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This case examines Dimensional Fund Advisors (DFA)'s decision to enter the retirement market with their new "Dimensional Managed DC" product, a complete retirement solution that aimed to provide investors with what they really wanted: the same standard of living in retirement that they had while...
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This study aims to clarify whether Long Term Equity Funds (henceforth LTFs) are worth the investment of those planning for retirement. The 5-year quarterly returns (2012 -2016) were used to calculate beta and Sharpe ratio of the LTFs then compared to the gold and Thailand stock market's data....
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This article discusses whether those individuals who have filed for protection under Federal bankruptcy law should be permitted to shield funds in inherited Individual Retirement Accounts ("IRAs") from their creditors. Recently, two U.S. Circuit Courts of Appeals issued opposing opinions about...
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