At the FPA Convention ("Experience") in San Diego last week, I mostly sat in on the investment and portfolio drawdown sessions since those were the closest to the nouveau-investment agenda at the national conference that we're creating in October. (Oct. 13-15; you can find the details here: http://www.signupforconference.com/.)
My experience confirmed two things. First, there seems to be a lot of new thinking about investing these days; even the speakers who were buy-and-hold advocates recommended that you tweak the policy portfolio based on current economic conditions, and some -- like Bryce James of Smart Portfolios in Seattle -- touched on investment technologies that I suspect few advisors have ever heard of.
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