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Christine Benz

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  1. Converting to a Roth? Answer These 3 Questions First

    Video Reports

    Tue, 24 Mar 2015

    Christine Benz : Hi, I'm, Christine Benz for Morningstar.com. Many investors have Traditional IRA ..... here. Slott: Thanks. Benz: Thanks for watching. I'm Christine Benz for Morningstar.com.

    Christine Benz found at 0:00, 10:28

    Christine Benz : Hi, I'm, Christine Benz for Morningstar.com. Many investors have Traditional IRA assets that they'd like to convert to Roth. Joining me to share some tips on
    We appreciate you being here. Slott: Thanks. Benz: Thanks for watching. I'm Christine Benz for Morningstar.com.
  2. Is the Do-It-Yourself Retirement Model Failing Us?

    Video Reports

    Sun, 22 Mar 2015

    Christine Benz : Hi, I'm Christine Benz for Morningstar.com. University of Chicago professor Richard Thaler was a co-author of the book Nudge . At the Morningstar Institutional Conference, I interviewed him about the intersection between

    Christine Benz found at 0:00

    Christine Benz : Hi, I'm Christine Benz for Morningstar.com. University of Chicago professor Richard Thaler was a co-author of the book Nudge . At the Morningstar Institutional Conference, I
  3. Retirement Planning in Overvalued Markets

    Video Reports

    Sat, 21 Mar 2015

    MichaelKitces or connect with him on Google+ . Christine Benz : Hi, I'm Christine Benz for Morningstar.com. The connection between ..... absolutely. Benz: Thanks for watching. I'm Christine Benz for Morningstar.com. Morningstar Individual

    Christine Benz found at 0:03, 11:59

    him on Twitter at @MichaelKitces or connect with him on Google+ . Christine Benz : Hi, I'm Christine Benz for Morningstar.com. The connection between market valuations and retiree asset allocations has been a hot topic among retirement researchers. Joining me to
    hear your insights. Kitces: My pleasure, absolutely. 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
  4. A Dynamic Approach to Asset Allocation

    Video Reports

    Fri, 20 Mar 2015

    Christine Benz : Hi, I'm Christine Benz for Morningstar.com. Should target-date funds change their asset allocations based on market valuations? At the Morningstar Institutional Conference, I interviewed GMO's Ben Inker about some recent

    Christine Benz found at 0:00

    Christine Benz : Hi, I'm Christine Benz for Morningstar.com. Should target-date funds change their asset allocations based on market valuations? At the Morningstar Institutional Conference, I interviewed GMO's Ben
  5. IRA Contribution Tips and Traps

    Video Reports

    Tue, 17 Mar 2015

    Christine Benz : Hi, I'm Christine Benz for Morningstar.com. Investors have until April 15 to make ..... Thank you so much for being here. Thanks for watching. I'm Christine Benz for Morningstar. Morningstar Individual Investor Conference

    Christine Benz found at 0:00, 13:51

    Christine Benz : Hi, I'm Christine Benz for Morningstar.com. Investors have until April 15 to make an IRA contribution for the 2014 tax year. Joining me to share some
    right. Thank you so much for being here. Thanks for watching. I'm Christine Benz for Morningstar. Morningstar Individual Investor Conference March 22, 2014 | 9:00 a.m. CDT --> Morningstar Individual Investor Conference March 21, 2015 |
  6. GMO's Sobering Forecast for Stock and Bond Returns

    Video Reports

    Mon, 16 Mar 2015

    Christine Benz : Hi, I'm Christine Benz for Morningstar.com. Should investors temper their expectations for future stock and bond returns? At the Morningstar Institutional Conference, I interviewed GMO's Ben Inker about his firm's asset

    Christine Benz found at 0:00

    Christine Benz : Hi, I'm Christine Benz for Morningstar.com. Should investors temper their expectations for future stock and bond returns? At the Morningstar Institutional Conference, I interviewed GMO's Ben
  7. Aftertax 401(k) Contributions Get More Attractive

    Video Reports

    Sat, 14 Mar 2015

    MichaelKitces or connect with him on Google+ . Christine Benz : Hi, I'm Christine Benz for Morningstar.com. Recent IRS rulings make ..... pleasure. Benz: Thanks for watching. I'm Christine Benz for Morningstar.com. Morningstar Individual

    Christine Benz found at 0:03, 14:22

    him on Twitter at @MichaelKitces or connect with him on Google+ . Christine Benz : Hi, I'm Christine Benz for Morningstar.com. Recent IRS rulings make aftertax 401(k) contributions more attractive than they were in the past. Joining me to discuss if
    for being here. Kitces: Absolutely. My pleasure. 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 |
  8. How to Cope With a Lousy 401(k)

    Video Reports

    Tue, 10 Mar 2015

    who have lousy 401(k) plans is Morningstar's Christine Benz , our director of personal finance. Christine, thanks for joining me. Christine Benz : Jason, great to be here. Stipp: What are some

    Christine Benz found at 0:17

    some coping plans for investors who have lousy 401(k) plans is Morningstar's Christine Benz , our director of personal finance. Christine, thanks for joining me. Christine Benz : Jason, great to be here. Stipp: What are some signs that a 401(k) is not so hot? Benz: The biggie that you
  9. 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 |
  10. 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
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