Counterparty risk in the form of investment fraud damages a retiree’s nest egg. Does fraud negatively impact portfolios that are both stock and bond-heavy equally? This study uses Monte Carlo analysis within the Trinity Study framework to determine the average reduction in portfolio success of...

Counterparty risk in the form of investment fraud damages a retiree's nest egg. Does fraud negatively impact portfolios that are both stock and bond-heavy equally? This study uses Monte Carlo analysis within the Trinity Study framework to determine the average reduction in portfolio success of a...

Investment fraud constitutes a major problem in the United States. While several studies have investigated various aspects of fraud, none have analyzed victim characteristics of investment fraud. This study posits five fraud languages that, when used by fraudsters, shut down the perceived need...

This article serves as a meta-analysis to uncover different factors comprising the definition of “profession” from multiple disciplines including medicine, business, and law. Within the literature, four major themes arise that form the basis for what constitutes a profession: knowledge;...

Elder abuse in the United States is all too common, and it is often perpetrated by family members as well as trusted professionals such as attorneys or financial planners. Financial exploitation of elders often goes unreported. This paper investigates the victim and offender characteristics of...

Chapter 1: The coming storm and why you are at risk -- Chapter 2: The Social Security and Medicare Crisis -- Chapter 3: The Government Debt Crisis -- Chapter 4: The Coming Tax Storm -- Chapter 5: The Changing World Crisis -- Chapter 6: The Bernie Madoff - Bad Advisor Risk -- Chapter 7: The AI...

This paper quantifies the effect of fraud shocks on retirement planning outcomes. By using Monte Carlo analysis similar to that in the Trinity Studies of 1998, 2011, and 2015, the present essay estimates fraud effect assumptions on an annual basis to measure the devastation that fraud has on a...