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Tag "Ben Graham"

How a Fiduciary Should Explain “Growth” and “Value” Investing Styles

    How a Fiduciary Should Explain “Growth” and “Value” Investing Styles

These are the times it’s most important for fiduciaries to learn how to say “no” to clients who feel compelled to set their own best interests aside just to chase investment performance. No one is saying that’s an easy job.

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7 Tips Present Day Retirees Wished They Knew When They Were 24

    7 Tips Present Day Retirees Wished They Knew When They Were 24

If retirees could go back in time 50 years, this is what they’d want to know.

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The Hows, Whys, and Right and Wrong Way to Use Asset Allocation

The future of true asset allocation may lie in understanding its past.

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How the ERISA Fiduciary Can Avoid the 3rd Deadly Sin – Bond Insecurity

Bond investing is not for the faint-hearted. Because of the myriad ways one can use – and misuse – bonds, buying them represents one of the most important caveat emptor scenarios in the world of investing.

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Will Plan Sponsors Believe Their Lying Eyes or Will They Still Believe Bonds are “Safe”?

Would there still be a “Modern Portfolio Theory” if the volatility of bonds today existed 50 years ago?

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7 Deadly Sins Every ERISA Fiduciary Must Avoid: The 3rd Deadly Sin – “Bond Insecurity”

Again, it comes down to a question of needs, costs and personal preferences. What’s more important: Avoiding bankruptcy and sharing control or increasing long-term profits and retaining control?

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