Books

Moshe A. Milevsky has authored a number of academic and practitioner-oriented books. Here is a list of the recent ones.

Pensionize Your Nest Egg: How to Use Product Allocation to Create a Guaranteed Income for Life, 2nd Edition
(Spring, 2015)

9781119025252.pdfREVISED AND UPDATED WITH NEW INTERNATIONAL DATA.
A summary of research on life annuities, longevity insurance, and their role in the “optimal” retirement portfolio. An overview of institutional aspects moves on to discuss valuation issues, and concludes with a comprehensive review of the scholarly literature.

Order from Wiley.

King William’s Tontine:
Why the Retirement Annuity of the Future Should Resemble its Past (Spring, 2015)

k2-williams 450x450 In a time before bonds, treasury notes, or central banks, there were tontines – this book explains how tontines work and the financial and economic thinking behind them, as well as why they fell into disrepute.

Order from Cambridge University Press

Life Annuities: An Optimal Product for Retirement Income
(Spring, 2013)

Life Annuities: An Optimal Product for Retirement Income - MilevskyThis book provides a summary of research on life annuities, longevity insurance, and their role in the “optimal” retirement portfolio. It starts with an overview of institutional aspects, moves on to discuss valuation issues, and concludes with a comprehensive review of the scholarly literature.

Download from the CFA Institute.

Are You a Stock or a Bond?
2nd Ed. (Fall, 2012)

Are You a Stock or a Bond? - MilevskyA revolutionary approach to building your financial portfolio by considering yourself your biggest and most valuable investment asset class. Milevsky illustrates how to integrate investments, insurance, annuities, and retirement plans to generate safe and reliable income.

Order from Amazon

The 7 Most Important Equations
for your Retirement (Spring 2012)

7 Most Important Equations - Milevsky

The 7 Most Important Equations for your Retirement – The Fascinating People and Ideas Behind Planning Your Retirement Income – by Moshe A. Milevsky

The 800 years of scientific breakthroughs that will help salvage your retirement plans.

Order from Amazon

Strategic Financial Planning over the Lifecycle (Spring 2012)

Strategic Financial Planning Over the Lifecycle - MilevskyThis book on personal financial planning and wealth management employs the lifecycle model of financial economics. The central idea of “consumption smoothing” is used to connect chapters and topics such as saving and investment, debt management, risk management, and retirement planning.
Order from Cambridge University Press

Pensionize Your Nest Egg (2010)

Pensionize Your Nest Egg - Moshe Milevsky and Alexandra Macqueen

Pensionize Your Nest Egg: How to Use Product Allocation to Create a Guaranteed Income for Life – By Moshe A. Milevsky and Alexandra Macqueen (2010, Wiley)

Three powerful economic clouds have slowly gathered on the horizon, set to unleash a colossal storm on Canadian Baby Boomers, Gen-Xers, Gen-Yers — and beyond.

Order from Amazon

Your Money Milestones (2009

Your Money Milestones - Milevsky

Your Money Milestones: A Guide to Making the Nine Most Important Financial Decisions of Your Life (2009) – by Moshe A. Milevsky

Financial planning for individuals often comes across as an unrelated collection of confusing decisions, each with their own risks, costs and potential rewards…

Order from Amazon

Are You a Stock or a Bond?
(2008)

Are You a Stock or a Bond? - MilevskyAre You a Stock or a Bond? Create Your Own Pension Plan for a Secure Financial Future introduces a powerful, new framework for protecting your financial future that you can use to systematically reduce your vulnerability to risks – career risks, financial risks, and even the health and personal risks that could lead you to financial disaster – and create long-term financial security.
Order from Amazon

The Calculus of Retirement Income (2006)

The Calculus of Retirement Income - MilevskyThe Calculus of Retirement Income: Financial Models for Pension Annuities and Life Insurance introduces and develops the basic models that underlie the pricing, valuation and use of pension annuities and life insurance. The book is geared towards developing a set of tools that help the reader “solve the problem” of generating a sustainable retirement income that lasts a lifetime.
Order from Amazon

Lifetime Financial Advice:
Human Capital, Asset Allocation
and Insurance (2007)

Lifetime Financial Advice: Human Capital, Asset Allocation and Insurance – by Moshe A. Milevsky co-authored with Roger G. Ibbotson, Peng Chen and Kevin X. Zhu
CFA Institute Monograph

Wealth Logic: Wisdom for Improving Your Personal Finances
(2002)

Wealth Logic: Wisdom for Improving Your Personal Finances - Milevsky– by Moshe A. Milevsky

 

Order from Captus Press

Insurance Logic: Risk Management Strategies for Canadians (2004)

Insurance Logic: Risk Management Strategies for Canadians - Milevsky & Gottesman

– by Moshe A. Milevsky co-authored with Aron Gottesman

 

Order from Captus Press

Money Logic: Financial Strategies
for the Smart Investor (1999)

Money Logic: Financial Strategies for the Smart Investor - Milevsky & Posner

– by Moshe A. Milevsky co-authored with Michael Posner

 

Order from Amazon