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Smart Beta And The Search For The Elusive Perfect Equity Portfolio

*As seen on Forbes. James Tobin showed us all how to mix the super-efficient equity portfolio with the zero risk asset to form a portfolio that would meet anybody’s need for liquidity or risk tolerance. Tobin defined the super-efficient portfolio as having highest return per unit of risk possible, but he didn’t have any idea what th...

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Frank Discusses Saving for Retirement on The Larry Meiller Show

Frank discusses retirement and investing on Wisconsin Public Radio’s The Larry Meiller Show today. Listen here....

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Building Your Optimum Portfolio

*As seen on Forbes. Somewhere out there is the perfect equity portfolio. Of the infinite number of portfolios you could form, the perfect equity portfolio is the one that generates the highest return per unit of risk. That’s the equity portfolio that everyone in the world would want to own. It wouldn’t matter if they were tycoons or...

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Consumer Eagle Interviews Frank: “Retirement Advice for Peter Pan: Tips for Late Savers”

"Generally, people can claim Social Security when they reach age 62, but Armstrong says that for every year you delay in claiming benefits, there’s an eight percent increase in the amount you collect."  For more of Frank's advice & the full article, click here....

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The Wall Street Journal Interviews Frank: "Your Needs Should Shape Your Investment Portfolio"

"Except for rebalancing, individuals should make changes in their investment portfolio only when their personal circumstances change, not in reaction to market fluctuations, says Frank Armstrong III, an investment adviser in Coconut Grove, Fla." To read the full article, click here....

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Toxic Product Alert: Avoid Equity-Indexed Annuities

*As seen on Forbes. Upside with downside protection. Especially after the unfortunate adventures of 2008-2009 isn’t that what everybody wants? A product touting those features should sell like hotcakes, so naturally Wall Street is just too happy to supply it – Even if the product isn’t very good, it will sell. Which brings us to t...

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The Miami Herald quotes Frank on "Tips on Caring for your Aging Parents"

“There are all kinds of resources available, but they come at a cost, and if your parents didn’t save enough, it’s going to come out of your pocket,” he said. “The average family has only ‘x’ number of dollars, and if you don’t plan in advance, it may mean your kid can’t go to the college you want them to or you may impa...

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Where Are They Now? Should You Invest With A Master Of The Universe?

*As seen on Forbes. The only thing Wall Street tells you that you can take to the bank is: Past performance is no guarantee of future performance. They are required to tell you that, usually in little tiny print. Then as they shamelessly tout their top performers they go right on to imply that it’s not true. In any game with about a t...

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Lower Than Pond Scum: The Wolf Of Wall Street

*As seen on Forbes. On his first day on Wall Street, Jordan Belfort is told that he is lower than pond scum. An apt description, he subsequently proves it in spades. Belfort is an attractive, charismatic, sociopath with incredible natural sales and leadership skills. An over the top, testosterone loaded, greed fueled, relentlessly drive...

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Frank Shares His Impressions of The Wolf of Wall Street

And why he thinks the real life Jordan Belfort is lower than pond scum. View this afternoon's segment on Huffpost Live here....

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