Monthly Archives: November 2010

Product Allocation

Product allocation is a must-have conversation with clients nearing or at retirement. The QWeMA Group worked with BlueRush Digital Media to design a calculator user interface to to take a complex financial concept and make it easy for advisors to … Continue reading

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Giving Good Advice

The transition to retirement presents enormous opportunities for advisors. Let’s look at the issues you and your clients face together.

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Understanding Risk in Retirement

The problem of making your income last can be thought of mathematically like a gambling problem. In retirement, you are “making a bet” that your retirement income will last as long as you need it to.
This video considers the concept … Continue reading

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Your Personal Inflation Rate

One way for you to add value with your clients is to determine the specific, personalized rate of inflation they face in retirement. This video explores the concept of a “personal inflation rate.”

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Are you a Stock or a Bond? Human Capital and Financial Capital

In QWeMA Group CEO Dr. Moshe Milevsky‚Äôs 2009 book Are you a Stock or a Bond? Create Your Own Pension Plan for a Secure Financial Future he introduces a powerful new way to understand and approach risk management for individuals … Continue reading

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