Why Retirement Planning Is Not for the Passive
With so many uncertainties regarding Social Security, annuities and the “4% Retirement Rule,” an active approach to planning is vital.
The Perfectly Dangerous Thing Your Clients Want
What a Michelle Pfeiffer photo shoot can teach advisors about their clients.
The Financial Advice the Next Generation Needs
Our target clients aren’t under 30. That’s not where the money is. But ignoring them and their situations is shortsighted in the extreme.
The Messy Reality of Financial Decisions
Following the evidence is imperative and difficult.
Who’s the Easiest Person to Fool?
Remember the advice of physicist Richard Feynman.
Retirement Planning’s Probability Problem
Advisors love probabilistic retirement strategies, like the so-called “4% rule.” But thanks to human biases, we're literally dumber than rats when it comes to probability.
Just How Puzzling Are Annuities?
A bombshell critical paper on annuities has strengths and weaknesses.
When people calculate their risk of hurricane damage and make decisions about hurricane insurance, they consistently misread their prior experience and make poor choices, according to a recent study.
Portfolios, Planning and the Pursuit of Perfection
A look at how advisors can do a better job at giving clients what they really want from a financial advisor.
A few weeks into the New Year, it’s not uncommon for New Year’s resolutions to have gone by the wayside.