Portfolio Management

Investing 2.0

Posted in Portfolio Management
Saturday, October 9. 2010
Instead of joining the tired debate over the relevance of MPT, consider a variety of fresh, new, actionable insights and lessons from the 2008 meltdown.
[Read more »] 

David Jacobs - 2010 NAPFA National Conference

Posted in Portfolio Management
Wednesday, May 26. 2010
Here's an analysis of how to stress-test portfolios for retirement distribution longevity--plus a dissection of the small print of VA guaranteed benefit riders. [Read more »] 

Roger Gibson (from the 2010 FPA Retreat

Posted in Portfolio Management
Saturday, May 8. 2010
Excerpts from Roger Gibson's presentation at the 2010 FPA Retreat in San Antonio. [Read more »] 

Lacy Hunt (from the 2010 FPA Retreat)

Posted in Portfolio Management
Saturday, May 1. 2010
This is the writeup of economist Lacy Hunt's session at the FPA Retreat: A worst case scenario analysis. [Read more »] 

Modeling the Great Unknown

Posted in Portfolio Management
Monday, March 1. 2010
A panel discussion at the T3 conference addressed what may be the most important issue facing the profession today: how do we re-communicate the possibilities that clients will, or will not, achieve their financial goals?
[Read more »] 

Expected, Projected Returns

Posted in Portfolio Management
Saturday, January 30. 2010
Over the next 20 years, stocks will deliver a 10% annual return after inflation--which means we'll enjoy 13% nominal returns.

No, wait; the average yearly real return from stocks will be slightly negative--somewhere below 3% nominal... [Read more »] 
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