01.07.09

White paper on retirement security updated

Posted in Uncategorized at 3:31 pm by Administrator

As I promised, I have updated the original white paper of Sept 07 to reflect events since the imploding of the market, recession, and new administration coming on board. Ironically, much of what I wrote then very much applies today. The fundamental forces of demographics, globalization and its impact on asset prices, market volatility, longevity risk and so on, are still are the forefront in terms of retirement security. But we are at an important crossroads with the direction the new Obama administration takes, which will inform retirement security in the future.

The current stimulus plan, with virtually something in it for everyone, will drive future choices. We’ll have to wait and see how things shake out.

For those who purchased the first edition, I promised “upgrade” pricing. Inquire if this applies.