Investing for a Lifetime With Life-Cycle Investing
A decade ago, Paula H. Hogan had one of those incredible a-ha moments. It was profound, with deep implications for the advisor’s business—perhaps even for the entire financial services industry.
Is Portfolio Theory Dead? Markowitz Stands His Ground
Modern portfolio theory isn’t dead, says theory inventor and Nobel laureate Harry Markowitz.
Milevsky: What Is Your Financial Legacy – Today?
In the beginning, life insurance was perceived as just another gamble, or a game of chance, involving three parties.
My Lunch with Professor Menahem Yaari
Menahem Yaari is an emeritus professor of economics at Hebrew University of Jerusalem and past president of the Israeli Academy of Sciences. He retired from active teaching over a decade ago, but continues to lecture widely and address scholarly conferences around the world. Amongst his many accomplishments and honors, he...
Look at GOP Candidates; Markowitz Defends MPT; 10 Team Building Mistakes: August Research—Slideshow
Author and analyst Nicole Gelinas laments the absence of meaningful debate on the one key issue in today’s economy: the houses of debt Americans are living in. Plus, practical advice on teambuilding, storyselling and more...
Five Good Questions on Portfolio Theory with Hedge-Fund Manager Scott Vincent
The author of “Is Portfolio Theory Harming Your Portfolio” discusses active vs. passive management
David Lau on Ways to Enhance the Tax Efficient Frontier at NAPFA Session
Jefferson National's COO presents a tax deferral twist on Markowitz's efficient frontier at NAPFA Salt Lake.
Beta Morphs From Alpha
When huge amounts of assets pile into managed strategies and everyone starts to invest to replicate that alpha, alpha evolves into beta.
Theorizing Risk with Harry Markowitz
Harry Markowitz is best known for his pioneering work in Modern Portfolio Theory (MPT). He evaluated the impact of things like asset risk, diversification, and...
Will 'new and improved' indices enhance asset allocation?
If you build better indices, the possibility of enhancing asset allocation strategies naturally follows. Why, then-in a world that's minting a new generation of benchmarks...