Posts Tagged MarketWatch
David Blanchett, CFA, CFP®, AIFA, is the head of retirement research for Morningstar Investment Management. Passion/Expertise: David is part of an up and coming group of retirement thought leaders – truly a breath of fresh air – along with Wade Pfau, Michael Finke and others, who challenge us to go beyond targeting 80% replacement rates, […]
Continue Reading →Tags: AIFA, American College, annuities, CFA, CFP, Chairman of the Advice Methodologies Investment subcommittee, David Blanchett, financial planning, Investment News, Journal of Financial Planning, MarketWatch, Money Magazine, Montgomery-Warschauer Award, Morningstar Investment Management, portfolio asset allocations, propabilities of success, retirement plans, Retirement research, RetireMentor, systematic withdrawals, tax planning, University of Chicago Booth School of Business, visionary, Wall Street Journal
Posted in: Lifetime Income, PLAN for Retirement Readiness, PROTECT from Retirement Risks, PROVIDE Retirement Income, Retirement Distributions, Retirement Spending
Leave a Comment (0) →Sandra Timmermann, EdD is a Doctor of Education and a nationally-recognized gerontologist with a focus on aging and its relation to business. Passion/Expertise: Sandy’s areas of expertise are focused on global demographic changes and on retirement life stage issues on subjects ranging from retirement finances, family needs and intergenerational relationships, housing and aging in place, […]
Continue Reading →Tags: AARP, American Society on Aging, Bloomberg, Business Forum on Aging, Doctor of Education, EdD, Financial Gerontology, Financial Service Professionals, gerontologist, Gloria Cavanaugh Award, MarketWatch, MetLife Mature Market Institute, National Alliance for Caregiving, New York Times, Sandra Timmermann, SeniorNet, USA Today, Wall Street Journal, What's Trending in the Field of Aging, White House Conference on Aging
Posted in: PROTECT from Retirement Risks, Successful Aging
Leave a Comment (0) →Michael Falk, CFA, CRC®, is a consultant and partner with the Focus Consulting Group (and our resident retirement contrarian). Passion/Expertise: Michael is an engaging, creative asset management professional, and offers equally engaging presentations and materials on retirement topics, behavior, asset allocation research and portfolio development expertise. The asset consulting perspective acknowledges that the wisdom of […]
Continue Reading →Tags: asset consulting, asset management, Behavioral finance, CFA Institute, CFA Society of Chicago, DePaul University, Financial Management Association, Financial Management Association (FMA), FMA, Focus Consulting Group, global macro hedge fund, Investment Management, MarketWatch, Michael Falk, michael falk cfp crc, PDDARI
Posted in: Lifetime Income, PLAN for Retirement Readiness, PROTECT from Retirement Risks, Retirement Coaching
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