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  • Christine Benz's Year-End 6-Step Portfolio...(48:45)
  • Morningstar's director of personal finance outlines how to gauge your portfolio's viability, evaluate your allocation, troubleshoot risk factors, and ...
  • Date: December 30, 2014
  • Source: Morningstar.com
  • 3 Good Reasons to Sell a Fund(10:42)
  • Persistent performance problems across market cycles, management or strategy changes, or your own personal situation may necessitate a sale, says Morn...
  • Date: January 29, 2015
  • Source: Morningstar.com
  • 3 Risks That Might Be Lurking in Your Port...(14:03)
  • Investors should keep an eye on valuations and gauge their portfolios' vulnerability to inflation and rising interest rates when rebalancing, says Mo...
  • Date: January 28, 2015
  • Source: Morningstar.com
  • 3 Simple Ways to Bump Up Your Savings Rate(07:52)
  • Enforced discipline is key to ensuring you're saving enough to meet your needs, says Morningstar director of personal finance Christine Benz.
  • Date: January 20, 2015
  • Source: Morningstar.com
  • A Roadmap to Index Funds(06:22)
  • Before going passive, investors need to check under the hood and examine expenses, says Morningstar's Christine Benz.
  • Date: January 16, 2015
  • Source: Morningstar.com
  • 5 Fund Picks for Conservative Retirees(08:42)
  • Retired investors can tilt their portfolios to the safer side with these funds, says Morningstar’s Christine Benz.
  • Date: August 20, 2014
  • Source: Morningstar.com
  • Are Rising Rates Good or Bad for Retirees?(10:55)
  • Higher rates could bring much-needed yield to safer investments but could also crunch longer-term bond holdings and some areas of the stock market, sa...
  • Date: January 13, 2015
  • Source: Morningstar.com
  • Retirement Readiness on the Rise for Some(09:44)
  • Home-price appreciation and a strong stock market have brightened the picture for savers, but not across the board, says Morningstar's Christine Benz.
  • Date: January 01, 2015
  • Source: Morningstar.com
  • 3 Ways to Play Catch-Up in Retirement Savi...(09:20)
  • Consider ticking up your savings rate, working a bit longer (but maybe in a different job), and nudging your portfolio allocations, says Morningstar's...
  • Date: December 24, 2014
  • Source: Morningstar.com
  • 5 Dos and Don'ts for Your Year-End Portfol...(10:28)
  • Keep rebalancing, RMDs, fund capital gains, and account-funding deadlines in mind during your portfolio review, says Morningstar's Christine Benz.
  • Date: December 02, 2014
  • Source: Morningstar.com
  • 4 Key Retirement Risks and How to Overcome...(11:42)
  • Morningstar's Christine Benz offers solutions for facing a bear market early in retirement, outliving your money, falling behind inflation, and managi...
  • Date: November 18, 2014
  • Source: Morningstar.com

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