While Asset Allocation continues to serve long-term growth investors well, the approach was not designed to address the unique needs of the 21st-century retirement income investor. When first introduced by economist Harry Markowitz as ‘Modern Portfolio Theory’ in 1952, the concept was so well received and quantitatively sound, Markowitz was awarded the Nobel Prize in Economics […]
recent blog posts
LIFE INSURANCE AS A REFINANCING TOOL IN A RISING RATE ENVIRONMENT With the cost of capital increasing dramatically as interest rates have risen, many commercial loans now have terms that are far less favorable, if not punitive. Fortunately, […]
About
DMI, an independent marketing organization and field marketing organization, was founded in 1989 to provide financial professionals three dynamic elements for success: annuity marketing services, life insurance marketing services, sales consulting and operations
View our privacy policy
