Articles

People and ideas that aim to transform this industry.

David Stone: “Why Fiduciaries Cannot Ignore Annuities”

In David Stone’s latest article for Advisor Perspectives, he writes about RIAs who choose to ignore annuities. He notes that,...

May 18, 2021TagAccumulation, Principal Protection, Retirement Income, Wealth Transfer

Stone in Kiplinger: “How Index-Linked Annuities Buffer Against Market Shocks Like the Coronacrash”

A Ballet of Black Swans Investors over 40 have now experienced several so-called black swan events in the last 20...

December 16, 2020TagAccumulation, Principal Protection

Stone in Kiplinger: “Want Stock Market Gains But Hate Risk? Buffer Annuities May Be for You”

Three things to know before buying one Relatively new to the market, Index-Linked Annuities (“ILAs”) are a bit misunderstood. (For...

September 3, 2020TagAccumulation, Principal Protection

Stone in Kiplinger: “One Way Near-Retirees Can Ride Out a Recession”

Writing for Kiplinger, RetireOne CEO David Stone says recessions are a normal part of the economic cycle. He argues that...

November 15, 2019TagRetirement Income

Mercier in Advisor Perspectives: Three Lessons from 20 Years of Working with RIAs

RetireOne President Ed Mercier has been working in the RIA space for 20 years. In an article for Advisor Perspectives,...

May 23, 2019TagAccumulation, Principal Protection, Retirement Income, Wealth Transfer

Mercier: “Next-Gen Fee-Based Insurance Solutions Complement Behavioral Side of RIA Practice”

In this article for IRIS, RetireOne President Ed Mercier explores the trend toward zero commission or ‘no-load’ insurance products like...

May 9, 2019TagAccumulation, Principal Protection, Retirement Income, Wealth Transfer

Stone in ThinkAdvisor: “Annuity Strategies Don’t Work”

Annuities have a terrible reputation. Rather than incorporating them into retirement plans to solve specific problems for investors, some salespeople...

January 28, 2019TagAccumulation, Principal Protection, Retirement Income, Wealth Transfer

RetireOne CEO Stone writes in Kiplinger: “Know these 3 Things Before You Invest in a Fixed Indexed Annuity”

Midterms, oil prices, trade wars, conflict in Ukraine, and other instability made markets choppy in the fourth quarter. Research from...

December 7, 2018TagAccumulation, Principal Protection

Stone in Advisor Perspectives: Think Differently about Retirement Income

William Bengen’s 4% rule is approaching its 25th birthday. In the nearly three decades since his discovery of the safe...

October 16, 2018TagRetirement Income

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