Is Giving Clients Free 401(k) Advice Your Hobby?
Both you and your clients deserve a valued and valuable look at their company 401(k) retirement plan assets.
The Active Equity Renaissance: New Frontiers of Risk
One modern portfolio theory pillar that is unquestionably broken is the use of volatility, specifically standard deviation, as a measure of risk.
My Smart Beta ETF Premised on Cats Rang Up an 849,751% Return
I designed my own factor fund as a way of learning about one of Wall Street’s hottest trends — and its pitfalls.
The Rise and Fall of Modern Portfolio Theory
MPT’s ubiquity confirms its legitimacy through social validation rather than empirical evidence.
Advisors Should Consider Alternatives to Publicly Traded REITs
Given REITs’ limitations, consider a wider array of options for clients who have the ability and willingness to invest in less-liquid real estate alternatives.
A Step Backward in Financial Regulation
The Financial Choice Act will make the financial system less safe, and it won't eliminate bailouts in a future crisis.
Investors Are Under Siege
It is not a single item, or event, but the fact that we are being bombarded with supersized issues everywhere.
Understanding the Cult of Emotion
The cult of emotion makes successful active management nearly impossible.
6 Investing Themes Reshaping the Future
With Trump’s agenda mostly stalled, pay attention to stimulus plans, globalization and the aging of the population.
Unusually Low Volatility Can Be Dangerous for Markets
Excessive stability breeds instability down the road.