The Value Premium: An Emperical Update

• Does the Value Premium Exist?
• Differing Indexes, Differing Opinions
• Trends in the Value Premium
• Large, Small, and International Value Reviews

Investment Basics: Rational Investing and Asset Allocation

• Contrasting Hopeful and Rational Approaches
• Asset Allocation: A Definition
• Asset Allocation and the Risk/Return Tradeoff (with Graphs)
• Changing Circumstances and Preferential Criteria

Hedge Funds and the Current Bear Market

• A Primer on Hedge Funds
• Growth and Contraction in Hedge Funds
• Fund of Funds
• Matching Redemption Request Dates to Market Activity

Wealth Management Strategies: Portfolio Withdrawals in Turbulent Times

• Investment Policy design based on wealth utility needs
• How to establish an optimal portfolio allocation within the risk tolerances of the investor.
• Buy and Hold vs. Constant Absolute Risk Aversion (or Relative Risk Aversion)
• Risk Aversion’s Relationship to Utility of Wealth
• Establishing a Floor value and multiplier
• Comparative Performance of Asset Management Styles

Economics, Recessions and the Stock Market

• Defining “Recession”
• Stock Market Post Recession
• The Duration of Recession-Induced Bear Markets

Social Security Retirement Income Elections

• When to Begin Receiving Benefits?
• Which Elections are Best?
• Tax Implications
• SCLC’s Simulation Conclusions of Social Security Elections

Safety First: Protected Investment Products

• Managing Risk With Equity Indexed Annuity (EIA)Contracts
• EIA Provisions and Regulatory Environment
• Evaluating EIA Performance
• Who Should Buy EIAs?

ETFs, Liquidity, and Best Execution

• Retail vs. Institutional trading
• Pricing and the effects of order volume
• Best Execution: a Process not an Outcome

ETFs: A Critical Review of a Popular New Investment Product

• Index Mutual Funds vs. ETFs
• Legal Structures and Investor Protections
• Tax Management: Opportunities and Pitfalls

• The larger an actively managed fund, the less likely it is to earn alpha. Why?
• Is there an optimal size for actively managed funds?
• How should fund size affect a decision whether to buy or sell an active fund?