Jeff Benjamin gets a makeover! For his portfolio, that is. Christine Benz of Morningstar hosts an annual portfolio makeover, and this year Jeff took part to learn about it, and act as a guinea pig. Hear his lessons learned. Jeff and Bruce Kelly also host their colleague, Stephen Lamb, to go behind the scenes of the inspiring 2020 ESG Film Festival, which took place virtually on Dec. 3.
Interview with Christine Benz - :45-20:15
Interview with Stephen Lamb - 20:30 - 32:30
Watch the 2020 ESG Films!
Related Article: Morningstar makeover confirms I need to keep leaning on stocks
Related Article: Short films illustrate global sustainability needs
Guest Bios:
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 "Morningstar Guide to Mutual Funds: 5-Star Strategies for Success." Follow Christine on Twitter @christine_benz
Stephen Lamb is director of multimedia for InvestmentNews. A nine-year veteran of the indie filmmaking trenches, Steve now oversees the production of video and podcast projects, and organizes the ESG Film Festival. You can find him on a bike or at home pleading with his daughter to only eat one more marshmallow, and not five. On twitter @slimslamb
Take your advisory practice to the next level with insights on tax-smart charitable giving strategies.
As alternative investment products flood the market, Bruce discusses the state of play with Neil Menard, president of distribution at StepStone Private Wealth, a man with deep experience in this field.
Bruce is joined by a gaggle of InvestmentNews journalists, Emile Hallez, Gregg Greenberg and James Burton, to help him pick the bones out of an eventful year.
Bruce talks to esteemed guest and former InvestmentNews writer Mary Beth Franklin about the new wave of anxiety gripping clients regarding the state of their Social Security benefits.