Category Archives: The QWeMA Learning Centre
“How Should I Invest my Retirement Income Portfolio?”
This is the most important question for retirement income planning for advisors and individual investors alike.
And finding optimal answers is at the heart of the work of The QWeMA Group and its founder, … Continue reading
Do you really have a pension plan? Here’s how you can use product allocation to create your own personal pension plan for retirement.
This video provides an introduction to Pensionize Your Nest Egg, the most recent book by Dr. Moshe Milevsky, … Continue reading
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
The transition to retirement presents enormous opportunities for advisors. Let’s look at the issues you and your clients face together.
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
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.”
In QWeMA Group CEO Dr. Moshe Milevsky’s 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