In her white paper “The Net Economic Benefit of Wrapping Risk with a Contingent Deferred Annuity,” Michelle Richter-Gordon, AIF® analyzes how...Continue Reading
In his white paper “Portfolio Income Insurance: Understanding the Benefits of a Contingent Deferred Annuity” Michael Finke, PhD examines the...Continue Reading
Lifetime Income or a Fully-Stocked Wine Cellar? RIAs understand the critical role of lifetime income in their clients’ financial lives ...Continue Reading
As interest rates remain historically low, investors and their advisors are seeking fixed income alternatives. Here’s how a next-gen fee-based...Continue Reading
Sequence of returns risk (“SOR”), the risk that markets may go south as retirees begin taking income, is a well-publicized phenomenon....Continue Reading
