Morningstar, Inc. @MorningstarInc
We are a leading provider of independent investment research. Our mission is to empower investor success. morningstar.com Worldwide Joined October 2008-
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An important reminder from John Rekenthaler: Investment lunches are usually not free. spr.ly/6019bvHJ1
This week on Investing Insights, find out: spr.ly/6011bvGQf ❓ When does a Roth make sense for an investor? ❓ Is it possible to combat lifestyle creep and up your savings? ❓ What are Buffer ETFs, and how do they work?
The stocks of these high-quality companies with large market capitalizations look undervalued today. spr.ly/6015bvHBl
The best part about #FinancialLiteracyMonth: There's something for every investor to learn. Take our research on withdrawal rates for example. Our annual study suggests that new retirees can spend more from their portfolios. spr.ly/6016bv8Um
Pick your #retirement cash flow solution: Bucketing or annuities? @christine_benz tells us what the real key is to finding "the best" solution. spr.ly/6017bv8DZ
A new type of target-date fund might make generating retirement income a little easier. spr.ly/6017bvBAW
The waiver for certain beneficiaries subject to the 10-year rule has been extended to 2024. @ApplebyIRA tells us everything we need to know. spr.ly/6017bqJ71
Don't get caught up in the recency bias over US large-growth stocks. @larryswedroe takes a closer look at the implications for expected returns. spr.ly/6013bqJiz
In the latest episode of Big Picture in Practice, PIMCO's executive vice president of global wealth alternatives, Christian Clayton, dissects the diversification opportunities of interval funds. Learn more: spr.ly/6016bQK64
Investors pulled a record $8.7 billion from US #sustainablefunds in Q1. Although the motivations behind outflows cannot be perfectly quantified, many factors are in play, such as high #interestrates and greenwashing concerns. Get the full recap 👇 spr.ly/6015bqJzx
Ian Bremmer, founder of Eurasia Group and #MICUS keynote speaker, shared his views with Bloomberg about the US-China dynamic in the near term. Get his insights live by registering today: spr.ly/6010bQKLy
Congratulations to #ByAllAccounts for securing a spot in @Fintech_Global's prestigious sixth annual #WealthTech100 list! This recognition showcases companies at the forefront of transforming wealth and #AssetManagement worldwide. spr.ly/6016bUGRr #MorningstarWealth
Undervalued by 27%, this high-yield stock looks extremely attractive. spr.ly/6015bqyxb
Small caps are unloved, but that could make them a good opportunity for investors. spr.ly/6019bqylc
If you’re still getting health insurance through your employer at 65, does it make sense to move to Medicare? @RetireRevised tells us when to enroll, how to avoid late penalties, and more. spr.ly/6010bYoS2
"If you want real risk, get married, and if you want more risk, have children." This behavioral finance expert talks about the connection between financial well-being and life well-being, the role of social comparisons, and more on The Long View. spr.ly/6017bYU8J
BlackRock’s newly launched BlackRock LifePath Paycheck target-date series includes an annuity as part of the glide path. Is this the solution retirees are looking for? How did we get here? A look at the imperfect history of retirement-income solutions: spr.ly/6015bYoUD
Find out which Morningstar Medalists have gone from great to simply good. spr.ly/6014bYogC
Most readers are probably familiar with the basic math behind interest rates and bond prices: When interest rates go up, bond prices go down. @AmyCArnott1 takes a closer look at this relationship and the effect it can have on a portfolio. spr.ly/6011bYoXt
Christine Benz @christine_benz
32K Followers 1K Following Director of personal finance and retirement planning for Morningstar + co-host of The Long View podcast. Serving up practical financial guidance for the people.
MichaelKitces @MichaelKitces
86K Followers 483 Following One nerd’s perspective on the financial planning world… CFP, #LifelongLearner, Entrepreneur-In-Denial, Advisor #FinTech, & publisher of the Nerd’s Eye View blog
Jeff "The Buckinghamm.. @CPAPlanner
27K Followers 628 Following "Lead Fin Plan Nerd", https://t.co/mQhLEvNLAj | Chief Planning Officer, Buckingham Wealth Partners | Relentless learner/educator | Dad x 3 + husband | Opinions are my own
Rick Ferri, CFA @Rick_Ferri
27K Followers 615 Following Author of several index fund, ETF, and asset allocation books; "Bogleheads on Investing” podcast host; by-the-hour advice; retired Marine fighter pilot.
The Motley Fool @themotleyfool
867K Followers 4K Following Making the world smarter, happier, and richer through free and premium investing guidance.
Ben Johnson, CFA @MstarBenJohnson
20K Followers 572 Following Head of Client Solutions, Asset Management, Morningstar. "All I know is that I don't know nothing. And that's fine." Opinions mine.
Brian Portnoy @brianportnoy
18K Followers 1K Following I help people understand and achieve funded contentment. Check out @shapingwealth and The Geometry of Wealth https://t.co/isZiO9kaRC. Not Dave's cousin.
Investopedia @Investopedia
183K Followers 484 Following The #1 financial dictionary since 1999, plus markets news, trading simulator, and expert analysis. Get smart. Stay smart. Grow your money. We'll show you how.
Callie Cox @callieabost
32K Followers 3K Following 🤓 Market nerd in the streets 🐥 Data junkie millennial in the tweets 😴 On a sabbatical atm 🐏 Always a #GDTBATH 👉 Views my own, not investment advice
Sonya Dreizler @SonyaDreizler
9K Followers 3K Following Stronger than I look | Co-founder @hellochoir (join us!) | Speaker | Author | Board @foodwise | She/Her
Nate Geraci @NateGeraci
32K Followers 435 Following President @ETFStore, Host @ETFPrime, Co-Founder @ETF_Institute
Larry Swedroe @larryswedroe
18K Followers 183 Following My life's mission is to educate people about the right way to invest. Head of financial and economic research at Buckingham Wealth Partners. Opinions are mine.
WealthManagement.com @wealth_mgmt
58K Followers 3K Following https://t.co/axJ523fsPZ is the digital resource of all things wealth management for financial advisors and estate planning professionals.
Wes Gray 🇺🇸 @alphaarchitect
47K Followers 4K Following Marine. Ph.D. Dad x3. Blog/Education/Indexes/Tools: https://t.co/uYiYwqvK7J ETFs: https://t.co/D8FDBnV76Z White Label ETFs: https://t.co/gGlhaJsd2B Grateful: #USMC #MFTF
Jess Bost, CFP® @lady__bost
8K Followers 4K Following 🗣 = BOSS+T // VP Strategic Partnerships @AlphaArchitect // CrossFit L2 Coach & Olympic Weightlifter 🏋🏻♀️
Brendan Frazier @jbrendanfrazier
6K Followers 1K Following Chief Behavioral Officer at @RFGAdvisory | Host of The Human Side of Money Podcast | Building a community of advisors mastering the human side of advice
Larry Sprung, CFP® @Lawrence_Sprung
5K Followers 4K Following What did you do today that brought you joy?® 🎙Host @MitlinMoney 💰Founder Wealth Advisor @MitlinFinancial 🏆 @Investopedia 2022 Top Ten ❤️ @denisesprung 🏒 Dad
Tyrone V. Ross Jr. @TR401
23K Followers 2K Following CEO & Co-Founder @TurnqeyLabs • President and Founder @401Financial
CFA Institute @CFAinstitute
362K Followers 1K Following Finance needs a new perspective. CFA Institute is the premier global association for investment management professionals.
Leslie A. Marshall @LeslieAMarshall
6K Followers 4K Following CMO @MesmeriseGroup | Immediate Past President @ChicagoAMA | 👑 Queen of Calm 🌱 📚 📸 🦁 🌎 🙏🏻 🦄 👩🏻🎨
gil949 @gil949
79 Followers 559 Following
Jan Machill @Janchill11662
0 Followers 10 Following
Bill @Bill38566637
145 Followers 376 Following MBA. Investment Manager. Brown Immigrant. End Fed & 2-party system. Referendum Govt.
Kaden Turner @kaden_turn72865
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Yasser @Yasser_smj
162 Followers 4K Following
Ritika @ritikau7
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Alejandro Bradshaw @AlejandroB63189
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Adebayo Emmanuel @AEmmanuel602
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calvin @ccxde
132 Followers 3K Following
Crypto.js01 @CryptoJs01
124 Followers 814 Following
Sujit mishra @Sujitmishr83772
1 Followers 12 Following
Nicholas Solomon erha.. @NIKOSAUNIVERSAL
55 Followers 685 Following dark,tall,very interesting person to be with and I am an engineer
ftsov_beauty @FTSOVbeauty
0 Followers 0 Following
Daniel Marsh @DanielMars85677
0 Followers 8 Following Event partner agree coach level guess value. Sing democratic office.
iamunique7 @iamunique77bab
0 Followers 29 Following
Naichamr @Naichamr143308
8 Followers 123 Following
Lily T. Chantanakomes @chantanakomes
0 Followers 35 Following
stephenkayu @skcmankayu
0 Followers 17 Following
PewPewPaul @PewpewPaul
189 Followers 339 Following You gotta be insane to be sane, in a insane world! 🤡 🌎 Pure Blooded, Pro Gun, Pro Life, Anti Commie. The Lord is my Shepard, I shall not want!
Kennedy Kabengele @KennedyKab96647
36 Followers 205 Following
brian @brian1897252012
0 Followers 2 Following
Amit Sheth @Amit_Sheth
89 Followers 681 Following
Gabriel Alexander @Gabriel77789032
0 Followers 8 Following Room training oil nice past employee inside. This base sense. Health as dinner high.
Koby (Rookie) @koby10r
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Telesforo Pasoz Marin @telesforopasozm
149 Followers 934 Following
Sarfaraz Patel @SarfarazPa94766
15 Followers 293 Following
Arup @Arup1067680
5 Followers 156 Following INFP, Nature Lover, Philanthropist, AI Enthusiast, and Digital Artist. Fostering love, joy, and healing.
Justin Nichols @Jvstin_Nichols
39 Followers 73 Following
Jethro Isaiah Tv @JethroIsaiahTv
8 Followers 209 Following A minister of the Gospel with evidence of God's faithfulness
CARLOS ARANA @carlosaranaq
30 Followers 78 Following
Stokhold | Hold your .. @stokhold_invest
248 Followers 191 Following Do nothing, 🤖 AI investment copilot will guide you on the stock market 💰. Install the app and get ready for profit👇
Peter Cramblet @cramblet42
2 Followers 8 Following
Mriganabh rabha @MriganabhRabha
0 Followers 10 Following
edon fera @edonedon12
28 Followers 80 Following
LW @LW999L
0 Followers 51 Following
Michael "MJ" Mann @MJHawkeMann
0 Followers 4 Following
ABUBAKARI AMADU @ABUBAKARIA3889
4 Followers 64 Following OK. I'M A GREAT MAN FROM GHANA 🇬🇭 WHO'S HELPING PEOPLE IN THERM OF THEIR PROBLEMS LIKE CONTACT ME ON WhatsApp +233553795247 +233553795247 / +233553795247
Pritesh Mishra @priteshmishra_
0 Followers 11 Following
AWBATC @hollywood101477
698 Followers 4K Following A African American male age 46 that loves to travel
Christine Benz @christine_benz
32K Followers 1K Following Director of personal finance and retirement planning for Morningstar + co-host of The Long View podcast. Serving up practical financial guidance for the people.
MichaelKitces @MichaelKitces
86K Followers 483 Following One nerd’s perspective on the financial planning world… CFP, #LifelongLearner, Entrepreneur-In-Denial, Advisor #FinTech, & publisher of the Nerd’s Eye View blog
Barron's @barronsonline
330K Followers 37 Following The world's premier investing publication since 1921. For customer support, visit https://t.co/HkyUtq6BNr
Carl Richards @behaviorgap
54K Followers 712 Following Pay attention to money and your relationship with it will change.
Ben Johnson, CFA @MstarBenJohnson
20K Followers 572 Following Head of Client Solutions, Asset Management, Morningstar. "All I know is that I don't know nothing. And that's fine." Opinions mine.
Brian Portnoy @brianportnoy
18K Followers 1K Following I help people understand and achieve funded contentment. Check out @shapingwealth and The Geometry of Wealth https://t.co/isZiO9kaRC. Not Dave's cousin.
Sonya Dreizler @SonyaDreizler
9K Followers 3K Following Stronger than I look | Co-founder @hellochoir (join us!) | Speaker | Author | Board @foodwise | She/Her
Larry Swedroe @larryswedroe
18K Followers 183 Following My life's mission is to educate people about the right way to invest. Head of financial and economic research at Buckingham Wealth Partners. Opinions are mine.
WealthManagement.com @wealth_mgmt
58K Followers 3K Following https://t.co/axJ523fsPZ is the digital resource of all things wealth management for financial advisors and estate planning professionals.
Wes Gray 🇺🇸 @alphaarchitect
47K Followers 4K Following Marine. Ph.D. Dad x3. Blog/Education/Indexes/Tools: https://t.co/uYiYwqvK7J ETFs: https://t.co/D8FDBnV76Z White Label ETFs: https://t.co/gGlhaJsd2B Grateful: #USMC #MFTF
Jeffrey Ptak @syouth1
10K Followers 19 Following Dad, CFA, obsessive type. Morningstar Research Services.
Meg Bartelt, CFP®, R.. @MegBartelt
4K Followers 102 Following Financial planner. I help early/mid career women in tech build wealth through IPOs...and then protect and use that wealth once you "retire."
ThinkAdvisor @ThinkAdvisor
42K Followers 1K Following The destination for news, analysis, tools, and networking advisors need to stay informed and grow their businesses. ThinkAdvisor is an @ALMGlobal_ publication.
Tyrone V. Ross Jr. @TR401
23K Followers 2K Following CEO & Co-Founder @TurnqeyLabs • President and Founder @401Financial
CFA Institute @CFAinstitute
362K Followers 1K Following Finance needs a new perspective. CFA Institute is the premier global association for investment management professionals.
Leslie A. Marshall @LeslieAMarshall
6K Followers 4K Following CMO @MesmeriseGroup | Immediate Past President @ChicagoAMA | 👑 Queen of Calm 🌱 📚 📸 🦁 🌎 🙏🏻 🦄 👩🏻🎨
Sheryl Hickerson 🙋.. @BionicSocialite
9K Followers 6K Following CEO & Founder of @FemalesNFinance - a 5000+ member support network | Wife to @DarrellMobilePT | Mom of 6 | Grandma of 10 | I love my Aussiedoodle, Miss Mable 💕
Robin Powell @RobinJPowell
24K Followers 15K Following Journalist, producer and content marketing consultant, working to change financial services for the better 🇬🇧🇺🇸
Vanguard @Vanguard_Group
382K Followers 13 Following Together, we are 50 million Vanguard investors strong. Our mission is to take a stand for all investors. Community guidelines: https://t.co/f1Y5tHf9DQ
Shawna Ohm 🍉 @ShawnaOhm
5K Followers 2K Following Content marketing for financial firms @Content151. Made in Chicago. Forged in New York. Happiest in deserts. تحرر فلسطين 🇵🇸
Cinthia Murphy @MurphyCinthia
7K Followers 1K Following Research Director at @ETFThinkTank. Writer, reader, occasional musician, all the while missing the Brazilian sun. Views my own, not investment advice.
Amelia Garland @Garlandgoeswest
4K Followers 3K Following Smiling and storytelling. US Country Head @citywire
Samantha J. Subin @samantha_subin
2K Followers 953 Following Markets and investing @CNBC | Prev: @CNBCtech, @BostonGlobe | DM for signal
Keith Akre @KeithAkre
2K Followers 2K Following @StillmanBank Trust and Wealth Management, CFA, CFP®️, adjunct professor. Tweets on investing, books, higher ed, Chicago sports, & other random interests (Ākrē)
Money Life Show @MoneyLifeShow
3K Followers 499 Following Official Twitter feed for Money Life with @ChuckJaffe. Get details here on our interviews; shows via @iTunesPodcasts @Stitcher & https://t.co/kkd0GYQnSv
Impact Communications @ImpactMarComPR
187 Followers 410 Following Building brands and enhancing reputations in the financial services industry since 1993
Braindate @e180
5K Followers 2K Following A digital learning tool that fosters intentional conversations among people at events, communities, and organizations.
Will Schmitt @double_you_ess
4K Followers 1K Following Reporter at the @FT covering asset management and ETFs. Past: @citywire/@northbaynews/@springfieldnl/@comissourian
Rob Kozlowski @Kozlowski_PI
1K Followers 89 Following Senior Reporter for Pensions & Investments (https://t.co/oY3MpwjPyb). Email is rkozlowski @ https://t.co/oY3MpwjPyb
SMArtX Advisory Solut.. @SMArtXAdvisory
527 Followers 341 Following Award winning Unified Managed Accounts Investment Technology, powering SMArtX and enterprise TAMP platforms.
NAPFA @NAPFA
19K Followers 2K Following NAPFA is the leading association of Fee-Only financial advisors. Be sure to visit us at https://t.co/rgzyvhg5FB more insights on Fee-Only planning!
Matt Apkarian, CFA @MattAtCerulli
127 Followers 327 Following Trends in asset manager product & strategy innovation, advisor product use, and cryptocurrency. Associate Director, Product Development @ Cerulli Associates.
Evan Rapoport @evanrapp
858 Followers 835 Following Venture Partner @socialleverage Founder and board member, @smartxadvisory
Erin Arvedlund @erinarvedlund
5K Followers 1K Following Enterprise Editor, Pensions & Investments ([email protected]). Philadelphia Inquirer, Barron's/NYT alum and best-selling author.
Alfonzo Bruno @alfonzobruno1
67 Followers 289 Following Fixed Income PM/CFA Charterholder/Views are my own. Chicago sports. Forza Napoli.
Kevin Reed @ConnectWithReed
6K Followers 6K Following Head of Strategic Partnerships at Morningstar, Christ follower, traveler, sports nut. Views are my own.
Mario Gabelli @MarioGabelli
33K Followers 1 Following Official Mario Gabelli Twitter Page: Research-driven, value investing since 1977 --- Graham & Dodd + Buffett = Gabelli
Derek Notman @DerekNHNotman
1K Followers 3K Following Fixing our ❤️ with #Money @ Couplr AI | Loving Husband | REBL Dad | Dadpreneur | Dislike Ties | Love Flip Flops | Immigrant | ❤️🌎 Travel | @Delta Million Miler
Tony Bacarella @tbacarella33
176 Followers 80 Following CERTIFIED FINANCIAL PLANNER™ https://t.co/9twCycRrE0 Follows not to be considered endorsements; disclosures on website.
Seth Goldstein @SethGMStar1
1K Followers 139 Following Equity research in electric vehicles, lithium, chemicals, agriculture, and ESG • Opinions are my own • Views not those of employer
charlesfailla @charlesfailla1
40 Followers 136 Following Husband, dad, business owner. Enthusiast for all things outdoors, travel, animals and food. Founder of @SF_Group_Inc
NAPA - National Assoc.. @NAPA401K
3K Followers 1K Following Join our elite network of retirement sales and investment professionals. https://t.co/siwINGUpiU,
Jonny Swift @JonnySwiftIC
456 Followers 1K Following PR & Marketing pro in financial services industry. VP & Director of Social/Digital @ImpactMarComPR. Dad, husband, KC native, globetrotter, music lover/musician.
Craig Iskowitz @craigiskowitz
10K Followers 5K Following CEO of Ezra Group - Technology Strategy Consulting firm, Publisher of the WealthTech Today Blog & Podcast
Ivanna Hampton @ivannahampton
261 Followers 1K Following @MorningstarInc Investing Insights Podcast Host & Lead Multimedia Editor. Former @NBCChicago Content Producer. RTs are not endorsements. Opinions are my own.
rich & REGULAR @richandregular
7K Followers 2K Following Julien & Kiersten (xeets mostly by K 🥸) | authors of Cashing Out | the only thing better than being rich and famous is being rich & REGULAR
Dr. Preston D. Cherry.. @DrPrestonCherry
2K Followers 2K Following Founder @ConcurrentFP. Help affluent GenX build wealth to achieve financial freedom. @CNBC Advisor Council. Top 100 Advisor by @Investopedia. Tweets ≠ advice.
Lawrence H. Summers @LHSummers
326K Followers 706 Following Charles W. Eliot University Professor and President Emeritus at Harvard. Secretary of the Treasury for President Clinton and Director of NEC for President Obama
Stanford Center on Lo.. @LongevityCenter
8K Followers 213 Following Redesigning century-long lives with the #NewMapOfLife. Connect with us on LinkedIn, Facebook, and Instagram!
Wade Pfau @WadePfau
13K Followers 3K Following Founder of https://t.co/vd8YIGB1gl & https://t.co/oy0DmbshGe, Author of Retirement Planning Guidebook, Professor at The American College, Host of Retire with Style
Michael Field, CFA @mstarmarkets_eu
426 Followers 1K Following European Market Strategist at Morningstar
Mallika Mitra @mitra_mallika
1K Followers 756 Following Freelance writer/editor as seen in CNBC, WSJ, BI, CNN, Money & more | 📬 subscribe to my (free) newsletter all about TV past and present 📺 ⬇️ she/her
Denise (The IRA Whisp.. @ApplebyIRA
493 Followers 330 Following I help to prevent & fix IRA mistakes. Buy my IRA Guides at https://t.co/Mnv5veHyPg. Consult at https://t.co/j5FerxaTfI Learn about IRAs at https://t.co/6qBIy8IQOM
Aswath Damodaran @AswathDamodaran
393K Followers 3 Following Fascinated by finance & markets and like writing about them, but teaching is my passion.
Mia Simpson @MSimpson__
155 Followers 441 Following PR professional @MorningstarInc London-based. Travel enthusiast.
Shermann Dilla Thomas @6figga_dilla
42K Followers 1K Following *Husband *Father *Chicago Historian *UnionStrong*. *ΩΨΦ* Learn w/me*. email: [email protected]
Dan Culloton @danjan092792
8 Followers 116 Following Husband, father, writer, editor, analyst, Roman Catholic deacon. Important disclosure information: https://t.co/LhNa9qN8Kg
John Buysse @JohnBuysse
7K Followers 4K Following
PIMFA @PIMFA_UK
1K Followers 744 Following The UK’s trade association for firms providing investment management & financial advice to individuals, families, charities, pension funds, trusts & companies.
Georgia Stewart @IAmGeorgiaS
299 Followers 82 Following Sister, sailer, scottish lass. CEO @tumeloHQ. Fintech founder, helping investors influence change. Ranting about #impactinvesting #climatechange #conservation
Marci Bair, CFP® @MarciBair
1K Followers 2K Following President @BairFinancial Independent CFP®, #Investing with #ESG #SRI factors. Securities offered through LPL Financial, Member SIPC https://t.co/0ZqgzBIRjy
Nicole Casperson @nicolecasperson
8K Followers 2K Following Founder & CEO Fintech Is Femme Media ✍🏽 Podcast Host🎙️ Opinions @Forbes, Global Speaker, Professor, AAPI 🇵🇭 Debut Book: Fintech Feminists coming fall 2024!
Boka Chicago @BokaChicago
2K Followers 144 Following
Guaranteed Rate @GuaranteedRate
7K Followers 1K Following A Mortgage & Finance Company Fueled by the Power of Positivity. NMLS ID: 2611 For licensing information visit https://t.co/mlt8fX7FMp
Landmark Wealth Advis.. @LandmarkWealth
58 Followers 75 Following Helping individuals enhance their return on life. Securities offered through LPL Financial, Member SIPC https://t.co/9wUT81ga2H.
HerMoney @HerMoneyMedia
44K Followers 48K Following We are your judgment-free zone for all things financial. And we are focused on changing our relationships with money… One woman at a time.
Rachel Koning Beals @RachelKBeals
2K Followers 5K Following News Editor focused on the business of climate change @MarketWatch. Retweets not endorsements.
Green Century Funds @Green__Century
2K Followers 953 Following The Green Century Funds are one of the first families of fossil fuel free and environmentally responsible mutual funds
Tori Dunlap — Money.. @herfirst100K
20K Followers 2K Following fighting the patriarchy by making you rich | 4M followers | NYT bestselling author | host, #1 money pod for women | probably eating fried chicken (she/her)
Humphrey Yang @Humphreytalks
13K Followers 163 Following I post about YouTube/Content Creation, Finance, and Golf ⛳️ 3M+ On Tik Tok | 1M YouTube My Newsletter: https://t.co/WSpdwbFduGAnother “best of” from my Portfolio Makeover series, in celebration of Financial Literacy Month.
These first-time parents have a lot in flux in their lives. And a portfolio with a lot of holdings and a lot of cash. @christine_benz helps the couple find balance with their life goals AND portfolio. spr.ly/6014ZvGL8
To celebrate Financial Literacy Month, we're re-running some of my most popular "Portfolio Makeovers." Check it out! 👇🏻
With so many competing financial goals, how can this new(ish) investor stay focused and build a portfolio that checks all the boxes? Here's what @christine_benz recommends for Lily. spr.ly/6017ZgXzb
No hyperbole: This was one of the most inspiring conversations we’ve had on the podcast. @EncoreOrg CEO Marc Freedman on how human capital doesn’t have an expiration date, “age apartheid,” and why traditional retirement is an outdated concept. 🤩🌟 morningstar.com/personal-finan…
$VZ #earnings hitting on all cylinders: increased FCF, more customers, & price increases. Even after this 4-star rated #stock surged y’day, it’s still trading 22% below our fair value estimate. Details: spr.ly/6016TYq3e
$NFLX #stock surging higher today. Time to buy more? or time to take profit? We bumped up our fair value estimate slightly to account for high subscriber growth, but according to our valuation, stock is getting ahead of itself. Details here: spr.ly/6016TYlAe
10yr USTs back down under 4%! Good article by @VeronicaDagher on implications for mortgage rates in 2024 and what both home buyers & home owners with high mortgage rates should be thinking spr.ly/6017RuYzB
Uncertainty abounds, but for long-term investors that can withstand heightened #volatility, #stocks still look undervalued to us. Check out our November Market Outlook spr.ly/6013uScgd Thank you @greg_bonnell for inviting me onto MoneyTalk Live to discuss #markets.
Today on MoneyTalk Live, #markets have made solid gains to start November, so what does that mean for valuations? David Sekera of Morningstar Research joins us with his take. Log into WebBroker at Noon ET. Brought to you by TD Direct Investing. @MstarMarkets
$AAPL fair value estimate unch’d @ $150 following #earnings. #Apple #stock down slightly pre-market open, but we still think it's trading above its long-term intrinsic value. Details here: spr.ly/6011uWcKD
By 2031, there will likely be one million managed investment products 📈 We show the growth of these products and how they are contributing to investor indecision with our sponsor @MorningstarInc Learn more: visualcapitalist.com/sp/decision-pa…
LOTS of enthusiasm for TIPS at this year's @bogleheads conference. JR on the attraction for retirees looking to lock in real income. morningstar.com/bonds/high-tip…
My biggest heartbreak as a homeowner is watching trees die. My home office looks over a giant, old elm that's dying a slow death--not Dutch Elm but old age and some sort of root fungus. It's had injections, trimming, whatever they can sell us but it doesn't seem to be working. 💔
This is a super-helpful piece from @annetergesen @WSJ It beautifully illustrates that the decision about whether to keep a pension or take a lump sum is incredibly personal--and also depends on the pension! wsj.com/personal-finan…
Why Do Bond Yields Keep Rising? via @MorningstarInc "bond yields were supposed to be heading lower. Instead, the opposite is happening. Yields on long-term U.S. Treasury bonds [...] have risen to their highest level since October 2007." morningstar.com/markets/why-do…
I'm editing a Zoom transcript right now and found the following: Raw money (Roth money) Rough conversions (Roth conversions) Rock I raise (Roth IRAs) Your errors (your heirs) Do sex mocking (deus ex machina...it took me a minute) 😂
This is another case of “do as I say, not as I do.” Here’s my drawer of files related to home stuff. It’s organized by project but I haven’t tabulated the $ outlays. (Too scared, I guess.😱) I’ll say it again: Homes are the epicenter of people acting irrationally with money.
The capital gain exclusion amount on home sales has never been indexed for inflation. Since 1997! I wrote about that, and the importance of keeping good records on home improvements. morningstar.com/personal-finan…
OMG OMG can you believe I’m meeting my “Twitter Twin” @CPAPlanner for the first time? We’re both @FPAIllinois Conference for Advanced Planning @MorningstarInc headquarters on this lovely September Friday. #CAP2023 #ILFPA
"Schwab was also one of the few providers to assess risk capacity, which measures a person’s ability to take risks given their financial assets and other resources, in addition to risk tolerance..." 🙄 @AmyCArnott1 on variations in robos' actual advice. morningstar.com/financial-advi…
See you all tomorrow at @FutureProofAC! #FutureProofAC
Money and career expert @herfirst100K is workshopping how advisors can capture the hearts and portfolios of investors tomorrow at #FutureProofAC. Come to booth #300 9:50am for lively discussion and book signing.
Check out my snazzy new @MorningstarInc kicks, designed just for @FutureProofAC! (If you know me at all, you cannot believe your eyes. 😂)
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