Resources
Episode 58: Do the Investment Pros Outperform the Market?
In this episode, Wade, Alex, and Bob take a look at the ultimate test of whether someone can beat the market – Can professional money managers actually beat the market? That’s their job, so they should be doing something, right? Well, apparently not….
Episode 57: Market Timing Still Doesn’t Work
This week Wade, Alex, and Bob talk about the third way of active management – Market Timing. Grabbing elements of both Technical and Fundamental Analysis, Market Timing is often the mushy middle of active management. We’ll talk about just what this m…
Episode 56: Fundamental Analysis is Fundamentally Flawed
On this episode, Wade, Alex, and Bob discuss the other major approach to active management – Fundamental Analysis. Unlike Technical Analysis, there actually is some value in Fundamental Analysis. It’s just that the people doing the Fundamental Analys…
Episode 55: Technical Analysis is Technically Wrong
On this episode, Wade, Alex, and Bob talk about one of the major approaches to active management – Technical Analysis. Technical Analysis appeals to a lot of people (especially in the financial media – there’s a lot of really interesting charts), but…
White Papers
How the Retirement Income Style Awareness Informs Retirement Income Recommendations
But our Retirement Income Style Awareness (RISA®) tool identifies retirement income solutions based entirely on your unique profile.
How to Select a Retirement Income Strategy that is Right For You
But our Retirement Income Style Awareness (RISA®) tool identifies retirement income solutions based entirely on your unique profile.
How to Determine Your Retirement Income Implementation Option
Once you know your strategy, you need to know how best to implement it.
How to Identify Your Retirement Income Beliefs
The old way never addressed how to manage your portfolio in retirement. Investing in retirement is different.
How Psychological Factors Impact your Retirement Income Behaviors & Outlook
And How They Impact Investment Behavior and Retirement Outcomes
Case Studies
Time in the market
A retirement income strategy based on sustainable withdrawals from an investment portfolio.
A Bird in the Hand
A protected retirement income strategy that is untethered to stock market volatility.
Rainy Day
A retirement income strategy based on matching short term expenses while capturing potential market growth over the longer term.
Research Papers
Retirement Income Beliefs and Financial Advice Seeking Behaviors
This investigation identifies and validates a series of salient behavioral finance and psychological constructs that influence retirement income planning.
A Model Approach to Selecting a Personalized Retirement Income Strategy
This study identifies and validates a set of scorable retirement income factors to define preferences for an overall retirement income style.