Category: examples

Some important aspects to consider when deciding about insurance purchases

After a generic intro, a few key factors of policy alternative evaluations will be scrutinized, using the example of a 25 year old healthy woman who is concerned about …

Ellen Roseman published good articles in the Toronto Star lately (here and here) about longevity risks, and how it can be addressed by annuities. Below is my email sent to her. I wrote the …

Invitation to a conference dealing with annuities and optimal allocation in retirement provides an opportunity to evaluate two special calculators, one (from a major Canadian insurer) kept for financial advisors and insurance agents/brokers, while the other freely available for anyone …

It became obvious recently that relying on the lessons of recent history only can gravely mislead us. Real life examples and review of both historic and long-term made-up scenarios can help in finding best personally viable asset-allocation strategies, and protect …

One of the trappings of planning is that memories of the past, especially the most recent ones, constrain our ability to even consider potential futures significantly different from what we already know; it’s very beneficial to fight this tendency. Related …

Selection of a few excerpts from newsletters during the last decade are meant to illustrate the benefits of the broad-based, holistic, systemic approach. It’s also a demonstration of the falsity of claims that the current crisis was unpredictable.