David Blanchett

Current Director - PGIM (Formerly Prudential Investment Management); Adjunct Professor of Finance

About

David Blanchett, PhD, is Adjunct Professor of Wealth Management at The American College of Financial Services. A world-renowned thought leader in the fields of wealth management and retirement, Blanchett is a leading contributor to the Wealth Management Certified Professional® (WMCP®) designation program. In addition to his role with The College, Blanchett is the managing director and head of retirement research at QMA, a division of Prudential Financial, and formerly at Morningstar Investment Management, LLC. In his roles, Blanchett works to enhance consulting and investment services and conducts research primarily in the areas of financial planning, tax planning, annuities, and retirement. 

Education

Texas Tech University

Ph.D, Finance

Lubbock, Texas, United States of America

University of Chicago

MBA, Finance / 2010

Chicago, Illinois, United States of America

University of Kentucky

BBA, Finance

Lexington, Kentucky, United States of America

Experience

Prudential Investment Management

Managing Director / June, 2021Present

Morningstar

Head of Retirement Research / 20122021

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

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

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

Links & Social Media

Research Interests

Pharmacology (medical)
Life-span and Life-course Studies
Organizational Behavior and Human Resource Management
Geriatrics and Gerontology
Finance
Management of Technology and Innovation
Strategy and Management
Economics and Econometrics
Accounting
General Earth and Planetary Sciences
General Environmental Science
Experimental and Cognitive Psychology
General Business, Management and Accounting
Applied Mathematics
Numerical Analysis
Information Systems and Management
Business and International Management
General Medicine
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