Morningstar

Amy C. Arnott, CFA

Amy C. Arnott, CFA, is a portfolio strategist for Morningstar. Email Amy at amy.arnott@morningstar.com. She reads all of the emails she receives but doesn't always have time to send a personal response.

More From Amy C Arnott

The veteran Wall Street Journal reporter discusses her interviews with retirees, the state of the US retirement savings system, and key pain points for retirees and preretirees.
Christine Benz

The author of ‘Get What’s Yours for Medicare' discusses traditional Medicare versus Medicare Advantage, shopping for Medigap plans, and recent reforms to prescription-drug coverage.
Christine Benz

What you’d like to achieve with any ‘extra’ assets can help you calibrate your portfolio’s equity exposure.
Amy C. Arnott, CFA

Morningstar’s director of personal finance discusses her new book, the bucket approach, and why retirement shouldn’t be a math problem.
Dan Lefkovitz

Bitwise Asset Management’s CIO weighs in on digital assets’ volatility, return potential, valuation, and what role they can play in a diversified portfolio.
Amy C. Arnott, CFA

More About Amy C Arnott

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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