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Archive for Tag: money

Blue bench on colored tile, representing Variable Whole Life Insurance

Should I Get Out of My Variable Whole Life Insurance Policy?

Meet Marcus. Marcus has poured tens of thousands of dollars into his whole life insurance policy. He's sick of paying the expensive premiums - only to see the value of his policy decline! So, what's Marcus to do -...

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Caution: Robo-Advisor Ahead

Considering how much risk (a lot) is required for a given return (a little), there may be better investment opportunities available. This is especially important for clients in retirement – where risk management is paramount to investment return.

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Pension Risk: Is Your Pension Safe?

In a previous post, we discussed three distribution options available to pensioners.  That is, how will you receive the money offered by your pension? While there are multiple ways a pension fund can pay out benefits, we discussed three...

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A Primer on Private Equity

You may already be invested in private equity; large pension plans are very keen on private equity investments. If you have a pension with CalSTRS or CalPERS, or the University of California, you very likely own some private equity...

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