asset manager
Morningstar Investment Management
CHICAGO, IL
CRD: 108031
In PWD coverage since September 23, 2026 · 2 stories
$87.8BRegulatory AUMSEC Form ADV · Oct 3
267EmployeesForm ADV
Regulatory AUM · Sep 26 – Oct 3
PWD coverage
portfolio
The 4% rule was a bond-yield artifact
A 2013 paper's challenge to the safe withdrawal rate still frames retirement-income conversations, and explains why a round number is the wrong thing to promise.