Faculty Publications

Faculty Publications

 

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Submissions from 2018

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Charitable planning for business owners in transition, Phil Cubeta

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Does money buy happiness?, Benjamin Cummings

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Readying for Higher Interest Rates, Michael Finke

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Unlocking Global Investment Pathways, Michael Finke

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Investing in bond funds when interest rates rise, Michael Finke and David Blanchett

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The sad but important truth about taxable bonds and AUM, Michael Finke and David Blanchett

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3 things you need to know about the 4% rule, Michael Finke and Walter Updegrave

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After SAFE Act Passage, The Battle Against Elder Financial Abuse Remains Far From Over,” Forbes, Jamie Hopkins

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As Tax Season Approaches, Don't Forget About Bitcoin and Cryptocurrencies, Jamie Hopkins

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New Tax Deduction 199A Will be Lost For Many In 2018, Jamie Hopkins

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Appellate Court Deals Fiduciary Financial Advice Rule Major Blow, Jamie Patrick Hopkins

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Financial advisers should avoid error by omission and consider reverse mortgages, Jamie Patrick Hopkins

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Here’s What Social Security Will Look Like by the Time Millennials Retire, Jamie Patrick Hopkins

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Incorporating Digital-Asset Planning Into Estate Planning, Jamie Patrick Hopkins

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Long-Term Care Planning Misconceptions Are Holding Back Advisors And Consumers, Jamie Patrick Hopkins

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Most Americans Don't Invest In Stocks For Retirement, But Still Fear Next Market Downturn, Jamie Patrick Hopkins

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Relocating In Retirement: Don't Make These Common Mistakes, Jamie Patrick Hopkins

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Researchers Say Reverse Mortgages Deserve A Second Look, Jamie Patrick Hopkins

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Rewiring the Financial Planning Profession, Jamie Patrick Hopkins

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Simpler Variable Annuities Could Play A Big Role In Retirement Planning, Jamie Patrick Hopkins

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Tax bill's implications for retirement planning, Jamie Patrick Hopkins

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Tax Reform Changes To Recharacterizations And Roth IRA 2018 Contribution Limits, Jamie Patrick Hopkins

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Tax Reform Provides Boost To Small Business Retirement Plans, Jamie Patrick Hopkins

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Tax Reform Sparks Interest In Life Insurance and Secondary Markets, Jamie Patrick Hopkins

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The Medicare True-False Quiz: Test Your Knowledge, Jamie Patrick Hopkins

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The Reverse Mortgage Quiz: Test Your Knowledge, Jamie Patrick Hopkins

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True or false: Test yourself on Social Security basics, Jamie Patrick Hopkins

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True or False: Test Yourself on Social Security Basics, Jamie Patrick Hopkins

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Why Buying A Home Is Not A Good Investment (It's A Service), Jamie Patrick Hopkins

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Why The WSJ Is Wrong About Long-Term Care Planning, Jamie Patrick Hopkins

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Young Savers Can’t Assume Roths Are Right for Them, Jamie Patrick Hopkins

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11 Signs Your Retirement Is Going to Be More Expensive Than You Thought, Cameron Huddleston

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Cómo cumplir las promesas de año nuevo, Robert R. Johnson PhD

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Enjoy the Dow 25,000 and Trump stock market rally while it lasts, Robert R. Johnson PhD

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Investors should beware of bitcoin, Robert R. Johnson PhD

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Is the Trump bull run over?, Robert R. Johnson PhD

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Las terribles cosas que dicen los expertos financieros, Robert R. Johnson PhD

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La última moda de inversión, Robert R. Johnson PhD

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Otro imitador de Warren Buffet, Robert R. Johnson PhD

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Solving the Longevity Wealth Crisis, Robert R. Johnson PhD

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Stock market is in an election year: Will your vote impact your money?, Robert R. Johnson PhD

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How Much Of Your Savings Can You Spend Each Year In Retirement? The Answer, Updated for 2018, Wade D. Pfau PhD

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Monte Carlo Simulations Versus Historical Simulations (Updated To 2018), Wade D. Pfau PhD

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The Trinity Study And Portfolio Success Rates (Updated To 2018), Wade D. Pfau PhD

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The American College of Financial Services Reaches $2M Scholarship Milestone, PR Newswire

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Help! Awkward Questions About Genetic Testing, Julie Anne Ragatz

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Help! I Can’t Stand My Client’s Son, Julie Anne Ragatz

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Help! My Aging Advisor’s Cognitive Decline, Julie Anne Ragatz

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Thriving Without Incentive Compensation, Julie Anne Ragatz

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When Your Team Members Mock #MeToo, Julie Anne Ragatz

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American College Penn Mutual Center for Veterans Affairs reaches milestones, The Intelligencer

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Bunch, Contribute, Recommend, Repeat: Dealing Successfully With New Restrictions on Charitable Giving, Christopher P. Woehrle

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What the ‘Longevity Revolution’ Means to Financial Services, Jocelyn Wright

Submissions from 2017

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The American College of Financial Services Names General Peter Pace Recipient of the 2017 Soldier-Citizen Award, Business Wire

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Advisors and the Behavioral Finance Dilemma, C.W. Copeland PhD

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

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Clients Need to Know These Benefits of Permanent Life Insurance, C.W. Copeland PhD

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

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How to discuss philanthropy with wealthy clients, Phil Cubeta

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Empowering Heroes at The American College Penn Mutual Center for Veterans Affairs, Ted Digges

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Let's get real about dividend stocks, Michael Finke

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Making the Right Tech Moves, Michael Finke

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The Philosophy of Goal-based Investment Planning, Michael Finke

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The Rise of Evidence-Based Investing, Michael Finke

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The Road To Success, Michael Finke

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What's the Point of Investing?, Michael Finke

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Why Evidence-Based Investing Can Improve Your Practice, Michael Finke

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WMCP: Modern Wealth Management Education for Advisors, Michael Finke

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

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Originating: Climbing Toward Financial Security, Don Graves

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Teaming Through Trust, Gerald Herbison

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Do Designations Attract a More Knowledgeable Consumer?, Gerald Herbison, Sterling Raskie, and Jason Martin

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4 Reasons To Start Using A Roth IRA In 2018, Jamie Hopkins

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

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3 Things Most Americans Want In Retirement And How To Get Them, Jamie Patrick Hopkins

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5 Best Practices for Using Housing Wealth in Retirement, Jamie Patrick Hopkins

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

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7 Key Points To Follow With Trump's Tax Reform, Jamie Patrick Hopkins

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Abysmal Financial Literacy Rates For Women Are Hurting Their Retirement Security, Jamie Patrick Hopkins

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Americans Fail Retirement Planning Literacy Quiz, Low Literacy Linked to Poor Planning, Jamie Patrick Hopkins

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

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Bitcoin Might Be A' Bubble' But Digital Currencies Are Not, Jamie Patrick Hopkins

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Can You Pass This Basic 6 Question Retirement Planning Quiz? Most Americans Can't, Jamie Patrick Hopkins

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CFPB Releases Misleading Report On Social Security Deferral Strategies, Jamie Patrick Hopkins

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Don't forget secondary market for life insurance, Jamie Patrick Hopkins

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Family-Responsibility Laws Could Cost Your Clients, Jamie Patrick Hopkins

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Forget 'Location, Location, Location' When Making Retirement Housing Decisions, Jamie Patrick Hopkins

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

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How Your House Can Help Pay For Retirement, Jamie Patrick Hopkins

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Labor Secretary Acosta Concedes Fiduciary Rule Cannot Be Legally Stopped Before June 9th, Jamie Patrick Hopkins

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Most estate plans aren't dealing with digital assets properly, Jamie Patrick Hopkins

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New Fiduciary Rule For Financial Advisors Moves The Needle, But in Which Direction?, Jamie Patrick Hopkins

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New Report Shows Credit Card Debt Is Hindering 401(k) Savings, Jamie Patrick Hopkins

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Our consumer financial watchdog misses the mark on Social Security, Jamie Patrick Hopkins

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

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Proposed Tax Plan Shows Growing Generational Divide, Jamie Patrick Hopkins

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Reverse Mortgages Rules To Change Positively And Negatively For Retirees, Jamie Patrick Hopkins

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Tax Reform Is Here: 4 Moves To Make By End of 2017, Jamie Patrick Hopkins

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The “Comprehensive” Fiduciary Advisor: Reality, Myth or Liability?, Jamie Patrick Hopkins

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The Effect of Low Reverse Mortgage Literacy on Usage of Home Equity in Retirement Income Plans, Jamie Patrick Hopkins