Articles

People and ideas that aim to transform this industry.

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

Stone: “The Truth about Variable Annuities”

Writing for Kiplinger.com, RetireOne® CEO David Stone addresses some old myth-making about variable annuities. As sure as the sun rises...

September 27, 2018TagAccumulation, Principal Protection, Retirement Income, Wealth Transfer

Stone Writes in Advisor Perspectives about Slow RIA Adoption of No-Load Annuities

Experts have been weighing in on the slow adoption of no-load annuities and insurance-based solutions by RIAs. Certainly, a lack...

July 24, 2018TagAccumulation, Principal Protection, Retirement Income, Wealth Transfer

Stone: Five Things to Look for when Examining Client Variable Annuities

Writing in Advisor Perpectives, RetireOne CEO David Stone provides some insights into how to examine client variable annuities. Some advisors...

June 5, 2018TagAccumulation, Principal Protection, Retirement Income, Wealth Transfer

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