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Fall Conference
Presentations in
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Noted Authors Committee
Recommended Reading
Required
reading for the RMA sm.
RMAsm
candidates will need to obtain a copy of Retirement Portfolios:
Theory, Construction, and Management by Michael Zwecher, published
by Wiley Press.
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Retirement
Portfolios Workbook: Theory, Construction, and Management (Wiley
Finance) by Michael J. Zwecher
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What Investors Really Want,
(view
TABLE OF CONTENTS) by Meir Statman, Professor of Finance
at Santa Clara University and Special Advisor the RIIA Board of Directors, will be available in November. Says Meir, "This book
is about what we want from our investments. This book is about normal investors like you and me. As you read it, you will recognize
the cognitive errors and emotions that stand in your way to smart financial decisions. And you will learn to overcome them." As a
convenience to RIIA Members, you may order the book at the best possible price via the RIIA website. |
The Fourth Turning [Paperback],William Strauss (Author), Neil Howe (Author)
The Fourth Turning continues the project of mapping out the place of generations in history.
Retiring Boomers are not the only lifecycle transition taking place among the generations.
The Fourth Turning puts our (Boomer) transition in a broad historical context of historical seasons.
This framework explains many past mysteries and much like weather forecasting it allows us to see a bit into the future.
Dark as this hour may be, light should be returning - and perhaps on schedule if we are lucky.
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Knowledge and
the Wealth of Nations: A Story of Economic Discovery by David Warsh
David gives an entertaining and precise history of economic thought from
Adam Smith to Paul Romer who ultimately divided economics into people,
ideas and things, instead of labor, capital and land, he touched off a
revolution in the field, one that is still playing out in now-dominant
"New Growth Theory" economics.
Featured at the RIIA Annual Meeting and
Awards Dinner 2008
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Shaping Things
by Bruce Sterling
Bruce Sterling offers a brilliant, often hilarious,
history of shaped things where we have moved from an age of artifacts,
made by hand, through complex machines, to the current era of "gizmos."
Through the book, Bruce asks us to consider how we can create a
sustainable future. Bruce is a Hugo Award-winning science fiction author
and futurist.
Featured at RIIA's 2008 Annual Meeting and Awards Dinner
and RIIA’s Managing Retirement Income 2009 Conference
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Are You a
Stock or a Bond? Create Your Own Pension Plan for a Secure Financial
Future by Moshe Milevsky
"The author presents a holistic framework for
investors and advisors to think about critical issues that impact
investment decisions, such as human capital, mortality risk, and
longevity risk. But even more importantly, Milevsky presents practical
solutions that we can all follow to achieve financial security
throughout our lives. This book is a must-read for everyone in the
financial services industry." - Peng Chen, President, Ibbotson
Associates and RIIA Board Member.
Featured at RIIA's Annual Meeting and
Awards Dinner 2008
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Moshe's latest book, Your Money Milestones: A
Guide to Making the 9 Most Important Financial Decisions of Your Life.
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Worry-free
Investing: A Safe Approach to Achieving Your Lifetime Financial Goals by
Zvi Bodie and Michael J. Clowes
In Worry-free Investing, the authors
argue that most investors should forget about traditional asset
classes--especially stocks--and should abandon traditional approaches to
risk management. Those saving for retirement or for a child's college
education should instead invest in "risk-free" assets.
Featured at
RIIA's Managing Retirement Income Conference 2007
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Financial
Economics by Zvi Bodie, a co-author with Robert Merton and David Cleeton
This book offers an approach balanced among the three
"pillars" of
finance-optimization over time, asset valuation, and risk management.
Featured at RIIA's Annual Meeting and Awards Dinner 2008
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Retirement
Income Redesigned: Master Plans for Distribution: An Adviser's Guide for
Funding Boomers' Best Years by Harold Evensky and Deena B. Katz
For
years, financial planners have focused on helping their clients
accumulate wealth for retirement. Now, as millions of those boomer
clients head into retirement, there is little quality information on how
to manage that wealth in retirement. Evensky and Katz, two of the
nation’s best-known financial planners, asked leading experts to give
advisers a toolkit and roadmap to the new landscape.
Featured at RIIA's
Managing Retirement Income Conference 2008
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Mean Markets
and Lizard Brains: How to Profit from the New Science of Irrationality
by Terry Burnham
This book focuses on behavioral finance and
neuroeconomics with research that investigates behavioral errors that
investors tend to make, and methods to exploit them with disciplined
stock selection strategies.
Featured at RIIA's Managing Retirement
Income Conference 2008
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The
Singularity Is Near by Ray Kurzweil
Continuing the themes of The Age of
Spiritual Machines (1999), Ray Kurzweil further expounds his conviction
that the human being will be succeeded by a super-intelligent entity
that is partly biological, partly computerized.
Featured at RIIA's
Managing Retirement Income Conference 2007
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The Genius of
the Beast: A Radical Re-Vision of Capitalism by Howard Bloom
"The Genius
of the Beast explains the centrality of understanding our client's
emotions. It explains the paramount importance of delivering outcomes
that satisfy those emotions, and of delivering those outcomes in an
ethical manner. This message is fundamental in a time when there’s a
fracture in the investment business as we continue the shift towards
retirement management." - François Gadenne, Chairman of the Board and
Executive Director of RIIA.
Featured at RIIA's Managing Retirement
Income Conference 2009
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Spend ‘Til the
End: The Revolutionary Guide to Raising Your Living Standard - Today and
When You Retire by Laurence J. Kotlikoff and Scott Burns
In Spend 'Til
the End, the authors take a more cheerful tack, guiding the would-be
retiree on the most efficient ways to maintain a decent standard of
living during the golden years.
Featured at RIIA's Managing Retirement
Income Conference 2009
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Unveiling the
Retirement Myth by Jim C. Otar
Here is a fresh look at lifelong
retirement income planning, based on 109 years of market history.
Extensive research shows that many of the fundamental concepts used in
the current retirement planning practice are mostly useless.
Featured at
the RIIA 2010 Spring Conference
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Business Is
Hard; Failure Is Optional: CEOs' Choices and Challenges by Sam Khoury
Intended for CEOs with a genuine desire to transform themselves. This
book was written by a turnaround and crisis-management specialist -- a
successful CEO who wrote it for CEOs and those who envision themselves
as future CEOs.
Featured at RIIA's 2009 Annual Meeting and Awards Dinner
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Annuities for
Dummies by Kerry Pechter, editor of Retirement Income Journal online
magazine and The RIIA Advisory Process by François Gadenne and Michael
Zwecher
This completely revised and updated, plain-English guide is
packed with the latest information on choosing the best annuity for
retirement needs.
Featured at the RIIA Annual Meeting and Awards Dinner
2008
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