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Published Papers

CRACKING MODERN PORTFOLIO THEORY'S ENIGMA CODE WITH DEDICATED PORTFOLIOS FOR INDIVIDUAL RETIREES Retirement Investor 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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Investment advisory services are offered through Asset Dedication, LLC, an SEC registered investment advisory firm. Jason Branning, Kelly Jennings, Kristi Tidwell, and Johnson Rhett are investment advisor representatives of Asset Dedication, LLC. Branning Wealth Management, LLC and Asset Dedication, LLC are not affiliated companies. Please read our Disclosures for full details.

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