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John Rekenthaler

He is retiring from Morningstar after 36 years. He was one of Morningstar’s early hires and rose to become the company’s vice president of research. He is best known as the author of “The Rekenthaler Report.”

Best podcasts with John Rekenthaler

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Jan 28, 2025 • 48min

John Rekenthaler: ‘The House Is With You When You’re Investing’

John Rekenthaler, retiring after 36 years at Morningstar, reflects on his influential career as a mutual fund analyst and vice president of research. He shares insights on the evolution of fund management, from high-cost load funds to the rise of low-cost index options. Rekenthaler discusses the importance of adaptability in both retirement and investing, and he examines safe withdrawal rates, including the implications of the 4% rule. The conversation explores the shifting relationship between analysts and portfolio managers in the financial sector.