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The Motley Fool
January 18, 2007
John Finneran |
Foolish Book Review: "Investors and Markets" William Sharpe's new book may cause a revolution -- or, at least, a coup in finance.   |
Financial Advisor
November 2011
Eric Rasmussen |
Withdraw, Don't Retreat Financial advisors discuss their strategies for retirement withdrawals in an era where every day in the markets is a new roll of the die. |
Financial Advisor
July 2007
Andrew Gluck |
Stating A Preference In this interview with William Sharpe, the Nobel Prize winning creator of the Capital Asset Pricing Model takes another look at his work. |
Financial Advisor
September 2009
Joel P. Bruckenstein |
What Are The Odds? A look at whether Monte Carlo simulations help or hinder the planning process. |
Financial Advisor
August 2009
Bruce W. Fraser |
Last Hand For Monte Carlo? Monte Carlo simulation, a popular retirement planning tool, is under scrutiny. |
Investment Advisor
September 2006
Mike Patton |
Risk Manager A view from the trenches on the benefits and drawbacks of the financial planning profession's Monte Carlo simulation. When the software is used properly, the client wins, the practitioner wins, and the financial services industry wins. |
Financial Advisor
September 2010
Andrew Gluck |
Broken Plans Financial advisors urgently need improved tools for coping with the economic mess we're in. What's to be done? |
Financial Advisor
March 2010
Alan Lavine |
Markowitz: MPT Holds Up Modern portfolio theory never claimed diversification would help during financial crises. |
Financial Advisor
August 2005
Fowler & Rattiner |
Averting Disaster A new archetype in financial planning is needed for individual investors. |
Financial Planning
December 1, 2010
Joseph A. Tomlinson |
No Sucker's Bet? If there were a prize for the most disparaged asset class, it would likely go to bonds. And the most disparaged bonds would almost certainly be Treasuries. |
Financial Planning
November 1, 2008
Robert Hoyt |
The New Normal Clients (as well as practitioners) are hoping to understand what their investment lives will look like when the economy settles down. How will we know when things are back to normal? And what will that normal be? |
Financial Advisor
January 2007
Tere D'Amato |
Faux Financial Planning If you aren't indispensable to clients, in the end a life insurance agent may fill the void. As a financial advisor, you should resolve to do all you can in 2007 to ensure that your clients understand the pivotal role you play in their financial life. |
CIO
July 1, 2003
Scott Berinato |
Playing with Fire IT is late to embrace risk analysis, but without it, project portfolio management is nothing more than a fad. |
Financial Planning
August 1, 2005
John Nersesian |
The Full Monte By presenting clients with a range of potential results before they experience them and showing them the impact of their investment choices, planners can manage clients' expectations much better than with standard linear forecasting. |
The Motley Fool
March 3, 2010
Stephen Mauzy |
The Only Way to Be 100% Sure Tread carefully when calculating investing odds. Investors are attempting to quantify the unquantifiable when they attach concrete probabilities to investing outcomes. |
Financial Planning
September 1, 2007
Gene Fama Jr. |
Equities Decoded Fama and French's famous three-factor model gives a clear view of stock prices. Here's how it works. |
Financial Advisor
March 2012
James Picerno |
Building A Better Sharpe Ratio The reward-to-variability ratio (as it was originally labeled) remains a hardy perennial for evaluating money managers and investment strategies. |
The Motley Fool
April 19, 2010
Dan Caplinger |
Is Your Retirement Really Safe? The much-heralded 4% rule has its flaws. |
Financial Advisor
January 2007
Joel Bruckenstein |
G-Sphere Gravity Investments, LLC, a firm that specializes in something they call Diversification Intelligence, has built a software application called G-sphere that attempts to extend the utility of the efficient frontier for advisors and their clients. |
BusinessWeek
October 11, 2004
Christopher Farrell |
Three Wise Men of Finance If you've ever put money in an index mutual fund, you can thank the three economists whose insights into the links between risk and return revolutionized investing forever. Their work won them the Nobel prize for economics in 1990 and changed the way investors and managers think. |
Investment Advisor
December 2009
Jeff Joseph |
Venture Populist: In Search of Superior Returns Advisors need initiative, not inertia. |
Financial Advisor
November 2008
Ken Ziesenheim |
The Probability Of Real, Real Returns Financial advisors should be evaluating clients' investment returns after taxes, expenses, and inflation to get a real picture of what their portfolios have earned. |
Registered Rep.
August 24, 2011
Charles Paikert |
Family Businesses Offer Opportunities -- and Pitfalls -- for Wealth Managers Advisors have to be more aware of the interplay between a family's personal portfolio and its business. |
Financial Planning
April 1, 2013
Deena Katz |
Passing the Baton to Next-Gen Advisors When it comes to handing off your firm, make sure you communicate clearly with your next-gen advisors. |
