Personal Branding

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?

5 Portfolio Pitfalls and How to Fix Them

How a New Retiree Can Confront Market Turbulence

Positioning a Portfolio in Early Retirement

What to watch from Morningstar.

Cheap Stocks For You to Consider

What to Buy or Skip: I Bonds, Apple, Amazon, or Meta

Where to Park Your Cash and Find Recession-Resistant Stocks

Markets are Undervalued, and We Highlight Some Cheap Stocks!

We Examine Tesla’s Stock and the Risks of a Strong Dollar

Read what our team is writing:

Chritine Benz

Follow us on social media.

Ivanna Hampton on Twitter: @IvannaHampton

Christine Benz on Twitter: @Christine_Benz





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