David Blanchett

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  Paula Hogan Optimizes Life-Cycle; Michael Finke Retires 4% Rule: May Research—Slideshow

  By Editorial Staff  |  April 30, 2013

  The cover story for Research magazine's May issue, "Investing for a Lifetime, focuses on Milwaukee financial advisor Paula Hogan, whose innovative blending of life-cycle theory and life planning provides a promising path for the future of financial advice.

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  Michael Finke: Is the 4% Rule Folly?

  By Michael Finke  |  April 29, 2013

  What began as a good-faith exercise to point out the risks from withdrawing too much each year from a retirement portfolio has gained a mythic and potentially unhelpful place among advisors.

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  When to Begin Social Security? Even Advisors Aren’t Sure

  By John Sullivan, AdvisorOne  |  March 28, 2013

  Here's a scary thought: Social Security is the largest source of retirement income for most Americans. Just as troubling is the confusion over when to start taking it.

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  What’s an Advisor’s Value?

  By Michael Finke  |  January 23, 2013

  A recent survey conducted by Fidelity Investments found that only 57% of clients felt their advisor provided value during “recent market conditions.”

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  Finke Study Warns: 4% Retirement Rule Is Dead, Long Live Annuities

  By Gil Weinreich, AdvisorOne  |  January 17, 2013

  A retirement income portfolio based on the popular 4% rule has a 57% chance of failure based on current returns. "The bottom line is that the current low-yield environment is a retirement income game changer," the study's co-author, Michael Finke, says.

• Dividend Limits

  By Michael Finke  |  October 24, 2012

  High dividend strategies seem to go in and out of favor.

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  New Retirement Pro Emerges From Altered Landscape

  By Ellen Uzelac  |  October 24, 2012

  How do you provide high-level retirement income advice to your clients? It’s a single question with multiple answers, and it could be an advisor’s toughest challenge.

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  Efficient Investing Results in 29% More Income: Morningstar

  By Danielle Andrus, AdvisorOne  |  September 20, 2012

  Referring to this extra income as “gamma,” Morningstar noted that this increase is equivalent to 1.82% bump in annual returns.

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  Morningstar Finds Big Problem with Replacement Rate Calculations

  By John Sullivan, AdvisorOne  |  June 12, 2012

  Not all replacement rate studies are the same, and that could seriously hurt your clients.