Efficient Frontier

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  My Conversation With Harry Markowitz: MPT and Behavioral Economics

  By Bob Clark, AdvisorOne  |  May 2, 2013

  The father of modern portfolio theory can still educate and surprise, as in our conversation on how MPT can, and should, work with behavioral finance.

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  The Financial Upside of Succession Planning

  By James Poer  |  June 26, 2012

  As a smart financial advisor, you want to maximize the value of your most valuable asset—your practice.

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  Jefferson National Adds Alternative Investment Offerings

  By John Sullivan, AdvisorOne  |  May 14, 2012

  Company claims recent additions means it has more than 65 tax-deferred funds in the alternative investment category.

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  Five Good Questions for William J. Bernstein of 'Efficient Frontier'

  By Bob Seawright, Madison Avenue Securities  |  March 3, 2011

  The asset-allocation specialist argues, "Wealth is not a dollar amount, but rather a ratio measured in years; in other words, how many years’ living expenses you’ve saved."

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  Dispatches from the Tax-Efficient Frontier

  By David Lau  |  February 1, 2011

• Jefferson National White Paper Says Variable Annuities Offer 'Tax-Efficient Frontier'

  By Joyce Hanson, AdvisorOne  |  July 8, 2010

  A Jefferson National Life Insurance white paper on portfolio management says tax efficiency will emerge as a "significant new imperative" as taxes rise and and financial advisors can mitigate clients' risk with a new category of variable annuity.

• Alternatively Speaking

  By Robert A. Isbitts  |  March 1, 2008

  It's hardly surprising that many advisors are new to the world of hedged investing. Back in the 1980s and 90s, when the stock and bond...

• Core Tour

  By James Picerno  |  January 1, 2007

  How do you define a core equity exchange-traded fund? It's a simple question for a crucial subject, and it comes with increasingly nuanced (and controversial)...

• Turning Losses to Gains

  By Staff Writer  |  November 1, 2003

  It's getting closer: That loathed end-of-the-year tax season that causes many investors to scramble in search of cash to pay for an unexpected tax bill...

• Company Man

  By Staff Writer  |  November 3, 2001

  Kent Akins is a Merrill Lynch guy, and proud of it