Milevsky’s ‘The 7 Most Important Equations’: Book Review
Let me deal with the necessary disclaimers first: I am a huge fan of Moshe Milevsky, a prolific author and my colleague at Research magazine. That said, Professor Milevsky’s new book is a terrific read.
Realistic Planning: There’s More to Life Than Retirement
Much retirement planning advice focuses on saving more and saving earlier. But this advice isn’t always realistic and often comes couched in unjustified criticism.
2012 IA 25; Investing in Russia; Tech and ROI: May Investment Advisor—Slideshow
May brings the 10th annual IA 25 (well, ninth if you don’t count our special 30th anniversary edition, “Thirty for Thirty,” in 2010), Investment Advisor’s editors’ pick of the 25 most influential people in the industry.
Evidence Over Ideology
In the words of the great Benjamin Graham, an “investor’s chief problem – and even his worst enemy – is likely to be himself.”
A Rational Look at a Much Maligned Product
Few products within the financial services industry have received as much consistent criticism as fixed index annuities. An FIA is a type of deferred fixed annuity that earns interest or provides benefits that are linked to an external reference or index, most commonly the S&P 500. The insurer underwriting the...
2011 Advisor Hall of Fame; Experts Assess 2012: December Research—Slideshow
The December issue of Research magazine showcases the 2011 Advisor Hall of Fame. Now in its 21st year, this annual feature is a benchmark of excellence in the industry. Another highlight: the Research Roundtable looks ahead to 2012. This expert panel convenes annually to assess how market developments will play...
Weapons of Mass Instruction; Bill Good on the Making of a Top Advisor; ETF Guide: April Research—Slideshow
The April issue of Research magazine focuses on advisor training and current issues in investing.