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Morningstar Moments: Inflation Trends and Rebalancing Tips

Did you know shareholders get a say in how much CEOs get paid?

Carole Hodorowicz

Dec 10, 2021

1) Retirees vs. Inflation

https://twitter.com/RetireRevised/status/1468643425293590534

How long will inflation drive retirement trends in 2022? With the rising prices and costs of living, retirees may have some unique challenges awaiting them in 2022. Mark Miller predicts the effects this will have on the Social Security cost-of-living adjustment, explains the Part B hike, and more.

2) Amy Says: Rebalance

https://twitter.com/syouth1/status/1468194572383756293

At Morningstar, we recommend doing a yearly portfolio rebalancing. If it’s been longer than a year ... or three ... have no fear. Amy Arnott is here to test strategies for investors who need to dust off their portfolios.

3) The Power of “Say on Pay”

https://twitter.com/FundVotes/status/1468618179316432903

Let’s break this down:

The What: shareholders get to approve the compensation every year for a company’s CEO, CFO, and top three most highly paid officers
The When: once a year on the company’s proxy ballot
The Why: to correct the incentive pay practices

Leslie Norton and Jackie Cook explain how this could push companies to meet emission-reduction targets.

Stay in the loop with @MorningstarInc and our analysts:
Mark Miller, Morningstar contributor: @RetireRevised
Jeff Ptak, chief ratings officer: @syouth1
Jackie Cook, director, stewardship, product strategy & development in Sustainalytics’ stewardship services team: @FundVotes

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