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Retiring Soon? Make Sure to Check Your Asset Allocation [Video]

Retiring Soon? Make Sure to Check Your Asset Allocation

Morningstar’s director of personal finance Christine Benz explains how to determine if your portfolio is too aggressive.

In this special episode, Christine Benz, the director of personal finance at Morningstar, talks about portfolio makeovers and how to spot common pitfalls. This episode includes an excerpt from Christine’s webcast—“5 Portfolio Pitfalls and How to Fix Them.”

00:00 Introduction
00:45 – What did you think was important to address as we watch the markets tumble?
01:48 – How does your webcast help investors identify the next steps?
03:24 – How does age play a role in reworking a portfolio?
04:26 – What should people know before they adjust their portfolios in an effort to reduce the drag of taxes?
05:25 – A Too-Aggressive Asset Allocation Prior to Retirement

Read about topics from this episode.

Is It Too Late to Inflation-Proof Your Portfolio? https://www.morningstar.com/articles/1124825

5 Portfolio Pitfalls and How to Fix Them https://www.morningstar.com/articles/1121481

How a New Retiree Can Confront Market Turbulence https://www.morningstar.com/articles/1124257

Positioning a Portfolio in Early Retirement https://www.morningstar.com/articles/1089943

What to watch from Morningstar.

Cheap Stocks For You to Consider https://youtu.be/Q3rl991WTno

What to Buy or Skip: I Bonds, Apple, Amazon, or Meta https://youtu.be/qRtQMeMo72A

Where to Park Your Cash and Find Recession-Resistant Stocks https://youtu.be/9g7fNvuV9uQ

Markets are Undervalued, and We Highlight Some Cheap Stocks! https://youtu.be/J2VjiR8nKLc

We Examine Tesla’s Stock and the Risks of a Strong Dollar https://youtu.be/8mZ97cWq7D8

Read what our team is writing:

Chritine Benz https://www.morningstar.com/authors/30/christine-benz

Follow us on social media.

Ivanna Hampton on Twitter: @IvannaHampton

Christine Benz on Twitter: @Christine_Benz

Facebook: https://www.facebook.com/MorningstarInc/

Twitter: https://twitter.com/MorningstarInc

Instagram: https://www.instagram.com/

LinkedIn: https://www.linkedin.com/company/5161/

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