Treasuries or Annuities? Choosing Between Two Sources of Guaranteed Income
The answer depends on the direction of inflation.
John Rekenthaler is the former vice president, research for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc.
Rekenthaler joined Morningstar in 1988 and served in several capacities. He oversaw Morningstar's research methodologies, led thought leadership initiatives such as the Global Investor Experience report that assesses the experiences of mutual fund investors globally, and was involved in a variety of new development efforts. He wrote regular columns for Morningstar.com and Morningstar magazine.
Rekenthaler previously served as president of Morningstar Associates, LLC, a registered investment advisor and wholly owned subsidiary of Morningstar, Inc. During his tenure, he also led the company’s retirement advice business, building it from a start-up operation to one of the largest independent advice and guidance providers in the retirement industry.
Before his role at Morningstar Associates, he was the firm's director of research, where he helped to develop Morningstar's quantitative methodologies, such as the Morningstar Rating for funds, the Morningstar Style Box, and industry sector classifications. He also served as editor of Morningstar Mutual Funds and Morningstar FundInvestor.
Rekenthaler holds a bachelor's degree in English from the University of Pennsylvania and a Master of Business Administration from the University of Chicago Booth School of Business, from which he graduated with high honors as a Wallman Scholar.
United States