SOA Paper Examines Retirement Income Reality Gap
A recent paper sponsored by the...
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Insurance
A contract that involves the insured paying a premium to an insurance company in exchange for protection against the risk of a large loss.
Calculating the Extra Yield Provided by a Life Annuity
A common question is how annuities compare to other financial products that seem similar such as bonds, certificates of deposit (CD) and money market funds. After all, each of these products promises to provide some type of fixed return in exchange for your investment.
Looking at a simple life annuity can help answer this...
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Why Low Interest Rates Have a Silver Lining
As discussed in a recent post, ultra low interest rates are...
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Writing the Book on Retirement Portfolios
Anyone thinking about retirement income should pick-up a copy of Retirement Portfolios by Michael Zwecher. This recommendation applies to both financial...
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Understanding the Differences between RIAs and Traditional Brokers
Those interested in understanding the differences between Registered Investment Advisors ("RIA") and traditional stockbrokers should read this Bloomberg article --this is one of the clearest and best articles that I have seen on the topic. Coverage of this issue is typically slanted in favor of the RIA because they are held to a fiduciary standard. The thinking is that the RIA model will be relatively objective and free of conflicts because it is largely fee-based . The Bloomberg article does a...
