Brent Burns

President and Co-Founder of Asset Dedication, LLC, specializing in retirement income portfolios. Co-author of Asset Dedication (McGraw Hill 2005).

[Brent Burns @JBrentBurns]

Just commented on an article by @modretiretheory about how MPT may not be the most effective way for individuals with goals. Markowitz seems to agree. https://t.co/L0gnp6dAO0 @AdvPerspectives @APViewpoint

[Brent Burns @JBrentBurns]

@Rick_Ferri Indeed Rick. The S&P Index Versus Active SPIVA study routinely supports your position. I've been following it for a decade and it keeps telling the same story. On average, over time, active investing costs investors money across every asset class

[Brent Burns @JBrentBurns]

A Major Shift Is Coming in How Advisors Use Fintech https://t.co/H1jCTWVDRp via @ThinkAdvisor

[Brent Burns @JBrentBurns]

Citi exec under dire 2009 threat 'accidentally' invents cash arbitrage robo-advisor that's rolling with RIAs in 2017 https://t.co/k1loH5WN2C

[Brent Burns @JBrentBurns]

A little perspective from the Pilgrims on interest rates for Black Friday credit card purchases https://t.co/i5QGqYydqs

[Brent Burns @JBrentBurns]

“Mostly, we have been overwhelmed by the benefits of outsourcing portfolio management” Tom O’Shea at Cerulli https://t.co/VLuq48XIxj

[Brent Burns @JBrentBurns]

Outsourcing portfolio management: Just do it https://t.co/VLuq48XIxj

[Brent Burns @JBrentBurns]

Meir Statman takes on the sacred cow of risk tolerance questionnaires. https://t.co/UiqS6oYvgz

[Brent Burns @JBrentBurns]

Why your tolerance for investment risk is probably not what you think https://t.co/UiqS6oYvgz via @WSJ

[Brent Burns @JBrentBurns]

#FASuccess Ep 029: Attracting Baby Boomers Digitally To A True Retirement Decumulation Specialty… https://t.co/fQb2CslWsl via @MichaelKitces

[Susie Steel, CFP® @SusieSteel]

Kids from dual income families said they wanted their mothers to feel less stressed or guilty & more time from their fathers. #napfa17

[Michelle Fait @MichelleFait]

Money has no real positive value unless deployed to accomplish good - in your life, your family, and society #NAPFA17

[Brent Burns @JBrentBurns]

Long term P/E is a terrible predictor of short term market performance. Good in the long run, but lousy in the short @MichaelKitces #NAPFA17

[Brent Burns @JBrentBurns]

@maxmyinterest looks like free money to me... risk free. Finds best yield on FDIC cash. Better than finding a $20 in you pocket.

[St. Louis Fed @stlouisfed]

If real GDP grows at an annual rate of 2.8% in Q2 as projected, then growth for past year would be 2.3% https://t.co/tVMd6BgZ1v

[Carl Richards @behaviorgap]

Numbers Don't Need to Be King: Don't forget that feelings can play an important role. https://t.co/qPXV4LNoyI #bgradio

[Brent Burns @JBrentBurns]

Over a 30 year period of high inflation, the price of a car at the end equals the price of a house at the beginning. @MichaelKitces #NAPFA17

[Vanguard @Vanguard_Group]

If you're preparing for retirement, you need to do these 4 things: https://t.co/UJMF2H2Q0G

[Brent Burns @JBrentBurns]

Sequence of returns is important, but volatility in inflation is important too. @MichaelKitces #NAPFA17

[Brent Burns @JBrentBurns]

Save more, spend less, retire later, die sooner. Any one improves retirement probability. @MichaelKitces #NAPFA17