Articles and papers we have written


 

 

 

 

  • Trending Topic in Advisor Perspectives: “Does the Bucket Approach Destroy Wealth?” Here is my rebuttal. LinkedIn, January 2019.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

  • Share Class Warfare - A counter perspective on the legitimacy of 12b-1 fees as they pertain to advisor-distributed mutual fundsJournal of Financial Planning. October 2004.