Carole Hodorowicz

Chicago

Associate Engagement Editor at Morningstar

Associate Engagement Editor for Morningstar, Inc • she/her • read my latest ⬇️

Featured in: Favicon

morningstar.com Favicon

realclearmarkets.com Favicon

morningstar.co.uk Favicon

heraldpalladium.com Favicon

morningstar.ca Favicon

morningstar.com.au

Articles

Financial Fraud Is Real-Here’s How to Protect Your Money

May 2, 2024 | morningstar.com | Carole Hodorowicz

Inflation, bear markets, and recessions aren’t the only potential threats from which you need to protect your money and portfolio. More money, more chances you may be the victim of a financial scam—that’s how that saying goes, right? These days, phishing emails and robotic voice mails asking you to renew your car’s extended warranty are child’s play. Scams are getting bigger and, unfortunately, more believable.
The 7 Best Retirement Books

May 1, 2024 | morningstar.com | Carole Hodorowicz

Do a casual search of synonyms for “retirement,” and one of the top matches you’ll find is “withdrawal.” On one side of the coin, this may lead many down a rabbit hole of searching “What is the best withdrawal rate in retirement?” (Psst, we have an answer for that.) Or “How much can I spend in retirement?”On the other, this may lead many down a more existential road, and most simply put: What do I want (or need) from my retirement?
Is the World Deglobalizing?

Apr 18, 2024 | morningstar.com | Carole Hodorowicz |Christine Benz

On this episode of The Long View, Neil Shearing, the group chief economist at London-based research firm Capital Economics, tells us where he’s found pockets of trouble (and strength) in emerging markets, how the upcoming election could affect bond markets, and why there’s a fracture between the US and global markets. Here are a few excerpts from Shearing’s conversation with Morningstar’s Christine Benz and Dan Lefkovitz.
It’s Time to Clean Your Investment Portfolio

Mar 15, 2024 | morningstar.com | Carole Hodorowicz

There’s nothing like the start of a new season to inspire you to cleanse your space. But this time, we’re challenging you to go beyond your junk drawer and your broom closet. That’s right: It’s time to clean your investment portfolio. It’s easy to put these tasks off. That’s why we put together this guide for you so that no matter the season, or state of your portfolio, you can give it some extra TLC. When was the last time you checked up on your investment portfolio?
What is the mystery Warren Buffett stock?

Mar 13, 2024 | morningstar.com.au | Carole Hodorowicz

The SEC granted Warren Buffett confidentiality on Berkshire Hathaway’s BRK.B BRK.A fourth-quarter 13F, sparking curiosity among financial media outlets and investors alike about what the mystery stock purchase (or purchases) could be.
Why Small Caps Are Extremely Attractive Today

Mar 6, 2024 | morningstar.com | Carole Hodorowicz |Christine Benz

On this episode of The Long View, Wasatch Global Investors CEO JB Taylor discusses why small caps have underperformed, where his team finds fruitful opportunities outside of the United States, and how technology transforms every company in one way or another. Here are a few excerpts from Taylor’s conversation with Morningstar’s Christine Benz and Dan Lefkovitz. Christine Benz: Small caps have meaningfully underperformed in the US for many years now.
What Is the Mystery Warren Buffett Stock?

Mar 6, 2024 | morningstar.com | Carole Hodorowicz

The SEC granted Warren Buffett confidentiality on Berkshire Hathaway’s (BRK.B BRK.A) fourth-quarter 13F, sparking curiosity among financial media outlets and investors alike about what the mystery stock purchase (or purchases) could be.
Proxy Voting 101

Feb 22, 2024 | morningstar.com | Carole Hodorowicz |Jess Liu

Springtime is proxy time. If you own a stock, you’re considered a part business owner (aka shareholder) of that company. This entitles you to a proxy vote, which is your opportunity to have your say in how the company is governed.
Work Doesn’t Have to End When You Retire

Feb 22, 2024 | morningstar.com | Carole Hodorowicz |Christine Benz

On this episode of The Long View, author and entrepreneur Marc Freedman discusses the importance of having more crossover and interaction between different generations in the workplace and how someone can reinvent themselves with an “encore career.”Here are a few excerpts from Freedman’s conversation with Morningstar’s Christine Benz and Amy Arnott.
Can I Take a Loan From My 401(k)?

Feb 13, 2024 | morningstar.com | Carole Hodorowicz |Christine Benz

Keeping up with life’s everyday expenses can be challenging enough. But a crisis moment can derail even the sturdiest budget, especially if you’ve got credit card debt or student loans to account for, too. The two most common reasons for a recent increase in 401(k) hardship withdrawals were avoiding home foreclosure or eviction and medical expenses, according to data from Vanguard’s 2023 “How America Saves” report.