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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
Blog
- The Roth Conversion PageOctober 20, 2023
- The Computershare NightmareOctober 20, 2023
- Tax-efficiency of Charitable Giving StrategiesOctober 9, 2023
- Your Social Security Statement, XML data, and MoreSeptember 6, 2023
- Missing Socks and Cost BasisJune 12, 2023