Mon. Hot Reads: Model’s Strange Endurance

December 17, 2018

Compiled by Staff


Why Ivy League Clings To Diminishing Returns (NY Times)

The endowment model just doesn't work long term. Why use it?


Portfolio Reflections & Resolutions (BlackRock)

Insights gathered from thousands of advisors on nearly 10,000 investment models in last 12 months.


Time To Talk About The R-Word (Beaumont Capital)

Why investors should be cautious, and what to do about their portfolios. 


Did Dow Theory Just Trigger A Sell Signal? (Reformed Broker)

Even if you don’t believe in the Dow Theory, understanding how it works is key.


The 1 Thing That Might Make ESG Catch On (Institutional Investor)

Investors want data on impact funds. These managers want to give it to them.


Microsoft, BlackRock Partnering On Retirement Platform (Think Advisor)

Companies exploring next-gen solutions to help people collect lifetime income.


Prediction Vs. Preparation (Wealth Of Common Sense)

It’s important to know the difference between the two concepts.


Russia Now Runs OPEC (Bloomberg)

Oil producer’s group has been weakened by its need to bring an outsider into its heart to broker output deal.


Managed Futures: ‘Tis The Season For Losses (WisdomTree)

Managed futures strategies have been among the most disappointing investment categories since bottom of financial crisis.


Time To Update Accredited Investor Hurdle? (WealthManagement)
The definition of an accredited investor hasn't been meaningfully modified since 1982.


Path To Retiring Early In 1 Simple Chart (Barron’s)

Keeping your expectations realistic is key when considering early retirement.

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