Faculty Publications

Faculty Publications

 

Follow

Submissions from 2014

Link

Congress Proposes Three Changes To Social Security That Make Sense, Jamie Patrick Hopkins

Link

Detroit Is Not Alone - That Could Mean Trouble For Your Clients, Jamie Patrick Hopkins

Link

Digital Asset Planning for Retirement -- A New Task for Financial Advisers, Jamie Patrick Hopkins

Link

Frailty Risk -- More than Just Long-Term Care and Health Care Expenses, Jamie Patrick Hopkins

Link

How to Incorporate President Obama's New myRA into a Retirement Income Plan, Jamie Patrick Hopkins

Link

How To Mitigate Inflation Risk In A Retirement Income Plan, Jamie Patrick Hopkins

Link

Is Prepaying A Mortgage A Good Retirement Investment Option?, Jamie Patrick Hopkins

Link

Is The Risk Of Forced Retirement Rising? How To Enter Retirement On Your Own Terms, Jamie Patrick Hopkins

Link

Jurisdictional Confusion that Rivals Erie: The Jurisdictional Limits of Campus Police, Jamie Patrick Hopkins

Link

Low-Profit Limited Liability Companies: High-Risk Tax Fad or Legitimate Social Investment Planning Opportunity?, Jamie Patrick Hopkins

Link

Misconceptions and Overconfidence Hurting Retirement, New Research Shows Comment Now Follow Comments, Jamie Patrick Hopkins

Link

New and Unexpected Ways to Fund Long-Term Care Expenses, Jamie Patrick Hopkins

Link

Not Enough People Have Financial Advisers and New Research Shows They Should, Jamie Patrick Hopkins

Link

Planning For An Uncertain Life Expectancy In Retirement, Jamie Patrick Hopkins

Link

Regulation of L3Cs for Social Entrepreneurship: A Prerequisite to Increased Utilization, Jamie Patrick Hopkins

Link

The IRS Suffers A Major Setback In Its Ability To Regulate Attorneys And CPAs, Jamie Patrick Hopkins

Link

Treasury Finalizes Rules For New Retirement Savings Account: The myRA, Jamie Patrick Hopkins

Link

Unique Retirement Planning Challenges Facing Hispanic Americans, Jamie Patrick Hopkins

Link

Viable Solutions to the Digital Estate Planning Dilemma, Jamie Patrick Hopkins

Link

Why Housing Is A Bad Long-Term Investment But You Should Buy Anyways, Jamie Patrick Hopkins

Link

Why the Stakes are Higher with Retirement Income Planning than Retirement Savings, Jamie Patrick Hopkins

Link

Workable Solutions to the Challenges of Patenting an Innovative Process, Jamie Patrick Hopkins

Link

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

Link

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

Link

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

Link

The Search for Income in Retirement, Lorie Konish

PDF

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

PDF

Surviving the First Year, Melisande J. McCrae PhD

Link

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

Link

New Perspectives on the Active versus Passive Debate, David Nanigian

Link

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

Link

The Dark Side of Index Fund Investing, David Nanigian

PDF

The Dark Side of Index Fund Investing, David Nanigian PhD

Link

What determines risk tolerance?, David Nanigian

Link

Asset Valuations and Safe Portfolio Withdrawal Rates, Wade Pfau

Link

Breaking down retirement risks, Wade Pfau

Link

Does International Diversification Improve Safe Withdrawal Rates?, Wade Pfau

Link

How to Use Bond Ladders in Retirement Portfolios, Wade Pfau

Link

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

Link

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

Link

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

Link

Lifecycle finance: Upending the old retirement rules, Wade Pfau

Link

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

Link

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

Link

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

Link

Retirement Risks: It All Starts With Longevity, Wade Pfau

Link

Taking a Closer Look at Deferred Income Annuities, Wade Pfau

Link

The Case for Reverse Mortgages, Wade Pfau

Link

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

Link

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

Link

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

PDF

Innovations in Retirement Income Planning, Wade D. Pfau PhD

PDF

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

Link

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

Submissions from 2013

PDF

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

PDF

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

Link

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

PDF

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

PDF

Commissions in the Crosshairs?, Keith Hickerson

Link

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

Link

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

Link

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

Link

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

Link

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

Link

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

PDF

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

PDF

A Faculty Member’s Perspective of Change, Craig Lemoine

Link

Leading the Retirement Income Charge, David Littell

PDF

Retirement Income Education Insights, David Littell

Link

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

PDF

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

PDF

Your Last Will and Testament, Kevin M. Lynch

Link

The Art of Selling You, Allen McLellan

PDF

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

Link

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

Link

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

Link

An Efficient Frontier for Retirement Income, Wade Pfau

Link

Are Planners Worth the Fees they Charge?, Wade Pfau

Link

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

Link

Debunking the myth of the 8% return, Wade Pfau

Link

Fees and sustainable retirement income, Wade Pfau

Link

Hedonic Pleasure Index: Going beyond the CPI, Wade Pfau

Link

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

Link

It pays to be agnostic on retirement strategies, Wade Pfau

Link

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

Link

Retirees and sequence of returns risk, Wade Pfau

Link

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

Link

Retirement: The sequence of returns, Wade Pfau

Link

Sustainable withdrawals vs. retirement duration, Wade Pfau

Link

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

Link

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

Link

Unlocking the Two Mysteries behind SPIAs, Wade Pfau

Link

Why Retirees Should Choose DIAs over SPIAs, Wade Pfau

Link

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

Link

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

PDF

Ethics and the Life Insurance Professional, Julie Ragatz

PDF

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

PDF

Charitable Giving Tool Drastically Minimizes Federal Estate Taxes, Allen Thomas

PDF

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

Submissions from 2012

PDF

Charitable Retirement Planning for High-Capacity Clients, Phil Cubeta