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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

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: