Results of Appeals Process

July 2006
Journal of Financial Planning;Jul2006, Vol. 19 Issue 7, p16
Academic Journal
The article refers to "Passive Investing: The Emperor Exposed?," by Christopher Carosa, which was published in the October 2005 issue of "Journal of Financial Planning." Because of readers' letters and a formal challenge presented by financial planner Allan Roth, Mr. Carosa's methodology was reviewed by an Appeals Committee. The issue was a math error in calculating the weight of rolling periods for evaluating future assets. The committee suggested that Mr. Carosa re-examine his methodology and that Mr. Roth present his own paper.


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