Christine Benz

RUNNING OUT OF MONEY IS THE GREATEST RETIREMENT FEAR. HOW TO AVOID IT WITH TWO RETIREMENT EXPERTS

February 1, 2019

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.
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MORNINGSTAR’S PERSONAL FINANCE GURU, CHRISTINE BENZ TAKES US THROUGH AN ANNUAL FINANCIAL WELLNESS CHECKUP

December 7, 2018

How fit is your retirement plan? Personal finance guru Christine Benz takes us through a financial wellness checkup.
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BENZ: “THE BUCKET APPROACH” TO RETIREMENT

June 6, 2014

Christine Benz, Morningstar’s Director of Personal Finance is a huge fan of the “Bucket Approach” to retirement, a concept created by financial planning guru and another WEALTHTRACK guest, Harold Evensky. In order  to protect a retirement portfolio from the shock of significant market fluctuations, they recommend separating your money into three investment buckets.  Bucket one is completely liquid and safe to cover near term expenses. Bucket two is intermediate term, high quality bond and balanced funds for peace of mind.  Bucket three is for long-term appreciation. We asked Benz to give us specific recommendations for each bucket. Here are some of her core recommendations. Continue Reading »

BENZ: MANAGING THE BUCKETS

June 6, 2014
Since WEALTHTRACK might be pre-empted because of public television fund raising drives this weekend, we are revisiting Consuelo’s interview with two Morningstar all-stars. You can watch it here.
Investing for retirement and the years in retirement is one of the biggest challenges any of us face. After extensive research on the topic, Morningstar’s Director of Personal Finance, Christine Benz has decided taking the “bucket approach” is a sound strategy.

She shares more on her contrarian strategy on getting more income from your portfolio here at Morningstar.

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BENZ & KINNEL: MUTUAL FUND SHAKEUPS!

November 15, 2013

The mutual fund industry is being buffeted by two enormous shifts: investors are deserting actively managed funds for passive ones and they are fleeing bond funds for other sources of income. What do these changes mean for investors? In their first joint television appearance, two Morningstar all-stars give us their perspective and advice. Continue Reading »

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