What we're reading and talking about.

Does It Make Sense to Worry about the LIFE Act?

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

We aim to provide advisors and their clients valuable retirement solutions that are simple to use, easy to understand, and...
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Q2 2022 RetireOne News and Notes

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

Q1 2022 RetireOne News and Notes

Thank You, The Elephant in the Room, LIFE, SECURE, and the New Role of Annuities, An Evolving Conversation, and Bolstering...
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Not Just Another Downturn

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

Have the Rules Changed? Recently Advisor Perspectives posted an advice column by Beverly Flaxington, a practice management consultant who helps...
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Study Shows “Clear Interest” In Annuities for Protection

Investors Increasingly Drawn to Lifetime Income Thanks to Harry Markowitz’ Modern Portfolio Theory, the 60/40 portfolio has been a widely...
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Q4 2021 RetireOne News and Notes

Thank You, Constance Launch, New Research from Wade Pfau, Risks for Retirees, 10-Year Anniversary, New MYGAs, New RILAs, and Welcome...
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Wade Pfau Explores New Solution for Sequence-of-Return Risk

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