Article Archive: Jason Kephart, CFA

Title Collection Author Date
Don't Know About CITs? You Probably Should US Videos Jason Kephart, CFA 11/10/21
Strange Bedfellows in Model Portfolios US Videos Jason Kephart, CFA 10/22/21
Farewell, Mutual Funds in 401(k)s? Fund Spy Jason Kephart, CFA 10/22/21
Vanguard Cuts Target-Date Fund Fees as Fidelity Continues to Gain Momentum Fund Spy Jason Kephart, CFA 10/04/21
The Model Portfolio Landscape in 7 Charts Advisor Insights Jason Kephart, CFA 09/09/21
Private Equity and Target-Date Funds: An Unrequited Love Story Fund Spy Jason Kephart, CFA 07/30/21
Target-Date Deep Dive: T. Rowe Price US Videos Jason Kephart, CFA 07/21/21
Target-Date Deep Dive: Fidelity US Videos Jason Kephart, CFA 07/21/21
Target-Date Deep Dive: Vanguard US Videos Jason Kephart, CFA 07/20/21
Sustainable Model Portfolios Don't Have to Cost More Green Fund Spy Jason Kephart, CFA 05/28/21
Long Live the 60/40 Portfolio Fund Spy Jason Kephart, CFA 05/06/21
Model Portfolios Strut Their Stuff US Videos Jason Kephart, CFA 04/14/21
Vanguard's Fine Target-Date Retirement Series Fund Spy Jason Kephart, CFA 03/24/21
3 Key Developments in the Target-Date Landscape US Videos Jason Kephart, CFA 03/22/21
The Best Target-Date Funds for 2021 and Beyond Fund Spy Jason Kephart, CFA 03/18/21
3 Target-Date Series for an IRA US Videos Jason Kephart, CFA 02/23/21
American Funds Target Date Retirement Series Fund Spy Jason Kephart, CFA 02/10/21
BlackRock LifePath Index Target-Date Series Fund Spy Jason Kephart, CFA 02/10/21
Vanguard's Target-Date Fund Flows Plummet in 2020 Fund Spy Jason Kephart, CFA 01/13/21