Susan Dziubinski: Hi. I’m Susan Dziubinski with Morningstar. I interviewed Morningstar’s director of personal finance and retirement planning, Christine Benz, in early August for a special episode of The Morning Filter podcast. Here’s an excerpt from our conversation.
Watch the full episode of The Morning Filter:
The Biggest Risk Investors Face Today
Plus, whether it’s too late to invest in international stocks, who needs bonds, and what role dividend stocks should play in an investment portfolio.
Are You Playing It Too Safe With Your Portfolio?
Dziubinski: What are some signs that an investor might be taking on too much risk or maybe playing it too safe with their allocations?
Benz: Well, again, I think it comes back to time horizon, Susan, and people can use age 50 as kind of a rough cutoff as to whether they should care about taking too much risk. I do sense that there’s a…