June 2019 Chapter Meeting

Morningstar’s Best Ideas for 2019 and Beyond

Christine Benz
Director of Personal Finance, Morningstar, Inc

519 Church & Conference Center
1100 Perimeter Park Dr #118, Morrisville, NC 27560

Saturday, June 8, 2019 at 10:00AM
$5 at the door for everyone. No advanced reservations.

Christine Benz, will share Morningstar’s outlook for various parts of the stock market based on the firm’s equity analysts’ bottom-up research. She’ll also discuss the analysts’ best ideas across a swath of investment vehicles: individual stocks, mutual funds and exchange-traded funds (ETFs). Finally, she’ll present model retirement portfolios consisting of the firm’s top-rated mutual funds and ETFs.

Attend This Meeting and Learn

• What Morningstar’s bottom-up research is saying about today’s market
• Which segments of the market look particularly over- and undervalued
• Specific investment ideas for individual stocks, mutual funds and exchange-traded funds (ETFs)

About our Speaker

Christine Benz is director of personal finance for Morningstar and senior columnist for Morningstar.com. She is also author of “30-Minute Money Solutions: A Step-by-Step Guide to Managing Your Finances” (John Wiley and Sons, January 2010), 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, Morningstar FundInvestor and Morningstar Practical Finance.

Christine is a frequent speaker at AAII Investor Conferences and Local Chapter meetings.

–>>Speaker Slides