Faculty Publications

Faculty Publications

 

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Submissions from 2014

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Leveraging Filial Support Laws Under the State Partnership Programs to Encourage Long-Term Care Insurance, Jamie Patrick Hopkins, Ted Kurlowicz, and Christopher P. Woehrle

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The Importance of Digital Asset Succession Planning for Small Businesses, Jamie Patrick Hopkins and John Whitham

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The Importance of Digital Asset Succession Planning for Small Businesses, Jamie Patrick Hopkins and John Whitham

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The Search for Income in Retirement, Lorie Konish

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New Health Care Funding Taxes The Impact on Business Owners, Ted Kurlowicz

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Surviving the First Year, Melisande J. McCrae PhD

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Mutual Fund Redemption Fees Can Benefit Long-Term Investors, David Nanigian

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New Perspectives on the Active versus Passive Debate, David Nanigian

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R² and the Benefits of Multiple-Fund Portfolios, David Nanigian

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The Dark Side of Index Fund Investing, David Nanigian PhD

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The Dark Side of Index Fund Investing, David Nanigian

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What determines risk tolerance?, David Nanigian

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Asset Valuations and Safe Portfolio Withdrawal Rates, Wade Pfau

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Breaking down retirement risks, Wade Pfau

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Does International Diversification Improve Safe Withdrawal Rates?, Wade Pfau

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How to Use Bond Ladders in Retirement Portfolios, Wade Pfau

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In 2015, Figure Out How Much You Spent in 2014, Wade Pfau

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Investment Return From Delaying Social Security? Sure Beats TIPS, Wade Pfau

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Lifecycle Finance: An Alternative For A Lifetime Financial Plan, Wade Pfau

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Lifecycle finance: Upending the old retirement rules, Wade Pfau

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Lifetime Expected Income Breakeven Comparison between SPIAs and Managed Portfolios, Wade Pfau

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Reduce Stock Exposure in Retirement, or Gradually Increase It?, Wade Pfau

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Reducing Retirement Risk with a Rising Equity Glide-Path, Wade Pfau

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Retirement Risks: It All Starts With Longevity, Wade Pfau

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Taking a Closer Look at Deferred Income Annuities, Wade Pfau

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The Case for Reverse Mortgages, Wade Pfau

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The Pros and Cons of Target-Date Funds in the Accumulation Phase, Wade Pfau

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The True Impact of Immediate Annuities on Retirement Sustainability: A Total Wealth Perspective, Wade Pfau

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2 Schools of Thought on Retirement Income, Wade D. Pfau PhD

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Innovations in Retirement Income Planning, Wade D. Pfau PhD

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Ten Reasons Why the 4 Percent Rule Is Too Simplistic, Wade D. Pfau

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HECM Reverse Mortgages: Now or Last Resort?, Shaun Pfeiffer, John Salter, and C. Angus Schaal

Submissions from 2013

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Health Exchanges: Cautious Optimism, Concern for Brokers, Adam Beck

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The Financial Needs and Attitudes of Women of Color, Sandra Carr

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The Top 4 Benefits of Using Life Insurance in Retirement Planning, C.W. Copeland and David Littell

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How Can You Support Families With Special Needs?, Sophia Duffy

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Commissions in the Crosshairs?, Keith Hickerson

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Afterlife in the Cloud: Managing a Digital Estate, Jamie Patrick Hopkins

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Being Social: Why the NCAA Has Forced Universities to Monitor Student-Athletes’ Social Media, Jamie Patrick Hopkins

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Digital Estate Planning: Is Google Your Next Estate Planner?, Jamie Patrick Hopkins

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The Future of Digital Assets: Is Google Your Next Estate Planner?, Jamie Patrick Hopkins

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Sit, Stay, Drive: The Future of Autonomous Car Liability, Jamie Patrick Hopkins and Sophia Duffy

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When working longer is the best option, Jamie Patrick Hopkins and David Littell

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Federal Wealth Transfer Tax Reform—Certainty for Now, Ted Kurlowicz

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A Faculty Member’s Perspective of Change, Craig Lemoine

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Leading the Retirement Income Charge, David Littell

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Retirement Income Education Insights, David Littell

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What is an RICP, and why should retirees care?, David Littell

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The Changing Sense of “Family”, Kevin M. Lynch

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Your Last Will and Testament, Kevin M. Lynch

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The Art of Selling You, Allen McLellan

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Research Summary: Capitalizing on the Greatest Anomaly in Finance with Mutual Funds, David Nanigian

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Research Summary: Capitalizing on the Greatest Anomaly in Finance with Mutual Funds, David Nanigian

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Analyzing an Income Guarantee Rider in a Retirement Portfolio, Wade Pfau

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An Efficient Frontier for Retirement Income, Wade Pfau

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Are Planners Worth the Fees they Charge?, Wade Pfau

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Breaking Free from the Safe Withdrawal Rate Paradigm: Extending the Efficient Frontier for Retirement Income, Wade Pfau

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Debunking the myth of the 8% return, Wade Pfau

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Fees and sustainable retirement income, Wade Pfau

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Hedonic Pleasure Index: Going beyond the CPI, Wade Pfau

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How Much Can Clients Spend in Retirement? A Test of the Two Most Prominent Approaches, Wade Pfau

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It pays to be agnostic on retirement strategies, Wade Pfau

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New Research on How Much Clients can Spend in Retirement, Wade Pfau

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Retirees and sequence of returns risk, Wade Pfau

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Retirement Income Designations – Which Should You Choose?, Wade Pfau

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Retirement: The sequence of returns, Wade Pfau

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Sustainable withdrawals vs. retirement duration, Wade Pfau

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The 4 Percent Rule is Not Safe in a Low-Yield World, Wade Pfau

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Time horizon vs. the retirement 4% rule, Wade Pfau

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Unlocking the Two Mysteries behind SPIAs, Wade Pfau

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Why Retirees Should Choose DIAs over SPIAs, Wade Pfau

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4 retirement income risks — and how to avoid them, Wade D. Pfau PhD

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Increasing the Sustainable Withdrawal Rate Using the Standby Reverse Mortgage, Shaun Pfeiffer, John Salter, and Harold Evensky

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Ethics and the Life Insurance Professional, Julie Ragatz

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Fiduciary Fireworks: Framing the Discussion for the SEC, Julie Anne Ragatz

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Charitable Giving Tool Drastically Minimizes Federal Estate Taxes, Allen Thomas

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David McCahan—A CLU® Champion A Lifetime and Legacy of Service and Dedication, Virginia E. Webb

Submissions from 2012

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Charitable Retirement Planning for High-Capacity Clients, Phil Cubeta

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Senior Designations Back in the Spotlight—a Regulatory Update, Keith Hickerson

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Where Regulators Will Land on the Fiduciary Issue and Why You Should Care, Keith Hickerson

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By the Numbers: The 2013 Indexed Pension and Social Security Numbers, Jamie Patrick Hopkins

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L3Cs: Bringing Change or in Need of Change?, Jamie Patrick Hopkins

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Private Transfer Fees: Developer Exploitation or Legitimate Financing Vehicle?, Jamie Patrick Hopkins

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How Large are the Benefits of Emerging Market Equities?, Robert Johnson

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Raising capital markets standards through financial education, Robert Johnson

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The Long-Term Care Risk A Developing and Accelerating Crisis for Seniors, Theodore Kurlowicz and Christopher P. Woehrle

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Manage Your Clients to Good Credit Health, Craig Lemoine

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WINTER 2012 | The Wealth Channel Magazine | 27 retirement Finding a Balance in Retirement Planning, Craig Lemoine

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Living Too Long Where will you live, and how will you finance it?, Kevin M. Lynch

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Restoring the Moral Imperative, Allen McLellan

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Advice on Mutual Fund Selection, David Nanigian

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The impact of passive investing on corporate valuations, David Nanigian

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Why Do Mutual Fund Expenses Matter?, David Nanigian

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Why Mutual Fund Expenses Matter, David Nanigian

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An international perspective on “safe” savings rates for retirement, Wade Pfau

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An International Perspective on Safe Withdrawal Rates, Wade Pfau

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Are TIPS Really Safe and Worry-Free?, Wade Pfau

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Capital market expectations, asset allocation, and safe withdrawal rates, Wade Pfau

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Choosing a retirement income strategy: a new evaluation framework, Wade Pfau

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Choosing a Retirement Income Strategy: Outcome Measures and Best Practices, Wade Pfau