Education
A Trip Down Memory Lane – Revisiting Portfolio Optimization
It took finance professors more than half a century to conclude what a 1956 Elvis chart-topper told us in 2 minutes and 33 seconds.
7 Deadly Sins Every ERISA Fiduciary Must Avoid: The 4th Deadly Sin – Overdiversification
You won’t find it in the dictionary but you’re likely to find it in every 401k plan.
How Many Investment Options Should 401k Plan Sponsors Offer?
A better question: Why don’t enough 401k plan sponsors ask this important fiduciary question?
Tips 401k Plan Sponsors Can Use to Help Employees Avoid Risk Aversion
Sign, sign, everywhere a sign. Here’s a study showing why segregation is a bad thing even when it comes to portfolio reporting.
Risk and the 401k Investor: How Plan Sponsors Can Avoid Misleading Employees
Here are three easy practices a 401k plan fiduciary can implement to avoid one of the common investing mistakes identified by researchers in the field of behavioral finance.
Why Risk Doesn’t Matter to the ERISA Fiduciary
First the bad news: The client isn’t always right. Now the worse news: If you listen to the client you’ve just bitten off a chunk of fiduciary liability. How did you get in this mess in the first place?
The 401k Plan Sponsor’s Dilemma – What’s Wrong with “Risk”
How a simple pub game destroyed the nearly two generations-old foundation that built a Nobel-Prize winning investment theory.
Investment Risk and the 401k Fiduciary: An Overview of Components
To best understand what is wrong with the misuse of investment “risk tolerance,” we need to understand these components of risk.
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