Jul/Aug: Evolution of Indexing

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Why Factor Tilts Make Sense and Implementation Differences Matter

Daphne Y. Du, PhD, CFA®
Dan Price, CFA®, FRM®

The Behavioral Wealth Advisor

C. Thomas Howard, PhD
Lambert Bunker

The Decumulation Paradox: Why Are Retirees Not Spending More?

Nick Halen, RICP
Todd Taylor, FSA, MAAA
Dylan W. Huang, FSA, MAAA

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