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.”
0:06 Introduction
00:51 - What did you think was important to address as we watch the markets tumble?
01:54 - How does your webcast help investors identify the next steps?
03:30 - How does age play a role in reworking a portfolio?
04:32 - What should people know before they adjust their portfolios in an effort to reduce the drag of taxes?
05:31 - Pre-Retirees: Is Your Asset Allocation Too Aggressive?
**Read about topics from this episode. **
Check out Christine's Presentation)
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!)
Read what our team is writing:
Chritine Benz)
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Christine Benz on Twitter: @Christine_Benz
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