Close Close
Popular Financial Topics Discover relevant content from across the suite of ALM legal publications From the Industry More content from ThinkAdvisor and select sponsors Investment Advisor Issue Gallery Read digital editions of Investment Advisor Magazine Tax Facts Get clear, current, and reliable answers to pressing tax questions
Luminaries Awards

Life Health > Life Insurance


Your article was successfully shared with the contacts you provided.

Suppose everything you’ve been taught about investing is wrong. What then?  

What if one only needs one investment in a carefully selected stock or fund — would you buy into that idea? Could Modern Portfolio Theory be, well, in some cases, a little bit wrong

Have you ever tried taking a good mutual fund back years and years in Morningstar Advisor Workstation? I’ve been doing that very thing, and the amazing results will be discussed in January’s column, which is scheduled to appear in Retirement Advisor, the Investment Edge’s new home beginning January 2014. 

To get you thinking — imagine a 1963 $1 million investment worth more than $17 million on Oct. 31, 2013, a plan that paid $2,932,946 as its 2012 withdrawals and is on schedule for even more in 2013. (And, yes, withdrawals began in 1963 and in 1964 — the first full calendar year — totaled more than $54,000.)

Have a super week.   

For more from Richard Hoe, see:



How to sell more than you thought possible


© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.