Description: Many experts tout the benefits of index investing, but history tells us that when enough investors do the same thing it tends to end badly. Stay tuned!

Description: International Foundation of Employee Benefit Plans research shows that financial education programs succeed when customized to and convenient for the audience.

Description: Investment Fallacies: The "Dollar Bill" Fallacy

Description: We discussed impacts of procrastination and strategies to harness the power of inertia to aid individuals in their pursuit of future financial well-being.

Description: Three papers use sophisticated actuarial methods to develop a straightforward retirement income strategy that can be implemented in virtually any IRA or 401(k).

Description: This paper is Part 1 of a two-part submission. Part 2, “An Alternative Approach to Capital Allocation,” discusses using risk-replicating techniques that directly calculate the cost of capital. Such techniques can be used as a substitute for capital allocation. This paper expands upon current capital analysis by introducing a practical approach that considers the objectives of all stakeholders of an insurance company in setting appropriate capital targets.

Description: Investment Fallacies: The Fallacy of the Fed Model

Description: Invest Fallacies: Active management overall performs different than passive management

Description: This article explains the evolution of robo- advisers as a source of financial advice and evaluates their strengths and weaknesses relative to human advisers.

Description: The article offers a more nuanced approach to caregiving as the population ages, suggesting our current focus on planning leaves out most people. Instead find solutions for non-planners!