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Christine Benz

Area of Expertise: mutual funds

Website: morningstar.com

Books: “How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement,” “30-Minute Money Solutions: A Step-by-Step Guide to Managing Your Finances” and “Morningstar Guide to Mutual Funds: 5-Star Strategies for Success

Topics Presented in Speeches: “Morningstar’s Best Ideas for the Current Year and Beyond”

Email: christine.benz@morningstar.com

Biography:
Christine Benz is director of personal finance for Morningstar and senior columnist for Morningstar.com. She is the author of “How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement” (Harriman House, 2024). She is also the author of “30-Minute Money Solutions: A Step-by-Step Guide to Managing Your Finances” (John Wiley and Sons, January 2010), co-author of “Morningstar Guide to Mutual Funds: 5-Star Strategies for Success,” a national bestseller published in 2003, and author of the book’s second edition, which was published in 2005. Before assuming her current role in 2008, Benz served as Morningstar’s director of mutual fund analysis. She has also served as editor of Morningstar Mutual Funds, Morningstar FundInvestor and Morningstar Practical Finance.

author Image Christine Benz is director of personal finance for Morningstar and senior columnist for Morningstar.com. She is also the author of “How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement” (Harriman House, 2024). She is a frequent speaker at AAII Investor Conferences and Local Chapter meetings.


Recent Articles

  • Going From Full-Time Worker to Retiree: Tips From Christine Benz

    RETIREMENT NEWSLETTER WEEKLY,TRANSITIONING,PLANNING TIPS October 2024

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    AAII JOURNAL FEATURE,FINANCIAL PLANNING,RETIRED INVESTOR,PORTFOLIO STRATEGIES October 2024

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  • Using the Bucket Approach With Your Retirement Portfolio

    AAII JOURNAL PORTFOLIO STRATEGIES,FEATURE,RETIREMENT PLANNING October 2013

  • Uncovering Opportunities in a Tumultuous Market

    AAII JOURNAL STOCK STRATEGIES September 2012