Rightsizing Your Foreign-Stock Allocation
When should this be done?
Susan Dziubinski: Hi, I'm Susan Dziubinski with Morningstar. Investors often adjust their stock/bond mixes at year-end or the beginning of a new year to restore balance to their portfolios. But Morningstar's director of personal finance, Christine Benz, suggests that investors go one step further and take a good look at their non-U.S. stock allocations. She is here today to discuss the topic.
Hi, Christine. Good to see you.