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Pension-gate, 125–29 Phillips, Don, 45 PIMCO, 95, 96 Pope, Alexander, 56 prices, 58, 60, 64-65, 67, 71, 74, 78, 80-81, 84, 101, 110-13, 159, 192, 229, 259 prospectuses, 137 public pension plans, 123, 125-127 R Random Walk Theory, 62, 68-70, 110, 215 rebalancing, xiv, 35-36, 43, 217, 265, 269 registered investment advisor roles asset location, 43, 263 glide path transitions, 267, 309 overview, 260-61 rebalancing, xiv, 35, 43, 46, 265, 269 retirement analyzer, 270-71 tax loss harvesting, 46, 269 research milestones capitalism model, 60-64, 70-71, 195-196 Center for Research in Security Prices(CRSP) and, 58-59, 123, 171, 174, 238 collective wisdom, 62,64 Efficient Markets Hypothesis, 60, 65, 67-68, 70-71, 75, 111, 215 index funds, 67-68, 71-73 Modern Portfolio Theory, 67, 73-75, 215, 226 Nobel Prize in Economics and, 56, 59-60, 64-65, 67, 70, 73, 75, 171, 174, 187, 226, 238 overview, 56, 75 retirement analysis, 126, 261, 270-71 returns. See also costs; historical returns; risk active investing, 37, 38, 85, 154-55 of admired vs. spurned companies, 91–95 discrepancies in, 123

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