‘No One Should Expect Returns of 5%’: Research Affiliates
At Research Affiliates’ event, Chris Brightman calls for advisors to lower client expectations.
Faber’s No-Fee ETF — and Why Asset Allocation Doesn’t Matter
Concluding that low cost trumps portfolio optimization, investment quant Meb Faber provides an ETF to meet that need.
10 Tips for Endowment and Foundation Managers to Keep Funds on Track
Mercer Capital's advice to boards is a reminder that oversight and planning are always important.
A Wiser Approach to Alternative Investing
Pay attention to David Swensen's classic advice.
The Right Hedge for Retirement: Annuities
A look at hedge funds and annuities.
Gary Shilling: 4 Warning Flags Threatening U.S. Stocks
There are several foreboding signs of darker times ahead for the market, Gary Shilling warns.
Why Endowment Funds Like Yale’s Are Doing Just Fine
There’s a reason endowment funds underperformed in the current bull market but outperform over market cycles. Here’s how Yale does it.
12 Ways to Build Authentic Confidence
“Part of women's lack of confidence is genetic, the way our brains are wired,” journalist Katty Kay told us.
How to Frame Annuities More Attractively
New research points to ways of increasing annuities' appeal.
The Search for Better 401(k) Advice
The 401(k) system was never really constructed to provide the best retirement savings platform for individuals. But fixing it is a formidable task.