The Portfolio Review: Why It Is Important and How to Do It

This week’s AAII Weekly Digest highlights these “must-read” AAII articles:   The Portfolio Review: Why It Is Important and How to Do It Performing your own periodic portfolio review (quarterly or at least yearly) will help you understand whether you are on course to meeting your goals, or whether you need to change your strategy…

 

Nobel Laureate Advocates Allocating by Market Weight

This article originally appeared in the September 2014 issue of the AAII Journal. William “Bill” Sharpe is the STANCO 25 Professor of Finance, Emeritus, at Stanford University, recipient of the 1990 Nobel Prize in Economic Sciences and a co-founder of Financial Engines Inc. He also authors the Retirement Income Scenarios blog (RetirementIncomeScenarios.blogspot.com). He spoke to AAII…

 

Don’t Over-Rely on Historical Data to Forecast Future Returns

This article originally appeared in the October 2014 issue of the AAII Journal. William “Bill” Sharpe is the STANCO 25 Professor of Finance, Emeritus, at Stanford University, recipient of the 1990 Nobel Prize in Economic Sciences and a co-founder of Financial Engines Inc. He also authors the Retirement Income Scenarios blog (RetirementIncomeScenarios.blogspot.com). In this excerpt of…