3 Big Questions to Ask Your Aging Parents
Talk to them about finances, estate planning, and living arrangements.
Amy C. Arnott, CFA, is a portfolio strategist for Morningstar. In her role as portfolio strategist, she writes about portfolio construction, asset allocation, retirement planning, and other personal finance topics. Her research explores a wide range of asset classes and how investors and financial advisors can use them to build better portfolios. Arnott co-hosts Morningstar’s “The Long View” podcast and is a key contributor to research such as Morningstar’s annual Diversification Landscape and State of Retirement Income papers.
Before rejoining Morningstar in 2019, Arnott was an Associate Wealth Advisor at Buckingham Strategic Wealth, where she was responsible for portfolio analysis, asset allocation, rebalancing, and trade recommendations. Arnott originally joined Morningstar as a mutual fund analyst in 1991 and held a variety of leadership roles in investment research, corporate finance, and strategy from 1991 to 2017.
Arnott holds a bachelor’s degree with honors in English and French from the University of Wisconsin – Madison. She also holds the Chartered Financial Analyst® designation.
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