How to Benchmark a Client Portfolio: Christine Benz

Published on September 9, 2024

Gauging performance and suitability involves more than looking at major market indexes, Morningstar's retirement expert writes.

       
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This Active ETF Is Beating SPY Over Multiple Time Frames

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Shopping around for an active ETF? This strategy has outperformed SPY recently thanks to its ability to over- or underweight certain stocks.

Risks Facing Bullish Investors As September Begins

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Since the end of the “Yen Carry Trade” correction in August, bullish positioning has returned with a vengeance, yet two key risks face investors as September begins. While bullish positioning and optimism are ingredients for a rising market, there is more to this story.