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Christine Benz

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  1. The Error-Proof Portfolio: Don't Get Nickel and Dimed by Your Health Savings Account

    Headlines

    Thu, 21 Aug 2014

    funds themselves have high costs relative to their peer groups, or simply aren't best of breed. Many banks offer HSAs, for example, but the investment lineups are limited to the house brand of mutual funds. See More Articles by Christine Benz

  2. Christine Benz article on HSA's

    Commentary

    Wed, 20 Aug 2014

    Thought i save the article but cannot find.    How do I get it again?   Also, some of the info in the rticle seems at variance with the IRS rules for HSA's.

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

    Headlines

    Wed, 20 Aug 2014

    also works on the Bronze-rated Thornburg Income Builder TIBAX. But the fund's terrible showing in 2008, when it lost nearly half of its value, demonstrates that its bold positioning can have a downside. See More Articles by Christine Benz

  4. Benz: 5 Fund Picks for Conservative Retirees

    Video Reports

    Tue, 19 Aug 2014

    her favorite ideas for more conservative retirees is Christine Benz , our director of personal finance. Christine, thanks for joining me. Christine Benz : Jason, great to be here. Stipp: So, investors

    Christine Benz found at 0:17

    to offer some of her favorite ideas for more conservative retirees is Christine Benz , our director of personal finance. Christine, thanks for joining me. Christine Benz : Jason, great to be here. Stipp: So, investors will want to play it safer as they get closer to retirement, but maybe
  5. An Overlooked Vehicle for Retirement Savings

    Headlines

    Mon, 18 Aug 2014

    expenditures aren't impeding your ability to contribute to other tax-sheltered retirement-savings vehicles. The Bogleheads site has a useful analysis on the question of whether to spend or save HSA assets. See More Articles by Christine Benz

  6. Indexing Gains Ground, but Not Everywhere

    Video Reports

    Sat, 16 Aug 2014

    Christine Benz : Hi, I'm Christine Benz for Morningstar.com. Amid a volatile equity market, investors ..... Strauts: Glad to be here. Benz: Thanks for watching. I'm Christine Benz for Morningstar.com.

    Christine Benz found at 0:00, 5:15

    Christine Benz : Hi, I'm Christine Benz for Morningstar.com. Amid a volatile equity market, investors pulled assets from U.S. stock funds in July. Joining me to discuss the latest
    being here. Strauts: Glad to be here. Benz: Thanks for watching. I'm Christine Benz for Morningstar.com.
  7. The Error-Proof Portfolio: 4 Bad Reasons to Sell a Fund

    Headlines

    Thu, 14 Aug 2014

    purchased them. Thus, a shareholder who sells shares pre-emptively to avoid a distribution may inadvertently trigger another, even larger tax bill on the spread between the cost basis and the sale price. See More Articles by Christine Benz

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

    Headlines

    Wed, 13 Aug 2014

    suboptimal for investors who are in active drawdown mode, because they won't exert control over which parts of their portfolios their withdrawals come from. This article explores that point in greater detail. See More Articles by Christine Benz

  9. Customize Your Income-Replacement Rate for Retirement

    Headlines

    Mon, 11 Aug 2014

    out of line with what you thought they would be. The potential for those unanticipated expenses argues for nudging your own income-replacement rate a bit higher to allow for some wiggle room in your planning. See More Articles by Christine Benz

  10. Funding retirement: Interest-dividends, buckets, total return, ... ?

    Commentary

    Sat, 9 Aug 2014

    and still fall too far behind inflation; for years we have leaned towards a bucket approach and recently M*'s Christine Benz has touted it, but it seems that maintaining 3 buckets and $ flowing among them is a lot of unnecessary work, when

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