The article discusses the definition of the alternative investment asset class. The author notes
that one method of assessing an alternative asset is the correlation of its risk and return …

… Using this valuation data, we break returns into three historical valuation environments:
high P/E, middle P/E, and low P/E. We still assume for the time being that the historical …

The Millennials, also known as" Generation Y" or" Echo-Boomers," are coming. This generation
of current youngsters, born from roughly 1981 through 2001, is just seeing its first and …

… The Kitces Report and his blog “Nerd’s Eye View” through his website www.kitces.com. …
In addition, he is an active writer and speaker, and publishes The Kitces Report and his …

Six years of difficult markets have produced portfolio investment performance well below
that predicted by historical average market returns, and client financial plans may be …

–Both Perry and Carl can keep track of how Carl is proceeding towards his financial goals
on an ongoing basis, with continuous integrated data updates–Perry can also monitor how …

… Kitces raises some interesting questions by focusing on (another) special case of the
break-even frontier for early withdrawal from a taxdeferred account (TDA). In our original …

The longevity annuity has become increasingly popular in recent years as a potential new
vehicle for retirement income, as its ability to delay payments to an advanced age like 85 …

Analyses of savings rates needed for succcessful retirement rates (SSRs) typically assume
constant real earnings growth throughout one’s career. However, data on the life-cycle …

On Apr 20, 2005, Pres Bush signed the Bankruptcy Abuse Protection and Consumer
Protection Act of 2005 (BAPCPA), which will become effective on Oct 17, 2005. Although the …