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Paul Kaplan

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  1. Does the Growth of Passive Investing Make Opportunities for Active Investors?


    Wed, 22 Jan 2014

    arbitrage takes risk, and true fair values are never known with certainty." Market Dynamics Unchanged Morningstar's Paul Kaplan said that, even given the rise of indexing, the market still requires a buyer and a seller to set a stock's trading

  2. Should You Count Social Security as a Bond?


    Thu, 9 Jan 2014

    considered in the portfolio as a bond-like asset," he said. In a paper Blanchett co-authored with Morningstar's Paul Kaplan , total wealth allocation--encompassing investment assets as well as non-portfolio assets such as pensions, Social

  3. James Montier on Today's Investment Fashions


    Wed, 11 Dec 2013

    s column.) His smart-beta argument is not new. As with several critics before him, including Morningstar's Paul Kaplan , Montier regards most smart-beta strategies--that is, indexing schemes that weight not by market capitalization

  4. The Error-Proof Portfolio: How Do Your Financial Priorities Stack Up With Our Pyramid?


    Mon, 9 Sep 2013

    during retirement. In fact, tax-efficient decision-making is so important that Morningstar's David Blanchett and Paul Kaplan included it as one of the key factors that adds value in the financial-planning process, as outlined in this paper

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