Posts Tagged Michael Finke

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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