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Christine Benz

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  1. 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
  2. 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 |
  3. 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
  4. 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
  5. When Is a Fund Manager Change a Red Flag?

    Video Reports

    Fri, 20 Feb 2015

    Christine Benz : Hi, I'm Christine Benz for Morningstar.com. A fund manager change is a catalyst ..... 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, 7:37

    Christine Benz : Hi, I'm Christine Benz for Morningstar.com. A fund manager change is a catalyst to re-evaluate your position, but it's not always a reason to sell. Joining
    connection with manager changes. 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 |
  6. 5 Fund Picks for Dividend Investors

    Video Reports

    Fri, 13 Feb 2015

    Christine Benz : Hi, I'm Christine Benz for Morningstar.com. Ever since the financial crisis, investors ..... 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, 8:40

    Christine Benz : Hi, I'm Christine Benz for Morningstar.com. Ever since the financial crisis, investors have been in love with dividends. Joining me to discuss some of his favorite
    really evergreen, core 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
  7. 3 Ways to Help Aging Parents With Their Finances

    Video Reports

    Tue, 10 Feb 2015

    to offer some pointers for that is Morningstar's Christine Benz , our director of personal finance. Christine, thanks for joining me. Christine Benz : Jason, great to be here. Stipp: You have some

    Christine Benz found at 0:15

    their retirement plans. Here to offer some pointers for that is Morningstar's Christine Benz , our director of personal finance. Christine, thanks for joining me. Christine Benz : Jason, great to be here. Stipp: You have some specific tips for helping parents in retirement and their plans, but first you
  8. Does Manager Ownership Lead to Better Fund Performance?

    Video Reports

    Fri, 6 Feb 2015

    Christine Benz : Hi, I'm Christine Benz for Morningstar.com. Does heavy manager ownership lead to ..... 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, 7:39

    Christine Benz : Hi, I'm Christine Benz for Morningstar.com. Does heavy manager ownership lead to better fund performance? Joining me to discuss his latest research on that topic is
    sharing it with us. 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
  9. Where to Invest Unneeded RMDs

    Video Reports

    Tue, 3 Feb 2015

    Here to offer some tips on that is Morningstar's Christine Benz , our director of personal finance. Christine, thanks for joining me. Christine Benz : Jason, great to be here. Stipp: RMDs--let

    Christine Benz found at 0:18

    don't need it. Here to offer some tips on that is Morningstar's Christine Benz , our director of personal finance. Christine, thanks for joining me. Christine Benz : Jason, great to be here. Stipp: RMDs--let's talk first about what these are, why they are necessary, and why the government requires
  10. How to Use Morningstar's Retirement Portfolios

    Video Reports

    Fri, 30 Jan 2015

    Jason Stipp for Morningstar. Christine Benz , our director of personal finance ..... own? Here to offer some tips is Christine Benz . Christine, thanks for joining me. Christine Benz : Jason, great to be here. Stipp

    Christine Benz found at 0:05

    Retirement Portfolio Checkup special report. Jason Stipp: I'm Jason Stipp for Morningstar. Christine Benz , our director of personal finance, has created a series of retirement saver and in-retirement bucket portfolios for investors. They're quite popular on Morningstar.com. But how should you apply these portfolios to your own? Here to offer some tips is Christine Benz . Christine, thanks for joining me. Christine Benz : Jason, great to be here. Stipp: First, how many of these portfolios do you have and how did you decide how they
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