Asset Dedication recently published “U.S. Asset Class Returns Based on Time Horizons, Size, and Style” in the latest edition of the Retirement Management Journal (click here). It is an update to the 2018 paper “Safety Zones, Danger Zones, and the Critical Path: Visualizing U.S. Asset Class Returns Based on Time Horizons, Size, and Style,” which won the 2019 Journal Research Award given by the Investment & Wealth Institute published originally in Retirement Management Journal Vol. 7, No. 1 ,2018 (click here). The original paper included an analysis not only of long-term return patterns, it also outlined the unique dedicated portfolio strategy pioneered by Asset Dedication for personal finance in our book. A PowerPoint slide deck of the most recent article can be downloaded here.
