AAII 2021 Virtual Conference Presentation
I was honored to speak alongside some industry heavyweights at AAII’s 2021 virtual conference. My
RESERACH
Science is simply common sense at its best, that is, rigidly accurate in observation, and merciless to fallacy in logic..
Thomas Henry Huxley
Bond Ladders & Income Annuities: Restoring the Sanctity of Fixed Income
Here is a link to the full article: Bond Ladders & Income Annuities I spent
Optimizing Fixed Annuity Tax Deferral
Here is a link to the PDF: Optimizing Fixed Annuity Tax Deferral. DISCLAIMER: This article
Dividends: Theory and Empirical Evidence
Here is a link to the PDF: Dividends: Theory and Empirical Evidence. OVERVIEW Building on
Dividends Are Different
Here is a link to the pdf: Dividends Are Different. OVERVIEW There has been abundant
Net Unrealized Appreciation (NUA)
Disclaimer: Net unrealized appreciation (NUA) decisions involve both investment and tax considerations. However, the following
Illustrating the Value of Retirement Accounts
This article attempts to clear up some of the confusion around the assumptions, logic, and
Quantifying the Value of Retirement Accounts
This article quantifies the immense value in not having to pay taxes on investment income
Another Pet Peeve: Correlation v Active Opportunity
This article dispels any notion of a relationship between correlations and opportunities for active managers
Stock Misplacement in Size-Based Indices
Here is a link to the PDF: Stock Misplacement in Size-Based Indices. There has been
Retirement Income Generation 101
The following is meant to be a quick summary of retirement income strategies. If you
Tail Risk Hedging
Here is a link to the full article: Tail Risk. Disclaimer: This article discusses unconventional
My “Repackaging” Pet Peeve
Many advisors' portfolios of various funds, strategies, and managers effectively turn out to be the
Zombie Market Primer
I see multiple symptoms of a dysfunctional market whereby product mechanics have displaced due diligence
Foregoing Due Diligence
Robo-advisors and broad market index strategies involves little to no due diligence regarding the price
Tea Leaves: Corporate Cash Trends
This article looks at US corporate cash flow trends. My research indicates easy money is
Shooting Yourself in the Foot with Conscientious Investing Strategies
Many conscientious investing strategies achieve precisely the opposite of their intended goals. Fortunately, there is
Mild Debunking of Sharpe’s Logic
This article exposes significant issues with the logic behind William F. Sharpe's “The Arithmetic of
Structured Financial Planning
Our Structured Investment Income (SII) strategy attempts to extract the primary advantages of annuity and
The Non-credit Crisis
The financial crisis was not the primary driver of the market’s 50% collapse. The real
Asset Allocation: Logic and Math Behind Risk and Return
We discuss why the conventional definition of risk misguided and how traditional asset allocation strategies
Destroying Steady Income
By treating income as an ancillary concern at best, many funds and portfolio managers effectively
More Market Correction to Come
The recent spate of volatility in the global equity markets has caused some uproar amongst
Index Investing: Low Fees but High Costs
Looking deeper into the mechanics and rules of index investing reveals subtle but real costs
Aaron has been published and quoted in:
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Science is simply common sense at its best, that is, rigidly accurate in observation, and merciless to fallacy in logic.
– Thomas Henry Huxley
