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7 Steps to Give Portfolios a Midyear Checkup

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It’s been a grueling 2020, and portfolios have taken hits — dropping precipitously in March, and partially recovering in fits and starts since, largely due to economic, coronavirus and political turmoil. Especially this year, now is a good time to do a midyear check on portfolios, writes Christine Benz, Morningstar’s director of personal finance.

In A Midyear Portfolio Checkup in 7 Steps, Benz recommends steps investors — and advisors for their clients — should do to determine where the person is in retirement savings, and where they are headed. Check out the gallery to see those steps.

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