Jason Kephart

3 weeks ago | morningstar.com | Jason Kephart |Susan Dziubinski

We’ve been seeing a lot of momentum this year in particular with active bond ETFs coming to market. ETFs are becoming the preferred vehicle for a lot of financial advisors and their clients, including when it comes to investing in fixed income. Active bond ETFs that are coming to market today are not clones per se of mutual fund strategies, but they are very similar to what is already available in mutual funds.

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.

Feb 28, 2025 | 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.

Feb 28, 2025 | 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.