Practical analysis for investment professionals


Exotic Indexes: Built to Sell or Built to Last?

There are now more than 70 times as many indexes as there are stocks. What does that mean for investors?

Book Review: Wall Street Potholes

The author, together with four other expert money managers, addresses a range of investment topics that pose special dangers to investors, including nontrading REITs, yield dependence, structured notes, hedge funds, Wall Street inefficiency, mutual fund fees, annuities, brokers and fiduciaries, and the future for investors.

Book Review: King William’s Tontine

This deeply analytical look at a long-forgotten financial instrument informs our response to the looming retirement crisis in a way that no other book does. It should be read — with pleasure — by anyone with a personal or policy interest in this vital area.

Invest in a Potato Before These Four Things

If you're going to buy one of these four things, you might as well invest in a potato.

Annuities Are Expensive — Make Sure You Need Them!

Annuities are an important and sometimes dominant part of an investment portfolio for millions of savers. But make sure they are worth it.

The US Retirement Crisis: Essential Reading and Resources

Financial advisors have an increasingly important role to play in building sustainable retirement income strategies for their clients. But as is the case with most investment advice, there is no one-size-fits-all approach. To help advisors and investors sort through the issues here is a list of essential reading and resources.

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