Wade Pfau

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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.

• Portfolios, Planning & the Pursuit of Perfection

  By Bob Seawright, Madison Avenue Securities  |  April 1, 2013

  A look at how advisors can do a better job at giving clients what they really want from a financial advisor.

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  Top 5 Retirement Issues

  By Editorial Staff  |  February 25, 2013

  Investment Advisor talked to several of the main players on the retirement stage to get their thoughts on the big challenges of modern retirement.

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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.

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  FPA Announces Award Winners

  By Marlene Y. Satter, AdvisorOne  |  September 28, 2012

  Among the winners is David King, who will be honored posthumously for his visionary devotion to the development of the financial planning movement as an established profession.

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  Bill Gross vs. the Equity Cult

  By Michael Finke  |  September 25, 2012

  Asking PIMCO founder Bill Gross his opinion of stocks is like asking the late Steve Jobs his opinion of Windows.

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  Five Good Questions for Moshe Milevsky

  By Bob Seawright, Madison Avenue Securities  |  September 17, 2012

  From solving the annuity puzzle to figuring out the best role for GLWBs, the retirement-planning expert has some revealing insights

• Balancing Retirement Risks

  By Michael Finke  |  August 23, 2012

  How much should a new retiree spend each year?

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  Retirement in a Yield-Free World

  By Michael Finke  |  June 27, 2012

  Estimating a retirement income strategy requires a few assumptions including the expected return on invested assets.