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Enhanced Returns: Timing TIAA Real Estate

  • Post author:Kevin McNab
  • Post published:August 15, 2015
  • Post category:Academic

TIAA Real Estate is a unique account which provides direct ownership interest in commercial real estate.  It offers an asset class not widely available to individual investors.  The returns of…

Continue ReadingEnhanced Returns: Timing TIAA Real Estate

The Value of a TIAA Wealth Management Advisor

  • Post author:Kevin McNab
  • Post published:June 15, 2015
  • Post category:Academic

TIAA and Fidelity offer Wealth Management Advisors (WMAs) to university employees with $500,000 or more in investible assets with their company.  Wealth Management Advisors provide a very basic financial plan…

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TIAA-CREF’s New Ticker Symbols!

  • Post author:Kevin McNab
  • Post published:April 16, 2015
  • Post category:Academic

TIAA-CREF invented the first variable annuity with the CREF Stock Account in 1952.  They subsequently offered nine additional variable annuities along with TIAA Traditional to form ten core investment options…

Continue ReadingTIAA-CREF’s New Ticker Symbols!

Big Changes in CREF: Higher Fees and More Decisions

  • Post author:Kevin McNab
  • Post published:February 11, 2015
  • Post category:Academic

TIAA-CREF recently announced a change to the expense structure of the CREF variable annuities.  Since the inception of CREF Stock in 1952, TIAA-CREF has had a single class low-cost structure…

Continue ReadingBig Changes in CREF: Higher Fees and More Decisions

Financial Planning: It’s Academic

  • Post author:Kevin McNab
  • Post published:December 22, 2013
  • Post category:Academic

Financial Planning for employees who work at a university (or hospitals associated with a university) can be complex not only to the employees, but also to financial advisors not used…

Continue ReadingFinancial Planning: It’s Academic

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