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What's New? ... The DALBAR Blog

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The Target Date Replacement
The Target Date Replacement
March, 2 2022 Louis Harvey

What is Prudent Asset Allocation? Prudent Asset Allocation (“PAA”) is an overarching investment strategy that separates investors assets into two...

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Bridging Those Market Valleys
Bridging Those Market Valleys
March, 2 2022 Louis Harvey

What is Prudent Asset Allocation? Prudent Asset Allocation (“PAA”) is an overarching investment strategy that separates investors assets into two...

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Prudent Asset Allocation Case Study
February, 23 2022 Louis Harvey

What is Prudent Asset Allocation? Prudent Asset Allocation (“PAA”) is an overarching investment strategy that separates investors assets into two...

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Always Having Cash When You Need It
Always Having Cash When You Need It
February, 23 2022 Louis Harvey

What is Prudent Asset Allocation? Prudent Asset Allocation (“PAA”) is an overarching investment strategy that separates investors assets into two...

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Capturing Your Fair Share of Stock Markets
February, 23 2022 Louis Harvey

What is Prudent Asset Allocation? Prudent Asset Allocation (“PAA”) is an overarching investment strategy that separates investors assets into two...

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Retirement Funds
The Best Way to Make Your Retirement Funds Work for You
February, 23 2022 Louis Harvey

What is Prudent Asset Allocation? Prudent Asset Allocation (“PAA”) is an overarching investment strategy that separates investors assets into two...

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A Best Interest Approach to Asset Allocation
A Best Interest Approach to Asset Allocation
December, 17 2021 Louis Harvey

Asset allocation has been practiced in an arbitrary way since the dawn of the Modern Era[1]. While thought to be beneficial, great improvements to...

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Environment, Social, Governance (ESG)
Proposed ESG Regulations Pave the Way for ESG Investing in ERISA Plans
October, 18 2021 Louis Harvey

The DoL’s proposed rule, "Prudence and Loyalty in Selecting Plan Investments and Exercising Shareholder Rights" (“ESG Proposal”) released on October...

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How to Prevent Investor Panic Selling
How Advisors Prevent Investor Panic Selling
October, 4 2021 Louis Harvey

It seems fitting, if not ironic, that in the year 2020 hindsight emerged as an important theme. The COVID-19 pandemic had taken the world by storm...

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Investment Returns
Factors Influencing Future Returns
September, 16 2021 Louis Harvey

It is a natural reaction for institutions and individuals to want to find out how much money their investments have earned or lost. This holds the...

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Analyzing Investment Returns
Why Returns can't be Evidence of a Fiduciary Breach
September, 15 2021 Louis Harvey

Background It is a natural reaction for institutions and individuals to want to find out how much money their investments have earned or lost. This...

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