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Tag "Asset Allocation"

The Hows, Whys, and Right and Wrong Way to Use Asset Allocation

The future of true asset allocation may lie in understanding its past.

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 6/26/15

Uncle Sam Wants Your Retirement, Fiduciary Reruns, and TDFs under fire.

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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.

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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.

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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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7 Deadly Sins Every ERISA Fiduciary Must Avoid: The 5th Deadly Sin – Misapplied Asset Allocation

Are our expectations of Asset Allocation too high?

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 6/5/15

Government paranoia, fee confusion and the real fiduciary questions.

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 10/31/14

Political tea leaves, the madness of fees, and the enemy of the investing good.

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 8/22/14

Brokerage windows broke? Fiduciary or nothing at all? The real fee fighters.

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 9/6/13

More pension lies, to “Ayres” is human and Let’s Celebrate Fiduciary September!

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