Get to Know Amy Arnott, Portfolio Strategist, Podcast Host
Valentina Djeljosevic: Amy, are you giving life advice in your column?
Amy Arnott: No, I’m not that Amy. I focus on practical topics like bond allocations, taxes, and engaging with finances in relationships.
Djeljosevic: What experience and credentials do you bring to readers’ questions?
Arnott: I’ve been with Morningstar since 1991, holding various roles. Now, as a portfolio strategist and chartered financial analyst, I have a strong foundation in investing.
Djeljosevic: How did you transition from an English and French degree to mutual fund analysis?
Arnott: Morningstar values critical thinking across diverse backgrounds. My early investing experiences also played a role.
Djeljosevic: What else do you write besides Ask the Analyst?
Arnott: I cover portfolio construction and retirement planning, helping readers navigate the pros and cons of various investments.
Djeljosevic: What have you learned from co-hosting The Long View podcast?
Arnott: Retirement isn’t just financial—it’s also about soul-searching and how to spend time meaningfully.
Djeljosevic: What’s your personal investing style?
Arnott: It’s hands-off; I primarily focus on rebalancing and tax-loss harvesting.
Djeljosevic: What resources do you recommend for investors?
Arnott: Start with Morningstar.com and explore recommended books and finance blogs.
Djeljosevic: What do you enjoy outside of work?
Arnott: I love traveling, reading mystery novels, and have recently taken up a beginner mandolin class.
Djeljosevic: What’s the main message you want your readers to take away?
Arnott: Money should enable our values and goals; it’s important to approach financial decisions with a focus on well-being and enjoying life.
