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Sticking to Your Plan: 5 Strategies

Setting up automation, putting your plan in writing, and tilting conservative can help keep your portfolio on track to meet your goals, says Morningstar's Christine Benz.


Jason Stipp: I'm Jason Stipp for Morningstar. It's Investor Starter Kit special report week on, and today we're talking about monitoring your portfolio, and specifically tips to help you stick with your portfolio plan in good times and bad.

Here to offer insights on that is Morningstar's Christine Benz, our director of personal finance.

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Jason Stipp does not own shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.