Category Archives: The QWeMA Learning Centre

Case Studies in Retirement Income Planning: Understanding the Sustainability and Legacy Tradeoff

“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

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Do you Really Have a Pension Plan? What should you do if you don’t?

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

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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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