Speaking
consulting
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
Michael Finke
Award winning Researcher and Wealth Management Expert
Helping the financial industry understand effective retirement planning, and translating research on how to build a better life in retirement.
Research
Recent articles
With Market Volatility, Consider Goals Based Planning
TheStreet
5 Big Problems to Solve Before You Retire
Yahoo Finance
Stop 'Dollar-Cost Ravaging' Your Portfolio in Retirement
Yahoo Finance
Accredited Investors, Tread Lightly
Kiplinger