The creator of the industry data base standard Stocks, Bonds, Bills, and Inflation doesn’t hold back.
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Why have these people failed to learn from history and what can be done to prevent them from hurting themselves?
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The future of true asset allocation may lie in understanding its past.
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.
FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 7/17/15
SocSec redux? Fiduciary Opposite Day? Investing is hard, it’s harder if you’re stupid.