2002-2006

Back to main page

June 2007 - Hanna, Behavioral Finance—Benefiting from Irrational Investors  

June 2007 - Bernstein, Comin' Around Again? 

April 2007 - Robinson, Who's the Fairest of Them All? A Comparative Analysis of Financial Advisor Compensation Models 

April 2007  - Bernstein, The Executioner of Excellence

January 2007 (published October 2006) - Dowling, Lucey, The 7 Deadly Sins of Investors  

January 2007 (published November 2006) - Hewitt Associates, The Retiree Health Care Challenge 

November 2006 (published April 2006) - Riepe, Swerbenski, Investment Research Rebalancing for Tax-Deferred Accounts: Just Do It—Don't Worry How 

November 2006  (published January 2006) - Portfolio Rebalancing in Theory and Practice  

November 2006 (published May 2006) - Asset Class Returns: 10 Years Later 

September 2006 - "Top 20" financial blogs recommended by "24/7 Wall Street"   

September 2006 (published in April 2006) - Goetzmann, The Ancient Roots of Today's Financial Tools 

July 2006 (published December 2005) - Dammon, Poterba, Spatt, Zhang,  Maximizing Long-term Wealth Accumulation: It's Not Just About "What" Investments To Make, But Also "Where" To Make Them  

July 2006 (published June 2004) - ING, Asset Allocation 

July 2006 (published 1992) -Sharpe, Asset Allocation: Management Style And Performance Measurement 

May 2006 (published October 2005) - Dammon,  Poterba, Spatt,  Zhang, Maximizing Long-term Wealth Accumulation: It's Not Just About "What" Investments To Make, But Also "Where" To Make Them 

May 2006 (published April 2006) - Troutner, The Squeaky Wheel  

May 2006 (published March 2006) - Introduction by Paul Krugman to The General Theory of Employment, Interest, and Money, by John Maynard Keynes 

May 2006 (published March 2006) - Bernstein, A Mean-Variance Society?  

March 2006 (published February 2006)  - Troutner, Stewards of Capitalism 

March 2006 (published February 2006) - Lord, Asset Allocation or Alpha? 
 

January 2006 (published September 2005) - Bauman, Two Investment Gurus: Index Funds are Path to a Winning Investment 

November 2005 - Bernstein, Too Much Capital 

November 2005 (published April 2003) Clark, Silva, Reasonable Expectations for the Long Run US Equity Premium  

October 2005 (published June 2005) - Tokat, The Asset Allocation Debate: Provocative Questions, Enduring Realities  *** Highly Recommended ***

October 2005 (published August 2005) - Troutner, Saving Investors From Themselves 

October 2005 - Bernstein, Mea Culpa 

September 2005 - Money Science: Financial Intelligence Network 

September 2005 (published 2002) - Davies, Davies, A Comparative Chronology of Money: Monetary History from Ancient Times to the Present Day 

September 2005 - Financial Institutions Center - working papers 

September 2005 - Revenue Watch, Covering Oil: A Reporters Guide To Energy and Development   - a great big picture description of the oil industry

August 2005 (March 2005) - Hoguet, Oil and Currency Distortions in the World Economy and Their Long-Term Investment Implications 

August 2005 - RGE Monitor - this is probably the best site on the web for global economics.  *** Highly Recommended *** It was updated in July and is much improved but is going to a paid service in September.  Check it out while you can!

August 2005 - econjournalwatch.org - scholarly comments on academic economics.  *** Highly Recommended ***

May 2005 (April 2005) - Bennyhoff, Preserving a Portfolio’s Real Value: Is There an Optimal Strategy? 

May 2005 - Bernstein, Why You Can’t Afford a House in San Francisco 

May 2005 - jasonzweig.com 

May 2005 (Winter 2005)- Bernstein, The $150 Billion Question 

February 2005 - MoneyScience.org - Financial Intelligence Network 

February 2005 (published April 2003)  - Analytic Investors, Reasonable Expectations for the Long-Run U.S. Equity Risk Premium 

February 2005 - Analytic Investors - Research 

February 2005 (published August 2003)  - Baryshevsky, What is hidden in the Fed's model? The Second Approximation 

February 2005 - EDHEC-RISK, Asset Management Research 

December 2004 (published Fall 2004) - Troutman, Plotting Your Course The Art & Science of Our Investment Relationships, Part 1 and Part 2 

December 2004 (published Fall 2004) - Brooks, Gray, History of the Forecasters (abstract only)

December 2004 (published Fall 2204) - Bernstein, Luigi Does It Yet Again  

December 2004 (published May 1998) - Fama, Asset Management:  Engineering Portfolios For Better Returns 

August 2004 - the Efficient Market Hypothesis site - great history of the EMH and bibliography 

August 2004 (published June 2004) - Savage, Prices, Probabilities and Predictions 

 August 2004 (published in January 2004) - Chensvold, DFA vs. Vanguard

June 2004  - Pareto, Engineering For Better Returns    

June 2004 - Haslem, Indexing or Active 

June 2004 - Bogle, Growth vs. Value, 1937-1997  

June 2004 (published May 2004) - Tokat, International Equity Investing: Long-Term Expectations and Short-Term Departures 

April 2004 - Bogle, Why Have Stocks Provided Long-Term Real Returns of 7%?  

March 2004 - Silver, Passive Momentum Asset Allocation: Putting The Market To Work For You 

March 2004 - Lord, Highlights of the 2003 NACUBO Endowment Study 

February 2004 - Sellers, Could Stocks Still Be Undervalued?  

February 2004 - Kizer, Behavioral Bias: A Closer Look at Stock Price Anchoring   

February 2004 (published in January 2004) - Bernstein, Almost Normal: Of Fat Tails, Mean Reversion, and Survival    The two papers cited in the article : Jorion, The Long Term Risks OF Global Stock Markets; Gabaix, Gopikrishman, Plerou, Stanley, A Theory Of Large Fluctuations In Stock Market Activity 

February 2004 (published in 2001) - Arnold, Butler, Crack, Altintig, Impact: What Influences Finance Research? - great reading lists of the top articles in the past 30 years!! (Thanks to Professor Butler of the University of South Florida) 

November 2003 - Rugh, Participant Contribution and Asset Allocations During the Recent Bull and Bear Market: Evidence From TIAA-CREF 

November 2003 -Walsh,  How Much Should a Person Save for Retirement? 

November 2003 (published October 2003) - Mills, The Problem with Hedge Funds 

November 2003 (published July 2003) - Ma, The Impact of the 2003 Tax Law on College Savings Options 

November 2003 - A great article on the father of finance - Louis Bachelier (published in 2000); see also Louis Bachelier (1870-1946) 

November 2003 - Economics History Network - a great spot for those interested in economic history and related topics

November 2003 - Interview with Eugene Fama; Interview with Kenneth French

November 2003 - Buck, Can Brains Beat the Market? 

October 2003 - Merriman, The Perfect Portfolio 

Fall 2003 - Bernstein, Signal, Noise, and Success 

October 2003 - Armstrong, It Don't Get Much Worse Than This! 

August 2003 - Armstrong, Dollar Cost Averaging-The Basics 

July 2003 - Vanguard Investment Counseling & Research, Sources of Portfolio Performance: The Enduring Importance of Asset Allocation  

Summer 2003 - Bernstein, Margin of Safety in the Asset-Class Era 

Summer 2003 - S&P - Active vs. Passive - A New Scorecard 

March 2003 - Troutner, We Are, I Regret, Captives Of Recent History

Spring 2003 (published 9/99) - Diamond, What Stock Market Returns To Expect In The Future?

Spring 2003 - Bernstein, The Returns Fairy... Explained

March 2003- Merriman, The Ultimate Buy-and-Hold Strategy 

February 2003 - J. Troutner - Investors And Advisers Should Fight The Urge To Tweak Their Portfolios Too Much 

February 2003 - Rassmusen, The Nobel Prize In Economics

Winter 2003 – Bernstein, The Retirement Calculator From Hell   

Winter 2003 – Bernstein, The Final Cowards Update (if you are looking for a good basic model portfolio)    

January 2003 – Swedroe, One-Decision Stocks & The Nifty-Fifty - The Price You Pay Does Matter