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From the Portfolioist Book Shelf: Risk Less and Prosper by Zvi Bodie and...
The recently-published book by Zvi Bodie and Rachelle Taqqu, Risk Less and Prosper: Your Guide to Safer Investing, provides a unique perspective on how to meet the challenge of long-term financial...
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The Big Retirement Shift: From Saving Up to Drawing Down
The financial services industry is in a period of substantial change. Low interest rates, new regulations and additional scrutiny are changing the landscape. Perhaps the biggest change is the...
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The Challenge of Long-Term Income: Part II
In Part I of this article, I explained why I have issues with the traditional idea that individuals should provide for their required level of retirement income (beyond what is provided by Social...
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An Alternative Approach for Drawing Income from Your Portfolio
The question of how to safely generate income from a retirement portfolio is one of the most challenging in financial planning. In the days when people had traditional pensions, their employers simply...
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