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The Long View

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

The Long View

Morningstar

Finance, Dan Lefkovitz, Amy Arnott, Entrepreneurship, Investing Leaders, Jeff Ptak, Investors, Christine Benz, Influential Investors, Careers, Long-term Investing, Financial Services, Business, Investing, Morningstar

4.5775 Ratings

🗓️ 28 January 2025

⏱️ 49 minutes

🧾️ Download transcript

Summary

A legendary investment writer reflects on what’s changed and what hasn’t over his decadeslong career.

Transcript

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0:00.0

At Jackson, we've created a digital retirement planning experience with you and mine.

0:05.5

Visit jackson.com to explore our easy-to-understand resources and user-friendly tools

0:10.1

that are designed to enable financial professionals and clients to plan a path to financial freedom.

0:15.5

Jackson is short for Jackson Financial Incorporated, Jackson National Life Insurance Company, Lansing, Michigan,

0:20.5

and Jackson National Life Insurance Company of New York.

0:23.3

Purchase New York.

0:26.6

Please stay tuned for important disclosure information at the conclusion of this episode.

0:32.9

Hi, and welcome to the Longview.

0:34.7

I'm Christine Ben's Director of Personal Finance and Retirement Planning for Morningstar.

0:39.0

And I'm Dan Lefkowitz, strategist for Morning Star Indexes. Our guest this week is our colleague John Reckentaller.

0:45.1

John is retiring from Morning Star after 36 years. He was one of Morningstar's early hires.

0:51.4

Joe Mansuado and Don Phillips brought John on as a mutual fund analyst in 1988, and he

0:56.9

rose to become the company's vice president of research. He worked on many of Morningstar's

1:01.7

foundational methodologies, including the star rating and style box, and helped launch the retirement

1:07.2

business. But he's best known as author of the Recontala Report, an investment column

1:12.4

on Morningstar.com that has become one of the most popular and widely cited in investing in personal finance.

1:19.0

John holds a BA from the University of Pennsylvania and an MBA from the University of Chicago.

1:24.5

John, welcome back to the Longview. Good to be here, Christine. It's good to have you here.

1:30.5

So you have announced your retirement. You've officially retired. Your last column was called

1:36.1

Farewell for now. So it's not your last column. Maybe talk about your thoughts about

1:41.3

transitioning into retirement. Yeah, I'm, I will be writing future columns for Morningstar and keeping my Morningstar email address.

1:50.2

So if anybody wants to reach me, John.rockintaller at Morningstar.com, have that email address a long time since when the Internet was invented just about.

...

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