Robert Merton

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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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  Investing for a Lifetime With Life-Cycle Investing

  By Jane Wollman Rusoff  |  April 29, 2013

  A decade ago, Paula H. Hogan had one of those incredible a-ha moments. It was profound, with deep implications for the advisor’s business—perhaps even for the entire financial services industry.

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  Milevsky: How Much in Risky Stocks vs. Safe Cash?

  By Moshe A. Milevsky  |  April 25, 2012

  From a purely mathematical point of view, the “stocks are safer over long periods of time” argument ­— before Paul Samuelson took an axe to it — went as follows.

• How Much Can Your Clients Afford to Lose?

  By Robert Tyndall  |  February 1, 2012

  John Paulson is a hedge fund hero, and deservedly so. In 2007, he anticipated the collapse of subprime mortgage securities.

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  DFA Shows New Focus on Retirement Planning at Chicago Conference

  By Elizabeth MacBride  |  July 14, 2011

  Fund company rolls out ‘Managed DC’ product for U.S. market, following Bill Bradley speech on U.S. retirement challenges.