Reversing Field I had intended this column to be something else. Last week, I summarized William Sharpe's long-standing claim that aggressive investors should leverage the market portfolio, rather ...

This is the second in a series of articles that show how the National Association of Online Investors (NAOI) is changing how investing works to better cope with modern market volatility. The first ...

Target date funds (TDFs), which make up over half of total 401(k) assets, are not following the investment theory they claim to, exposing investors to more risk than theory recommends. The TDF ...

The Tree of Knowledge System, described in the previous post, posits that there are four fundamental divisions in nature. The first division is between Energy and Matter, the second is between Matter ...

Professor William Sharpe won the 1990 Nobel Memorial Prize in Economic Sciences for developing the capital asset pricing model, which, among other aspects, asserted that a stock’s expected return ...

Target date funds require modernization, as their 'set it and forget it' approach limits participant engagement and may expose investors to hidden risks. Integrating academic lifetime investing theory ...

Forbes contributors publish independent expert analyses and insights. I offer research-based insight on what really matters to investors. Given such movements, it’s quite likely that it’s now time for ...

Cross section detail of a Nautilus Shell. Professors of Finance Andrew Lo (MIT) and Stephen Foerster (University of Western Ontario) recently published In Pursuit of the Perfect Portfolio: The Stories ...

Charles developed the Dow Theory before the turn of the 20 th century. The Dow Theory was published in a series of articles in the Wall Street Journal. Ironically, Charles Dow also co-founded the Wall ...

The intertemporal elasticity of investment for long-lived capital goods is nearly infinite. Consequently, investment prices should fully reflect temporary tax subsidies, regardless of the investment ...

Trevir Nath has five years of experience as a financial writer working with various startups, financial services companies, and news publications. Trevor is an expert on business, personal finance, ...