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2010 Morningstar Ibbotson Conference Videos

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  1. Gross: Economy Can't Survive Much Higher Rates

    Video Reports

    Wed, 25 Jun 2014

    information in Triumph of the Optimists that it's an education in and of itself. Anyway there's that book. There's Ibbotson and Sinquefield. There's lots of studies on the 100-year history of maturities and how they perform. What they show is

    Ibbotson found at 14:25

    it's an education in and of itself. Anyway there's that book. There's Ibbotson and Sinquefield. There's lots of studies on the 100-year history of maturities and how they perform. What they show is that over
  2. How to Make the Most of Your 401(k)

    Video Reports

    Sat, 19 Apr 2014

    then thinking about customizing it based on your own situation. So one concept that my colleagues at Ibbotson frequently talk about-- Ibbotson Associates is part of Morningstar--they talk about this concept of human capital. When you're

  3. Ready Your Portfolio for Retirement

    Video Reports

    Sat, 12 Apr 2014

    bucket, so you're going to definitely be much more in equities at that point. Benz: Exactly. I think our colleagues at Ibbotson Associates have done some important work in the realm of human capital and careers. How careers might affect one's asset

  4. When Stocks Are Safer

    Video Reports

    Thu, 13 Feb 2014

    Morningstar.com. * Disclosure Morningstar Investment Management is a division of Morningstar and includes Morningstar Associates, Ibbotson Associates, and Morningstar Investment Services, which are registered investment advisors and wholly owned subsidiaries of

    Ibbotson found at 3:45

    Morningstar Investment Management is a division of Morningstar and includes Morningstar Associates, Ibbotson Associates, and Morningstar Investment Services, which are registered investment advisors and wholly owned subsidiaries of Morningstar, Inc. All investment advisory services described
  5. Can 401(k)s Get the Job Done?

    Video Reports

    Sat, 1 Feb 2014

    Disclosure The Morningstar Investment Management division is a division of Morningstar and includes Morningstar Associates, Ibbotson Associates, and Morningstar Investment Services, which are registered investment advisors and wholly owned subsidiaries of

  6. When to Get Hands-On With Your 401(k) Allocation

    Video Reports

    Thu, 23 Jan 2014

    Management. David, thank you so much for being here. David Blanchett: Thanks for having me. Benz: David, Morningstar Ibbotson has long done a lot of work on human capital. Let's talk about this idea of human capital and how it might influence you

    Ibbotson found at 0:18

    for being here. David Blanchett: Thanks for having me. Benz: David, Morningstar Ibbotson has long done a lot of work on human capital. Let's talk about this idea of human capital and how it might
  7. Get a Handle on Your Portfolio

    Video Reports

    Sun, 19 May 2013

    re nearing retirement, that inflation protection piece? Benz: Absolutely. So one thing we notice when we look at those Ibbotson Morningstar Lifetime Allocation Indexes is that the percent of explicit inflation protection increases quite a bit as someone

    Ibbotson found at 7:08

    Benz: Absolutely. So one thing we notice when we look at those Ibbotson Morningstar Lifetime Allocation Indexes is that the percent of explicit inflation protection increases quite a bit as someone gets close to retirement.
  8. Give Your Portfolio a Checkup

    Video Reports

    Sat, 6 Apr 2013

    stocks, just recognize that you have a significant home-country bias in that portfolio. Incidentally, our colleagues at Ibbotson Associates here at Morningstar have some opinions about how global portfolios should be, and their view is that that should

    Ibbotson found at 23:28

    have a significant home-country bias in that portfolio. Incidentally, our colleagues at Ibbotson Associates here at Morningstar have some opinions about how global portfolios should be, and their view is that that should kind of
  9. Mind Fees in Your Withdrawal Rate

    Video Reports

    Thu, 21 Mar 2013

    the paper in its entirety . Christine Benz : Hi, I'm Christine Benz for Morningstar.com. I'm here at the Morningstar Ibbotson Conference, and I had the opportunity to sit down with David Blanchett. We discussed withdrawal rates in retirement, a topic

    Ibbotson found at 0:07

    : Hi, I'm Christine Benz for Morningstar.com. I'm here at the Morningstar Ibbotson Conference, and I had the opportunity to sit down with David Blanchett. We discussed withdrawal rates in retirement, a topic that we
  10. Ibbotson : Danger in Reaching for Yield

    Video Reports

    Sun, 17 Mar 2013

    com. I'm here at the Morningstar Ibbotson Conference, and I had the opportunity ..... with [Zebra Capital chairman] Roger Ibbotson , who shared his outlook for the bond ..... thank you so much for being here. Roger Ibbotson : I am glad to be here. Benz: You are

    Ibbotson found at 0:07, 2:16, 3:25

    Benz: Hi, I'm Christine Benz for Morningstar.com. I'm here at the Morningstar Ibbotson Conference, and I had the opportunity to sit down with [Zebra Capital chairman] Roger Ibbotson , who shared his outlook for the bond market today. Roger, thank you so much for being here. Roger Ibbotson : I am glad to be here. Benz: You are an asset-allocation guru, so I always like to pick your brain about what your thoughts are on various asset classes. One of the most vexing areas for all investors right now is fixed income. People are looking at very low yields and the prospect of potentially rising interest rates and really wondering about how to handle this portion of their portfolios. Do they need bonds? I'd like to get your thoughts on that question? Ibbotson : Yes. The yields really are very low right now. In fact they are under 2% for the, say, intermediate Treasuries, 10-year Treasuries,
    down to meet their living expenses. How should they deal with that? Ibbotson : Well, we still have to buy [bonds]. We still have to include them in our portfolio. They still give you the lower-risk
    into high-yield bonds, emerging-markets bonds, what would you say to those investors? Ibbotson : Well, I am not sure that's going to work either. When the financial crisis hit, the bonds spreads went way up. So
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