Jason Kephart

2 months ago | morningstar.com | Jason Kephart |Susan Dziubinski

BlackRock, the world’s largest asset manager, is raising the bar when it comes to providing investors and advisors the tools they need to construct well-diversified portfolios. Morningstar senior principal for multi-asset strategy ratings Jason Kephart, who oversees BlackRock’s Parent rating, recently updated our assessment of the firm’s stewardship practices.

2 months ago | morningstar.com | Jason Kephart |Amy C. Arnott |Christine Benz

Christine Benz: Hi, and welcome to Navigating the Future of Retirement Income, a special LinkedIn live event from Morningstar. I’m Christine Benz, director of personal finance and retirement planning for Morningstar. My colleagues Amy Arnott and Jason Kephart are also with me today. We all co-authored a white paper from Morningstar in 2024 along with Tao Guo. It’s called The State of Retirement Income.

2 months ago | morningstar.com | Jason Kephart |Susan Dziubinski

Target-date funds take rebalancing off the hands of the investors. When a target-date fund rebalances, it will trigger a taxable event for taxable accounts. Your brokerage or asset manager may charge additional fees if you invest in outside target-date funds, which may decrease the value proposition of your portfolio. You should consider your risk tolerance, underlying funds, and portfolio fees before investing in a target-date fund.