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Episode Info: Our guest this week is David Blanchett, head of retirement research for Morningstar Investment Management. In his role at Morningstar, Blanchett works to enhance the Investment Management group's consulting and investment services and conducts research primarily in the areas of financial planning, tax planning, annuities, and retirement. He's also adjunct professor of wealth management at The American College of Financial Services.Blanchett's research has been published in a variety of academic and industry journals, such as the Financial Analysts Journal, the Journal of Financial Planning, The Journal of Portfolio Management, The Journal of Retirement, and The Journal of Wealth Management. His research won the Journal of Financial Planning's 2007 Financial Frontiers Award, the Retirement Income Industry Association's 2012 Thought Leadership Award, the Journal of Financial Planning's 2014 and 2015 Montgomery-Warschauer Awards, and the Financial Analysts Journal's 2015 Graham & Dodd Scroll Award.BackgroundDavid Blanchett's bioDavid Blanchett's research archiveQuantifying the Value of AdviceAlpha, Beta, and Now ... GammaThe Value of a Gamma-Efficient PortfolioVanguard Advisor's AlphaCapital Sigma: The Advisor AdvantageReducing Wealth Volatility: The Value of Financial Advice as Measured by ZetaRetirementAnnuities are Likely Coming to Your 401(k). Should You Use Them?A Safe Harbor for Annuities Could Help Retirement SaversSave More Today: Improving Retirement Savings Rates With Carrots, Advice, and NudgesNudge, by Richard Thaler and Cass SunsteinBehavioral Nudges for Goals-Based Financial PlanningYou Can't Fix What You Can't Measure, Aron Szapiro on The Long View podcastI Don't Think the System Needs Nudges. I Think the System Needs Dynamite, William Bernstein on The Long View podcastMan Bites Dog! Congress Is Writing Retirement Legislation!Retiree Survey: Nearly All Say They Are Happy Though Many Are Financially InsecureEstimating the True Cost of RetirementExploring the Retirement Consumption Puzzle75 Must-Know Statistics About Long-Term Care: 2018 EditionThe 4% Rule Is Not Safe in a Low-Yield WorldSimple Formulas to Implement Complex Withdrawal StrategiesReducing Retirement Risk With a Rising Equity Glide-PathRevisiting the Optimal Distribution Glide PathAnnuitized Income and Optimal Asset AllocationShould Annuities Be Purchased From Tax-Sheltered Assets?The Home as a Risky AssetCareful With That Company StockAbout the Podcast: The Long View is a podcast from Morningstar. Each week, hosts Christine Benz and Jeff Ptak conduct an in-depth discussion with a thought leader from the world of investing or personal finance. The podcast is produced by George Castady and Scott Halver.About the Hosts: Christine Benz and Jeff Ptak have been analysts and commentators on investments and the investment industry for many years. Christine is Morningstar's director of personal finance and senior columnist for Morningstar.com. Jeff is head of global m...
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