Author Archives: Richard K. Fullmer

Modern portfolio decumulation?

Let me offer a short survey to the global community of investment advisors: Describe the most efficient way to manage an investment portfolio subject to the investor’s tolerance for placing wealth at risk. Describe the most efficient way to manage … Continue reading

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Mismeasuring risk

Just as not measuring risk can be dangerous, so too can mismeasuring it. As former CEO Andrew Doman commented in a previous post, there may be no better way for the financial services industry to focus on innovation than in … Continue reading

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Primum Non Nocere – “first, do no harm”

How are you educated about investing? How are you balancing safety, long-term financial security and the need for and appropriate use of risk? I am pleased to see efforts to improve investor education have been gaining global momentum recently. In … Continue reading

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