TDI Podcast #124 – Evensky: Modern Portfolio Theory Dead?
August 30, 2009 11:59 pm
Guest: Harold Evensky, CFP and Andrew discuss the viability and benefit of traditional asset allocation. Is it dead and if so, should it be resurrected? We also discuss some of the more important work on the subject, both historically and more recently. Andrew also provides a look ahead at market conditions and what the September Almanac is saying.
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Mr. Evensky is the President of Evensky & Katz. Prior to forming his own company, he served as a Vice President of Investments with major investment banking firms. Mr. Evensky received his Bachelor’s and Master’s Degrees from Cornell University. He has been a featured speaker on investment topics at numerous national and international conventions, including the AICPA, the ICFP, the IAFP, the College for Financial Planning, the American College, the American Society CLU and Chic and the AAII.
Click HERE for full Bio for Mr. Evensky (pdf)
Click HERE for the discussion on Netflix and Microsoft
Stocks discussed in this episode: Netflix (NFLX), Microsoft (MSFT) among others….
Check out the 14 minute virtual tour HERE