Posts Tagged David Blanchett

The Impact of Retirement Age Uncertainty on Retirement Outcomes

By David M. Blanchett, CFA, CFP®, AIFA, 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 […]

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Posted in: PROVIDE Retirement Income, Retirement Income Planning and Spending

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No Portfolio is an Island

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 […]

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Posted in: PROVIDE Retirement Income, Retirement Investing and Investments

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The 4% Rule is Not Safe in a Low-Yield World

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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Posted in: PROVIDE Retirement Income, Retirement Income Planning and Spending

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