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.
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.
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.
Retirees should think twice before adding foreign-currency-denominated bonds, dedicated emerging-markets funds, and alternatives to their portfolios, says Morningstar's Christine Benz .
A bucket approach to retirement investing can be both sensible and streamlined with these tips from Morningstar's Christine Benz .
Morningstar's Christine Benz highlights some of her favorite ETFs and low-minimum-investment funds for new investors.
Morningstar's Christine Benz sizes up an income-only approach, a pure total-return method, a hybrid technique, and a simple one-fund strategy.
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 .
The mutual fund and ETF industry is awash with new investment types, but there's a shortage of solution-based funds that address real investors' needs, says Morningstar's Christine Benz .
Your cash flow needs can help you triangulate a sensible asset mix in retirement, says Morningstar director of personal finance Christine Benz .