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Investing Specialists

Morningstar Runs the Numbers

We take a numerical look through this week's Morningstar research. Plus, our most popular articles and videos for the week ended Oct. 19.

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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.

4%
Christine Benz interviewed Jack Bogle, and he shared his expectation that stock market returns are going to be much lower going forward than we've seen in recent years. He thinks 4% to 5% is reasonable range, and this is how he explained how he got to that number: 

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