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Gain insight into how important it is that we help our clients prepare financially for retirement by considering their total wealth, and not only their investable assets.
Financial assets, such as stocks and bonds, are only one component of an investor’s total economic worth.
Other assets, such as human capital, real estate, and pensions often represent a significant portion of an investor’s total wealth, but are commonly ignored when building portfolios.
David Blanchett, head of retirement research at Morningstar Investment Management, explores various frameworks to design more efficient portfolios from a total wealth perspective in this presentation. Topics discussed include the relevance of human capital, optimal endowment allocations given donation risk, the impact of liabilities on optimal portfolios, efficient income investing, taxes, and optimal portfolios for different investing durations.
In "No Portfolio Is An Island" by David Blanchett, you will:
- Discover different types of risks to consider when building portfolios that are more efficient for clients when viewed from a total wealth perspective;
- Understand why there is no one efficient portfolio for all investors;
- Learn frameworks for incorporating different risks and preferences into the portfolio optimization process.
This on-demand webinar is a recording of a recent live webinar. Check our WEEKLY REBROADCAST SCHEDULE where there is no need to take the online quiz to receive CE. You may also take this on-demand course any time for 1 hr CFP®, CRC®, and other Continuing Education Credit when you pass the online quiz.
Meet David Blanchett, Ph.D. CFA, CFP®,
Retirement Research and Income Planning Expert
Retirement planning experience
David Blanchett, PhD., CFA, CFP® is the head of retirement research for Morningstar Investment Management. He works to enhance the group’s consulting and investment services. David conducts research primarily in the areas of financial planning, tax planning, annuities, and retirement plans and he serves as the Chairman of the Advice Methodologies Investment subcommittee.
Retirement planning thought leadership and expertise
David’s research has been published in a variety of academic and industry journals and has been featured in a variety of media publications. In 2014 Money Magazine named him one of the five brightest minds in retirement and in 2014 Investment News included him in their inaugural 40 under 40 list as a “visionary” for the financial planning industry.
He is part of group of retirement thought leaders – truly a breath of fresh air – along with Wade Pfau, Michael Finke and others, who challenge us to go beyond targeting 80% replacement rates, traditional retirement portfolio asset allocations, inflation-adjusted systematic withdrawals of 4% and probabilities of success or failure.
Invest in Your Retirement Expertise.
1 hr CFP®, CRC®, and other CE Credit Reporting
We are a CE Sponsor with the CFP Board of Standards and the professional development partner of the International Foundation for Retirement Education (InFRE).
We will report your CFP® and/or CRC® credit (no additional reporting fee). Please add your ID at checkout. You are responsible for reporting all other certification CE credit.
Over 50 courses are accepted for continuing education (CE) credit for those who have earned the Certified Financial Planner® (CFP®) certification, the International Foundation for Retirement Education’s (InFRE) Certified Retirement Counselor® (CRC®) certification, the College for Financial Planning’s Chartered Retirement Plan Consultant (CRPC) certification, the American College’s designations (ChFC, CLU, RICP), Retirement Management Analyst designation (RMA), ASPPA and other certification or designations.
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