Moshe Milevsky On Retirement Equations
Moshe Milevsky’s new book, The 7 Most Important Equations for Your Retirement, is something investors and advisors alike can look forward to. I ordered a copy after reading an excerpt and think it’s...
View ArticleUS Economy In Recession Again- Leading Indicators Say Yes
Leading Indicators from ECRI, the Economic Cycle Research Institute, show the US is entering recessionary territory again. They actually called in in December 2011, but it’s starting to show up again...
View ArticleUnderstanding Life Expectancy
Life expectancy is often discussed, and often out of context. For example, in your earning and investing years, traditional money managers and advisors will talk about a systematic withdrawal from...
View ArticleThe Riskiness Of Stocks- Zvi Bodi And Rachelle Taqqu
Conventional wisdom holds that a balanced portfolios of stocks outperforms over time… that time itself has a smoothing effect on your holdings and further, that time lowers risks. Conventional, yes....
View ArticleHow To Ruin Your Financial Life
How To Ruin Your Financial Life is a topic that I hear about every day, and have been meaning to write about for a long time. Unfortunately, the actor and economist Ben Stein got to the topic before...
View ArticleFollow Up- Semi Longevity
In an interesting follow up article to our post on Longevity Insurance a few weeks ago, the Wall St Journal has this piece on modified deferred annuity contracts. The key point: even though actuarial...
View ArticleEarn Higher Overall Yield With Annuities- Moshe Milevsky’s Approach
Finally, a Wall Street Journal article that I agree with on the topic of annuities! For years as I read the Journal, I shook my head at the tunnel vision ‘Stocks and Bonds’ mentality that sniffed at...
View Article4% Withdrawal Rule For Portfolio Management- DeBunked
The often-quoted ‘safe’ withdrawal rate for a portfolio is the ‘4% withdrawal rule’. Mainstream investment managers love to use this a guideline instead of using common sense, and it’s nice to see...
View ArticleIs 70 The New 65?
The CEO Roundtable thinks the US retirement age should be 70- what do you think? The post Is 70 The New 65? appeared first on Annuity Ace.com.
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