Uncompensated risk: The orphan of modern portfolio theory

The white paper, underwritten by Precision Fiduciary Analytics, Inc., was published in the June 2017 issue of The Tax Adviser, as an article. This white paper is a combination of a PDF of the actual article, plus the Executive Summary which was not published in The Tax Adviser.

Download PDF: OrphanTaxAdviser1706 article

Co-authored by:

J Ben Vernazza, CPA/PFS, TEP (UK) emeritus 

and Stewart Frank CPA/PFS AIFA

Edited by:

Theodore J. Sarenski, CPA/PFS

June 2017