Morningstar PracticalFinance

Jan 03, 2010

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Morningstar PracticalFinance Newsletter

Financial Planning and Expert Guidance
Morningstar PracticalFinance coaches you on every aspect of your financial life and provides strategies for sound investing, tax planning, and retirement. By integrating insights from other Morningstar newsletters, it shows how you can combine funds, stocks, ETFs, and other investments in a way that complements your investment style.

Think of PracticalFinance as your own trusted financial advisor, providing guidance on every aspect of your financial life, from investments to estate planning, to getting organized.

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Monthly Issues
Managing your investments and growing your net worth are key focuses of PracticalFinance, but the newsletter doesn't stop there. Like a good financial planner, PracticalFinance also coaches you on keeping the rest of your financial life on track. The publication shows you how to save on taxes, leave a legacy for your loved ones, and tame your financial paperwork, among other topics.

Expert Intverviews
PracticalFinance also features frequent "Expert Interviews," in which Christine chats with some of the top individuals working in various financial-planning specialties, such as international investing, asset allocation, and tax/estate planning.

Portfolio Makeovers
In addition to concrete articles about portfolio building, every issue of PracticalFinance includes a Portfolio Makeover, featuring the "before" and "after" holdings of real-life investors.
Click here to see a sample makeover »

Free Investing Booklets
Let Morningstar PracticalFinance help you pave the way to your independent investment success. Subscribe today and receive four bonus booklets, an $80 value, yours to keep, even if you don't continue with your subscription. You'll receive: The Morningstar Guide to Income Investing, Bear Market Survival Guide, How to Manage Your Financial Risk, The Morningstar College Savings Guide.

PracticalFinance Online
Access to Morningstar PracticalFinance's Web site, where you can download the current issue before it arrives in your mailbox, read Christine's intra-issue commentary, and post questions directly to Christine through our Personal Finance Forum.

E-mail Alerts
Stay in the loop with intra-month news and updates from Christine.

Download a Free Issue
Get a sneak peek of Morningstar PracticalFinance.
Click here to download a recent issue »

The Morningstar Guarantee If you are unhappy with our newsletter for any reason, cancel within 30 days of the start date by calling toll free, 1-866-910-1145 for a full refund. After that, you may cancel at any time, and we will refund the remaining months left on your subscription. Your satisfaction is our priority.

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Portfolio Before and After
Gain advice on building a winning portfolio. PracticalFinance shows you, in clear language that's easy to follow, how you can craft a portfolio that will help you reach your goals. And because even the best portfolio isn't worth its salt if it keeps you up at night, we'll show you how to build a portfolio that matches your own risk tolerance and time horizon.

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Christine Benz, Director of Personal Finance

Christine Benz is director of personal finance for Morningstar, and editor of Morningstar PracticalFinance, a monthly personal-finance newsletter. She is also co-author of Morningstar Guide to Mutual Funds: 5-Star Strategies for Success, a national bestseller published in 2003, and author of the book's second edition, which was published in 2005.

Before assuming her current role in 2008, Benz served as Morningstar's director of mutual fund analysis. She has also served as editor of Morningstar Mutual Funds, the firm's flagship newsletter, and Morningstar PracticalFinance, a monthly newsletter for individual investors. She has worked as an analyst and editor at Morningstar since 1993.

What You'll Get Performance About the Editor Testimonials

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