Thursday, October 10, 2013

Comparing SPIAs with Managed Accounts


Larry Frank, John Mitchell, and I have finished a research article called, "Lifetime Expected Income Breakeven Comparison between SPIAs and Managed Portfolios." This post is the third is a new weekly tradition of a video blog post made in cooperation with The Wealth Channel at the American College. I summarize the article in the video:




For email readers, the videos never show up in the email, but you can see the video by clicking here.