This article attempts to clear up some of the confusion around the assumptions, logic, and results discussed in my previous article on retirement accounts.
About: Aaron Brask
Recent Posts by Aaron Brask
Quantifying the Value of Retirement Accounts
This article quantifies the immense value in not having to pay taxes on investment income and rebalancing (i.e., dividends, interest, and capital gains) within retirement accounts.
Another Pet Peeve: Correlation v Active Opportunity
This article dispels any notion of a relationship between correlations and opportunities for active managers to perform despite the many comments that assume such a relationship exists.
Stock Misplacement in Size-Based Indices
[alert_box style="message" close="no"]Here is a link to the PDF: Stock Misplacement in Size-Based Indices.[/alert_box] There has been much discussion of the small cap premium recently. Has its popularity cannibalized its utility? Are large firms preventing a level playing field? Will the small cap premium exist going forward? This article does not address these concerns directly,…
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