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May 16, 2013

Managing Family Money With Minimal Drama
Advisors need to be therapists and mentors as well as financial helpers.
Investors Are Still Shunning U.S. Stock Funds
Still haunted by the last crash, they favor underperforming bonds.
A New Approach to “Bucket” Strategies
Asset buckets are good for keeping clients happy, but not for overall portfolio health.
Nasty, Brutish, Short: What Retirement Used to Be
The notion that we're working longer and harder is a big fat myth.
Opinion
Modern Portfolio Theory Needs Updating, Badly
MPT has come under criticism since the meltdown of 2008 — and for good reason.

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