Amy C. Arnott, CFA

More From Amy C Arnott

What Student Loan Forgiveness Means for Your Finances

It’s a good time to take a fresh look at your complete financial picture if part of your debt will go away.

Amy C. Arnott, CFA Sep 2, 2022

How Portfolio Rebalancing Has Helped Investors in 2022

It's not a panacea but has helped limit some losses.

Amy C. Arnott, CFA Aug 15, 2022

Do Dividend Stocks Provide Shelter From Recession?

Stocks with above-average payouts generally hold up better, but not all dividend strategies are created equal.

Amy C. Arnott, CFA Aug 8, 2022

TIPS Can Help With Inflation, but Are You Courting Other Risk?

Treasury Inflation-Protected Securities are one of the best direct hedges against inflation, but they're subject to other types of risk.

Amy C. Arnott, CFA Aug 1, 2022

Gold Shines as a Haven in 2022

Gold consistently provides a buffer against market storms, but is best used in small doses.

Amy C. Arnott, CFA Jul 18, 2022

Are You Leaving Money on the Table From Your Funds’ Returns?

The gap between reported total returns and actual results may seem daunting, but investors can take steps to minimize it.

Amy C. Arnott, CFA Jul 13, 2022

What to Do With Extra Money in Your 529 Plan

Families with more assets than they need in a tax-advantaged education savings account have options.

Amy C. Arnott, CFA Jul 1, 2022

6 Questions to Ask Before Hiring a Robo-Advisor

Amy C. Arnott, CFA Jun 27, 2022

Will the Newly Retired Outlive Their Assets?

Amy C. Arnott, CFA Jun 21, 2022

Why Broader Portfolio Diversification Has Finally Started Paying Off

Diversifying beyond the basics has helped buffer losses during this year’s bearish market.

Amy C. Arnott, CFA Jun 17, 2022

The Real Problem With Inflation

It erodes not only wealth, but also trust.

Amy C. Arnott, CFA Jun 13, 2022

Revenge of the Value-Tilted Robo-Advisors

Value investing is finally having its day in the sun, but its long period in the shadows should give robo-advisors' investors pause.

Amy C. Arnott, CFA Jun 6, 2022

Putting Recent Market Volatility in Perspective

Stocks have been more jittery than usual, but volatility is to be expected.

Amy C. Arnott, CFA May 27, 2022

Don't Panic on Sequence of Returns

Both stocks and bonds are down so far this year, but the long sweep of history provides some solace for recent retirees.

Amy C. Arnott, CFA May 16, 2022

When Momentum Fails

The momentum factor has been a pretty unstoppable force, but nothing lasts forever.

Amy C. Arnott, CFA May 9, 2022

Should You Diversify by Style?

With stock styles often showing divergent performance, investors don't necessarily need to travel overseas to add diversification to their portfolios.

Amy C. Arnott, CFA May 2, 2022

How Do Commodities Fit Into a Diversified Portfolio?

What does the history tell us, and are there reasons to question it?

Emory Zink Apr 22, 2022

Is Cryptocurrency Really a Portfolio Diversifier?

Cryptocurrency has a low correlation with traditional asset classes, but correlations often spike during down markets.

Amy C. Arnott, CFA Apr 18, 2022

Do You Need an Annuity for Retirement Income?

Some guidelines to figure out whether an annuity makes sense for you, and if so, how much to allocate.

Amy C. Arnott, CFA Apr 11, 2022

Does It Pay to Diversify by Factor?

A general upward trend in correlations has reduced the diversification value, but recent performance has shown more divergence.

Amy C. Arnott, CFA Apr 4, 2022

Is International Diversification Necessary?

The diversification benefits haven’t been obvious in recent years, but there’s still a case to be made.

Amy C. Arnott, CFA Mar 28, 2022

Does Your Portfolio Need Private Equity?

Despite the potential for higher returns, the investment case is mixed.

Amy C. Arnott, CFA Mar 21, 2022

What Rising Inflation Means for Your Portfolio

Continued higher inflation would have far-reaching implications for portfolio diversification, but there’s no need to panic.

Amy C. Arnott, CFA Mar 14, 2022

6 Questions to Answer About Your 401(k) Plan Today

There’s no need to panic, but checking in on these items can help keep your retirement on track.

Amy C. Arnott, CFA Mar 7, 2022

2022 Diversification Landscape

A look at how key asset classes performed in 2021, how correlations have changed, and the implications for portfolio building.

Amy C. Arnott, CFA Mar 1, 2022

Why Diversifying Your Portfolio Is Getting Harder

Spreading out your bets makes sense, but it doesn’t always pay off.

Amy C. Arnott, CFA Mar 1, 2022

Why Sector Funds Are a Bad Bet

These funds sound good on paper but can be difficult to use effectively.

Amy C. Arnott, CFA Jan 31, 2022

How to Play Catch-Up With Retirement Savings

Amy C. Arnott, CFA Jan 18, 2022

Do I Really Need to Rebalance?

Amy C. Arnott, CFA Jan 11, 2022

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.