Tell Your Clients
What is the optimal amount of risk a client should have in their portfolio throughout their career? This is not an easy question to answer, so it is not surprising that there are many different responses. Target date funds (TDFs) are, in theory, simple products that allow clients to focus on a single question: “How old am I?”
This book provides an overview of the Social Security system, detailing its benefits and how they are calculated, with a focus on the general strategies for maximizing benefits.
All advisers face the same challenge: How can we best help investors understand what sort of long-term returns they can rationally expect?
If you're going to buy one of these four things, you might as well invest in a potato.
Investment Policy Statements, long a keystone of the institutional investment world, are increasingly catching on with individual investors and financial advisers.
In the annual shareholder letter for Berkshire Hathaway, Warren Buffett included some investing advice for his wife and her trustee — and the average person who is not an expert on stocks.
Probably no other phenomenon presents a greater challenge to the model of Homo economicus — and better examples of the complicated relationship we humans have with money — than this: Last year, the American public spent about $69 billion of their hard-earned money on lottery tickets, even though each individual's chance of winning is infinitesimal.
What do quant great Edward O. Thorp, behavioralist Jamies Montier, and value investing legends, Benjamin Graham and Warren Buffett, have in common? These investment practitioners all make a seemingly incongruous appearance together in Quantitative Value, a new book by Wesley Gray and Tobias Carlisle.
David L. Allison, CFA, CIPM, in likening investing to surfing, provides a few valuable surf lessons for better investing.
Many investors don't consider the tremendous impact that taxes can have on their investment performance.