Past Winners

The Call for Papers competition, on which the Financial Frontiers Awards are based, started in 2002. All past winners are listed here.

Financial Frontiers Awards


2008

The Hedonic Pleasure Index™: An Enhanced Model for Spending Inflation
By James A. Shambo, CPA/PFS

Who Is Planning for the Planner? Becoming Consumers of Our Profession
By Richard S. Kahler, CFP®, ChFC, CCIM 

Calculating After-Tax Asset Allocation Is Key to Determining Risk, Returns, and Asset Location
By William Reichenstein, Ph.D., CFA 

A Phased-Income Approach to Retirement Withdrawals: A New Paradigm for a More Affluent Retirement
By Charles D. Robinson, CFP®

Emphasizing Low-Correlated Assets: The Volatility of Correlation
By William J. Coaker II, CFP®, CFA®, CIMA® 

2007

Determining the Optimal Distribution Glide Path
By David M. Blanchett, CFP®, ChFC, CLU, AIF®, CFA, QPA

Beyond Monte Carlo Analysis: A Replacement for a Poor Practice
By Shawn Brayman, BSc, MES

Is There a "Safe" Withdrawal Rate in Retirement with Required Minimum Distributions?
By John J. Spitzer, Ph.D.
Judges' Grant

Income Harvesting Strategy: Achieving Inflation Adjusted Income from a Lump Sum Asset
By Zachary S. Parker
Judges' Grant

2006

Optimal Withdrawal Strategies for Retirees with Multiple Savings Accounts
By Stephen Horan, Ph.D., CFA

Risk Management for the Family: The Desirability of Long-Term Care Insurance
By Joel Gold, Ph.D., CFP®; John Herald, and David VanderLinden

Optimal Rebalancing Frequency for Stock-Bond Portfolios
By William Desormeau, Jr., and David Smith, Ph.D., CFA

Managing Withdrawals Given Portfolio Constraints
By John J. Spitzer, Ph.D.; Jeffrey C. Strieter, Ph.D.; and Sandeep Singh, Ph.D., CFA
Judges' Grant

Covered Calls and Protective Puts: Hedging Your Bet or a Financial Train Wreck?
By Karyl B. Leggio and Donald Lien
Judges' Grant

Call for Papers


2005

Passive Investing: The Emperor Exposed?
By Christopher Carosa, CTFA
Category: Planning Techniques, Academic

Post-Modern Portfolio Theory
By Pete Swisher, CFP®, QPA, and Gregory W. Kasten, M.D., CFP®, CPC, AIFA®
Category: Planning Techniques, Practitioner

How Interpersonal Skills and Organizational Management Can Reduce Stress and Burnout for Financial
Planners
By Joy Koesten, Ph.D.
Category: Practice Management

Quantum Planning
By Ross Levin, CFP®
Category: Future of the Profession

2004

Decision Rules and Portfolio Management for Retirees: Is the 'Safe' Initial Withdrawal Too Safe?
By Jonathan Guyton, CFP®
Category: Planning Techniques, Practitioner

Mutual Fund Expense Ratios: How High Is Too High?
By Eric Haas
Category: Planning Techniques, Academic

My Final Exam
By Dan Moisand, CFP®
Category: Future of the Profession

Making the Leap: Starting Your Own Firm
By J. Mark Joseph, CFP®, ChFC, CLU, CPA, PFS
Category: Practice Management

2003

Hedge Funds: What Drives Their Returns?
By Dean T. Umemoto, CFP®, ChFC, CLU
Alejandro Murguía, Ph.D., M.Phil.
Category: Planning Techniques

Strategic Personal Career Planning: An Entry Point for Students of Financial Planning
By Michael Anderson
Category: Student

2002

Changing Equity Premium Implications for Wealth Management Portfolio Design and Implementation
By Harold Evensky, CFP®
Category: Planning Techniques

The Urge to Merge: Insights from a Sole Practitioner's Search for Partners
By Dan Moisand, CFP®
Category: Practice Essentials

Integral Finance: A Framework for a 21st Century Profession
By Richard B. Wagner, J.D., CFP®
Category: Future of the Profession