Brian Paoli

Featured

What Bond ETF Investors’ Shifting Tactics Tell Us About the Fed’s Plan for Inflation

Brian Paoli Sep 3, 2026

How You Can Utilize the Durable Tax Efficiency of ETFs

Brian Paoli Aug 18, 2026

Active Fund Manager Success Rates Ticked Up in 2026, but Passive Funds Still Hold the Advantage

Brian Paoli Aug 6, 2026

ETFs Continue to Gather Assets Despite Performance Woes in July

Brian Paoli Aug 5, 2026

ETF Investors Trade Crypto and Gold for Semiconductors in June

Brian Paoli Jul 6, 2026

More From Brian Paoli

ETF Weighting Matters More Than You Think

Market-cap, equal-weighted, and fundamental-weighted ETFs can hold similar stocks but have very different profiles.

Brian Paoli Jun 17, 2026

Not All Value ETFs Are the Same. Here’s What Performance Can Tell Us

Exploring the differences between the CRSP and S&P value indexes.

Brian Paoli May 13, 2026

This Vanguard ETF Effectively Captures the Large Value Segment of the US Stock Market

A portfolio full of stable earners and low fees gives this fund an advantage.

Brian Paoli Apr 23, 2026

The Newest Wave of ETFs Is Leading to Mini Bubbles

Investors: Be wary of trends that dominate headlines and then emerge as the target of a new ETF.

Brian Paoli Mar 18, 2026

Can AI Chatbots Build a Retirement Portfolio? We Tested Them

A head‑to‑head investing comparison of ChatGPT and Copilot against robo‑advisors and target‑date funds.

Brian Paoli Feb 3, 2026

Real Estate Funds in 2025: What Investors Need to Know

A look at trends, performance, and investing opportunities in REITs.

Brian Paoli Nov 26, 2025

Can Fundamental Weighting Help Stock Investors Increase Their Returns?

Why portfolio weighting mechanisms have delivered different results, despite having similar value exposure.

Brian Paoli Oct 22, 2025

Brian Paoli is an associate manager research analyst for Morningstar. He covers passive strategies across a variety of equity and fixed-income categories.

Before assuming his current role in August 2025, Paoli worked as an onboarding specialist at Morningstar. He joined Morningstar in July 2024.

Paoli holds a bachelor’s degree in financial planning from the University of Illinois at Urbana-Champaign.

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