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Home>Christine Benz Videos

Christine Benz Videos

  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. 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.

  3. 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.

  4. How to Fine Tune Your Investment Mix in Retirement

    In addition to moving from stocks to bonds, investors may also pivot away from more volatile intra-asset-class tilts as they move into retirement, says Morningstar's Christine Benz .

  5. '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 .

  6. 4 Key Retirement Risks and How to Overcome Them

    Morningstar's Christine Benz offers solutions for facing a bear market early in retirement, outliving your money, falling behind inflation, and managing high health-care expenses.

  7. 5 Dos and Don'ts for Your Year-End Portfolio Checkup

    Keep rebalancing, RMDs, fund capital gains, and account-funding deadlines in mind during your portfolio review, says Morningstar's Christine Benz .

  8. Retirement Savings: 3 Ways to Play Catch-Up

    Consider ticking up your savings rate, working a bit longer (but maybe in a different job), and nudging your portfolio allocations, says Morningstar's Christine Benz .

  9. Retirement Readiness on the Rise ... for Some

    Home-price appreciation and a strong stock market have brightened the picture for savers, but not across the board, says Morningstar's Christine Benz .

  10. Rising Rates: Good or Bad for Retirees?

    Higher rates could bring much-needed yield to safer investments but could also crunch longer-term bond holdings and some areas of the stock market, says Morningstar's Christine Benz .

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