Practical analysis for investment professionals

Retirement


Top 10 Posts from 2023: The 10 Greatest Investors, ChatGPT, and the Active Management Delusion

Enterprising Investor's most popular posts of the year include contributions from Mark J. Higgins, CFA, CFP, Larry Cao, CFA, Michinori Kanokogi, CFA, and Yoshimasa Satoh, CFA, among others.

Rethinking Retirement Planning Outcome Metrics

Retirement, like life, is fundamentally uncertain. That's why we need to provide clients with more context about what missing their retirement-income goals might look like.

More Realistic Retirement Income Projections Require Dynamic Adjustments

How can we incorporate dynamic spending into retirement income projections?

DC 2.0: Three Paths to More Equitable Retirement Programs

How can we create better retirement outcomes for employees and help our organizations achieve DEI-related goals?

Retirement Income: Six Strategies

How can we mitigate sequence of returns risk (SoRR)?

Book Review: Advances in Retirement Investing

This is an essential source for cohesive retirement investment strategies based on the accumulation and decumulation of wealth, viewed as a continuum.

Michael S. Falk, CFA, on Safety Nets, Trampolines, and Opportunity Equality

Michael S. Falk, CFA, discusses entitlement reform, outdated incentives, the lessons of the pandemic, and more.

Home Equity Conversion Mortgages (HECMS): Good for Retirees?

Some researchers maintain that home equity conversion mortgages (HECMs) can improve retirees' income and financial well-being.

Top Five Articles from November: Equity Valuations, Amazon, Palm Oil

Eleven rules for equity valuations from James J. Valentine, CFA, as described by Paul McCaffrey; suggestions for evidence-based thinking in retirement plans by Isaac Presley, CFA; and Sloane Ortel's examination of how Amazon fits into the active vs. passive debate are among the top EI posts from November.

Three Tips for Evidence-Based Retirement Plans

Isaac Presley, CFA, has a few suggestions to put a little evidence-based thinking into your clients' retirement plans.



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