Practical analysis for investment professionals 
Today retirees face five perils: inflation, investment, longevity, withdrawal, and healthcare risk. Providend CEO Christopher Tan says retirees need a plan not only to cope with these risks but also to provide reliable income. Read more
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What better way to start off the new year than with a handy reading list? Lauren Foster rounds up her favorite articles on private wealth management and behavioral finance. Read more
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Our ten most-popular articles from the past year include coverage of the ever-unfolding European sovereign debt crisis, how the election cycle affects the markets, and Warren Buffett’s secret sauce. Read more
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In an era of low investment returns, the traditional approach to asset allocation and portfolio management is giving way to a new model that holds the promise of working better during periods of instability and crisis. Read more
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Could it be that the Holy Grail has been spotted at the recent Chicago Board Options Exchange (CBOE) Risk Management Conference? Well not quite, but there was much discussion about what I believe to be the most significant development of … Read more
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The chairman of Intelligence Capital laid out “seven rules of foreign exchange” that can help market practitioners manage their exchange rate exposures and clarify the future direction of currency markets. Read more
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We’ve all heard the old adage that diversification is the only free lunch in investing, but Paul Bouchey, CFA, debunked that notion at the CFA Institute Wealth Management 2012 conference in Miami. To be clear, Bouchey did not challenge the notion that we can reduce risk without sacrificing return through diversification. He did, however, call out another free lunch — volatility harvesting. Read more
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