Inside Information - Portfolio Management

David Jacobs - 2010 NAPFA National Conference

nospam@example.com (Admin) — Wed, 26 May 2010 19:52:42 -0400

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.
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Roger Gibson (from the 2010 FPA Retreat

nospam@example.com (Admin) — Sat, 08 May 2010 15:59:25 -0400

Excerpts from Roger Gibson's presentation at the 2010 FPA Retreat in San Antonio.
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Lacy Hunt (from the 2010 FPA Retreat)

nospam@example.com (Admin) — Sat, 01 May 2010 15:55:00 -0400

This is the writeup of economist Lacy Hunt's session at the FPA Retreat: A worst case scenario analysis.
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Modeling the Great Unknown

nospam@example.com (Bob Veres) — Mon, 01 Mar 2010 22:33:00 -0500

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?

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Expected, Projected Returns

nospam@example.com (Bob Veres) — Sat, 30 Jan 2010 14:26:05 -0500

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...
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