Investing Specialists

Morningstar Runs the Numbers

Inspired by Harper's Index (with a tip of the hat to FiveThirtyEight's Significant Digits blog), Morningstar Runs the Numbers uses a numbers-based approach to highlight recent Morningstar research, along with some outside news stories.

During Retirement Matters Week on, we took an in-depth look at five portfolio-planning jobs that retirees grapple with and provide guidelines for finding the right solutions. The content is designed to help those who are nearing or who are in retirement manage some of those challenges. Topics include asset allocation, choosing investments, managing a sustainable withdrawal rate, assessing the role of Social Security in portfolio planning, and creating a long-term care and estate plan. does not own shares in any of the securities mentioned above. Find out about Morningstar's editorial policies.