Level of Complexity: Intermediate
Yuanshan Cheng, PhD, CFP, CFA, FRM
Assistant Professor of Finance
Winthrop University
Samantha Lamas
Behavioral Researcher
Morningstar
Andrew Scott
Assistant Professor of Finance
Saint Mary's University of Minnesota
A Comparison Study of Individual Retirement Income Bucket Strategies; Author: Yuanshan Cheng
What Investors Value and What Advisors Think Investors Value; Authors: Samantha Lamas, Ryan O. Murphy, Ray Sin
Are Optimistic Investors Smarter and Alone; Author: Andrew Scott