Active and Passive Arguments

DM Stein - The Journal of Wealth Management, 2003 - pm-research.com
Should we choose to make our investments actively or passively? The author proposes a
structure for thinking about the arguments and counterarguments to this question, and …

Changing equity premium implications for wealth management portfolio design and implementation

H Evensky - Journal of Financial Planning, 2002 - search.proquest.com
The wealth management investment model of diversified multi-asset-class/style portfolios
has served wealth manager clients well. However, there has been a growing consensus that …