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Christine Benz

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  1. Christine Benz's 6-Step Portfolio Checkup

    Morningstar's director of personal finance outlines how to gauge your portfolio's viability, evaluate your allocation, troubleshoot risk factors, and more in this special Web seminar presentation.

  2. Morningstar Investment Conference: On Demand

    Watch insights from the top leaders in the financial industry online.

  3. Christine Benz's Tips for Turbulent Markets

    Morningstar's director of personal finance recommends locking down short-term income needs in cash-like investments, stress-testing your bond holdings, and staying poised to buy on the dips.

  4. Morningstar Investment Conference: Practical Advice for an Evolving World

    Indexing, automated advice, and the new fiduciary standards.

  5. Mind the Gap 2016

    What factors lead to better investment timing?

  6. My Top Picks for the Morningstar Investment Conference

    Here’s what I’m looking forward to learning at this year’s event.

  7. Making Money Last in Retirement

    Panel discussion: Christine Benz , advisor Mark Balasa, and Morningstar columnist Mark Miller discuss how withdrawal rates, asset allocation, Social Security decisions, and long-term-care insurance factor into portfolio sustainability.

  8. 'Backdoor' IRA Forget-Me-Nots

    When using the maneuver, mind the pro-rata rule, don't dally with your nondeductible IRA, and remember the do-over option, if you need it, says Morningstar's Christine Benz .

  9. Benz's Fourth-Quarter Punchlist for Retired Investors

    Moving into the year's final stretch, retirees should review their withdrawal rates, RMD and tax strategies, and current Medicare coverage, says Morningstar's Christine Benz .

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