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.
Gross ‘Is Our Peyton Manning’: Janus Exec
The fund firm has its eyes on making a touchdown with its first ETF.
Paula Hogan Optimizes Life-Cycle; Michael Finke Retires 4% Rule: May Research—Slideshow
The cover story for Research magazine's May issue, "Investing for a Lifetime, focuses on Milwaukee financial advisor Paula Hogan, whose innovative blending of life-cycle theory and life planning provides a promising path for the future of financial advice.
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.
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.
How Much Can Your Clients Afford to Lose?
John Paulson is a hedge fund hero, and deservedly so. In 2007, he anticipated the collapse of subprime mortgage securities.
DFA Shows New Focus on Retirement Planning at Chicago Conference
Fund company rolls out ‘Managed DC’ product for U.S. market, following Bill Bradley speech on U.S. retirement challenges.