White Papers:

Click on the link below to read the green edition:

Analysis of Structured Products in the Context of their Historical Performance, January 15, 2012

Determinants of Growth in Distribution Portfolios: A  Non-Gaussian Analysis, December 5, 2011 (Updated: April 1, 2013)

Perpetual Distribution Rates for Foundations, Endowments and Charitable Trusts: A Non-Gaussian Analysis, May 30, 2011
Retirement Income Accumulation: Non-Gaussian Analysis of Accumulation Strategies and Product, March 15, 2011
Lifelong Retirement Income: Cost of Excluding Variable Annuities, April 11, 2010

Variable Annuities: Comparing the Step-up Methods, September 1, 2009 (Updated: January 28, 2012)

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(Note: I retired in 2018 from the financial business. Any designations or professional titles cited in any of my publications are only valid on the date of the publication and do not reflect my current status with respect to these designations and professional titles.)