Faculty Publications

Faculty Publications

 

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Submissions from 2015

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International Diversification: The Weighting Is the Hardest Part (Digest Summary), Robert Johnson and Charles Braymen

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The Weighting is the Hardest Part, Robert Johnson and Charles Braymen

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Loosening mortgage standards entails risks, Robert Johnson and Anthony Hendrickson

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Follow the Fed, But Be Smart About It, Robert Johnson, Gerald R. Jensen, and Luis Garcia-Feijoo

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What to Expect When You’re Electing, Robert Johnson, Gerald R. Jensen, Luis Garcia-Feijoo, and Scott B. Beyer

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When It’s Time to Transfer Financial Decision-Making, Robert Johnson and David Littell

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A Beneficiary Designation Is an Estate Plan — Educating Clients and Heirs, Ted Kurlowicz and Jamie Hopkins

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America Fails RICP® Retirement Literacy Quiz, David Littell

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Retirement Income Planning Literacy in America: A Method for Determining, David Littell and Jamie Patrick Hopkins

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

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Financial Incapacity and the Aging Boomers: What is the Role of Financial Service Professionals?, David Littell and Sandra Timmermann

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7 risks for retirement income planning, Wade Pfau

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A Brief History of Social Security, Wade Pfau

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A Menu Of Income Annuity Features And Options, Wade Pfau

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Annuity Pricing 101, Wade Pfau

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Annuity Pricing 102, Wade Pfau

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Annuity Pricing Sensitivity, Wade Pfau

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Arguments for Claiming Social Security Early, Wade Pfau

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Arguments To Justify A Delayed Claiming Age For Social Security, Wade Pfau

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A Simple Allocation Example, Wade Pfau

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Asset Allocation And The Cost Of Retirement Income, Wade Pfau

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Calculating Social Security Retirement Benefits, Wade Pfau

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Evaluating Investments Versus Insurance In Retirement, Wade Pfau

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Getting the Most From Charitable Giving With Donor Advised Funds, Wade Pfau

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How Much Can You Safely Spend in Retirement?, Wade Pfau

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How Should Retirement Spending Adjust to Investment Portfolio Performance?, Wade Pfau

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How Time Horizon and Discount Rate Affect Social Security, Wade Pfau

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How to Increase Your After-Tax Wealth in Retirement, Wade Pfau

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How to Link Retirement Strategies to Sustainable-Spending Rates, Wade Pfau

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How to view Social Security vs. a long-term stock portfolio, Wade Pfau

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Improving Retirement Outcomes with Investments, Life Insurance, and Income Annuities, Wade Pfau

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Introducing the Retirement Wealth and Affordability Indices, Wade Pfau

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Introducing the Social Security Claiming Decision, Wade Pfau

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Is a High CAPE Cause for Alarm? Part 1: CAPE's Relationship to Stock Returns, Wade Pfau

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Is a High CAPE Cause for Alarm? Part 2: Valuation-Based Asset Allocation, Wade Pfau

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Justifying a Delayed Claiming Age for Social Security, Wade Pfau

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Keep Social Security Changes In Perspective, Wade Pfau

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Keep Social Security Changes in Perspective, Wade Pfau

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Making Sense Out of Variable Spending Strategies for Retirees, Wade Pfau

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Making Sense Out of Variable Spending Strategies for Retirees, Wade Pfau

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Payout Rates and Returns on Income Annuities, Wade Pfau

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Philosophy of Social Security Claiming Strategies, Wade Pfau

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Philosophy of Social Security Claiming Strategies, Wade Pfau

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Potential Directions For Social Security, Wade Pfau

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Pre-Pay for Retirement with Deferred Income Annuities, Wade Pfau

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Retirement Risk, Rising Equity Glide Paths, and Valuation-Based Asset Allocation, Wade Pfau

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Safe Withdrawal Rates for Retirement & the Trinity Study, Wade Pfau

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Savings and Spending Possibilities for Retirements Beginning Today, Wade Pfau

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Securing Longevity Insurance Through Income Annuities, Wade Pfau

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Social Security as an "Investment", Wade Pfau

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Social Security: The Best Annuity Money Can Buy, Wade Pfau

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Social Security: The Best Annuity Money Can Buy, Wade Pfau

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Substituting Income Annuities For Bond Funds in Retirement, Wade Pfau

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Sustainable Retirement Spending with Low Interest Rates: Updating the Trinity Study, Wade Pfau

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Tax Considerations When Delaying Social Security, Wade Pfau

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Tax Considerations When Delaying Social Security, Wade Pfau

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The Costs of Retirement with Different Income Tools, Wade Pfau

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The Hidden Peril In Sequence Of Returns Risk, Wade Pfau

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The Importance of Planning for Long-Term Care, Wade Pfau

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The New Case for Reverse Mortgages, Wade Pfau

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The New Math of Delaying Social Security Benefits, Wade Pfau

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The Value of Financial Advice, Wade Pfau

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Thinking like a retiree is quite different than thinking like an investor, Wade Pfau

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When Are People Claiming Social Security?, Wade Pfau

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When Are People Claiming Social Security?, Wade Pfau

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Why 4% Could Fail, Wade Pfau

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Why Bond Funds Don’t Belong In Retirement Portfolios, Wade Pfau

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Why security in retirement is often luck of the draw, Wade Pfau

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Advisors Need a Fresh Look at Reverse Mortgages, Wade D. Pfau PhD

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Optimizing Retirement Income by Combining Actuarial Science and Investments, Wade D. Pfau PhD

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Retirement Risk, Rising Equity Glidepaths, and Valuation-Based Asset Allocation, Wade D. Pfau PhD and Michael E. Kitces

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Issues in Dealing with Elderly Clients, Julie Ragatz

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How America's most feared CEOs damage their companies, Julie Anne Ragatz

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Industry Must Get Serious About Preventing Elder Financial Abuse, Julie Anne Ragatz

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The Fraud Triangle Can Be an Ethics Crystal Ball, Julie Anne Ragatz

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What Can We Learn from the Volkswagen Scandal?, Julie Anne Ragatz

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Charitable Income Gift Options to Produce a Debt-Free (or Nearly) College Graduate, Christopher P. Woehrle

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How Grandparents Can Use Charitable Income Gifts to Finance College Education, Christopher P. Woehrle

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Making Gifts ‘Again’…Accelerating Charitable Remainder Trust Gifts, Christopher P. Woehrle

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Making Gifts ‘Again’ Part 2: Accelerating Charitable Gift Annuities, Christopher P. Woehrle

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Planning for Qualified and Nonqualified Charitable Lead Trusts, Christopher P. Woehrle

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Rules of Thumb for Picking Best Techniques, Christopher P. Woehrle

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How to Help Families Understand Life Insurance Is Not Optional, Jocelyn Wright

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Women of Color Seek a Seat at the Leadership Table, Jocelyn Wright

Submissions from 2014

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Dr. Dan McGill — Keeping the Dream Alive, Mary Anne Adler

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Frank Nathan, CLU® The Huebner-Hollywood Connection, Mary Anne Adler

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Employer-sponsored Health Insurance — a Thing of the Past?, Adam Beck

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Future of Obamacare Small Business Exchange Looks Grim, Adam S. Beck

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

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

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Income Tax Planning with a Reverse Mortgage, Tom Davison

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Reverse Mortgage Funds Social Security Delay, Tom Davison

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Reverse Mortgages: How Large Will A Line of Credit Be?, Tom Davison

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Strategic Uses of Reverse Mortgages for Affluent Clients, Tom Davison

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Developing High-performing Teams, Gerald Herbison

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3 Public Policy Changes That Could Ruin Your Retirement Plan, Jamie Patrick Hopkins

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5 Biggest Retirement Planning Changes for 2015, Jamie Patrick Hopkins

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A Blast from the Past: Are the Robo-Signing Issues that Plagued the Mortgage Crisis Set to Engulf the Student Loan Industry?, Jamie Patrick Hopkins

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Can Your Financial Advisors, Attorneys & Accountants Build You A Unified Retirement Income Plan?, Jamie Patrick Hopkins

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Changing Family Caregiver Dynamics Ramp Up the Importance of Long-Term Care Planning, Jamie Patrick Hopkins