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Articles tagged "David Blanchett"


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Rob Foregger: Moving beyond the target date fund ... that’s the vision ... they're now antiquated.

New class of robos lay siege to 'antiquated' target-date-funds (TDF) market; even defender of the 401(k) citadel, Vanguard, sees handwriting on the wall

Fidelity, Ascensus, and Morningstar are all making 401(k) moves that could see automated advice replace the Vanguard-dominated TDF market but maybe Vanguard just woke up in time to cannibalize the market itself.

October 8, 2019 at 3:02 AM

David Blanchett: Someone who expects to retire at 65 may be more likely to actually retire at 63 … [and] the impact can be severe: fewer years of saving combined with a greater need in retirement.

Morningstar causes uproar with new study that upends everything RIAs assumed about retirement planning, and it all comes down to a number

In July, Morningstar published its latest retirement report, and its author David Blanchett poses tough questions, suggesting advisors risk “havoc” when predicting retirement. But the industry claims it's well prepared.

August 17, 2018 at 8:51 PM

David Blanchett: You may need significantly less of an annuity.

Morningstar report suggests jiu-jitsu tactic for buying annuities: Game them right back by waiting

Seniors who pick their moment can save as much as 50% with patience as the key strategy

October 29, 2015 at 6:29 PM

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