The Top 10 Great Articles You Probably Missed
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View Membership BenefitsGreat articles don’t always get the readership they deserve. Earlier this week we published the top 10 most-read investing and financial planning articles and a similar top 10 practice management articles. Below are another 10 that you might have missed, but I believe merit reading:
By Robert Huebscher
October 28, 2016
No forecaster has predicted equity returns as accurately has Jeremy Siegel over the post-crisis period. In our annual interview, he offers his forecasts for the coming year.
By Larry Siegel
June 7, 2016
Byron Wien is vice chairman of The Blackstone Group. In this interview, he explains his optimism for the markets and the economy – and why he thinks Donald Trump may prevail in November.
By Luke F. Delorme
August 9, 2016
The question is whether tactical-allocation mutual funds have outperformed a simple, passively managed 60/40 portfolio.
By Larry Swedroe
March 1, 2016
GMO is one of the most highly regarded fund families in the world, and investors have entrusted them with over $100 billion in assets. But is there any statistical evidence that the firm has been able to add significant value versus a passive index fund?
By Robert Huebscher
February 1, 2016
James Montier is a member of Grantham Mayo van Otterloo’s (GMO’s) asset allocation team. In this interview, he discusses the effect of monetary policy on market valuations, and offers his opinion on smart-beta and liquid-alt investment products.
By Michael Edesess
August 16, 2016
Perhaps the most universally accepted investing principle is to periodically rebalance one’s portfolio. Advisors have been drilled that rebalancing results in some combination of improved performance and reduced risk. Unfortunately, this precept is the byproduct of imperfect mathematics; the benefits of rebalancing are far smaller than what advisors have come to believe.
By Michael Edesess
January 5, 2016
Understanding the risks embedded in a portfolio is central to providing value to clients. Traditionally, risks have been measured statistically – with standard deviation or value-at-risk. The shortcomings of those metrics, however, have been well documented. In response, a new generation of analytical tools has emerged that allow advisors to assess risk through scenario analysis – looking at portfolio outcomes through the lens of a storyteller.
By Jeffrey Briskin
February 29, 2016
The U.S. economy is showing signs of weakness, but the next recession is five to six years away, according to Ed Hyman, the chairman of Evercore ISI, a global economic research and investment banking advisory firm.
By John Walton
April 19, 2016
Prior to age 70.5, when RMDs begin, clients should consider converting all or a portion of their 401K/403B/IRA savings into a Roth IRA.
By Joe Tomlinson
March 29, 2016
Deferred-income annuities (DIAs) have been receiving favorable press based on claims that they generate greater retirement income than traditional single-premium immediate annuities (SPIAs). DIAs have also been promoted by the Treasury Department, which has introduced new rules to facilitate their use. But I’ll present a contrarian view and demonstrate that retirement strategies built on SPIAs can outperform those that utilize DIAs.
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