Document-and-information-checklist

Articles

• AAII 2021 Annuity PresentationOctober 27, 2021
• Bond Ladders & Income Annuities: Restoring the Sanctity of Fixed IncomeMay 5, 2021
• Optimizing Fixed Annuity Tax DeferralAugust 23, 2020
• Dividends: Theory and Empirical EvidenceApril 3, 2020
• Dividends Are DifferentNovember 19, 2019
• Net Unrealized Appreciation (NUA)February 7, 2019
• Illustrating the Value of Retirement AccountsSeptember 4, 2018
• Quantifying the Value of Retirement AccountsApril 23, 2018
• Another Pet Peeve: Correlation v Active OpportunityNovember 21, 2017
• Stock Misplacement in Size-Based IndicesNovember 1, 2017
• Retirement Income Generation 101October 12, 2017
• Tail Risk HedgingAugust 26, 2017
• My “Repackaging” Pet PeeveAugust 4, 2017
• Zombie Market PrimerJune 26, 2017
• Foregoing Due DiligenceMay 16, 2017
• Tea Leaves: Corporate Cash TrendsApril 4, 2017
• The (Un-)Importance of ReturnsMarch 24, 2017
• Shooting Yourself in the Foot with Conscientious Investing StrategiesDecember 12, 2016
• Mild Debunking of Sharpe’s LogicOctober 19, 2016
• Structured Financial PlanningSeptember 2, 2016
• The Non-credit CrisisJune 21, 2016
• Asset Allocation: Logic and Math Behind Risk and ReturnMay 20, 2016
• Destroying Steady IncomeNovember 9, 2015
• More Market Correction to ComeSeptember 1, 2015
• Index Investing: Low Fees but High CostsAugust 25, 2015