Wednesday, October 15, 2014

Speaking Updates & Ph.D. Fellowship Opportunity at The American College

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I started the day in New York City. This morning I joined Joe Tomlinson and Dirk Cotton for a MarketWatch panel discussion with Bob Powell....
5 comments:
Thursday, October 9, 2014

Next-Gen vs. Traditional VAs

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Over the past several years, I've published a few articles questioning the value of deferred variable annuities with income guarantee ri...
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Retirement Income Research in the new issue of the Journal of Personal Finance

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The Fall 2014 issue of the Journal of Personal Finance is available. It's the first issue in which Joseph Tomlinson and I have served as...
Monday, October 6, 2014

Celebrating 20 Years of the 4% Rule

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In was 20 years ago today... The October 1994 issue of the Journal of Financial Planning contained William Bengen's article, "De...
Thursday, October 2, 2014

Meet Dirk Cotton, Joseph Tomlinson, Robert Powell and me in Manhattan on October 15

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Details are below for this free event sponsored by MarketWatch: MarketWatch Retirement Adviser: From Savings to Income You’re invited:...
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Friday, September 26, 2014

Webinar on September 30: Reasonable Portfolio Return Assumptions In Today’s Market

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On Tuesday, September 30, from 1pm to 2:30 Eastern time, I will be presenting a webinar with Watermark Adviser Solutions. Anyone is welcome ...
Thursday, September 18, 2014

A Challenge and a Response for Rising Equity Glidepaths in Retirement

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Jared Kizer of the BAM ALLIANCE recently wrote an article called, “An Analytical Evaluation of Rising Glidepath Claims” which conclude...
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