David Carey
@fundguy.bsky.social
Manager Research Analyst
@morningstar.com
All opinions are my own. Important disclosure information: https://images.mscomm.morningstar.com/Web/MorningstarInc/%7Bae25cfbb-ea0b-4292-a761-a144df623948%7D_MRS_0818_Disclosure.pdf
@morningstar.com
All opinions are my own. Important disclosure information: https://images.mscomm.morningstar.com/Web/MorningstarInc/%7Bae25cfbb-ea0b-4292-a761-a144df623948%7D_MRS_0818_Disclosure.pdf
Reposted by David Carey
What's a safe withdrawal rate for retirees in 2025? This year I had the opportunity to contribute to Morningstar's research on retirement income and learned a lot about how guaranteed income can impact spending in retirement.
What’s a Safe Retirement Spending Rate for 2025?
Starting safe withdrawal rates have declined, but staying flexible and enlarging guaranteed income can help boost lifetime payouts.
www.morningstar.com
December 12, 2024 at 3:19 PM
What's a safe withdrawal rate for retirees in 2025? This year I had the opportunity to contribute to Morningstar's research on retirement income and learned a lot about how guaranteed income can impact spending in retirement.
Not going to lie, I’m disappointed with how many fake accounts there are on here. It’s annoying to have to guess who is a real person and who is a scammer.
December 1, 2024 at 1:40 AM
Not going to lie, I’m disappointed with how many fake accounts there are on here. It’s annoying to have to guess who is a real person and who is a scammer.
China EV sales are booming this year.
November 28, 2024 at 3:43 AM
China EV sales are booming this year.
Almost three dozen fund providers have requested approval from the SEC to use Vanguard's previously patented ETF-as-a-share class fund structure.
November 27, 2024 at 7:57 PM
Almost three dozen fund providers have requested approval from the SEC to use Vanguard's previously patented ETF-as-a-share class fund structure.
According to our data, roughly 42% of nonsystematic active equity ETFs are operating below their breakeven points given the revenue they can generate from their expense ratios.
November 26, 2024 at 10:12 PM
According to our data, roughly 42% of nonsystematic active equity ETFs are operating below their breakeven points given the revenue they can generate from their expense ratios.