Analyses for Professionals

From time to time, 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.

 
Topics Download Read Online
Rethinking Retirement "Gap" Analysis June, 2014
How We Sell - and Why We Fail to Sell - Annuities February, 2012
The Roth Conversion Gamble January, 2010
The New Wild West: Integrating Financial and Life Planning in the Second Half of Life August, 2009
Retirement Income Planning Lessons from the Economic Meltdown February, 2009
Piercing the Monte Carlo Mystique in Retirement Income Planning April, 2008
Whither Goes the 403(b) Market in 2008? December, 2007
The Greatest (and Unrecognized) Financial Risk for Retirees October, 2007
Half-Baked Investment Concepts for Retirees June, 2007
Retirement Income Planning, Part 15: Can the Retiree Market Be Profitable for Advisors? April, 2007
Retirement Income Planning, Part 14: Are We Missing the Boat on Retiree Expenses? December, 2006
Providing Personalized Financial Advice to Your Retiring and Retired Employees. November, 2006
Retirement Income Planning, Part 12: The Fallacy of the One Best Solution. October, 2006
Retirement Income Planning, Part 11: Early Retirement Offers as a Special Case and a Special Opportunity. August, 2006
Retirement Income Planning, Part 10: Risk Analysis and Calculation Methods May, 2006
Retirement Income Planning, Part 9: Are New Products a Solution or a Stopgap? April, 2006
Retirement Income Planning, Part 8: What Income Planning Will Look Like in 2010. October, 2005
Retirement Income Planning, Part 7: Toward Truly "Holistic" Planning. May, 2005.
Retirement Income Planning, Part 6: Providing the Information That People Need. January, 2005.
Retirement Income Planning, Part 5: The Right Time to Annuitize. November, 2004.
Retirement Income Planning, Part 4: Beyond Monte Carlo. September, 2004.
Retirement Income Planning, Part 3: Risk and Investment Strategy for Retirees. May, 2004.
Retirement Income Planning, Part 2: A Realistic Comprehensive Planning Model. February, 2004.
Retirement Income Planning, Part 1: What People Want. November, 2003.
Asset Allocation - A New Approach. July, 2003.
Strategies for Liquidating Assets at Retirement. February, 2003.
A Needs-Based Approach to Decisions to Annuitize at Retirement. December, 2002.
A Needs-Based Approach to Post-retirement Withdrawals from Savings. September, 2002.
Asset Allocation for a New Decade. April, 2002.
    
 
 

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