Morningstar’s personal finance guru Christine Benz shares her 2026 financial to-do list with WealthTrack. What’s different this year? What needs adjusting? She has the must-do actions to take and the ones to consider.
ACTION POINT
Value Investor Rob Arnott Is Adding Growth to His Fundamental Index Mix
Rob Arnott’s pioneering Fundamental Indexes are known for their value tilt, but growth is now being added to the mix. Why do NVIDIA and Apple make the cut, but Amazon and Microsoft do not?
MAKE SURE YOU ARE TRULY DIVERSIFIED
MAKE SURE YOU ARE TRULY DIVERSIFIED
EXTEND YOUR INVESTMENT TIME HORIZON
EXTEND YOUR INVESTMENT TIME HORIZON PROBABILITY OF A LOSS FOR THE S&P 500 (Rolling Price Returns, Jan 1930 – Jan 2021) 1 day investment = 46% chance of loss 1 year investment = 31% chance of loss 5 year investment = 19% chance of loss 10 year investment = 10% chance of loss […]
MAKE SURE YOU ARE INVESTED IN SOME BENEFICIARIES OF AN ACCELERATING ECONOMY
MAKE SURE YOU ARE INVESTED IN SOME BENEFICIARIES OF AN ACCELERATING ECONOMY Laggards of last decade coming to life Value stocks should outperform growth Small-caps should outpace large companies International stocks, particularly in emerging markets should lead domestic Watch the related WEALTHTRACK episode.
READ AGAINST THE GODS: THE REMARKABLE STORY OF RISK
READ AGAINST THE GODS: THE REMARKABLE STORY OF RISK Against the Gods: The Remarkable Story of Risk Watch the related WEALTHTRACK episode.