In today’s episode, Jack Shannon, equities strategies senior analyst for Morningstar Research Services, talks about why active fund managers seemed to repeat the same mistakes.Why did you decide to analyze these two investing periods?Examples of the market chasing companies pursuing growth at any cost What do you think drove active fund managers to snap up growth stocks as valuations skyrocketed?How can individual investors spot a bubble?Tech Bubble damageWhat surprised you when you compared the Dot-Com and Tech Bubbles?How did the interest rate environments play a role?  Read about topics from this episode.  For Growth Managers, History Repeats ItselfWant to Invest Successfully? Quit Trying to Make Sense of It  What to watch from Morningstar.What to Do as Recession Fears Grip InvestorsJust Where’s the U.S. Economy Headed?Active ETFs Take Off –– 3 Ideas for InvestorsBerkshire Hathaway: 4 Questions and 5 Cheap Stocks  Read what our team is writing:Ivanna HamptonJack Shannon Follow us on social media.Ivanna Hampton on Twitter: @IvannaHamptonFacebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/

In today’s episode, Mark Miller, a Morningstar contributor, and author of “Retirement Reboot,” discusses the debate over whether HSAs are the right path to expand affordable healthcare.Home Depot Gets HitInvestors Should Wait on TargetWalmart Wows in Economic Environment  Shopping for a 529 Plan?HSA Boost in 2024New HSA ContributionsHSAs May Work Best as Tax SheltersUsing HSAs in New WaysPaths to Healthcare CoverageHow To Recession-Proof Your Portfolio Read about topics from this episode.  Walmart Earnings: Solid Sales as Chain Benefits from Consumers’ Focus on ValueTarget Earnings: Theft, Mix Weigh on Earnings, but Distribution Improvements Should Help in Long TermHome Depot Earnings: Tough Macro Environment Weighs on Sales Momentum529 Tax Benefits: How Does Your State Stack Up?HSAs May Work Best as Tax SheltersWhat’s the Best-Performing Asset Type During a Recession? What to watch from Morningstar.Just Where’s the U.S. Economy Headed? Active ETFs Take Off –– 3 Ideas for InvestorsBerkshire Hathaway: 4 Questions and 5 Cheap StocksMorningstar Investment Conference: Recession Risks and the Markets  Read what our team is writing:Ivanna HamptonMark MillerChristine Benz Susan Dziubinski  Follow us on social media.Ivanna Hampton on Twitter: @IvannaHamptonFacebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/ 

In today’s episode, Preston Caldwell, senior U.S. economist for Morningstar Research Services, discusses the U.S. debt ceiling, banking sector crisis, and strong jobs market.IntroductionDisney’s Disappointing Fiscal Q2 PayPal Strong Start to 2023Shopify’s Stellar Quarter Talk about where it looks like inflation is headed.  -What are your thoughts on whether we're headed toward an 11th interest rate hike or a pause?What's happening in the jobs market?What is the debt ceiling and how does it work?Are there any other areas that people should be looking out for if debt default were to happen?What kind of fallout will recent bank failures have on the economy?3 Inflation-Fighting ETFsRead about topics from this episode.  Disney Earnings: Smaller Streaming Losses Are Nice, but Subscriber Growth Needs ReinvigoratingPayPal Earnings: Growth Picks Up, Strong Margin ImprovementShopify Earnings: Strong Results as Revenue and Profitability Top ExpectationsFed’s Powell Hints at—but Doesn’t Commit to—a Pause After the Latest Rate HikeWhen Will the Fed Start Cutting Interest Rates?What Will the Upcoming GDP Report Show About the U.S. Economy? What to watch from Morningstar.Active ETFs Take Off –– 3 Ideas for InvestorsBerkshire Hathaway: 4 Questions and 5 Cheap StocksMorningstar Investment Conference: Recession Risks and the MarketsPlanning to Retire Soon? Flexibility and Spending Count Read what our team is writing:Ivanna HamptonPreston CaldwellDaniel Sotiroff Follow us on social media.Ivanna Hampton on Twitter: @IvannaHamptonFacebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/

In today’s episode, Bryan Armour, director of passive strategies research for North America for Morningstar Research Services, discusses what costs can tell investors about a fund’s success.IntroductionApple outperforms in iPhone and servicesSoFi Technolgies benefit from more deposits and rising interest ratesFord's first-quarter earnings beat estimatesCoinbase’s losses narrowThe Active ETF boom & 3 investment ideasBest Practices for Tax-Efficient Portfolio Management Read about topics from this episode. Apple Earnings: Hardware Headwinds Look Ominous; Stock Overvalued Versus $150 Fair Value EstimateSoFi Earnings: Deposit Growth Drives Net Interest Income Higher, but Growth Slows SequentiallyFord Earnings: Strong Year-Over-Year Improvement and a Cash-Rich Balance Sheet Are Good to SeeReducing Fair Value Estimate for CoinbaseThe New Frontier of Active InvestingMichael Kitces: How Higher Yields Affect Asset Allocation and Retirement Planning What to watch from Morningstar.Berkshire Hathaway: 4 Questions and 5 Cheap StocksMorningstar Investment Conference: Recession Risks and the MarketsPlanning to Retire Soon? Flexibility and Spending CountWhere Can the Automotive Industry Go From Here?: Part Two  Read what our team is writing:Ivanna HamptonBryan Armour Follow us on social media.Ivanna Hampton on Twitter: @IvannaHamptonFacebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/  

In today’s episode, Gregg Warren, a senior stock analyst for Morningstar Research Services, talks about Berkshire’s excess cash and whether the firm’s class B stock is a buy. Timestamps:Facebook and Instagram parent Meta has reported first-quarter growth.Microsoft reported a strong fiscal third quarterE-commerce and advertising growth drove Amazon's first-quarter results.Southwest Airlines’ first quarter results arrived as expected.Berkshire Hathaways' annual meetingsWhat are you listening for at this weekend's meeting?Charlie Munger issued a warning about commercial property loans Do you see Munger and Buffett doing something during this banking crisis?What has Warren Buffet done during past recessions and what can investors learn from him?Berkshire Hathaway stocks offer two types, Class A and Class B. What are the similarities and what are the differences?What are a few stocks in Berkshire's portfolio that Morningstar considers undervalued?4 Great Dividend Funds Read about topics from this episode.  Meta Earnings: Reels Monetization Becoming a Reality While Network Effect Remains IntactMicrosoft Earnings: All-Around Strength, Including Azure, Demonstrates ResiliencyAmazon Earnings: E-Commerce and Advertising Drive Good Quarter While AWS Decelerates FurtherSouthwest Airlines Earnings: Pivots Some Capacity and Takes Unit Cost Hit, Most of It Is TemporaryIs Berkshire Hathaway Stock a Buy Today?10 Questions for Berkshire Hathaway’s 2023 Annual Meeting What to watch from Morningstar.Morningstar Investment Conference: Recession Risks and the MarketsPlanning to Retire Soon? Flexibility and Spending CountWhere Can the Automotive Industry Go From Here?: Part TwoWhere Can the Automotive Industry Go From Here?: Part One  Read what our team is writing:Ivanna HamptonGreggory Warren  Follow us on social media.Ivanna Hampton on Twitter: @IvannaHamptonFacebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/