Practical analysis for investment professionals

Tell Your Clients

The Benefits and Risks of Target Date Funds (TDFs)

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?”

Book Review: Get What’s Yours

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.

Making Sense of Long-Term Returns

All advisers face the same challenge: How can we best help investors understand what sort of long-term returns they can rationally expect?

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.

Note to Advisers and Clients: Put Your Investment Plan in Writing

Investment Policy Statements, long a keystone of the institutional investment world, are increasingly catching on with individual investors and financial advisers.

Warren Buffett’s 90-10 Rule of Thumb for Retirement Investing

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.

What the Lottery Has to Teach Us about Investing

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.

Book Review: Quantitative Value

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.

Three Things Investors Can Learn from Surfers

David L. Allison, CFA, CIPM, in likening investing to surfing, provides a few valuable surf lessons for better investing.

Real Returns: The Importance of Considering After-Tax Investment Results (Video)

Many investors don't consider the tremendous impact that taxes can have on their investment performance.

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