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Christine Benz

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  1. These Funds' Strong Star Ratings Don't Tell the Whole Story

    Despite their rosy returns during the recent rally, these bull-market stars posted big losses in 2008.

  2. An Overlooked Vehicle for Retirement Savings

    Health-savings accounts are the only triple tax-advantaged vehicle in the tax code.

  3. 3 Retiree Pitfalls in a Still-Lofty Market

    Beware the dangers of complacency, remember the virtues of defensive holdings, and resist the temptation to overreach for yield, says Morningstar's Christine Benz .

  4. The Error-Proof Portfolio: 4 Bad Reasons to Sell a Fund

    Performance, especially, can lead investors to sell funds that they should have hung on to.

  5. Think Twice Before Giving These Defensive Funds the Heave-Ho

    Although these conservatively positioned equity, balanced, and bond funds have lagged recently, they should serve investors well in more-volatile markets.

  6. Customize Your Income-Replacement Rate for Retirement

    Rules of thumb may be too high for affluent retirees with high savings rates, but health-care costs a major swing factor.

  7. Squeeze More Out of Cash Accounts

    Investors can wring more yield from their cash by using online banks, says Gary Zimmerman, founder of cash-management solution Max.

  8. What's the College Degree Payoff?

    College remains a good long-term investment, but years of stagnant wages and student debt await recent graduates.

  9. 3 Fund Ideas for a Tax-Efficient Portfolio

    Index funds aren't the only vehicles suitable for taxable accounts, and Morningstar's Russ Kinnel offers three names that can help minimize the tax hit.

  10. Generating Income in a Low-Yield World

    Investors should avoid over-engineering an income-only portfolio and consider a total return approach to generating the income they need, says Vanguard's Fran Kinniry.

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