Categories: Asset allocation

Harvard Endowment Corrects Course With Return to the Past

Posted by: Aaron Pressman on August 24

One of the first rules of PR damage control is get control of your message. After being battered by months of bad, really BAD press, Harvard University seems to have...

Revisiting the debate over Yale's investing guru, David Swensen

Posted by: Aaron Pressman on June 17

Back in mid-March, I came across a link to an interview with David Swensen, chief investment officer for Yale University’s endowment and author of the 2005 book Unconventional Success: A...

Yale investing guru Swensen missed problems with his advice

Posted by: Aaron Pressman on March 17

The brutal bear market has been less than kind to almost everyone who ever gave investing advice. In some cases, the press has picked up on it but not in...

How to Invest in 2009: Age-Based Tips from 360 Wealth Management

Posted by: Lauren Young on December 21

Today's installment of age-based investment tips for 2009 from advisers at 360 Wealth Management Group of Raymond James & Associates. Greg Ghodsi, senior vice president of investments in Tampa and...

Another Way To Rejigger Your Portfolio

Posted by: Lauren Young on September 26

In this week's issue of BusinessWeek, we asked top financial advisers how they would invest $250,000 for moderate growth over the next five to seven years. We didn't have space...

An Even Bigger Bear

Posted by: Lauren Young on June 18

I received an email from Rob Arnott, chairman of Research Affiliates, today about this story . It seems the Royal Bank of Scotland is even more bearish than Arnott. The...

What is your favorite portfolio analysis tool?

Posted by: Lauren Young on October 04

A reader, who shall be named Dollarwise Dan, sent me an email this week asking for the best way to get a snapshot of his portfolio. He actually works at...

The World According to Milton Balbuena

Posted by: Lauren Young on April 28

Recently I caught up with Milton Balbuena of Contango Capital Advisors in Berkeley, Calif. Contango is a wealth management firm that services high-net worth clients as well as many entrepreneurs...

Maybe you can match Harvard's endowment

Posted by: Aaron Pressman on February 21

Mebane Faber, a money manager at Cambria Investment Management in Los Angeles, has been doing some interesting thought experiments on his blog about how ordinary investors can try to replicate...