Author

Mathew Greenwald

Leading industry researcher and consultant Mathew Greenwald, president of Mathew Greenwald and Associates, continues his series on effective wealth management strategies for demanding high-net worth baby boomers.

Email Mathew Greenwald

Forget asset allocation, move to income allocation

July 01, 2010

My research indicates that advisors use a variety of approaches to produce client income....

An issue of retirement product compensation

June 01, 2010

An executive at a major distribution company recently told me he doesn’t think fee-only financial advisors who recommend immediate annuities should be compensated for the value of the annuity because “they’re not managing anything.”...

A little known retirement provision

May 01, 2010

Almost all of your working clients will soon be confronted with decisions about long term care insurance....

The power and perversity of reduced retirement expectations

April 01, 2010

Most economists believe that the U.S. economy is recovering from the Great Recession....

Innovation in defined contribution options

February 01, 2010

There’s an interesting development in the defined contribution world: the introduction of new and attractive investment options that guarantee participants a minimum level of income for life once they retire....

The boomer blueprint for retirement income

January 01, 2010

The boomer blueprint for retirement income...

Mortality expectations provide real value (Part II)

November 01, 2009

Mortality expectations provide real value (Part II)...

Mortality expectations provide real value

October 01, 2009

We know that a large number of baby boomers are going to retire with barely enough − or not enough − money to meet their needs....

Mortality expectations provide ral value

October 01, 2009

We know that a large number of baby boomers are going to retire with barely enough − or not enough − money to meet their needs. ...