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Scrutinizing Target Date Funds in 401(k)s

Daniel S. Kern, CFA February 8, 2014 ThinkAdvisor

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Will you Outlive your Mutual Fund? Fund Death Rattles Still Sting

Dan Kern March 7, 2014 ThinkAdvisor

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ETFs and the Rise of the Tactical Allocator: 5 Questions

Dan Kern April 18, 2014 ThinkAdvisor

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Rethinking the Role of Emerging Markets Investing in Portfolios

Date: May 22 2014 By: Dan Kern

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Academic and Market Research on Divestment

By: Sarah Bernstein Date: May, 2014

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A Different Take on the Invasion of the Robo-Advisors

Dan Kern July 9, 2014

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Investment Selection: A Framework for Combining Active and Passive Investments

Daniel Kern, CFA Gerard Cronin, CFA Tim McCarthy September, 2014

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Investment Advisor

Active and Passive Dan Kern October 2014

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Rethinking Emgerging Markets

Investments & Wealth Monitor October 2014 Tim McCarthy, Dan Kern, Gerard Cronin p.16-19

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Pimco’s flagship funds: Should you be bullish or bearish

Dan Kern and Gerard Cronin Oct 9 2014

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Time to Follow Bill Gross Into Unconstrained Bond Funds?

Author: Dan Kern Publication: ThinkAdvisor Date: October 30, 2014

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Tax Loss Harvesting: Beware of Unrealistic Expectations

Author: Dan  Kern Publication: ThinkAdvisor Date: December 22, 2014

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Are Actively Managed ETFs Really the Next Big Thing?

Author: Daniel Kern Date: February 6, 2015

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Financial Technology M&A Deals: Will Advisors Win or Lose?

By: Dan Kern Date: February 18, 2015

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Fossil Fuel Divestment: Perspectives After the Oil Bust

Date: March 2015 By: Dan Kern & Gerard Cronin

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Tax Loss Harvesting: Beware of Unrealistic Expectations

Date: April 2015 Author: Dan Kern

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