Archive | Liability-driven Investing
16
Feb

The Retirement Income Showdown between Safety First and Probability Planning

In Dr. Wade Pfau’s February 2017 article in the Journal of Financial Planning titled “Retirement Income Showdown: Risk Pooling vs. Risk Premium,” he references Modern Retirement Theory as the example of the safety-first philosophy of retirement income planning.  This research concluded that the safety-first approach to retirement income planning supports spending goals and preserves assets for contingencies […]

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05
May

MRT appears in Forbes article: “39 Modern Retirement Income Planning Techniques”

Read Now: 39 Modern Retirement Income Planning Techniques  Source: http://www.forbes.com/sites/wadepfau/2016/04/28/modern-retirement-income-planning-techniques/#693903c451e3

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28
Apr

MRT appears in Forbes article: “What Is A Safety-First Retirement Plan?”

Read Now: What Is A Safety-First Retirement Plan?   Source: http://www.forbes.com/sites/wadepfau/2016/04/26/what-is-a-safety-first-retirement-plan/#1af59a256d09

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02
Dec

The Yin and Yang of retirement income philosophies

A new paper released by Challenger in Australia, The Yin and Yang of retirement income philosophies, was written by Dr. Wade Pfau and Jeremy Cooper. Modern Retirement Theory principles are summarized nicely in this piece. Challenger – The Yin and Yang Source: http://www.republicast.com/publications/6a490775ca994e50a54ca9ac68b550c3/#p=1&c=0&v=1

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22
Apr

2 Schools of Thought on Retirement Income

2 Schools of Thought on Retirement Income  Source: http://www.onefpa.org/journal/Pages/APR14-2-Schools-of-Thought-on-Retirement-Income.aspx Originally Posted April 2014   by Wade D. Pfau, Ph.D., CFA Wade D. Pfau, Ph.D., CFA, is a professor of retirement income at The American College and the 2011 recipient of the Journal’s Montgomery-Warschauer Award. He hosts the Retirement Researcher blog at wpfau.blogspot.com. (wade.pfau@theamericancollege.edu)   Dueling paradigms and contrary views […]

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15
Apr

How much do you need to retire happy?

How much do you need to retire happy? By Offain Gunasekara • Bankrate.com Originally posted: Posted: Sept. 5, 2012 at http://www.bankrate.com/finance/retirement/need-retire-happy.aspx What is your number? That question is often directed at people dreaming about how much savings they will need to achieve retirement bliss. But M. Ray Grubbs, professor of management at Millsaps College in Jackson, Miss., says […]

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17
Nov

Liability-driven Individual Retirement Planning

Click here to read the Financial Planning Association’s article “Liability-driven Individual Retirement Planning”    

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