Friday, July 12, 2024
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Christine Benz, 4% Rule

The 4% Rule Ain’t What It Used To Be 

Morningstar's Christine Benz reviews how the 4% rule is only a starting place for calculating portfolio withdrawals and how over-simple solutions can hurt you. 
John Rekenthaler on mutual funds

It’s Not Your Father’s Mutual Funds Anymore And That’s Good

Mutual Funds have never looked so good. A brief history of the mutual fund industry over the past 60 years and how that benefits mutual funds today.

Index Fund or an Actively Managed Fund?

With Christine Benz, Director of Personal Finance at Morningstar, Author – Morningstar Guide to Mutual Funds: 5 Star Strategies for Success Index Fund or Actively Managed...

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