Articles

People and ideas that aim to transform this industry.
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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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Hissong + Yang in ThinkAdvisor: “Going Independent”

Making a successful RIA move with as many of your client assets as possible…even annuities Writing for ThinkAdvisor, RetireOne Managing...
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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,...
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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...
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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...
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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...
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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,...
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