Practical analysis for investment professionals

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Weekend Reads for Finance Pros: Math, myRa, and Magic

I was in Garden Grove, California, this week for CFA Institute's Wealth Management 2014 conference. There were many great presentations, but one loomed large for me: the session on elder care planning. At the outset, we polled delegates on the percentage of their clients that have a plan in place for long-term care costs. Fifty-five percent said "less than 25%." That's a very worrisome — although not altogether surprising — result when you consider that at least 70 percent of people over 65 will need long-term care services and the fact that most people don't realize Medicaid does not cover long-term care expenses.

Behavioral Intelligence: Can It Help Managers Generate Alpha?

Can a better understanding of behavioral finance, that is, behavioral intelligence, translate into improved investment returns? Opinion may be divided, but research suggests that it can.



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