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The Long View

The Long View

De: Morningstar
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Expand your investing horizons and look to the long term. Join hosts Christine Benz, Dan Lefkovitz, and Amy C. Arnott as they talk to influential leaders in investing, advice, and personal finance about a wide-range of topics, such as asset allocation and balancing risk and return.2025 Morningstar, Inc. Economía Exito Profesional Finanzas Personales Gestión y Liderazgo Liderazgo
Episodios
  • Lyle Fitterer: The State of the Municipal Bond Market Today

    Lyle Fitterer: The State of the Municipal Bond Market Today
    Dec 16 2025

    Our guest on the podcast today is Lyle Fitterer, a senior portfolio manager and co-lead on the municipal bond sector for Baird Advisors. He has 36 years of experience managing bond portfolios. Prior to joining Baird in 2019, he served as the co-head of global fixed income and the head of the municipal fixed income team as Wells Fargo Asset Management. Lyle obtained his undergraduate degree in accounting from the University of North Dakota. He earned the chartered financial analyst designation in 1996 and is currently a member of the CFA Institute and the CFA Society of Milwaukee.

    Background

    Bio

    Baird Short-Term Municipal Bond Fund BTMIX

    Baird Strategic Municipal Bond Fund BSNIX

    Baird Quality Intermediate Municipal Bond Fund BMBIX

    Baird Core Intermediate Municipal Bond Fund BMNIX

    Baird Municipal Bond Fund BMQIX

    Muni-Bond Funds

    “The New Allure of Muni Bond Funds. Two Pros Point the Way,” by Debbie Carlson, barrons.com, Aug. 21, 2025.

    “Fitterer: Muni Bond Market Offers Compelling Opportunities,” Podcast with Chuck Jaffe, bairdassetmanagement.com, July 29, 2025.

    “Muni Bonds Aren’t Just for Rich Folks,” by Jeff Schlegel, fa-mag.com, Nov. 1, 2024.

    “Muni Bonds Are Looking Better,” by Elizabeth Foos, Morningstar.com, Oct. 28, 2025.

    Other

    Vanguard Tax-Exempt Bond Index Fund ETF Shares VTEB

    Vanguard Tax-Exempt Bond Index Fund Admiral Shares VTEAX

    “In Wreckage of Muni Market Crash, Brave Investors Eye Bonds at 90% Yields,” by Amanda Albright, advisorperspectives.com, March 25, 2020.


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    57 m
  • Joy Loverde: Planning Ahead for Care Needs as You Get Older

    Joy Loverde: Planning Ahead for Care Needs as You Get Older
    Dec 9 2025

    Our guest on the podcast today is Joy Loverde. Joy is the author of Who Will Take Care Of Me When I’m Old? and The Complete Eldercare Planner. She also gives keynotes and workshops on aging and eldercare to many different types of organizations. In addition, she serves as a consultant to senior housing providers, HR professionals, attorneys, financial planners, clergy, and other members of the eldercare industry. She has also been a family caregiver to family and friends.

    Background

    Bio

    Who Will Take Care of Me When I’m Old? Plan Now to Safeguard Your Health and Happiness in Old Age

    The Complete Eldercare Planner, Revised and Updated 4th Edition: Where to Start, Which Questions to Ask, and How to Find Help

    Eldercare

    “'Aging in Place Has a Shelf Life’: What This Eldercare Expert Wants You to Know,” by Beth Pinsker, marketwatch.com, Oct. 28, 2023.

    “Preparing Solo Agers to Receive Long-Term Care,” by Joy Loverde, generations.asaging.org, June 21, 2023.

    “How to Manage Sibling Conflict Over Care of Elderly Parents,” by Elaine K. Howley, health.usnews.com, Feb. 5, 2025.

    “Going Solo: How to Plan for Retirement When You’re on Your Own,” by Diane Harris, nytimes.com, July 20, 2025.

    “Create a Life of Independence and Connection in Later Years,” seattletimes.com, June 30, 2025.

    Other

    My Mother’s Money: A Guide to Financial Caregiving, by Beth Pinsker

    “Beth Pinsker: Lessons From ‘My Mother’s Money,’” The Long View podcast, Morningstar.com, Nov. 4, 2025.


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    52 m
  • Mark Higgins: Financial History Is More Relevant Than People Think

    Mark Higgins: Financial History Is More Relevant Than People Think
    Dec 2 2025
    Our guest on the podcast today is Mark Higgins. Mark serves as senior vice president for IFA Institutional, where he specializes in providing advisory services to institutional plans such as endowments, foundations, pension plans, defined-contribution plans, and various corporate plans. He’s the author of Investing in US Financial History: Understanding the Past to Forecast the Future. Mark graduated from Georgetown University, Phi Beta Kappa, and Magna Cum Laude with a bachelor’s degree in English and psychology. He received an MBA from the Darden School of Business at the University of Virginia. He is a CFA Charterholder and CFP professional. Mark, welcome to The Long View.BackgroundBioInvesting in US Financial History: Understanding the Past to Forecast the FutureMuseum of American FinanceArticles and Papers Discussed“The Story of Hetty Green: America’s First Value Investor and Financial Grandmaster,” by Mark Higgins, ssrn.com, March 11, 2022.“Rediscovering an American Treasure: The True Value of Hetty Green’s Legacy,” by Mark Higgins and Bethany Bengtson, researchgate.net, February 2025.“Investors Can Temper Their Inflation Fears: Post-Covid Inflation Is Unlikely to Resemble the Great Inflation of 1968-1982,” by Mark Higgins, papers.ssrn.com, Aug. 15, 2021.“The Phantom Menace: Inflated Expectations,” by Mark Higgins, finhistory.substack.com, Sept. 26, 2023.“Six Stages of Asset Bubbles: The Crypto Crash,” by Mark Higgins, businesstimes.com, Jan. 24, 2023.Other“Origins of the Great Inflation,” by Allan Meltzer, fedinprint.org, 2005.“The Anguish of Central Banking,” Lecture by Arthur F. Burns, perjacobsson.org, Sept. 30, 1979.Charles E. Merrill“A Rediscovered Masterpiece by Benjamin Graham,” by Jason Zweig, jasonzweig.com, March 31, 2015.“Portraits in Oversight: Ferdinand Pecora and the 1929 Stock Market Crash,” levin-center.org.Pioneering Portfolio Management: An Unconventional Approach to Institutional Investment, by David Swensen“Private Equity Confronts Swollen Investment Backlogs With Dealmaking Stuck,” by Maria Armental, wsj.com, June 2, 2025.“The Future Ain’t What It Used to Be for These Funds,” by Jason Zweig, wsj.com, June 6, 2025.The Great Inflation and Its Aftermath: The Past and Future of American Affluence, by Robert SamuelsonThe Big Board: A History of the New York Stock Market, by Robert Sobel Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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    52 m
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An intriguing walk through financial history with practical and timely current insights. A must listen for those interested in personal finance & preparing for retirement.

History with practical personal finance & retirement

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