Tag Archives: Emotions

Episode 8 – Retirement Research Insight for Advisors – With David Blanchett

As Morningstar Investment Management’s head of retirement research, David Blanchett, PhD, CFA, CFP® is driven to uncover ways people, and advisors, can create better outcomes.

In this episode, David shares some of the latest insight he’s gained through his research, covering everything from the value of professional advice to the value of creating income for life.

In this episode, you’ll learn:


  • How different investment approaches can impact the way investors navigate market volatility
  • Why advisors should weigh the pros and cons of how they quantify outcomes
  • How advisors can help manage emotions during the investment process
  • Why guaranteed income is a forgotten household asset
  • And more!


Tune in now to learn more about today’s retirement landscape from a researcher’s point of view!

Resources:  InsurMark | David Blanchett | The Mutual Fund Puzzle