Amy C. Arnott, CFA

More From Amy C Arnott

You Probably Need to Rebalance

If it’s been a while since you looked at your portfolio weightings, it might be time to adjust.

Amy C. Arnott, CFA Dec 12, 2023

How to Rebalance Your Investment Portfolio Before 2024

For some investors, tweaking your portfolio’s stock and bond mix is just the beginning.

Amy C. Arnott, CFA Dec 8, 2023

Should You T-Bill and Chill?

The pros and cons of taking refuge in cash now that yields are hovering above 5%.

Amy C. Arnott, CFA Dec 4, 2023

6 Conversations About Money to Have With Your Family Over the Holidays

Carve out some time to discuss financial planning.

Amy C. Arnott, CFA Nov 27, 2023

Does the Apple Savings Account Live Up to the Hype?

How this high-yield savings account stacks up to other options.

Amy C. Arnott, CFA Nov 20, 2023

The Good News on Safe Withdrawal Rates

Our annual study suggests that new retirees can spend more from their portfolios.

Amy C. Arnott, CFA Nov 13, 2023

Pros and Cons of Donor-Advised Funds

Donors benefit from an immediate tax deduction, tax-free growth, and investment flexibility.

Amy C. Arnott, CFA Nov 6, 2023

How Vanguard’s Charitable Endowment Program Stacks Up

It’s arguably the best donor-advised fund affiliated with an asset-management firm for donors who plan to maintain higher account balances.

Amy C. Arnott, CFA Nov 6, 2023

How Schwab Charitable Fund Stacks Up

We unpack the fees and investment choices of America’s second-largest donor-advised fund.

Amy C. Arnott, CFA Oct 30, 2023

How Fidelity’s Charitable Gift Fund Stacks Up

Examining the administrative fees and underlying investment options for the biggest donor-advised fund in the U.S.

Amy C. Arnott, CFA Oct 23, 2023

How to Use Short-Term Bonds in a Portfolio

This edition of our Portfolio Basics series covers the value of short-term bonds in reducing risk and generating income.

Amy C. Arnott, CFA Oct 16, 2023

How to Use Municipal-Bond Funds in a Portfolio

Some investors can improve their aftertax returns with munis.

Amy C. Arnott, CFA Oct 9, 2023

How to Use Allocation Funds in a Portfolio

These all-in-one funds can simplify the investment process and improve diversification.

Amy C. Arnott, CFA Oct 2, 2023

Best Investments to Own During a Recession

When the economy slows, some assets are safer than others.

Amy C. Arnott, CFA Sep 25, 2023

Not All Robo-Advisors Are Created Equal

Investors should do their own research, as recommended portfolios can vary—a lot.

Amy C. Arnott, CFA Sep 18, 2023

The Fund Industry Loves These Categories. Should You?

When it makes sense—and doesn’t—to buy into the industry’s fastest-growing areas.

Amy C. Arnott, CFA Sep 11, 2023

Does #GirlMath Add Up?

Breaking down which of the TikTok trend’s principles are valid and which ones to avoid.

Amy C. Arnott, CFA Sep 5, 2023

The Best Types of Bond Funds for the Core of a Portfolio

Which bond funds should (and shouldn’t) consume the bulk of your fixed-income assets.

Amy C. Arnott, CFA Aug 29, 2023

How to Use Cash in a Portfolio

A look at the pros and cons of the safest asset class, plus our favorite options.

Amy C. Arnott, CFA Aug 28, 2023

Rick Rieder: Explaining the ‘Polyurethane’ U.S. Economy

BlackRock’s longtime chief investment officer on his new ETF, whether we’ll get a soft landing, the fight against inflation, and more.

Jeffrey Ptak, CFA Aug 22, 2023

How to Use International Stocks in Your Portfolio

What you need to know about the advantages and risks of international stocks.

Amy C. Arnott, CFA Aug 21, 2023

How to Use Taxable Bonds in a Portfolio

This edition of our Portfolio Basics series covers the value of taxable bonds in reducing risk and generating income.

Amy C. Arnott, CFA Aug 14, 2023

How to Use Large-Cap Stocks in a Portfolio

A look at the benefits and risks of these investments, plus our favorite options.

Amy C. Arnott, CFA Aug 7, 2023

7 Things I Don’t Own in My Portfolio

Sometimes what you leave out is just as important as what you put in.

Amy C. Arnott, CFA Jul 31, 2023

My 8 Biggest Financial Mistakes

I’ve avoided most of the major pitfalls, but I don’t have a perfect record.

Amy C. Arnott, CFA Jul 24, 2023

5 Surprising Investments That Shouldn’t Be Long-Term Core Holdings

Many would consider these types of funds to be core holdings. They shouldn’t.

Amy C. Arnott, CFA Jul 19, 2023

Why Large-Blend Funds Should Outweigh Value Plus Growth Funds in a Portfolio

When it comes to style investing, the sum of the parts isn’t greater than the whole.

Amy C. Arnott, CFA Jul 17, 2023

Should Emerging Markets Play a Role in Your Portfolio?

Maybe, but handle with care.

Amy C. Arnott, CFA Jul 10, 2023

Should You Be Using a Robo-Advisor?

These six questions can help you decide if robo-advice is right for you.

Amy C. Arnott, CFA Jun 30, 2023

The Best Investments for the Core of Your Portfolio

And how large the core portion of your portfolio should be.

Amy C. Arnott, CFA Jun 21, 2023

More About Amy C Arnott

Amy C. Arnott, CFA, is a portfolio strategist for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc. She is responsible for developing and articulating best practices to help investors and advisors build smarter portfolios.

Before rejoining Morningstar in 2019, Arnott was an Associate Wealth Advisor at Buckingham Strategic Wealth, where she was responsible for portfolio analysis, asset allocation, rebalancing, and trade recommendations. Arnott originally joined Morningstar as a mutual fund analyst in 1991 and held a variety of leadership roles in investment research, corporate finance, and strategy from 1991 to 2017.

Arnott holds a bachelor’s degree with honors in English and French from the University of Wisconsin – Madison. She also holds the Chartered Financial Analyst® designation.