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Christine Benz

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  1. 3 Fund Ideas for a Tax-Efficient Portfolio

    Video Reports

    Thu, 31 Jul 2014

    Christine Benz : Hi, I'm Christine Benz for Morningstar.com. Savvy investors focus on what they ..... Kinnel: You're welcome. Benz: Thanks for watching. I'm Christine Benz for Morningstar.com. FundInvestor Newsletter Want to hear

    Christine Benz found at 0:00, 4:55

    Christine Benz : Hi, I'm Christine Benz for Morningstar.com. Savvy investors focus on what they can control, and one of those factors is putting tax-efficient investments in their taxable
    share some tax-efficient ideas. Kinnel: You're welcome. Benz: Thanks for watching. I'm Christine Benz for Morningstar.com. FundInvestor Newsletter Want to hear more from the mutual fund experts? Subscribe to Morningstar Fundnvestor for exclusive research, coveted analysis
  2. The Error-Proof Portfolio: What's the Role of Bonds in Retirement Portfolios?

    Headlines

    Thu, 31 Jul 2014

    from two to four of those categories are appealing at any particular time. And part of why you are paying me as an advisor is to figure out which of those are the most efficient to take at any particular time." See More Articles by Christine Benz

  3. What's the College Degree Payoff?

    Video Reports

    Wed, 30 Jul 2014

    Christine Benz : Hi, I'm Christine Benz for Morningstar.com. Welcome to College Radar. Joining ..... here. Zoll: My pleasure. Benz: Thanks for watching. I'm Christine Benz for Morningstar.com.

    Christine Benz found at 0:04, 6:13

    Christine Benz : Hi, I'm Christine Benz for Morningstar.com. Welcome to College Radar. Joining me to discuss some recent developments on the college-funding front is Adam Zoll. He is
    much for being here. Zoll: My pleasure. Benz: Thanks for watching. I'm Christine Benz for Morningstar.com.
  4. Generating Income in a Low-Yield World

    Video Reports

    Tue, 29 Jul 2014

    Christine Benz : Hi, I'm Christine Benz for Morningstar.com. Retired investors face the challenge ..... thank you so much for being here. Fran Kinniry: Thank you, Christine . Benz : Fran, one thing that we both see in our work is that investors

    Christine Benz found at 0:04, 5:31

    Christine Benz : Hi, I'm Christine Benz for Morningstar.com. Retired investors face the challenge of trying to earn a livable income in a very low-yield environment. Joining me to discuss that topic is Fran Kinniry, a principal in Vanguard's Investment Strategy Group. Fran, thank you so much for being here. Fran Kinniry: Thank you, Christine . Benz : Fran, one thing that we both see in our work is that investors do very much look for income from their investments.
    here to discuss the logistics of the total return approach. Kinniry: Thanks, Christine . Benz : Thanks for watching. I'm Christian Benz for Morningstar.com.
  5. Have You Provided Financial Help to Family Members?

    Commentary

    Mon, 28 Jul 2014

    posting in the thread below. I'll summarize your comments in an article that will run on Morningstar.com this coming Sunday, August 3. I look forward to hearing from you! Christine Benz Director of Personal Finance Morningstar, Inc.

  6. Tips for an Early Retirement

    Headlines

    Sun, 27 Jul 2014

    from pensions, Social Security, and investments, and annual living expenses, and saw that we could easily cut free from the rat race. I flew out the door whistling a happy tune, and never looked back." See More Articles by Christine Benz

  7. 50 Must-Know Statistics About Long-Term Care

    Headlines

    Sun, 27 Jul 2014

    long-term care insurance policies. 102: Number of companies selling long-term care insurance policies in 2002. 12: Estimated number of companies selling long-term care insurance policies at the end of 2009. See More Articles by Christine Benz

  8. Portfolios Look Stock-Heavy

    Video Reports

    Sun, 27 Jul 2014

    Christine Benz : Hi, I'm Christine Benz for Morningstar.com. Have investors grown complacent in ..... thank you so much for being here. Fran Kinniry: Thank you, Christine . Benz : Fran, let's talk about investors' appetite for risk

    Christine Benz found at 0:04, 5:53

    Christine Benz : Hi, I'm Christine Benz for Morningstar.com. Have investors grown complacent in the extended bull market? Joining me to discuss that topic is Fran Kinniry. He is a principal in Vanguard's Investment Strategy Group. Fran, thank you so much for being here. Fran Kinniry: Thank you, Christine . Benz : Fran, let's talk about investors' appetite for risk. When we look at fund flows, we've seen flows into equity funds ebb and
    your insights. Kinniry: Thanks Christine. Appreciate it. Benz: Thanks for watching. I'm Christine Benz for Morningstar.com.
  9. 3 Defensive Fund Picks

    Video Reports

    Thu, 24 Jul 2014

    Christine Benz : Hi, I'm Christine Benz for Morningstar.com. Given stocks' runup over the past ..... Kinnel: You are welcome. Benz: Thanks for watching. I'm Christine Benz for Morningstar.com. FundInvestor Newsletter Want to hear

    Christine Benz found at 0:03, 5:44

    Christine Benz : Hi, I'm Christine Benz for Morningstar.com. Given stocks' runup over the past five years, investors might be feeling some trepidation about putting new money to work.
    share these ideas. Kinnel: You are welcome. Benz: Thanks for watching. I'm Christine Benz for Morningstar.com. FundInvestor Newsletter Want to hear more from the mutual fund experts? Subscribe to Morningstar Fundnvestor for exclusive research, coveted analysis
  10. 3 Portfolio Risks You May Be Overestimating

    Headlines

    Thu, 24 Jul 2014

    TEQIX and Global Discovery TEDIX , as well as First Eagle Overseas SGOVX , are also highly rated core funds whose volatility over the past 10 years has been no higher than a broad U.S. total market index fund. See More Articles by Christine Benz

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