Writings
2019 Asset Class Performance
2019 was an absolute double digit gain for almost every main asset class. How'd they perform relative to each other?
Reverse Mortgage as a Qualitative Estate Planning Tool?
Home Equity Conversion Mortgages ('Reverse Mortgages') have been widely used as a method for tapping home equity as part of a retirement distribution strategy. But how about for estate planning?
Retirement Income Strategy: Event Segmented vs. Time Segmented
Converting a retirement income portfolio from accumulation to distribution can be nerve wracking. A widely accepted approach has been to segment it in time intervals, but what psychological value might there be in segmenting it out by events?