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Renewing One’s Labors
Posted By: Steven D. McDonnell Posted On: Sep 07, 2018

I’m writing this post, the first on this blog in over a year, on a quiet afternoon at a café in my Astoria neighborhood where I like to have a coffee and think and write. The recent heat wave has let up, thankfully, and the place has a nice mix of local people, sipping and relaxing...

On Executive Function
Posted By: Steven D. McDonnell Posted On: Aug 25, 2017

I’m finishing the writing of this post after having started and stopped it multiple times, usually on plane trips, either for business or vacation. For whatever reason, once I got home, the piece got lost in the shuffle as it were. There’s no coincidence with the fact that it has taken so long for me to complete this work, and the topic of it...

Ten Years after
Posted By: Steven D. McDonnell Posted On: May 27, 2016

I feel like I’m more than a bit late in posting this entry because last month I celebrated the 10th anniversary of Soleares Research being in business. Therefore it would have been most fitting to have published something on this topic then, but, a number of tasks and distractions got in the way...

The DOL’s Game Changer
Posted By: Steven D. McDonnell Posted On: Mar 18, 2016

This post contains some of my thoughts regarding the Department of Labor's new fiduciary standard, which has been hotly debated and is expected to have a major impact on the variable annuity business...

Sneaking One In…
Posted By: Steven D. McDonnell Posted On: Feb 16, 2016

Yesterday I hope you all had a welcome rest from your labors. I don’t take too many breaks from publishing The Soleares Report each year but Presidents’ Day is one of them. I need a rest too now and then! This post will deal with the ups and downs of tracking variable managed-volatility portfolios...

Ruminations, Reflections from the 2015 SOA Annual Conference
Posted By: Steven D. McDonnell Posted On: Oct 16, 2015

I got back this Wednesday from the Society of Actuaries’ Annual Conference held this year in Austin, Texas and thought I’d share some of my takeaways from the event...

Delta Blues
Posted By: Steven D. McDonnell Posted On: May 22, 2015

This post is a follow up to my last one – admittedly on the late side – but I got some great feedback on that one and decided to let the ideas germinate a bit before I put them to paper. Now I am doing so...

IOVA – A Perilous Term?
Posted By: Steven D. McDonnell Posted On: Mar 13, 2015

About a month ago I was catching up via phone with a longtime industry contact, who gave me a little food for thought I figured I’d share with you - it's about the topic of investment-only variable annuities (IOVAs)...

Dealing With Data
Posted By: Steven D. McDonnell Posted On: Sep 26, 2014

Much of the past two weeks I’ve been working on a number of projects, among them updating my spreadsheet of data related to variable insurance volatility-managed portfolios, and I intend to post a second quarter update on Monday. For a number of reasons, this time around I found the compiling exercise a rather tiring and perplexing one...

A Summer Rambling
Posted By: Steven D. McDonnell Posted On: Jul 03, 2014

Temperatures here in New York City have risen of late, as well as humidity, typical of our summers. Last evening we endured torrential rain with thunder and lightning and we’re being hit with the same tonight. Not too many people are on the streets...



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