Basic Members
The Hows, Whys, and Right and Wrong Way to Use Asset Allocation
The future of true asset allocation may lie in understanding its past.
FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 6/26/15
Uncle Sam Wants Your Retirement, Fiduciary Reruns, and TDFs under fire.
Why Asset Allocation Doesn’t Matter In The Long Run
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.
Asset Allocation’s Greatest Failure: Short-Term Investing
There’s a reason why short-term asset allocation is doomed to disappoint. You can find it in every SEC-mandated performance disclaimer.
FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 6/19/15
Government IRA takeover questions, “Best Interests” truthers, and courting fees.
Exclusive Interview: AARP’s David Certner says of DOL’s Proposed Fiduciary Rule: “Disclosure Alone Not Enough”
What can be done when surveys show the public already believes all investment service providers always act in their best interests?
FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 6/12/15
A greedy government grab, more fiduciary follies, and investment “rules” exposed as sales pitches.
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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