Sheryl Rowling, editorial director for financial advice for Morningstar Inc, talks about four strategies to practice tax-efficient investing all year. Morningstar Sustainalytics’ director of stewardship Jackie Cook discusses three climate change resolutions this proxy-voting season, including one on Bank of America’s ballot.Tesla Appears It’s Focusing on ProfitsJPMorgan Chase Keeps Outlook SteadyClimate Change Resolutions During Proxy-Voting SeasonTax-Efficient Investing: 4 Moves to Make NowRead about topics from this episode. <a href="https://www.morningstar.com/stocks/tesla-staff-reduction-confirms-our-view-focus-profits-2024">Tesla: Staff Reduction Confirms Our View of Focus on Profits In 2024</a><a href="https://www.morningstar.com/stocks/jpmorgan-earnings-bumper-profits-driven-by-strong-net-interest-income-trading-revenue">JPMorgan Earnings: Bumper Profits Driven by Strong Net Interest Income and Trading Revenue</a><a href="https://www.morningstar.com/sustainable-investing/4-climate-votes-that-matter-this-years-proxy-voting-season" target="_blank">4 Climate Votes That Matter in This Year’s Proxy-Voting Season</a>What to watch from Morningstar.<a href="https://www.youtube.com/watch?v=sK6sFela7uI">3 Cheap Stocks to Watch in the Fight Over Sports Streaming</a><a href="https://youtu.be/uNZqpnW-IJA?si=awax48d41f40Q0je" target="_blank">How to Find a Great Dividend Fund</a><a href="https://youtu.be/bYCfQ60Nn6Y?si=suuvYQaUwGLpVW9" target="_blank">The 4% Retirement Rule is Just a Starting Point</a><a href="https://youtu.be/TvfRUG2s-xI?si=T0eBFNeCNmrAxxHb" target="_blank">New Dividend Stocks: Can Meta and Salesforce Help Revive the Classic Strategy?</a>Read what our team is writing:<a href="https://www.morningstar.com/people/ivanna-hampton" target="_blank">Ivanna Hampton</a><a href="https://www.morningstar.com/people/jackie-cook">Jackie Cook</a><a href="https://www.morningstar.com/people/sheryl-rowling">Sheryl Rowling</a> Follow us on social media.Facebook: <a href="https://www.facebook.com/MorningstarInc/" target="_blank">https://www.facebook.com/MorningstarInc/</a>Twitter: <a href="https://twitter.com/MorningstarInc" target="_blank">https://twitter.com/MorningstarInc</a>Instagram: <a href="https://www.instagram.com/morningstar" target="_blank">https://www.instagram.com/morningstar</a>... LinkedIn: <a href="https://www.linkedin.com/company/5161/" target="_blank">https://www.linkedin.com/company/5161/</a>

<description>&lt;p&gt;Sheryl Rowling, editorial director for financial advice for Morningstar Inc, talks about four strategies to practice tax-efficient investing all year. Morningstar Sustainalytics’ director of stewardship Jackie Cook discusses three climate change resolutions this proxy-voting season, including one on Bank of America’s ballot.&lt;/p&gt;&lt;p&gt;Tesla Appears It’s Focusing on Profits&lt;/p&gt;&lt;p&gt;JPMorgan Chase Keeps Outlook Steady&lt;/p&gt;&lt;p&gt;Climate Change Resolutions During Proxy-Voting Season&lt;/p&gt;&lt;p&gt;Tax-Efficient Investing: 4 Moves to Make Now&lt;/p&gt;&lt;p&gt;Read about topics from this episode. &lt;/p&gt;&lt;p&gt;&lt;a href="https://www.morningstar.com/stocks/tesla-staff-reduction-confirms-our-view-focus-profits-2024"&gt;Tesla: Staff Reduction Confirms Our View of Focus on Profits In 2024&lt;/a&gt;&lt;/p&gt;&lt;p&gt;&lt;a href="https://www.morningstar.com/stocks/jpmorgan-earnings-bumper-profits-driven-by-strong-net-interest-income-trading-revenue"&gt;JPMorgan Earnings: Bumper Profits Driven by Strong Net Interest Income and Trading Revenue&lt;/a&gt;&lt;/p&gt;&lt;p&gt;&lt;a href="https://www.morningstar.com/sustainable-investing/4-climate-votes-that-matter-this-years-proxy-voting-season" target="_blank"&gt;4 Climate Votes That Matter in This Year’s Proxy-Voting Season&lt;/a&gt;&lt;/p&gt;&lt;p&gt;What to watch from Morningstar.&lt;/p&gt;&lt;p&gt;&lt;a href="https://www.youtube.com/watch?v=sK6sFela7uI"&gt;3 Cheap Stocks to Watch in the Fight Over Sports Streaming&lt;/a&gt;&lt;/p&gt;&lt;p&gt;&lt;a href="https://youtu.be/uNZqpnW-IJA?si=awax48d41f40Q0je" target="_blank"&gt;How to Find a Great Dividend Fund&lt;/a&gt;&lt;/p&gt;&lt;p&gt;&lt;a href="https://youtu.be/bYCfQ60Nn6Y?si=suuvYQaUwGLpVW9" target="_blank"&gt;The 4% Retirement Rule is Just a Starting Point&lt;/a&gt;&lt;/p&gt;&lt;p&gt;&lt;a href="https://youtu.be/TvfRUG2s-xI?si=T0eBFNeCNmrAxxHb" target="_blank"&gt;New Dividend Stocks: Can Meta and Salesforce Help Revive the Classic Strategy?&lt;/a&gt;&lt;/p&gt;&lt;p&gt;&lt;strong&gt;Read what our team is writing:&lt;/strong&gt;&lt;/p&gt;&lt;p&gt;&lt;a href="https://www.morningstar.com/people/ivanna-hampton" target="_blank"&gt;Ivanna Hampton&lt;/a&gt;&lt;/p&gt;&lt;p&gt;&lt;a href="https://www.morningstar.com/people/jackie-cook"&gt;Jackie Cook&lt;/a&gt;&lt;/p&gt;&lt;p&gt;&lt;a href="https://www.morningstar.com/people/sheryl-rowling"&gt;Sheryl Rowling&lt;/a&gt;&lt;/p&gt;&lt;p&gt; &lt;/p&gt;&lt;p&gt;&lt;strong&gt;Follow us on social media.&lt;/strong&gt;&lt;/p&gt;&lt;p&gt;Facebook: &lt;a href="https://www.facebook.com/MorningstarInc/" target="_blank"&gt;https://www.facebook.com/MorningstarInc/&lt;/a&gt;&lt;/p&gt;&lt;p&gt;Twitter: &lt;a href="https://twitter.com/MorningstarInc" target="_blank"&gt;https://twitter.com/MorningstarInc&lt;/a&gt;&lt;/p&gt;&lt;p&gt;Instagram: &lt;a href="https://www.instagram.com/morningstar" target="_blank"&gt;https://www.instagram.com/morningstar&lt;/a&gt;... &lt;/p&gt;&lt;p&gt;LinkedIn: &lt;/p&gt;&lt;p&gt;&lt;a href="https://www.linkedin.com/company/5161/" target="_blank"&gt;https://www.linkedin.com/company/5161/&lt;/a&gt;&lt;/p&gt;
</description>

Also, Bank of America’s fight during the proxy-voting season and Tesla’s likely signal that it’s now focusing on profits.

Make These Investing Moves Now for a Better Tax Day in 2025

Matthew Dolgin, senior equity analyst for Morningstar Research Services, talks about why companies are focusing on sports streaming as competition heats up. Plus, the path they could take to improve their financial situations.Netflix’s Dominance  Disney, Fox, and Warner Bros. Discovery’s New Sports-Focused Streaming ServiceHow Companies Can Expand into StreamingThe Role of Sports in StreamingNBA TV DealWhy are Apple and Amazon Tough Competitors?Streaming Services With Compelling Growth Stories Streaming Company Stock Picks Read about topics from this episode.  <a href="https://www.morningstar.com/products/magazine" target="_blank">Morningstar Magazine</a><a href="https://www.morningstar.com/stocks/paramount-warner-bros-discovery-uncertainty-surrounds-customer-choices-streaming" target="_blank">Paramount and Warner Bros. Discovery: Uncertainty Surrounds Customer Choices for Streaming</a><a href="https://www.morningstar.com/stocks/disney-earnings-lots-good-especially-flashy-metrics-underlying-issues-remain" target="_blank">Disney Earnings: Lots of Good, Especially for the Flashy Metrics, but Underlying Issues Remain</a><a href="https://www.morningstar.com/stocks/netflix-earnings-performance-outlook-impressive-subscriber-growth-should-moderate" target="_blank">Netflix Earnings: Performance and Outlook Impressive, but Subscriber Growth Should Moderate</a> What to watch from Morningstar.<a href="https://youtu.be/uNZqpnW-IJA?si=awax48d41f40Q0je" target="_blank">How to Find a Great Dividend Fund</a><a href="https://youtu.be/bYCfQ60Nn6Y?si=suuvYQaUwGLpVW9" target="_blank">The 4% Retirement Rule is Just a Starting Point</a><a href="https://youtu.be/TvfRUG2s-xI?si=T0eBFNeCNmrAxxHb" target="_blank">New Dividend Stocks: Can Meta and Salesforce Help Revive the Classic Strategy?</a><a href="https://youtu.be/JfkiNuB2Mjw?si=ZT3d9UsJcnATMwLR" target="_blank">Self-Made Millionaire Tori Dunlap Embraces Mission to Make Women Rich</a> Read what our team is writing:<a href="https://www.morningstar.com/people/ivanna-hampton" target="_blank">Ivanna Hampton</a><a href="https://www.morningstar.com/people/matthew-dolgin" target="_blank">Matthew Dolgin</a> Follow us on social media.Facebook: <a href="https://www.facebook.com/MorningstarInc/" target="_blank">https://www.facebook.com/MorningstarInc/</a>Twitter: <a href="https://twitter.com/MorningstarInc" target="_blank">https://twitter.com/MorningstarInc</a>Instagram: <a href="https://www.instagram.com/morningstar" target="_blank">https://www.instagram.com/morningstar</a>... LinkedIn: <a href="https://www.linkedin.com/company/5161/" target="_blank">https://www.linkedin.com/company/5161/</a>

<description>&lt;p&gt;Matthew Dolgin, senior equity analyst for Morningstar Research Services, talks about why companies are focusing on sports streaming as competition heats up. Plus, the path they could take to improve their financial situations.&lt;/p&gt;&lt;p&gt;Netflix’s Dominance  &lt;/p&gt;&lt;p&gt;Disney, Fox, and Warner Bros. Discovery’s New Sports-Focused Streaming Service&lt;/p&gt;&lt;p&gt;How Companies Can Expand into Streaming&lt;/p&gt;&lt;p&gt;The Role of Sports in Streaming&lt;/p&gt;&lt;p&gt;NBA TV Deal&lt;/p&gt;&lt;p&gt;Why are Apple and Amazon Tough Competitors?&lt;/p&gt;&lt;p&gt;Streaming Services With Compelling Growth Stories &lt;/p&gt;&lt;p&gt;Streaming Company Stock Picks&lt;/p&gt;&lt;p&gt; &lt;/p&gt;&lt;p&gt;&lt;strong&gt;Read about topics from this episode.  &lt;/strong&gt;&lt;/p&gt;&lt;p&gt;&lt;a href="https://www.morningstar.com/products/magazine" target="_blank"&gt;Morningstar Magazine&lt;/a&gt;&lt;/p&gt;&lt;p&gt;&lt;a href="https://www.morningstar.com/stocks/paramount-warner-bros-discovery-uncertainty-surrounds-customer-choices-streaming" target="_blank"&gt;Paramount and Warner Bros. Discovery: Uncertainty Surrounds Customer Choices for Streaming&lt;/a&gt;&lt;/p&gt;&lt;p&gt;&lt;a href="https://www.morningstar.com/stocks/disney-earnings-lots-good-especially-flashy-metrics-underlying-issues-remain" target="_blank"&gt;Disney Earnings: Lots of Good, Especially for the Flashy Metrics, but Underlying Issues Remain&lt;/a&gt;&lt;/p&gt;&lt;p&gt;&lt;a href="https://www.morningstar.com/stocks/netflix-earnings-performance-outlook-impressive-subscriber-growth-should-moderate" target="_blank"&gt;Netflix Earnings: Performance and Outlook Impressive, but Subscriber Growth Should Moderate&lt;/a&gt;&lt;/p&gt;&lt;p&gt; &lt;/p&gt;&lt;p&gt;&lt;strong&gt;What to watch from Morningstar.&lt;/strong&gt;&lt;/p&gt;&lt;p&gt;&lt;a href="https://youtu.be/uNZqpnW-IJA?si=awax48d41f40Q0je" target="_blank"&gt;How to Find a Great Dividend Fund&lt;/a&gt;&lt;/p&gt;&lt;p&gt;&lt;a href="https://youtu.be/bYCfQ60Nn6Y?si=suuvYQaUwGLpVW9" target="_blank"&gt;The 4% Retirement Rule is Just a Starting Point&lt;/a&gt;&lt;/p&gt;&lt;p&gt;&lt;a href="https://youtu.be/TvfRUG2s-xI?si=T0eBFNeCNmrAxxHb" target="_blank"&gt;New Dividend Stocks: Can Meta and Salesforce Help Revive the Classic Strategy?&lt;/a&gt;&lt;/p&gt;&lt;p&gt;&lt;a href="https://youtu.be/JfkiNuB2Mjw?si=ZT3d9UsJcnATMwLR" target="_blank"&gt;Self-Made Millionaire Tori Dunlap Embraces Mission to Make Women Rich&lt;/a&gt;&lt;/p&gt;&lt;p&gt; &lt;/p&gt;&lt;p&gt;&lt;strong&gt;Read what our team is writing:&lt;/strong&gt;&lt;/p&gt;&lt;p&gt;&lt;a href="https://www.morningstar.com/people/ivanna-hampton" target="_blank"&gt;Ivanna Hampton&lt;/a&gt;&lt;/p&gt;&lt;p&gt;&lt;a href="https://www.morningstar.com/people/matthew-dolgin" target="_blank"&gt;Matthew Dolgin&lt;/a&gt;&lt;/p&gt;&lt;p&gt; &lt;/p&gt;&lt;p&gt;&lt;strong&gt;Follow us on social media.&lt;/strong&gt;&lt;/p&gt;&lt;p&gt;Facebook: &lt;a href="https://www.facebook.com/MorningstarInc/" target="_blank"&gt;https://www.facebook.com/MorningstarInc/&lt;/a&gt;&lt;/p&gt;&lt;p&gt;Twitter: &lt;a href="https://twitter.com/MorningstarInc" target="_blank"&gt;https://twitter.com/MorningstarInc&lt;/a&gt;&lt;/p&gt;&lt;p&gt;Instagram: &lt;a href="https://www.instagram.com/morningstar" target="_blank"&gt;https://www.instagram.com/morningstar&lt;/a&gt;... &lt;/p&gt;&lt;p&gt;LinkedIn: &lt;a href="https://www.linkedin.com/company/5161/" target="_blank"&gt;https://www.linkedin.com/company/5161/&lt;/a&gt;&lt;/p&gt;
</description>

Also, Netflix and Disney’s edge against their rivals.

3 Cheap Stocks to Watch in the Fight Over Sports Streaming

Dan Sotiroff and Todd Trubey, senior manager research analysts for Morningstar Research Services, discuss what makes a great dividend fund, the trade-offs that are costing some investors, and the risks to watch for.Dividend Income, Dividend Growth, and Dividend Income and GrowthDividend Fund RisksShould Dividend Yield Be a Top Priority? Dividend Funds vs Passive Options What Advantage Do Actively Managed Funds Have Over Broadly Diversified Passive Funds?How to Find a Great Dividend FundPassively Managed Dividend Fund PicksActively Managed Fund Picks Read about topics from this episode.  <a href="https://www.morningstar.com/etfs/what-makes-great-dividend-fund" target="_blank">What Makes a Great Dividend Fund?</a><a href="https://www.morningstar.com/etfs/3-great-international-dividend-etfs-2024-2" target="_blank">3 Great International Dividend ETFs for 2024</a><a href="https://www.morningstar.com/funds/best-dividend-funds" target="_blank">The Best Dividend Funds</a> What to watch from Morningstar.<a href="https://youtu.be/bYCfQ60Nn6Y?si=suuvYQaUwGLpVW9" target="_blank">The 4% Retirement Rule is Just a Starting Point</a><a href="https://youtu.be/TvfRUG2s-xI?si=T0eBFNeCNmrAxxHb" target="_blank">New Dividend Stocks: Can Meta and Salesforce Help Revive the Classic Strategy?</a><a href="https://youtu.be/JfkiNuB2Mjw?si=ZT3d9UsJcnATMwLR" target="_blank">Self-Made Millionaire Tori Dunlap Embraces Mission to Make Women Rich</a><a href="https://youtu.be/tcYvnwjPFkA?si=9FWgpCvdHhPGTdSc" target="_blank">What’s Surprising Some Retirees About Their Social Security Benefits?</a> Read what our team is writing:<a href="https://www.morningstar.com/people/ivanna-hampton" target="_blank">Ivanna Hampton</a><a href="https://www.morningstar.com/people/daniel-sotiroff" target="_blank">Daniel Sotiroff</a><a href="https://www.morningstar.com/people/todd-trubey" target="_blank">Todd Trubey</a> Follow us on social media.Facebook: <a href="https://www.facebook.com/MorningstarInc/" target="_blank">https://www.facebook.com/MorningstarInc/</a>Twitter: <a href="https://twitter.com/MorningstarInc" target="_blank">https://twitter.com/MorningstarInc</a>Instagram: <a href="https://www.instagram.com/morningstar" target="_blank">https://www.instagram.com/morningstar</a>... LinkedIn: <a href="https://www.linkedin.com/company/5161/" target="_blank">https://www.linkedin.com/company/5161/</a>

<description>&lt;p&gt;Dan Sotiroff and Todd Trubey, senior manager research analysts for Morningstar Research Services, discuss what makes a great dividend fund, the trade-offs that are costing some investors, and the risks to watch for.&lt;/p&gt;&lt;p&gt;Dividend Income, Dividend Growth, and Dividend Income and Growth&lt;/p&gt;&lt;p&gt;Dividend Fund Risks&lt;/p&gt;&lt;p&gt;Should Dividend Yield Be a Top Priority? &lt;/p&gt;&lt;p&gt;Dividend Funds vs Passive Options &lt;/p&gt;&lt;p&gt;What Advantage Do Actively Managed Funds Have Over Broadly Diversified Passive Funds?&lt;/p&gt;&lt;p&gt;How to Find a Great Dividend Fund&lt;/p&gt;&lt;p&gt;Passively Managed Dividend Fund Picks&lt;/p&gt;&lt;p&gt;Actively Managed Fund Picks&lt;/p&gt;&lt;p&gt; &lt;/p&gt;&lt;p&gt;&lt;strong&gt;Read about topics from this episode.  &lt;/strong&gt;&lt;/p&gt;&lt;p&gt;&lt;a href="https://www.morningstar.com/etfs/what-makes-great-dividend-fund" target="_blank"&gt;What Makes a Great Dividend Fund?&lt;/a&gt;&lt;/p&gt;&lt;p&gt;&lt;a href="https://www.morningstar.com/etfs/3-great-international-dividend-etfs-2024-2" target="_blank"&gt;3 Great International Dividend ETFs for 2024&lt;/a&gt;&lt;/p&gt;&lt;p&gt;&lt;a href="https://www.morningstar.com/funds/best-dividend-funds" target="_blank"&gt;The Best Dividend Funds&lt;/a&gt;&lt;/p&gt;&lt;p&gt; &lt;/p&gt;&lt;p&gt;&lt;strong&gt;What to watch from Morningstar.&lt;/strong&gt;&lt;/p&gt;&lt;p&gt;&lt;a href="https://youtu.be/bYCfQ60Nn6Y?si=suuvYQaUwGLpVW9" target="_blank"&gt;The 4% Retirement Rule is Just a Starting Point&lt;/a&gt;&lt;/p&gt;&lt;p&gt;&lt;a href="https://youtu.be/TvfRUG2s-xI?si=T0eBFNeCNmrAxxHb" target="_blank"&gt;New Dividend Stocks: Can Meta and Salesforce Help Revive the Classic Strategy?&lt;/a&gt;&lt;/p&gt;&lt;p&gt;&lt;a href="https://youtu.be/JfkiNuB2Mjw?si=ZT3d9UsJcnATMwLR" target="_blank"&gt;Self-Made Millionaire Tori Dunlap Embraces Mission to Make Women Rich&lt;/a&gt;&lt;/p&gt;&lt;p&gt;&lt;a href="https://youtu.be/tcYvnwjPFkA?si=9FWgpCvdHhPGTdSc" target="_blank"&gt;What’s Surprising Some Retirees About Their Social Security Benefits?&lt;/a&gt;&lt;/p&gt;&lt;p&gt; &lt;/p&gt;&lt;p&gt;&lt;strong&gt;Read what our team is writing:&lt;/strong&gt;&lt;/p&gt;&lt;p&gt;&lt;a href="https://www.morningstar.com/people/ivanna-hampton" target="_blank"&gt;Ivanna Hampton&lt;/a&gt;&lt;/p&gt;&lt;p&gt;&lt;a href="https://www.morningstar.com/people/daniel-sotiroff" target="_blank"&gt;Daniel Sotiroff&lt;/a&gt;&lt;/p&gt;&lt;p&gt;&lt;a href="https://www.morningstar.com/people/todd-trubey" target="_blank"&gt;Todd Trubey&lt;/a&gt;&lt;/p&gt;&lt;p&gt; &lt;/p&gt;&lt;p&gt;&lt;strong&gt;Follow us on social media.&lt;/strong&gt;&lt;/p&gt;&lt;p&gt;Facebook: &lt;a href="https://www.facebook.com/MorningstarInc/" target="_blank"&gt;https://www.facebook.com/MorningstarInc/&lt;/a&gt;&lt;/p&gt;&lt;p&gt;Twitter: &lt;a href="https://twitter.com/MorningstarInc" target="_blank"&gt;https://twitter.com/MorningstarInc&lt;/a&gt;&lt;/p&gt;&lt;p&gt;Instagram: &lt;a href="https://www.instagram.com/morningstar" target="_blank"&gt;https://www.instagram.com/morningstar&lt;/a&gt;... &lt;/p&gt;&lt;p&gt;LinkedIn: &lt;a href="https://www.linkedin.com/company/5161/" target="_blank"&gt;https://www.linkedin.com/company/5161/&lt;/a&gt;&lt;/p&gt;&lt;p&gt; &lt;/p&gt;
</description>

Plus, 5 gold-rated and 2 silver-rated funds that investors should consider adding to their portfolios.

How to Find a Great Dividend Fund

John Rekenthaler, vice president of research for Morningstar Research Services, explains how Morningstar’s study confirmed the 4% retirement rule and discusses why it’s important for new retirees to be flexible with their spending.Six Retirement Withdrawal Strategies that Stretch SavingsWhat Has Changed with Retirement Withdrawal Rates?Trade Offs to a Conversative Start with Your PortfolioRisks and Benefits of Changing a Portfolio’s Stock AllocationFlexible Spending Strategies  The Role of Guaranteed IncomeKey Takeaways Read about topics from this episode.  <a href="https://www.morningstar.com/lp/the-state-of-retirement-income" target="_blank">Six Retirement Withdrawal Strategies that Stretch Savings</a><a href="https://www.morningstar.com/retirement/morningstars-retirement-income-research-reevaluating-4-withdrawal-rule" target="_blank">Morningstar’s Retirement Income Research: Reevaluating the 4% Withdrawal Rule</a><a href="https://www.morningstar.com/retirement/good-news-safe-withdrawal-rates" target="_blank">The Good News on Safe Withdrawal Rates</a><a href="https://www.morningstar.com/retirement/best-flexible-strategies-retirement-income" target="_blank">The Best Flexible Strategies for Retirement Income</a> What to watch from Morningstar.<a href="https://youtu.be/TvfRUG2s-xI?si=T0eBFNeCNmrAxxHb" target="_blank">New Dividend Stocks: Can Meta and Salesforce Help Revive the Classic Strategy?</a><a href="https://youtu.be/JfkiNuB2Mjw?si=ZT3d9UsJcnATMwLR" target="_blank">Self-Made Millionaire Tori Dunlap Embraces Mission to Make Women Rich</a><a href="https://youtu.be/tcYvnwjPFkA?si=9FWgpCvdHhPGTdSc" target="_blank">What’s Surprising Some Retirees About Their Social Security Benefits?</a><a href="https://youtu.be/WBVXw2Ih6qY?si=PeTDoHjJt1BOshEg" target="_blank">SPY Vs VOO: Which of Warren Buffett’s Two ETFs Are a Better Bet?</a> Read what our team is writing:<a href="https://www.morningstar.com/people/ivanna-hampton" target="_blank">Ivanna Hampton</a><a href="https://www.morningstar.com/people/john-rekenthaler" target="_blank">John Rekenthaler</a> Follow us on social media.Facebook: <a href="https://www.facebook.com/MorningstarInc/" target="_blank">https://www.facebook.com/MorningstarInc/</a>Twitter: <a href="https://twitter.com/MorningstarInc" target="_blank">https://twitter.com/MorningstarInc</a>Instagram: <a href="https://www.instagram.com/morningstar" target="_blank">https://www.instagram.com/morningstar</a>... LinkedIn: <a href="https://www.linkedin.com/company/5161/" target="_blank">https://www.linkedin.com/company/5161/</a>

<description>&lt;p&gt;John Rekenthaler, vice president of research for Morningstar Research Services, explains how Morningstar’s study confirmed the 4% retirement rule and discusses why it’s important for new retirees to be flexible with their spending.&lt;/p&gt;&lt;p&gt;&lt;i&gt;Six Retirement Withdrawal Strategies that Stretch Savings&lt;/i&gt;&lt;/p&gt;&lt;p&gt;What Has Changed with Retirement Withdrawal Rates?&lt;/p&gt;&lt;p&gt;Trade Offs to a Conversative Start with Your Portfolio&lt;/p&gt;&lt;p&gt;Risks and Benefits of Changing a Portfolio’s Stock Allocation&lt;/p&gt;&lt;p&gt;Flexible Spending Strategies  &lt;/p&gt;&lt;p&gt;The Role of Guaranteed Income&lt;/p&gt;&lt;p&gt;Key Takeaways&lt;/p&gt;&lt;p&gt; &lt;/p&gt;&lt;p&gt;&lt;strong&gt;Read about topics from this episode.  &lt;/strong&gt;&lt;/p&gt;&lt;p&gt;&lt;a href="https://www.morningstar.com/lp/the-state-of-retirement-income" target="_blank"&gt;Six Retirement Withdrawal Strategies that Stretch Savings&lt;/a&gt;&lt;/p&gt;&lt;p&gt;&lt;a href="https://www.morningstar.com/retirement/morningstars-retirement-income-research-reevaluating-4-withdrawal-rule" target="_blank"&gt;Morningstar’s Retirement Income Research: Reevaluating the 4% Withdrawal Rule&lt;/a&gt;&lt;/p&gt;&lt;p&gt;&lt;a href="https://www.morningstar.com/retirement/good-news-safe-withdrawal-rates" target="_blank"&gt;The Good News on Safe Withdrawal Rates&lt;/a&gt;&lt;/p&gt;&lt;p&gt;&lt;a href="https://www.morningstar.com/retirement/best-flexible-strategies-retirement-income" target="_blank"&gt;The Best Flexible Strategies for Retirement Income&lt;/a&gt;&lt;/p&gt;&lt;p&gt; &lt;/p&gt;&lt;p&gt;&lt;strong&gt;What to watch from Morningstar.&lt;/strong&gt;&lt;/p&gt;&lt;p&gt;&lt;a href="https://youtu.be/TvfRUG2s-xI?si=T0eBFNeCNmrAxxHb" target="_blank"&gt;New Dividend Stocks: Can Meta and Salesforce Help Revive the Classic Strategy?&lt;/a&gt;&lt;/p&gt;&lt;p&gt;&lt;a href="https://youtu.be/JfkiNuB2Mjw?si=ZT3d9UsJcnATMwLR" target="_blank"&gt;Self-Made Millionaire Tori Dunlap Embraces Mission to Make Women Rich&lt;/a&gt;&lt;/p&gt;&lt;p&gt;&lt;a href="https://youtu.be/tcYvnwjPFkA?si=9FWgpCvdHhPGTdSc" target="_blank"&gt;What’s Surprising Some Retirees About Their Social Security Benefits?&lt;/a&gt;&lt;/p&gt;&lt;p&gt;&lt;a href="https://youtu.be/WBVXw2Ih6qY?si=PeTDoHjJt1BOshEg" target="_blank"&gt;SPY Vs VOO: Which of Warren Buffett’s Two ETFs Are a Better Bet?&lt;/a&gt;&lt;/p&gt;&lt;p&gt; &lt;/p&gt;&lt;p&gt;&lt;strong&gt;Read what our team is writing:&lt;/strong&gt;&lt;/p&gt;&lt;p&gt;&lt;a href="https://www.morningstar.com/people/ivanna-hampton" target="_blank"&gt;Ivanna Hampton&lt;/a&gt;&lt;/p&gt;&lt;p&gt;&lt;a href="https://www.morningstar.com/people/john-rekenthaler" target="_blank"&gt;John Rekenthaler&lt;/a&gt;&lt;/p&gt;&lt;p&gt; &lt;/p&gt;&lt;p&gt;&lt;strong&gt;Follow us on social media.&lt;/strong&gt;&lt;/p&gt;&lt;p&gt;Facebook: &lt;a href="https://www.facebook.com/MorningstarInc/" target="_blank"&gt;https://www.facebook.com/MorningstarInc/&lt;/a&gt;&lt;/p&gt;&lt;p&gt;Twitter: &lt;a href="https://twitter.com/MorningstarInc" target="_blank"&gt;https://twitter.com/MorningstarInc&lt;/a&gt;&lt;/p&gt;&lt;p&gt;Instagram: &lt;a href="https://www.instagram.com/morningstar" target="_blank"&gt;https://www.instagram.com/morningstar&lt;/a&gt;... &lt;/p&gt;&lt;p&gt;LinkedIn: &lt;a href="https://www.linkedin.com/company/5161/" target="_blank"&gt;https://www.linkedin.com/company/5161/&lt;/a&gt;&lt;/p&gt;&lt;p&gt; &lt;/p&gt;
</description>

Also, the factors that helped lift Morningstar’s suggested starting safe withdrawal rate.

The 4% Retirement Rule is Just a Starting Point

David Harrell, editor of Morningstar DividendInvestor newsletter, explains why some income-focused investors may skip adding two new dividend stocks, Meta and Salesforce, to their portfolios. Preston Caldwell, senior US economist for Morningstar Research Services, talks about why he expects more rate cuts than the Federal Reserve’s projections.Adobe’s Strong Q1 & Disappointing ForecastDo Salesforce and Meta Pay Dividends?Meta and Salesforce New Dividends  What Can Meta and Salesforce Shareholders Expect?Will Meta and Salesforce Diversify the Pool of Dividend-Paying Stocks?Mega-Cap Stocks and Dividend InvestingWhy We Think 5 Interest-Rate Cuts Are Coming in 2024Will Interest Rates Drop in 2024?When Will the Fed First Cut Interest Rates?Federal Reserve’s Longer-Term Outlook  Read about topics from this episode.  <a href="https://www.morningstar.com/markets/after-earnings-is-adobe-stock-buy-sell-or-fairly-valued" target="_blank">After Earnings, Is Adobe Stock a Buy, Sell, or Fairly Valued?</a> <a href="https://www.morningstar.com/stocks/what-stock-investors-need-know-about-metas-new-dividend" target="_blank">What Stock Investors Need to Know About Meta’s New Dividend</a> <a href="https://www.morningstar.com/stocks/salesforce-earnings-firm-declares-dividend" target="_blank">Salesforce Earnings: Firm Declares a Dividend</a> <a href="https://www.morningstar.com/economy/fed-track-june-rate-cuts-more" target="_blank">Fed on Track for June Rate Cuts and More</a>  What to watch from Morningstar.<a href="https://youtu.be/tcYvnwjPFkA?si=9FWgpCvdHhPGTdSc" target="_blank">What’s Surprising Some Retirees About Their Social Security Benefits?</a><a href="https://youtu.be/WBVXw2Ih6qY?si=PeTDoHjJt1BOshEg" target="_blank">SPY Vs VOO: Which of Warren Buffett’s Two ETFs Are a Better Bet?</a><a href="https://youtu.be/IYHTOdrvoVs?si=kfdhdJBcX2BToG9J" target="_blank">Walmart Stock Split and Earnings Are Coming Up. What to Expect.</a><a href="https://youtu.be/ltcMHu3RYYk?si=lfCgPUcU5Fvg19Uj" target="_blank">Should You Bet on Online Gambling Stocks Now?</a> Read what our team is writing:<a href="https://www.morningstar.com/people/ivanna-hampton" target="_blank">Ivanna Hampton</a><a href="https://www.morningstar.com/people/preston-caldwell" target="_blank">Preston Caldwell</a> <a href="https://www.morningstar.com/authors/212/david-harrell" target="_blank">David Harrell</a>  Follow us on social media.Facebook: <a href="https://www.facebook.com/MorningstarInc/" target="_blank">https://www.facebook.com/MorningstarInc/</a>Twitter: <a href="https://twitter.com/MorningstarInc" target="_blank">https://twitter.com/MorningstarInc</a>Instagram: <a href="https://www.instagram.com/morningstar" target="_blank">https://www.instagram.com/morningstar</a>... LinkedIn: <a href="https://www.linkedin.com/company/5161/" target="_blank">https://www.linkedin.com/company/5161/</a>

<description>&lt;p&gt;David Harrell, editor of Morningstar DividendInvestor newsletter, explains why some income-focused investors may skip adding two new dividend stocks, Meta and Salesforce, to their portfolios. Preston Caldwell, senior US economist for Morningstar Research Services, talks about why he expects more rate cuts than the Federal Reserve’s projections.&lt;/p&gt;&lt;p&gt;Adobe’s Strong Q1 &amp; Disappointing Forecast&lt;/p&gt;&lt;p&gt;Do Salesforce and Meta Pay Dividends?&lt;/p&gt;&lt;p&gt;Meta and Salesforce New Dividends  &lt;/p&gt;&lt;p&gt;What Can Meta and Salesforce Shareholders Expect?&lt;/p&gt;&lt;p&gt;Will Meta and Salesforce Diversify the Pool of Dividend-Paying Stocks?&lt;/p&gt;&lt;p&gt;Mega-Cap Stocks and Dividend Investing&lt;/p&gt;&lt;p&gt;Why We Think 5 Interest-Rate Cuts Are Coming in 2024&lt;/p&gt;&lt;p&gt;Will Interest Rates Drop in 2024?&lt;/p&gt;&lt;p&gt;When Will the Fed First Cut Interest Rates?&lt;/p&gt;&lt;p&gt;Federal Reserve’s Longer-Term Outlook&lt;/p&gt;&lt;p&gt; &lt;/p&gt;&lt;p&gt; &lt;/p&gt;&lt;p&gt;&lt;strong&gt;Read about topics from this episode.  &lt;/strong&gt;&lt;/p&gt;&lt;p&gt;&lt;a href="https://www.morningstar.com/markets/after-earnings-is-adobe-stock-buy-sell-or-fairly-valued" target="_blank"&gt;After Earnings, Is Adobe Stock a Buy, Sell, or Fairly Valued?&lt;/a&gt; &lt;/p&gt;&lt;p&gt;&lt;a href="https://www.morningstar.com/stocks/what-stock-investors-need-know-about-metas-new-dividend" target="_blank"&gt;What Stock Investors Need to Know About Meta’s New Dividend&lt;/a&gt; &lt;/p&gt;&lt;p&gt;&lt;a href="https://www.morningstar.com/stocks/salesforce-earnings-firm-declares-dividend" target="_blank"&gt;Salesforce Earnings: Firm Declares a Dividend&lt;/a&gt; &lt;/p&gt;&lt;p&gt;&lt;a href="https://www.morningstar.com/economy/fed-track-june-rate-cuts-more" target="_blank"&gt;Fed on Track for June Rate Cuts and More&lt;/a&gt; &lt;/p&gt;&lt;p&gt; &lt;/p&gt;&lt;p&gt;&lt;strong&gt;What to watch from Morningstar.&lt;/strong&gt;&lt;/p&gt;&lt;p&gt;&lt;a href="https://youtu.be/tcYvnwjPFkA?si=9FWgpCvdHhPGTdSc" target="_blank"&gt;What’s Surprising Some Retirees About Their Social Security Benefits?&lt;/a&gt;&lt;/p&gt;&lt;p&gt;&lt;a href="https://youtu.be/WBVXw2Ih6qY?si=PeTDoHjJt1BOshEg" target="_blank"&gt;SPY Vs VOO: Which of Warren Buffett’s Two ETFs Are a Better Bet?&lt;/a&gt;&lt;/p&gt;&lt;p&gt;&lt;a href="https://youtu.be/IYHTOdrvoVs?si=kfdhdJBcX2BToG9J" target="_blank"&gt;Walmart Stock Split and Earnings Are Coming Up. What to Expect.&lt;/a&gt;&lt;/p&gt;&lt;p&gt;&lt;a href="https://youtu.be/ltcMHu3RYYk?si=lfCgPUcU5Fvg19Uj" target="_blank"&gt;Should You Bet on Online Gambling Stocks Now?&lt;/a&gt;&lt;/p&gt;&lt;p&gt; &lt;/p&gt;&lt;p&gt;&lt;strong&gt;Read what our team is writing:&lt;/strong&gt;&lt;/p&gt;&lt;p&gt;&lt;a href="https://www.morningstar.com/people/ivanna-hampton" target="_blank"&gt;Ivanna Hampton&lt;/a&gt;&lt;/p&gt;&lt;p&gt;&lt;a href="https://www.morningstar.com/people/preston-caldwell" target="_blank"&gt;Preston Caldwell&lt;/a&gt; &lt;/p&gt;&lt;p&gt;&lt;a href="https://www.morningstar.com/authors/212/david-harrell" target="_blank"&gt;David Harrell&lt;/a&gt; &lt;/p&gt;&lt;p&gt; &lt;/p&gt;&lt;p&gt;&lt;strong&gt;Follow us on social media.&lt;/strong&gt;&lt;/p&gt;&lt;p&gt;Facebook: &lt;a href="https://www.facebook.com/MorningstarInc/" target="_blank"&gt;https://www.facebook.com/MorningstarInc/&lt;/a&gt;&lt;/p&gt;&lt;p&gt;Twitter: &lt;a href="https://twitter.com/MorningstarInc" target="_blank"&gt;https://twitter.com/MorningstarInc&lt;/a&gt;&lt;/p&gt;&lt;p&gt;Instagram: &lt;a href="https://www.instagram.com/morningstar" target="_blank"&gt;https://www.instagram.com/morningstar&lt;/a&gt;... &lt;/p&gt;&lt;p&gt;LinkedIn: &lt;a href="https://www.linkedin.com/company/5161/" target="_blank"&gt;https://www.linkedin.com/company/5161/&lt;/a&gt;&lt;/p&gt;&lt;p&gt; &lt;/p&gt;
</description>

Also, Morningstar forecasts five interest rate cuts in 2024, and why Adobe’s outlook is slightly disappointing.

New Dividend Stocks: Can Meta and Salesforce Help Revive the Classic Strategy?

A thoughtful look at investing opportunities and risks beyond the market headlines, plus personal finance and retirement tips, from Morningstar.

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