The Advice Business: Make It Personal
Don’t make “The Godfather” your model.
Fatal Retirement Portfolio Mistake: Confusing ‘Optimized’ With ‘Safe’
Moving away from guaranteed income options is a mistake, Seawright says: There's nothing "safe" about 95% success rates when failure means destitution in old age.
Momentum Stocks Stay in Vogue
The sectors that are hot right now suggest that investors are still happy to take risks.
Why Wall St.’s Bullish Stock Stance Is Wrong
Whether your assumption is insidious inflation or dangerous deflation, portfolio manager Ron Surz says, you should expect stock prices to be headed downward.
Easy Formula for Forecasting Equities in 2014
The formula first made famous by Rob Arnott and Peter Bernstein suggests that total return equals dividend yield plus some estimate of expected price changes.
IMCA Honors Five Investment Management Consulting Professionals
Investment Management Consultants Association (IMCA) presented awards to five industry veterans during its annual conference in Orlando, the organization announced Tuesday, May 18.
DESIGNING A BETTER MOUSETRAP
"Even the most brilliant of mathematical geniuses will never be able to tell us what the future holds. In the end, what matters is the...
Back to the Future--Again
It has been five years since veteran investment consultant and celebrated author Peter Bernstein invoked the word "obsolete" to describe the policy portfolio, which encourages...
Retirement Risk Redefined
In a story as poignant as it is telling, an Illinois wealth manager related that he and his two sisters must now provide for their...
Alive and Kicking
Beta's been declared dead for so long, by so many, that it's tempting to dismiss the risk metric as a museum piece. Yes, it's hotly...