Christine Benz
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Seasoned Professional Seeks Guidance on Pre-Retirement Portfolio
… Vance Flt Rt EIBLX 15,000 1.37 Advisor-Managed Taxable: T. Rowe ST Bond PASHX 66,411 6.08 Health Savings Account: JPMorgan Core Bond PGBOX 12,266 1.12 Total 1,092,913 100 Data as of May 23. See More Articles by Christine Benz
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Morningstar.com's 2013 Portfolio Makeover Week
… investment goals. During Morningstar.com's 2013 Portfolio Makeover Week, our director of personal finance, Christine Benz , will help a diverse set of investors fit the pieces together. She'll size up existing holdings and present a …
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Soon-to-Retire Couple Balances Travel Dreams With Portfolio Longevity
… Mutual Shares MUTHX 58,314 3.21 Taxable: Primecap Odyssey Aggressive Growth POAGX 25,000 1.38 Taxable: Fidelity Short-Interm Muni Income FSTFX 65,291 3.59 Total 1,817,597 100 Data as of May 22. See More Articles by Christine Benz
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Newer Investor Seeks Guidance on Asset Allocation
… 45 Roth IRA: Vanguard Total Intl Stock Index VTIAX 11,450 4.84 403(b): Am Funds Washington Mutual R3 RWMCX 4,780 2.02 403(b): Am Funds Cap Inc Bldr R3 RIRCX 4,000 1.69 Total 236,814 100 See More Articles by Christine Benz
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Sandwich Generation Couple Plots Transition to Retirement
… Trad. IRA: Vanguard ST Infl-Prot Sec VTIPX 25,000 3.88 N/A Cynthia's Roth IRA: Vanguard Div Growth VDIGX 30,000 4.66 Frank's Roth IRA: Vanguard Cap Opp VHCOX 19,905 3.09 Total 643,943 100 See More Articles by Christine Benz
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Your Biggest Real Estate Blunder (and What You Learned from It)
… summarize your responses in an article that will run on Morningstar.com this coming Sunday, May 26. I look forward to hearing from you, and thank you in advance for your responses! Christine Benz Director of Personal Finance Morningstar, Inc.
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The Multitaskers: Saving for Retirement With an Eye on College
… Oakmark Intl OAKIX 23,146 5.49 Steven's 401(k): Vanguard Dividend Growth VDIGX 11,197 2.66 Steven's 401(k): Vanguard Total Bd Mkt Idx VBMFX 20,000 4.74 Total 421,683 100 Data as of May 16. See More Articles by Christine Benz
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Get a Handle on Your Portfolio… Our Portfolio Makeover Week kicks off May 20, and Christine Benz , our director of personal finance, has been gleaning ..... on their own. Thanks for joining me, Christine. Christine Benz : Jason, great to be here. Stipp: Among the concerns …
Stipp for Morningstar. Our Portfolio Makeover Week kicks off May 20, and Christine Benz , our director of personal finance, has been gleaning some insights from readers' submissions, submitting their portfolios for review. She is here to talk about some frequent concerns and how investors might address them on their own. Thanks for joining me, Christine. Christine Benz : Jason, great to be here. Stipp: Among the concerns that you've seen over and over from readers who have submitted their portfolios -
No Great Rotation Into Equity Funds YetChristine Benz : Hi, I am Christine Benz for Morningstar.com. After a strong start to the year ..... much for being here. Michael Rawson: Thanks for having me Christine . Benz : Mike, let's take this category by category, starting …
Christine Benz : Hi, I am Christine Benz for Morningstar.com. After a strong start to the year, equity-fund flows looked tepid in April, while bond-fund flows continue to be robust. Joining me to provide some color on the latest fund-flow data is Michael Rawson. He is a fund analyst with Morningstar. Mike, thank you so much for being here. Michael Rawson: Thanks for having me Christine . Benz : Mike, let's take this category by category, starting with domestic equity. We had a really strong start to the year. A lotso much for being here to share your insights. Rawson: Thank you, Christine . Benz : Thanks for watching. I am Christine Benz for Morningstar.com. -
401(k) Pros and Cons… to talk about the pros and cons of 401(k)s is Christine Benz , our director of personal finance. Thanks for being here, Christine. Christine Benz : Jason, great to be here. Stipp : So 401(k …
cloth. Here to talk about the pros and cons of 401(k)s is Christine Benz , our director of personal finance. Thanks for being here, Christine. Christine Benz : Jason, great to be here. Stipp : So 401(k)s can be a great vehicle for investors. In fact, it's maybe the