Personality Type Theories and Investing
The fundamental characteristics of personality types are connected with the concept of the financial personality type.
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Experts Answer Your Retirement QuestionsFinancial planner Mark Balasa and Morningstar's Christine Benz and David Blanchett tackled viewers' most pressing retirement questions, from determining savings rates and income needs to planning for Social Security and maximizing retirement accounts .
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Fund Favorites and Follies Over 20 YearsIn this special 50-minute panel discussion, Morningstar's Christine Benz , Russ Kinnel, and John Rekenthaler chart fund investing's course over the last two decades, discuss investors' biggest challenges today, and reveal some of their favorite longtime picks.
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Session 2: Midyear Portfolio Checkup and Risk Factor ReviewDirector of personal finance Christine Benz will help you check your true exposures and stress-test your holdings in session 2 of Morningstar's 2012 Midyear Financial Checkup.
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The Best Time to Claim Social Security? It DependsDelaying Social Security benefits until age 70 offers the best return for retirees , but there are instances when it's helpful to claim as early as possible.
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Low-Cost Annuities Can Provide a Portfolio FloorThe addition of a low-cost annuity to a balanced portfolio can help ease some concerns about longevity risk says Vanguard's Maria Bruno.
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How to Build Your Income StreamAs yields remain low, today's retirees have to really think out of the box when it comes to building an income stream; noted advisor Harold Evensky and Vanguard's John Ameriks explore practical strategies to obtain income without overstretching for yield.
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Answering Your Questions on BondsMorningstar's Eric Jacobson responds to reader concerns about fixed income in the current low-rate environment, touching on duration, whether to sell holdings, the idea of moving into cash, and more.
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Tackling the Retirement -Income ChallengePremium Member Video: Financial experts John Ameriks, Sue Stevens, and Bill Bernstein address how to allocate fixed-income assets, the importance of total return, the role of annuities , retirement distribution rates, and more in this special panel discussion hosted by Christine Benz .
