Thanks so much for attending my presentations for the FPA Illinois 2016 CAP Conference!
Further Reading Materials:
- The Salience of Financial Planning Fees - It's Not Just About How Much You Charge, But How You Charge
- Price Saliency, Value Saliency, and Getting Paid For Shadow Work
- How Portfolio Rebalancing Usually Reduces Long-Term Returns (But Is Good Risk Management Anyway)
- Managing Sequence Of Return Risk With Bucket Strategies Vs A Total Return Rebalancing Approach
- Is Passive Rebalancing A Form Of Active Management?
- Volume 2 2015 Newsletter - An In-Depth Look At Rebalancing Strategies