All episodes of Investing Insights - Chartable

Investing Insights

Episodes

What You’re Getting Wrong About Dividend Investing

A look at the pros and cons of this popular income strategy.

Published 11/15/24

Investing Insights

Published 11/15/24

A Simpler Medicare Part D Is Coming. Here's How It Could Save You Money

Also, how the new prescription payment plan will work.

Published 11/08/24

A Better Way to Use Leverage in Your ETF Portfolio

Plus, Big Tech's nuclear energy bet and 4 undervalued utilities stocks.

Published 11/01/24

How to Retire: Understand and Plan for Long-Term Care

Howard Gleckman discusses the reality of long-term care today.

Published 10/30/24

Apple Earnings Are on Deck. Will Apple Intelligence Help Drive iPhone Sales?

Also, how bank loans could help investors weather an economic storm, despite their risky reputation.

Published 10/25/24

How to Retire: Prioritize Tax Planning in Retirement

Jeff Levine discusses how to lower your in-retirement tax bills.

Published 10/23/24

Is Your Portfolio Built to Withstand a Market Rotation?

Plus, a look at Boeing stock as the plane maker navigates a strike, layoffs, and financial troubles.

Published 10/18/24

How to Retire: Transition from Saving to Spending

Michelle Singletary discusses transition strategies like delaying social security and annuitizing.

Published 10/16/24

Inherited IRA Rules: What You Need to Know Before 2025

Clarity on the 10-year rule, RMDs, and whether the excise tax would be waived again.

Published 10/11/24

How to Retire: Consider a Retirement Bucket Portfolio Strategy

Harold Evensky discusses how to build a retirement portfolio.

Published 10/09/24

How to Find the Best Health Savings Account

We break down the benefits of HSAs and Morningstar's ratings of top providers.

Published 10/04/24

How to Retire: Know What ‘Enough’ Means in Retirement

Manisha Thakor discusses how to manage life after work.

Published 10/02/24

How GLP-1 Drugs Like Ozempic Are Boosting Biopharma Stocks

Plus, how the industry plans to offset looming patent losses and where to find top stocks.

Published 09/27/24

How to Retire: Stay Flexible with Your Retirement Spending

Derek Tharp discusses how to adjust your spending throughout retirement

Published 09/25/24

Is the Fed’s Plan to Avoid a Recession Working?

Plus, why you may want to hold off refinancing your mortgage or buying a new house.

Published 09/20/24

How to Retire: Understand the Role of Working Longer

Kerry Hannon discusses how to make working in retirement right for you.

Published 09/18/24

Don't Overlook These Crucial Parts of Your Retirement Plan

Plus, how to identify geopolitical risks in your portfolio.

Published 09/13/24

Boating Season Is Over, but Don't Overlook These Recreational Vehicle Stocks

Two manufacturers stand out in a beaten-down industry.

Published 09/06/24

5 Ways to Improve America’s Retirement Savings

And what’s at stake for millions of workers if the system isn’t repaired. Mark Miller, Retirement Reboot author, discusses how to revamp retirement savings in the US. It’s the 50th anniversary of the landmark retirement law Erisa. Miller talks about the law’s successes and what some say is a massive unintended consequence.

Published 08/30/24

Mutual Funds Turn 100. Can Investors Still Count on Them?

Plus, 3 top mutual funds to invest in from Vanguard, Dodge & Cox, and Fidelity.

Published 08/23/24

Too Many Investment Accounts? Here’s How to Reduce the Clutter

Plus, a look at Macy’s stock ahead of its earnings release.

Published 08/16/24

Now’s the Time to Diversify Beyond Magnificent Seven Stocks

And does the Federal Reserve really need to make an emergency rate cut?

Published 08/09/24

3 Asset Classes That Could Raise Your Portfolio’s Risk Level

Plus, the strongest assets for diversification and the case for international stocks.

Published 08/02/24

Why Picking Top Stocks Is Not Enough

The miscalculation that can sink actively managed funds’ performance.

Published 07/26/24