The live online event was tailored to help individual investors strengthen their finances in a challenging market, regardless of age or investing expertise.
Seven panels and presentations offered practical recommendations and thought-provoking perspectives on:
- Today's big picture issues (valuations, economic growth, inflation, and foreign woes)
- The challenges of building a sustainable retirement income stream
- A difficult bond market
- Strategies for getting the most out of Social Security (timing your benefits correctly can make a profound difference in your lifetime benefit payments)
- Portfolio planning and risk controls
- And much more!
If you missed the conference or just want to review any of the sessions, we're posting panel replays, one per day, from April 1-7. Bookmark this page and be sure to check back all week to see all the sessions that interest you!
Monday | April 1
Watch Now Deciphering the Big Picture
In Session 1 of the 2013 Morningstar Individual Investor Conference, Northern Trust's Katie Nixon, Charlie Bobrinskoy of Ariel, and Morningstar's Bob Johnson tackle today's macro questions on government policy, economic growth, inflation, and more.
Tuesday | April 2
Watch Now Practical Strategies for Today's Bond Market
Over the last 10 years, investors have doubled their bond allocation, and inflows into fixed-income funds continue to outpace other categories. Meanwhile, the outlook for bonds is just as cloudy as ever. In this session, our expert panel, including Morningstar's Miriam Sjoblom and Marta Norton, will help you set the right expectations and game plan in today's challenging bond market.
Wednesday | April 3
Watch Now Top Picks From Morningstar's Strategists
Morningstar's investment experts answer viewer questions about the current market and the best opportunities in stocks and funds today. The panel features Russ Kinnel, whose incisive research as longtime editor of Morningstar FundInvestor
has reliably guided investors to the best mutual funds; StockInvestor
editor Matt Coffina, whose wide-moat stock strategy has crushed the S&P 500; dividend guru Josh Peters, whose DividendInvestor
portfolios uncover solid picks for current income and dividend growth; and ETFInvestor
editor Sam Lee, who runs several model portfolios, including a yield-seeking and a real return ETF strategy.
Thursday | April 4
Watch Now Social Security: Your Questions Answered
Social Security is a key component for most investors' retirement portfolios, and also one of the most contentious in our current fiscal climate. How likely are benefit cutbacks? How can today's retirees and their spouses maximize payouts? InvestmentNews
contributing editor and Social Security guru Mary Beth Franklin along with retirement expert and Morningstar contributor Mark Miller tackle viewers' most pressing questions about this important retirement pillar.
Friday | April 5
Watch Now How to Build Your Income Stream
Unlike earlier generations, today's retirees have to really think out of the box when it comes to building an income stream in the current low-yield environment. In this panel, Morningstar's Christine Benz sits down with noted advisor Harold Evensky and John Ameriks of Vanguard's Investment Counseling & Research group to explore practical strategies for income without overstretching for yield.
Saturday | April 6
Watch Now Give Your Portfolio a Checkup
Does your portfolio have the right mix of investments? In this presentation, Morningstar director of personal finance Christine Benz shows viewers how to harness Morningstar Premium research and tools to find a good balance of stocks, bonds, cash, and international exposure; uncover portfolio strengths and weaknesses; reveal how recent market movements may have affected the asset mix; and pinpoint which market sectors look cheap and which look dear based on Morningstar's bottom-up research.
Sunday | April 7
Watch Now Smarter International Investing
In today's global market, investors are increasingly looking overseas for opportunities and diversification. But with recession in the eurozone and growth worries in China, international investors must navigate choppy waters. Learn the best practices for globe trotters today with insights from Morningstar international ETF analyst Patty Oey, stock analyst Dan Rohr, and Columbia Acorn European manager Andreas Waldburg-Wolfegg.