Articles

People and ideas that aim to transform this industry.

Michael Finke on Portfolio Income Insurance

We recently collaborated with Dr. Michael Finke, Professor of Wealth Management at The American College, on a white paper entitled,...
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Wealthmanagement.com

Retirement: An Evolving Conversation

RetireOne CEO and co-founder David Stone published an article for WealthManagement.com entitled, “Reframing the Retirement Conversation” which argues that the...
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Ed Mercier on Gaining Perspective

At the beginning of April, RetireOne President Ed Mercier appeared alongside Head of Retirement Distribution Tim Kohn of Dimensional Fund...
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David Stone on “Ask the Experts”

At 8.5%, inflation is higher than it’s been in 40 years or more. Understandably, investors reaching retirement age are getting...
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Is Perception of Annuities Changing?

Late last year, Citywire published an article, “Attack of the Annuities!”, with which we disagreed on some of the main...
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Wealthmanagement.com

Rethinking Retirement

The Evolving Retirement Conversation Due to a host of conditions and a massive population of Boomers joining the ranks of...
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Ed Mercier Explains the ‘Personal Pension Plus’

Think of it as retirement income insurance Writing for Kiplinger, RetireOne President Ed Mercier addresses the need for retirees to...
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David Stone: “Unbundling to Help Solve the Annuity Puzzle for Clients of RIAs”

As DB plans give way to DC plans, investors need innovative ways to “pensionize” retirement savings Writing for Advisor Magazine,...
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Wealthmanagement.com

Stone: “The Future is Unbundled”

Boomers have been conditioned to accumulate wealth in 401(k)s, IRAs and brokerage accounts. 10k of them retire every day. Now...
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