Research & News
Dedicated Portfolio Theory versus Modern Portfolio Theory
In this article, published in the NAPFA ADVISOR magazine (April, 2018), Asset Dedication’s Stephen J. Huxley, Ph.D. and Brent Burns discuss how dedicated portfolio theory challenges modern portfolio theory. Daniel Kahneman, Nobel Memorial Prize in Economic Science, 2002, essentially advocated for the dedicated approach to personal investing in his discussion at the 2018 MorningStar Conference in Chicago. This is the strategy pioneered by Asset Dedication for personal finance as outlined in our book. Click here to read the article>>.
The Short-term Nature of Robo Portfolios
In this article, Asset Dedication’s Stephen J. Huxley, PHD, Brent Burns and John Kim look at the asset allocation breakdown of robo advisor portfolios and investigate the implications. Click here to read the article >>>
Equity Yield Curves, Time Segmentation, and Portfolio Optimization Strategies
In this white paper, Asset Dedication’s Stephen J. Huxley, PHD, Brent Burns and Jeremy Fletcher present a new concept in financial analysis based on the long term behavior of equities. Click here to read the white paper >>>
Join us at the Alliance of Comprehensive Planners Conference
We’re happy to announce that Asset Dedication will be sponsoring the ACP Conference, November 5-8, at the Radisson Blu Warwick Hotel in Philadelphia! This event features a full lineup of spectacular speakers who will touch on pressing contemporary issues in the financial planning industry. Reserve you spot now for this not-to-be-missed opportunity! Register here >>>
Why Market-Timers Go Nuts
In this article, Asset Dedication’s Stephen J. Huxley, PHD and Brent Burns investigate the evidence of shifting and even reversing correlations between stock and bond returns that make it improbable – if not impossible – to use market timing to make profitable investment decisions. Click here to read the article >>>
Find Bond Income In a Dicey Market
For a supposedly boring investment, bonds have shown their capricious side lately. The bond bull market, widely thought to be sputtering out last year, has roared on in 2014. This year’s rally has left even the most seasoned fixed-income investors scratching their heads—and older investors in a challenging spot. Read the article here >>>