FPA on:
May 2013
DIGITAL EDITION: CLICK HERE (login required)
Power Tools for Handling Behavioral Finance Issues
by Edward A. Jacobson, Ph.D., and Dennis Stearns, CFP®
Three super trends—globalization, technology accelerators, and the global age wave—are converging to create disruptive change not seen in our lifetimes.
Controlling the Urges: How Biases Influence Our Investment Decisions
by Jay Mooreland, CFP®
Financial advisers can provide tremendous value to their clients by understanding what biases influence them and helping to reduce the influence of those biases.
Enhancing the Returns of SRI Portfolios Using a Minimum Variance Small-Basket Strategy
by Glen A. Larsen Jr., D.B.A., CFA, CIPM
This research proposes an easily implemented strategy for enhancing the returns of socially responsible investment portfolios, generally with fewer than 10 stocks.
Next Issue (June 2013)
ROUNDTABLE: Tactical Asset Allocation: Advice and Guidance from Experts
Moderator: Michael Kitces
Panelists: Mebane T. Faber, Jerry A. Miccolis, and Ken Solow
The 4 Percent Rule is Not Safe in a Low-Yield World
Michael Finke, Wade D. Pfau, and David M. Blanchett
An Intuitive Examination of Downside Risk
Kenneth M. Washer and Robert R. Johnson
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