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Christine Benz

Christine Benz

Host at Morningstar

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Email address
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Influence score
71
Phone
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Location
United States
Languages
  • English
Covering topics
  • Finance & Banking Services

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Recent Articles

morningstar.com

The Case for a ‘Good Enough’ Portfolio

Figuring out where you land on the maximizer/satisficer continuum could save you some time and money.
morningstar.com

Why I Have a Financial Planner

Even dedicated DIYers might benefit from a second opinion.
morningstar.com

When It Comes to Bonds, Don’t Be a Hero

Rather than taking a tactical approach, tailor your fixed-income position to what matters: your spending goals.
morningstar.com

5 Investments You Don’t Really Need

Plus, which core building blocks every portfolio should have.
morningstar.com

What Interest Rate Cuts Mean for Your Retirement Portfolio

Here is how different asset classes, as well as your spending, will be affected.
morningstar.com

Larry Jacobson: ‘The Good Things in Our Life Are What Get in the Wa...

The author and adventure sailor on thinking big, changing your life course, and managing the transition into retirement.
morningstar.com

FAQs on RMDs: What Retirees Need to Know

Investors love to hate them, but required minimum distributions have a silver lining.
morningstar.com

Scott Bondurant: Why Mean Reversion Means Your Portfolio Should Hav...

The financial advisor and adjunct professor discusses elevated equity valuations, the limitations of random-walk assumptions, and why bonds are riskier than you might think.
morningstar.com

Joe Davis: How to Capitalize on ‘Megatrends’

Vanguard’s global chief economist handicaps the odds of recession and higher inflation and discusses how investors can thrive in an era of AI, aging populations, and a rising US deficit.
morningstar.com

Can You Recession-Proof Your Portfolio?

When the economy slows, one asset class has consistently been safer than the rest.
morningstar.com

Why Vanguard Is Doubling Down on Active Fixed-Income Strategies

CEO Salim Ramji on how active bond management at the right price can serve investors well.
morningstar.com

Is Investing Becoming Too Complex? Vanguard’s CEO Weighs In

Salim Ramji discusses private markets, cryptocurrency, and Vanguard.
morningstar.com

Vanguard Offering Financial Advice for Just $100

Its highly rated digital advice platform offers a wide variety of services for a low minimum investment.
morningstar.com

Charley Ellis: Indexing Is a Marvelous Gift

The noted author, consultant, and academic on the virtues of simplicity, the challenges facing active managers, and why he would stay away from investing in private capital.
morningstar.com

Has Vanguard Fixed Its Customer Service Problems?

And how Vanguard is using artificial intelligence to help clients.
morningstar.com

Cliff Asness: ‘The Problem Was Never Beta. The Problem Was Paying A...

The founder of AQR Capital Management discusses alternative strategies, private markets, tariffs, and the role of AI in investing.
morningstar.com

Where and How to Invest Your Long-Term-Care ‘Bucket’

If your plan is to self-fund long-term care, do so with tax considerations and asset allocation in mind.
morningstar.com

How Much Should You Budget for Long-Term Care?

Home-based care is more expensive than it looks.
morningstar.com

What the New Tax Laws Mean for Your Retirement Plan

Assessing the new over-65 deduction and its implications for Social Security taxation, as well as new rules for charitable giving and the SALT deduction.
morningstar.com

Can Your Investment Portfolio Be Too Diversified?

Beware of ‘faux diversifiers’ and duplicative investments.
morningstar.com

A Midyear Portfolio Checkup in 7 Easy Steps

Reviewing your year's performance so far, and positioning yourself for the future.