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Home 2021 January

Post Archive by Month

Below you'll find a list of all posts from January, 2021

Your Portfolio is Not as Diversified as You Think

Financial investments are based on future expectations regarding returns and risks.  Historical data provides guidelines for estimating both.  While expected …

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Latest Posts

Books on Retirement Finance

June 10, 2021

For Married Couples, Social Security is a Team Sport

February 8, 2021

Your Portfolio is Not as Diversified as You Think

January 7, 2021

Recent Comments

  • Nickbar on Quantifying Your Subjective Beliefs
  • Kiabar on Books on Retirement Finance
  • Jimbar on Quantifying Your Subjective Beliefs
  • Kimbar on Books on Retirement Finance
  • Markbar on Quantifying Your Subjective Beliefs

About Us

  • The Retirement Finance Institute is a unit within The Sisu Advantage 
  • , is a retired business school dean and emeritus professor of finance
  • The Institute is dedicated to helping individuals and families “own their retirement”
  • As owner, you are responsible for retirement assessments, choices, and monitoring
  • We offer resources for DIY (Do-It-Yourself) planning and execution, as well as guidance for outsourcing to professionals.

Recent Posts

  • Books on Retirement Finance June 10, 2021
  • For Married Couples, Social Security is a Team Sport February 8, 2021
  • Your Portfolio is Not as Diversified as You Think January 7, 2021
  • Comparing Countries on Perceptions of Financing Retirement July 27, 2020
  • Present Value of a Growing Stream of Future Cashflows July 6, 2020

Our Events

  • Family Finance
  • Retirement Planning
  • Special Topics

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A Sports Analogy

This site suggests a parallel between owning and running a team in the National Hockey League (NHL) and owning and running your retirement plan.  The series will be presented in several parts over time, and hopefully will provide insights you find helpful.

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