The Biggest Risk Investors Face Today

The Long View

Morningstar

Finance, Dan Lefkovitz, Amy Arnott, Entrepreneurship, Investing Leaders, Jeff Ptak, Investors, Christine Benz, Influential Investors, Careers, Long-term Investing, Financial Services, Business, Investing, Morningstar

4.5 • 775 Ratings

🗓️ 18 August 2025

⏱️ 41 minutes

🔗️ Recording | iTunes | RSS

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Summary

Christine Benz, host of The Long View, is a special guest on The Morning Filter this week. Find out whether it’s too late to invest in international stocks, who needs bonds, and what role dividend stocks should play in an investment portfolio.

Transcript

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0:00.0	In volatile markets, the H.C.M. Byline keeps you grounded. Invest with confidence. Discover Howard Capital Management's funds at HowardCMFunds.com. Stay tactical, not traditional.
0:15.2	Investments in HCM funds involve risk, including possible loss of principle. There is no assurance that the funds will achieve their investment objectives. Investors should carefully consider the investment objectives,
0:24.0	risks, charges, and expenses of the HCM funds. This and other important information about the funds
0:28.4	are contained in the prospectus, which can be obtained at www.howardcmfunds.com or by calling
0:33.5	77062-4-969-8464.
0:39.3	The prospectus should be read carefully before investing.
0:41.6	H-CM funds are distributed by Northern Lights Distributors, LLC.
0:44.8	Member Finra, SIPC.
0:46.6	Northern Lights Distributors, LLC, and Howard Capital Management, Inc. are not affiliated.
0:50.0	Please stay tuned for important disclosure information at the conclusion of this episode. I'm Susan Chivinsky, and welcome to a special episode of the Morning Filter podcast.
1:20.3	Now, usually I sit down every Monday morning with Morning Stars' chief U.S. market strategist Dave Sikara to talk about the week ahead.
1:29.3	But we've got something a bit different for you on the podcast this week. Instead of our usual deep dive into the market in stocks,
1:35.1	we're taking a step back to look at the big picture of investing. Things like how to build a
1:39.5	smart portfolio, avoid common investment mistakes, and time-tested principles to invest by.
1:46.1	I'm pleased to be joined today by a special guest, my longtime colleague and friend, Christine
1:51.5	Benz. Christine is Morningstar's Director of Personal Finance and Retirement Planning.
1:56.6	She's also the host of the Longview podcast, and author of the book How to Retire 20 Lessons for a Happy, Successful, and Wealthy Retirement.
2:06.6	Christine and I are going to cover a lot of ground today, from stocks to bonds, core investments to dividend payers, things you shouldn't overlook in retirement, and whether the set it and forget it strategy is a good way
2:18.5	to invest today. Welcome to the morning filter, Christine. Well, Susan, it's an honor to be here.
2:23.5	I'm a little nervous about stepping into Dave's shoes, but we'll roll with it. We are going to
2:28.0	roll with it, and you're going to be great. We appreciate your time. We really do. So let's talk a
2:32.4	little bit about the current stock market. You know,
	...

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