Posts Tagged David Blanchett
By David M. Blanchett, PhD, CFA, CFP®, Head of Retirement Research, Morningstar Investment Management Of all the risks that people face, longevity risk is the oddest because risks are usually a bad thing. Living a long time, in theory, should be a good thing, right? When we retire, we want to have a long and […]
Read more →By David M. Blanchett, PhD, CFA, CFP®, Head of Retirement Research, Morningstar Investment Management My goal is to help you understand the trends and role of the age people retire to help you better help your clients Create reasonable expectations for their financial plans; Understand what the kind of drivers of early and late retirement […]
Read more →By David Blanchett, CFA, CFP®, AIFA® – Head of Retirement Research, Morningstar Editor’s note: This presentation was delivered in live webinar format in 2016. David’s comments have been edited for clarity and length. You can view a YouTube brief of the original presentation here. You may also choose to take the full length course to […]
Read more →by Michael Finke, Ph.D., CFP®, Wade D. Pfau, Ph.D., CFA, David M. Blanchett, CFA, CFP® Editor’s Note: I have been concerned for several years about the effect of low interest rates on retirees and what will happen to their bond investments once interest rates are not artificially suppressed. I’ve also long held that the 4% rule is not […]
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