Thanks to its tax benefits, your IRA can be a powerful tool to optimize your portfolio. Why it matters: Investment firms often see a big influx of new contributions into individual retirement accounts ...

Sometimes investors need to think big picture: how to build a smart portfolio, avoid mistakes, and access time-tested principles. Here to discuss investing ideas is Christine Benz, Morningstar’s ...

Christine Benz: Hi, I’m Christine Benz for Morningstar. More and more large 401(k) plans are offering what are called aftertax 401(k) contributions, which can be used in a strategy that has been ...

Morningstar’s Christine Benz discussed portfolio construction in 2026, urging investors to distinguish between true long-term ...

Christine Benz: Hi, I’m Christine Benz. I’m here at the Vanguard Diehards Conference in San Diego, and I’m happy to be sitting here with Jack Bogle, who is really the epicenter of this conference. One ...

Christine Benz: Hi, I’m Christine Benz from Morningstar. I’m here at the Vanguard Diehards Forum in San Diego, and I’m here with Rick Ferri. Rick is the head of Portfolio Solutions, which is an ...

Christine Benz: Hi, I’m Christine Benz from Morningstar. I’m here at the Vanguard Diehards Conference with Bill Bernstein. Bill is, as he calls himself, a recovering neurologist and also an author and ...

Morningstar’s Christine Benz has outlined four simplified financial strategies to help Canadians grow wealth without the complexity of constant portfolio optimisation. The approach — reverse budgeting ...

A key mistake for investors in 2026 is to assume that all stocks are expensive. In 2025, ignoring non-US stocks was a mistake. Given their outperformance, investors should consider adding more non-US ...