DIGITAL EDITION: CLICK HERE (login required)
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.
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.
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.
Moderator: Michael Kitces
Panelists: Mebane T. Faber, Jerry A. Miccolis, and Ken Solow
Michael Finke, Wade D. Pfau, and David M. Blanchett
Kenneth M. Washer and Robert R. Johnson