Financial Planning for a Secure Retirement (Take 15 Series)

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CFA Institute Take 15 Series

Source: CFA Institute

8:04, video webcast, recorded on 22 May 2017
Posted on 4 October 2017

Head, Retirement Research
Morningstar Investment Management

This information is accurate as of the day of the recording.
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Summary

In this brief interview, David M. Blanchett, CFA, head of retirement research at Morningstar Investment Management, explains the concept of gamma as a measure of the impact of financial planning decisions and details the additional portfolio returns a gamma-based strategy provides. He also discusses how spending in retirement fluctuates and its implications for financial planning, how to determine a safe withdrawal rate in retirement, as well as how investors can best mitigate longevity risk. 

The Take 15 Series is a series of short interviews with leading practitioners on timely topics focused on the investment profession.

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