List of Articles (or recent mentions):
2022:
Mention |
What is one thing you wish you’d considered before retiring? |
Advisor's Edge, November 2022 |
Mention |
Uncharted Waters - Canada Pension Plan's 75-Year Sustainability Forecast |
The Epoch Times, March 13, 2022 |
2021:
Article 144 |
Advisor's Edge, December 17, 2021 |
|
Article 143 |
Horsesmouth, December 2, 2021 |
|
Article 142 |
Retirement Income Journal, May 6 2021 |
|
Article 141 |
How Sustainable is the CPP? A Panoramic View of the next 75 Years |
Advisor's Edge, May 14 2021 |
2020:
Mention |
Retirement Income Journal, October 8 2020 |
|
Article 140 |
Advisor's Edge, July 16 2020 |
|
Article 139 |
How long until my portfolio recovers from March's COVID sell-off |
Advisor's Edge, June 12 2020 |
Article 138 |
Retirement Income Journal, April 22 2020 |
|
Article 137 |
Advisor's Edge, February 2020 |
2019:
Mention |
Retirement Income Journal, December 12 2019 |
2018:
Mention |
Retirement Income Journal, October 24, 2018 |
2015:
Mention |
Retirement Income Journal, December 16 2015 |
2014:
Article 136 |
Compare
& Contrast: How 22 Retirement Income Scenarios Affect the Sustainable
Withdrawal Rate |
Horsesmouth, USA, December 8, 2014 |
Article 135 |
Purpose-Driven Sustainable Withdrawal Rate |
IMCA, Investment and Wealth Monitor, November/December, 2014 |
Article 134 |
Retired Clients Running out of Money? Don't blame the mandatory Withdrawals |
Advisor's Edge Report, November 2014 |
Article 133 |
Horsesmouth, USA, October 20, 2014 |
|
Article 132 |
Horsesmouth, USA, October 9, 2014 |
|
Article 131 |
Purpose-Driven Sustainable Withdrawal Rate |
NAPFA Advisor Magazine, May , 2014 |
2013:
Article 130 |
Horsesmouth, USA, June 24, 2013 |
|
Article 129 |
Horsesmouth, USA, May 13, 2013 |
|
Article 128 |
How the Sequence of Inflation Can Devastate Retirement Portfolios? |
Horsesmouth, USA, April 22, 2013 |
2012:
mention |
Retirement Income Journal, November 8 2012 |
|
Article 127 |
Horsesmouth, USA, May 21, 2012 |
|
Article 126 |
Horsesmouth, USA, March 12, 2012 |
|
Article 125 |
Horsesmouth, USA, March 5, 2012 |
2011:
Article 124 |
Horsesmouth, USA, August 29, 2011 |
|
Article 123 |
Realistic Retirement |
CA Magazine, Canada, November 2011 |
2010:
Article 122 |
Advisor's Edge Reporter, May 2010; Retirement Income Journal, March 31, 2010
|
2009:
Article 121 |
Red Zone Strategies |
Retirement Income Journal, November 4th 2009 |
Article 120 |
Gray Zone Strategies |
Retirement Income Journal, October 28th 2009 |
Article 119 |
Green Zone Strategies |
Retirement Income Journal, October 20th 2009 |
Article 118 |
In the Green Zone |
Retirement Income Journal, October 14th 2009 |
Article 117 |
The Zone Therapy |
Retirement Income Journal, October 14th 2009 |
Article 116 |
Advisor's Edge , March 2009 |
|
Article 115 |
Horsesmouth, USA, February 5, 2009 |
|
Article 114 |
Advisor's Edge, February 2009 |
2008:
Article 113 |
Society FSP - Retirement Counselling, December 2008 |
|
Article 112 |
Horsesmouth, USA, November 17. 2008 |
|
Article 111 |
Horsesmouth, USA, November 3, 2008 |
|
Article 110 |
Advisor's Edge Report, May 2008 |
|
Article 109 |
Horsesmouth, USA, May 12, 2008 |
|
Article 108 |
Horsesmouth, USA, March 10, 2008 |
|
Article 107 |
Variable Annuity Trends in 2008 |
Advisor's Edge Report, February 2008 |
2007:
Article 106 |
Can the Prevailing PE be a Good Predictor of Portfolio Longevity? |
Monitor, Investment Management Consultants Association, Canada, December 2007 |
Article 105 |
Advisor's Edge, December 2007 |
|
Article 104 |
Planning for the Worst Case Scenario |
CALU - INFOexchange, September 2007 |
Article 103 | Five Warning Signals that a Retirement Portfolio Won't Last |
Horsesmouth, USA, July 23, 2007 |
Article 102 | Monte Carlo Model: Are they Worth the Gamble? |
Monitor, Investment Management Consultants Association, USA, August 2007 |
Article 101 | How Benefits Impact Asset Allocation in Variable Annuities - Part 3 of 3 |
Horsesmouth, USA, October 1, 2007 |
Article 100 | How to Inflation-Proof Variable Annuity Portfolios - Part 2 of 3 |
Horsesmouth, USA, August 27 , 2007 |
Article 99 | How
Variable Annuity Benefits Curb Risk in Retirement Portfolios |
Horsesmouth, USA, June 30 , 2007 |
Article 98 | Canadian Variable Annuities Primer - 5/5 |
Advisor's Edge Report, September 2007, Canada, 2007 |
Article 97 | Annuities
and Inflation Canadian Variable Annuities Primer - 4/5 |
Advisor's Edge Report, Canada, August 2007 |
Article 96 |
(Canadian Variable Annuities Primer) - 3/5 |
Advisor's Edge Report, Canada, July 2007 |
Article 95 | Canadian Variable Annuities Primer - 2/5 |
Advisor's Edge Report, Canada, June 2007 |
Article 94 | Canadian Variable Annuities Primer - 1/5 |
Advisor's Edge Report, Canada, May 2007 |
Article 93 |
The 'Zone' System for Choosing Retirement Income Products, Part 2 |
Horsesmouth, USA, May 21, 2007 |
Article 92 |
The 'Zone' System for Choosing Retirement Income Products, Part 1 |
Horsesmouth, USA, May 14, 2007 |
Article 91 | Monte Carlo Simulators |
Financial Planning, Australia, May 2007 |
Article 90 |
-Bank Investment Consultant, U.S.A., March 2007 -American Banker Online, March 1, 2007 |
|
Article 89 |
Financial Planning, Australia, February 2007 |
|
Article 88 | Planning Roulette - How to Make A Better Monte Carlo Simulator |
Advisor's Edge Report, Canada, February 2007 |
Article 87 |
Horsesmouth, USA, February 1, 2007 |
2006:
Article 86 | Gambling with your Clients' Retirement |
Advisor's Edge Report, Canada, December 2006 |
Article 85 |
Horsesmouth, USA, September 25, 2006 |
|
Article 84 |
Is it Market Timing in Disguise? |
Advisor's Edge Report, Canada, September 2006 |
Article 83 |
Horsesmouth, USA, September 11, 2006 |
|
Article 82 |
CALU - INFOexchange, September 2006 |
|
Article 81 |
14 Withdrawal Strategies That Won't Protect, Extend, or Defend Retirement Income |
Horsesmouth, USA, August 14, 2006 |
Article 80 |
Society Page, SFSP, USA, July 2006 |
|
Article 79 |
Financial Planning, Australia, July 2006 |
|
Article 78 |
Retirement Targets |
Advisor's Edge Report, Canada, July 2006 |
Article 77 |
Horsesmouth, USA, June 12, 2006 |
|
Article 76 |
Quantifying Time |
Advisor's Edge Report, Canada, May 2006 |
Article 75 |
Is it market timing in disguise? |
InvestmentNews, U.S.A., April 3, 2006 Financial Planning, Australia, May 2006 |
Article 74 |
Advisor's Edge Report, Canada, March 2006 |
|
Article 73 |
Historical Growth Rate Assumptions Are Bogus |
InvestmentNews, U.S.A. January 30, 2006 |
Article 72 |
Insurance Insight - Journal of Professional Independent Insurance Agents of Illinois, U.S.A., January 2006 |
|
Article 71 |
Advisor's Edge Report, Canada, January 2006 |
|
2005: |
||
Article 70 |
InvestmentNews, U.S.A. December 5, 2005 |
|
Article 69 |
Financial Planning, Australia, December 2005 |
|
Article 68 | Defining Luck |
Benefits and Pensions Monitor, Canada, September 2005 |
Article 67 | Damage Control - Dealing with the Effects of Time Value of Fluctuations |
Financial Planning, Australia, August 2005 |
Article 66 | With A Little Bit of Luck |
In Focus - Canadian Securities Institute, May 2005 |
Article 65 |
Financial Planning, Australia, May 2005 |
|
Article 64 | Asset Allocation Strategies during Retirement |
In Focus - Canadian Securities Institute, April 2005 |
Article 63 | Growth Rate in Retirement Portfolios |
In Focus - Canadian Securities Institute, March 2005 |
Article 62 |
Financial Planning, U.S.A., February 2005 |
|
2004: |
||
Article 61 |
Financial Planning, Australia, December 2004 |
|
Article 60 |
Financial Planning, Australia, September 2004 |
|
Article 59 |
Financial Planning, Australia, August 2004 |
|
Article 58 |
Increasing Longevity of Retirement Portfolios with Real Return Bonds |
In Focus - Canadian Securities Institute, May 2004 |
Article 57 |
In Focus - Canadian Securities Institute, April 2004 |
|
Article 56 |
In Focus - Canadian Securities Institute, February 2004 |
|
Article 55 |
Retirement
Planning #12 |
Canadian MoneySaver, February 2004 |
Article 54 |
In Focus - Canadian Securities Institute, January 2004 |
|
2003: |
||
Article 53 |
Canadian MoneySaver, November 2003 GlobeandMail.com |
|
Article 52 |
CA Magazine, Canada, October 2003 |
|
Article 51 |
Benefits and Pensions Monitor, Canada, August 2003 |
|
Article 50 | Telltale Signs of A Failing Retirement Plan | GlobeandMail.com, June 3, 2003 |
Article 49 |
A
More Perfect Mix |
Financial Planning, U.S.A., June 2003 |
Article 48 |
CA Magazine, Canada, May 2003 |
|
Article 47 |
GlobeandMail.com, February 18, 2003 |
|
Article 46 |
Financial Planning, Australia, March 2003 |
|
Article 45 |
Financial Planning, U.S.A., February 2003 |
|
Article 44 |
Canadian
Investment Journal, February 2003 |
|
Article 43 |
Retirement
Planning #11: |
Canadian MoneySaver, February 2003 |
2002: |
||
Article 42 |
Retirement
Planning #10: |
Canadian MoneySaver, December 2002 |
Article 41 |
GlobeandMail.com, November 26, 2002 |
|
Article 40 |
A Model Retirement (with corrected charts) |
Financial Planning, U.S.A., November 2002 |
Article 39 |
Benefits and Pensions Monitor, October 2002 |
|
Article 38 |
Retirement
Planning #9: |
Canadian Money Saver, October 2002 |
Article 37 |
Canadian MoneySaver, June 2002 |
|
Article 36 |
Financial Planning, U.S.A., July 2002 |
|
Article 35 |
(2002 CFP Board Article Award) |
Financial Planning, U.S.A., June 2002 |
Article 34 |
(2002 CFP Board Article Award) |
Financial Planning, U.S.A., May 2002 |
Article 33 |
Retirement
Planning #8: |
Canadian MoneySaver, February 2002 |
2001: |
||
Article 32 |
Retirement
Planning #7: |
Canadian MoneySaver, December 2001 |
Article 31 |
Retirement
Planning #6: |
Canadian MoneySaver, November 2001 |
Article 30 |
Canadian MoneySaver, October 2001 |
|
Article 29 |
Retirement
Planning #5: |
Canadian MoneySaver, September 2001 |
Article 28 |
Retirement
Planning #4: |
Canadian MoneySaver, July/August 2001 |
Article 27 |
Retirement
Planning #3: (2001 CFP-Board Article Award) |
Canadian MoneySaver, May 2001 |
Article 26 |
Canadian MoneySaver, February 2001 |
|
Article 25 |
Retirement
Planning #2: (2001 CFP-Board Article Award) |
Canadian MoneySaver, January 2001 |
2000: |
||
Article 24 |
Retirement
Planning #1: (2001 CFP-Board Article Award) |
Canadian MoneySaver, December 2000 |
1999: |
||
Article 23 |
Canadian MoneySaver, December 1999 |
|
Article 22 |
GlobeandMail.com, July 2, 1999 |
|
Article 21 |
Canadian MoneySaver, June 1999 |
|
Article 20 |
Canadian MoneySaver, February 1999 |
|
1998: |
||
Article 19 |
Canadian MoneySaver, September 1998 |
|
Article 18 |
Canadian MoneySaver, June 1998 |
|
Article 17 |
Canadian MoneySaver, May 1998 |
|
Article 16 |
Canadian MoneySaver, March 1998 |
|
1997: |
||
Article 15 |
Canadian MoneySaver, November 1997 |
|
Article 14 |
Canadian MoneySaver, October 1997 |
|
Article 13 |
Canadian MoneySaver, September 1997 |
|
Article 12 |
Canadian MoneySaver, June 1997 |
|
Article 11 |
Are you Paying Your Fund Manager Too Much? |
Money Digest, May 1997 |
Article 10
|
How to beat 90% of all Canadian equity funds: a simple strategy for higher returns on your investment |
Money Digest, April 1997
|
Article 9 |
Canadian MoneySaver, April 1997 |
|
Article 8 |
Canadian MoneySaver, January 1997 |
|
1996: |
||
Article 7 |
Canadian MoneySaver, December 1996 |
|
Article 6 |
Personal Finance, October 1996 |
|
Article 5 |
Canadian MoneySaver, October 1996 |
|
Article 4 |
Globe & Mail: September 17-19, 1996 |
|
Article 3 |
Basics of Dividend Reinvestment and Share Purchase Plans |
Personal Finance, July 1996 |
Article 2 |
Globe & Mail: July 10, 1996 |
|
Article 1 |
Basics of Dividend Reinvestment and Share Purchase Plans |
Personal Finance, May 1996 |
(Note: I retired in 2018 from the financial business. Any designations or professional titles cited in any of my publications are only valid on the date of the publication and do not reflect my current status with respect to these designations and professional titles.)