Faculty Publications

Faculty Publications

 

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Submissions from 2016

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What Type Of Retirement Spender Will You Be?, Wade D. Pfau PhD

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What You Need to Know About Repaying a Reverse Mortgage, Wade D. Pfau PhD

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Which Is A Greater Risk: Running Out Of Money While You're Alive Or Dying?, Wade D. Pfau PhD

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Which Is Better For Retirement Income: Insurance Or Investments?, Wade D. Pfau PhD

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Which Retirement Spending Strategy Is Right For You?, Wade D. Pfau PhD

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Wise Reverse Mortgages Can Be the Saving Grace of Unprepared Retirees, Wade D. Pfau PhD

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With Retirement Longer Than Ever, What Is The New 4% Rule?, Wade D. Pfau PhD

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4 Steps To Prepare Your Retirement Portfolio For The New Year, Wade D. Pfau PhD and Bob French

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5 Ways You're Sabotaging Your Retirement, Wade D. Pfau PhD and Bob French

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Diversification Works In A Crisis (But It Doesn't Work Miracles), Wade D. Pfau PhD and Bob French

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A Portfolio Approach to Retirement Income Security, Wade D. Pfau PhD, Steve Vernon, and Joe Tomlinson

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"Lifetime Income Series: Professor Wade Pfau on Social Security Strategies and Retirement Planning LIFETIME INCOME", Wade Pfau and James J. Puplava

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Investing Blog Roundup: “Heads I Win, Tails I Win”, Mike Piper

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Lifetime Income Series: 2016 – Make This a Year of Difference, James J. Puplava and John Loeffler

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Developing ‘Moral Perception’, Julie Ragatz

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Why ‘Throwing the Bums in Jail’ Won’t Solve Corporate America’s Problems, Julie Ragatz

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Helping Clients Make Good Choices, Julie Anne Ragatz

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The People That Volkswagen Are Forgetting About, Julie Anne Ragatz

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Why There Isn’t More Outrage Over VW’s Emissions Scandal, Julie Anne Ragatz

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An Alternative Asset to Buffer Sequence-of-Return Risk in Retirement, Barry H. Sacks, Mary Jo Lafaye, and Shelley Giordano

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Recovering a Lost Deduction, Barry H. Sacks, Stephen R. Sacks, and Nicholas Maningas Sr.

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Economic Forecasters: The Cry For Attention, ValueWalk

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New Year’s Resolutions: What money pros vow to do better in 2017, Mark Winterberg

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Beginning With the End in Mind: Clearing Barriers to a Successful Business Succession Plan, Christopher P. Woehrle

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Complications Of Funding Split-Interest Gifts With S Corporation Stock and Its Assets, Christopher P. Woehrle

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Making Every Man a King…and Philanthropist, Christopher P. Woehrle

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The AMT: Still a Trap for the Unwary, Christopher P. Woehrle

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The Legacy IRA Act: The Devil Lurks in The Details, Christopher P. Woehrle

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Addressing the Financial Needs of Millennial, Gen X and Boomer Women, Jocelyn Wright

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Americans are Flunking Financial Literacy, Jocelyn Wright

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How Debt Boot Camp Can Help Clients, Jocelyn Wright

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Mentors and Sponsors: We Are Our Sisters’ Keepers, Jocelyn Wright

Submissions from 2015

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Charles J. Zimmerman, CLU® — Little Things Mean a Lot, Mary Anne Adler

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Reaffirmation of Accreditation at The American College, Tom Armington

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Special-Needs Families Must Plan A Retirement Built for Three, Adam Beck

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The ABLE Act: A Powerful Tool for Special Needs Planning, Adam Beck

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Why the Failed Obamacare Lawsuit Was Doomed From the Beginning, Adam Beck

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Capital Improvements as a Medical Expense, Thomas Brinker

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Social Security's Role in the Advice You Provide, C.W. Copeland

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Social Security’s Role in the Advice You Provide, C.W. Copeland

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The Reverse Mortgage: A Strategic Lifetime Income Planning Resource, Tom Davison and Keith Turner

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Ignoring the Millennials Will Lead to the Industry’s Demise, Jennifer DeTroye

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Millennials Are the Least Financially Literate Generation, Jennifer DeTroye

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A Life of Service Underwrites Our Success, Ted Digges

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Is Your Tax-Managed Fund Manager Hiding in the Closet?, Dale Domian, Philip Gibson, and David Nanigian PhD

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Deferred Income Annuities Before Retirement, Michael Finke and Wade D. Pfau PhD

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What’s the Deal With Reverse Mortgages?, Shelley Giordano

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4 Common Risks That Can Devastate Your Retirement, Jamie Patrick Hopkins

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4 Questions Everyone Must Ask Their Retirement Advisor, Jamie Patrick Hopkins

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6 Reasons To Consider Buying Longevity Insurance, Jamie Patrick Hopkins

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A Look Back at 2015: The 5 Most Important Retirement Planning Changes for 2016, Jamie Patrick Hopkins

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Americans Note Improved Finances But Still Lack Retirement Savings, Jamie Patrick Hopkins

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Americans Overconfident and Unprepared for Retirement, Jamie Patrick Hopkins

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A Pre-Retiree Message To Millennials -- Automate Your Savings, Jamie Patrick Hopkins

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A Wake-up Call To Millennials - You Need To Stop Saving For "Retirement", Jamie Patrick Hopkins

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Best and Worst States To Live In When Preparing For Retirement, Jamie Patrick Hopkins

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Clients need prep for long-term care, Jamie Patrick Hopkins

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Congress Considers New Proposal To Raise Social Security Benefits, Jamie Patrick Hopkins

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Continued Low Federal Reserve Rates A Good Thing For Retirees?, Jamie Patrick Hopkins

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Convert Your IRA to Supercharge Your Retirement Savings, Jamie Patrick Hopkins

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Eight Steps to Improve Your Retirement Savings Shortfall, Jamie Patrick Hopkins

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Financial Concerns Are A Real Distraction For Employees, Jamie Patrick Hopkins

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Forgetting Digital Assets Like Facebook Can Create Lawsuits After Your Death, Jamie Patrick Hopkins

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Four Reasons Why Your Parents Could Be Your Biggest Retirement Risk, Jamie Patrick Hopkins

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Getting Paid To Wait: Increase Your Social Security Benefits, Jamie Patrick Hopkins

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GOP 2016 Budget Proposal Seeks To Overhaul Social Security, Medicare, and Medicaid, Jamie Patrick Hopkins

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How advisers can get Gen Yers to take some risk, Jamie Patrick Hopkins

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Illinois Enacts Automatic IRAs; Is Federal Mandate Coming?, Jamie Patrick Hopkins

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Most Americans Can't Pass This Basic Social Security Quiz, Jamie Patrick Hopkins

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New Budget Deal Is Cutting Your Social Security Benefits And It's A Good Thing, Jamie Patrick Hopkins

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New Reverse Mortgage Rules Open Door To A More Secure Retirement, Jamie Patrick Hopkins

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Political Parties Splinter Over Social Security Reform, Jamie Patrick Hopkins

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President Obama's 2016 Budget Sends Mixed Messages on Retirement Planning, Jamie Patrick Hopkins

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Reverse Mortgages Can Be A Retiree's Saving Grace, Jamie Patrick Hopkins

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Social Security Could Be In Worse Shape Than We Thought, Jamie Patrick Hopkins

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Social Security Is Under Fire But It Is Here to Stay, Jamie Patrick Hopkins

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Two Major Concerns Are Keeping Your Retirement Advisor Up At Night, Jamie Patrick Hopkins

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Workplace Inequalities Force Women To Plan For Retirement Differently, Jamie Patrick Hopkins

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Can Obama's New myRA Improve America's Savings Habits?, Jamie Patrick Hopkins and Christopher Bijan Whelton

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A Beneficiary Designation is an Estate Plan-Educating Clients and Heirs, Jamie Patrick Hopkins and Ted Kurlowicz

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Your Will And Trusts Aren't Enough: Using Beneficiary Designations As An Estate Plan, Jamie Patrick Hopkins and Ted Kurlowicz

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5 Surprises of Retirement Income Planning, Jamie Patrick Hopkins and David Littell

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5 Surprises Of Retirement Income Planning, Jamie Patrick Hopkins and David Littell

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Proposal Highlights Need for Retirement Income Education, Jamie Patrick Hopkins and David Littell

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Retirement Income Planning Literacy in America, Jamie Patrick Hopkins and David Littell

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The State Of 'File And Suspend': Where The New Social Security Rules Leave Seniors, Jamie Patrick Hopkins and David Littell

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5 things every investor should know about the Fed, Robert Johnson

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Analysis: Regulators Selling Advisors Short, Robert Johnson

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Analysis: Regulators Selling Advisors Short, Robert Johnson

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Follow the Fed, but Be Smart About It, Robert Johnson

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Fondos de pensiones: cuidado con los bonos, Robert Johnson

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Growth Or Value As Interest Rates Rise?, Robert Johnson

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Hedge Funds For The Masses?: Let’s Hope Not, Robert Johnson

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How investors can get ready for the first rate hike, Robert Johnson

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Invest With the Fed: Policy And Value Investing, Robert Johnson

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Stock Market: “Now, Let Me Get This Straight…”, Robert Johnson

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The Fed That Didn’t Bark, Robert Johnson

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Will Fed Grinches steal Santa Claus rally?, Robert Johnson

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Worried about your investments? Here’s the best advice, Robert Johnson

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Would you base your market bets on the Super Bowl?, Robert Johnson