Published Papers
| Article | Publication | Date |
|---|---|---|
THE MARKOWITZ CONUNDRUM II | Advisor Perspectives | April 2020 |
THE MARKOWITZ CONUNDRUM | May 2019 |
Why Advisors Should Distinguish Base and Discretionary Expenses | Advisor Perspectives | January 2019 |
Crafting Retirement Income that is Stable, Secure, and Sustainable | Journal of Financial Planning | December 2017 |
Using a Hierarchy of Funds to Reach Client Goals | Journal of Financial Planning | December 2010 |
Modern Retirement Theory | Journal of Financial Planning | December 2009 |
Advice as Art | October 2009 |