The Hidden Costs Keeping Investors From Making Better Decisions

RELATED CONTENT

Asset Allocation: A Review of the Past 49 Years

How have a variety of asset allocation recipes performed since 1970, both during accumulation and distribution? Let’s take a look!

3-Year Returns—A Better Way to Measure Performance

It’s natural to think of investment returns as part of the annual cycle—but it creates a more volatile view of performance than necessary. A slightly longer window yields a less capricious view, and may help clients develop a more stable investing style.

Approaching the 2020 Tarmac: A 47‑Year Performance Analysis of 3 Portfolios

Three hypothetical portfolios—a classic 60/40, rebalanced seven asset, and target-date fund—that took flight in 1970 are coming in for a landing on the retirement income strip in 2020. See how they have fared in terms of volatility, performance against inflation, and more.