Arnott: ‘100 Minus Your Age’ Asset Allocation Rule All Wrong!
Research Affiliates argues that industry and academia both deny reality in pushing young workers into stocks, particularly through target-date funds.
Using Monte Carlo for Inflation Assumptions in Financial Plans
How to use Monte Carlo simulation’s lognormal distribution tool to make inflation assumptions in a financial plan.
How Financial Planning Saves Clients (and Advisors) From Themselves
How the evolving process of financial planning helps clients (and their advisors) avoid the worst self-inflicted wounds.
How Active Investing Can Keep Portfolios Healthy: Osterweis
A white paper by Osterweis Capital Management points out that while passive investments go up with the market, they also go down with it.
Using Distributions in Monte Carlo Simulation
Looking at some MCS distributions and learning how to use the most appropriate one.
PIMCO’s New CIO Gives Global Outlook, Sees U.S. Energy as Key Tool
CIO Scott Mather and Greg Sharenow say geopolitical volatility is slowing global economy but see U.S. energy as a stabilizing force.
Three Market Realities to Embrace Now
Shrugging off this week's volatility in the stock market because you invest for clients long term? Fine, but be aware of these new fundamentals.
Using Monte Carlo Distributions in Financial Planning
How using Monte Carlo simulation can give you, and your client, a better appreciation for the likelihood of an investment return.
Global Realities Won’t Overcome Investor Complacency: Searching for Alpha for October 2014
Stocks, bonds and credit finished in the red in September, but the current bull market has as much to do with sentiment as fundamentals.
Advisor Prepares Pro Athletes for Life After Sports
Lee Rawiszer creates lifetime plans for incomes at risk of meteoric rises and crashes — sometimes after meeting the client for less than 15 minutes.