Morningstar Investment Management

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  Michael Finke: Is the 4% Rule Folly?

  By Michael Finke  |  April 29, 2013

  What began as a good-faith exercise to point out the risks from withdrawing too much each year from a retirement portfolio has gained a mythic and potentially unhelpful place among advisors.

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  Fans of Finance to Gather at Morningstar Event

  By Janet Levaux, AdvisorOne  |  February 20, 2013

  The "intimate" conference lets about 350 guests rub shoulders with more than a dozen VIPs in the world of portfolio investing.

• Dividend Limits

  By Michael Finke  |  October 24, 2012

  High dividend strategies seem to go in and out of favor.

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  New Retirement Pro Emerges From Altered Landscape

  By Ellen Uzelac  |  October 24, 2012

  How do you provide high-level retirement income advice to your clients? It’s a single question with multiple answers, and it could be an advisor’s toughest challenge.

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  Efficient Investing Results in 29% More Income: Morningstar

  By Danielle Andrus, AdvisorOne  |  September 20, 2012

  Referring to this extra income as “gamma,” Morningstar noted that this increase is equivalent to 1.82% bump in annual returns.

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  Sammons Annuity, IRA Use Asset Allocation Model to Simplify Fund Selection

  By Danielle Andrus, AdvisorOne  |  September 13, 2012

  Sammons Retirement Solutions held a Web seminar on Thursday discussing two new products launched in February.

• Highlights of Q1 Target-Date Report

  By Janet Levaux, AdvisorOne  |  May 24, 2012

  The average return for target-date funds during the first quarter of 2012 was close to 9%, which is about 3.5% below the S&P 500 Index

• Target Funds Post Strong Q4, Inflows

  By Janet Levaux, AdvisorOne  |  February 24, 2012

  Last year ended with a strong quarter as U.S. equity markets recovered from a tough third quarter.

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  New Hires Roundup: BlackRock Adds Taborsky; Fisher Goes to Touchstone; Harris myCFO Appoints Lee

  By Marlene Y. Satter, AdvisorOne  |  September 8, 2011

  This week in new hires, Morningstar advances Harding; Penn Mutual brings in Reynolds; Meader Chairs CFA Institute board; IPI appoints Kumar and Sutherland.