Morningstar's Jeff Ptak (#390)
The managing director for Morningstar Research Services and the author of the Substack column Basis Pointing, Jeff Ptak, talks saving and investing.
It's So Simple
Substack: Basis Pointing
Learned by Being Burned (short pod series about K-12 403(b) issues)
403bwise.org
Meridian Wealth Manag…
Why Investors Earn Less Than Their Funds, and the Small-Cap Surge
When evaluating a fund, one of the first sets of numbers you'll likely look up is its past returns. But those are not the returns that owners of that fund actually earned. Robert Brokamp speaks with Morningstar’s Jeff Ptak about which investor behaviors and types of funds are more associated with u…
Investors Still Need to Mind the Gap in Their Funds’ Returns
Are you getting the most out of your fund’s performance? Over the past 10 years, the average dollar invested in US mutual funds and exchange-traded funds earned 1.2% less per year than what those funds returned during the same period. That’s the top-line finding in this year’s Mind the Gap study, w…
From the Court to Clippers, How Pro Volleyball Player Jeff Ptak Built a Winning Salon Business
From Buffalo to Fort Wayne, from NCAA Final Four glory to pro courts across Italy, Russia, Brazil, and beyond, Jeff Ptak turned a decade-plus volleyball career into a second act as one of Fort Wayne's most sought-after salon owners. In this conversation, Brad Noll and Jeff unpack how fundamentals, …
Mid-Year Check-In & the AI Trade That Won't Quit
Dave Nadig and Sumit Roy of ETF.com, sit down this week with Cinthia Murphy (TMX VettaFi), Jeff Ptak (Morningstar), and Todd Sohn (Baird Strategas) to unpack a wild first half of 2026 for ETFs.
On the table: a trillion dollars in inflows and counting, Jeff's fresh-off-the-Hill testimony before Co…
Why Do Active Funds Lag Even With Winning Picks?
Picking winning stocks is just part of the battle to beat an index. Active managers make investing moves when opportunities arise or dry up. They also rely on a team of analysts and state-of-the-art tools to help them uncover the next big investment idea. Yet, an in-depth dive into the top 100 larg…
Jeff Ptak: The Simple Secret to Becoming a Better Investor
Our guest on the podcast today is Jeff Ptak. He’s a longtime Morningstar employee and currently serves as managing director for Morningstar Research Services. He originally joined Morningstar back in 2002 as a senior mutual fund analyst. Jeff was one of the original two co-hosts of this podcast and…
Andy Clarke and Nelson Wicas: Index Funds Aren’t Really Passive, And Other Lessons for Building a Better Portfolio
Our guests on the podcast today are Andy Clarke and Nelson Wicas, co-authors—along with Ganesh Suntharam—of the new book, The Architecture of Wealth: The Art and Science of Portfolio Construction. Andy has spent more than three decades as an investment researcher and writer. He has worked at Mornin…
Jeff Ptak: The Simple Secret to Becoming a Better Investor
Our guest on the podcast today is Jeff Ptak. He’s a longtime Morningstar employee and currently serves as managing director for Morningstar Research Services. He originally joined Morningstar back in 2002 as a senior mutual fund analyst. Jeff was one of the original two co-hosts of this podcast and…
Why Investors Earn Less Than Their Funds, and the Small-Cap Surge
When evaluating a fund, one of the first sets of numbers you'll likely look up is its past returns. But those are not the returns that owners of that fund actually earned. Robert Brokamp speaks with Morningstar’s Jeff Ptak about which investor behaviors and types of funds are more associated with u…
পডকাস্ট সার্চ ইঞ্জিন
আপনি আমাদের ওয়েবসাইট ব্যবহার করতে পারেন3,825,429পডকাস্ট এবং195,900,218পর্বগুলি মানুষ, স্থান, বা বিষয় দ্বারা অনুসন্ধান করতে৷
জ্ঞানেই বিনিয়োগের সর্বোত্তম ফল মেলে, তাই আমি পডকাস্ট শুনি।
‐ Benjamin "Llamacorn" Franklin
সম্পাদনা
পডকাস্ট ডেটাবেস আপ টু ডেট রাখতে সাহায্য করার জন্য আপনাকে ধন্যবাদ।
