Oldies but Goodies

Evensky, Harold
February 2008
Journal of Financial Planning;Feb2008, Vol. 21 Issue 2, p28
Academic Journal
The article discusses papers that the author believes have significantly influenced how financial planners work. "Capital Ideas: From the Past to the Future" by Peter Bernstein is a strong defense of modern finance, modern portfolio theory, and neoclassical economics. "The Winner's Game" by Charles D. Ellis advises investors on which of the five stages of the investment process they should most focus on. "Determinants of Portfolio Performance" by Gary P. Brinson, et al demonstrated the predominant role portfolio policy plays in plan returns.


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