Maximize Your Technology Spending in 2012
Nationally known expert Bill Winterberg suggests high-impact ways you can invest in
technology for your business, whatever your budget.
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January 2012
Capital Market Expectations, Asset Allocation, and Safe Withdrawal Rates
Capital Market Expectations, Asset Allocation, and Safe Withdrawal Rates
Rather than rely on a particular assumption about portfolio returns, the author provides a framework to help planners translate their own capital market forecasts into withdrawal rate and asset allocation recommendations for clients.
Next Generation Investment Risk Management: Putting the ‘Modern’ Back in Modern Portfolio Theory
Disenchanted with modern portfolio theory (MPT)? The authors suggest updating it with more sophisticated methods of estimating the three principal assumptions used in MPT—returns, risk, and relationships.
Next Issue (February 2012)
Life Planning ... Extending the Conversation
by Lewis J. Walker, CFP®, CRC®
Dynamic Asset Allocation: Using Momentum to Enhance Traditional Asset Allocation and Rebalancing Strategies
by Jerry A. Miccolis, CFA, CFP®, FCAS, and Marina Goodman, CFP®
Reversing the Conventional Wisdom: Using Home Equity to Supplement Retirement Income
by Barry H. Sacks, J.D., Ph.D., and Stephen R. Sacks, Ph.D.
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