
Mind Fees in Your Withdrawal Rate
Retirees should be aware of how costs can eat into their portfolio balances, and consider making withdrawal adjustments every year, says Morningstar's David Blanchett.
US Videos | Morningstar | 03/21/2013
3 Inflation-Fighting Assets for Your Toolkit
TIPS, real estate, and commodities are great inflation-hedging, liquid investments, says Morningstar's David Blanchett, who details the ideal portfolio allocations of these assets.
US Videos | Morningstar | 02/05/2013
Time for the 3% Withdrawal Rule?
Low bond yields have called into question the safety of the 4% withdrawal strategy, while other avenues for extra retirement income have their own pros and cons, says Morningstar's David...
US Videos | Morningstar | 02/14/2013
Create More Income With 'Gamma'
David Blanchett explains how a new Morningstar metric captures the extra income an investor can earn by making better financial decisions.
US Videos | Morningstar | 11/05/2012
Careful With That Company Stock
Although there are some instances when it could pay off, holding too much employer stock is a bad idea, says Morningstar's David Blanchett.
US Videos | Morningstar | 09/17/2012
Managing the Risk of Outliving Your Assets
Morningstar retirement expert David Blanchett covers the pros and cons associated with the key longevity insurance products.
US Videos | Morningstar | 09/25/2012
What's the Most Efficient Withdrawal Strategy?
Morningstar research found that the 4% withdrawal rate is not as practical for retirees as many think, while an optimal approach combines mortality rates with portfolio performance.
US Videos | Morningstar | 08/31/2012
The Best Time to Claim Social Security? It Depends
Delaying Social Security benefits until age 70 offers the best return for retirees, but there are instances when it's helpful to claim as early as possible.
US Videos | Morningstar | 08/31/2012
Experts Answer Your Retirement Questions
Financial planner Mark Balasa and Morningstar's Christine Benz and David Blanchett tackled viewers' most pressing retirement questions, from determining savings rates and income needs to...
US Videos | Morningstar | 09/27/2012
Why You Shouldn't 'Set and Forget'...
Financial planner Michael Kitces argues why retirees need to establish a monitoring process for their withdrawal rates to avoid making permanent financial decisions for temporary market ...
US Videos | Morningstar | 04/08/2013
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