Archives

Phuong Luong, CFP, is an educator, financial planner, and investment strategist focused on economic justice and closing racial wealth divides. She is currently the Investment Strategist for Adasina Social Capital and the founder of Just Wealth, a virtual, solo, fee-only RIA. She is also the online facilitator for the Boston University Financial Planning Program. Phuong is a subject matter expert in ESG and regenerative investing. The views expressed in this article do not necessarily reflect the views of Morningstar.

Sonya Dreizler is a speaker, author, and consultant focused on fostering candid conversations about gender and race in financial services. She is also a subject matter expert in ESG and responsible investing and is a former CEO of an independent BD/RIA. When she's not working, you can find her hanging out with her kids, lifting weights, enjoying the beauty of Northern California, and chairing the board at CUESA. The views expressed in this article do not necessarily reflect the views of Morningstar.

Samuel Deane is a financial advisor and CEO of Deane Wealth Management, an independent investment advisory firm for Millennials in technology. Samuel specializes in comprehensive financial planning, equity compensation, and tax planning. The views expressed in this article do not necessarily reflect the views of Morningstar.

Walter K. Booker is the chief operating officer of MarketCounsel, a business and regulatory consulting firm for registered investment advisors. Prior to joining MarketCounsel, Walter was a senior operating executive in both the institutional and individual investor sectors of the financial services industry. Walter is chairman emeritus and a board member of Sponsors for Educational Opportunity and a board member of the AAAA Foundation.

Rianka R. Dorsainvil, CFP is the co-founder and co-CEO of 2050 Wealth Partners, a virtual, fee-only comprehensive financial planning firm dedicated to serving first-generation wealth-builders, entrepreneurs, and thriving professionals. She also hosts 2050 TrailBlazers, a podcast aimed to address the lack of diversity in the financial planning profession by engaging industry experts and leaders in conversation.

The views expressed in this article do not necessarily reflect the views of Morningstar.

Brian Thompson is a financial advisor and the founder of Brian Thompson Financial LLC. As both a tax attorney and a Certified Financial Planner™, he provides comprehensive financial planning to LGBTQ+ entrepreneurs who run mission-driven businesses. He spent a decade defending small-business owners against the IRS as a tax attorney and decided to become more proactive rather than reactive when helping small businesses thrive. The views expressed in this article do not necessarily reflect the views of Morningstar.

Dr. Nandita Das is a professor of finance and the director of the CFP-board registered financial planning program at Delaware State University. She also advises clients on financial planning through Das Financial Health, LLC.

Nandita Das has published over 15 academic papers in peer-reviewed journals and over 30 presentations and conference proceedings both at the national and international level. She is a speaker, and her speaking engagements range from cultural competency and inclusion in the financial services profession to empowering the public with financial literacy. She is a recipient of 2021 Fulbright-Nehru Scholar Grant where she will be collaborating with a premier Indian Educational Institution on “Sustainable Investing & Portfolio Management- A global perspective”.

The views expressed in this article do not necessarily reflect the views of Morningstar.

Amy C. Arnott, CFA, is a portfolio strategist for Morningstar.

Rachel J. Robasciotti is the founder and CEO of Adasina Social Capital, an investment and financial activism firm that serves as a critical bridge between financial markets and social justice movements. Adasina was built out of the social justice investing strategy originally developed at Robasciotti & Philipson, an investment firm Rachel founded in 2004. As a queer woman of color, Rachel is a fierce advocate for social justice in the financial industry. The views expressed in this article do not necessarily reflect the views of Morningstar.

Carter Cofield is a certified public accountant who is dedicated to helping business owners save money on taxes. He's spent years learning the best tax savings strategies so that he can teach them to entrepreneurs and business owners everywhere. He’s also the owner of Cofield’s Concepts which is a financial literacy website teaching people how to make more money, pay fewer taxes, and be their own boss! You can check out his website and podcast for free resources at cofieldsconcepts.com. The views expressed in this article do not necessarily reflect the views of Morningstar.

Christine Benz is Morningstar's director of personal finance and author of 30-Minute Money Solutions: A Step-by-Step Guide to Managing Your Finances and the Morningstar Guide to Mutual Funds: 5-Star Strategies for Success. Follow Christine on Twitter: @christine_benz.

Russel Kinnel is director of manager research for Morningstar.

John Rekenthaler is Vice President of Research for Morningstar.

Ben Johnson, CFA, is director of global exchange-traded fund research for Morningstar.

Susan Dziubinski is director of content for Morningstar.com.

Karen Wallace, CFP® is Morningstar’s director of investor education. Follow her on Twitter @KarenW60602.

Alex Bryan, CFA, is director of passive strategies for North America at Morningstar.

Jon Hale, Ph.D., CFA, is head of sustainability research for the Americas at Morningstar.

Aron Szapiro is head of policy research for Morningstar.

Leo Acheson, CFA, is director, multi-asset ratings, global manager research.

Joshua Aguilar is an equity analyst for Morningstar.

Zain Akbari, CFA, is an equity analyst for Morningstar.

Karen Andersen, CFA, is a healthcare strategist for Morningstar.

Karin Anderson is director of North American fixed-income strategies for Morningstar.

Brian Bernard, CFA, CPA, is director of industrials equity research for Morningstar.

Andrew Bischof, CFA, CPA, is a senior equity analyst for Morningstar.

David M. Blanchett, Ph.D., CFA, CFP®, is head of retirement research for Morningstar’s Investment Management group.

Bobby Blue is a manager research analyst for Morningstar.

Alaina Bompiedi is a manager research analyst for Morningstar.

Ben Brown is a Certified Financial Planner professional and an IRS Enrolled Agent. He is the founder of Entelechy, a fee-only financial planning and investment management firm based in Bethesda, MD, serving clients in the Washington, DC, area and nationally.

Alfonzo Bruno is a manager research analyst for Morningstar.

Sarah Bush is the North American manager research practice leader for Morningstar.

Preston Caldwell is an equity analyst for Morningstar.

Greg Carlson is a senior manager research analyst for Morningstar.

Mark Cash is a senior equity analyst for Morningstar.

Josh Charlson, CFA, is a director, manager selection, for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc.

Natalie Choate practices law in Boston with Nutter McClennen & Fish LLP, specializing in estate planning for retirement benefits. Her book, Life and Death Planning for Retirement Benefits, is a leading resource for professionals in this field.

Brian Colello, CPA, is director of technology equity research for Morningstar.

Elizabeth Collins, CFA, is Morningstar's global head of equity research.

Eric Compton is a senior equity analyst for Morningstar.

Damien Conover, CFA, is director of healthcare equity research and equity strategy for Morningstar.

Jackie Cook is director of sustainability stewardship research for Morningstar.

Dan Culloton is director of equity strategies for Morningstar.

Andrew Daniels, CFA, CMA, is associate director of equity strategies for Morningstar.

Abhinav Davuluri is a sector strategist for Morningstar.

Gabrielle DiBenedetto is a data journalist for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc. She works to tell stories and create visualizations using Morningstar’s broad spectrum of data and research.

Before assuming her current role in 2018, DiBenedetto was a client-services representative for the Morningstar Direct and Morningstar Office platforms. Prior to that, she interned at Boston Magazine, covering startup companies and venture capital. She also interned on the business desk at the Wisconsin State Journal, covering local business development.

DiBenedetto holds a bachelor’s degree in journalism and economics from the University of Wisconsin-Madison.

Matthew Dolgin, CFA, is an equity analyst for Morningstar.

Stephen Ellis is an energy and utilities strategist for Morningstar.

Charles Fishman, CFA, is an equity analyst for Morningstar.

Beth Foos is a senior manager research analyst for Morningstar.