Random Roger's Retirement Planning

JUNE 17, 2023

Meb Faber posted a short white paper titled What Is The Safest Investment Asset ? He devised what he calls the Global Asset Allocation (GAA) which takes in equities, fixed income, commodities, REITs and a couple of others, built out as follows. The white paper plays with the following mixes of GAA and T-bills.

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Inside Information

JUNE 25, 2024

But, as I said, there was something else, more critical and important, that I had never been able to articulate until I read a recent white paper by the nebo wealth organization ( www.nebowealth.com ) called “The Perils of Outsourcing Asset Allocation to a Risk Score.” The white paper points out that, today, many (most?)

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Discipline Funds

FEBRUARY 21, 2023

This innovative approach to asset allocation helps improve the probability of meeting your financial goals by helping you better understand your liabilities and the way specific assets align with those liabilities. We then apply the proper assets based on liability needs, not based on asset performance wants.

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The Big Picture

SEPTEMBER 19, 2023

The transcript from this week’s, MiB: Elizabeth Burton, Goldman Sachs Asset Management , is below. Elizabeth Burton is Goldman Sachs asset management’s client investment strategist. It depends on your asset allocation. And they took it out of their asset allocation in favor of other strategies.

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Discipline Funds

DECEMBER 28, 2022

Understanding Money If you start with the following book, white paper and videos you’ll have a very solid starting point for understanding money: Pragmatic Capitalism – What Every Investor Needs to Know About Money and Finance (the only item on this page that is not free.

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Abnormal Returns

OCTOBER 1, 2024

blogs.cfainstitute.org) A round-up of the past month's white papers including 'Broad Strategic Asset Allocation.' Foerster’s new book "Trailblazers, Heroes, and Crooks: Stories to Make You a Smarter Investor." bpsandpieces.com)

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Brown Advisory

JUNE 21, 2017

Generally, index fund fees are low because management costs are minimal (investment judgment is not required to track an index) and administrative expenses are typically spread over a large asset base. are there better or worse moments in time to enact an indexing strategy) and choice of asset class (i.e.,

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