Practical analysis for investment professionals

investing


Weekend Reads for Finance Pros: China, Retirement, and Investing Mistakes

This week’s roundup of interesting bits of news and analysis comes to you via Hong Kong, where all eyes (and ears) were on the opening of China’s annual session of parliament. One of the top stories to emerge was… READ MORE ›

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.

Is Fencing the Key to Evaluating Investment Performance?

A. Michael Lipper, CFA, states that not only is investing an art form, but judging investing is also an art form.

The Doomsday Device in the War of the Trading Terminals

Two simple words could radically change the whole power dynamics in the huge financial software industry. They are "Federated Chat".

Weekend Reads for Advisers: Luck, Work, and Happiness

Don't fret. This is not the "self-help" edition of weekend reads, even though the headline might lead you to think so. It just so happens that luck versus skill, work (and it's evil twin overwork), and investor happiness are topics tackled in three separate articles.

Best of 2013: Know Yourself (and How You Make Decisions)

As I looked back over a year of tweets and blog posts, one theme was perennial: we cannot escape ourselves. What do I mean by that? Behavioral biases inform our investment decisions, regardless of gender, season, or geography.

Weekend Reads for Advisers: Love and Math, Luck versus Skill

The art of algorithmic war, GMO's latest quarterly letter, and why most back-tested performance histories are bunk.

Active Grandparents Can Be Good Investment Managers

Investing in general — and portfolio management specifically — is representative of the real world. In the familial setting, passing down of the world knowledge and past good achievements is done by the grandparents.

Weekend Reads for Advisers: Investing, Poker, and Retirement

This week I heard something that really stuck with me: "Follow your ignorance." It's a phrase that my colleague, Jason Voss, CFA, likes to use, and it's a mantra we all should adopt. Said another way, it could be: "Follow your curiosity."

Weekend Reads for Financial Advisers: Smart Beta, Luck vs. Skill, and Behavioral Finance

Lauren Foster rounds up the best articles on investing, retirement, and ethics from the last couple weeks.



By continuing to use the site, you agree to the use of cookies. more information

The cookie settings on this website are set to "allow cookies" to give you the best browsing experience possible. If you continue to use this website without changing your cookie settings or you click "Accept" below then you are consenting to this.

Close