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Investing Specialists

A Young Power Couple's Kickstart Portfolio

With "massive" student debt loads receding in the rearview mirror, a young professional couple fires up their investment plan.

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Portfolio Makeover Profile
Matt and Jenny | Ages: Mid-30s
Assets: $269,003 | Key Financial Goals: Buying a Home, Saving for College and Retirement, Paying Off Debt

"HELP!!!" was the subject line in Matt and Jenny's request for a portfolio makeover.

Christine Benz does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.