January/February 2012—Forecasting/Modeling

Year Published: 
2012

Issue:

Feature Articles
A Case for Collapsing Private Foundations, David A. Hirsch, CIMA®, CPWA®
Demographics: Investing Using the Future That Has Already Been Written, Charles Lewis Sizemore, CFA®
Demography, Debt, Diminishing Natural Resources, and Investment Policy, Burton G. Malkiel, PhD
Expected Return, Christopher J. Brightman, CFA®
Fusion Analysis: Investment Methods Combined, Jay L. Shein, CIMA®
Is One Better Than Three? David B. Loeper, CIMA®, CIMC®
Long-Term Bull and Bear Markets, Alex Shahidi, JD, CIMA®, CFA®, CFP®, CLU, ChFC
Pretty Good Protection, Rex Macey, CIMA®, CFA®, and Rachana Rathi
Relative Strength: A Critical Portfolio Management Tool, Michael Moody, CMT
Retirement Income Illustrations for Clients: The Uses of Disclosure and Projection, Dan Gardner
Women and Wealth: Engaging Affluent Female Clients in the Advising Process, Kathleen Burns Kingsbury, LMHC, CPCC

Book Review
Blind Spots: Why We Fail to Do What’s Right and What to Do about It, Reviewed by Mark Harbour, CFP®, CFA®, CIMA®