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Introducing our new portfolio review service for professionals
The vast majority of pensions funds, charities, endowments and other institutional portfolios have underperformed the market for decades. The way to stop the rot is to have an independent portfolio review, reduce fees and complexity, and increase diversification. From today, that’s precisely what TEBI is offering. As anyone who’s read The...
Indexed annuities: Have you been framed?
By LARRY SWEDROE You are the commanding officer of 600 troops surrounded by the enemy. After careful analysis, you determine you have two alternatives. Alternative A is to fight it out until reinforcements arrive. If you adopt that strategy, you estimate...
The impact of style bias on the latest SPIVA data
By CRAIG LAZZARA from S&P Dow Jones Indices Last week S&P Dow Jones Indices released its SPIVA® U.S. Year-End 2020 Scorecard. As has been the case for 17 of the past 20 calendar years, the majority of active large-cap managers underperformed the S&P 500®. Performance...
Money is only one aspect of retirement planning (2/2)
Just as a successful career requires careful planning, so does a successful retirement — and we’re not just talking about ensuring you don’t run out of money. Your Complete Guide to a Successful and Secure Retirement by Kevin Grogan and Larry Swedroe,...
Money is only one aspect of retirement planning (1/2)
There are so many new books on money, investing and retirement being published that it’s hard to keep track. In many cases the advice they contain is nothing new; it’s just dressed up in a different way. But every now and again...
Woodford — a tale of complacency, incompetence and deceit
There was a brilliant review of Owen Walker‘s account of the Woodford scandal, Built on a Lie, in The Times on Saturday by Edward Lucas. Here are some of the highlights. A health warning This book should be sold with...
Is Australia’s retirement system as super as it seems?
Australia’s retirement income system is internationally recognised as one of the world’s best, but in recent months it has become a battlefield between those who are seeking to extend the system and those seeking to fundamentally transform it. ‘Superannuation’ is a defined-contribution...
