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

Investors, build your bookshelf wealth and financial literacy with the best investing books. spr.ly/6011ZgRLZ

To celebrate Financial Literacy Month, we're re-running some of my most popular "Portfolio Makeovers." Check it out! 👇🏻

#Dividend funds attract investors for a lot of reasons. And a big one is the regular income. But #dividendfunds have different styles, risks, and goals. How do you find the one that’s right for you? Watch Investing Insights to find out. spr.ly/6010w1JWI

This 20-something investor is juggling multiple competing goals in a 30-year time frame: ✅ Buy a house ✅ Take a break from work to start a family ✅ Retire Is it possible to have a portfolio that checks all the boxes? morningstar.com/financial-advi…

What 3 words best describe #MICUS? Some of our featured speakers have a few ideas. Join us in Chicago this June to see for yourself! Register today: spr.ly/6013weP6b

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

Why is #inflation still so sticky? Blame rising housing costs and higher gas prices. Here's what you need to know from the March CPI report: spr.ly/6012wYzt2

Another “best of” from my Portfolio Makeover series, in celebration of Financial Literacy Month.

Which streaming service is the clear leader in your household? 🍿📺 spr.ly/6011wUWpz This week on Investing Insights, we talk about: 🏀 The fight over the NBA TV deal 🥊 Why #Amazon and #Apple are such tough competitors ⭐ Our favorite streaming #stockpicks

Tomorrow is: 💲#Taxday 💲 The last day to contribute to an HSA for the 2023 tax year 💲 The last day to contribute to an IRA for the 2023 tax year spr.ly/6013wDHEH

In a pricey housing market, Justin and Mackenzie are trying their best to get a head start on retirement savings and becoming homeowners. Can their portfolios help them balance, and achieve, both their immediate and long-term goals? spr.ly/6013ZvJ3t

Add these podcasts to your queue for #FinancialLiteracyMonth and beyond to keep up with market news, make smart money moves, and more. spr.ly/6018bHTfe

So, you’ve filed your #taxes. Wondering if there was a missed opportunity to soften the #taxhit? We're looking ahead to the next #taxday to see how you can make your #investing more tax efficient. spr.ly/6010b3IUq

Happy Earth Day! The battle to curb global warming continues, and investors have a critical role to play. Read Morningstar, Inc.'s coverage here. #EarthDay2024 #ESGInvesting #Sustainableinvesting morningstar.com/sustainable-in…

In celebration of #EarthDay2024, we took a closer look at our list of the best companies to own through a different lens. We map out all the companies with Negligible or Low ESG Risk Ratings in our full list of the best #sustainable #stockpicks. spr.ly/6015beVKW

With three kids and a single income, Drew and Emily need a portfolio that can address their family’s multiple goals. Christine Benz puts their #PortfoliosInPractice to see what strategy works best for their situation. spr.ly/6017ZvKpU

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?

Thank you Morningstar, Inc. and Carole Hodorowicz for suggesting that investors start with the Retirement Planning Guidebook to get themselves prepared for retirement! Morningstar link: morningstar.com/retirement/7-b… Retirement Planning Guidebook at Amazon: amazon.com/Retirement-Pla…

Last year’s stock market rally leader $AAPL has fallen. Investors are changing their minds about $TSLA. Why are these two companies trailing behind the rest of The Magnificent Seven pack? Find out on this week's Investing Insights ▶️🎙️ spr.ly/6015jPPl9