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Articles
AAII 2021 Annuity Presentation
October 27, 2021
Bond Ladders & Income Annuities: Restoring the Sanctity of Fixed Income
May 5, 2021
Optimizing Fixed Annuity Tax Deferral
August 23, 2020
Dividends: Theory and Empirical Evidence
April 3, 2020
Dividends Are Different
November 19, 2019
Net Unrealized Appreciation (NUA)
February 7, 2019
Illustrating the Value of Retirement Accounts
September 4, 2018
Quantifying the Value of Retirement Accounts
April 23, 2018
Another Pet Peeve: Correlation v Active Opportunity
November 21, 2017
Stock Misplacement in Size-Based Indices
November 1, 2017
Retirement Income Generation 101
October 12, 2017
Tail Risk Hedging
August 26, 2017
My “Repackaging” Pet Peeve
August 4, 2017
Zombie Market Primer
June 26, 2017
Foregoing Due Diligence
May 16, 2017
Tea Leaves: Corporate Cash Trends
April 4, 2017
The (Un-)Importance of Returns
March 24, 2017
Shooting Yourself in the Foot with Conscientious Investing Strategies
December 12, 2016
Mild Debunking of Sharpe’s Logic
October 19, 2016
Structured Financial Planning
September 2, 2016
The Non-credit Crisis
June 21, 2016
Asset Allocation: Logic and Math Behind Risk and Return
May 20, 2016
Destroying Steady Income
November 9, 2015
More Market Correction to Come
September 1, 2015
Index Investing: Low Fees but High Costs
August 25, 2015
Blog
The Roth Conversion Page
October 20, 2023
The Computershare Nightmare
October 20, 2023
Tax-efficiency of Charitable Giving Strategies
October 9, 2023
Your Social Security Statement, XML data, and More
September 6, 2023
Missing Socks and Cost Basis
June 12, 2023
