The future of true asset allocation may lie in understanding its past.
Posts From Christopher Carosa, CTFA
The results are in. Asset allocation doesn’t work in the long run. Rebalancing doesn’t produce better returns in the long run. In short, asset allocation as popularly practiced is myth.
There’s a reason why short-term asset allocation is doomed to disappoint. You can find it in every SEC-mandated performance disclaimer.
Much of asset allocation marketing collateral is founded on a simple misinterpretation, yet this myth persists. Why?
Are our expectations of Asset Allocation too high?
Government paranoia, fee confusion and the real fiduciary questions.
FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 6/26/15
Uncle Sam Wants Your Retirement, Fiduciary Reruns, and TDFs under fire.