Faculty Publications

Faculty Publications

 

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Submissions from 2017

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Managing Sequence Risk For Retirees, Wade D. Pfau PhD

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Reverse Mortgages: An Important Retirement Income Tool, Wade D. Pfau PhD

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Reverse Mortgages: How They Can Help In Retirement, Wade D. Pfau PhD

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Should Retirees Use A Total-Return Or Income Portfolio?, Wade D. Pfau PhD

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Taking Portfolio Spending Out Of The Vacuum For Retirees, Wade D. Pfau PhD

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

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The 4 Ls Of Retirement Income Planning, Wade D. Pfau PhD

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The 4 Percent Rule Or The 7 Percent Rule?, Wade D. Pfau PhD

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

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

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

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

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The Pros And Cons Of Rising Equity Glide Paths In Retirement, Wade D. Pfau PhD

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The Retirement CARE Analysis That Can Help You Determine A Spending Rate And Asset Allocation, Wade D. Pfau PhD

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

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

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

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

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

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

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What Is The Appropriate Planning Age For Retirees?, Wade D. Pfau PhD

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

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

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Which Asset Allocation Strategy Should Retirees Use?, Wade D. Pfau PhD

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

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Why Chasing Returns Is Especially Dangerous For Retirees, Wade D. Pfau PhD

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Why Does Everyone Experience Such Different Retirement Income Outcomes?, Wade D. Pfau PhD

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

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NRMLA Kicks Off Second Annual Reverse Mortgage Education Week, PR Newswire

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5 Steps to an Orderly Succession, Julie Anne Ragatz

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Virtues Are as Important as Values, Julie Anne Ragatz

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

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When—and How—to Apologize to Clients, Julie Anne Ragatz

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

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Why LTC Needs to Be Included in a Retirement Plan: Part 1, Sandra Timmermann

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Widows, Widowers and their Advisors: A Glass Half Full, Sandra Timmermann

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A New Tax Code?, Christopher P. Woehrle

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Breaking Up Really May Be That Hard To Do: Preparing To Reconcile Irreconcilable Differences Between Donors and Charity, Christopher P. Woehrle

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

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Successfully Navigating the Self-Dealing Minefield To Do Good, Christopher P. Woehrle

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

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Help Abused Women Reach Financial Freedom, Jocelyn Wright

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Helping African-American Clients Bridge the Wealth Gap, Jocelyn Wright

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Help Women Raise Their Retirement Income Literacy, Jocelyn Wright

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‘Passing the Hat’ Is No Substitute for Planning, Jocelyn Wright

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The Forgotten Generation X, Jocelyn Wright

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Too Many Clients Underestimate Their Flood Risk, Jocelyn Wright

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Unconscious Bias Hinders Efforts To Diversify the Advisor Force, Jocelyn Wright

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Millennial Managers: A Guide For Successful Management, Bryan Yackulic and Jamie Patrick Hopkins

Submissions from 2016

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ACA: Time for a Checkup, Adam S. Beck

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

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

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

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

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

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

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Putting Your Home to Work When You Retire, Marguerita Cheng

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

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

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

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

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

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Tax Deductions and Reverse Mortgages, Tom Davison

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

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Crowdfunding and Peer Lending: Time to Swim With the Sharks?, Michael Finke

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

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

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

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How Advisors Can Fight Elder Financial Abuse, Michael Finke

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

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Putting Millennials’ Finances Into Focus, Michael Finke

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

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

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How Does Diversification Actually Work?, Bob French

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

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

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An Asset Hiding in Plain Sight, Shelley Giordano

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

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

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3 Common Misconceptions About Retirement Planning, Jamie Hopkins

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

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

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

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

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

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

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

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

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12 Expert Financial Planning Tips For 2017, Jamie Patrick Hopkins

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

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5 Tips To Survive Stock Market Volatility In Retirement, Jamie Patrick Hopkins

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American savers win regardless of the fiduciary rule's future, Jamie Patrick Hopkins

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Americans Don't Even Know What Their Most Important Retirement Asset Is, Study Shows, Jamie Patrick Hopkins

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Annuities Offer Long-Term Care Funding Flexibility, Jamie Patrick Hopkins

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Baby boomers' wealth is in their homes, Jamie Patrick Hopkins

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Can Hillary Clinton's Proposed Student Loan Refinancing Plan Solve The Loan Crisis?, Jamie Patrick Hopkins

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Consider a Roth IRA for Your Client’s Emergency Fund to Boost Savings, Jamie Patrick Hopkins

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How proposed caps could impact IRA and 401(k) accounts, Jamie Patrick Hopkins

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How To Choose The Right 529 College Savings Plan, Jamie Patrick Hopkins

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If you don’t have a 401(k), the Treasury Department says let ‘myRA’ help, Jamie Patrick Hopkins