March/April 2009—Spending

Year Published: 


Feature Articles
Alpha/Beta Separation: Getting What You Pay For, Robert F. Whitelaw, PhD, Salvatore J. Bruno, and Anthony B. Davidow, CIMA®
Balance Sheet Financial Planning, Jarrod W. Wilcox, PhD, CFA®
Charitable Giving and Donor-Advised Funds, H. G. Mumford, Jr.
The Difference between Measuring and Managing Investment Results, David B. Loeper, CIMA®, CIMC®
How Do We Ensure That Our Clients Don't Outlive Their Money? Irvin G. Schorsch III, CIMA®, CFP®, AIF®
Social Security: Unique Strategies, James M. Weil, CIMA®, CFP®, ChFC, and Andrew S. Williams, JD
Special Considerations for Private Foundation Investment Accounts, Jeffrey D. Haskell, JD, LLM
Spending Policy: Is 4 Percent the Best You Can Do? Rex Macey, CIMA®, CFA®
Spending Rules and Bad Markets: What's at Stake? John S. Griswold, AIF®, and William F. Jarvis, JD
Understanding Safe Withdrawal Rates, Michael E. Kitces, MSFS, MTAX, CFP®, CLU, ChFC, RHU, REBC, CASL, CWPPTM
Why Annuities? An Argument for the Annuity as a Retirement Planning Tool, Laura Truncellito