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Tag "MPT"

Goal-Oriented Target: How Leading Advisers and 401k Plan Sponsors are Using this New System to Replace Outdated Modern Portfolio Theory Risk Tools

    Goal-Oriented Target: How Leading Advisers and 401k Plan Sponsors are Using this New System to Replace Outdated Modern Portfolio Theory Risk Tools

The GOT system offers a viable and practical alternative to relying on outdated MPT tools. Although still widely in use, MPT-based calculators and analyzers can sometimes lead retirement savers to make decisions that aren’t in their best interest. That statement alone should trigger concerns from the mindful fiduciary.

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A Better Way to Set Retirement Goals

    A Better Way to Set Retirement Goals

So one wants his epitaph to read “Here lies John Doe. He beat the S&P 500.” There needs to be an easy-to-understand and easy-to-implement system that properly reflects both your goals and the consequences of failing to meet those goals. Retirement savers want and need a system that represents a better way to set and meet retirement goals.

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The Folly of Risk and the 401k Fiduciary

    The Folly of Risk and the 401k Fiduciary

Many professionals and most of the current generation of finance professors have long ago removed “risk” from their investment decision-making algorithms. These forward-thinking folks recognize the greater importance of managing retirement saver behavior over managing irrelevant investment risk as it pertains to meeting or exceeding the goal of retiring in comfort.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 6/16/17

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 6/16/17

HSA in fiduciary cross-hairs, fiduciary first thoughts, and a new investment hope.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 6/2/17

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 6/2/17

Retirement policy conflicts, shifting sands of fiduciary, and turning the screw on MPT.

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When is it OK (and not OK) to mix TDFs with other funds?

    When is it OK (and not OK) to mix TDFs with other funds?

Investing through mutual funds, including TDFs, is like using mass transportation. It’s not ideal but for many it’s the only realistic choice.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 9/9/16

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 9/9/16

A signpost of hope, the other (Fiduciary) shoe, and an emperor unclothed.

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7 Deadly Sins Every ERISA Fiduciary Must Avoid: The 6th Deadly Sin – Not-So “Modern” Portfolio Theory

    7 Deadly Sins Every ERISA Fiduciary Must Avoid: The 6th Deadly Sin – Not-So “Modern” Portfolio Theory

What if I told you that something vital to top business schools, the financial services industry, your business and your clients’ success and satisfaction doesn’t work as advertised?

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Retirement Planning Using Return Assumptions vs. Return Requirements – A Fiduciary Perspective

    Retirement Planning Using Return Assumptions vs. Return Requirements – A Fiduciary Perspective

The evolution towards more effective retirement planning is already underway, and many fiduciaries are breathing a sigh of relief because of it.

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How’d an Innocent Fiduciary Like You End Up Asset Allocating?

Much of asset allocation marketing collateral is founded on a simple misinterpretation, yet this myth persists. Why?

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