This paper covers some issues related to safe withdrawal rates and a paradox associated with them.
2.) The Value of Rebalancing by Richard Westhelle
Date: 4/22/2010
This paper goes over how rebalancing works, why it is important and how it adds value to an investor's portfolio.
3.) Travel Insurance by Andrea Anselmi
Date: 6/2/2010
This paper covers the benefits of travel insurance, and whether it may make sense for you to purchase it before you take your next trip.
4.) Protecting Yourself From Inflation in a Low Interest Rate Environment by Richard Westhelle
Date: 1/21/2011
This paper talks about what an individual investor can do to protect him or herself from inflation in a low interest rate environment, particularly during retirement, or in a conservative portfolio, where fixed income is important.
5.) How Can We Guard Against a Repeat of 2008? by Stephen Craffen
Date: 5/24/2011
Steve offers his insight about what happened during the financial crisis in 2008 and why the majority of asset classes all declined. He also explains what can be done to help mitigate such risk in one's portfolio.