David Blanchett

Morningstar Investment Management

Head of Retirement Research

22 W Washington

Chicago, IL 60602

United States

http://www.davidmblanchett.com

  • Morningstar Investment Management

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    • Tel: 859-492-5637
SCHOLARLY PAPERS

11

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17,783

CITATIONS

2

Scholarly Papers (11)

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1.

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

Number of pages: 15 Posted: 16 Jan 2013 Last Revised: 17 Jan 2013
Michael S. Finke, Wade D. Pfau and David Blanchett
The American College, The American College and Morningstar Investment Management
Downloads 7,607 (700)

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retirement, systematic withdrawals, 4% rule, safe withdrawal rates

2.

Asset Valuations and Safe Portfolio Withdrawal Rates

Number of pages: 17 Posted: 28 Jun 2013 Last Revised: 01 Jul 2013
David Blanchett, Michael S. Finke and Wade D. Pfau
Morningstar Investment Management, The American College and The American College
Downloads 4,046 (2,090)

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retirement, asset valuations, withdrawal rates, Monte Carlo

3.

Optimal Portfolios for the Long Run

Number of pages: 26 Posted: 06 Sep 2013 Last Revised: 05 Feb 2014
David Blanchett, Michael S. Finke and Wade D. Pfau
Morningstar Investment Management, The American College and The American College
Downloads 3,571 (2,608)

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time diversification, portfolio choice, stock allocation

4.

Required Retirement Savings Rates Today

Number of pages: 22 Posted: 18 Oct 2016
David Blanchett, Michael S. Finke and Wade D. Pfau
Morningstar Investment Management, The American College and The American College
Downloads 975 (21,917)

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Retirement Savings, Life Cycle Saving, Low Returns, Financial Planning, Household Finance

5.

Annuitized Income and Optimal Asset Allocation

2018 Academic Research Colloquium for Financial Planning and Related Disciplines
Number of pages: 18 Posted: 23 Sep 2017
David Blanchett and Michael S. Finke
Morningstar Investment Management and The American College
Downloads 433 (64,635)

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6.

An Overview of Retirement Income Strategies

Journal of Investment Consulting, Vol. 17, No. 1, p. 22-30, 2016
Number of pages: 11 Posted: 18 Oct 2016
Michael S. Finke and David Blanchett
The American College and Morningstar Investment Management
Downloads 305 (96,828)

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7.

Sequence Risk: Managing Retiree Exposure to Sequence Risk Through Probability of Failure Based Decision Rules

Number of pages: 36 Posted: 26 May 2011
Larry R. Frank, John B. Mitchell and David Blanchett
Academy of Financial Services, Central Michigan University - Department of Finance and Law and Morningstar Investment Management
Downloads 232 (128,924)
Citation 1

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Retirement Planning, Adjustable Withdrawal Rates, Sequence Risk, Probability of Failure

8.

An Age-Based, Three Dimensional, Universal Distribution Model Incorporating Sequence Risk

Number of pages: 25 Posted: 24 May 2011 Last Revised: 11 May 2016
Larry R. Frank, John B. Mitchell and David Blanchett
Academy of Financial Services, Central Michigan University - Department of Finance and Law and Morningstar Investment Management
Downloads 210 (141,887)
Citation 1

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Retirement Planning, Adjustable Withdrawal Rates, Sequence Risk, Probability of Failure, Expected Longevity

9.

The Effect of Advanced Age and Equity Values on Risk Preferences

Blanchett, D., Finke, M and Guillemette, M. (2018). The Effect of Advanced Age and Equity Values on Risk Preferences. Journal of Behavioral Finance, Forthcoming
Number of pages: 22 Posted: 02 May 2017 Last Revised: 26 Jan 2018
David Blanchett, Michael S. Finke and Michael Guillemette
Morningstar Investment Management, The American College and Texas Tech University - Department of Personal Financial Planning
Downloads 145 (196,637)

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risk preferences, risk aversion, stock prices, old age, financial planning

10.

Transition to Old Age (Superannuation) in a 3-D, Age Based, Dynamic, Serially Connected and Annually Recalculated Retirement Distribution Model

Number of pages: 35 Posted: 02 May 2012 Last Revised: 01 Jun 2012
Larry R. Frank, John B. Mitchell and David Blanchett
Academy of Financial Services, Central Michigan University - Department of Finance and Law and Morningstar Investment Management
Downloads 130 (214,683)

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Retirement Planning, Adjustable Withdrawal Rates, Sequence Risk, Probability of Failure, Expected Longevity, Elderly, Mortality, Age Distribution, Cohorts, Superannuation

11.

Who Exhibits Time Varying Risk Aversion?

Number of pages: 46 Posted: 27 Apr 2016 Last Revised: 29 Apr 2016
David Blanchett, Michael S. Finke and Michael Guillemette
Morningstar Investment Management, The American College and Texas Tech University - Department of Personal Financial Planning
Downloads 129 (215,956)

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Risk Aversion, Time Varying Risk Aversion, Advanced Age, Account Balance, Income, Morningstar