Blog Article:

NUA-diagram

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