Editorial Director, Morningstar Investment Management LLC. Passionate about financial wellness and data visualization. This is a personal account.
Chicago
Joined November 2008
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Yep -- he likes them because of the absolute power they give him -- he can basically wake up each morning and reward or punish countries and large companies, based on his mood that day. And it's another way of commanding attention and media coverage. wsj.com/opinion/why-the-trum…
Fascinating bit from a recent episode of @MorningstarInc's Long View podcast w/ @christine_benz & @AmyCArnott1: Charley Ellis wonders if the term "passive" hindered the growth of index investing. morningstar.com/podcasts/the… #indexing
Did this last night and it worked like a charm -- had a response (and my AA account info added) within 5 minutes.
How To Get Your Alaska Booking On Your American Account
Just had to do this again for another booking. This is how you still get your AA perks even when it is a partner booking. I added another tip shared last time that makes it easier too.
travel-on-points.com/add-ala…
I was thrilled to see yesterday's court decision, but as @MorningstarInc's Preston Caldwell explains, we're not yet out of the woods when it comes to #tariffs.
morningstar.com/economy/why-…
And from that notorious left-wing rag, @NRO: "The new tariffs are economically illiterate, self-destructive, top-to-bottom nonsense, imposed with no sense of rhyme or reason..." nationalreview.com/the-morni… #tariffs
Some thoughts from his colleagues (including me) on John Rekenthaler, who is stepping away from his regular column for @MorningstarInc.
Our tribute to John Rekenthaler and what he’s meant to us.
spr.ly/6016sQlbq
Wow: "Through the end of August, the top three firms, Vanguard, BlackRock, and Fidelity, make up 51% of fund assets under management in the US."
morningstar.com/funds/top-us…
The Long View podcast from @MorningstarInc is always a great listen/read (there's a complete transcript). But this episode -- @christine_benz interviews @ClementsMoney -- is an especially good one!
morningstar.com/personal-fin…
Something I didn't expect to see today -- a WSJ opinion piece praising the policies of the Carter Administration! wsj.com/opinion/jimmy-carter…
#JimmyCarter100
An interesting behavioral factoid from the new @christine_benz "How to Retire" book (out this week): People tend to assume they won't live until the "breakeven" point if they delay Social Security, enough so that the SSA removed the tool from its website!
morningstar.com/retirement/d…
I'm fine with synchronized diving, but it seems like there's a long list of other Olympic sports that are equally worthy of synchronization: pole vaulting, shot putting, etc. #OlympicGames #Olympic2024 #OlympicGamesParis2024
Do the horses in the equestrian events receive medals, or do they get the "Chewbacca at the end of the first Star Wars movie" treatment? #OlympicGames
In this monthly series, we take a look at the dividend prospects of three stocks that are popular with income investors. Here are the dividend prospects of a REIT, a utility, and a toymaker. spr.ly/6014eo7ls
I'm glad to see that this truly excellent @nytgraphics interactive tool from 2013 is still live. #cicadas, #broodXIII
archive.nytimes.com/www.nyti…
