ACTIONABLE ADVICE FOR FINANCIAL ADVISORS: Newsletters and Commentaries Focused on Investment Strategy

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2014-03-14 00:00:00 Dangerous Assumptions for Retirees by Rob Isbitts of Sungarden Investment Research

One of the main difficulties with MPT, is that by focusing on historical data to calculate asset allocation, it completely ignores extreme risk (2007-2008).

2014-03-03 00:00:00 Six Easy Pieces: Fundamentals of Asset Allocation Explained by Patrick Rudden of AllianceBernstein

Figuring out the best split for your assets often seems daunting. But it doesn?t have to be. This template can help you get started.

2013-08-01 00:00:00 July 2013 Market Commentary by Andrew Clinton of Clinton Investment Management

Fixed income investors have enjoyed a steady move higher in bond prices over the past five years. Given the consistency with which bond values have increased, it is understandable if bond investors were surprised by the just over 0.60%, or 60 basis point rise in ten year Treasury yields and corresponding movement down in bond prices during the second quarter.


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