Published Papers

CONTINGENCY FUND: INDIVIDUAL RETIREE RISK MANAGEMENT Journal of Financial Planning December 2022
CRACKING MODERN PORTFOLIO THEORY'S ENIGMA CODE WITH DEDICATED PORTFOLIOS FOR INDIVIDUAL RETIREES Retirement Investor September 2021
TAX-ONOMICS OF SELLING A HOME IN RETIREMENT The Street September 2021
THE MARKOWITZ CONUNDRUM II Advisor Perspectives April 2020
THE MARKOWITZ CONUNDRUM Advisor Perspectives 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 Advisor Perspectives October 2009
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