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Christine Benz

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  1. Are Investors Still Late to the Party?

    Video Reports

    Fri, 6 Mar 2015

    Christine Benz : Hi, I'm Christine Benz for Morningstar.com. Morningstar Investor Returns data provide ..... Kinnel: You're welcome. Benz: Thanks for watching. I'm Christine Benz for Morningstar.com. Morningstar Individual Investor Conference

    Christine Benz found at 0:00, 8:10

    Christine Benz : Hi, I'm Christine Benz for Morningstar.com. Morningstar Investor Returns data provide a clear depiction of investor behavior. Joining me to discuss some current research on that
    Fascinating stuff, as always. Kinnel: You're welcome. Benz: Thanks for watching. I'm Christine Benz for Morningstar.com. Morningstar Individual Investor Conference March 22, 2014 | 9:00 a.m. CDT --> Morningstar Individual Investor Conference March 21, 2015 |
  2. 12 Contrarian Fund Picks for Your IRA

    Video Reports

    Tue, 3 Mar 2015

    what you might want to invest in is Morningstar's Christine Benz , our director of personal finance. Christine, thanks for being here. Christine Benz : Jason, it's great to be here. Stipp: Investors

    Christine Benz found at 0:12

    some ideas on what you might want to invest in is Morningstar's Christine Benz , our director of personal finance. Christine, thanks for being here. Christine Benz : Jason, it's great to be here. Stipp: Investors do have until April 15 for funding IRAs for 2014 or they might be
  3. Tax Moves That Could Save You a Bundle

    Headlines

    Sun, 1 Mar 2015

    way the financial winds blow." (For more on how donor-advised funds work, see this article by Morningstar's Christine Benz .) Other readers mentioned various other approaches to keeping investment-related taxes in check. Beanclub told

  4. 5 Best Practices for Limiting Your Tax Burden in Retirement

    Video Reports

    Fri, 27 Feb 2015

    offer some best practices for limiting your tax burden in retirement is Morningstar's Christine Benz . Christine, thanks for joining me. Christine Benz : Jason, great to be here. Stipp: There are some ways that you can limit taxes in retirement

    Christine Benz found at 0:13

    some best practices for limiting your tax burden in retirement is Morningstar's Christine Benz . Christine, thanks for joining me. Christine Benz : Jason, great to be here. Stipp: There are some ways that you can limit taxes in retirement. Some best practices, as you
  5. Morningstar's Tax Relief Week 2015

    Headlines

    Fri, 27 Feb 2015

    Morningstar's Russ Kinnel and Christine Benz highlight a more conservative ..... Building Tax-Efficient Portfolios Christine Benz , our director of personal finance ..... retirees, says Morningstar's Christine Benz . Get a Tax-Smart Plan for In

  6. Will Muni Funds Continue Their Run?

    Video Reports

    Wed, 25 Feb 2015

    February 2015 Tax Relief Week special report. Christine Benz : Hi, I am Christine Benz for Morningstar.com. Municipal bonds enjoyed ..... so much. Benz: Thanks for watching. I'm Christine Benz for Morningstar.com. Morningstar Individual

    Christine Benz found at 0:04, 7:30

    video is part of Morningstar's February 2015 Tax Relief Week special report. Christine Benz : Hi, I am Christine Benz for Morningstar.com. Municipal bonds enjoyed tremendous performance in 2014, but can they continue their run? Joining me to discuss that topic is
    in munis. Foos: Thank you so much. Benz: Thanks for watching. I'm Christine Benz for Morningstar.com. Morningstar Individual Investor Conference March 22, 2014 | 9:00 a.m. CDT --> Morningstar Individual Investor Conference March 21, 2015 |
  7. 6 Key Reasons Why Investing in a Taxable Account Is Underrated

    Headlines

    Wed, 25 Feb 2015

    purchase price but what they were worth at the time of your death. Even if your heirs end up selling the inherited assets shortly thereafter, you've still reduced the drag of taxes on your overall estate. See More Articles by Christine Benz

  8. Tax Priorities for Investors at Every Life Stage

    Video Reports

    Mon, 23 Feb 2015

    investors at every life stage with Morningstar's Christine Benz , our director of personal finance. Christine, thanks for joining me. Christine Benz : Jason, great to be here. Stipp: Tax planning

    Christine Benz found at 0:11

    talking about tax priorities for investors at every life stage with Morningstar's Christine Benz , our director of personal finance. Christine, thanks for joining me. Christine Benz : Jason, great to be here. Stipp: Tax planning can be or can seem overwhelming. So, maybe if we break it down into
  9. A Few of Our Favorite Funds for IRA Investors

    Video Reports

    Mon, 23 Feb 2015

    talk to two Morningstar specialists, Russ Kinnel and Christine Benz , with some of their favorite fund ideas for IRAs ..... I like these all-weather, more cautious funds. Christine Benz : One fund that I would recommend for IRA investors

    Christine Benz found at 0:10, 1:16

    had a chance to talk to two Morningstar specialists, Russ Kinnel and Christine Benz , with some of their favorite fund ideas for IRAs. Russ Kinnel : One of my favorite funds for an IRA or 401(k)
    years into a bull market, I like these all-weather, more cautious funds. Christine Benz : One fund that I would recommend for IRA investors who have reasonably long time horizons [TICKER:VEIPX] is Vanguard Equity-Income. It's a large-cap
  10. Investors, Don't Make These Tax Blunders

    Headlines

    Sun, 22 Feb 2015

    commenter said. (For a broader discussion of Roth and other IRA mistakes, read "20 IRA Mistakes to Avoid" by Christine Benz , Morningstar's director of personal finance.) When the Unexpected Happens Another common theme among readers

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