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Christine Benz

Christine Benz

Director of Personal Finance and Retirement Planning at Morningstar

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Location
United States
Covering topics
  • Finance & Banking Services
Languages
  • English
Influence score
71
Media Database
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Christine Benz
morningstar.com

Bryan Armour: Is Index Investing's Superpower Unstoppable? - Morningstar

A Morningstar researcher discusses rising passive share, bitcoin ETFs, and the future of active management.
morningstar.com

3 Tricky Decisions for Every Retirement Plan - Morningstar

Not even experts agree about the ‘right’ withdrawal rate, long-term-care insurance, and annuities.
morningstar.com

Should You Keep Foreign Stocks Out of Your IRA? - Morningstar

Tax considerations suggest yes, but other factors may argue against it.
morningstar.com

Anne Lester: You're Bad at Savings and It's Not Your Fault - Mornin...

An author and retirement expert discusses the financial challenges confronting young adults and what financial advice she’d give her younger self.
morningstar.com

Pay Off Your Mortgage Early or Invest? - Morningstar

Higher safe yields in 2024 upend the old rules related to mortgage paydown.
morningstar.com

JB Taylor: Small Caps Haven't Been This Cheap in 25 Years - Morning...

The CEO of Wasatch talks small-cap equity investing in the age of the ‘Magnificent Seven.’
morningstar.com

3 Key Retirement Decisions Affected By Higher Yields - Morningstar

How to factor in higher rates when deciding whether to purchase an annuity or buy long-term-care insurance.

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morningstar.com

Sonali Pier: Don't Rent Yield - Morningstar

A top fixed-income manager at Pimco discusses the possibility of a soft landing, the prospects for lower-quality bonds, and key lessons from a challenging bond market.
morningstar.com

How Rising Interest Rates Affect Your Retirement Plan - Morningstar

Be aware of implications for returns, withdrawal rates, and asset allocation.
morningstar.com

Marc Freedman: The Case for Encore Careers - Morningstar

The author and entrepreneur discusses the benefits of age diversity in the workplace, the importance of purpose later in life, and why older workers might consider a ‘gap year.’
morningstar.com

Model Portfolios for Fidelity Investors - Morningstar

Portfolios for the taxable and tax-sheltered accounts of retirement spenders and savers.