Media & Resources

Response and Insights to the COVID-19 Pandemic

Response and Insights to the COVID-19 Pandemic

Keeping with the spirit of unity, we will be publishing timely, relevant content to help financial advisors talk about the current financial downturn with their clients. COVID-19 has impacted us all and will have far-reaching effects on our day-to-day lives, please stay safe.

It’s Time to Retire Static Planning

It’s Time to Retire Static Planning

The analytics behind today’s retirement plans focus on how things might work out if a given set of choices (investment allocations, portfolio withdrawals, cash flows, etc.) are carried on into the future without change. But this static approach to planning is a crude...

Planning for a Long Life Can Be Dangerous

Planning for a Long Life Can Be Dangerous

On the face of it, planning for a very long life – well beyond life expectancy – seems like a great way to minimize risk in retirement. Assuming we will have to spread a nest egg out over a long retirement ought to cause us to be conservative and spend less right now....