By Joe Delaney In the world of finance, the efficient frontier represents a set of optimal portfolios that operate the highest expected return for a defined level of risk. Modern portfolio theory suggests that rational investors will choose a
Articles by Joe
Life After Retirement: 5 Questions to Ask Before Retiring
How much have you thought about life after retirement? Many people think about when to retire. But in my experience as a Registered Life Planner and Financial Lifeguard, I’ve found that few go beyond the question
What’s Your Life Plan?
Since 2020, International Living Magazine has reported a huge increase in people expressing interest in retiring abroad, particularly Europe. If you’re part of that trend, let me introduce you to two good friends of mine who have done more than just
Have You Thought about WHERE to Retire?
Lately, I’ve been thinking about retirement … no, not in that sense. I love what I do and plan to do it for years to come. It’s just that life in the U.S. this year, from the pandemic to more raging fires here in California to a tumultuous
Going Beyond Money to Find Meaning in Retirement Planning
In October of 2018, I had the opportunity to attend the annual BAM National Conference, a gathering of like-minded professionals who ascribe to the ethical, evidence-based values of the BAM advisor community. One speaker’s talk about
How to Assess the Top Five Risks in Retirement
By: Buckingham Strategic Wealth The single biggest risk retirees face is using up all their resources in retirement. The good news is there are options to mitigate that risk. For many, the vision of a successful retirement is having the
