Rekenthaler Report

Fortune Doesn't Always Favor the Bold

Discretion can be the better part of valor.

The Cons (and Pros) of Vanguard’s Decision to Offer Private Equity

The timing is suspect, but the concept may eventually make sense.

The Problem of Swimming With the Big Fishes

Their scraps aren't necessarily nutritious.

When Does Investing Become Speculation?

When the expected return is not clearly positive.

From the Archives: In Praise of the Dead (Investors)

Fidelity's "study" rings true, whether it exists or not.

From the Archives: Why Not 100% Equities?

Revisiting a 25-year old suggestion.

The Spotlight Turns on Index Providers

They have quietly acquired huge powers--and responsibilities.

Mutual Funds and Risk Management

Beware of promises that cannot be fulfilled.

Should the Government Mandate Retirement Planning?

Whatever the answer, defined-contribution plans will feature in the solution.

3 Questions That Stump Investment Experts

They can guess, but they do not know.

Replacing 401(k) Plans: Further Thoughts

Ensuring that the plane can stay aloft.

Index Funds Aren't Too Big, but Asset Managers Might Be

The attacks have been directed at the wrong target.

The New American Retirement Plan

The time is right, even if the politicians aren’t yet ready.

401(k)s Have Reached Their Expiration Date

The plans are as good as they can be under the current framework--and that's not good enough.

Mr. Market Isn't So Foolish, After All

Ben Graham's analogy is beguiling but inaccurate.

Should Private Investment Funds Be for Everyone?

Yes, but with a very large asterisk.

How Tortoises Compete With Hares

The quiet attributes of slow-growth businesses.

Christmas Clubs and Private Equity Returns

Freedom is just another word for an emotion left to lose.

The Strange and Happy Tale of Voya Corporate Leaders Trust

A fund that shouldn’t succeed, but does.

Using Morningstar's New Factor Profiles

Another tool for understanding stock funds.

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