Joe Mansueto started Morningstar from his house in 1984 with just $80,000. The mission was simple - to provide investors with unbiased research covering thousands of mutual funds, exchange traded funds, and other investments. Simply, Joe started Morningstar to deliver data to every day investors. Like we've encouraged clients, data and math are critical, they help us dispel doom and gloom narrative.

As it turns out, demand for Morningstar's services is enormous. Today, Morningstar is a publicly traded company worth nearly $13 billion with almost 10,000 employees. The mission hasn't changed - investors are placed first. Morningstar is also known as one of the most trusted names in finance, delivering millions of consistent data points across a massive universe of investments, helping family offices, financial advisors, and individual investors understand the merits of a particular company or fund.

Marta Norton, CFA, the Chief Investment Officer, Americas at Morningstar joined the company after working for the Bureau of Labor Statistics, covering the Producer Price Index and other inflation metrics. She's a graduate of Wheaton College in Wheaton, IL and is a Chartered Financial Analyst (CFA).

Marta knows a thing or two about data, math, and statistics. In fact, her role at Morningstar requires her to break through sentiment and focus on the facts. Marta joined Sam Hardy & myself on Episode 17 of Bullish to discuss the Federal Reserve, inflation, interest rates, international conflicts, upcoming U.S. elections, and a variety of other topics.

Nick Stenger and Sam Hardy represent Stenger Family Office, an independent fiduciary wealth management firm based in Naperville, IL. The company provides financial planning and investment advice, and through its related companies, tax preparation, estate planning strategies and insurance services, offering families of all net worth sizes a family office wealth management experience.

Disclosures:

The views expressed herein are those of the author and do not necessarily reflect the views of Stenger Family Office LLC or its affiliates. All opinions are subject to change without notice. Neither the information provided, nor any opinion expressed constitutes a solicitation for the purchase or sale of any security. Past performance is no guarantee of future results. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it. The strategies and/or investments discussed in this material may not be appropriate for all investors. Stenger Family Office LLC recommends that investors independently evaluate particular investments and strategies and encourages investors to seek the advice of a Financial Advisor. The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives.

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