Our annual Portfolio Makeover Week is coming up, and Christine Benz is looking for investors to have their portfolios overhauled.
By Christine Benz | 10-05-17 | 05:00 PM | Email Article

Morningstar.com's annual Portfolio Makeover Week will run from Nov. 13 through Nov. 17, 2017. Over five days, we'll feature the real-life portfolios of five individuals or couples--both before and after. You can see the articles from 2016's Portfolio Makeover Week here.  To be considered for a portfolio makeover, send an email to portfoliomakeover@morningstar.com. Include the following information:

Christine Benz is Morningstar's director of personal finance and author of 30-Minute Money Solutions: A Step-by-Step Guide to Managing Your Finances and the Morningstar Guide to Mutual Funds: 5-Star Strategies for Success. Follow Christine on Twitter: @christine_benz.
  • Your age and age of your spouse, if you have one
  • Your life stage: still working or retired?
  • Approximate portfolio value
  • Goals for a portfolio makeover
  • Your key concerns about your financial plan

If we decide to profile your situation in our upcoming series, Morningstar director of personal finance Christine Benz will follow up with a request for additional details about your portfolio and your situation.

We look forward to hearing from you!

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