Faculty Publications

Faculty Publications

 

Follow

Submissions from 2017

Link

Making Sure Both Spouses Get the Financial Advice They Need, C.W. Copeland PhD

PDF

Assessing a Client's Risk Profile: A Review of Solution Providers, Michael Finke, Shawn Brayman, John E. Grable, and Paul Griffin

Link

10 important client considerations with 401(k) rollovers, Jamie Patrick Hopkins

Link

5 Long-Term Care Planning Lessons From 'Willy Wonka And The Chocolate Factory', Jamie Patrick Hopkins

PDF

Be Wary When Giving Investment Advice to Clients, Jamie Patrick Hopkins

Link

How To Retire With 'Buckets' Of Money, Jamie Patrick Hopkins

Link

President-Elect Trump Is Already Impacting Retirees, Jamie Patrick Hopkins

Link

This Is What Happens To 401(k) Assets When Americans Retire, Jamie Patrick Hopkins

Link

Tips for managing clients' health care expenses in retirement, Jamie Patrick Hopkins

Link

Trump Signs Memorandum Shelving Fiduciary Standard For Financial Advisors, Jamie Patrick Hopkins

Link

Under President Trump's Direction DOL Moves To Delay Fiduciary Rule, Jamie Patrick Hopkins

Link

The Dow hit 20,000. Now what?, Robert Johnson

Link

Apostando en el mundo post-Brexit y Trump, Robert R. Johnson PhD

Link

A “Siriusly” Good Idea, Robert R. Johnson PhD

Link

A Sure Thing?, Robert R. Johnson PhD

Link

Behavioral Obstacles to Successful Value Investing, Robert R. Johnson PhD

Link

El efecto Trump en la volatilidad y en los bonos, Robert R. Johnson PhD

Link

Financial Experts Could Be Hazardous to Your Wealth, Robert R. Johnson PhD

Link

Here Are the Alarming Signs the Stock Market Is Overvalued, Robert R. Johnson PhD

Link

New Year’s Resolution – Tune Out the Noise, Robert R. Johnson PhD

Link

Robando ideas: qué está haciendo Warren Buffett ahora, Robert R. Johnson PhD

Link

The bull market is still riding high on optimism. How long will it last?, Robert R. Johnson PhD

Link

The Fed Rate Hike and the Market Outlook, Robert R. Johnson PhD

Link

The index of fear that investors are not seeing, Robert R. Johnson PhD

Link

The political tensions in Washington are bad news for the Trump rally, Robert R. Johnson PhD

Link

This Year's Super Bowl Winner Could Predict if the Stock Market Surges or Dives, Robert R. Johnson PhD

Link

¿Un triunfo de Trump?, Robert R. Johnson PhD

Link

What the Fed Inaction Means for Investors, Robert R. Johnson PhD

Link

Where to put your money now that Donald Trump is president, Robert R. Johnson PhD

Link

Why the hoopla over Dow 20,000?, Robert R. Johnson PhD

PDF

Deep Value Investing Has Not Gone Out of Style, Robert R. Johnson PhD, Thomas R. Robinson PhD, and Stephen M. Horan PhD

Link

Goodbye, Vegas: What the DOL Rule Means for Reward Trips, Craig Lemoine

Link

3 Ways To Incorporate Bonds Into Your Retirement Strategy, Wade D. Pfau PhD

Link

A Warning to the Advisory Profession: DALBAR’s Math is Wrong, Wade D. Pfau PhD

Link

Building A Retirement Income TIPS Ladder, Wade D. Pfau PhD

Link

Do You Understand How Bonds Work?, Wade D. Pfau PhD

Link

Dynamic Programming Methods For Retirement Income, Wade D. Pfau PhD

Link

Guarding Retirees From Interest Rate Risk With The Help Of CoRI, Wade D. Pfau PhD

Link

How To Buy Individual Bonds, Wade D. Pfau PhD

Link

How To Make Sense Of Bond Pricing, Wade D. Pfau PhD

Link

Taxonomy Of Retirement Income Bond Ladders, Wade D. Pfau PhD

Link

The Current Market's Effect On Retirement Spending, Wade D. Pfau PhD

Link

The Essentials Of Bond Laddering For Retirement, Wade D. Pfau PhD

Link

The Hunt For Duration-Matched Bond Funds, Wade D. Pfau PhD

Link

The Investment TIPS You Should Care About, Wade D. Pfau PhD

PDF

Time Segmentation as the Compromise Solution for Retirement Income, Wade D. Pfau PhD

Link

Using Reverse Mortgages In A Responsible Retirement Income Plan, Wade D. Pfau PhD

Link

Using Target-Date Retirement Income Funds To Guard Against Interest Rate Risk In Retirement, Wade D. Pfau PhD

Link

What Bond Liability Means For Your Retirement Plan, Wade D. Pfau PhD

Link

What Do TIPS Tell Us About Future Inflation Rates?, Wade D. Pfau PhD

Link

What Every Retiree Should Know About I Bonds, Wade D. Pfau PhD

Link

What Is The Bond Yield Curve?, Wade D. Pfau PhD

Link

What Would A 30-Year Bond Ladder Cost A Retiree Today?, Wade D. Pfau PhD

Link

Which Is Better For Retirement Portfolios: TIPS Or Traditional Treasuries?, Wade D. Pfau PhD

Link

Planning for a More Expensive Retirement, Wade D. Pfau PhD, Michael Finke, and David Blanchett

Link

5 Steps to an Orderly Succession, Julie Anne Ragatz

Link

Virtues Are as Important as Values, Julie Anne Ragatz

Link

What Jeff Sessions as U.S. Attorney General Would Mean for Corporate Crime, Julie Anne Ragatz

PDF

Values, Attitudes, and Behaviors Midway through Retirement, Sandra Timmermann

Link

Capital Without Borders: An Insider’s Research into the Advisor’s of the World’s Wealthy, Christopher P. Woehrle

Link

Diversity in Financial Services: The Time Is Now, Jocelyn Wright

Submissions from 2016

Link

ACA: Time for a Checkup, Adam S. Beck

Link

Driverless Cars: A Revolution For Persons With Disabilities, Adam S. Beck

Link

Life Insurance Considerations for Special Needs Families, Adam S. Beck

Link

Military Retirees Stand To Benefit From Special Needs Trust Option, Adam S. Beck

Link

Ride-Sharing Services Changing Lives of Those With Special Needs, Adam S. Beck

Link

Special Needs Families Of All Incomes Need Financial Planning, Adam S. Beck

Link

What Nancy Reagan Taught Us About Planning After Alzheimer’s, Adam S. Beck

Link

Putting Your Home to Work When You Retire, Marguerita Cheng

Link

Helping Clients Choose the Right Insurance Policy, C.W. Copeland PhD

Link

How Advisors Can Break Into the Women's Market, C.W. Copeland PhD

Link

How to Explain the DoL Fiduciary Rule to Your Clients, C.W. Copeland PhD

Link

The Pros & Cons of Partnering with a Broker/Dealer, C.W. Copeland PhD

Link

Transformational Philanthropy? Lessons learned in the Riley Case, Phil Cubeta

Link

Tax Deductions and Reverse Mortgages, Tom Davison

Link

A Simple Way for Investors to Avoid Panic Selling, Michael Finke

Link

DOL Rule May ‘Drop Bomb’ on Asset Management Industry, Michael Finke

Link

Finke: Keys to Retirement Planning in a Low-Yield World, Michael Finke

Link

Finke on Low Yields: How Advisors Can Help Clients Adjust, Michael Finke

Link

Living the Low-Yield Life & What Advisors Need to Do, Michael Finke

Link

Putting Millennials’ Finances Into Focus, Michael Finke

Link

The Risks & Rewards of ESG-Based Investing, Michael Finke

Link

Why Older Investors Often Take Too Much–or Too Little–Risk, Michael Finke

Link

How Does Diversification Actually Work?, Bob French

Link

A Terrible Way To Protect A Retiree From Inflation, Bob French and Wade D. Pfau PhD

Link

Ethical Issues in Retirement Income Planning: An Advisor’s Perspective, Chuck Galli, Julie Anne Ragatz, and Jamie Patrick Hopkins

Link

An Asset Hiding in Plain Sight, Shelley Giordano

Link

Could Employers Improve Retirement Outcomes With Reverse Mortgage Education?, Shelley Giordano

Link

Spotlight: Knowing Our Product and Selling It Right, Shelley Giordano

Link

3 Common Misconceptions About Retirement Planning, Jamie Hopkins

Link

Cash-strapped boomer? You can retire using home equity, Jamie Hopkins

Link

How Trump, Clinton, Sanders, Cruz, and Kasich Would Fix Social Security, Jamie Hopkins

Link

New Department Of Labor Retirement Standard Creates Opportunity For Millennials, Jamie Hopkins

Link

New Law Takes Aim At Retirement Savings; Is The Levee Breaking?, Jamie Hopkins

Link

Retirement Preparedness Confidence Hits Historic Low According to Report, Jamie Hopkins

Link

What Would "President" Bernie Sanders Mean For Social Security?, Jamie Hopkins

Link

Three Ways to Add 401(k) Plan Value, Jamie Hopkins and Robert Johnson

Link

Why Retirees Need To Stop Writing Checks To Charities, Jamie Hopkins and David Littell

Link

12 Expert Financial Planning Tips For 2017, Jamie Patrick Hopkins

Link

4 Tips for Navigating Volatile Markets in Retirement, Jamie Patrick Hopkins