"Quantitative Solutions for a Qualitative World"
Newsletters
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Low-Volatility Strategies for a Less Stressful Ride
Some stocks and stock funds may help reduce the volatility in a portfolio.
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Qualified Longevity Annuity Contracts (QLACs)
Worried your retirement might outlast your savings? A qualified longevity annuity contract could provide an income stream later in life.
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Caught in the Middle: The Sandwich Generation
Tips to help balance the competing demands of saving for retirement and providing financial support to adult children and aging parents.
Calculators
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Personal Inflation Rate
Is your personal inflation rate higher or lower than the CPI?
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.