Tag Archives: retirement

The Latest Thinking on Best Practices in Retirement Planning

Wade D. Pfau, CFA, reviewed some of the biggest current debates over retirement planning. Read More

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Bill Sharpe on Retirement Planning: “I Would Prefer to Default People into an Annuity”

“Many people who are lower- and middle-income really are taking a big risk if they do not annuitize to some extent — a risk of basically running out of money,” he tells the FT‘s John Authers. Read More

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Bill Sharpe: Past, Present, and Future Financial Thinking (Video)

Nobel laureate Bill Sharpe sat down with Kepos Capital’s Robert Litterman to discuss theory and practice in investment management. Read More

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Restoring Trust in Finance: Remember That “It’s Always Someone Else’s Money”

Three practitioners offer some straightforward suggestions for changing the trajectory of the financial profession. Read More

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Investing and Withdrawal Strategies During Retirement: The “Retire Well” Bucket Approach

Today retirees face five perils: inflation, investment, longevity, withdrawal, and healthcare risk. Providend Ltd. CEO Christopher Tan says retirees need a plan not only to cope with these risks but also to provide reliable income. Read More

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