AQR Capital Management’s Style Premium Fund One Year Later
Last November AQR Capital Management launched a new fund – QSPIX. This fund seeks to capture four specific style premiums while maintaining...
Read moreAn Introduction To Risk Parity Portfolios
If you are a regular reader of my newsletter you know that I try to build portfolios that gain exposure to sources other than traditional stock...
Read moreIs It Time To Give Up On The Global Portfolio?
This chart says it all for some...
Read moreFun with Numbers: How Does Delta’s New Pension Plan Stack Up Against the Old One?
With contract openers being exchanged in the near future, everyone seems to be talking about what we Delta pilots should be getting in our next...
Read moreMore About Delta’s Retirement Plan
I received many responses from my last post about how Delta Pilots’ new Defined Contribution (DC) plan stacks up against the old Defined Benefit...
Read moreMore About Sequences of Returns
Author’s note: As some of my readers have pointed out, I have not written an article in a while. I have been busy with some new clients and other...
Read moreBuild Your Own Equity Indexed Annuity or Other Structured Product
In the last couple months I have flown with three different people who were considering putting large amounts of money into a structured product...
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