AAII New England Chapter Presentation Event with Christine Benz

550 Winter St,Waltham MA 02451

07 June, 2022

Description

Morningstar's Best Ideas for 2022 and Beyond What does Morningstar’s bottom-up research say about today’s markets? Which market segments look particularly over- or undervalued today? Morningstar’s director of personal finance Christine Benz will discuss how that top-down view translates into specific ideas for stocks, mutual funds, and exchange-traded funds. She’ll also share considerations that should be top of mind for investors in the realm of tax- and financial planning. Attend and Learn: - Which categories of stocks appear relatively under- or overvalued today based on Morningstar's bottom-up assessments - How higher yields and inflation are apt to impact investors in cash and bonds and how investors can protect their portfolios - Tax-saving strategies to consider as you manage your investments