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Investing Insights — 206 episodes
AI ETFs Are on the Rise. Are They Worth the Risk?
Don’t Leave Tax Savings on the Table: How to Conduct a Midyear IRA Checkup
What Investors Should Watch for in the Second Half of 2026
Dividend Investing: How to Find the Right Balance Between Income and Growth
Are Mutual Funds Becoming Obsolete?
Brace Your Portfolio for Mega-IPOs
The Portfolio That Has Been Beating the Classic 60/40, and Why It Matters for You
The Best Opportunities for Fund Investors Today
Will Vacation Inflation Affect Your Summer Travel? Here’s What to Know
Bond ETF Flows Just Flipped. Here's What It Means for You
How Big Tech's Bond Spree and Rising US Debt Are Creating Risks and Opportunities
10 Exceptional Stocks With Double-Digit Dividend Raises
Investors May Be Ignoring Big Market Disruptions. Is There Risk to the Rebuff?
Vanguard Wrote the Playbook for Success. Now, It Must Evolve to Stay on Top
Vanguard Is Entering a New Era. Can It Keep Winning for Another 50 Years?
These 8 Funds Could Help Steady Portfolios During Rough Markets
Why Bond Funds Benefit from Active Management
These Top Tech Stocks Can Stand Up to AI Risks
2 Cautionary Tales from Private Equity and Private Credit Markets
Are You Ready for Tax Day? Here’s What You Need to Know Before You File
Avoid This IRA Distribution Error to Protect Your Retirement Cash
Elevate Your 60/40 Portfolio With These Simple Tweaks
Why REIT ETFs Still Work as Real Estate Slumps
How to Make the Most of Your IRA in 2026
3 Winners and 3 Losers from Emerging-Market Funds’ Big Rally
How New Retirees Can Spend More Without Risking Their Savings
Beyond AI: Are Quantum Stocks the Next Big Thing in Tech Investing?
How to Generate Steady Income in 2026
The Market Is All in on the Magnificent Seven. Where Should Investors Look Next?
9 Top ETFs for Income Investors That Stood Out in 2025
Where to Invest in 2026 After This Year’s Market Volatility
Why Betting Against Nvidia in the AI Arms Race Could Be a Mistake
Here’s What Your Retirement Spending Rate Should Be in 2026
How ETFs Help You Cut Your Tax Bill
Tax-Loss Harvesting Isn’t Just for Downturns. Here’s Why
Bond ETFs Are Surging in Popularity in 2025. Here Are 5 of the Best
Investors Still Need to Mind the Gap in Their Funds’ Returns
The US Dollar Is Weak. Is Your Portfolio at Risk?
2025’s Winners and Losers, from Gold to Small Cap Stocks to the 60/40 Portfolio
The Stock Market Is Ultraconcentrated, and It Could Get Worse. Here’s How to Manage the Risks.
New Crypto ETFs Are Coming. Here's How Investors Can Prepare
How Inflation, AI, and Budget Battles Will Shape the Stock Market in Q4
Is Your Dividend Income at Risk? Here’s How to Spot Dividend Traps
Should You Hold Cash Investments After the Fed Cuts Interest Rates?
What You Need to Know Before Choosing a Stock ETF
Investing in AI? Here Are 6 Undervalued Stocks for Buy-and-Hold Investors
Do Dividend Stocks Benefit From Non-US Revenue?
This Classic Investment Strategy Is Still Alive in 2025
These 16 Standout Funds Are Making Big Bets. Do They Fit in Your Investment Portfolio?
Market Volatility: Investors Are Seeking Safety in Gold ETFs. Is It Working?
Why Bonds Belong in Your Diversified Portfolio (Even Now)
Covered-Call ETFs Are Booming. But Not All Yield Is Good
This Dividend Investing Strategy Deserves a Second Look
Market Volatility: Is Your Investment Portfolio Ready for a US-EU Trade Deal?
Market Volatility: 4 Key Factors to Track in Q3 2025
Is the International Outlook Brighter Than the US?
Digital Advice in 2025: What You Need to Know About Robo-Advisors
Demystifying Private Equity and Private Credit ETFs: What Every Investor Should Know
Market Volatility: Portfolio Diversification Is Winning in 2025
13 Elite Companies With Fast-Growing Dividends
Market Volatility: The Stock Strategies That Are Paying Off in 2025
Worried About Inflation? What to Know Before Buying TIPS ETFs
Market Volatility: The Trade Deals That Could Calm Wall Street
Berkshire Hathaway's Annual Meeting Could Reveal Its Future Plans. Here's What We're Watching For.
Retirees: Here's How to Tweak the 4% Rule to Protect Your Nest Egg
Market Volatility: Which Investments Will Protect Your Portfolio in a Recession?
Market Volatility: What Lies Ahead in Trump's Trade War
Market Volatility: What to Watch in Q2 After Big Swings in Q1
Does It Pay to Copy Congress' Stock Trades?
Can Healthcare Stocks Keep Outperforming the Market?
Worried About a Market Sell-Off? These 10 Funds Reduce Portfolio Risk
Gray Divorce: How to Avoid Triggering a Costly Tax Bill
Why the Bond Market Looks Brighter Than It Did in 2022
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
Introducing The Morning Filter
Why Inflation Still Poses a Risk to Stocks and Bonds in 2025
Active ETFs vs Mutual Funds: What to Know Before Picking a New Fund
It's Getting Easier to Invest in Private Assets. What Does That Mean for Investors?
Where Investors Can Find the Highest Bond Yields in 2025
How the Fed's Surprise Outlook Adds to Market Uncertainty for 2025
How to Diversify Your Portfolio to Handle a Market Correction
What Higher Bond Yields Mean for Markets in 2025
Yes, You Can Still Find Tax-Loss Harvesting Opportunities in 2024
What You’re Getting Wrong About Dividend Investing
A Simpler Medicare Part D Is Coming. Here's How It Could Save You Money
A Better Way to Use Leverage in Your ETF Portfolio
How to Retire: Understand and Plan for Long-Term Care
Apple Earnings Are on Deck. Will Apple Intelligence Help Drive iPhone Sales?
How to Retire: Prioritize Tax Planning in Retirement
Is Your Portfolio Built to Withstand a Market Rotation?
How to Retire: Transition from Saving to Spending
Inherited IRA Rules: What You Need to Know Before 2025
How to Retire: Consider a Retirement Bucket Portfolio Strategy
How to Find the Best Health Savings Account
How to Retire: Know What ‘Enough’ Means in Retirement
How GLP-1 Drugs Like Ozempic Are Boosting Biopharma Stocks
How to Retire: Stay Flexible with Your Retirement Spending
Is the Fed’s Plan to Avoid a Recession Working?
How to Retire: Understand the Role of Working Longer
Don't Overlook These Crucial Parts of Your Retirement Plan
Boating Season Is Over, but Don't Overlook These Recreational Vehicle Stocks
5 Ways to Improve America’s Retirement Savings
Mutual Funds Turn 100. Can Investors Still Count on Them?
Too Many Investment Accounts? Here’s How to Reduce the Clutter
Now’s the Time to Diversify Beyond Magnificent Seven Stocks
3 Asset Classes That Could Raise Your Portfolio’s Risk Level
Why Picking Top Stocks Is Not Enough
Is There a New Leader in the AI Race?
BOXX ETF: Cash-Like Returns Without the Tax Bill
Active ETFs- What Investors Need to Know
What a Strong Economy Now Means for the Rest of 2024
4 Reasons Why the Stock Market Has Delivered Impressive Performance
Why More Diversification Doesn’t Mean Better Returns
Invest in SpaceX Alongside Elon Musk? Why This Closed-End Fund Is Not Worth the Ride
Maximize Credit Card Points for Better Trips and Rewards
Inherited IRA Investors Get Another Break, but the Clock Is Ticking on RMDs
Short-Term Market Volatility Could Provide Long-Term Investing Opportunities
Magnificent Seven Stocks: What’s Going on With Apple, Tesla, and Alphabet?
Covered Call and Buffer ETFs: Do the Pros Outweigh the Cons?
Make These Investing Moves Now for a Better Tax Day in 2025
3 Cheap Stocks to Watch in the Fight Over Sports Streaming
How to Find a Great Dividend Fund
The 4% Retirement Rule is Just a Starting Point
New Dividend Stocks: Can Meta and Salesforce Help Revive the Classic Strategy?
Self-Made Millionaire Tori Dunlap Embraces Mission to Make Women Rich
What’s Surprising Some Retirees About Their Social Security Benefits?
SPY Vs VOO: Which of Warren Buffett’s Two ETFs Are a Better Bet?
How to Get the Most Out of Your Bond Investments
Walmart Stock Split and Earnings Are Coming Up. What to Expect.
Should You Bet on Online Gambling Stocks Now?
When Will the Fed Finally Cut Rates?
Could Company 401(k)s Go the Way of IBM?
Why Now Is the Time for Value Investing
AI Can Help Restaurants Innovate, But Will It Deliver Profits?
Betting Big on Stocks Rarely Beats Boring Investing
5 Pieces of Good News for Investors as 2023 Wraps Up
Charlie Munger, Warren Buffett Built Berkshire Hathaway to Thrive After They’re Gone
Why are Active ETFs Everywhere, and Are Investors Abandoning Mutual Funds?
Timing the Market Doesn’t Work — We Did the Math
Make the Most of Your HSA Benefits and Investments in 2024
Headwinds Hold Airlines Back, But Check Out These Travel Stocks for the Holidays
Higher Bond Yields and Interest Rates Are Here to Stay
New iShares Target-Date ETFs Provide Different Retirement Saving Path
5 Scary Stocks for You to Avoid This Halloween
Navigating Medicare Open Enrollment for 2024
Falling Mutual Fund and ETF Fees a ‘Big Win for Investors’
TikTok: Risky Tax Advice and Supersize Valuations
Payment Pause Ends: Student Loan Expert Shares Repayment Tips
UAW Strike Raises Investor Risks
3 of the Best Robo-Advisors, and One of the Worst
Stocks to Consider as the U.S. Pushes to Reclassify Cannabis
From “Ripped Off” to a “Better Deal” – How Investors Fared Since the Market-Timing Scandal
Economy Outshines ‘Uneventful Earnings’
Microsoft Bets Big on AI: What Investors Should Know, Part Two
Microsoft Bets Big on AI: What Investors Should Know, Part One
Interest-Rate Forecast: What’s Next?
What To Do With Your Cash Right Now
Nasdaq 100 Rebalance: What It Means for Your Portfolio
Hiring a Financial Advisor? Honesty Counts (With Yourself, Too)
Firing Your Financial Advisor? When To Stay, When To Go
Spot Hidden Crypto Stocks and Funds in Your Portfolio
Midyear Market News: 'Unusual' Stock Rally and Today’s Sticky Inflation
Turning a ‘Hard No’ Into Financial Freedom
Gain From the Weight-Loss Trend With These Stocks
Double Trouble: How the Dot-Com and Tech Bubbles Compare
What to Do as Recession Fears Grip Investors
Just Where’s the U.S. Economy Headed?
Active ETFs Take Off –– 3 Ideas for Investors
Berkshire Hathaway: 4 Questions and 5 Cheap Stocks
Morningstar Investment Conference: Recession Risks and the Markets
Planning to Retire Soon? Flexibility and Spending Count
Where Can the Automotive Industry Go From Here?: Part Two
Where Can the Automotive Industry Go From Here?: Part One
How Do Vanguard’s Target-Date Funds Stack Up?
Why the Nasdaq 100 Isn’t a Particularly Good Investment
Why the Banking Crisis Is a Big Deal
Where to Invest: Stocks or CDs?
Is Berkshire Hathaway Stock a Buy After Rocky Results?
Should You Fund Your 401(k) First or Your IRA?
With IRA Deadline Looming, Don't Make These Mistakes
Could Meta Make a Comeback?
How Secure Act 2.0 Changes RMD Rules
Should You Buy a House Right Now?
Big Banks Bracing for a Recession
Create a New Financial Plan for the New Year: Part 2
Create a New Financial Plan For the New Year: Part 1
Stock and Bond Markets’ Wild Ride in 2022
RMD Sticker Shock? How to Ease Your Tax Burden
Top Retail Stocks on Sale This Holiday Season
Should You Buy Dividend Stocks in a Recession?
Retiring Soon? Make Sure to Check Your Asset Allocation
Rising Interest Rates Make Bond Ladder ETFs More Appealing
Cheap Stocks For You to Consider
What to Buy or Skip: I Bonds, Apple, Amazon, or Meta
Buy an Annuity Now? And How to Spot Financial Tricks Online
Where to Park Your Cash and Find Recession-Resistant Stocks
Markets are Undervalued, and We Highlight Some Cheap Stocks!
We Examine Tesla's Stock and the Risks of a Strong Dollar
When's the Best Time for a Roth IRA Conversion?
Will Investors Ready, Set, Go for the Porsche IPO?
High Inflation Shifts Focus to the Expected Federal Reserve Interest-Rate Hike
New iPhone Can't Make Apple's Stock Shine
Beware of Buying Low in a Bear Market