DIY Investor Day: Strategies for Building Better Portfolios
Our speakers will help you:
- Put today's market into perspective
- Learn how to make an in-retirement portfolio last
- Build a "Saver Portfolio" for retirement
- Choose great mutual funds for a variety of different needs
- Invest in dividend-paying stocks the Morningstar way
The live online conference starts at 9 a.m. Central Daylight Time Saturday, March 21.
Register for Free
One of the most vexing issues for retirees is selecting a withdrawal rate:
How much can I withdraw from my portfolio over my retirement without depleting my assets too quickly?
On the flipside, an overly conservative plan may unnecessarily prevent investors from fully enjoying their
retirement years. The 4% rule of thumb is a decent starting place, but we'll help investors customize that approach,
optimize for tax savings, and monitor their situation over time.
Looking to beat the market with beaten-down value stocks? Searching for undiscovered growth in emerging markets?
Seeking a cushion for your bond investments in case of a rate shock? Join Russ Kinnel, Morningstar's director of
manager research, senior fund analyst Sarah Bush, and senior investment consultant Shannon Zimmerman from
Morningstar Investment Management for a discussion of some of our favorite funds for all corners of your portfolio.
With bond yields still in the cellar, the search for income remains a hot topic for investors.
Many have turned to or doubled down on dividend-paying stocks to bolster their portfolios' payouts.
Indeed, there are many reasons to like dividend-payers, but not just any old dividend will do. In this in-depth session,
Morningstar DividendInvestor newsletter editor Josh Peters will walk investors through his drill for uncovering
sustainable and growing dividends.