Scott Campbell – My Course Reports

Welcome

Welcome and thank you for attending our course! Here you will find the academic reports and research that were assigned as your homework. Please be sure to take a moment and read these prior to our next meeting. Some of these articles will reinforce the subject matter we have already discussed and the others introduce new topics that we will cover next in class. Please be ready to discuss the topics contained within these and remember, participation and asking questions are key in your overall understanding of the material.Below the homework items you will also find some additional resources that I’ve found to be helpful and informative. These readings are not required as homework, but I do think you will find them valuable.As always, if you have any questions or need any help at all, feel free to reach out to me. My contact information is listed to the right of this page.


Scott Campbell

  • Phone:
    512-638-9499
  • Email:
    Scott@AustinFirstFinancial.com
  • Website:
    AustinFirstFinancial.com

Homework for courses:


Are 401(k) Investment Menus Set Solely For Plan Participants?

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Evaluating Investments Versus Insurance in Retirement

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The Impact of Leakages from 401ks and IRAs

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Market Risk, Mortality Risk, and Sustainable Retirement

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Mutual funds have invisible costs- UC dDavis

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NAFA White Paper on Annuity Income Opportunities

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NRRI Update Shows Half Still Falling Short

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Numbers

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Optimal Retirement Income Solutions in DC Retirement Plans

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Planning with Certainty

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S&P Historical Performance

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The Top 10 Financial Companies That Need to Win Back Your Trust

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Additional Resources:


AIG Insurance Customers were safe

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Credentials to Look for in a Financial Adviser

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Diminishing Returns: Why Investors May Need to Lower Their Expectations

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Effects of the Economic Crisis on the Older Population

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Effects of the Economic Crisis on the Older Population

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Why Does My Financial Future Want Me To Take This Class Today?

to find out reserve your over-the-phone 15-minute plan review


claim my review now

what type of answers will I get?

download sample retirement and Social Security timeline pages from your home study kit

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