James Picerno

The One True Free Lunch For Investors

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There's a growing recognition that raising after-tax return is a risk-free strategy for earning alpha.

How ‘Safe’ Are Rich Retirees?

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What’s an optimal spending rate in retirement? The answer varies—even for (some) wealthy clients.

AQR Finds Junk Risk Can Hurt

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A new study shows that the small-cap stock premium is alive and well … but only if you avoid the schlock.

Slow-Growth Debate

by James Picerno

Are lower returns and higher correlations the new normal for investors?

New World Borders

by James Picerno

Globalization is reinventing international investment strategies.

The Last Frontier

by James Picerno

Rebalancing software is crucial, but many advisors overlook it.

Puzzling Behavior

by James Picerno

Customized risk allocation strategies are popular, but are they prudent?