UCLA professor has compiled a checklist for clients and advisors
Study attempts to determine a better way to measure fund risk
Study shows that stocks suffer in periods of low but rising inflation
New Internet sites provide platforms that verify actual performance
Many are reluctant to admit that earlier decisions were wrong
Study finds that equity investors overpay for risky stocks
But baby boomers as a group haven’t saved enough for retirement
Many people lack the self-control and willpower to save for retirement
TDFs shift to more conservative asset mixes, but risk and “glide paths” vary
Viewing and valuing employment as an asset and portfolio component