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5 Lessons From Portfolio Makeover Week

Here are some key takeaways from this year's series of portfolio checkups.

Christine Benz, Susan Dziubinski

Nov 11, 2021

Susan Dziubinski: Hi, I'm Susan Dziubinski with Morningstar. Morningstar.com is wrapping up its annual Portfolio Makeover Week. Joining me to share some key takeaways from this year's crop of makeovers is Christine Benz, who spearheads the series each year. She is Morningstar's director of personal finance and retirement planning.

Christine, thanks for being here today.

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