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Analyses for Professionals
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Several times each year, Still River publishes analyses of current financial topics, market conditions,
and new approaches to solving retirement planning problems. We offer these papers to you here in PDF
format for viewing online and in MS Word format for downloading. We welcome your thoughts on any of these topics.
For information on our book, "Nine Keys to Winning Baby Boomers' Assets at Retirement" , and to order copies, visit our
Nine Keys page.
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The Roth Conversion Gamble January, 2010
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The New Wild West: Integrating Financial and Life Planning in the Second Half of Life August, 2009
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Retirement Income Planning Lessons from the Economic Meltdown February, 2009
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Piercing the Monte Carlo Mystique in Retirement Income Planning April, 2008
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Whither Goes the 403(b) Market in 2008? December, 2007
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The Greatest (and Unrecognized) Financial Risk for Retirees October, 2007
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Half-Baked Investment Concepts for Retirees June, 2007
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Retirement Income Planning, Part 15: Can the Retiree Market Be Profitable for Advisors? April, 2007
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Retirement Income Planning, Part 14: Are We Missing the Boat on Retiree Expenses? December, 2006
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Providing Personalized Financial Advice to Your Retiring and Retired Employees. November, 2006
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Retirement Income Planning, Part 12: The Fallacy of the One Best Solution. October, 2006
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Retirement Income Planning, Part 11: Early Retirement Offers as a Special Case and a Special Opportunity. August, 2006
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Retirement Income Planning, Part 10: Risk Analysis and Calculation Methods May, 2006
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Retirement Income Planning, Part 9: Are New Products a Solution or a Stopgap? April, 2006
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Retirement Income Planning, Part 8: What Income Planning Will Look Like in 2010. October, 2005
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Retirement Income Planning, Part 7: Toward Truly "Holistic" Planning. May, 2005.
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Retirement Income Planning, Part 6: Providing the Information That People Need. January, 2005.
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Retirement Income Planning, Part 5: The Right Time to Annuitize. November, 2004.
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Retirement Income Planning, Part 4: Beyond Monte Carlo. September, 2004.
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Retirement Income Planning, Part 3: Risk and Investment Strategy for Retirees. May, 2004.
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Retirement Income Planning, Part 2: A Realistic Comprehensive Planning Model. February, 2004.
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Retirement Income Planning, Part 1: What People Want. November, 2003.
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Asset Allocation - A New Approach. July, 2003.
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Strategies for Liquidating Assets at Retirement. February, 2003.
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A Needs-Based Approach to Decisions to Annuitize at Retirement. December, 2002.
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A Needs-Based Approach to Post-retirement Withdrawals from Savings. September, 2002.
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Asset Allocation for a New Decade. April, 2002.
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