Articles / Media appearances

 

The 60/40 Portfolio Will Outlive Us All

Balanced investing is the golden ratio of our industry. It has lived 90 years. It will outlive us all.

 

Diversification Works for Bonds

A fully diversified portfolio of bonds outperformed during rising interest rates surprisingly often

The Rise of Passive and Indexed Investing, and its Effect on Market and Liquidity Risk

A candid and detailed look at the many potential risks of indexing from an indexed fund manager

Dear Ms. Yellen, I Don’t Care What You Do

The industry is wrong, rising interest rates are not bad for investors

 

Interview with Marketwatch columnist Chuck Jaffe on 'Moneylife'

 

Interview with CNBC about IRAs

Jennifer Woods interviews Andy Martin about IRA features

 

Strengthen Client Relationships by Determining if They Are Cargo, Passenger or Co-Pilot

Clients and advisors need to evaluate what kind of relationship they have for better success

 

Interview with Ron Delegge's Index Investing Show

Does Risk = Reward? No. FInd out why (start at minute 21:00)

 

Live at the FA Magazine Inside Alternatives conference

If the world has a problem we got a solution

 

How Not to Hire an Investment Adviser

Forget about his golf handicap--trust is the most important criteria.

 

The Great War, the NYSE and a Legacy of Strength

The NYSE closed longer during World War I than any other time in history, but the shared virtues of the exchange, the media, and politicians are a model for today's less genteel time. 

 

Bursting the Bond Bubble Babble

There is no bond bubble. Anxieties around rising interest rates are overblown.

 

Must Bond Investors Fear Rising Interest Rates?

When interest rates go up total return goes up, not down. A surprising revelation about what really happens during risng rates. 

 

Kill the Two-Asset Model

Too many advisors and investors are still stuck doing 60/40 asset allocation plans. Try five asset classes instead.

 

3Twelve--A Map of all the Bonds in the World

We live in a debtor world. As such, bonds are the largest asset class. See in one picture how they measure up. 

 

Advisors4Advisors Webinar 

Study: Long-Term Bond Fund Investors Perform Better Than Expected In A Period Of Rising Rates.

 

 

 

 

Interview with Chuck Jaffe - MoneyLife
00:00 / 00:00

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Dollarlogic is is not, and should not be regarded as investment advice or as a recommendation regarding any particular security or course of action. Opinions expressed in the book and on this website are current opinions as of the date appearing in this material only and are subject to change without notice. 

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