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Morningstar’s Director of Personal Finance, Christine Benz, advises why an investor shouldn’t only rely on Morningstar® research, but should also do their own. She also breaks down the difference between index funds and exchange traded funds (ETFs).
Morningstar® researches mutual funds and rates them with stars to give investors a visual guideline of their performance. Our panelists discuss the benefits of using Morningstar® to help make the best investing decisions.
Today’s episode is sponsored by BUZZ Index
Today’s guest, Christine Benz:
Christine Benz is Morningstar’s Director of Personal Finance after two years as Director of Mutual Fund Analysis. She authored “Morningstar’s 30-Minute Money Solutions: A Step-by-Step Guide to Managing Your Finances”
Books: Morningstar’s 30-minute Money Solutions
Doug Goldstein | Rich as a King
Linda P. Jones | Be Wealthy and Smart
Miranda Marquit | Planting Money Seeds
Joe Saul-Sehy | Stacking Benjamins
For a quick bio of each of our show participants, head on over to our panelists page.
Send us your questions for a future Listener Letters episode
About our sponsor, BUZZ Index
Ever wonder if there were a way to capitalize on all of that online chatter made by millions of investors on social media? Well, your wait is over, because now advances in Artificial Intelligence and Natural Language Processing technologies are at your fingertips…. even if you personally don’t use social media! The BUZZ Index, licensed to an exchange traded fund and trading under ticker symbol BUZ, provides investors with a portfolio of securities that delivers a basket of large cap U.S. equities exhibiting the highest degree of positive investor sentiment. No surveys. No guessing. BUZ only tracks what’s volunteered – and if you ARE online, you know that a lot of information is volunteered: millions of posts, comments and blogs are analyzed each month!
Here’s how it works:. First, BUZZ targets the most mentioned large cap U.S. stocks across the Social Media landscape. The more active the conversation, the greater the reliability of the BUZZ.
Each of the most-mentioned stocks is then given an insight score based on BUZZ’s proprietary analytics and the 75 stocks with the most Bullish scores are included in the Index. Each month the BUZZ is tracked to capture the latest Big Data driven insights and then the 75 companies with the most Bullish scores are selected, positioning BUZZ to capture the highest return potential.
Invest in the wisdom of crowds. Visit MoneyTreePodcast.com/BUZZ for more information.