Make These Investing Moves Now for a Better Tax Day in 2025

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 ballot.Tesla Appears It’s Focusing on ProfitsJPMorgan Chase Keeps Outlook SteadyClimate Change Resolutions During Proxy-Voting SeasonTax-Efficient Investing: 4 Moves to Make NowRead about topics from this episode. Tesla: Staff Reduction Confirms Our View of Focus on Profits In 2024JPMorgan Earnings: Bumper Profits Driven by Strong Net Interest Income and Trading Revenue4 Climate Votes That Matter in This Year’s Proxy-Voting SeasonWhat to watch from Morningstar.3 Cheap Stocks to Watch in the Fight Over Sports StreamingHow to Find a Great Dividend FundThe 4% Retirement Rule is Just a Starting PointNew Dividend Stocks: Can Meta and Salesforce Help Revive the Classic Strategy?Read what our team is writing:Ivanna HamptonJackie CookSheryl Rowling Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.