Seeking Alpha

My Household Portfolio Management Process - Part 3: Asset Allocation

Every investor has their own needs, objectives and risk profile. Sharing portfolio management approaches can improve performance by sharing knowledge and experience. My household portfolio plan is ...
Harvard Business School

Asset Allocation and Asset Location: Household Evidence from the Survey of Consumer Finances

Bergstresser, Daniel B., and James Poterba. "Asset Allocation and Asset Location: Household Evidence from the Survey of Consumer Finances." Harvard Business School Working Paper, No. 03-047, September ...
Morningstar

Asset-Map and eMoney Advisor Integrate, Bringing Powerful Visual Planning Insights into Client Conversations

New integration enables advisors to import eMoney household financial planning data into Asset-Map for clearer conversations and client-ready reports Asset-Map Holdings, Inc. (“Asset-Map”), the ...
Business Wire

Asset-Map and eMoney Advisor Integrate, Bringing Powerful Visual Planning Insights into Client Conversations

PHILADELPHIA--(BUSINESS WIRE)--Asset-Map Holdings, Inc. (“Asset-Map”), the premier visual financial conversation tool for advisors, today announced a new integration with eMoney Advisor (“eMoney”), a ...