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Author: Rayvt Big gold star, 5000 posts Top Favorite Fools Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 76394  
Subject: Re: Late life retirement investing Date: 7/26/2010 3:54 PM
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That being said, I think one of the first and most important decisions that I need to make is asset allocation. Given his financial situation, do you have any recommendations on how I should allocate his assets (feel free to recommend specific funds)?

Here's some useful links:

FundAdvice.com: "The ultimate buy-and-hold strategy"
http://www.fundadvice.com/articles/buy-hold/the-ultimate-buy...

The original link has disappeared. Luckily I downloaded a copy of the paper, so I was able to UL it to my mediafire account.
2 page synopsis of "Asset Class Performance is Unpredictable"
http://www.jennisondryden.com/view/upload?docURL=/WDocs/3862...

http://www.mediafire.com/file/cf5iiuyjidm/MultiAssetCH.pdf

These papers have suggestions for asset classes. They discuss more than just the allocations, though.

http://ssrn.com/abstract=962461

Guyton/Klinger Decision Rules.
http://schulmerichandassoc.homestead.com/Using_Decision_Rule...

As far a specific funds----- fundadvice has an article with a number of candidates. I started with his list and made my picks primarily on the lowest ER among similar funds.
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