Skip to main content

Alpha, Beta, and Now…Gamma

DAVID BLANCHETT & PAUL KAPLAN
August 28, 2013

When it comes to generating retirement income, investors arguably spend the most time and effort on selecting "good" investment funds/managers—the so called alpha decision—as well as the asset allocation, or beta, decision. However, alpha and beta are just two elements of a myriad of important financial planning decisions for the average investor, many of which can have a far more significant impact on retirement income. We present a concept that we call "Gamma" designed to quantify the additional value that can be achieved by an individual investor from making more intelligent financial planning decisions.

Case Study

Jan 30, 2023
Jamie Upson, President & CEO of Stonehearth Capital Management, discovered the benefits of using annuities...

Case Study

Jan 24, 2023
Tim Brown of 360 Family Office discovered the power fee-based fixed index annuities as an...

Article

Dec 20, 2022
There’s a common retirement rule of thumb that you should withdraw 4% of your savings...

Video

Jun 03, 2022
Founder and CEO of DPL Financial Partners, David Lau, explains why generating retirement income is...

Video

Jun 07, 2022
Founder and CEO of DPL Financial Partners, David Lau, explains the benefits Commission-Free annuities provide...

Video

Jun 01, 2022
Founder and CEO of DPL Financial Partners, David Lau, shares how our Product Discovery Tools...

Video

Jun 10, 2022
Founder and CEO of DPL Financial Partners, David Lau provides tips on how to share...

Video

May 31, 2022
Vice President of Member Success, Tim Rembowski, shares how DPL can help financial advisors adjust...

Video

Jun 10, 2022
Vice President of Member Success, Tim Rembowski, debunks a common misconception that implementing Commission-Free annuities...

DPL


©2023 DPL Financial Partners, LLC. All rights reserved.

DPL Financial Partners does business in the state of California as DPL Insurance Solutions
under California License #0M42434.

Securities offered through The Leaders Group, Inc. Member FINRA / SIPC
26 W. Dry Creek Circle, Suite 800, Littleton, CO 80120 • 303-797-9080
DPL Financial Partners is not affiliated with The Leaders Group, Inc.

Check the background of this firm on FINRA’s BrokerCheck.

FOR REGISTERED INVESTMENT ADVISOR USE ONLY. NOT TO BE USED FOR CONSUMER SOLICITATION PURPOSES.