15 Best Finance Tweets of the Month: April
While gold plunged in April and Bitcoin took a wild ride, Sallie Krawcheck threw a punch in the battle of the sexes and Bill Gross opined on the pomp and pageantry of stock trading.
Five Good Questions for Moshe Milevsky
From solving the annuity puzzle to figuring out the best role for GLWBs, the retirement-planning expert has some revealing insights
Carving Out an Indie Niche; Boosting Client Communication: June Research—Slideshow
The cover story of Research magazine's June issue, "Exploring Independence," looks at how ex-wirehouse advisors are carving out distinctive niches to build successful advisory practices.
Milevsky: What Is Your Financial Legacy – Today?
In the beginning, life insurance was perceived as just another gamble, or a game of chance, involving three parties.
Milevsky: How Much in Risky Stocks vs. Safe Cash?
From a purely mathematical point of view, the “stocks are safer over long periods of time” argument — before Paul Samuelson took an axe to it — went as follows.
Milevsky: What Is a Proper Spending Rate in Retirement?
Professor Irving Fisher, whose reputation as a great economic scholar was shattered by the Great Depression, developed a unique equation to predict one's spending rate in retirement.
Is a Pension Annuity Worth It?
Towards the end of the 17th century, politicians and bureaucrats in the City of London were facing a problem not unlike the one faced by many aging cities in the early 21st century.
Gompertz’ Law of Mortality: How Long Must Your Money Last?
Benjamin Gompertz has joined a very small distinctive group of scholars with an actual equation named after him. The equation has been used by researchers in demographic studies, the world over, for almost two centuries now.
The Debt Retirees Owe to Fibonacci
You might have heard of Leonardo Pisano filius (“family,” in Latin) Bonacci, a.k.a. Fibonacci (1170-1250), probably the most famous mathematician of the Middle Ages.
Annuity Analytics: Back to Basics
In my recent travels through the world of retirement income planning, it seems to me that many industry participants have forgotten two important facts...