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.
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
Finding the Right Retirement Allocation and Withdrawal Strategy
AAII JOURNAL ● FEATURE,FINANCIAL PLANNING,RETIRED INVESTOR,PORTFOLIO STRATEGIES ● October 2024
For Bucket Portfolios, the Devil Is in the Details
AAII JOURNAL ● PORTFOLIO STRATEGIES,FEATURE,RETIRED INVESTOR,2021 INVESTOR CONFERENCE 360 ● July 2018
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