Margaret Giles

1 week ago | morningstar.com | Christine Benz |Margaret Giles

Margaret Giles: Hi, I’m Margaret Giles for Morningstar. The Bucket approach to retirement portfolio construction is designed to help retirees deal with bouts of volatility like the current one. Joining me to discuss how Bucket portfolios have been faring as of late is Christine Benz.

1 week ago | kessler-prod.reta52d8.eas.morningstar.com | Margaret Giles

If you’re making money, chances are you’ll have to pay taxes on it. In fact, Uncle Sam takes a decent-sized chunk of your paycheck before it even hits your bank account. Before you sign a lease or nail down your budget, you’ll need to figure out your “take-home pay,” or the amount of your hard-earned money that will actually end up in your pocket. This article answers two questions: How much can you expect to pay in taxes, and what is that tax money used for?

2 weeks ago | morningstar.com | Christine Benz |Margaret Giles

Margaret Giles: Hi, I’m Margaret Giles from Morningstar. The recent round of market volatility has implications for investors who are subject to required minimum distributions from their tax-sheltered accounts. Joining me to discuss that topic is Christine Benz. Christine is Morningstar’s director of personal finance and retirement planning, host of The Long View podcast, and author of the bestselling book How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement.

2 weeks ago | morningstar.com | Margaret Giles

As the conversation about concepts like a market correction, bear market, and economic recession has picked up, you may be wondering what it all means. What exactly is a bear market? And how does it differ from an economic recession? Are they related? We answer some questions you may ask while reading the latest financial news. Morningstar’s Take on Tariffs: Stock Impacts, Portfolio Tips, and MoreA bear market describes an environment of falling security prices—generally a decline of 20% or more.

3 weeks ago | morningstar.com | Zachary Evens |Margaret Giles

Margaret Giles: Welcome to Investing Insights. I’m your host, Margaret Giles. If you’ve read the news over the years, you know that members of Congress and their families seem to make more money than the rest of us trading stocks. However, whether they’ll continue to outperform the market (or trade stocks at all) remains to be seen. If you still want what they’re having, there are two exchange-traded funds that follow Democratic or Republican stock trades.