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2017 Portfolio Makeover Week: Call for Candidates

Our annual Portfolio Makeover Week is coming up, and Christine Benz is looking for investors to have their portfolios overhauled.

Morningstar.com's annual Portfolio Makeover Week will run from Nov. 13 through Nov. 17, 2017. Over five days, we'll feature the real-life portfolios of five individuals or couples--both before and after. You can see the articles from 2016's Portfolio Makeover Week here. To be considered for a portfolio makeover, send an email to portfoliomakeover@morningstar.com. Include the following information:

  • Your age and age of your spouse, if you have one
  • Your life stage: still working or retired?
  • Approximate portfolio value
  • Goals for a portfolio makeover
  • Your key concerns about your financial plan

If we decide to profile your situation in our upcoming series, Morningstar director of personal finance Christine Benz will follow up with a request for additional details about your portfolio and your situation.

We look forward to hearing from you!

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About the Author

Christine Benz

Director
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Christine Benz is director of personal finance and retirement planning for Morningstar, Inc. In that role, she focuses on retirement and portfolio planning for individual investors. She also co-hosts a podcast for Morningstar, The Long View, which features in-depth interviews with thought leaders in investing and personal finance.

Benz joined Morningstar in 1993. Before assuming her current role she served as a mutual fund analyst and headed up Morningstar’s team of fund researchers in the U.S. She also served as editor of Morningstar Mutual Funds and Morningstar FundInvestor.

She is a frequent public speaker and is widely quoted in the media, including The New York Times, The Wall Street Journal, Barron’s, CNBC, and PBS. In 2020, Barron’s named her to its inaugural list of the 100 most influential women in finance; she appeared on the 2021 list as well. In 2021, Barron’s named her as one of the 10 most influential women in wealth management.

She holds a bachelor’s degree in political science and Russian language from the University of Illinois at Urbana-Champaign.

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