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    FPA New Jersey 2015 – Presentation Handout Materials & Supporting Information

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    Thanks so much for coming to my presentation for the FPA New Jersey 2015 Fall Conference!

    Presentation Materials

    Click the links/images below to download a copy of the presentation materials:

    Setting A Proper Asset Allocation Glidepath In Retirement - FPA New Jersey - Oct 29 2015 - Handouts

    Modern Portfolio Theory 2.0 - FPA New Jersey - Oct 29 2015 - Handouts

    Further Reading/Materials:

    Should Equity Exposure Decrease in Retirement, Or Is a Rising Equity Glidepath Actually Better?

    Accelerating the Rising Equity Glidepath, With Treasury Bills as Portfolio Ballast?

    Valuation-Based Tactical Asset Allocation in Retirement and the Impact of Market Valuation on Declining and Rising Equity Glidepaths

     

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