Thank You, Survey Says, Michael Finke Says, Risk is the Fabric of the Financial Universe, Constance Keeps Getting Better…and So Does RetireOne Thank You for Choosing RetireOne In the second quarter of 2022 these advisors began working with us: Brian Low, Brent Wilsey, Karen Vergara, Ann Areco, Ashli Newcomb, Joe Froemming, Matt Jonathan Savela, Amanda...Continue Reading
Thank You, The Elephant in the Room, LIFE, SECURE, and the New Role of Annuities, An Evolving Conversation, and Bolstering our Leadership Team Thank You for Choosing RetireOne In the first quarter of 2022 these advisors began working with us: Greg Hart, Paul Raab, Martin Watkins, Amy Irvine, Jody Robinson, Freeman Linde, Bill Hansen, Chris...Continue Reading
The human cost behind current market troubles We all know what’s happening in Eastern Europe right now. We can feel the shockwaves of it all the way over here, in the USA, and the financial industry is abuzz with predictions and speculation. Whether we’re talking about how a long-term war in Ukraine could hurt our...Continue Reading
Have the Rules Changed? Recently Advisor Perspectives posted an advice column by Beverly Flaxington, a practice management consultant who helps financial advisors. In this particular column, she was presented with a query from an advisor, H.D., who objected to the idea that advisors must understand their clients’ goals and values to best help them achieve...Continue Reading
Investors Increasingly Drawn to Lifetime Income Thanks to Harry Markowitz’ Modern Portfolio Theory, the 60/40 portfolio has been a widely appreciated investment strategy. It makes sense. Put most of your money in stocks for growth and diversify by allocating a chunk of it to bonds for stability and protection. But we’ve been experiencing an extended...Continue Reading
Thank You, Constance Launch, New Research from Wade Pfau, Risks for Retirees, 10-Year Anniversary, New MYGAs, New RILAs, and Welcome to the Team! When I was chief legal counsel, and Scott Strait was chief technology officer at Schwab back in the aughts, we had an idea: we wanted to challenge the status quo of retirement...Continue Reading
The Future is Unbundled Sequence-of-return risk can play havoc with an individual investor’s retirement income. The “fragile decade” – the five years before and after retirement begins – is a uniquely volatile time in a retiree’s life, because it can be unclear just how much money can safely be withdrawn from retirement accounts to sustain...Continue Reading
Citywire recently published an article entitled “Attack of the Annuities!” and, as you might expect from an article with a title patterned after schlocky B-movies, it leans toward sensationalism on the subject of annuities in the RIA space. The article sets the tone with a quote from Ken Fisher: “I would die and go to...Continue Reading
RetireOne collaborated with American College Professor of Retirement Income Wade Pfau, Ph.D., on a recent webinar for Advisor Perspectives: “Best Practices for Retirement Income Planning + How a New Tool can Help.” Dr. Pfau joined RetireOne Founder and CEO David Stone and Inside Information’s Bob Veres to discuss strategies for protecting retirement portfolios against risk...Continue Reading
The origin story This year marks the 10-year anniversary of RetireOne. The company has a storied history, full of ups and downs, tough times and perseverance and rewards. Several people still with RetireOne were here when it started. I’m not one of those people. I’m one of RetireOne’s newest employees, so when I was first...Continue Reading
