Who Really Owns Your Investments?
The well-known retirement industry entrepreneur urges advisers to understand "UCC Article 8," the vulnerability of the claims we think we have on our investments, and the wisdom of diversifying...
Risks of retirement
Take ‘AIM’ at Retirement Income Goals
In this excerpt from his new book, 'Lifetime Income to Retire with Strength,' AM Best actuary Bruno Caron presents an example of his 'AIM' retirement income planning method. He...
Portfolio Rebound: How Long Should It Take?
Using his proprietary 'aftcasting' technique instead of Monte Carlo simulations, the author shows how long it will probably take different portfolios to recover after a negative market shock.
Protect Your Nest Egg with Options
Advisors can help protect their clients from market drawdowns by purchasing puts on the S&P500 Index, writes our guest columnist, the founder and CEO of DALBAR, which rates the...
Risks That Can Ruin a Retirement
In the first of a two-article series, the retirement expert, author and editor enumerates and describes the many risks that retirees face. (Spoiler alert: Mortality is not one of...
