Award winning Researcher and Wealth Management Expert
Developing white papers and implementing strategies to build conviction among advisors and consumers in the benefits of risk pooling.
Using simulations, surveys, and interviews to create award-winning research on best practices and consumer opinions and behavior
Finding a Better Retirement Income Solution
The Philosophy of Goal-based Investment Planning
Time for RIAs to Rethink Insurance
Helping the financial industry understand effective retirement planning, and translating research on how to build a better life in retirement.
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