Archive for January, 2019

PREMIUM: BENZ & AXSATER

January 30, 2019

GREATEST RETIREMENT FEAR

Running out of money is the greatest retirement fear. Advice from Morningstar’s Christine Benz and Wells Fargo’s Fredrik Axsater on how to avoid it.

WEALTHTRACK Episode #1533; Originally Broadcast on Feburary 02, 2019

[learn_more caption=”CLICK HERE TO LEARN MORE”] Wells Fargo’s latest retirement study shows the prospect of living beyond 85 is causing financial stress among all generations.
Download the study. [pdf]

Morningstar’s Personal Finance guru, Christine Benz has a simple and workable approach to build an all-weather retirement portfolio. She calls it the Bucket strategy.

The Investor’s Guide To Setting Asset Allocation in Retirement

…and…

How Did the Bucket Strategy Work in 2018?


The transition years between the kids leaving home and retirement present an opportunity to do some significant catch-up in retirement savings.
Why The Empty Nest Transition Is Crucial For Retirement Success

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Explore This Episode

We have compiled additional information and content related to this episode.

FREDRIK AXSATER

CHRISTINE BENZ

  • Director of Personal Finance & Senior Columnist,
  • Morningstar
Consuelo MackNewsletter available soon.
Mathews Asia

It turns out saving money is harder for us to do than earning it, and there’s research to prove it.

Wall St Journal, November 28, 2018

Read the Wall Street Journal article (WSJ subscrition may be required)


Morningstar’s 30-Minute Money Solutions: A Step-by-Step Guide to Managing Your Finances


Morningstar Guide to Mutual Funds: Five-Star Strategies for Success


AXSATER: AUTOPILOT INVESTING

  • BUY A TARGET DATE FUND
  • AUTOMATICALLY REBALANCES
  • CHOOSE ONE THAT HELPS IN DECUMULATION PHASE

BENZ: GROWTH POTENTIAL

  • BUY A GLOBAL EQUITY INDEX FUND OR LOW COST ACTIVELY MANAGED ONE

Stock mentions available soon. No stock mentions in this episode.
This transcript will be available soon. More information regarding WEALTHTRACK transcripts can be found here

Christine Benz from the WEALTHTRACK Archives:

Fredrick Axsater from the WEALTHTRACK Archives:

AXSATER: INTEGRATING SAVINGS

Fredrik Axsater has been working with companies to improve financial wellness among their workers. Increasing savings is key.

BENZ:

THINK ABOUT YOUR VALUES AND HOW YOU CAN APPLY THEM IN SOME OF YOUR PORTFOLIO

January 25, 2019

THINK ABOUT YOUR VALUES AND HOW YOU CAN APPLY THEM IN SOME OF YOUR PORTFOLIO

  • Many Socially Responsible Choices:
  • -Industries to invest in or not to invest in
  • -Companies involved in activities you believe in
  • -Companies with best management practices
  • -Companies having an impact on underserved communities or countries

Watch the related WEALTHTRACK episode.

LAROSA & WOLL: SUSTAINABLE CAREER PATHS

January 25, 2019

SUSTAINABLE CAREER PATHS

Socially Responsible Investing is booming now. Such was not always the case. Lisa Woll and Laura LaRosa were early adaptors.

Watch the related WEALTHTRACK episode.

SOCIALLY RESPONSIBLE INVESTING IS BOOMING WITH 26% OF US ASSETS UNDER MANAGEMENT. TWO EXPERTS EXPLAIN

January 25, 2019

Two experts on socially responsible investing, Glenmede’s Laura LaRosa and U.S. SIF’s Lisa Woll explain why it’s booming.
Continue Reading »

GIROUX: PRODUCTIVITY BOOSTER

January 25, 2019

PRODUCTIVITY BOOSTER

Top Portfolio Manager David Giroux recommends a book that he says has improved his and his team’s productivity significantly.

Watch the related WEALTHTRACK episode.

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