Media Relations @MorningstarInc and @IUBloomington alum. Opinions my own.
Chicago, IL
Joined June 2009
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“Moving production out of Mexico and Canada to the U.S. would cost billions and probably mean higher prices relative to a tariff-free North America,” David Whiston, a @MorningstarInc analyst, said in a Tuesday note. @forbes forbes.com/sites/stephenpast…
Index funds are a great way to match the performance of the market. So why do so many investors end up falling short? @morningstarinc's @syouth1 wsj.com/finance/investing/me… via
"ETF investors shrug off election jitters and pump cash into Europe" Our own Syl Flood quoted! ft.com/content/7f2dac78-0ac1… via @ft
Sarah Wirth retweeted
We were excited to have @MorningstarInc stop by our #trading floor while hosting their Morningstar Investment Conference (#MICUS) in Chicago.
You can get real-time values of #MorningstarIndexes on our Cboe Global Indices Feed - see the full index list: bit.ly/3K21neq
Sarah Wirth retweeted
A great new @MorningstarInc report sheds light on the growth of active ETFs, which have surged over 20% annually since 2019. But investor beware—an “active” fund in an ETF wrapper does not guarantee that a fund will be successful.
bit.ly/4b5PO10
A sad day for my home state of #Arizona, from #TheBroadsheet: If Arizona’s top court can declare that a law that predates the state itself still applies to its 7.4 million residents in 2024, will federal lawmakers decide the same?
Loving the analogies by @MstarMarkets in this jobs week article - "What to watch" cnn.com/2024/04/02/investing…
Pre-retirement withdrawals were highest among Black and Hispanic workers, as were the odds of having outstanding 401(k) loans. For Black workers ages 55 to 59, the likelihood of having a loan is 49 percent. investmentnews.com/retiremen… via @investmentnews
From the new CFERS collaborative, including Morningstar Retirement: Can Plan Design Changes Address the Racial and Gender Savings Gap? napa-net.org/news-info/daily…
"Citi will allow female employees in India to work remotely for as much as one year after their 26-week maternity leave, part of a bid to expand benefits and retain women" Yes, please! bloomberg.com/news/articles/… via @thefuture
"Nobody broadcasts anymore," Howell says. "Everybody narrowcasts."
Chicago's WLS-AM to double down on conservative format axios.com/local/chicago/2023…
Sarah Wirth retweeted
Today we honor the memory of all the brave souls we lost 22 years ago. May we always remember their stories, the courage of our first responders, and the sacrifices our troops made to protect us in the years that followed.
Morningstar Launches Enterprise Analytics Platforms and API For Mo Chatbot wealthmanagement.com/technol…
People always ask why I left my hometown for Chicago: The room had all the trappings you’d expect from a resort where guests pay $1,200 a night during the times of year when Scottsdale doesn’t feel like the surface of the sun. wsj.com/articles/cheapest-fo… via @WSJ
By turning out in groups, women created a multiplier effect and propelled watershed success for the ‘Barbie’ movie, Beyoncé’ and Taylor Swift.
wsj.com/articles/the-summer-… via @WSJ
Eric Compton...said that while bank earnings will continue to face pressure, the sector should “easily remain profitable...banks are already holding excess reserves and are at least partially reserved for any potential recession.” washingtonpost.com/business/…
Investors pull huge sums from expensive investment funds, new report from @MorningstarInc ft.com/content/eeb2cc18-cf79…
Came to @westelm to check out a $1400 table but it’s covered in product. They won’t let us look at the table w/o the product or remove the leaf / won’t help us. Awesome customer service!
