Long-term / Retirement Investing

Autonomous Portfolio: A Decumulation Investment Strategy That Will Get You There
Ioulia Tretiakova and Mark S. Yamada
The Journal of Retirement Fall 2017, 5 (2) 83-95; DOI: https://doi.org/10.3905/jor.2017.5.2.083

Individualization of Robo-Advice
Michael Faloon and Bernd Scherer
The Journal of Wealth Management Summer 2017, 20 (1) 30-36; DOI: https://doi.org/10.3905/jwm.2017.20.1.030

Dynamic Choice and Optimal Annuitization
David Blanchett
The Journal of Retirement Summer 2015, 3 (1) 38-49; DOI: https://doi.org/10.3905/jor.2015.3.1.038

Predicting Longevity: An Analysis of Potential Alternatives to Life Expectancy Reports
Jiahua Xu and Adrian Hoesch
The Journal of Retirement Spring 2018, 5 (4) 9-24; DOI: https://doi.org/10.3905/jor.2018.5.4.009

Can Simple Asset Allocation Strategies Outperform the Ivy League Endowments?
Douglas Roberts
The Journal of Wealth Management Fall 2017, 20 (2) 9-15; DOI: https://doi.org/10.3905/jwm.2017.20.2.009

Alpha, Beta, and Now… Gamma
David Blanchett and Paul Kaplan
The Journal of Retirement Fall 2013, 1 (2) 29-45; DOI: https://doi.org/10.3905/jor.2013.1.2.029

Goal-Based Portfolio Optimization
Franklin J. Parker
The Journal of Wealth Management Winter 2016, 19 (3) 22-30; DOI: https://doi.org/10.3905/jwm.2016.19.3.022

Pick Your Battles: The Intersection of Investment Strategy, Tax, and Compounding Returns
Stuart Lucas and Alejandro Sanz
The Journal of Wealth Management Fall 2016, 19 (2) 9-16; DOI: https://doi.org/10.3905/jwm.2016.19.2.009

Human Capital and Behavioral Biases: Why Investors Don’t Diversify Enough
Robert R. Johnson and Stephen M. Horan
The Journal of Wealth Management Summer 2013, 16 (1) 9-21; DOI: https://doi.org/10.3905/jwm.2013.16.1.009

Tail-Risk Management for Retirement Investments
Vineer Bhansali
The Journal of Retirement Winter 2015, 2 (3) 78-86; DOI: https://doi.org/10.3905/jor.2015.2.3.078

Strategies for Managing Retirement Risks
David Laster, Nevenka Vrdoljak and Anil Suri
The Journal of Retirement Summer 2016, 4 (1) 11-18; DOI: https://doi.org/10.3905/jor.2016.4.1.011

Total Wealth Allocation: Liquidity, Longevity, and Legacy
Michael Crook and Matt Baredes
The Journal of Wealth Management Winter 2015, 18 (3) 18-26; DOI: https://doi.org/10.3905/jwm.2015.18.3.018

The Tontine: An Improvement on the Conventional Annuity?
Paul Newfield
The Journal of Retirement Winter 2014, 1 (3) 37-48; DOI: https://doi.org/10.3905/jor.2014.1.3.037