walkinwood
Thinks s/he gets paid by the post
There are a couple of very good articles in the March issue of the Journal of Financial Planning (They are available for free only in the current month)
Asset Allocation for Retirement: Simple Heuristics and Target-Date Funds
The authors study static and dynamic asset allocation methodologies (like age in bonds) including those used by target date funds.
Unsafe at Any Speed? The Designed-In Risks of Target-Date Glide Paths
Zvi Bodie and others look at the risks in Target Date Funds and suggest a method for measuring their risk. I thought this was a very insightful article.
And from the Boglehead's forum, this entry was very interesting especially the analysis done by the 2nd poster.
Bogleheads :: View topic - Static Asset Allocation vs. Shifting With Age
I use a 60/40 equities/bonds static allocation, but of late, am questioning it. Hence, this reading list. I haven't been convinced that a dynamic allocation is the way to go - maybe a more conservative one - say, 50/50.
Asset Allocation for Retirement: Simple Heuristics and Target-Date Funds
The authors study static and dynamic asset allocation methodologies (like age in bonds) including those used by target date funds.
Unsafe at Any Speed? The Designed-In Risks of Target-Date Glide Paths
Zvi Bodie and others look at the risks in Target Date Funds and suggest a method for measuring their risk. I thought this was a very insightful article.
And from the Boglehead's forum, this entry was very interesting especially the analysis done by the 2nd poster.
Bogleheads :: View topic - Static Asset Allocation vs. Shifting With Age
I use a 60/40 equities/bonds static allocation, but of late, am questioning it. Hence, this reading list. I haven't been convinced that a dynamic allocation is the way to go - maybe a more conservative one - say, 50/50.