May 21, 2024 Opinion: Why the DOL’s Retirement Security Rule is the emperor of all public policy mistakes Will the DOL’s new Retirement Security Rule advance the interest of retirement investors? Or will it produce the opposite outcome?
March 28, 2023 Commentary: Why Monte Carlo simulations can sell retirement investors short Never lose a client to an advisor who uses Monte Carlo simulations.
June 1, 2022 Commentary: Why we must join together to launch a bold new era of annuity sales growth We are about to enter a new era in personal finance that will be characterized by a sharp focus on risk mitigation.