Amy C. Arnott, CFA

More From Amy C Arnott

The Fund Industry Loves These Categories. Should You?

When it makes sense—and doesn’t—to buy into the industry’s fastest-growing areas.

Amy C. Arnott, CFA Sep 11, 2023

Does #GirlMath Add Up?

Breaking down which of the TikTok trend’s principles are valid and which ones to avoid.

Amy C. Arnott, CFA Sep 5, 2023

The Best Types of Bond Funds for the Core of a Portfolio

Which bond funds should (and shouldn’t) consume the bulk of your fixed-income assets.

Amy C. Arnott, CFA Aug 29, 2023

How to Use Cash in a Portfolio

A look at the pros and cons of the safest asset class, plus our favorite options.

Amy C. Arnott, CFA Aug 28, 2023

Rick Rieder: Explaining the ‘Polyurethane’ U.S. Economy

BlackRock’s longtime chief investment officer on his new ETF, whether we’ll get a soft landing, the fight against inflation, and more.

Jeffrey Ptak, CFA Aug 22, 2023

How to Use International Stocks in Your Portfolio

What you need to know about the advantages and risks of international stocks.

Amy C. Arnott, CFA Aug 21, 2023

How to Use Taxable Bonds in a Portfolio

This edition of our Portfolio Basics series covers the value of taxable bonds in reducing risk and generating income.

Amy C. Arnott, CFA Aug 14, 2023

How to Use Large-Cap Stocks in a Portfolio

A look at the benefits and risks of these investments, plus our favorite options.

Amy C. Arnott, CFA Aug 7, 2023

7 Things I Don’t Own in My Portfolio

Sometimes what you leave out is just as important as what you put in.

Amy C. Arnott, CFA Jul 31, 2023

My 8 Biggest Financial Mistakes

I’ve avoided most of the major pitfalls, but I don’t have a perfect record.

Amy C. Arnott, CFA Jul 24, 2023

5 Surprising Investments That Shouldn’t Be Long-Term Core Holdings

Many would consider these types of funds to be core holdings. They shouldn’t.

Amy C. Arnott, CFA Jul 19, 2023

Why Large-Blend Funds Should Outweigh Value Plus Growth Funds in a Portfolio

When it comes to style investing, the sum of the parts isn’t greater than the whole.

Amy C. Arnott, CFA Jul 17, 2023

Should Emerging Markets Play a Role in Your Portfolio?

Maybe, but handle with care.

Amy C. Arnott, CFA Jul 10, 2023

Should You Be Using a Robo-Advisor?

These six questions can help you decide if robo-advice is right for you.

Amy C. Arnott, CFA Jun 30, 2023

The Best Investments for the Core of Your Portfolio

And how large the core portion of your portfolio should be.

Amy C. Arnott, CFA Jun 21, 2023

What Role Should Cash Play in Your Portfolio?

There are good reasons to hold cash, but also some not-so-good ones.

Amy C. Arnott, CFA Jun 16, 2023

Why ARKK Shareholders Are Still Underwater

Despite a recent performance rebound, most ARK Innovation ETF investors have lost money.

Amy C. Arnott, CFA Jun 5, 2023

Does the Apple Savings Account Live Up to the Hype?

How it works and what it yields.

Amy C. Arnott, CFA May 22, 2023

Does It Pay to Diversify by Style?

Different styles all have high correlations with the overall market, but that doesn’t translate into identical returns.

Amy C. Arnott, CFA May 8, 2023

What High Inflation Means for Your Portfolio

History offers key lessons on diversification in times of inflationary pressure.

Amy C. Arnott, CFA Apr 24, 2023

Why Portfolio Diversification Helped Investors in 2022

The approach wasn’t a cure-all during last year’s brutal market environment, but it helped buffer some losses.

Amy C. Arnott, CFA Apr 10, 2023

Why Investment Complexity Is Not Your Friend

When it comes to investing, keep it simple instead.

Amy C. Arnott, CFA Mar 27, 2023

Why Ultrashort Bond Funds Aren’t Cash Substitutes

These funds are generally cautious but can still suffer losses.

Amy C. Arnott, CFA Mar 13, 2023

2 Ways to Avoid Big Portfolio Mistakes

New guidelines to help investors build effective portfolios.

Amy C. Arnott, CFA Feb 27, 2023

How Higher Retirement Savings Limits Can Help You Catch Up

Even if you’re off to a late start, there’s still hope for your 401(k).

Amy C. Arnott, CFA Feb 13, 2023

Pinning Down Portfolio Rules of Thumb

Investing can be complicated, but common portfolio guidelines can be a good starting point.

Amy C. Arnott, CFA Feb 6, 2023

How Long Will It Take the Market to Recover?

Historical data can be a valuable gut check for worst-case scenarios.

Amy C. Arnott, CFA Jan 30, 2023

Looking Under the Hood at Schwab Charitable Fund

We take a close look at the ongoing fees and underlying investment options for the second-largest donor-advised fund in the U.S.

Amy C. Arnott, CFA Jan 23, 2023

Looking Under the Hood: Fidelity Charitable Gift Fund

We examine the ongoing fees and underlying investment options for the biggest donor-advised fund in the U.S.

Amy C. Arnott, CFA Jan 13, 2023

Looking Under the Hood at Vanguard Charitable

It’s arguably the best donor-advised fund affiliated with an asset-management firm for donors who plan to maintain higher account balances.

Amy C. Arnott, CFA Jan 9, 2023

More About Amy C Arnott

Amy C. Arnott, CFA, is a portfolio strategist for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc. She is responsible for developing and articulating best practices to help investors and advisors build smarter portfolios.

Before rejoining Morningstar in 2019, Arnott was an Associate Wealth Advisor at Buckingham Strategic Wealth, where she was responsible for portfolio analysis, asset allocation, rebalancing, and trade recommendations. Arnott originally joined Morningstar as a mutual fund analyst in 1991 and held a variety of leadership roles in investment research, corporate finance, and strategy from 1991 to 2017.

Arnott holds a bachelor’s degree with honors in English and French from the University of Wisconsin – Madison. She also holds the Chartered Financial Analyst® designation.