Skip to Content

Christine Benz

Christine Benz is director of personal finance and retirement planning for Morningstar, Inc. Email Christine at christine.benz@morningstar.com. She reads all of the emails she receives but doesn't always have time to send a personal response.

More From Christine Benz

A veteran portfolio manager and senior leader at Capital Group discusses why investors should keep the faith in non-U.S. names and where she’s finding attractive opportunities today.

Some of our favorite clips from interviews with portfolio managers and investment specialists in 2023.

Is deciding what to do with an orphan 401(k) on your to-do list? Here are seven steps for getting it done.

Consider these key investing takeaways as you adjust your investment portfolio for 2024.

Baird’s director of advanced planning discusses Secure 2.0 changes that are phasing in next year, as well as strategies for Roth conversions and tax-savvy portfolio management.

More About Christine Benz

Christine Benz is director of personal finance and retirement planning for Morningstar, Inc. In that role, she focuses on retirement and portfolio planning for individual investors. She also co-hosts a podcast for Morningstar, The Long View, which features in-depth interviews with thought leaders in investing and personal finance.

Benz joined Morningstar in 1993. Before assuming her current role she served as a mutual fund analyst and headed up Morningstar’s team of fund researchers in the U.S. She also served as editor of Morningstar Mutual Funds and Morningstar FundInvestor.

She is a frequent public speaker and is widely quoted in the media, including The New York Times, The Wall Street Journal, Barron’s, CNBC, and PBS. In 2020, Barron’s named her to its inaugural list of the 100 most influential women in finance; she appeared on the 2021 list as well. In 2021, Barron’s named her as one of the 10 most influential women in wealth management.

She holds a bachelor’s degree in political science and Russian language from the University of Illinois at Urbana-Champaign.

Books

Podcasts

Social Media Profiles

Sponsor Center