Morningstar and Retirement Planning

In this post, we’ll explain the first step in using Morningstar for your retirement planning. As a result you will determine the amount of money exposed to the stock market using Morningstar.

What is Morningstar and Why Does it Matter in retirement planning?

Morningstar is an investment research company. They gather information and break it down so you understand your objective. I use this in knowing what you own and how it relates to the retirement objective.

In addition, I have included a short video walking your through Morningstar. 

The 6 points discussed are:

1. Knowing what you own (25 seconds)
2. A simple allocation of how your money is positioned (43 seconds)
3. After that, a breakdown showing you the total stock market exposure (1 minute)
4. Exposure you should have to obtain the best bang for your buck (2:05)
5. Measuring your success with a benchmark (2.:27)

In conclusion, breaking down your investments with Morningstar for your retirement planning will show you how to align your retirement goals with what your investments are.