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Karen Wallace

Company: Morningstar, Inc.

Area of Expertise: Investments, financial planning, personal finance


Twitter Feed: @KarenW60602

Topics Presented in Speeches: College saving, charitable giving, young investors


Biography:

Karen Wallace is senior editor for Morningstar. She writes personal finance columns for Morningstar.com, the firm’s website for individual investors. Wallace joined Morningstar in 2000. Over her 15-year tenure, she has held many roles, including mutual fund analyst and managing editor of Morningstar Mutual Funds and Morningstar FundInvestor. Wallace holds a bachelor’s degree in literature from Kenyon College.

author Image Karen Wallace is a senior editor at Morningstar.com.

Recent Articles

  • Well-Built 529 Plans Can Be a Great Option for College Savings

    AAII JOURNAL ● FINANCIAL PLANNING ● October 2018