Practical analysis for investment professionals

Retirement


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Michael S. Falk, CFA, discusses entitlement reform, outdated incentives, the lessons of the pandemic, and more.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

Top Five Articles from October: Thaler, Trillion-Dollar Coins, Volatility

An unorthodox solution to the US retirement crisis from Sloane Ortel; a discussion of Nobel laureate Richard H. Thaler's contributions to economics by Lauren Foster; and an analysis of the value of self-awareness by Jim Ware, CFA, are among the top EI posts from October.

A Trillion-Dollar Hedge against the US Retirement Crisis

A "silly but totally legitimate" action may hold the key to shoring up America's retirement finances. Sloane Ortel explains.

Top Five Articles from September: The Value Factor, Non-Retirement, Finance and Civilization

A defense of modern portfolio theory (MPT) by Nathan Erickson, CFA, CAIA, and Richard Stott; Nicolas Rabener's analysis of the value of factor investing; and an examination of the non-retirement phenomenon by Barbara Stewart, CFA, were among the leading posts from last month.



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