Sep/Oct: Advanced Portfolio Construction

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Considering All Options for Bonds: Challenges to the 40 Percent of the 60/40

Chandler Norder
Benjamin Doty, CFA®
W. J. Rossi, CFP®, ChFC

When Diversification Fails

Sebastien Page, CFA®

Avoid These Five Decision Traps to Improve Your Investing

Keith Van Etten, CIMA®, CAIA®, CFP®
John P. Bryson

Artificial Intelligence: Rage Against the Machinewashing

Aaron Filbeck, CAIA®, CFA®, CFP®, CIPM, FDP

Managing Retirement Assets

Dana Anspach, CFP®, RMA®
Stephen "Moe" Allain, CPWA®, RMA®, AAMS®

Limitations of Monte Carlo Analysis

James B. Sandidge, JD
Derek Tharp, PhD, CFP®
Robert Powell III, CFP®, RMA®

Inside The Institute