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Summer Sun Shines on Midyear Portfolio Reviews

Christine Benz details what to look for in your midyear portfolio checkup.

Editor’s note: Read the latest on how the coronavirus is rattling the markets and what investors can do to navigate it.

Susan Dziubinski: Hi, I'm Susan Dziubinski with morningstar.com. It may seem difficult to believe, but we're almost at the halfway point of 2020, and this is the time of year when investors take a look at their portfolios and do a mid-year portfolio check-in. Given how volatile the market has been this year, we're going to have a talk today with Christine Benz, our director of Personal Finance, to get her take on what we should be looking at as we do our check-ins this year. Christine, thank you for joining us today.

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