





















|
 |
 |

-
"Retirement Expert Milevsky Returns to Research Magazine"
Research Magazine,
May 6, 2009, Article by: Janet Levaux
-
"Professor Milevsky Selected as One of IA25 for 2009"
Investment Advisor, May 1, 2009.
-
“The
Skinny On The ‘Shorts’, Role Under Fire”
National Post, October 11, 2008, Article by: Fred Langan
-
“The
name of the game; Stock market simulations help teach
fundamentals of the real thing”
National Post, October 9, 2008, Article by: Jeff Buckstein
-
“Investors
can still play, but better play it safe”
National Post, October 1 2008.
-
“Skuttlebutt about IFLM And Other 'Bucket' Methods”
Retirement Income Reporter, October 1, 2008.
-
“The
Risky Homestretch of Your Career”
Money, October 1 2008, Article by: Eric Schurenberg
-
“How
to Win the Game of Risk”
Money, October 1 2008, Article by: Eric Schurenberg
-
“MFC
Manulife Financial hires Milevsky, QWeMA for advisers”
Canada Stockwatch, September 29, 2008, Article by: Roy Firth
-
“Manulife
Financial Corp - Manulife Investments Launches Product
Allocation Strategy to Help Canadians Better Plan and
Protect their Retirement Income”
Manulife press release, September 29, 2008.
-
“RETIRING: Re-Evaluate Conventional Retirement Strategy”
Dow Jones News Service, September 25, 2008, Article by:
Robert Powell
-
“Retirement
income awards”
Investment News, September 22, 2008, Article by: Evan Cooper
-
“AIG's
cash crisis stokes fear among advisers; Spinoff of firm's
variable annuity business could lead to higher costs,
experts say”
Investment News, September 22, 2008, Article by: Darla
Mercado
-
“The
Retirement Income Industry Association Announces Lifetime
Academic Achievement and Excellence in Communications Award
Winners for 2008”
Market Wire, September 21, 2008.
-
“Retirement
risk zone begins before you leave the workforce; Nest egg
most vulnerable to downturns during integral 10-year period”
Edmonton Journal, September 6, 2008, Article by: Jim Yih
-
“Noted
Authors Will Share Retirement Income Insights and Trends at
RIIA Annual Meeting and Awards Dinner”
MarketWatch, September 5, 2008.
-
“Retirement
Income Products: A Wish List Adding a long-term-care benefit
only modestly increases the cost of a basic annuity, but the
additional protection can BE attractive”
Financial Planning, September 1, 2008, Article by: Joe
Tomlinson
-
“Live
well by plotting out your future”
The Toronto Star, August 30, 2008, Article by: James Daw
-
“Financial
strategies for students”
The Toronto Star, August, 26 2008, Article by: James Daw
-
“Advisors
taking a shine to fixed immediate annuities”
Penton Insight, July 29, 2008, Article by: Alan Lavine
-
"RETIRING: New Way To Look At
Retirement Saving And Spending"
MarketWatch, July 10, 2008, Article by: Robert Powell
-
“SmartMoney: The Risk of Annuities”
The Wall Street Journal Sunday, July 6, 2008, Article by:
Janet Paskin
-
“Leap
of Faith”
SmartMoney, July 1, 2008, Article by: Janet Paskin
-
“Unscrambling
the nest egg ; Thrivent hopes its innovative TRIO retirement
planning tool will help the financial services company grab
a slice of baby boomer investment pie.”
Star-Tribune, June 23, 2008, Article by: Kara McGuire
-
“Assessing
'Arm's Race' in Annuity Riders"
Financial Planning Magazine, June 20, 2008, Article by:
Sonja Ryst
-
“A fool
and his money; Academics decry public's financial ignorance”
National Post, June 14, 2008, Article by: Fred Langan
-
“The
future investment income in all of us; It's time to find
out: Are you a stock or a bond?”
National Post, June 14, 2008, Article by: Jonathan Chevreau
-
“How
to Bulletproof Your Nest Egg: Whether you're approaching --
or already in -- retirement, these strategies can help
safeguard your savings in tough economic times"
The Wall Street Journal, June 14, 2008, Article by: Kelly
Greene
-
“GETTING PERSONAL CANADA: Blame It On Inflation”
Dow Jones News Service, June 13, 2008, Article by: Nirmala
Menon
-
“Jefferson
National Announces Winners of First Annual ''FORERUNNER
Awards''; Recognizing Financial Pioneers who Help Consumers
Save More for Retirement”
Business Wire, May 22, 2008.
-
"Odds
favour variable rates but fear of risk remains: Ultimate
Gamble"
National Post,
April 3, 2008, Article by: Keith Woolhouse
-
"Investing
tips from the world of academia"
The
Globe and Mail,
March 13, 2008, Article by: Larry Macdonald
-
"Built
to a T for younger generation"
Financial Post,
March 1, 2008, Article by: Jonathan Chevreau
-
"Who's
afraid of the retirement risk zone?"
Financial
Post,
February 23, 2008, Article by: Jonathan Chevreau
-
"Building
a house of cards"
Financial Post,
February 23, 2008, Article by: Garry Marr
-
"Inside
Sprott Inc."
The Globe and Mail,
February 21, 2008, Article by: Rob Carrick
-
"Peace
of mind, but
it doesn't come cheap"
The Globe and
Mail,
January 30, 2008, Article by: Gavin Adamson
-
"Betting
on the House: Second mortgage just one way to leverage your
assets"
Financial Post, January 12, 2008, Article by:
Fred Langan
-
"The
Battle for Bragging Rights Begins"
The Globe and Mail,
January 7, 2008, Article by: David Pyette
-
"Accidental
Insurance: It's no accident"
Financial Post,
December 19, 2007, Article by: Garry Marr
-
"Wealth
2k Focuses on Retirement Income"
Annuity Market News, December, 2007, Article by: Kerry
Pechter
-
"Flexible
Anuities: Greener Pastures"
Financial
Adviser, November 29, 2007.
-
"More
complex than meets the eye: Delve into details of annuities
with guaranteed life benefits"
Dow
Jones MarketWatch, November 28, 2007, Article by: Robert
Powell
-
"A
kinder, gentler treadmill: Retire part-time an attractive
option for many"
National Post, November 10, 2007, Article by: Jonathan Chevreau
-
"Boomers
expect to keep working: Few plan to retire early, but it may
happen anyway"
Financial Post, November 7, 2007, Article by: Jonathan Chevreau
-
"'Finsurance'
has room to improve: GMWBs need to address fees, payout
periods"
National Post, November 6, 2007, Article by: Jonathan Chevreau
-
"Meet
the Retirement Geek"
Registered Rep.,
November 1, 2007, Article by: David Adler
-
"Managing
the perils"
CA Magazine, November,
2007, Article by: Christian Bellavance
-
"Retirees
need 80% of their working income: Fidelity survey
frightening, but experts dismiss it"
Financial Post, October 24, 2007, Article by: Jonathan Chevreau
-
"Coping
with withdrawal pains"
Financial Post, October 16, 2007,
Article by: Richard Croft
-
"Harvest
a Rich 401(k)"
Money Magazine, October
9, 2007, Article by: Janice Revell
-
"Manulife
tweaks Income Plus: Life guarantee offers longevity
insurance"
National Post, October 3, 2007, Article by: Jonathan Chevreau
-
"Taking
stock of a liquid bank loan market: Professor sees profit
from early information"
National Post, October 2, 2007, Article by: Jonathan Chevreau
-
"Time
to pay down your mortgages"
Professional Referrals.ca, October, 2007, Article by:
Jim Yih
-
"How
to find a lender that fits your terms"
Financial Post,
September 8, 2007, Article by: Camilla Cornell
-
"Is
it time to lock-in?: Are Variable Mortgages safe? A U.S.
crisis raises new questions"
National Post, September
1, 2007, Article by: Jonathan Chevreau
-
"With
cash, investors must find a happy medium"
The Globe
and Mail, August 4, 2007, Article by: Andrew Allentuck
-
"Debating
new rider in 'finsurance'"
Financial Post, July 23, 2007, Article by: Jonathan Chevreau
-
"Do-It-Yourself Pensions: New products are helping people
turn part of their 401(k)s into a steady paycheck in
retirement..."
The Wall Street Journal, July 14,
2007, Article by: Kelly Greene
-
"Why
Your Paycheck Is Really a Bond"
The Wall Street
Journal, July 11, 2007, Article by: Jonathan Clements
-
"Sweet
Surrender: Stuck with an annuity you don't want? There are
smart ways to sell it; And there are not-so-smart ways"
The Wall Street Journal, July 9, 2007, Article by: Daisy
Maxey
-
"BMO
takes life cycle for a spin: Fund grows more conservative
over time"
Financial Post, June 19, 2007, Article by: Jonathan Chevreau
-
"Trading
in life insurance policies"
Financial Post, June 11, 2007, Article by: Jonathan Chevreau
-
"Time
to take out a little insurance: Are you up to speed on
securities protection?"
Financial Post, June 4, 2007, Article by: Jonathan Chevreau
-
"Canadian
Pension Funds Becoming Buyout Players"
The New York
Times, May 11, 2007, Article by: Ian Austen
-
"Waiting
for boomers to retire: Workers don't want to support
millions who don't"
Financial Post, April 24, 2007, Article by: Jonathan Chevreau
-
"Principal
protection adds appeal to VAs"
Financial Post, April 23, 2007, Article by: Jonathan Chevreau
-
"Host
of options lure buyers: Many mortgage options"
National Post, April 3, 2007, Article by: Ray Turchansky
-
"RRIF
rules have not kept up with society: Rates are falling,
people are living longer"
Financial Post, April 2, 2007, Article by: Jonathan Chevreau
-
"Lots
to like about leverage: True RRSP tales: Moshe Milevsky and
Talbot Stevens"
Financial Post, February 24, 2007, Article by: Jonathan Chevreau
-
"On
the hunt for a sure bet: Baby boomers seek the holy grail: a
guaranteed payout with no risks"
The Globe and Mail,
January 24, 2007, Article by: Mary Gooderham
-
"A
house in Toronto for a loonie? Well, yes, sort of"
Financial Post,
November 29, 2006, Article by: Gary Marr
-
"Retired Boomers won't settle for 70% of income: Income Plus
hybrid aims to guarantee minimum withdrawal benefit"
National Post, October 23, 2006, Article by: Jonathan
Chevreau
-
"A
glutted guessing game: The 'right' amount is an emotional,
as well as an economic threshold"
Financial Post, October 14, 2006, Article by: Jonathan Chevreau
-
"GETTING PERSONAL CANADA: Shifting Focus In Retirement"
Dow Jones News Service, October 6, 2006, Article by:
Nirmala Menon
-
"
'The
number' myth exposed"
National Post, October 6, 2006, Article by: Peter Koven
-
"Insurer jumps on fund wagon: Manulife's Income Plus fills a
niche, but fees are high"
Financial Post, October 5, 2006, Article by: Jonathan Chevreau
-
"Will
you still feed me when I'm 94?"
Financial Post,
October 2, 2006, Article by: Jonathan Chevreau
-
"BMO
Financial Group's Advisory Council on Retirement"
The
Globe and Mail, September 30, 2006, Article by: John
MacNaughton
-
"More
income splitting needed: MP Garth Turner says that would
help 2M seniors"
Financial Post, September 22, 2006, Article by: Jonathan Chevreau
-
"These Boomers are too old: Manulife survey raises
good points, but should leave out those over 60"
Financial Post, September 15, 2006, Article by: Jonathan Chevreau
-
"Battle of the sexes not ready to retire: Gender gap
splits Baby Boomer
saving strategies"
National Post, July 29, 2006, Article by: Jonathan Chevreau
-
"Stick
to portfolio theory or keep clients happy?: Croft responds
to criticism of last week's column"
National Post, June 19, 2006, Article by: Eric Kirzner and
Richard Croft
-
"Never
retire in a bear market: Formula shows financial 'ruin' 14
years faster"
Financial Post, June 17, 2006, Article by: Jonathan Chevreau
-
"Boomers
to play it safe, but not too safe: They're going to seek
investments that boost income as well as security"
Financial Post, June 10, 2006, Article by: Jonathan Chevreau
-
"No need to delay CPP entitlement: Enough cash to
keep rules intact, David Foot says"
Financial Post, June 8, 2006, Article by: Jonathan Chevreau
-
"More
for the leaving: Tridelta's plan rests heavily on mortality
benefit"
Financial Post, June 5, 2006, Article by: Jonathan Chevreau
-
"Hang
tough on mortgages: You could lose a lot when rates drop if
you lock in now"
National Post, May 24, 2006, Article by: Tony Humble
-
"'New thinking is required' as longevity soars: 50%
chance one of a 65-year-old couple will hit 90"
Financial Post, May 13, 2006, Article by: Jonathan Chevreau
-
"Early CPP may vanish: Outrageous that Ottawa may renege
on retirement at 60"
Financial Post, April 29, 2006, Article by: Jonathan Chevreau
-
"Rate
hike costs homeowners $50M"
Financial Post, April 26, 2006, Article by: Garry Marr
-
"Retirement 101"
National Post, April 15, 2006, Article by: Irwin Diamond
-
"Milevsky gets serious in new book: Author tackles
the truisms we take for granted"
Financial Post, April 10, 2006, Article by: Jonathan Chevreau
-
"A Valentine goes out to top-notch advisor: Happy client
offers up Nora McCallum at ScotiaMcLeod"
Financial Post, March 13, 2006, Article by: Jonathan Chevreau
-
"GETTING PERSONAL CANADA: Fixed-Rate Mortgages Gain
Allure"
Dow Jones News Service, March 10, 2006, Article by: Nirmala
Menon
-
"Sorry, wrong number"
Financial Post, February 25, 2006, Article by: Jonathan Chevreau
-
"Canadians
spend more than necessary to service household debts:
Average family loses $1,000"
National Post, October
22, 2005, Article by: Jonathan Ratner
-
"Fix or float: A personal choice"
National Post, October 7, 2005, Article by: Lori McLeod
-
"The
Art of Socking It Away: Besides market risk, those nearing
retirement also must consider longevity risk. Here's a way
of taking both things into account"
On Wall Street,
October 1, 2005, Article by: Peng Chen
-
"Always
the bridesmaid: Spousal RRSPs underused tool for splitting
income"
National Post, August 27, 2005, Article by:
Jonathan Chevreau
-
"Coattail
investing all the rage: Mimic the pros"
National
Post, July 25, 2005, Article by: David Berman
-
"The cash-for-life-deal that gets little notice"
National Post, June 2, 2005, Article by: Jonathan Chevreau
-
"Nobel laureate tackles retirement-income problem"
Investment News, May 9, 2005, Article by: Rick Miller
-
"Quarterly
Mutual Funds Review --- New way to guarantee annuity income
--- regular stream of funds assured despite fluctuation of
market; But feature comes at a price"
The Wall
Street Journal, April 4, 2005, Article by: Kathy Chu
-
"America takes heed of the British pensions
'disaster'"
Financial
Times, February 28, 2005, Article by: Chris Giles and Andrew
Balls
-
"How
your age and earnings can affect Social Security"
Wall Street Journal,
February 14, 2005, Pg. R6,
Article by: Karen Damato
-
"Gauging whether a client is a stock or a bond;
Free tool may help advisers allocate assets more effectively"
Investment News,
February 7, 2005, Article by: Rick Miller
-
"A
do-it-yourself kit for investors: Build your own
equity-indexed annuity"
The Wall Street Journal,
January 26, 2005, Article by: Jonathan Clements
-
"Equity-Index
annuities gain favor despite their
complexities potential and protection give
luster to the
vehicles, but critics blast the details"
Wall Street Journal,
January 6, 2005, Pg. R3,
Article by: Kathy Chu
-
"How
to win The Globe and Mail's One-and-Only contest"
The Globe and Mail, January 6, 2005,
Article by: Moshe Milevsky and Tom Salisbury
-
"Sam
sees Shell as stock to beat; The red and pink dog joins five
other new contenders as Milevsky retires undefeated "
The Globe and Mail, January 6, 2005,
Article by: David Pyette
-
"Milevsky bows out on top: Professor retires after
three straight wins"
Globe and
Mail, January 5, 2005, Article by: David Pyette
-
"Report on Business Index: Wednesday, January 5,
2005"
Globe and Mail, January 5, 2005
-
"Bank-sold wrap accounts don't live up to sales
pitch: Other than for convenience, it's hard to find a good
reason to invest in a wrap, ROB CARRICK writes. Fees are
high, returns mediocre"
Globe and
Mail, December 4, 2004, Article by: Rob Carrick
-
"Variable Annuities: A Bad 'Wrap'?"
Wall Street Journal, October
4, 2004, Article by: Kathy Chu
-
"Calculating Risk of Retirement Woes"
Wall Street Journal, August 31,
2004 Pg. D2,
Article by: Kaja Whitehouse
-
"One Faulty Investment"
Newsweek, August 21, 2004, Article by: Jane Bryant Quinn
-
"Forbes Medi-Tech propels York professor to head of
the pack"
Globe and Mail, July 5, 2004, Article
by: David Pyette
-
"Seg funds cut the risk - but at what price?"
Globe and Mail, June 25, 2004, Article by: Derek DeCloet
-
"Will Finance Professor Clean Up Yet Again?"
Globe
and Mail, April 5, 2004, Pg. B11, Article by: David Pyette
-
"Variable Annuities Draw Scrutiny"
Wall Street Journal, April 5,
2004, Article by: Kathy Chu
-
"For a Conservative Investment, Variable Annuities are
Too Costly"
Wall Street Journal, January 21, 2004,
Article by: Jonathan Clements
-
"Pickin' Prof Wins Again"
Globe and Mail, January 3, 2004, Pg. B 20, Article by: David
Pyette
-
"Does it Pay to Invest Little by Little?"
Wall Street Journal, April 5,
2004, Article by: Kathy Chu
-
"Five Pension 'Myths'"
National Post,
November 14, 2003, Article by: Moshe Milevsky & Mike Orszag
-
"Tax efficiency a myth for funds - For one thing, it means
nothing inside RRSPs"
National Post, October 21,
2003, Article by: Jonathan Chevreau
-
"Mortgage security not that costly"
Globe and Mail,
October 14, 2003, Article by: Rob Carrick
-
"It Pays to Delay: The Longer You Wait To Buy an Annuity,
the More You Get"
Wall Street Journal, September 3,
2003,
Article by: Jonathan Clements
-
"After-tax returns are what matters to fund investors"
The Globe and Mail, May 17, 2003, Article by: Tim Cestnick
-
"Immediate Variable Annuities Present Snags in Tough Times"
Wall Street Journal, April 7, 2003,
Article by: Karen Damato
-
"Taxman twists fund results"
Financial
Post, April 9, 2003, Article by: Jonathan Chevreau
-
"AIC calls for after-tax disclosure"
The
Globe and Mail, April 9, 2003, Article by: Carolyn Leitch
-
"Buying Annuities Makes Sense, But Look Out for These Traps"
Wall Street Journal, January 22, 2003,
Article by: Jonathan Clements
-
"The Uncertain Yield of Untaxed Dividends"
Business Week,
January 9, 2003 , Article by: Christopher Farrell
-
"Oil patch pick prophetic"
The Globe and Mail, January 4, 2003, Pg. C1, Article by: David Pyette
-
"Navigating the RRSP to RRIF transition"
National Post, December 9, 2002, Article by: Jonathan Chevreau
-
"Lunch Money Truths that hit close to home: Academic
Moshe Arye Milevsky dishes up some unpalatable views about
houses investments"
National Post, August 31, 2002, Article by: William Hanley
-
"To float or lock in: the homebuyers' dilemma"
Financial Post, March 30, 2002, Article by: Gary Marr
-
"Retirement Models That Let Reality Bite"
Wall Street Journal, February 20,
2001,
Article by: Jonathan Clements
|
|
 |
|
|
 |