist for Morningstar Indexes, talks about what he finds noteworthy in the bond market today. Philip Straehl, chief investment officer for the Americas for Morningstar Wealth, a part of registered investment adviser Morningstar Investment Management, explains why employees who own company stock should protect their total wealth.Bond Market in Q1 2025Why Did the 10-Year US Treasury Yield Go Up After 2024 Interest Rate Cuts Why Bond Investors Are Worried Following the US Presidential ElectionWhat’s the Bright Side for Bonds?The Importance of Portfolio DiversificationMorningstar’s 2025 Bond OutlookKey Takeaways on Portfolio DiversificationWhat’s New in the Markets?What Are Restricted Stock Units?Risks Associated with RSUsExamining RSU Risk Through Portfolio PersonalizationUnderstanding Concentration Risk’s Effect on Your Total WealthDo Separately Managed Accounts Offer Enough Personalization? How Should Investors Mitigate the Risk?How Do Your Financial Goals Play Into Diversifying Your Concentrated Portfolio?Do You Need a Financial Advisor to Diversify Your Portfolio?Key Takeaways on RSUs and Portfolio Personalization Read about topics from this episode. Experts Forecast Stock and Bond Returns: 2025 EditionWhat Higher Inflation Means for Stock/Bond Correlations10 Financial Rules of Thumb You Don’t Have to FollowDo as I Say (Not as I Do)Bonds Might Be Losing Money, but There Is a Bright Side8 Top-Performing High Yield Bond FundsStocks and Bonds Stumble on Hot Jobs Report. Are Markets in Trouble, or Is It Just Noise?How to Make Sure Your Personalized Portfolio Doesn’t BackfireShould Your Clients’ Stock Portfolios Consider Their Careers? What to watch from Morningstar.Where to Find Bargain Stocks in an Expensive Market These 4 Dividend ETFs Strike the Right Balance for Income Investors Vanguard Fee Cuts May Be Small, But They’re a Win For Investors How Inflation, Tariffs, and More Could Impact Your Finances in 2025 Read what our team is writing:Dan LefkovitzPhilip StraehlIvanna Hampton Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/
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22:04
Where to Find Bargain Stocks in an Expensive Market
David Harrell, editor of Morningstar’s StockInvestor newsletter, investigated stock valuation trends from a watchlist with 120 names across the market. He reveals which stocks are relative bargains. The Evolution of the Morningstar Style BoxWhat Is the Value-Growth Score for Stocks?Why Investors Should Look Deeper Than Overall Market TrendsInvestigating Stock Valuation Trends on the Tortoise and Hare WatchlistSmall-Cap Stock FindingsAre There Any Mega-Cap Stocks on Morningstar StockInvestor’s Watchlist? Which Stocks Earned the Minimum Value-Growth Score?Which Stocks Earned the Maximum Value-Growth Score? What's next is now at the Morningstar Investment Conference. Register now to get to the source for cutting-edge research, expert insights, and thorough analysis.https://www.morningstar.com/business/events/morningstar-investment-conference?refid=investinginRead about topics from this episode. Subscribe to the StockInvestor Newsletter3 Top Value Stocks to Buy and Hold for 202511 Newly Overvalued StocksTop 15 Value-Creating Stocks of the Past DecadeWeekly Market Update: Stocks Rise 1.35% as Tech Sector GainsJohn Rekenthaler: ‘The House Is With You When You’re Investing’Market Barometer What to watch from Morningstar.These 4 Dividend ETFs Strike the Right Balance for Income InvestorsVanguard Fee Cuts May Be Small, But They’re a Win For InvestorsHow Inflation, Tariffs, and More Could Impact Your Finances in 2025Why Inflation Still Poses a Risk to Stocks and Bonds in 2025 Read what our team is writing:David HarrellIvanna Hampton Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/
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12:15
These 4 Dividend ETFs Strike the Right Balance for Income Investors
Bryan Armour, director of passive strategies research for North America for Morningstar Research Services, explains how dividend income and dividend growth strategies work. He also discusses why four dividend ETFs from Vanguard and Schwab earn top marks.Comparing Income and Growth Dividend ETF StrategiesBlindspots in Dividend ETF InvestingAre Company Payouts Expected to Increase Over Time for Dividend Growth ETFs?Judging the Performance of Dividend ETF Strategies What is Factor Investing?Writing Your Factor Exposure Checklist for Dividend ETFsGold-Rated Dividend Growth ETFs from VanguardWhy is Vanguard’s Dividend Income Strategy Impressive?Why Schwab’s Dividend ETF Is Worthy of a Gold Rating What's next is now at the Morningstar Investment Conference. Register now to get to the source for cutting-edge research, expert insights, and thorough analysis.https://www.morningstar.com/business/events/morningstar-investment-conference?refid=investingin Read about topics from this episode. The Top High Dividend ETFs for Passive Income in 2025Is It Time to Reconsider Dividend Funds?How to Choose a Dividend FundHow to Maximize the Tax Efficiency of an ETF Portfolio3 Great US ETFs for 2025 and BeyondWhat to watch from Morningstar.Vanguard Fee Cuts May Be Small, But They’re a Win For InvestorsHow Inflation, Tariffs, and More Could Impact Your Finances in 2025Why Inflation Still Poses a Risk to Stocks and Bonds in 2025Active ETFs vs Mutual Funds: What to Know Before Picking a New Fund Read what our team is writing:Bryan ArmourIvanna Hampton Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/
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10:46
Vanguard Fee Cuts May Be Small, But They’re a Win For Investors
Dan Sotiroff, a senior manager research analyst for Morningstar, explains how lower fees on dozens of Vanguard investments will likely benefit both investors and the popular money manager. Plus, we hear from the hosts of our new podcast, The Morning Filter. David Sekera, Morningstar's chief US market strategist, and Susan Dziubinski, an investment specialist at Morningstar Inc., discuss how they cut through the noise of the stock market each week.Vanguard Fee Cuts 2025Why Is Vanguard Cutting Fees Now?6 Noteworthy Vanguard Funds and ETFs With Cheaper Expense Ratios Vanguard Signals to Investors to Consider Bond FundsIs Vanguard’s New CEO Putting Pressure on BlackRock to Lower Fees?Has the “Race to the Bottom” of Cheaper Fund Fees Started Again?What Lower Fund Fees Mean for Vanguard Investors in the Long TermHow Vanguard Can Keep and Grow Their Customer BaseWhat’s New in the MarketsIntroducing The Morning Filter PodcastHow The Morning Filter Brings Unique Insights to ListenersWhat to Expect from The Morning Filter’s Weekly Analysis of Stock Picks and Pans MarketOutlook 2025: What Investors Can Expect How Investors and Advisors Learn from The Morning FilterWhat's next is now at the Morningstar Investment Conference. Register now to get to the source for cutting-edge research, expert insights, and thorough analysis.https://www.morningstar.com/business/events/morningstar-investment-conference?refid=investinginRead about topics from this episode. Vanguard Cuts Fees on Nearly 90 Funds and ETFsVanguard in 2025: What Investors Need to KnowSubscribe to The Morning Filter on Apple podcasts, or wherever you stream podcasts.3 Stocks to Buy Before They Bounce Back What to watch from Morningstar.How Inflation, Tariffs, and More Could Impact Your Finances in 2025Why Inflation Still Poses a Risk to Stocks and Bonds in 2025Active ETFs vs Mutual Funds: What to Know Before Picking a New FundIt's Getting Easier to Invest in Private Assets. What Does That Mean for Investors? Read what our team is writing:Daniel SotiroffDavid SekeraSusan DziubinskiIvanna Hampton Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/
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