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Home>Christine Benz Videos

Christine Benz Videos

  1. Friday Five: Heinz-Kraft Deal Makes for a Tasty Combo

    The packaged-foods merger makes sense from a strategic standpoint, says Morningstar markets editor Jeremy Glaser. Plus, the Fed guessing game continues, and more.

  2. Converting to a Roth? Answer These 3 Questions First

    Ask yourself when you'll need the money, what your future tax bracket may be, and where you'll find the money to pay the taxes due upon conversion, says retirement expert Ed Slott.

  3. Retirement Planning in Overvalued Markets

    Ratcheting down your equity exposure when stocks are richly valued can help combat 'sequence of return' risk and improve retirement-income sustainability, says financial-planning expert Michael Kitces.

  4. Is the Do-It-Yourself Retirement Model Failing Us?

    401(k) auto-enrollment and auto-escalation programs have made a big difference, but too many retirement savers are still being left behind, says behavioral science and economics professor Richard Thaler.

  5. A Dynamic Approach to Asset Allocation

    Valuation should be a key driver of how an investor's asset allocation looks at a given life stage, says GMO's Ben Inker.

  6. IRA Contribution Tips and Traps

    Retirement expert Ed Slott discusses the key differences between Roth and Traditional IRA contributions, the pitfalls of backdoor Roth conversions, and the importance of spousal contributions and beneficiary forms.

  7. Aftertax 401(k) Contributions Get More Attractive

    A recent IRS ruling on Roth conversions of aftertax 401(k) money could make the option more appealing for savers who have maxed out their other accounts, says financial-planning expert Michael Kitces.

  8. How to Cope With a Lousy 401(k)

    Morningstar's Christine Benz explains how to size up plan costs and investment options as well as key workaround strategies.

  9. GMO's Sobering Forecast for Stock and Bond Returns

    U.S. stocks, particularly small caps, and bonds look unattractive overall, but low-double-digit nominal returns are possible for emerging-markets value stocks, says GMO's Ben Inker.

  10. 12 Contrarian Fund Picks for Your IRA

    Morningstar's Christine Benz recommends these tried-and-true value-leaning stock funds, still-open foreign-stock favorites, and TIPS funds for investors who want to tilt against the grain.

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