Monitoring the Sufficiency of a Retirement Portfolio

Individuals with well designed retirement plans and solid portfolio performance may still face an income shortfall.

Buying Track Record

Can an investor identify superior fund managers by reviewing historical fund performance?

In Search of Investment Excellence

Principles and theory used in value investing.

Was the Pain of the Loss Greater than the Pleasure of the Gain?

An introduction to the concept of investor utility, including techniques for responding to bear markets.

Hedge Funds: A Critical Examination

This article was written after reviewing studies on hedge funds and how they are structured. It was published in The American College of Trust and Estate Counsel Journal