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Market Outlooks
2022 Outlook: 2 x 2 Investing Grid from Our Investment Experts
This insight has been created to highlight the most important issues facing investors, share insights from our current research, and help you make better investment decisions as we enter 2022. It has been compiled by our investment leaders and draws on the work of our global team.
Client Experience
[Infographic] - Importance of Avoiding Big Losses
This piece is approved to use with clients.
Understand how large losses can have a disproportionate effect on investors financially and emotionally.
Market Outlooks
Berkshire Hathaway Special: Key Learnings from the 2021 Annual Meeting
Join Morningstar Investment Management’s Michael Corty, Head of US Equity Strategies, and John Owens, Senior Portfolio Manager- Select Equity Portfolios, as they cover key takeaways from Berkshire Hathaway’s annual meeting. With Buffet's successor just announced, you won't want to miss these insights!
Business Development
Making the Transition from Managing Assets to Managing Wealth: An Advisor's Checklist
This piece is approved to use with clients.
A brief checklist of considerations for adding managed portfolios to your practice.
Client Experience
Valuation: The Key to Understanding Past and Expected Returns
All investment strategies will experience times of underperformance. If investors trade out of a portfolio after it underperforms, they lock in those losses—something that can destroy wealth over time. Often periods of underperformance are followed by rebounds. But when might an investor expect a portfolio to rebound?
Behavioral Finance
Rules as Tools: Using Heuristics to Help Empower Financial Success
People often use simple mental shortcuts, also called heuristics, when they make everyday decisions. But can these rules of thumb improve financial well-being? We studied commonly used rules of thumb in four financial categories (saving, spending, investing, and debt management).
Client Experience
4 Ways to Enhance Your Practice with Behavioral Finance
Redefining Behavioral Finance
Behavioral Finance
GameStop, Reddit, and Robinhood vs. Investing for the Long Run
This piece is approved to use with clients.
Expecting massive, short-term stock price increases is speculation, not investing. At Morningstar Investment Management LLC, we believe recent investing behavior, perhaps exacerbated and amplified by social media, is concerning. Here's why we think this behavior highlights the value of working with an investment professional for sound, long-term financial planning.