Professional Alliance Brings Inflation-Indexed Defined Benefit Substitute to Individual Investors
Paula Hogan's involvement was central in creating an alliance between NAPFA and Hueler Companies to bring a competitively priced and inflation indexed defined benefit pension substitute to individual investors.
NAPFA press release: Income Solutions® Alliance
HFM Memo to clients About the Alliance
Paula's Articles On This Topic
- Human Capital and the Theory of Life-Cycle Investing
By Paula H. Hogan, AAII Journal, May 2008- The Emerging New Model for Wealth Management
By Paula Hogan, CFA and Zvi Bodie, PhD, Private Wealth Management, March 2008- Houston, We've Landed - Article adapted from Paula Hogan's introductory remarks
on Life Cycle Investing at the 2007 NAPFA West Region Conference- Journal of Financial Planning article: Life-Cycle Investing is Rolling Our Way
- HFM Quarterly Note: Life-Cycle Investing Part I
- HFM Quarterly Note: Life-Cycle Investing Part II
- Journal of Financial Planning Article: Insurance-Based Investment Products
Link to Income Solutions® website
Conference on The Future of Life-Cycle Saving And Investing, Boston University School
of Management, sponsored by Boston University, Boston Federal Reserve
Bank of Boston, and the Research Foundation of the CFA Institute.2008: Retirement Phase of the Life-Cycle
(More links to follow after the October 2008 conference.)2006: Investing Phase of the Life-Cycle
- Link to videos of the dinner speeches by Professors Merton and Samuelson,
and the academic papers supporting the conference discussions.- Link to videos of conference presentations and discussions
Related Articles
- Perspectives On Retirement Planning And Consumption: The SOA Recently Held A
Roundtable On The Lifecycle Model Of Investing And Saving. By Steven Siegel- Investment News Article: NAPFA to offer Platform for Low-Cost Annuities
- Financial Planning Article: NAPFA Teams Up to Offer Annuities to Members
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