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Mark Your Calendar for the 2022 Midyear Portfolio Review

Christine Benz Jun 30, 2022

Mark Your Calendar for the 2022 Midyear Portfolio Review

Hi, I'm Christine Benz. I'm director of personal finance and retirement planning for Morningstar.

This year has been a nerve-wracking one for investors. We've had rising interest rates and inflation, which have contributed to stocks and bonds falling simultaneously. In an upcoming webcast, I'll be discussing how to check up on your portfolio at midyear. I'll recap which investment categories have actually performed well this year, and the many that haven't. More important, I'll discuss how to check up on your own portfolio's positioning: its asset allocation and suballocations and its sensitivity to further interest-rate changes. I'll also delve into how to make sure your portfolio is positioned to defend against a looming inflationary and recessionary threat. I'll also discuss some tax changes to consider. Please join us.

Watch my "Midyear Portfolio Checkup" webcast on Morningstar.com starting at noon on Wednesday, July 6.

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About the Author

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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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