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Occam’s – Do the Midterm Elections Matter to the Market?
The 2022 midterm elections are coming up (remember to vote on November 8th). With every
Bob French, CFA
How Do Interest Rates Affect Stock Returns?
The financial media loves to talk about interest rates. There are a lot of good
Bob French, CFA
Retirement Researcher
Retirement Researcher
Retirement Researcher
How Buffer Assets Might Be Able to Help Your Retirement
Investing involves risk. When you put your money to work in the financial markets there’s
Bob French, CFA
Retirement Researcher
Retirement Researcher
Retirement Researcher
Reverse Engineering To Desired Retirement Time Horizons
This article is part of a series; click here to read Part 1. Using the
Wade Pfau, Ph.D., CFA, RICP®
Occam’s – Your Plan is Wrong (And That’s OK)
Planning for retirement is vitally important. And with something this important, many of us want a sense of control. We want to know that our retirement income plan covers all the bases, and that it will smoothly take us through to a successful retirement. But, for most of us, that’s not how it’s going to play out.
Bob French, CFA
When Does a Separately Managed Account Make Sense?
Mass customization is the dream for most industries, and the financial services industry is no
Bob French, CFA
