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Does Global Asset Allocation Work?

The practice of allocating investment dollars among different “asset classes” (e.g., small cap, large cap, international, etc.) is commonplace among financial advisors.  Asset allocation has well-established academic roots, though academics tend to define risk...

Peloton 2013 Q4 Recap

In a year in which stocks had already set a very high bar for performance, they certainly did not disappoint in the final quarter of 2013. Since September, the S&P 500 tacked on an additional 10% to close out the year up 32% - the best calendar year gain for the...

Peloton 2013 Q3 Recap

It might surprise even the most “plugged-in” investor to learn that the S&P 500 has gained roughly 20% through three quarters of 2013. Plenty of worries could have quashed this rally at various times throughout the year, but stocks have remained extremely...

Of Golf and Taxes

Nobody likes paying taxes, but most Americans have gotten used to the idea expressed in the famous old maxim: “The only things in life that are guaranteed are death and taxes.”  We might all be a little less resigned about the subject if the only guarantee in life was...

Right Problem, Wrong Solution

Every 18 months or so, Burton Malkiel writes an article on investment costs for the Wall Street Journal.  He’s done it again with May 29th’s You’re Paying Too Much for Investment Help.  You have to hand it to the guy – he really stays on point.  Actually, so much so...

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