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Susan Dziubinski: Hi, I m Susan Dziubinski with Morningstar. Morningstar s director of personal finance Christine Benz has created a month-by-month financial to-do list for 2021. She is here with us today to talk a little bit about what should be on that list for April.
Hi, Christine. Thanks for joining us today.
Christine Benz: Hi, Susan. Great to be here.
Dziubinski: You say that April is a really good time for us to get organized, specifically to focus on organizing our financial records. Why is April generally a good month for that?
Benz: Well, it s usually a time of year, Susan, when we are in the midst of tax season and now, I guess, we have the filing deadline pushed forward a little bit into May. But nonetheless, most of us are spending time with our financial records. We, I think, are cognizant of what the shortcomings of our recordkeeping systems might be. We might have spent more time than we wanted to trying to unearth the documents that we are looking f
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Susan Dziubinski: Hi, I m Susan Dziubinski with Morningstar. Bond yields have jumped up over the past several months. In fact, the yield on the 10-year Treasury bond is about a full percentage point higher now than it was last summer. Joining me today to talk about what rising yields mean for your portfolio is Christine Benz. Christine is Morningstar s director of personal finance. Hi, Christine. Thank you for being here today. Christine Benz: Hi, Susan. It s great to be here. Dziubinski: Why are yields on the rise? Benz: It s a good question. I would say the major driving factor seems to be inflation. It seems that investors are assuming that the combination of the stimulus package, growth in the economy as a result of the vaccine, a lot of factors, pent-up demand, could drive inflation in the future, and that in turn is what s driving interest rates up, because there s the anticipation that the Federal Reserve may act at some point in the future to stave off in
One Year Later: Lessons Learned From the 2020 Bear Market morningstar.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from morningstar.com Daily Mail and Mail on Sunday newspapers.