Sometimes investors need to think big picture: how to build a smart portfolio, avoid mistakes, and access time-tested principles. Here to discuss investing ideas is Christine Benz, Morningstar’s director of personal finance and retirement planning.
This interview has been edited for length and clarity.
Are You Playing It Too Safe With Your Portfolio?
Question: What are some signs that an investor might be taking on too much risk or playing it too safe with their allocations?
