UBS Gets Behind Buckets
Even the most exemplary investment in theory, with high expected returns, doesn’t cut it if your goal is to pay a bill due next month.
Finke: Should Retirees Be Stocking Up on Stocks?
The conventional wisdom of retirement portfolios is to gradually reallocate away from stocks with age. But new research says otherwise.
The Legacy of John Bogle, the Man in the Arena
Few advisors realize that Vanguard founder Jack Bogle is a lot more than just the “index” guy.
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.
15 Best Investing Quotes of All Time
Whether markets are roaring ahead or stumbling off a cliff, good, solid advice is always needed to restrain the euphoria or soothe the panic attack.
Milevsky’s ‘The 7 Most Important Equations’: Book Review
Let me deal with the necessary disclaimers first: I am a huge fan of Moshe Milevsky, a prolific author and my colleague at Research magazine. That said, Professor Milevsky’s new book is a terrific read.
Milevsky’s ‘7 Most Important Equations’ on Retirement Offers 7 Crucial Ideas for Advisors
Moshe Milevsky, whose new book will be released in June, has become a rock star on the advisor lecture circuit. Why?
Finding Financial Crisis Culprits; Selling Advisors Like iPhones: May Research—Slideshow
Research magazine's May cover story, "Finding the Culprits," focuses on derivatives expert Janet Tavakoli and her hard-hitting analysis of who and what caused the financial crisis.
Milevsky: How Much in Risky Stocks vs. Safe Cash?
From a purely mathematical point of view, the “stocks are safer over long periods of time” argument — before Paul Samuelson took an axe to it — went as follows.
2012 IA 25; Investing in Russia; Tech and ROI: May Investment Advisor—Slideshow
May brings the 10th annual IA 25 (well, ninth if you don’t count our special 30th anniversary edition, “Thirty for Thirty,” in 2010), Investment Advisor’s editors’ pick of the 25 most influential people in the industry.