7 Things We Learned in 2020
This year has been a rollercoaster ride for investors, to say the least. For many people, 2020 will have been their first experience of a bear market and a sustained period of volatility. Did you make mistakes or learn an important lesson this year? At Morningstar, we certainly did. Don’t B Susan Dziubinski, Content Director, Morningstar Inc My biggest financial lesson in 2020 was to keep your estate plans in order and up-to-date--and to clearly communicate those plans to your beneficiaries and named agents. The pandemic served as an all-too-real reminder for my husband and I to revisit the...