Annuity Analytics: Research Magazine
"How Risky is Longevity? (M.A. Milevsky) Research Magazine, October 2009
"How Much to Allocate to Annuities? (M.A. Milevsky) Research Magazine, September 2009
"What is a Guaranteed Rate Really Worth"? (M.A. Milevsky) Research Magazine, August 2009
"Frustrations of a Variable Annuity Advocate." (M.A. Milevsky) Research Magazine, July 2008
Retirement Income University Series: Research Magazine
"Feast or Famine First?" (M.A. Milevsky)
Research Magazine, December 2007
"Questions to Ask Annuity Wholesalers." (M.A. Milevsky)
Research Magazine, November 2007
"Moral Hazard." (M.A. Milevsky) Research Magazine,
October 2007
"Defined Benefit Pensions: Winners & Losers" (M.A. Milevsky) Research Magazine,
September 2007
"Annuitization." (M.A. Milevsky) Research Magazine,
August 2007
"Longevity Risk." (M.A. Milevsky) Research Magazine,
July 2007
"Spending Buckets and
Financial Placebos." (M.A. Milevsky) Research Magazine,
June 2007
"Inflation Rates and
Retirement." (M.A. Milevsky) Research Magazine, May 2007
"Sustainability and
Ruin."
(M.A. Milevsky) Research Magazine, April 2007
"The Uncertainty of
Death & Taxes."
(M.A. Milevsky) Research Magazine, March 2007
"The Trigonometry of
Retirement Income."
(M.A. Milevsky) Research Magazine, February 2007
"Confessions of a
VA Critic."
(M.A. Milevsky) Research Magazine, January 2007
"How Vulnerable is Your Retirement Monte Carlo to a Black Swan?" (M.A. Milevsky) April 2009
"Will Your SWiP Beat Your ILY?" (L. Aronoff and M.A. Milevsky) December 2008
"Mortgage Financing 2007: What Now?" (M.A. Milevsky and B. Walker) September 2007
"Can Buckets Bail-Out a Poor Sequence of Investment
Returns?"
(M.A. Milevsky) October 2006
"Annuitization: If Not Now, When?"
(M.A. Milevsky) July 2006
"Will the True Monte Carlo Number, Please Stand Up?"
(M.A. Milevsky and A. Abaimova) June 2006
Final version in the online version of the
Journal of Financial Planning
"Retirement Ruin and the Sequencing of Returns."
(M.A. Milevsky with A. Abaimova) February 2006
Updated final version in
National
Underwriter
Spreadsheet Accompanying "Retirement Ruin and the
Sequencing of Returns"
(M.A. Milevsky with A. Abaimova) February 2006
"Will GMWBs Keep-up with Retirees' Inflation?"
(M.A. Milevsky) December 2005
Updated final version in
National
Underwriter
"Hedging
Human Capital."
(M.A.
Milevsky) October 2004
Updated final version in
Advisor's Edge
"Grandma’s
Longevity Insurance."
(M.A.
Milevsky) October 2004
Updated final version in
National
Underwriter
"Houset
Allocation."
(M.A.
Milevsky) September 2004
Updated final version in
Advisor's Edge
"A
Statistical Approach to Annuity Suitability."
(M.A.
Milevsky) July 2004
Updated final version in
Best Reviews
"Mortgage Financing and Liability Allocation." (M.A.
Milevsky) June 2004
"Mortgage Financing: Should You Still Float? Four
Answers."
(M.A. Milevsky) April 2004
Updated final version in
Advisor's Edge
"Is Your Client a Stock or a Bond?" (M.A.
Milevsky) Advisor's Edge, November 2003
"Go with the Float? Fixed-rate mortgages offer piece of mind,
but not much else." (M.A. Milevsky) National Post Business
magazine, April 2001
"Know your true worth: Your biggest investment isn't your
RRSP or pension. It's your job." (M.A. Milevsky) National Post
Business magazine, March 2002
"Pick your Pension: Defined contribution plans let you
grow-or-blow your pension." (M.A. Milevsky) National Post
Business magazine, April 2002
"Basket Case: Despite endless reminders from the experts,
investors are still not diversifying their portfolios." (M.A.
Milevsky) National Post Business magazine,
July 2002
"The Cost of Values: Ethical funds protect human rights and
the environment. Do they protect your bottom line?" (M.A. Milevsky)
National Post Business magazine, August 2002
"What it's worth: Mutual funds advertise their pre-tax
returns, but it's post tax returns that really matter." (M.A.
Milevsky) National Post Business magazine, September 2002
"Your Life's Worth: If you have children, you need life
insurance. But how much is enough?" (M.A. Milevsky) National
Post Business magazine, October 2002
"Back to School: Should you get another degree? Here's how to
figure out if it will pay off." (M.A. Milevsky) National Post
Business magazine, November 2002
Popular
Books by Moshe A. Milevsky:
"Insurance
Logic: Risk Management Strategies for Canadians",
2nd Edition (with A. Gottesman), Captus Press Inc., 2004, Canada
"Wealth
Logic: Wisdom for Improving Your Personal Finances", Captus Press Inc., 2002, Canada
