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  • 2021’S FINANCIAL TO-DO LIST WITH MORNINGSTAR’S PERSONAL FINANCE GURU, CHRISTINE BENZ

    Blast off! Stock markets are setting records, with tech stocks leading the charge once again. “Don’t fight the Fed” should now encompass “don’t fight the Treasury, fiscal stimulus, vaccinations and investor demand for ‘real’ (after inflation) returns.” The Wall Street Journal reports that the “S&P 500 rose 14.3% from Election Day through Inauguration Day, its best performance on record for that period.” (The Wall Street Journal “Stocks Climb To Records, Led By Tech Sector” 1/21/21)

    In retrospect, 2020 was an entire year for the record books:

    • A once in a century global pandemic;
    • Unprecedented, massive monetary and fiscal stimulus;
    • A brief deep recession and the shortest bear market in U.S. history;
    • A record breaking stock market rally;
    • The continuation of near record low interest rates
    • And the election of a new president with a very different policy agenda.

    If there was ever a time to rebalance your portfolio this is it. After a nearly uninterrupted, decade-long bull market in large-cap U.S. stocks they dominate many portfolios. Using Vanguard’s index ETFs as proxies, Christine Benz shows how much portfolios have changed.

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  • Financial To-Do List For A New Year [2021]

    This page is here for technical reasons. Please click here for the episode page.

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  • Financial Plans: Pandemic Era Rethink

    This page is here for technical reasons. Please click here for the episode page.

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