Mathew Greenwald

About the Author

Mathew Greenwald

Leading industry researcher and consultant Mathew Greenwald, president of Mathew Greenwald and Associates, continues his series on effective wealth management strategies for demanding high-net worth baby boomers.

• Innovation in defined contribution options

  By Mathew Greenwald  |  February 1, 2010

  There's an interesting development in the defined contribution world: the introduction of new and attractive investment options that guarantee participants a minimum level of income...

• The boomer blueprint for retirement income

  By Mathew Greenwald  |  January 23, 2010

  The big boomer issue is the way in which financial advisors produce income for retired clients. The current generation of retirees tends to keep an...

• Mortality expectations provide real value (Part II)

  By Mathew Greenwald  |  November 1, 2009

  Last month, I wrote that one way for advisors to provide additional value to their retired baby boomer clients is to seek ways of using...

• Mortality expectations provide ral value

  By Mathew Greenwald  |  October 1, 2009

  We know that a large number of baby boomers are going to retire with barely enough - or not enough - money to meet their...

• Mortality expectations provide real value

  By Mathew Greenwald  |  October 1, 2009

  We know that a large number of baby boomers are going to retire with barely enough - or not enough - money to meet their...

• Where LTCI should start

  By Mathew Greenwald  |  September 1, 2009

  My research convinces me that boomers will have far higher expectations and greater demands for quality long term care. Having had the good fortune to escape...

• Thinking through the fixed side

  By Mathew Greenwald  |  August 1, 2009

  Research suggests that many advisors and investors do not have a clear strategy for allocating and managing the fixed income side of the portfolio. My firm...

• Retirement lessons never learned

  By Mathew Greenwald  |  July 1, 2009

  Economist John Ameriks says that when an airplane crashes, people do not question the laws of aerodynamics, they investigate what went wrong with the plane....

• The overly cautious retiree: Damned either way

  By Mathew Greenwald  |  June 1, 2009

  Boomers are increasingly cautious investors. With all that's happening, who can blame them? But overly-cautious investors can do just as much damage to their portfolio...

• Undiminished long term optimism

  By Mathew Greenwald  |  May 1, 2009

  Boomers remain stubbornly optimistic, and this should guide the stance advisors take with clients. The Spectrum Group estimated retirement assets lost $2.4 trillion last year, a...