David Blanchett
Current Director - PGIM (Formerly Prudential Investment Management); Adjunct Professor of Finance
Research Expertise
About
Publications
The 4 Percent Rule is Not Safe in a Low-Yield World
SSRN Electronic Journal / Jan 01, 2013
Finke, M. S., Pfau, W., & Blanchett, D. (2013). The 4 Percent Rule is Not Safe in a Low-Yield World. SSRN Electronic Journal. https://doi.org/10.2139/ssrn.2201323
Alpha, Beta, and Now… Gamma
The Journal of Retirement / Oct 31, 2013
Blanchett, D., & Kaplan, P. (2013). Alpha, Beta, and Now… Gamma. The Journal of Retirement, 1(2), 29–45. https://doi.org/10.3905/jor.2013.1.2.029
Low Bond Yields and Efficient Retirement Income Portfolios
The Journal of Retirement / Jan 31, 2014
Blanchett, D. (2014). Low Bond Yields and Efficient Retirement Income Portfolios. The Journal of Retirement, 1(3), 49–62. https://doi.org/10.3905/jor.2014.1.3.049
Exploring the Cost of Investing in Socially Responsible Mutual Funds: An Empirical Study
The Journal of Investing / Aug 31, 2010
Blanchett, D. M. (2010). Exploring the Cost of Investing in Socially Responsible Mutual Funds: An Empirical Study. The Journal of Investing, 19(3), 93–103. https://doi.org/10.3905/joi.2010.19.3.093
Financial Education, Advice, and Retirement Planning
Designing Successful Target-Date Strategies for Defined Contribution Plans / Sep 25, 2015
Financial Education, Advice, and Retirement Planning. (2015). Designing Successful Target-Date Strategies for Defined Contribution Plans, 237–255. https://doi.org/10.1002/9781119200017.ch12
Types of Retirement Plans
CFP Board Financial Planning Competency Handbook / May 29, 2019
Grable, J. E. (Ed.). (2019). Types of Retirement Plans. CFP Board Financial Planning Competency Handbook, 471–477. https://doi.org/10.1002/9781119642473.ch53
Sequence Risk: Managing Retiree Exposure to Sequence Risk Through Probability of Failure Based Decision Rules
SSRN Electronic Journal / Jan 01, 2010
Frank, L. R., Mitchell, J. B., & Blanchett, D. M. (2010). Sequence Risk: Managing Retiree Exposure to Sequence Risk Through Probability of Failure Based Decision Rules. SSRN Electronic Journal. https://doi.org/10.2139/ssrn.1849868
Strategic Planning
Water Distribution System Monitoring / Mar 10, 2009
Strategic Planning. (2009). Water Distribution System Monitoring, 29–45. https://doi.org/10.1201/9781439800539.ch2
Stock market liquidity and firm value☆
Journal of Financial Economics / Oct 01, 2009
Fang, V. W., Noe, T. H., & Tice, S. (2009). Stock market liquidity and firm value☆. Journal of Financial Economics, 94(1), 150–169. https://doi.org/10.1016/j.jfineco.2008.08.007
No Portfolio Is an Island
Financial Analysts Journal / May 01, 2015
Blanchett, D. M., & Straehl, P. U. (2015). No Portfolio Is an Island. Financial Analysts Journal, 71(3), 15–33. https://doi.org/10.2469/faj.v71.n3.5
Low Bond Yields and Safe Portfolio Withdrawal Rates
The Journal of Wealth Management / Jul 31, 2013
Blanchett, D. M., Finke, M., & Pfau, W. D. (2013). Low Bond Yields and Safe Portfolio Withdrawal Rates. The Journal of Wealth Management, 16(2), 55–62. https://doi.org/10.3905/jwm.2013.16.2.055
Blanchett, Catherine Elise, (Cate), (born 1969), actress; Joint Artistic Director, Sydney Theatre Company, 2008–13
Who's Who / Dec 01, 2007
Blanchett, Catherine Elise, (Cate), (born 1969), actress; Joint Artistic Director, Sydney Theatre Company, 2008–13. (2007). Who’s Who. https://doi.org/10.1093/ww/9780199540884.013.u43741
An Age-Based, Three Dimensional, Universal Distribution Model Incorporating Sequence Risk
SSRN Electronic Journal / Jan 01, 2011
Frank, L. R., Mitchell, J. B., & Blanchett, D. M. (2011). An Age-Based, Three Dimensional, Universal Distribution Model Incorporating Sequence Risk. SSRN Electronic Journal. https://doi.org/10.2139/ssrn.1849983
Equal Weighted Indices Versus Market Capitalization Weighted Indices: Which Index Provided the Best Risk Adjusted Returns, the S&P 500 Equal Weighted or the S&P 500 Capitalization Weighted Index
Journal of Accounting and Finance / Feb 15, 2022
Equal Weighted Indices Versus Market Capitalization Weighted Indices: Which Index Provided the Best Risk Adjusted Returns, the S&P 500 Equal Weighted or the S&P 500 Capitalization Weighted Index. (2022). Journal of Accounting and Finance, 22(1). https://doi.org/10.33423/jaf.v22i1.5051
The Effect of Advanced Age and Equity Values on Risk Preferences
Journal of Behavioral Finance / Mar 01, 2018
Blanchett, D., Finke, M., & Guillemette, M. (2018). The Effect of Advanced Age and Equity Values on Risk Preferences. Journal of Behavioral Finance, 19(4), 434–441. https://doi.org/10.1080/15427560.2018.1431884
Appendix D: Useful Financial Planning Formulas
Financial Advice and Investment Decisions / Nov 22, 2013
Appendix D: Useful Financial Planning Formulas. (2013). Financial Advice and Investment Decisions, 305–309. https://doi.org/10.1002/9781118656761.app4
Asset Valuations and Safe Portfolio Withdrawal Rates
SSRN Electronic Journal / Jan 01, 2013
Blanchett, D., Finke, M. S., & Pfau, W. (2013). Asset Valuations and Safe Portfolio Withdrawal Rates. SSRN Electronic Journal. https://doi.org/10.2139/ssrn.2286146
Journal of Financial Planning
The History of Financial Planning / Oct 03, 2015
Journal of Financial Planning. (2015). The History of Financial Planning, 271–278. https://doi.org/10.1002/9781119203124.oth1
Optimal Portfolios for the Long Run
SSRN Electronic Journal / Jan 01, 2013
Blanchett, D., Finke, M. S., & Pfau, W. (2013). Optimal Portfolios for the Long Run. SSRN Electronic Journal. https://doi.org/10.2139/ssrn.2320828
Low Returns and Optimal Retirement Savings
Oxford Scholarship Online / Oct 18, 2018
Blanchett, D., Finke, M., & Pfau, W. (2018). Low Returns and Optimal Retirement Savings. Oxford Scholarship Online. https://doi.org/10.1093/oso/9780198827443.003.0003
Building Efficient Income Portfolios
The Journal of Portfolio Management / Apr 30, 2015
Blanchett, D., & Ratner, H. (2015). Building Efficient Income Portfolios. The Journal of Portfolio Management, 41(3), 117–125. https://doi.org/10.3905/jpm.2015.41.3.117
Transition to Old Age (Superannuation) in a 3-D, Age Based, Dynamic, Serially Connected and Annually Recalculated Retirement Distribution Model
SSRN Electronic Journal / Jan 01, 2012
Frank, L. R., Mitchell, J. B., & Blanchett, D. M. (2012). Transition to Old Age (Superannuation) in a 3-D, Age Based, Dynamic, Serially Connected and Annually Recalculated Retirement Distribution Model. SSRN Electronic Journal. https://doi.org/10.2139/ssrn.2050003
Allocating to a Deferred Income Annuity in a Defined Contribution Plan
The Journal of Retirement / Apr 30, 2015
Blanchett, D. (2015). Allocating to a Deferred Income Annuity in a Defined Contribution Plan. The Journal of Retirement, 2(4), 54–68. https://doi.org/10.3905/jor.2015.2.4.054
Portfolio Delegation and 401(k) Plan Participant Responses to COVID-19
Jun 01, 2020
Blanchett, D., Finke, M., & Reuter, J. (2020). Portfolio Delegation and 401(k) Plan Participant Responses to COVID-19. https://doi.org/10.3386/w27438
Donation Risk and Optimal Endowment Portfolio Allocations
The Journal of Portfolio Management / Oct 31, 2014
Blanchett, D. (2014). Donation Risk and Optimal Endowment Portfolio Allocations. The Journal of Portfolio Management, 41(1), 109–120. https://doi.org/10.3905/jpm.2014.41.1.109
Information Processing, Active Vs. Passive Models of
Encyclopedia of Children, Adolescents, and the Media / Jan 01, 2007
Information Processing, Active Vs. Passive Models of. (2007). Encyclopedia of Children, Adolescents, and the Media. https://doi.org/10.4135/9781412952606.n210
Information Horizon, Portfolio Turnover, and Optimal Alpha Models
The Journal of Portfolio Management / Oct 31, 2007
Qian, E., Sorensen, E. H., & Hua, R. (2007). Information Horizon, Portfolio Turnover, and Optimal Alpha Models. The Journal of Portfolio Management, 34(1), 27–40. https://doi.org/10.3905/jpm.2007.698030
Financial planning for retirement: investments other than pensions
Making Sense of Pensions and Retirement / May 08, 2018
Winn, J. (2018). Financial planning for retirement: investments other than pensions. Making Sense of Pensions and Retirement, 61–71. https://doi.org/10.1201/9781315375632-7
Optimal Initiation of Guaranteed Lifelong Withdrawal Benefit with Dynamic Withdrawals
SIAM Journal on Financial Mathematics / Jan 01, 2017
Huang, Y. T., Zeng, P., & Kwok, Y. K. (2017). Optimal Initiation of Guaranteed Lifelong Withdrawal Benefit with Dynamic Withdrawals. SIAM Journal on Financial Mathematics, 8(1), 804–840. https://doi.org/10.1137/16m1089575
Portfolio implications of job-specific human capital risk
Journal of Asset Management / Nov 03, 2016
Blanchett, D., & Straehl, P. (2016). Portfolio implications of job-specific human capital risk. Journal of Asset Management, 18(1), 1–15. https://doi.org/10.1057/s41260-016-0031-6
Delaying Social Security Retirement Benefits: The Bridge to Better Outcomes in Defined Contribution Plans?
SSRN Electronic Journal / Jan 01, 2022
Blanchett, D. (2022). Delaying Social Security Retirement Benefits: The Bridge to Better Outcomes in Defined Contribution Plans? SSRN Electronic Journal. https://doi.org/10.2139/ssrn.4296321
Aktuelles Schlagwort
Sozial Extra / Nov 01, 2010
Kasten, A. (2010). Aktuelles Schlagwort. Sozial Extra, 34(11–12), 18–18. https://doi.org/10.1007/s12054-010-0133-1
Required Retirement Savings Rates Today
SSRN Electronic Journal / Jan 01, 2016
Blanchett, D., Finke, M. S., & Pfau, W. D. (2016). Required Retirement Savings Rates Today. SSRN Electronic Journal. https://doi.org/10.2139/ssrn.2853538
Addressing Key Retirement Risks
The Journal of Retirement / Oct 31, 2014
Blanchett, D. (2014). Addressing Key Retirement Risks. The Journal of Retirement, 2(2), 67–80. https://doi.org/10.3905/jor.2014.2.2.067
The Valuation Model for a Risky Asset When Its Risky Factors Follow Gamma Distributions
International Review of Finance / Jul 13, 2016
Tsai, M. S., & Chiang, S. L. (2016). The Valuation Model for a Risky Asset When Its Risky Factors Follow Gamma Distributions. International Review of Finance, 16(3), 421–444. Portico. https://doi.org/10.1111/irfi.12088
Exploring the “Good Guys”: An Empirical Study of Vanguard’s Actively Managed Domestic Equity Mutual Funds
The Journal of Investing / May 31, 2010
Blanchett, D. M. (2010). Exploring the “Good Guys”: An Empirical Study of Vanguard’s Actively Managed Domestic Equity Mutual Funds. The Journal of Investing, 19(2), 39–48. https://doi.org/10.3905/joi.2010.19.2.039
Do Investors Consider Nonfinancial Risks When Building Portfolios?
Financial Analysts Journal / Sep 23, 2019
Blanchett, D. M., & Guillemette, M. (2019). Do Investors Consider Nonfinancial Risks When Building Portfolios? Financial Analysts Journal, 75(4), 124–142. https://doi.org/10.1080/0015198x.2019.1651160
The effect of investment and withdrawal horizons on myopic loss aversion
Applied Economics Letters / Jul 19, 2018
Guillemette, M., Blanchett, D., & Finke, M. (2018). The effect of investment and withdrawal horizons on myopic loss aversion. Applied Economics Letters, 26(10), 787–790. https://doi.org/10.1080/13504851.2018.1497840
Financial vulnerability affects four in ten middle-income households
May 01, 2019
(2019). Financial vulnerability affects four in ten middle-income households. https://doi.org/10.1787/803116c9-en
Beyond the Glide Path: The Drivers of Target-Date Fund Returns
The Journal of Retirement / Apr 30, 2018
Blanchett, D., & Kaplan, P. D. (2018). Beyond the Glide Path: The Drivers of Target-Date Fund Returns. The Journal of Retirement, 5(4), 25–39. https://doi.org/10.3905/jor.2018.5.4.025
Dynamic Choice and Optimal Annuitization
The Journal of Retirement / Jun 30, 2015
Blanchett, D. (2015). Dynamic Choice and Optimal Annuitization. The Journal of Retirement, 3(1), 38–49. https://doi.org/10.3905/jor.2015.3.1.038
Annuitized Income and Optimal Asset Allocation
SSRN Electronic Journal / Jan 01, 2017
Blanchett, D., & Finke, M. S. (2017). Annuitized Income and Optimal Asset Allocation. SSRN Electronic Journal. https://doi.org/10.2139/ssrn.3041717
Fund Flows, Momentum, and Mutual Fund Performance
The Journal of Investing / May 31, 2012
Blanchett, D. M. (2012). Fund Flows, Momentum, and Mutual Fund Performance. The Journal of Investing, 21(2), 83–91. https://doi.org/10.3905/joi.2012.21.2.083
Is Buy and Hold Dead? Exploring the Costs of Tactical Reallocation
CFA Digest / May 01, 2011
Black, K. H. (2011). Is Buy and Hold Dead? Exploring the Costs of Tactical Reallocation. CFA Digest, 41(2), 84–85. https://doi.org/10.2469/dig.v41.n2.39
Do Passive or Active Investors Make Better Asset Allocation Decisions?
The Journal of Index Investing / Aug 31, 2010
Blanchett, D. M. (2010). Do Passive or Active Investors Make Better Asset Allocation Decisions? The Journal of Index Investing, 1(2), 74–80. https://doi.org/10.3905/jii.2010.1.2.074
Historical Performance of ActiveBeta Indexes
ActiveBeta Indexes / Feb 22, 2010
Historical Performance of ActiveBeta Indexes. (2010). ActiveBeta Indexes, 123–153. Portico. https://doi.org/10.1002/9781118267097.ch8
ETF Trading Business: Assessing and Providing Liquidity
The ETF Handbook / Mar 15, 2010
ETF Trading Business: Assessing and Providing Liquidity. (2010). The ETF Handbook, 155–166. Portico. https://doi.org/10.1002/9781118258194.ch10
LDI for Individual Portfolios
The Journal of Investing / Jan 31, 2019
Idzorek, T. M., & Blanchett, D. M. (2019). LDI for Individual Portfolios. The Journal of Investing, 28(1), 31–54. https://doi.org/10.3905/joi.2019.28.1.031
Save More Today: Improving Retirement Savings Rates with Carrots, Advice, and Nudges
The Journal of Retirement / Jul 31, 2017
Blanchett, D. (2017). Save More Today: Improving Retirement Savings Rates with Carrots, Advice, and Nudges. The Journal of Retirement, 5(1), 69–95. https://doi.org/10.3905/jor.2017.5.1.069
The Value of a Gamma-Efficient Portfolio
The Journal of Retirement / Jan 22, 2018
Blanchett, D., & Kaplan, P. D. (2018). The Value of a Gamma-Efficient Portfolio. The Journal of Retirement, 5(3), 32–56. https://doi.org/10.3905/jor.2018.5.3.032
Defaulting Participants in Defined Contribution Plans into Annuities: Are the Potential Benefits Worth the Costs?
The Journal of Retirement / Jun 30, 2016
Blanchett, D. (2016). Defaulting Participants in Defined Contribution Plans into Annuities: Are the Potential Benefits Worth the Costs? The Journal of Retirement, 4(1), 54–76. https://doi.org/10.3905/jor.2016.4.1.054
Who Exhibits Time Varying Risk Aversion?
SSRN Electronic Journal / Jan 01, 2016
Blanchett, D., Finke, M. S., & Guillemette, M. A. (2016). Who Exhibits Time Varying Risk Aversion? SSRN Electronic Journal. https://doi.org/10.2139/ssrn.2770826
Quantum Monte Carlo methods
A Guide to Monte Carlo Simulations in Statistical Physics / Nov 13, 2014
Quantum Monte Carlo methods. (2014). A Guide to Monte Carlo Simulations in Statistical Physics, 319–363. https://doi.org/10.1017/cbo9781139696463.009
Guaranteed Income: A License to Spend
SSRN Electronic Journal / Jan 01, 2021
Blanchett, D., & Finke, M. S. (2021). Guaranteed Income: A License to Spend. SSRN Electronic Journal. https://doi.org/10.2139/ssrn.3875802
The Value of Delayed Social Security Claiming for Higher-Earning Women
SSRN Electronic Journal / Jan 01, 2021
Duffy, S., Finke, M. S., & Blanchett, D. (2021). The Value of Delayed Social Security Claiming for Higher-Earning Women. SSRN Electronic Journal. https://doi.org/10.2139/ssrn.3849653
Minding the Gap in Subjective Mortality Estimates
The Journal of Retirement / Sep 17, 2021
Blanchett, D. (2021). Minding the Gap in Subjective Mortality Estimates. The Journal of Retirement, 9(2), 8–20. https://doi.org/10.3905/jor.2021.1.093
Change Is a Good Thing
Financial Analysts Journal / Dec 04, 2019
Blanchett, CFA, D. M., Finke, M. S., & Licato, J. A. (2019). Change Is a Good Thing. Financial Analysts Journal, 76(1), 20–37. https://doi.org/10.1080/0015198x.2019.1682426
Time Weighted Arrival Deviation: Moving from the Efficient Frontier towards the Final Frontier of Investments
SSRN Electronic Journal / Jan 01, 2011
Kashyap, R. (2011). Time Weighted Arrival Deviation: Moving from the Efficient Frontier towards the Final Frontier of Investments. SSRN Electronic Journal. https://doi.org/10.2139/ssrn.2656710
Gaming the System: The Impact of Morningstar Category Changes on Peer Rankings
The Journal of Investing / Feb 28, 2011
Blanchett, D. M. (2011). Gaming the System: The Impact of Morningstar Category Changes on Peer Rankings. The Journal of Investing, 20(1), 33–42. https://doi.org/10.3905/joi.2011.20.1.033
The Value of Professional Financial Advice on Investor Behavior During the COVID-19 Pandemic
SSRN Electronic Journal / Jan 01, 2022
Blanchett, D., Finke, M. S., & Liu, Z. (2022). The Value of Professional Financial Advice on Investor Behavior During the COVID-19 Pandemic. SSRN Electronic Journal. https://doi.org/10.2139/ssrn.4289043
Redefining the Optimal Retirement Income Strategy
Financial Analysts Journal / Dec 15, 2022
Blanchett, D. (2022). Redefining the Optimal Retirement Income Strategy. Financial Analysts Journal, 79(1), 5–16. https://doi.org/10.1080/0015198x.2022.2129947
Defaults and Consumer Response to Rainy-Day Funds: Evidence from 401(k) Participants during the COVID-19 Pandemic
The Journal of Retirement / Oct 08, 2022
Blanchett, D., Finke, M., & Liu, Z. (2022). Defaults and Consumer Response to Rainy-Day Funds: Evidence from 401(k) Participants during the COVID-19 Pandemic. The Journal of Retirement, jor.2022.1.123. https://doi.org/10.3905/jor.2022.1.123
The Shape of the Expected Equity Risk Premium
The Journal of Investing / Aug 03, 2022
Blanchett, D. (2022). The Shape of the Expected Equity Risk Premium. The Journal of Investing, 31(6), 81–91. https://doi.org/10.3905/joi.2022.1.238
Spending Elasticity and Optimal Portfolio Risk Levels
SSRN Electronic Journal / Jan 01, 2022
Blanchett, D., & Stempien, J. (2022). Spending Elasticity and Optimal Portfolio Risk Levels. SSRN Electronic Journal. https://doi.org/10.2139/ssrn.4175484
Practical Applications of Income Investing in a Low-Yield Environment
Practical Applications / Jul 27, 2022
Blanchett, D. M. (2022). Practical Applications of Income Investing in a Low-Yield Environment. Practical Applications, pa.2022.pa506. https://doi.org/10.3905/pa.2022.pa506
ESG Fund Allocations Among New, Do-it-Yourself Defined Contribution Plan Participants
SSRN Electronic Journal / Jan 01, 2022
Blanchett, D., & Liu, Z. (2022). ESG Fund Allocations Among New, Do-it-Yourself Defined Contribution Plan Participants. SSRN Electronic Journal. https://doi.org/10.2139/ssrn.4149885
Gender Diversity among Defined Contribution Plan Administrators and the Potential Impact on Retirement Outcomes
The Journal of Retirement / Mar 04, 2022
Blanchett, D., Varga, J., & Weirath, C. (2022). Gender Diversity among Defined Contribution Plan Administrators and the Potential Impact on Retirement Outcomes. The Journal of Retirement, 9(4), 61–72. https://doi.org/10.3905/jor.2022.1.107
Practical Applications of Minding the Gap in Subjective Mortality Estimates
Practical Applications / Apr 13, 2022
Blanchett, D. (2022). Practical Applications of Minding the Gap in Subjective Mortality Estimates. Practical Applications, pa.2022.pa490. https://doi.org/10.3905/pa.2022.pa490
Does Advisor Channel Influence Passive Fund Choice?
SSRN Electronic Journal / Jan 01, 2022
Finke, M. S., Szapiro, A., & Blanchett, D. (2022). Does Advisor Channel Influence Passive Fund Choice? SSRN Electronic Journal. https://doi.org/10.2139/ssrn.4068853
Practical Applications of Do Advisors Improve 401(k) Plans?
Practical Applications / Nov 17, 2021
Blanchett, D. (2021). Practical Applications of Do Advisors Improve 401(k) Plans? Practical Applications, 9(3), 1.15-4. https://doi.org/10.3905/pa.9.3.467
The Impact of Employer Defaults and Match Rates on Retirement Saving
SSRN Electronic Journal / Jan 01, 2021
Blanchett, D., Finke, M. S., & Liu, Z. (2021). The Impact of Employer Defaults and Match Rates on Retirement Saving. SSRN Electronic Journal. https://doi.org/10.2139/ssrn.3992899
Practical Applications of The Value of Allocating to Annuities
Practical Applications / Apr 30, 2021
Blanchett, D. (2021). Practical Applications of The Value of Allocating to Annuities. Practical Applications, 8(4), 1.1-5. https://doi.org/10.3905/pa.8.4.414
Income Investing in a Low-Yield Environment
The Journal of Wealth Management / Sep 09, 2021
Blanchett, D. M. (2021). Income Investing in a Low-Yield Environment. The Journal of Wealth Management, 24(3), 58–70. https://doi.org/10.3905/jwm.2021.1.147
8 Activities on Both Sides of the Balance Sheet
Basics of Accounting / Jan 01, 2021
Berkau, C. (2021). 8 Activities on Both Sides of the Balance Sheet. Basics of Accounting, 99–108. https://doi.org/10.24053/9783739881836-99
Do Advisors Improve 401(k) Plans?
The Journal of Retirement / Mar 24, 2021
Blanchett, D. (2021). Do Advisors Improve 401(k) Plans? The Journal of Retirement, 8(4), 26–42. https://doi.org/10.3905/jor.2021.1.083
Foreign Revenue: A New World of Risk Exposures
The Journal of Portfolio Management / Mar 31, 2021
Blanchett, D. (2021). Foreign Revenue: A New World of Risk Exposures. The Journal of Portfolio Management, 47(6), 175–193. https://doi.org/10.3905/jpm.2021.1.237
Do Defaults Limit Consumer Response to Rainy-Day Funds? Evidence from 401(k) Participants During the COVID-19 Pandemic
SSRN Electronic Journal / Jan 01, 2020
Blanchett, D., Finke, M. S., & Liu, Z. (2020). Do Defaults Limit Consumer Response to Rainy-Day Funds? Evidence from 401(k) Participants During the COVID-19 Pandemic. SSRN Electronic Journal. https://doi.org/10.2139/ssrn.3732202
Life Annuities: From Immediate to Deferred
Retirement Income Recipes in R / Jan 01, 2020
Milevsky, M. A. (2020). Life Annuities: From Immediate to Deferred. Use R!, 181–208. https://doi.org/10.1007/978-3-030-51434-1_10
The Value of Allocating to Annuities
The Journal of Retirement / Jun 24, 2020
Blanchett, D. (2020). The Value of Allocating to Annuities. The Journal of Retirement, 8(1), 40–52. https://doi.org/10.3905/jor.2020.1.068
Should Annuities be Purchased from Tax-Sheltered Assets?
SSRN Electronic Journal / Jan 01, 2019
Blanchett, D., & Finke, M. S. (2019). Should Annuities be Purchased from Tax-Sheltered Assets? SSRN Electronic Journal. https://doi.org/10.2139/ssrn.3431206
Save more with less: The impact of employer defaults and match rates on retirement saving
FINANCIAL PLANNING REVIEW / Oct 17, 2022
Blanchett, D., Finke, M., & Liu, Z. (2022). Save more with less: The impact of employer defaults and match rates on retirement saving. FINANCIAL PLANNING REVIEW, 5(4). Portico. https://doi.org/10.1002/cfp2.1152
How competitive are income annuity providers over time?
Risk Management and Insurance Review / Jun 01, 2021
Blanchett, D., Finke, M., & Nikolic, B. (2021). How competitive are income annuity providers over time? Risk Management and Insurance Review, 24(2), 207–214. Portico. https://doi.org/10.1111/rmir.12182
Education
Texas Tech University
Ph.D, Finance
University of Chicago
MBA, Finance / 2010
University of Kentucky
BBA, Finance
Experience
Prudential Investment Management
Managing Director / June, 2021 — Present
Morningstar
Head of Retirement Research / 2012 — 2021
Links & Social Media
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