“Exotic Indexes: Built to Sell or Built to Last?”-David Allison, CFA Institute https://blogs.cfainstitute.org/investor/2019/04/03/indexed-annuities-the-exotic-side-of-indexing/
“Tax-Loss Harvesting: Should Investors Believe the Hype?”-David Allison, CFA Institute https://blogs.cfainstitute.org/investor/2018/08/01/tax-loss-harvesting-should-investors-believe-the-hype/
“Do Index Fund Portfolios Live Up to Expectations?”- David Allison, CFA Institute https://blogs.cfainstitute.org/investor/2017/08/23/do-index-fund-portfolios-live-up-to-expectations/
“Are Index Funds The Best Way to Own Preferred Stocks?” – David Allison, CFA Institute https://blogs.cfainstitute.org/investor/2016/11/07/are-index-funds-the-best-way-to-own-preferred-stocks/
“Don’t Forget Taxes When Comparing Dividend Yields” – David Allison, CFA Institute https://blogs.cfainstitute.org/investor/2016/08/22/dont-forget-taxes-when-comparing-dividend-yields/