Tag Archives: research

Retirement Income Generation 101

[alert_box style="message" close="no"]The following is meant to be a quick summary of retirement income strategies. If you are interested in learning more, please contact me or read my longer and more detailed article on this topic. [/alert_box] Introduction to Retirement Income The stakes are high when it comes to retirement income. Unfortunately, salesmanship and conflicts…
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Tail Risk Hedging

[alert_box style="message" close="no"]Here is a link to the full article: Tail Risk.[/alert_box] Disclaimer: This article discusses unconventional strategies that are not suitable for most investors. Please consult a financial professional with specific expertise in tail hedging and derivatives if you are considering this or related strategies. This article proposes tail risk hedging (TRH) as an…
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My “Repackaging” Pet Peeve

Many advisors' portfolios of various funds, strategies, and managers effectively turn out to be the market portfolio but with significantly higher costs.

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