Blog

What we're reading and talking about.

What are advisors really worried about? A recent ThinkAdvisor piece about the LIFE Act was framed as a debate between...

We aim to provide advisors and their clients valuable retirement solutions that are simple to use, easy to understand, and...

Thank You, Survey Says, Michael Finke Says, Risk is the Fabric of the Financial Universe, Constance Keeps Getting Better…and So...

Thank You, The Elephant in the Room, LIFE, SECURE, and the New Role of Annuities, An Evolving Conversation, and Bolstering...

The human cost behind current market troubles We all know what’s happening in Eastern Europe right now. We can feel...

Have the Rules Changed? Recently Advisor Perspectives posted an advice column by Beverly Flaxington, a practice management consultant who helps...

Investors Increasingly Drawn to Lifetime Income Thanks to Harry Markowitz’ Modern Portfolio Theory, the 60/40 portfolio has been a widely...

Thank You, Constance Launch, New Research from Wade Pfau, Risks for Retirees, 10-Year Anniversary, New MYGAs, New RILAs, and Welcome...

The Future is Unbundled Sequence-of-return risk can play havoc with an individual investor’s retirement income. The “fragile decade” – the...