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
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Full AgendaHighlighted Sessions
Making Money Last in Retirement

Christine Benz,
Mark Miller,
keynote Speaker
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.
Cream of the Crop: Our Favorite Funds in All Flavors

Sarah Bush
Russ Kinnel
Shannon Zimmerman

keynote Speaker
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.
Morningstar's Dividend Playbook
Josh Peters
keynote Speaker
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.