David Blanchett, PhD, CFA®, CFP®
David Blanchett, PhD, CFA®, CFP®, is the head of retirement research at Prudential Financial and a portfolio manager at PGIM. PGIM is the global investment management business of Prudential Financial, Inc. In this role, he develops research and innovative solutions to help improve retirement outcomes for investors with a focus on defined contribution plans.
Prior to joining PGIM, he was the Head of Retirement Research for Morningstar Investment Management. He is currently an Adjunct Professor of Wealth Management at The American College of Financial Services and Research Fellow for the Alliance for Lifetime Income.
David has published over 100 papers in a variety of industry and academic journals that have received awards from the CFP Board, the Financial Analysts Journal, the Journal of Financial Planning, and the International Centre for Pension Management.
In 2014, InvestmentNews included him in their inaugural 40 under 40 list as a “visionary” for the financial planning industry, and in 2021 ThinkAdvisor included him in the IA25+. When David isn’t working, he’s probably out for a jog, playing with his four kids, or rooting for the Kentucky Wildcats.
Phone: 859-492-5637 | Email: david.blanchett@pgim.com | Website: www.davidmblanchett.com
Latest articles by David Blanchett, PhD, CFA®, CFP®
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Financial Advice and Retirement Confidence: What's Wealth Got to Do With It?This retirement researcher notes that retirement confidence increases the most for those with access to advice who have a lower total level of savings.
By David Blanchett, PhD, CFA, CFP®
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What You Expect in Retirement vs What You Get: Where Reality Can Surprise YouA financial planner explores how your expectations for retirement can greatly differ from reality — and how you can plan for that.
By David Blanchett, PhD, CFA, CFP®
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To Make the Case for Equities in the Long Term, Look to the PastWhile cash yields are attractive now, if we look at the performance of equities in the past, we can expect that, going forward, they could be a better bet.
By David Blanchett, PhD, CFA, CFP®
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Expecting a 12% Return on Your Portfolio? That’s DangerousWhen you factor in volatility and inflation, as well as taxes, fees and asset allocation, a more realistic expectation would be 7%, maybe even 5%. Here’s why.
By David Blanchett, PhD, CFA, CFP®
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Your Retirement Readiness Rx: Plan Early and Get HelpSurvey shows that people who start saving earlier and also seek professional advice online and/or in person feel more confident about their retirement planning.
By David Blanchett, PhD, CFA, CFP®
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5 Investing Alternatives for Conservative InvestorsInvestors in or near retirement might consider investing alternatives such as cash, high-yield checking or savings accounts, stable value funds and more.
By David Blanchett, PhD, CFA, CFP®
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What Is Lifetime Income Insurance Worth?A Guaranteed Lifetime Withdrawal Benefit (GLWB) could be just what you need when markets are down and you’re worried about future income.
By David Blanchett, PhD, CFA, CFP®
