This page lays out a series of themes that I explore in my writing and research. There are links to a few articles or posts that I have written in a selection of these areas. This list is a work in progress.
Personal Finance and Investing / General
The evolution of personal finance
A few lessons from my 20 years in finance
The Retirement Portfolio Showdown: Jeremy Siegel v. Zvi Bodie (2009)
Work and Financial Independence
Instead of FIRE, consider this
Thoughts on the Financial Independence / Retire Early (FIRE) movement
An optimist’s view of the future of work
Rethinking earnings and consumption through life
When early retirement doesn’t work out
Environmental Issues
The problem with carbon credits
Financial and environmental sustainability
Common sense on climate change
Climate policy, economics, and ethics
Retirement Saving and Pensions
Misleading statistics on the retirement crisis
Rethinking earnings and consumption through life
Misleading Statistics
Misleading statistics (intro to the series)
Misleading statistics on the retirement crisis
Misleading statistics on the economic value of college
Misleading statistics on unemployment
Misleading statistics on college debt forgiveness
Is it useful to discuss the ‘average American’?
Quantitative Finance
Options pricing models
Options-based outlook for the U.S. stock market – April 2019
Attractiveness of hedging the S&P 500 in current conditions– May 2019
Dividend investing
Why dividends matter: a review of recent research (2014)
Understanding the controversy over dividend-based investing (2014)
Low beta investing
The Greatest Anomaly in Finance (2012)
Value vs. growth & P/E ratio
Do stock valuations matter anymore?
Are stocks too expensive to be attractive?
Under-performance of value investing
Is it finally time to bet on value again?
Safe withdrawal rates in retirement
The power of diversification and safe withdrawal rates (2013)
Geoff Considine on Finance and Economics 