Tools

Q&A with Zvi Bodie and Rachelle Taqqu about Risk Less and Prosper’s Goal-Driven Approach to Investing

Is there a sense of “swimming upstream” when trying to propagate goal-based investing--as described in your new book Risk Less and Prosper--among existing financial advisors? Conventional practices and economic incentives are so heavily skewed towards modern portfolio...

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Five Questions for Don McNay

Don MaNay is a financial columnist, a Huffington Post contributor and an expert in the field of structured settlements. 

Don’s financial guidance is refreshingly straightforward, filled with good common sense, and geared towards a Main Street audience.  His most recent book is titled Wealth Without Wall Street: A Main Street Guide to Making Money. 

We had an opportunity to speak to Don about his financial practice and his most recent book.  

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New Portfolio Management Technologies Could Further Commoditize Investment Advisory Services

Simple, web-based portfolio management tools have been proliferating over the past couple of years.

As reported recently by Bloomberg, companies such as Folio Investing, MarketRiders and Flat Fee Portfolios are providing subscription-based...

New Health Care Expense Software is Taking Aim at a Retirement Planning Void

There is a strong case to be made for health care as the linchpin of retirement planning.  Virtually every...

An Interview with Jack Marrion and John Olsen, Authors of Index Annuities: A Suitable Approach

Jack Marrion heads a research consultancy focused on the...

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