45 min listen
To Annuitize or Not: New Research by David Blanchett
To Annuitize or Not: New Research by David Blanchett
ratings:
Length:
26 minutes
Released:
Mar 16, 2020
Format:
Podcast episode
Description
Should retirees buy annuities to insure a steady stream of income? Few products are as polarizing among financial advisors than annuities, but certainly they have a place in the retirement picture for some individuals. In this episode, we look at new research by David Blanchett that may help advisors decide when a client should annuitize or not. Blanchett is head of retirement research at Morningstar Investment Management.
Released:
Mar 16, 2020
Format:
Podcast episode
Titles in the series (100)
Not-So-Crude Markets: Energy Infrastructure and MLPs: A chart of oil prices in the past year looks a lot like a roller coaster. And the stock prices of oil companies tend to follow oil prices higher or lower. Today's episode will discuss an energy investment that’s different in many ways from the oil companies that are household names because of their corresponding gas stations—firms like Exxon Mobil and Chevron. We'll focus on energy infrastructure and MLPs, or master limited partnerships, and how they're used in some of our portfolios. Joining Host Drew Carter is joined by George Metrou, Portfolio Manager for the Dividend Select Equity strategy here in the US, and Dan McNeela, who is co-head of our target risk strategies in the U.S. Recording date: June 24, 2019 by Simple, but Not Easy