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If you believe baby boomers are not prepared for retirement, then you are probably right, according to research from Barclays Global Investors. Barclays looked at retirement assets in boomers' portfolios, and studied the effect of their reliance on home equity along with the effect of a reduction in Social Security and Medicare benefits. Although home equity constitutes a smaller portion of retirement portfolios than you might expect, retiring boomers will face big challenges in the years to come.
Standard and Poors released a study of Equal Weighted Indexing to commemorate the fifth anniversary of their launch. We take a critical look at the S&P study, and show why it fails to answer those questions that are most important to advisors.
Robert Hsu has written a book on China's economy, and he offers some thoughts on important trends for investors to consider.
The debate over identifying skillful active managers continues. Two readers wrote in response to Ken Kam's article last week, challenging Ken's claim that his fund's performance demonstrates the ability to identify skillful active managers.
This issue marks the first anniversary of the launch of Advisor Perspectives, and we offer our reflections on what we have achieved and where we are heading.
Lastly, we provide a final opportunity to respond to our survey on advisor's operational and technology needs, and we announce the winner of the raffle we conducted.
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