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Resources

Implementing the Income Portfolio

Watch Asset Dedication’s Professor Stephen Huxley and Brent Burns meet with the American College to discuss the research behind the defined income portfolio.

Implementing the Growth Portfolio

Watch Asset Dedication’s Professor Stephen Huxley and Brent Burns meet with the American College to discuss the research behind the growth portfolio.

How Bull and Bear Markets Work

Watch Jason Branning give an educational presentation on how Bull and Bear markets work, giving you histroical context as you begin to think about your investing.



Latest News

Using a Hierarchy of Funds to Reach Client Goals Thumbnail

Using a Hierarchy of Funds to Reach Client Goals

Personal finance is not institutional finance; therefore, we believe that there is an alternative mental map that changes the way advisers and individuals think about the unique questions retirees must answer, and offers a hierarchy of funds to reach client goals in any market.

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Putting Markets in Perspective Thumbnail

Putting Markets in Perspective

As your advisory team, we carefully study markets and the ways markets have worked over time. Yet, we simply submit that we do not know the future and never will. We cannot predict stock market actions in a particular week or year. We believe that anyone who says they can accurately and consistently predict markets by trading in and out of stocks is in great danger of overreaching themselves - too clever by half.

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Branning's Retirement Planning Article Published in the Journal of Financial Planning

Financial planners are driven by the passionate desire to serve clients with evidence-based convictions. Yet, planners often seem locked in a battle with each other over the superior method to deliver retirement income to clients. Often, this leads to staking out a position that one method is universally superior to others. In theory and in practice there are multiple paths to forming a retirement plan for clients. An individual client’s retirement income plan that attempts to account for unbounded conditions cannot be solved by math; a more robust framework is needed. This different logical framework must ask, “What is the question under the question of the best solution for retirement income?” We believe that deeper question is, “What kind of income is preferred and desired during retirement?”

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