Don't Overlook These Crucial Parts of Your Retirement Plan

Dan Lefkovitz, Morningstar Indexes strategist, explains how following the money can reveal how exposed your portfolio is to geopolitical risks. Christine Benz, Morningstar Inc director of personal finance, is the author of the new book, How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement. Benz joins Investing Insights to discuss her new book and how to avoid easy-to-miss pitfalls of retirement planning.

 Is Globalization Waning?

Why the U.S., China, and Japan Are Turning to Global Income

Big Tech’s Influence on Global Revenue

How Nvidia Is Pushing the U.S. Stock Market to Be More Global

Can Elections Influence the Revenue Picture for the U.S. Equity Market?

Correlations Between Asset Classes in the U.S. and Globally

Why Market Correlations Between Emerging Markets and Developed Markets Have Not Risen

How Revenue and Correlation Data Informs Portfolio Diversification

Key Takeaway

Preview of The Week Ahead 

The Goal of Christine Benz’s New Book ‘How to Retire’

How Spending Fluctuates Throughout Retirement

Why Retirees Underrate the Value of Safer Investments and Inflation Protection

The Role of Non-Portfolio Income When Structuring Retirement Portfolios

Housing in Retirement  

Why Relationships are Important as We Age Towards Retirement

Read about topics from this episode.  

When Gauging the Impact of Geopolitical Risk on Equity Markets, Consider Their Revenue Sources 

Ian Bremmer: 4 Big Geopolitical Risks to Watch 

How Did Diversified Portfolios Hold Up in 2023? 

Christine Benz: 5 Things I Learned About Retirement Planning From My New Book 

5 Critical Financial Steps to Take Before You Retire 

Open Social Security: A free, open-source Social Security strategy calculator 

 

What to watch from Morningstar.

Boating Season Is Over, but Don't Overlook These Recreational Vehicle Stocks 

5 Ways to Improve America’s Retirement Savings

Mutual Funds Turn 100. Can Investors Still Count on Them?

Too Many Investment Accounts? Here’s How to Reduce the Clutter

 

Read what our team is writing:

Ivanna Hampton 

Dan Lefkovitz 

Christine Benz 

 

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