Carole Hodorowicz

Associate Engagement Editor for Morningstar, Inc • she/her • read my latest ⬇️

[Morningstar, Inc. @MorningstarInc]

Last year’s stock market rally leader $AAPL has fallen. Investors are changing their minds about $TSLA. Why are these two companies trailing behind the rest of The Magnificent Seven pack?

Find out on this week's Investing Insights ▶️🎙️ https://t.co/mmzsMXUPYD

[Carole Hodorowicz @cdhodorowicz]

@WadePfau @MorningstarInc Thanks for sharing, Wade!

[Wade Pfau @WadePfau]

Thank you @MorningstarInc and Carole Hodorowicz for suggesting that investors start with the Retirement Planning Guidebook to get themselves prepared for retirement!

Morningstar link: https://t.co/Eu74verAh1

Retirement Planning Guidebook at Amazon: https://t.co/UlHPaCgN3Z

[Morningstar, Inc. @MorningstarInc]

This week on Investing Insights, find out: https://t.co/b2652ajN9S

❓ When does a Roth make sense for an investor?
❓ Is it possible to combat lifestyle creep and up your savings?
❓ What are Buffer ETFs, and how do they work?

[Morningstar, Inc. @MorningstarInc]

With three kids and a single income, Drew and Emily need a portfolio that can address their family’s multiple goals.

@christine_benz puts their #PortfoliosInPractice to see what strategy works best for their situation. https://t.co/whqNTBfGja

[Morningstar, Inc. @MorningstarInc]

In celebration of #EarthDay2024, we took a closer look at our list of the best companies to own through a different lens.

We map out all the companies with Negligible or Low ESG Risk Ratings in our full list of the best #sustainable #stockpicks. https://t.co/lLgOGOHuPs

[Leslie Norton @leslienortonnyc]

Happy Earth Day! The battle to curb global warming continues, and investors have a critical role to play. Read @MorningstarInc's coverage here. #EarthDay2024 #ESGInvesting #Sustainableinvesting
https://t.co/giusUw2Blu

[Morningstar, Inc. @MorningstarInc]

So, you’ve filed your #taxes. Wondering if there was a missed opportunity to soften the #taxhit?

We're looking ahead to the next #taxday to see how you can make your #investing more tax efficient. https://t.co/Atogqp5Ky2

[Morningstar, Inc. @MorningstarInc]

Add these podcasts to your queue for #FinancialLiteracyMonth and beyond to keep up with market news, make smart money moves, and more. https://t.co/nLtGRSCwkJ

[Morningstar, Inc. @MorningstarInc]

In a pricey housing market, Justin and Mackenzie are trying their best to get a head start on retirement savings and becoming homeowners.

Can their portfolios help them balance, and achieve, both their immediate and long-term goals? https://t.co/iEFOHYlPKm

[Morningstar, Inc. @MorningstarInc]

Tomorrow is:
💲#Taxday
💲 The last day to contribute to an HSA for the 2023 tax year
💲 The last day to contribute to an IRA for the 2023 tax year

https://t.co/zuXJP6kSKE

[Morningstar, Inc. @MorningstarInc]

Which streaming service is the clear leader in your household? 🍿📺 https://t.co/FXRZSf69KR

This week on Investing Insights, we talk about:
🏀 The fight over the NBA TV deal
🥊 Why #Amazon and #Apple are such tough competitors
⭐ Our favorite streaming #stockpicks

[Morningstar, Inc. @MorningstarInc]

Why is #inflation still so sticky? Blame rising housing costs and higher gas prices. Here's what you need to know from the March CPI report: https://t.co/4ezPFc2mSl

[Christine Benz @christine_benz]

Another “best of” from my Portfolio Makeover series, in celebration of Financial Literacy Month.

[Morningstar, Inc. @MorningstarInc]

These first-time parents have a lot in flux in their lives.

And a portfolio with a lot of holdings and a lot of cash. @Christine_Benz helps the couple find balance with their life goals AND portfolio. https://t.co/AcC5dFeA9d

[Morningstar, Inc. @MorningstarInc]

What 3 words best describe #MICUS? Some of our featured speakers have a few ideas. Join us in Chicago this June to see for yourself! Register today: https://t.co/zfXbr2RQgA

[Morningstar, Inc. @MorningstarInc]

This 20-something investor is juggling multiple competing goals in a 30-year time frame:
✅ Buy a house
✅ Take a break from work to start a family
✅ Retire

Is it possible to have a portfolio that checks all the boxes? https://t.co/oo3H3Je53V

[Morningstar, Inc. @MorningstarInc]

#Dividend funds attract investors for a lot of reasons. And a big one is the regular income. But #dividendfunds have different styles, risks, and goals. How do you find the one that’s right for you?

Watch Investing Insights to find out. https://t.co/fKMuCEPFDr

[Christine Benz @christine_benz]

To celebrate Financial Literacy Month, we're re-running some of my most popular "Portfolio Makeovers." Check it out! 👇🏻

[Morningstar, Inc. @MorningstarInc]

Investors, build your bookshelf wealth and financial literacy with the best investing books. https://t.co/AP00jjjM0X