Steve's Blog

Subscribe to Steve's Blog

Categories

Archive



First | Previous |
1 | 2 |
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...

Conference Takeaways
Posted By: Steven D. McDonnell Posted On: Apr 18, 2014

Last week I attended the annual LIMRA/LOMA/SOA Retirement Conference in Chicago and I probably should have posted something about it earlier, but I wanted to allow my impressions to percolate for a bit in my mind. Thus I’m hunkering down to share my thoughts with you today...

Solving for Volatility
Posted By: Steven D. McDonnell Posted On: Jan 24, 2014

On Tuesday night, New York City was hit with heavy snowfall, and temperatures this week have fallen into the single digits at times. That’s provided a great opportunity for folks like me to hunker down at their desks and get caught up with long-procrastinated tasks. I’m feeling quite productive!

Some Thoughts for the New Year
Posted By: Steven D. McDonnell Posted On: Jan 05, 2014

I hope you all had a wonderful New Year’s celebration and are jumping into 2014 with optimism. To my mind, there are plenty of things to be positive about: variable annuity players are toning down their risks, other product types are gaining ground, and quite a few observers expect total sales to rise. The growing popularity of Deferred Income Annuities (DIAs) seems to be evidence that some investors have warmed up to the idea of receiving traditional annuity payouts in retirement...

Towards a New Beginning
Posted By: Steven D. McDonnell Posted On: Oct 23, 2013

As I write this, the new Soleares Research web site is not yet up and running, but I figured I’d get the ball rolling with my first blog post just to test out how it feels to write one. My intention is for the blog to be a forum where I can share my thoughts on various issues (not always related to the industry) in a thoughtful, less formal, way...



First | Previous |
1 | 2 |