The 1st edition of “Muscular Portfolios” was published in October 2018. The book contains 576 footnotes. As Web pages move or disappear, we manually update any tiny links that have broken, changing the destination to the latest known location. Footnote numbers with new destinations that differ from the ones in the book are underlined.
This page also links to:
• Footnotes and their long Web addresses (shown below on this page)
• Historical data on Muscular Portfolios
• Errata from the book
• Disclosures
Footnotes
Note Tiny link Long link
1001 bri.li/1001 www.barrons.com/articles/whats-next-for-etfs-1510976833
1002 bri.li/1002 ssrn.com/abstract=94143
1003 bri.li/1003 fic.wharton.upenn.edu/fic/papers/06/p0614.htm
1004 bri.li/1004 www.ebri.org/publications/benfaq/index.cfm?fa=retfaq14
1005 bri.li/1005 works.bepress.com/brooke_harrington/5/
1006 bri.li/1006 www.aeaweb.org/articles.php?doi=10.1257/jel.52.1.5
1007 bri.li/1007 www.theatlantic.com/international/archive/2014/05/the-danger-of-financial-ignorance-do-you-understand-money/361851/
1008 bri.li/1008 www.americanfunds.com/individual/planning/market-fluctuations/past-market-declines.html
1009 bri.li/1009 baldwinclarke.com/wp-content/uploads/2016/01/JPMorgan-Slide-14-Bear-Markets-and-Subsequent-Bull-Runs-cut-768×557.jpg
1010 bri.li/1010 am.jpmorgan.com/us/en/asset-management/gim/adv/insights/guide-to-the-markets/viewer
1011 bri.li/1011 www.advisorperspectives.com/dshort/updates/Four-Totally-Bad-Bears.php
1012 bri.li/1012 www.advisorperspectives.com/dshort/updates/Four-Totally-Bad-Bears.php
1013 bri.li/1013 en.wikipedia.org/wiki/The_Intelligent_Investor
1014 bri.li/1014 books.google.com/books?id=klYquu4H1wAC&pg=PR12&ved=0CDAQ6AEwAA#v=onepage&q&f=false
1015 bri.li/1015 stockcharts.com/freecharts/perf.php?VUSTX,VFINX&l=309&r=4148&O=011000
1016 bri.li/1016 www.aaii.com/journal/article/trading-more-frequently-leads-to-worse-returns
1017 bri.li/1017 www.marketwatch.com/story/timing-this-market-is-guaranteed-to-make-you-a-loser-2014-08-08/print
1018 bri.li/1018 www.aaii.com/journal/article/trading-more-frequently-leads-to-worse-returns
1019 bri.li/1019 www.forbes.com/sites/billharris/2012/12/10/want-to-boost-investment-returns-start-with-tax-management
1020 bri.li/1020 www.etf.com/etf-education-center/21017-why-are-etfs-so-tax-efficient.html
1021 bri.li/1021 finance.yahoo.com/news/etfs-capital-gains-distributions-remain-120000409.html
1022 bri.li/1022 www.fool.com/investing/mutual-funds/2010/11/11/the-true-cost-of-12b-1-fees.aspx
1023 bri.li/1023 www.ici.org/pdf/2015_factbook.pdf
1024 bri.li/1024 reuters.com/article/us-money-etf-401k/etfs-are-hot-everywhere-but-workplace-retirement-plans-idUSKCN1AV1J1
1025 bri.li/1025 www.ici.org/pdf/2015_factbook.pdf
1026 bri.li/1026 www.seeitmarket.com/what-are-etf-and-mutual-fund-flows-trends-telling-investors-now-14449
1027 bri.li/1027 books.google.com/books?id=b0cEAAAAQAAJ&pg=RA1-PA81&dq=%22cut+short+your+losses+let+your+profits+run+on%22&hl=en&sa=X&ved=0ahUKEwjWs_7xfXPAhXJqVQKHYWVDVYQ6AEILjAD#v=onepage&q=%22cut%20short%20your%20losses%20let%20your%20profits%20run%20on%22&f=false
1028 bri.li/1028 onlinelibrary.wiley.com/enhanced/doi/10.1111/0022-1082.00072/
1029 bri.li/1029 onlinelibrary.wiley.com/doi/10.1111/j.1540-6261.1993.tb04702.x/full
1030 bri.li/1030 https://ssrn.com/abstract=2480181
1031 bri.li/1031 onlinelibrary.wiley.com/doi/10.1111/j.1540-6261.1970.tb00518.x/full
1032 bri.li/1032 books.google.com/books?id=kAtba1WxkKkC&pg=PA129&lpg=PA129&dq=%22failure+of+the+efficient+markets+model+is+thus+so+dramatic%22&source=bl&ots=YhB_veCNlN&sig=tMv7lZM_sUPErqIzN9bC6tcHnjQ&hl=en&sa=X&ved=2ahUKEwj-9O_Fj8jcAhW0ITQIHbmKAa8Q6AEwAnoECAEQAQ#v=onepage&q=%22failure%20of%20the%20efficient%20markets%20model%20is%20thus%20so%20dramatic%22&f=false
1033 bri.li/1033 news.yale.edu/2011/02/17/shiller-paper-cited-one-century-s-top-economic-articles
1034 bri.li/1034 www.jstor.org/stable/2327804
1035 bri.li/1035 papers.ssrn.com/sol3/papers.cfm?abstract_id=911960
1036 bri.li/1036 ssrn.com/abstract=1720139
1037 bri.li/1037 p.feedblitz.com/t3.asp?/332386/4534930/0/www.paecon.net/PAEReview/issue66/GuerrienGun66.pdf
1038 bri.li/1038 nobelprize.org/nobel_prizes/economic-sciences/laureates/2002/press.html
1039 bri.li/1039 nobelprize.org/nobel_prizes/economic-sciences/laureates/2017/press.html
1040 bri.li/1040 books.google.com/books?id=TA7Q27RWlj0C&printsec=frontcover&dq=%22thinking+fast+and+slow%22+kahneman&hl=en&sa=X&ved=0ahUKEwjBg8eXxTWAhVLjFQKHZJ6ASIQ6AEIJzAA#v=onepage&q=chapter%201&f=false
1041 bri.li/1041 advisorperspectives.com/newsletters12/Daniel_Kahneman_on_the_Two_Kinds_of_Thinking.php
1042 bri.li/1042 ritholtz.com/2017/05/181576/
1043 bri.li/1043 johncbogle.com/wordpress/wp-content/uploads/2011/09/NMS-9-12-12.pdf
1044 bri.li/1044 stockcharts.com/freecharts/perf.php?EDV,SPY&l=261&r=374&O=011000
1045 bri.li/1045 www.morningstar.com/cover/videocenter.aspx?id=718639
1046 bri.li/1046 jpm.iijournals.com/content/42/1/119
1047 bri.li/1047 en.wikipedia.org/wiki/Index_fund#Origins
1048 bri.li/1048 news.morningstar.com/articlenet/article.aspx?id=638885
1049 bri.li/1049 bri.li/morning
1050 bri.li/1050 www.researchaffiliates.com/en_us/publications/articles/488_if_factor_returns_are_predictable_why_is_there_an_investor_return_gap.html
1051 bri.li/1051 fortune.com/2016/05/11/warren-buffett-hedge-fund-bet/
1052 bri.li/1052 blogs.cfainstitute.org/investor/2015/02/12/betting-with-buffett-seven-lean-years-later/
1053 bri.li/1053 www.fool.com/investing/2018/01/03/warren-buffett-just-officially-won-his-million-dol.aspx
1054 bri.li/1054 pensionpartners.com/the-hedge-fund-myth/
1055 bri.li/1055 www.aaii.com/n/theaaiistory
1056 bri.li/1056 calpers.ca.gov/page/about/organization
1057 bri.li/1057 www.calpers.ca.gov/docs/total-fund-investment-policy.pdf
1058 bri.li/1058 blogs.wsj.com/moneybeat/2016/08/19/this-is-radical-three-new-etf-ideas-that-actually-make-sense/
1059 bri.li/1059 www.etf.com/etf-education-center/21021-who-are-authorized-participants.html
1060 bri.li/1060 blogs.wsj.com/moneybeat/2016/08/19/this-is-radical-three-new-etf-ideas-that-actually-make-sense/
1061 bri.li/1061 www.icap.com/~/media/Files/I/Icap-Corp/documents/October%202016%20Monthly%20Summary.pdf
1062 bri.li/1062 books.google.com/books?id=dcNMZTnEz6UC&pg=PA5&lpg=PA5&dq=%22don%E2%80%99t+speculate+unless+you+can+make+it+a+full-time+job%22+baruch&source=bl&ots=Z_W_IkY8EO&sig=6AUAQw429_1t9lT0CoH86uEL4YY&hl=en&sa=X&ei=a9ZsVZWKPIawyQSqrYP4Cw&ved=0CFEQ6AEwCA#v=onepage&q=%22don%E2%80%99t%20speculate%20unless%20you%20can%20make%20it%20a%20full-time%20job%22%20baruch&f=false
1063 bri.li/1063 books.google.com/books?id=DCqFYOrGyegC&printsec=frontcover&dq=%22fooled+by+randomness%22&hl=en&sa=X&ved=0ahUKEwi79oepq4_LAhVGwGMKHT9rDLsQ6AEIJjAA#v=onepage&q=%22fooled%20by%20randomness%22&f=false
1064 bri.li/1064 ssrn.com/abstract=806246
1065 bri.li/1065 blogs.wsj.com/moneybeat/2018/03/02/is-warren-buffett-too-big-to-beat-the-market/
1066 bri.li/1066 www.cxoadvisory.com/2758/individual-gurus/warren-buffett/
1067 bri.li/1067 books.google.com/books?id=veBdeTGxA4AC&pg=PA340&dq=%22standard+%26+poor%27s+index+committee%22&hl=en&sa=X&ved=0ahUKEwiGx4jA7tbPAhUKrlQKHfKEBtoQ6AEIOTAF#v=onepage&q=%22standard%20%26%20poor%27s%20index%20committee%22&f=false
1068 bri.li/1068 app.box.com/s/3b5d4rd059pepg5bgtlr
1069 bri.li/1069 books.google.com/books?id=JStv2T6nL74C&pg=PA158&lpg=PA158&dq=Hulbert+constructed+a+hypothetical+portfolio+made+up+of+each+year%27s+top-performing+newsletter+portfolio&source=bl&ots=RRf67Azr3v&sig=yR8n34bqqqXOwd8wPACMN3VxwQg&hl=en&sa=X&ved=0CCIQ6AEwAGoVChMI_qGZ48DpxgIVUjCICh2MXQIs#v=snippet&q=hypothetical%20portfolio%20made%20up%20of%20each%20year%27s%20top-performing&f=false
1070 bri.li/1070 www.marketwatch.com/story/the-first-shall-be-last-2013-01-04
1071 bri.li/1071 ssrn.com/abstract=8036
1072 bri.li/1072 ssrn.com/abstract=980430
1073 bri.li/1073 cache.financialinvestigator.nl/upload/fi_43a1c02c/files/downloads/article3.pdf
1074 bri.li/1074 www.hec.unil.ch/agoyal/docs/HireFire_JoF.pdf
1075 bri.li/1075 ssrn.com/abstract=3034686
1076 bri.li/1076 finance.martinsewell.com/fund-performance/BerkGreen2004.pdf
1077 bri.li/1077 us.spindices.com/documents/spiva/spiva-us-mid-year-2017.pdf
1078 bri.li/1078 www.marketwatch.com/story/the-dow-is-arguably-the-best-active-fund-ever-engineered-2016-12-22/print
1079 bri.li/1079 www.ino.com/blog/2015/03/did-you-know-the-dow-jones-has-crushed-the-sp-500-over-the-past-30-year/
1080 bri.li/1080 www.aaii.com/journal/article/a-closer-look-at-funds-that-focus-on-the-dow
1081 bri.li/1081 johncbogle.com/wordpress/wp-content/uploads/2011/09/NMS-9-12-12.pdf
1082 bri.li/1082 books.google.com/books?id=GkrQBGUJb-0C&pg=PT35&lpg=PT35&dq=el-erian+Diversification+alone+is+no+longer+sufficient+to+temper+risk&source=bl&ots=XPhyH4GuoZ&sig=oo1koaDMZ4oHewVaxSlDv_nmwE&hl=en&sa=X&ei=vwdhVYPSFpfgoASa2oPIBw&ved=0CD8Q6AEwBQ#v=onepage&q=el-erian%20Diversification%20alone%20is%20no%20longer%20sufficient%20to%20temper%20risk&f=false
1083 bri.li/1083 Marketwatch.com/Search?m=Column&mp=Paul%20B.%20Farrell
1084 bri.li/1084 seekingalpha.com/article/4003556-beating-couch-potato-20-portfolios-outperform-scott-burnss-simple-asset-allocation
1085 bri.li/1085 Marketwatch.com/lazyportfolio
1086 bri.li/1086 www.marketwatch.com/lazyportfolio/portfolio/second-grader-starter
1087 bri.li/1087 www.myplaniq.com/LTISystem/jsp/portfolio/ComparePortfolio.action?withCompare=true&portfolioString=P_1361%2CP_17645
1088 bri.li/1088 www.myplaniq.com/LTISystem/jsp/portfolio/ComparePortfolio.action?withCompare=true&portfolioString=P_407%2CP_17465
1089 bri.li/1089 www.marketwatch.com/lazyportfolio/portfolio/bernsteins-no-brainer
1090 bri.li/1090 www.myplaniq.com/LTISystem/jsp/portfolio/ComparePortfolio.action?withCompare=true&portfolioString=P_36809%2CP_33676
1091 bri.li/1091 www.marketwatch.com/lazyportfolio/portfolio/margaritaville
1092 bri.li/1092 www.myplaniq.com/LTISystem/jsp/portfolio/ComparePortfolio.action?withCompare=true&portfolioString=P_33690%2CP_33692
1093 bri.li/1093 www.myplaniq.com/LTISystem/jsp/portfolio/ComparePortfolio.action?withCompare=true&portfolioString=P_18357%2CP_18333
1094 bri.li/1094 www.wsj.com/articles/how-much-stock-is-too-much-1402075902
1095 bri.li/1095 www.wsj.com/articles/how-much-stock-is-too-much-1402075902
1096 bri.li/1096 en.wikipedia.org/wiki/Great_Recession_in_the_United_States
1097 bri.li/1097 en.wikipedia.org/wiki/Sailing_faster_than_the_wind
1098 bri.li/1098 cxoadvisory.com/momentum-strategy
1099 bri.li/1099 theideafarm.com/about/
1100 bri.li/1100 paulmerriman.com/the-ultimate-buy-hold-strategy-2014/
1101 bri.li/1101 www.myplaniq.com/articles/20131107-tactical-and-strategic-portfolios-vs-fundadvice-ultimate-buy-and-hold/
1102 bri.li/1102 www.newyorker.com/magazine/2009/01/05/doing-it
1103 bri.li/1103 www.thoughtco.com/grace-hopper-quotes-3530092
1104 bri.li/1104 en.wikiquote.org/wiki/Damon_Runyon
1105 bri.li/1105 www.cxoadvisory.com/gurus/
1106 bri.li/1106 CXOAdvisory.com/4811/individual-gurus/cramer-offers-you-his-protection/
1107 bri.li/1107 CXOAdvisory.com/4815/individual-gurus/jim-cramer-comments-on-our-evaluations-of-his-advice/
1108 bri.li/1108 CXOAdvisory.com/18886/momentum-investing/simple-asset-class-etf-momentum-strategy-performance/
1109 bri.li/1109 CXOAdvisory.com/momentum-strategy/
1110 bri.li/1110 cxoadvisory.com/momentum-strategy/
1111 bri.li/1111 CXOAdvisory.com/28418/momentum-investing/sacems-portfolio-asset-addition-testing/
1112 bri.li/1112 CXOAdvisory.com/28423/momentum-investing/sacems-portfolio-asset-exclusion-testing/
1113 bri.li/1113 CXOAdvisory.com/26124/momentum-investing/simple-asset-class-momentum-strategy-applied-to-mutual-funds/
1114 bri.li/1114 cxoadvisory.com/25549/calendar-effects/optimal-monthly-cycle-for-simple-asset-class-etf-momentum-strategy/
1115 bri.li/1115 CXOAdvisory.com/25767/calendar-effects/effects-of-execution-delay-on-simple-asset-class-etf-momentum-strategy/
1116 bri.li/1116 money.usnews.com/investing/articles/2016-08-23/5-reasons-why-youre-bad-at-investing
1117 bri.li/1117 ssrn.com/abstract=962461
1118 bri.li/1118 www.advisorperspectives.com/dshort/updates/Monthly-Moving-Averages.php
1119 bri.li/1119 ssrn.com/abstract=962461
1120 bri.li/1120 hq.ssrn.com/rankings/Ranking_display.cfm?RequestTimeout=5000&TRN_gID=7&TMY_gID=5&order=DESC&runid=46024
1121 bri.li/1121 www.advisorperspectives.com/dshort/updates/Monthly-Moving-Averages.php
1122 bri.li/1122 ssrn.com/abstract=962461
1123 bri.li/1123 cxoadvisory.com/25549/calendar-effects/optimal-monthly-cycle-for-simple-asset-class-etf-momentum-strategy/
1124 bri.li/1124 quoteinvestigator.com/2011/05/13/einstein-simple/
1125 bri.li/1125 vanguard.com/bogle_site/lib/sp19970401.html
1126 bri.li/1126 johncbogle.com/wordpress/wp-content/uploads/2011/09/NMS-9-12-12.pdf
1127 bri.li/1127 etf.com/etf-education-center/21017-why-are-etfs-transparent-and-tax-efficient.html
1128 bri.li/1128 personal.vanguard.com/us/funds/snapshot?FundId=0585&FundIntExt=INT
1129 bri.li/1129 therichest.com/celebnetworth/celebrity-business/investors/john-bogle-net-worth/
1130 bri.li/1130 forbes.com/profile/edward-johnson/
1131 bri.li/1131 www.morningstar.com/cover/videocenter.aspx?id=718639
1132 bri.li/1132 wjpm.iijournals.com/content/42/1/119
1133 bri.li/1133 books.google.com/books?id=gRdOBrus_9wC&printsec=frontcover&dq=jason+zweig&hl=en&sa=X&ei=jLSlVKqMDo61oQSFwIGABQ&ved=0CCUQ6AEwAQ#v=snippet&q=%22if%20it%20went%20way%20down%22&f=false
1134 bri.li/1134 QuoteInvestigator.com/2011/10/31/compound-interest
1135 bri.li/1135 Snopes.com/quotes/einstein/interest.asp
1136 bri.li/1136 earlyretirementextreme.com/ere-book
1137 bri.li/1137 www.newretirement.com/retirement/retired-at-30-a-true-story-of-successfully-saving-for-retirement/
1138 bri.li/1138 www.epi.org/publication/retirement-in-america/
1139 bri.li/1139 webapps.dol.gov/elaws/faq/esa/flsa/028.htm
1140 bri.li/1140 www.dol.gov/whd/state/certification.htm
1141 bri.li/1141 rothira.com/roth-iras-for-kids
1142 bri.li/1142 ObliviousInvestor.com/roth-ira-withdrawal-rules
1143 bri.li/1143 irs.gov/publications/p929#en_US_2016_publink1000273225
1144 bri.li/1144 archive.li/nwByn
1145 bri.li/1145 irs.gov/retirement-plans/plan-participant-employee/retirement-topics-ira-contribution-limits
1146 bri.li/1146 irs.gov/retirement-plans/amount-of-roth-ira-contributions-that-you-can-make-for-2017
1147 bri.li/1147 www.kitces.com/blog/benefits-of-attending-college-signaling-theory-bryan-caplan-case-against-education/
1148 bri.li/1148 www.kiplinger.com/article/college/T042-C001-S001-how-roth-iras-affect-financial-aid-eligibility.html
1149 bri.li/1149 www.irs.gov/publications/p590b/ch02.html#en_US_2014_publink1000231057
1150 bri.li/1150 MarottaOnMoney.com/fund-a-teenagers-million-dollar-retirement
1151 bri.li/1151 awealthofcommonsense.com/2016/07/misconceptions-about-diversification/
1152 bri.li/1152 books.google.com/books?id=UEIUAQAAMAAJ&dq=editions%3Avy9EGXfdb3sC&source=gbs_book_other_versions
1153 bri.li/1153 en.wikipedia.org/wiki/Claude_Shannon
1154 bri.li/1154 books.google.com/books?id=xz4y3u-qM04C&printsec=frontcover&dq=william+poundstone+fortune%27s+formula+claude+shannon&hl=en&sa=X&ved=0ahUKEwjS04Sp2cjdAhUXCTQIHcgOC44Q6AEIKDAA#v=onepage&q=%22return%20on%20his%20stock%20portfolio%22&f=false
1155 bri.li/1155 ssrn.com/abstract=983112
1156 bri.li/1156 gestaltu.blogspot.com/2012/02/volatility-harvesting-and-importance-of.html
1157 bri.li/1157 www.kitces.com/blog/wealth-limits-diversification-too-soon-concentration-redwood-bush-pear-tree/
1158 bri.li/1158 www.theverge.com/2017/8/15/16148370/bill-gates-microsoft-shares-sale-2017
1159 bri.li/1159 www.dualmomentum.net/2013/10/momentumthe-only-practical-anomaly.html
1160 bri.li/1160 SSRN.com/abstract=911960
1161 bri.li/1161 www.dualmomentum.net/2013/10/momentumthe-only-practical-anomaly.html
1162 bri.li/1162 SSRN.com/abstract=2292544
1163 bri.li/1163 systematicrelativestrength.com/2013/04/18/the-wonders-momentum/
1164 bri.li/1164 books.google.com/books?id=nnG-CgAAQBAJ&pg=PA130&dq=10-asset-universe+54-percent+adam+butler&hl=en&sa=X&ved=0ahUKEwia2MPr5brWAhVLzFQKHX4DBEQQ6AEIJzAA#v=onepage&q=10-asset-universe%2054-percent%20adam%20butler&f=false
1165 bri.li/1165 books.google.com/books?id=nnG-CgAAQBAJ&pg=PA130&dq=10-asset-universe+54-percent+adam+butler&hl=en&sa=X&ved=0ahUKEwia2MPr5brWAhVLzFQKHX4DBEQQ6AEIJzAA#v=onepage&q=10-asset-universe%2054-percent%20adam%20butler&f=false
1166 bri.li/1166 www.researchaffiliates.com/en_us/publications/articles/541_timing_smart_beta_strategies_of_course_buy_low_sell_high.html
1167 bri.li/1167 www.researchaffiliates.com/content/dam/ra/documents/Timing_Smart_Beta_Of_Course_Buy_Low_Sell_High_Final.pdf
1168 bri.li/1168 ssrn.com/abstract=2503174
1169 bri.li/1169 seekingalpha.com/article/2765385-individual-stock-momentum-that-dog-wont-hunt?page=2
1170 bri.li/1170 docs.lhpedersen.com/DemystifyingManagedFutures.pdf
1171 bri.li/1171 works.bepress.com/brooke_harrington/5/
1172 bri.li/1172 www.snopes.com/quotes/jefferson/banks.asp
1173 bri.li/1173 en.wikipedia.org/wiki/Financial_crisis_of_2007%E2%80%9308
1174 bri.li/1174 www.newsweek.com/floridas-foreclosure-nightmare-269526
1175 bri.li/1175 www.cbsnews.com/news/robo-signing-of-mortgages-still-a-problem
1176 bri.li/1176 www.gpo.gov/fdsys/pkg/GPO-FCIC/pdf/GPO-FCIC.pdf
1177 bri.li/1177 www.huffingtonpost.com/2013/11/07/william-dudley-big-banks_n_4235834.html
1178 bri.li/1178 www.bloomberg.com/news/articles/2014-07-30/bofa-on-brink-of-burying-countrywide-woes-as-accord-near
1179 bri.li/1179 www.bloomberg.com/news/articles/2012-02-09/u-s-mortgage-servicers-in-26b-settlement
1180 bri.li/1180 www.bloomberg.com/news/articles/2015-05-22/ubs-s-godfather-of-leniency-made-one-offer-fraud-cops-refused
1181 bri.li/1181 www.fhfa.gov/Media/PublicAffairs/Pages/FHFAs-Update-on-Private-Label-Securities-Actions-71217.aspx
1182 bri.li/1182 www.housingwire.com/articles/36939-judge-approves-goldman-sachs-272-million-toxic-mortgage-settlement
1183 bri.li/1183 www.justice.gov/opa/pr/bank-america-pay-1665-billion-historic-justice-department-settlement-financial-fraud-leading
1184 bri.li/1184 www.justice.gov/opa/pr/justice-department-federal-and-state-partners-secure-record-7-billion-global-settlement
1185 bri.li/1185 www.justice.gov/opa/pr/credit-suisse-sentenced-conspiracy-help-us-taxpayers-hide-offshore-accounts-internal-revenue
1186 bri.li/1186 www.justice.gov/opa/pr/justice-department-announces-deutsche-bank-suisse-sa-reaches-resolution-under-swiss-bank
1187 bri.li/1187 www.justice.gov/opa/pr/goldman-sachs-agrees-pay-more-5-billion-connection-its-sale-residential-mortgage-backed
1188 bri.li/1188 www.justice.gov/opa/pr/justice-department-federal-and-state-partners-secure-record-13-billion-global-settlement
1189 bri.li/1189 www.justice.gov/opa/pr/morgan-stanley-agrees-pay-26-billion-penalty-connection-its-sale-residential-mortgage-backed
1190 bri.li/1190 www.justice.gov/opa/pr/ubs-securities-japan-co-ltd-plead-guilty-felony-wire-fraud-long-running-manipulation-libor
1191 bri.li/1191 www.justice.gov/opa/pr/wells-fargo-bank-agrees-pay-12-billion-improper-mortgage-lending-practices
1192 bri.li/1192 www.justice.gov/opa/pr/us-trustee-program-reaches-816-million-settlement-wells-fargo-bank-na-protect-homeowners
1193 bri.li/1193 www.nytimes.com/interactive/2015/04/23/business/dealbook/db-libor-timeline.html
1194 bri.li/1194 www.sec.gov/spotlight/enf-actions-fc.shtml
1195 bri.li/1195 economix.blogs.nytimes.com/2012/01/17/measuring-the-top-1-by-wealth-not-income/
1196 bri.li/1196 www.barrons.com/articles/americas-top-40-wealth-management-firms-1506132481
1197 bri.li/1197 www.barrons.com/articles/americas-top-40-wealth-management-firms-1506132481
1198 bri.li/1198 online.wsj.com/public/resources/documents/Top40WealthManagementFirms2017.pdf
1199 bri.li/1199 online.wsj.com/public/resources/documents/PentaTop40WealthManagersTable.pdf
1200 bri.li/1200 www.amazon.com/The-Four-Pillars-Investing-Portfolio/dp/0071747052/ref=sr_1_1?ie=UTF8&qid=1405693100
1201 bri.li/1201 www.amazon.com/The-Four-Pillars-Investing-Portfolio/dp/0071747052/ref=sr_1_1?ie=UTF8&qid=1405693100
1202 bri.li/1202 www.efficientfrontier.com/t4poi/intro.htm
1203 bri.li/1203 m.kiplinger.com/article/investing/T047-C000-S002-8-things-you-must-know-about-the-new-broker-rule.html
1204 bri.li/1204 www.rollingstone.com/politics/news/the-great-american-bubble-machine-20100405
1205 bri.li/1205 www.rollingstone.com/politics/news/the-great-american-bubble-machine-20100405
1206 bri.li/1206 www.spiegel.de/international/europe/greek-debt-crisis-how-goldman-sachs-helped-greece-to-mask-its-true-debt-a-676634.html
1207 bri.li/1207 www.businessinsider.com/goldman-sachs-shorted-greek-debt-after-it-arranged-those-shady-swaps-2010-2
1208 bri.li/1208 www.businessinsider.com/the-incredible-story-of-the-jefferson-county-bankruptcy-one-of-the-greatest-financial-ripoffs-of-all-time-2011-10
1209 bri.li/1209 www.rollingstone.com/politics/news/looting-main-street-20100331
1210 bri.li/1210 www.rollingstone.com/politics/news/looting-main-street-20100331
1211 bri.li/1211 www.sec.gov/news/press/2009/2009-232.htm
1212 bri.li/1212 www.nytimes.com/2015/04/13/business/dealbook/wall-street-banks-mutual-funds-can-lag-on-returns.html
1213 bri.li/1213 dealbook.nytimes.com/2014/09/08/brokers-battle-deutsche-bank-over-selling-in-house-products/
1214 bri.li/1214 www.nytimes.com/2015/04/13/business/dealbook/wall-street-banks-mutual-funds-can-lag-on-returns.html
1215 bri.li/1215 www.nytimes.com/2015/04/13/business/dealbook/wall-street-banks-mutual-funds-can-lag-on-returns.html
1216 bri.li/1216 isbn.nu/9780061241895
1217 bri.li/1217 www.linkedin.com/pulse/5-disruptive-ideas-advisors-adam-butler
1218 bri.li/1218 www.barrons.com/articles/SB51367578116875004693704580480471482826474
1219 bri.li/1219 www.nytimes.com/2014/11/20/science/bankers-honesty-study-nature.html
1220 bri.li/1220 www.econ.uzh.ch/dam/jcr:ffffffff-9758-127f-0000-0000327a03c6/SummaryStudyE.pdf
1221 bri.li/1221 www.wsj.com/articles/why-i-fired-my-financial-adviser-1409323717
1222 bri.li/1222 www.nytimes.com/interactive/2016/05/29/business/how-much-ceos-made-last-year.html
1223 bri.li/1223 www.forbes.com/sites/zackomalleygreenburg/2016/07/13/full-list-the-worlds-highest-paid-celebrities-of-2016/
1224 bri.li/1224 www.ibtimes.com/what-carried-interest-tax-loophole-2100059
1225 bri.li/1225 www.marketwatch.com/story/how-hedge-fund-geniuses-got-beaten-by-monkeys-again-2015-06-25/print
1226 bri.li/1226 www.mebfaber.com/wp-content/uploads/2009/02/wir-winter-2009-february.pdf
1227 bri.li/1227 ssrn.com/abstract=1354070
1228 bri.li/1228 www.institutionalinvestorsalpha.com/Article/3552805/The-2016-Rich-List-of-the-Worlds-Top-Earning-Hedge-Fund-Managers.html
1229 bri.li/1229 visualizingeconomics.com
1230 bri.li/1230 www.nytimes.com/2016/06/04/business/dealbook/finra-arbitration-case-offers-a-peek-into-a-murky-world.html
1231 bri.li/1231 wealthmanagement.com/commentary/streamlined-finra-arbitration-system-are-you-kidding-me
1232 bri.li/1232 www.arbitrationnation.com/when-can-a-party-recover-attorneys-fees-incurred-confirming-an-arbitration-award/
1233 bri.li/1233 www.financial-planning.com/broker/fp-50-broker-dealer-data
1234 bri.li/1234 www.justice.gov/usao-wdnc/pr/stockbroker-pleads-guilty-securities-fraud-operating-14-million-ponzi-scheme
1236 bri.li/1236 www.bizjournals.com/triad/news/2016/07/08/local-criminal-defense-attorney-has-license.html
1235 bri.li/1235 www.finra.org/arbitration-and-mediation/arbitration-awards-online?keyword=15-01288
1237 bri.li/1237 www.finra.org/arbitration-and-mediation/arbitration-awards-online?keyword=04-07012
1238 bri.li/1238 www.finra.org/arbitration-and-mediation/arbitration-awards-online?search=09-00992&field_document_type_tax_tid=All&field_forum_tax_tid=All&field_core_official_dt_value%5Bmin%5D%5Bdate%5D=&field_core_official_dt_value%5Bmax%5D%5Bdate%5D=&field_case_id_txt_value=
1239 bri.li/1239 www.finra.org/arbitration-and-mediation/arbitration-awards-online?keyword=11-01425
1240 bri.li/1240 www.investmentnews.com/article/20160122/FREE/160129972/attorney-schlichter-preps-new-round-of-401-k-suits
1241 bri.li/1241 www.barnesandnoble.com/w/a-fool-and-his-money-john-rothchild/1003033750
1242 bri.li/1242 archive.fortune.com/magazines/fortune/fortune_archive/2007/07/23/100134937/index.htm
1243 bri.li/1243 www.nber.org/cycles.html
1244 bri.li/1244 us.spindices.com/documents/spiva/persistence-scorecard-june-2014.pdf?force_download=true
1245 bri.li/1245 www.nytimes.com/2014/07/20/your-money/who-routinely-trounces-the-stock-market-try-2-out-of-2862-funds.html
1246 bri.li/1246 finance.yahoo.com/news/why-this-mutual-fund-manager-is-trouncing-the-competition-152643576.html
1247 bri.li/1247 us.spindices.com/documents/spiva/persistence-scorecard-june-2014.pdf?force_download=true
1248 bri.li/1248 www.nytimes.com/2015/03/15/your-money/how-many-mutual-funds-routinely-rout-the-market-zero.html
1249 bri.li/1249 bloomberg.com/news/articles/2017-11-24/longest-s-p-500-rally-ever-it-s-wall-street-s-official-forecast
1250 bri.li/1250 fool.com/investing/general/2015/02/25/the-blind-forecaster.aspx
1251 bri.li/1251 insightalliance.com/articles/1352-the-realistic-response-to-expert-optimists
1252 bri.li/1252 online.wsj.com/articles/for-s-p-strategists-forecasts-fall-short-1406486263
1253 bri.li/1253 gestaltu.blogspot.com/2009/09/statistics-of-prediction.html
1254 bri.li/1254 blogs.wsj.com/economics/2008/12/01/nber-makes-it-official-recession-started-in-december-2007/
1255 bri.li/1255 en.wikipedia.org/wiki/Bear_Stearns#Start_of_the_crisis_%E2%80%93_two_subprime_mortgage_funds_fail
1256 bri.li/1256 www.awordinyoureye.com/jokes6thset.html
1257 bri.li/1257 www.investorhome.com/quotes/qow234.htm
1258 bri.li/1258 www.scribd.com/doc/162606509/Kitces-Report-May-2008
1259 bri.li/1259 corporate.morningstar.com/us/documents/targetmaturity/LowBondYieldsWithdrawalRates.pdf
1260 bri.li/1260 portfolioconstructionforum.edu.au/obj/articles/Investing%20in%20the%201990s%20Occams%20Razor%20Revisited.pdf
1261 bri.li/1261 jpm.iijournals.com/content/42/1/119
1262 bri.li/1262 cnbc.com/2017/03/22/jack-bogle-believes-the-stock-market-will-return-only-4-annually-over-the-next-decade.html
1263 bri.li/1263 jpm.iijournals.com/content/42/1/119
1264 bri.li/1264 ssrn.com/abstract=2222008
1265 bri.li/1265 www.hussmanfunds.com/comment/mc180201/
1266 bri.li/1266 philosophicaleconomics.com/2013/12/shiller
1267 bri.li/1267 en.wikipedia.org/wiki/Tobin%27s_q
1268 bri.li/1268 cowles.yale.edu/cfdp-427
1269 bri.li/1269 www.advisorperspectives.com/dshort/updates/Market-Cap-to-GDP.php
1270 bri.li/1270 ssrn.com/abstract=2222008
1271 bri.li/1271 books.google.com/books?id=VSTIAAAAQBAJ&pg=PA99&lpg=PA99&dq=being+without+an+opinion+is+so+painful+to+human+nature+that+most+people+will+leap+to+a+hasty+opinion+rather+than+undergo+it&source=bl&ots=YMp-8i7dFA&sig=kNYRz11jU1oozdETGrKeCOT4kWs&hl=en&sa=X&ved=0CC8Q6AEwA2oVChMIlvnAhqHhxgIVCVyICh0AYgfx#v=snippet&q=%22being%20without%20an%20opinion%20is%20so%20painful%20to%20human%20nature%20that%20most%20people%20will%20leap%20to%20a%20hasty%20opinion%20rather%20than%20undergo%20it%22&f=false
1272 bri.li/1272 www.wellcome.ac.uk/News/Media-office/Press-releases/2010/WTX058430.htm
1273 bri.li/1273 ssrn.com/abstract=2444503
1274 bri.li/1274 www-03.ibm.com/ibm/history/ibm100/us/en/icons/deepblue/
1275 bri.li/1275 www.techrepublic.com/article/ibm-watson-the-inside-story-of-how-the-jeopardy-winning-supercomputer-was-born-and-what-it-wants-to-do-next/
1276 bri.li/1276 www.cxoadvisory.com/2122/individual-investing/actual-index-options-trading-results/
1277 bri.li/1277 advisorperspectives.com/commentaries/2013/12/16/absolute-return-letter-squeaky-bum-time
1278 bri.li/1278 books.google.com/books?id=9juFAwAAQBAJ&pg=PA39&dq=%22on+flinching%22+%22thick+glass-plate%22&hl=en&sa=X&ei=y3siVOS0MoO7ogSmkICIBw&ved=0CDIQ6AEwAA#v=onepage&q=%22on%20flinching%22%20%22thick%20glass-plate%22&f=false
1279 bri.li/1279 blogs.psychcentral.com/mentoring-recovery/2013/08/yes-your-survival-instinct-is-stronger-than-you-are/
1280 bri.li/1280 en.wikipedia.org/wiki/Stanford_marshmallow_experiment
1281 bri.li/1281 csinvesting.org/2012/01/28/greenblatt-discusses-magic-formula-and-the-psychology-of-investing/
1282 bri.li/1282 GothamAssetManagement.com/Documents/Brochure.pdf
1283 bri.li/1283 csinvesting.org/wp-content/uploads/2012/09/greenbackd-case-for-quantitative-value-eyquem-global-strategy.pdf
1284 bri.li/1284 pdfs.semanticscholar.org/f022/58c85fa3a1d612543e350568c50e749ebbca.pdf
1285 bri.li/1285 jasonkelly.com/books/3sig/
1286 bri.li/1286 en.wikipedia.org/wiki/Tragedy_of_the_commons
1287 bri.li/1287 ssrn.com/abstract=2484322
1288 bri.li/1288 thebamalliance.com/blog/bollinger-band-blues-another-anomaly-disappears-post-publication/
1289 bri.li/1289 ssrn.com/abstract=281665
1290 bri.li/1290 ssrn.com/abstract=283156
1291 bri.li/1291 ncbi.nlm.nih.gov/pmc/articles/PMC1444800/
1292 bri.li/1292 ritholtz.com/2015/04/margin-debt-hits-an-all-time-high-so-what/
1293 bri.li/1293 czep.net/weblog/52cards.html
1294 bri.li/1294 www.cxoadvisory.com/3873/calendar-effects/sell-in-may-over-the-long-run/
1295 bri.li/1295 books.google.com/books?id=jbD47VkOHAEC&printsec=frontcover&dq=%22evidence-based+technical+analysis%22&hl=en&sa=X&ved=0ahUKEwiL8Y6KyIPNAhVR9WMKHQzoBykQ6AEIHTAA#v=onepage&q=%22evidence-based%20technical%20analysis%22&f=false
1296 bri.li/1296 books.google.com/books?id=jbD47VkOHAEC&pg=PT339&dq=%22an+enhanced+version+of+white%27s+reality+check%22+%22monte+carlo+permutation+method%22&hl=en&sa=X&ved=0ahUKEwi7hvyux4PNAhUS22MKHSpKCiUQ6AEIHTAA#v=onepage&q=%22an%20enhanced%20version%20of%20white%27s%20reality%20check%22%20%22monte%20carlo%20permutation%20method%22&f=false
1297 bri.li/1297 books.google.com/books?id=jbD47VkOHAEC&pg=PT383&dq=%22the+best+rule+out+of+the+6,402+examined%22&hl=en&sa=X&ved=0ahUKEwjXpPKWxIPNAhUP7GMKHdqTCsMQ6AEIHTAA#v=onepage&q=%22the%20best%20rule%20out%20of%20the%206%2C402%20examined%22&f=false
1298 bri.li/1298 jfec.oxfordjournals.org/content/3/4/606.short
1299 bri.li/1299 books.google.com/books?id=jbD47VkOHAEC&pg=PT390&dq=%22none+of+the+rules+produced+statistically+significant+gains%22&hl=en&sa=X&ved=0ahUKEwjDxfakzYPNAhVRyWMKHYpXALUQ6AEIHTAA#v=onepage&q=%22none%20of%20the%20rules%20produced%20statistically%20significant%20gains%22&f=false
1300 bri.li/1300 books.google.com/books?id=jbD47VkOHAEC&pg=PT18&dq=%22trends+in+industry+groups+and+sectors%22&hl=en&sa=X&ved=0ahUKEwjAa7xzoPNAhVCMGMKHe_hAEYQ6AEIJjAA#v=onepage&q=%22trends%20in%20industry%20groups%20and%20sectors%22&f=false
1301 bri.li/1301 thereformedbroker.com/2016/08/30/everyone-is-a-closet-technician-2/
1302 bri.li/1302 www.jagoinvestor.com/2016/01/creating-long-term-wealth.html#comment-330340
1303 bri.li/1303 www-03.ibm.com/ibm/history/ibm100/us/en/icons/deepblue
1304 bri.li/1304 techrepublic.com/article/ibm-watson-the-inside-story-of-how-the-jeopardy-winning-supercomputer-was-born-and-what-it-wants-to-do-next/
1305 bri.li/1305 cxoadvisory.com/2122/individual-investing/actual-index-options-trading-results/
1306 bri.li/1306 https://www.marketwatch.com/story/three-newsletters-three-roads-to-investment-riches-2014-06-27
1307 bri.li/1307 https://www.sagebroadview.com/vanguard-bumpy-road-to-outperformance-08-13/
1308 bri.li/1308 jasonzweig.com/fee-only-financial-advisers-who-dont-charge-fees-alone/
1309 bri.li/1309 jasonzweig.com/some-fee-only-advisers-charge-commissions-too/
1310 bri.li/1310 www.cfp.net/news-events/latest-news/2017/10/12/cfp-board-imposes-public-discipline
1311 bri.li/1311 books.google.com/books?id=aeCEAAAAQBAJ&pg=PA190&dq=get+wise+to+your+advisor&hl=en&sa=X&ei=Y_JBVNKyK8etogSUhIHYCQ&ved=0CCgQ6AEwAA#v=onepage&q=mind-numbing%20legalese&f=false
1312 bri.li/1312 books.google.com/books?id=WVe3b1DFLoMC&pg=PA129&lpg=PA129&f=false#v=onepage&q&f=false
1313 bri.li/1313 www.fool.com/investing/mutual-funds/2010/10/18/its-time-to-take-back-your-10-billion.aspx
1314 bri.li/1314 barrons.com/articles/schwabs-robo-service-grabbed-5-3-billion-in-first-year-1452118508
1315 bri.li/1315 investorjunkie.com/39634/schwab-intelligent-portfolios-review/
1316 bri.li/1316 www.etf.com/sections/features-and-news/td-ameritrade-drops-major-no-fee-etfs?nopaging=1
1317 bri.li/1317 barrons.com/articles/why-direct-sold-mutual-funds-often-beat-those-peddled-by-advisors-1428719781
1318 bri.li/1318 research.tdameritrade.com/grid/public/etfs/commissionfree/commissionfree.asp
1319 bri.li/1319 invesco.com/portal/site/us/financial-professional/etfs/product-detail?productId=PDBC
1320 bri.li/1320 www.barrons.com/articles/interactive-brokers-takes-top-spot-in-online-broker-ranking-1521854071
1321 bri.li/1321 cnbc.com/id/47358931
1322 bri.li/1322 www.chegg.com/homework-help/interactive-session-organizationsthe-flash-crash-machines-go-chapter-11.4iso-problem-2csq-solution-9780132142854-exc
1323 bri.li/1323 www.google.com/url?sa=t&rct=j&q=&esrc=s&source=web&cd=2&cad=rja&uact=8&ved=2ahUKEwiDgc6e3cjdAhUxNX0KHRbBDU8QFjABegQIIhAC&url=https%3A%2F%2Fgcalhoun.files.wordpress.com%2F2015%2F09%2F15-09-07-barrons-the-great-etf-debacle-explained.pdf&usg=AOvVaw2DldmOEjYw2mt74mx6PRQX
1324 bri.li/1324 eepurl.com/cjSYNb
1325 bri.li/1325 awealthofcommonsense.com/market-earthquakes/
1326 bri.li/1326 www.vanguard.com/pdf/icrpr.pdf
1327 bri.li/1327 resource.fpanet.org/resource/09BBF2F9-D5B3-9B76-B02E27EB8731C337/daryanani.pdf
1328 bri.li/1328 www.cxoadvisory.com/momentum-strategy (paid registration required)
1329 bri.li/1329 twitter.com/biiimurray/status/447851038696275968
1330 bri.li/1330 en.wikipedia.org/wiki/Death_%26_Taxes
1331 bri.li/1331 issuu.com/einfohq/docs/money_usa__december_2017_einfohq (Page 27)
1332 bri.li/1332 finance.zacks.com/roth-ira-law-created-6969.html
1333 bri.li/1333 www.kitces.com/blog/understanding-the-two-5-year-rules-for-roth-ira-contributions-and-conversions
1334 bri.li/1334 www.kitces.com/to-roth-or-not-to-roth-may-2009-issue-of-the-kitces-report
1335 bri.li/1335 www.forbes.com/sites/deborahljacobs/2012/03/20/how-facebook-billionaires-dodge-mega-millions-in-taxes/
1336 bri.li/1336 www.washingtonpost.com/blogs/worldviews/wp/2015/02/11/chart-u-s-defense-spending-still-dwarfs-the-rest-of-the-world
1337 bri.li/1337 prosperitynow.org/sites/default/files/resources/Upside_Down_to_Right-Side_Up_2014.pdf
1338 bri.li/1338 www.taxpolicycenter.org/UploadedPDF/1001542-Spending-In-Disguise-Marron.pdf
1339 bri.li/1339 prosperitynow.org/sites/default/files/resources/Upside_Down_to_Right-Side_Up_2014.pdf
1340 bri.li/1340 prosperitynow.org/sites/default/files/resources/Upside_Down_to_Right-Side_Up_2014.pdf
1341 bri.li/1341 www.nytimes.com/2015/03/18/business/economy/taxes-take-away-but-also-give-back-mostly-to-the-very-rich.html
1342 bri.li/1342 taxfoundation.org/2018-tax-brackets/
1343 bri.li/1343 www.irs.gov/Individuals/Net-Investment-Income-Tax
1344 bri.li/1344 jobsearch.about.com/od/increase/fl/minimum-wage-rates-2015.htm
1345 bri.li/1345 www.savingtoinvest.com/2015-tax-brackets-projected-changes/
1346 bri.li/1346 www.taxcreditsforworkingfamilies.org/child-tax-credit/
1347 bri.li/1347 www.linkedin.com/in/denise-olivier-6028812
1348 bri.li/1348 20somethingfinance.com/savers-tax-credit/
1349 bri.li/1349 www.irs.gov/retirement-plans/plan-participant-employee/retirement-savings-contributions-savers-credit
1350 bri.li/1350 www.irs.gov/Retirement-Plans/Plan-Participant-Employee/Retirement-Topics-IRA-Contribution-Limits
1351 bri.li/1351 www.irs.gov/Retirement-Plans/Plan-Participant-Employee/Retirement-Topics-What-Happens-When-an-Employee-has-Elective-Deferrals-in-Excess-of-the-Limits%3F
1352 bri.li/1352 sepira.com/calculator.html
1353 bri.li/1353 www.ebri.org/publications/benfaq/index.cfm?fa=retfaq14
1354 bri.li/1354 www.dol.gov/agencies/ebsa/employers-and-advisers/plan-administration-and-compliance/reporting-and-filing/e-file/tophat-plan-filing-instructions
1355 bri.li/1355 www.irs.gov/pub/irs-tege/eotopicm97.pdf
1356 bri.li/1356 www.savingforcollege.com/compare_529_plans/
1357 bri.li/1357 www.collegesavings.org/planComparison.aspx
1358 bri.li/1358 www.fidelity.com/saving-for-college/compare-plans
1359 bri.li/1359 www.ablenrc.org
1360 bri.li/1360 www.irs.gov/retirement-plans/rmd-comparison-chart-iras-vs-defined-contribution-plans
1361 bri.li/1361 www.aaii.com/journal/article/converting-to-a-roth-ira-can-minimize-rmds
1362 bri.li/1362 www.aaii.com/journal/article/converting-to-a-roth-ira-can-minimize-rmds
1363 bri.li/1363 www.betterment.com/resources/retirement/401ks-and-iras/roth-ira-rules-smart-ways-to-avoid-taxes-on-a-conversion
1364 bri.li/1364 www.forbes.com/sites/kellyphillipserb/2014/10/30/irs-announces-2015-tax-brackets-standard-deduction-amounts-and-more/
1365 bri.li/1365 www.betterment.com/resources/retirement/401ks-and-iras/roth-ira-rules-smart-ways-to-avoid-taxes-on-a-conversion
1366 bri.li/1366 www.demos.org/publication/retirement-savings-drain-hidden-excessive-costs-401ks
1367 bri.li/1367 www.aon.com/human-capital-consulting/thought-leadership/retirement/2013_Trends_Experience_DC_Survey.jsp
1368 bri.li/1368 www.demos.org/publication/retirement-savings-drain-hidden-excessive-costs-401ks
1369 bri.li/1369 money.usnews.com/money/retirement/articles/2011/07/11/7-signs-of-a-good-401k-plan?page=2
1370 bri.li/1370 www.brightscope.com/401k-rating/43642/United-Parcel-Service-Inc/473079/Upsipa-Defined-Contribution-Money-Purchase-Pension-Plan/
1371 bri.li/1371 www.nytimes.com/2014/03/30/business/a-lone-ranger-of-the-401-k-s.html
1372 bri.li/1372 blogs.wsj.com/totalreturn/2015/03/26/another-suit-on-401k-fees-is-settled/
1373 bri.li/1373 consumerreports.org/cro/magazine/2013/09/how-to-grow-your-savings/index.htm
1374 bri.li/1374 en.wikipedia.org/wiki/Federal_government_of_the_United_States
1375 bri.li/1375 www.myplaniq.com/LTISystem/f401k_view.action?ID=708
1376 bri.li/1376 myplaniq.com/LTISystem/jsp/portfolio/ViewPortfolio.action?ID=23749&follow=true
1377 bri.li/1377 myplaniq.com/LTISystem/paypal__pricing.action
1378 bri.li/1378 www.vanguard.com/pdf/ISGIRA9.pdf
1379 bri.li/1379 www.physicianonfire.com/backdoor/
1380 bri.li/1380 www.madfientist.com/after-tax-contributions/
1381 bri.li/1381 thefinancebuff.com/rollover-after-tax-to-roth.html
1382 bri.li/1382 thefinancebuff.com/after-tax-contributions-in-solo-401k.html
1383 bri.li/1383 fairmark.com/retirement/roth-accounts/roth-conversions/isolating-basis-for-roth-conversion/
1384 bri.li/1384 frankadvising.com/wp-content/uploads/2014/10/How-to-Implement-Investment-Location-to-Generate-Alpha-SPDR.pdf
1385 bri.li/1385 www.onefpa.org/journal/Pages/AUG17-A-3-Step-Procedure-for-Computing-Sustainable-Retirement-Savings-Withdrawals.aspx
1386 bri.li/1386 i-orp.com/dividend/index.html
1387 bri.li/1387 www.forbes.com/sites/ashleaebeling/2017/12/21/final-tax-bill-includes-huge-estate-tax-win-for-the-rich-the-22-4-million-exemption/
1388 bri.li/1388 www.kiplinger.com/article/taxes/T055-C001-S003-how-to-minimize-taxes-when-you-inherit-an-ira.html
1389 bri.li/1389 www.kitces.com/blog/evaluating-the-tax-deferral-and-tax-bracket-arbitrage-benefits-of-tax-loss-harvesting
1390 bri.li/1390 www.kitces.com/blog/wealthfront-tax-loss-harvesting-white-paper-how-not-to-calculate-tax-alpha
1391 bri.li/1391 www.kitces.com/blog/the-taxation-of-social-security-benefits-as-a-marginal-tax-rate-increase
1392 bri.li/1392 www.kitces.com/blog/how-ira-withdrawals-in-the-crossover-zone-can-trigger-the-3-8-medicare-surtax-on-net-investment-income
1393 bri.li/1393 www.kitces.com/blog/how-the-premium-assistance-tax-credit-for-health-insurance-impacts-the-marginal-tax-rate
1394 bri.li/1394 www.kitces.com/blog/evaluating-exposure-to-the-alternative-minimum-tax-and-strategies-to-reduce-the-amt-bite
1395 bri.li/1395 www.kiplinger.com/article/retirement/T039-C001-S003-what-you-ll-pay-for-medicare-in-2015.html
1396 bri.li/1396 www.houselogic.com/home-advice/taxes-incentives/property-tax-exemptions
1397 bri.li/1397 www.forbes.com/sites/deborahljacobs/2012/03/26/why-and-how-congress-should-curb-roth-iras/
1398 bri.li/1398 www.wsj.com/articles/SB10001424052970204468004577168972507188592
1399 bri.li/1399 www.businesswire.com/news/home/20120120005824/en/PENSCO-Presidential-Candidate-Mitt-Romney-Tax-Deferred-Account
1400 bri.li/1400 selfdirectedira.nuwireinvestor.com/list-of-self-directed-ira-custodians/
1401 bri.li/1401 www.forbes.com/sites/deborahljacobs/2012/03/20/how-facebook-billionaires-dodge-mega-millions-in-taxes/
1402 bri.li/1402 www.foxbusiness.com/features/interested-in-a-self-directed-ira-you-better-know-your-stuff
1403 bri.li/1403 www.marketwatch.com/story/self-directed-iras-risky-smart-or-both-2013-05-27
1404 bri.li/1404 www.fool.com/investing/ira/2009/01/08/why-you-need-a-self-directed-ira.aspx
1405 bri.li/1405 books.google.com/books?id=V6JYAAAAMAAJ&pg=PA2&lpg=PA2&dq=bagehot+%22stupid+money%22+%22stupid+people%22&source=bl&ots=frZRe78tRd&sig=OGBZf1OC65JrJcmlXU4KKg6i4GM&hl=en&ei=52ykTs6TAoq6tgfyw6iWBQ&sa=X&oi=book_result&ct=result&resnum=2&ved=0CCEQ6AEwAQ#v=onepage&q&f=false
1406 bri.li/1406 www.kitces.com/blog/advisor-fintech-product-distribution-channel-robo-advisor-model-marketplace/
1407 bri.li/1407 www.investmentnews.com/article/20160509/FREE/160509928/startup-robo-advisers-grapple-with-client-acquisition-costs
1408 bri.li/1408 fsc.org.nz/site/fsc/files/FAAR%202015/Morningstar%20%20Hungry%20Robo-Advisors%20Are%20Eyeing%20Wealth%20Management%20Assets%20We….pdf
1409 bri.li/1409 www.cnbc.com/2016/06/14/is-the-twilight-of-the-robo-advisor-already-at-hand.html
1410 bri.li/1410 research.wealthfront.com/whitepapers/advanced-indexing/#7-back-tested-results
1411 bri.li/1411 www.roboadvisorpros.com/november-2017-robo-advisor-news-vanguard-biggest-robo/
1412 bri.li/1412 www.marketwatch.com/story/heres-the-advice-you-get-from-vanguards-new-robot-human-hybrid-2015-05-18
1413 bri.li/1413 books.google.com/books?id=UcIkAwAAQBAJ&printsec=frontcover&dq=flash+boys&hl=en&sa=X&ei=Xz8QVLPYGKiEjALMt4DoAw&ved=0CDgQ6AEwAA#v=snippet&q=flash%20boys%20%24225%20billion&f=false
1414 bri.li/1414 books.google.com/books?id=UcIkAwAAQBAJ&printsec=frontcover&dq=flash+boys&hl=en&sa=X&ei=Xz8QVLPYGKiEjALMt4DoAw&ved=0CDgQ6AEwAA#v=snippet&q=flash%20boys%2030%20percent&f=false
1415 bri.li/1415 www.businessinsider.com/the-fastest-traders-on-wall-street-are-in-trouble-2017-8
1416 bri.li/1416 www.middletonco.com/cutting-through-the-noise/
1417 bri.li/1417 www.wsj.com/articles/retiring-in-2065-are-far-off-target-date-funds-worthwhile-1502539200
1418 bri.li/1418 www.wsj.com/articles/retiring-in-2065-are-far-off-target-date-funds-worthwhile-1502539200
1419 bri.li/1419 www.towerswatson.com/en/Insights/IC-Types/Ad-hoc-Point-of-View/2013/08/Understanding-smart-beta
1420 bri.li/1420 www.etf.com/sections/features/19816-ferri-vs-arnott-is-smart-beta-real.html?nopaging=1
1421 bri.li/1421 www.thenatureofmarkets.com/why-forex-traders-lose-money-market-research-2017/
1422 bri.li/1422 financefeeds.com/ibfx-banned-us-market-detailed-look-nfas-reasons/
1423 bri.li/1423 www.forbes.com/sites/greatspeculations/2017/03/01/learn-why-the-nfa-barred-fxcm-and-what-it-means-for-forex-traders/
1424 bri.li/1424 www.followingthetrend.com/2014/01/etfs-are-not-what-you-think-they-are/
1425 bri.li/1425 jamesetf.com
1426 bri.li/1426 insightshares.com/prid/
1427 bri.li/1427 www.forbes.com/sites/jeffkauflin/2017/12/06/portfolio-placebos/#6b837e44c045
1428 bri.li/1428 etfdb.com/type/investment-style/socially-responsible/?search[inverse]=false&search[leveraged]=false#etfs__expenses&sort_name=expense_ratio&sort_order=desc&page=1
1429 bri.li/1429 en.wikipedia.org/wiki/Interfaith_Center_on_Corporate_Responsibility
1430 bri.li/1430 en.wikipedia.org/wiki/As_You_Sow
1431 bri.li/1431 en.wikipedia.org/wiki/Ceres_(organization)
1432 bri.li/1432 personal.vanguard.com/pdf/ISGDCA.pdf
1433 bri.li/1433 personal.vanguard.com/pdf/ISGDCA.pdf
1434 bri.li/1434 www.dallasnews.com/business/columnists/scott-burns/20150502-tax-takes-toll-on-middle-income-social-security-recipients.ece
1435 bri.li/1435 www.dallasnews.com/business/columnists/scott-burns/20150502-tax-takes-toll-on-middle-income-social-security-recipients.ece
1436 bri.li/1436 medicare.gov/your-medicare-costs/part-b-costs/part-b-costs.html
1437 bri.li/1437 kitces.com/blog/required-minimum-distribution-rmd-calculation-tax-rules-ira-401k-403b/
1438 bri.li/1438 kitces.com/blog/minimize-delay-required-minimum-distribution-rmd-mandatory-withdrawal-obligations
1439 bri.li/1439 www.irs.gov/uac/About-Publication-915
1440 bri.li/1440 www.irs.gov/pub/irs-pdf/p590b.pdf
1441 bri.li/1441 individual.troweprice.com/public/Retail/Retirement/Required-Minimum-Distributions/Calculate-My-RMD
1442 bri.li/1442 www.ssa.gov/oact/cola/examplemax.html
1443 bri.li/1443 seekingalpha.com/article/4142059-december-2017-median-household-income
1444 bri.li/1444 www.ssa.gov/policy/docs/quickfacts/stat_snapshot/
1445 bri.li/1445 www.irs.gov/uac/About-Publication-915
1446 bri.li/1446 www.irs.gov/pub/irs-pdf/p590b.pdf
1447 bri.li/1447 www.calcxml.com/calculators/how-much-of-my-social-security-benefit-may-be-taxed
1448 bri.li/1448 www.kiplinger.com/article/retirement/T051-C000-S001-which-states-tax-social-security.html
1449 bri.li/1449 books.google.com/books?id=KPsdDAAAQBAJ&printsec=frontcover&dq=The+Art+of+Trading&hl=en&sa=X&ved=0ahUKEwid3NDnxczNAhVL1GMKHbbsDIoQ6AEIODAE#v=onepage&q=The%20elements%20of%20good%20trading%20are%20cutting%20losses&f=false
1450 bri.li/1450 kitces.com/blog/how-has-the-4-rule-held-up-since-the-tech-bubble-and-the-2008-financial-crisis/
1451 bri.li/1451 www.kitces.com/march-2012-issue-of-the-kitces-report-expanding-the-framework-of-safe-withdrawal-rates/
1452 bri.li/1452 www.kitces.com/march-2012-issue-of-the-kitces-report-expanding-the-framework-of-safe-withdrawal-rates/
1453 bri.li/1453 www.kitces.com/march-2012-issue-of-the-kitces-report-expanding-the-framework-of-safe-withdrawal-rates/
1454 bri.li/1454 www.kitces.com/march-2012-issue-of-the-kitces-report-expanding-the-framework-of-safe-withdrawal-rates/
1455 bri.li/1455 www.kitces.com/march-2012-issue-of-the-kitces-report-expanding-the-framework-of-safe-withdrawal-rates/
1456 bri.li/1456 projectmagma.net/~melekor/uploads/AAA/Adaptive%20Asset%20Allocation%20A%20Primer.pdf
1457 bri.li/1457 www.kitces.com/march-2012-issue-of-the-kitces-report-expanding-the-framework-of-safe-withdrawal-rates/
1458 bri.li/1458 www.retailinvestor.org/pdf/Bengen1.pdf
1459 bri.li/1459 www.bls.gov/opub/reports/consumer-expenditures/2015/home.htm
1460 bri.li/1460 www.brainyquote.com/quotes/quotes/p/peterdevri106585.html
1461 bri.li/1461 www.thornburg.com/pdf/TH1858_LadderVsBarbell.pdf
1462 bri.li/1462 www.marketwatch.com/story/heres-the-income-portfolio-you-want-to-own-when-interest-rates-rise-2015-02-20/print
1463 bri.li/1463 am.jpmorgan.com/us/en/asset-management/gim/adv/insights/guide-to-the-markets/viewer
1464 bri.li/1464 www.nytimes.com/2015/04/12/business/mutfund/questioning-the-seaworthiness-of-bond-funds.html?_r=0
1465 bri.li/1465 https://www.invesco.com/us/financial-products/etfs/performance/yields?FilterList=FCLASS_ASSET_TYPE%26FIXED+INCOME%3A%3A%3AFCLASS_ETF_CLASSIFICATION%26INCOME%3A%3A%3AFCLASS_ETF_CLASSIFICATION%26INCOME%2FBULLETSHARES
1466 bri.li/1466 www.ishares.com/us/products/etf-product-list#!type=ishares&tab=yields&view=list&fst=50587
1467 bri.li/1467 https://www.invesco.com/us/financial-products/etfs/performance/yields?FilterList=FCLASS_ASSET_TYPE%26FIXED+INCOME%3A%3A%3AFCLASS_ETF_CLASSIFICATION%26INCOME%3A%3A%3AFCLASS_ETF_CLASSIFICATION%26INCOME%2FBULLETSHARES
1468 bri.li/ 1468 www.ishares.com/us/products/etf-product-list#!type=ishares&tab=yields&view=list&fst=50587
1469 bri.li/1469 www.standardandpoors.com/en_US/web/guest/article/-/view/sourceId/504352#ID545
1470 bri.li/1470 siepr.stanford.edu/sites/default/files/publications/17-048.pdf
1471 bri.li/1471 www.nact.org/resources/2014_SP_Global_Corporate_Default_Study.pdf
1472 bri.li/1472 www.nact.org/resources/2014_SP_Global_Corporate_Default_Study.pdf
1473 bri.li/1473 www.jstor.org/discover/10.2307/745492?uid=2129&uid=2&uid=70&uid=4&sid=21104218662901
1474 bri.li/1474 books.google.com/books?id=JS9HpSYncTMC&pg=PA14&lpg=PA14&dq=soros+%22market+prices+are+always+wrong%22&source=bl&ots=DSBb84TQCp&sig=3x5XqatKR9gAeyv5aNLo8NPQyE&hl=en&sa=X&ei=krBcVffAEIXKsAXw5YLoCA&ved=0CDMQ6AEwAw#v=onepage&q=soros%20%22market%20prices%20are%20always%20wrong%22
1475 bri.li/1475 www.ncbi.nlm.nih.gov/pmc/articles/PMC2917363/
1476 bri.li/1476 www.economist.com/blogs/babbage/2012/11/qa-samuel-arbesman
1477 bri.li/1477 books.google.com/books?id=nXho71uvKBsC&printsec=frontcover&dq=%22half-life+of+facts%22&hl=en&sa=X&ved=0CCsQ6AEwAGoVChMI44DLlvOGyQIVSNRjCh0avQP8#v=onepage&q=It%20takes%2050%20years%20to%20get%20a%20wrong%20idea%20out%20of%20medicine&f=false
1478 bri.li/1478 skepdic.com/zombieidea.html
1479 bri.li/1479 www.economist.com/blogs/babbage/2012/11/qa-samuel-arbesman
1480 bri.li/1480 zombiecon.wikidot.com/
1481 bri.li/1481 www.researchgate.net/publication/247884597_Consulting_to_the_Ultra_Affluent
1482 bri.li/1482 www.math.ust.hk/~maykwok/courses/ma362/07F/markowitz_JF.pdf
1483 bri.li/1483 en.wikibooks.org/wiki/Principles_of_Finance/Section_1/Chapter_7/Modern_Portfolio_Theory#History
1484 bri.li/1484 nobelprize.org/nobel_prizes/economics/laureates/1990/markowitz-lecture.pdf
1485 bri.li/1485 www.math.ust.hk/~maykwok/courses/ma362/07F/markowitz_JF.pdf
1486 bri.li/1486 en.wikipedia.org/wiki/Modern_portfolio_theory#Risk-free_asset_and_the_capital_allocation_line
1487 bri.li/1487 en.wikipedia.org/wiki/Modern_portfolio_theory#Criticisms
1488 bri.li/1488 ssrn.com/abstract=908569
1489 bri.li/1489 books.google.com/books?id=gRdOBrus_9wC&printsec=frontcover&dq=jason+zweig&hl=en&sa=X&ei=jLSlVKqMDo61oQSFwIGABQ&ved=0CCUQ6AEwAQ#v=snippet&q=%22if%20it%20went%20way%20down%22&f=false
1490 bri.li/1490 www.wsj.com/articles/SB123093692433550093
1491 bri.li/1491 books.google.com/books?ei=mdGlVPDRD8P1oASuj4D4Aw&id=XO0WMES6YvUC&dq=%22intelligent+asset+allocator%22&focus=searchwithinvolume&q=%22would+have+tanked%22
1492 bri.li/1492 thepfengineer.com/2016/02/14/basic-portfolio-construction/
1493 bri.li/1493 www.jstor.org/stable/2977928
1494 bri.li/1494 books.google.com/books?id=H3CxAAAAIAAJ&q=%22the+asset+pricing+model+is+not+consistent+with+the+data%22&dq=%22the+asset+pricing+model+is+not+consistent+with+the+data%22&hl=en&sa=X&ved=0ahUKEwjAjtX3rprYAhVDxGMKHQqLCJgQ6AEIKDAA
1495 bri.li/1495 ssrn.com/abstract=908569
1496 bri.li/1496 www.nber.org/chapters/c11393
1497 bri.li/1497 www.ivey.uwo.ca/cmsmedia/3775518/the_cross-section_of_expected_stock_returns.pdf
1498 bri.li/1498 www.nytimes.com/1992/02/18/business/market-place-a-study-shakes-confidence-in-the-volatile-stock-theory.html
1499 bri.li/1499 www.lapasserelle.com/escem/finance1/13_portfolios_(2)/Modern%20Portfolio%20Theory%20criticisms.htm
1500 bri.li/1500 www.sunrisecapital.com/wp-content/uploads/2013/02/Futures_Mag_Sortino_0213.pdf
1501 bri.li/1501 books.google.com/books?id=ZNTjEbOcPpQC&printsec=frontcover&dq=The+Sortino+Framework+for+Constructing+Portfolios&hl=en&sa=X&ved=0CDAQ6AEwAGoVChMIy7Ww39mYyQIVx0mICh1zdAlg#v=onepage&q=more%20than%2040%25%20of%20the%20time&f=false
1502 bri.li/1502 pmpt.me/2012/01/25/pmpt-marries-prospect-theory
1503 bri.li/1503 www.tangotools.com/ui/fkbook.pdf
1504 bri.li/1504 mutualfundobserver.com/discuss/discussion/6694/the-ulcer-index-and-martin-ratio
1505 bri.li/1505 tangotools.com/ui/ui.htm
1509 bri.li/1509 www.aaii.com/journal/article/2013-Stock-Screens-The-Year-of-the-Bulls#10
1507 bri.li/1507 boards.fool.com/MessagePrint.aspx?mid=24866511
1508 bri.li/1508 www.tangotools.com/ui/ui.htm
1509 bri.li/1509 tangotools.com/ui/ui.htm
1510 bri.li/1510 simple.wikipedia.org/wiki/Standard_deviation#More_examples
1511 bri.li/1511 www.the300club.org/wp-content/uploads/2015/12/300_Club-Bob_Maynard_Managing_risk_in_a_complex_world.pdf
1512 bri.li/1512 mebfaber.com/2013/03/21/you-are-not-a-good-investor/
1513 bri.li/1513 gallery.mailchimp.com/6750faf5c6091bc898da154ff/files/The_Capitalism_Distribution_12.12.12_1_.pdf
1514 bri.li/1514 onlinelibrary.wiley.com/doi/10.1111/j.1540-6261.1970.tb00518.x/full
1515 bri.li/1515 e-m-h.org/Basu1977.pdf
1516 bri.li/1516 www.journals.uchicago.edu/doi/abs/10.1086/260832
1517 bri.li/1517 www.jstor.org/stable/1802789
1518 bri.li/1518 books.google.com/books?id=Rv-DULmRx2YC&pg=PA8&dq=%22efficient+markets+hypothesis+represents+one+of+the+most+remarkable+errors%22&hl=en&sa=X&ved=0ahUKEwiv2PPJ38jdAhULiVQKHeRlD8MQ6AEIKDAA#v=onepage&q=%22efficient%20markets%20hypothesis%20represents%20one%20of%20the%20most%20remarkable%20errors%22&f=false
1519 bri.li/1519 www.barrypopik.com/index.php/new_york_city/entry/id_be_a_bum_on_the_street_with_a_tin_cup_if_the_markets_were_always_efficie
1520 bri.li/1520 www.talkativeman.com/never-be-a-price-taker/
1521 bri.li/1521 www.top1000funds.com/wp-content/uploads/2014/05/The-Arbitrage-Theory-of-Capital-Asset-Pricing.pdf
1522 bri.li/1522 www.jstor.org/stable/2327087?seq=1#page_scan_tab_contents
1523 bri.li/1523 onlinelibrary.wiley.com/doi/10.1111/j.1540-6288.1994.tb00817.x/abstract
1524 bri.li/1524 onlinelibrary.wiley.com/doi/10.1111/j.1540-6288.1994.tb00817.x/abstract
1525 bri.li/1525 ssrn.com/abstract=2459086
1526 bri.li/1526 en.wikipedia.org/wiki/Merton_Miller
1527 bri.li/1527 www.gsb.stanford.edu/stanford-gsb-experience/news-history/professor-william-sharpe-shares-nobel-prize-economics
1528 bri.li/1528 books.google.com/books?id=GSBcQVd3MqYC&pg=PA277&dq=%22black+swan%22+%22Nobel+Committee+could+have+tested+the+Sharpe+and+Markowitz+models%22&hl=en&sa=X&ei=lE-tVOGmJ9jSoAT314L4BQ&ved=0CB8Q6AEwAA#v=onepage&q=%22black%20swan%22%20%22The%20Nobel%20Committee%20could%20have%20tested%20the%20Sharpe%20and%20Markowitz%20models%22&f=false
1529 bri.li/1529 www.bloomberg.com/news/2010-10-08/taleb-says-crisis-makes-nobel-panel-liable-for-legitimizing-economists.html
1530 bri.li/1530 en.wikipedia.org/wiki/Nobel_Memorial_Prize_in_Economic_Sciences#Alternative_names
1531 bri.li/1531 en.wikipedia.org/wiki/Nobel_Memorial_Prize_in_Economic_Sciences#Controversies_and_criticisms
1532 bri.li/1532 www.bauer.uh.edu/rsusmel/phd/jegadeesh-titman93.pdf
1533 bri.li/1533 onlinelibrary.wiley.com/doi/10.1111/j.1540-6261.1997.tb03808.x/full?viewType=Print&viewClass=Print
1534 bri.li/1534 www8.gsb.columbia.edu/rtfiles/Heilbrunn/Schloss Archives for Value Investing/vi/02basu_83_earnings_yield.pdf
1535 bri.li/1535 ssrn.com/abstract=1970693
1536 bri.li/1536 www.aaii.com/journal/article/is-outperforming-the-market-alpha-or-beta#4
1537 bri.li/1537 ssrn.com/abstract=2503174
1538 bri.li/1538 www.business.unr.edu/faculty/liuc/files/BADM742/Banz_sizeeffect_1980.pdf
1539 bri.li/1539 www.sciencedirect.com/science/article/pii/0304405X81900192
1540 bri.li/1540 www.researchaffiliates.com/Our%20Ideas/Insights/Fundamentals/Pages/223_Finding_Smart_Beta_in_the_Factor_Zoo.aspx
1541 bri.li/1541 onlinelibrary.wiley.com/doi/10.1111/0022-1082.00192/abstract
1542 bri.li/1542 books.google.com/books?id=e5yzAwAAQBAJ&pg=PA29&dq=%22wealth+management%22+andrew+ang&hl=en&sa=X&ved=0CDAQ6AEwAGoVChMI8pqZt-ibyQIVjJSICh1VRAuA#v=onepage&q=%22since%20the%20mid-1980s%22&f=false
1543 bri.li/1543 www.sciencedirect.com/science/article/pii/S0927539800000086
1544 bri.li/1544 books.google.com/books?id=NMwswtk5UZAC&dq=%22what+works+on+wall+street%22+fourth+edition&focus=searchwithinvolume&q=%22impossible+to+buy%22
1545 bri.li/1545 www.ifa.com/12steps/step9/monthly_rolling_periods/
1546 bri.li/1546 books.google.com/books?id=rWW8AwAAQBAJ&printsec=frontcover&dq=asset+management+andrew+ang&hl=en&sa=X&ved=0ahUKEwjLroLZop7JAhVQXIgKHaXvBp4Q6AEINjAB#v=snippet&q=%22risk%20of%20the%20value%20strategy%22&f=false
1547 bri.li/1547 books.google.com/books?id=oY8fAQAAQBAJ&pg=PT114&dq=mandelbrot+spanish+authorities&hl=en&sa=X&ved=0CCQQ6AEwAWoVChMI3Kex14OfyAIVkjqICh0uTgpg#v=onepage&q=mandelbrot%20spanish%20authorities&f=false
1548 bri.li/1548 www.businessinsider.com/cost-of-missing-10-best-days-in-sp-500-2015-3
1549 bri.li/1549 www.onefpa.org/journal/Pages/Missing%20the%20Ten%20Best.aspx
1550 bri.li/1550 books.google.com/books?id=zg91TAIs6bgC&pg=PA96&lpg=PA96&dq=fama+%22drama+only+once+every+seven+thousand+years%22&source=bl&ots=YmpXxSfJEK&sig=N6BZT9ZSeFBI7CUaW-Qsc_-Ac9A&hl=en&sa=X&ved=0ahUKEwjXlYGbobXaAhXmjlQKHVU5DOYQ6AEIKDAA#v=onepage&q=fama%20%22drama%20only%20once%20every%20seven%20thousand%20years%22&f=false
1551 bri.li/1551 books.google.com/books?id=zg91TAIs6bgC&pg=PA249&lpg=PA249&dq=mandelbrot+%22you+can+sidestep+its+worst+punches%22&source=bl&ots=YmpXxSfMDP&sig=wvS4HrpQDZ2wkBamMEg7KMdfgbM&hl=en&sa=X&ved=0ahUKEwiT72norXaAhXI6J8KHcOTAIgQ6AEIKDAA#v=onepage&q=mandelbrot%20%22you%20can%20sidestep%20its%20worst%20punches%22&f=false
1552 bri.li/1552 en.wikipedia.org/wiki/Normal_distribution#History
1553 bri.li/1553 en.wikipedia.org/wiki/Paul_L%C3%A9vy_%28mathematician%29
1554 bri.li/1554 www.nobelprize.org/nobel_prizes/economic-sciences/laureates/2003/advanced-economicsciences2003.pdf
1555 bri.li/1555 www.investresolve.com/blog/dynamic-asset-allocation-for-practitioners-part-1-universe-selection/
1556 bri.li/1556 ssrn.com/abstract=1914673
1557 bri.li/1557 etf.com/sections/index-investor-corner/swedroe-downside-momentum?nopaging=1
1558 bri.li/1558 books.google.com/books?id=hC_qBQAAQBAJ&dq=editions:2uSnx79bcVsC&hl=en&sa=X&ved=0CB0Q6AEwAGoVChMI6azYuriWyAIVDimICh2SwAXx
1559 bri.li/1559 www.wsj.com/articles/the-trick-to-making-better-forecasts-1443235983
1560 bri.li/1560 www.economist.com/news/21589145-how-sort-best-rest-whos-good-forecasts
1561 bri.li/1561 www.etfscreen.com/blog/contact-us/
1562 bri.li/1562 stockcharts.com/docs/doku.php
1563 bri.li/1563 www.myplaniq.com/LTISystem/f401k_view.action?ID=5837
1564 bri.li/1564 www.bogleheads.org/blog/william-bernsteins-cowards-portfolio/
1565 bri.li/1565 www.myplaniq.com/LTISystem/jsp/portfolio/ViewPortfolio.action?ID=407
1566 bri.li/1566 socialize.morningstar.com/NewSocialize/forums/t/183963.aspx
1567 bri.li/1567 bri.li/morning
1568 bri.li/1568 www.myplaniq.com/LTISystem/jsp/portfolio/ComparePortfolio.action?withCompare=true&portfolioString=P_36809%2CP_33676
1569 bri.li/1569 www.myplaniq.com/LTISystem/jsp/portfolio/ComparePortfolio.action?withCompare=true&portfolioString=P_33690%2CP_33692
1570 bri.li/1570 www.myplaniq.com/LTISystem/jsp/portfolio/ComparePortfolio.action?withCompare=true&portfolioString=P_1361%2CP_17645
1571 bri.li/1571 www.myplaniq.com/LTISystem/jsp/portfolio/ComparePortfolio.action?withCompare=true&portfolioString=P_20970%2CP_20965
1572 bri.li/1572 www.myplaniq.com/LTISystem/jsp/portfolio/ComparePortfolio.action?withCompare=true&portfolioString=P_37035%2CP_33624
1573 bri.li/1573 www.myplaniq.com/LTISystem/jsp/portfolio/ComparePortfolio.action?withCompare=true&portfolioString=P_20508%2CP_21403
1574 bri.li/1574 www.myplaniq.com/LTISystem/jsp/portfolio/ComparePortfolio.action?withCompare=true&portfolioString=P_20933%2CP_28414
1575 bri.li/1575 www.myplaniq.com/LTISystem/jsp/portfolio/ComparePortfolio.action?withCompare=true&portfolioString=P_18357%2CP_18333
1576 bri.li/1576 www.myplaniq.com/LTISystem/jsp/portfolio/ComparePortfolio.action?withCompare=true&portfolioString=P_407%2CP_17465
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