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Financial Advisor
February 2011
Marla Brill |
Ready For Reflation Several kinds of ETFs should benefit if prices and interest rates begin to rise.   |
Financial Advisor
December 2005
Alan Lavine |
Playing Two Sides PIMCO's three-year-old StocksPlus Total Return Fund buys S&P 500 futures, then tries to beat the index with bonds. |
Financial Advisor
February 2008
Marla Brill |
The Bond ETF Explosion The ETF space is getting crowded. The number of fixed-income exchange-traded funds has exploded to include both portfolios based on broad indexes as well as ETFs consisting of emerging market, municipal and high-yield securities. |
Financial Planning
June 1, 2011
Donald Jay Korn |
Price Controls It's beginning to look a lot like inflation. Or is it? Statistics seem to tell the story, but when it comes to inflation, not everyone agrees how the plot will unfold. |
Financial Planning
September 1, 2006
Donald Jay Korn |
TIPSy-Turvy With inflation on the rise, why are Treasury inflation-protected securities heading south? To understand why TIPS can be so volatile, planners should know how they work. |
Financial Planning
January 1, 2009
Donald Jay Korn |
Outlook 2009 The long-term outlook is brighter than the current vista. Markets have always turned up after downturns and there's no reason to think this pattern will end. |
The Motley Fool
October 6, 2006
Zoe Van Schyndel |
Boring Bond ETFs? For income and diversification, consider bond ETFs. |
Financial Planning
January 1, 2005
Donald Jay Korn |
Fancy Footwork Just as the economy is expected to muddle through this year, consensus forecasts indicate parallel plodding in the financial markets, with unspectacular returns for stocks and bonds. Financial planners seeking to thrive in 2005 may need to develop new tactics. |
Financial Planning
May 1, 2005
Donald Jay Korn |
Foreign Intrigue Financial planners need a passport to follow the money that's flooding into overseas mutual funds, but the wave may be about to break. |
Financial Planning
January 1, 2005
Janet Aschkenasy |
Staggering Choices Many financial advisory clients are using bond ladders to climb beyond interest-rate risk and inflation risk--but not all ladders are created equal. |
Financial Planning
January 1, 2006
Donald Jay Korn |
Outlook 2006 An informal survey of investment strategists found an upbeat economic outlook for 2006: Panic and Euphoria... Has Technology's Time Come?... Bond Parsing... Overseas Picture... Fiscal Forecast... |
Investment Advisor
January 2008
Kathleen M. McBride |
Built to Last Although their strategies vary, Rob Arnott and his investment advisor peers are hewing to a long-term focus on fundamentals, valuations, costs, and taxes. |
Financial Advisor
May 2004
C. Michael Cart |
Risk Control: The Next Act For ETFs New Exchange-traded funds are being created as strategies and technology are developed. |
Financial Advisor
May 2005
Marla Brill |
Commodities Go Mainstream Until recently the high costs and complexity associated with commodity investing kept many investors away. But now, new products make it easier to get a pure play on commodity prices. |
Financial Advisor
October 2004
Tracey Longo |
Investing For Retirement Investing for retirement is feeling pretty dicey. That has investors looking for all the advice they can find. Here's what financial advisors are saying. |
Registered Rep.
April 5, 2010
Stan Luxenberg |
After a Rollercoaster Year, Are TIPS Attractive? Those can help to diversify portfolios and protect purchasing power. But for all the virtues of TIPS, they can be volatile creatures that suffer significant losses. |
Financial Planning
August 1, 2012
Joseph Lisanti |
Girding for Inflation Whether you think inflation is here now or is headed our way, planners should prepare for it. |
BusinessWeek
October 10, 2005
Lewis Braham |
The Growing Interest In Growth Stocks Lately growth stocks are outrunning value funds. |
Financial Advisor
October 2011
Michelle Knight |
Not Your Grandma's Bond Portfolio A dynamic approach to managing fixed-income assets may boost returns and manage interest-rate and inflation risks. |
Financial Planning
March 1, 2006
Solow & Kitces |
Test Your Tactical IQ One of the most basic decisions a planner must make is whether to follow a passive or active approach to managing client portfolios. Take this quiz to see if you're ready to become a more active asset allocator. |
The Motley Fool
July 20, 2011
Stoyan Bojinov |
Inflation ETF Special: 25 ETF Ideas to Fight Rising Prices There's no silver bullet that is guaranteed to offset inflation, but there are dozens of ETFs that may be useful for those worried about the impact of rising prices on their portfolio. |
The Motley Fool
March 19, 2010
Robert Brokamp |
Will Rising Rates Sink Your Portfolio? And should you be worried? How will this affect the portfolios of people who invest in rate-sensitive securities -- namely, bond mutual funds and exchange-traded funds? |
Financial Advisor
January 2005
Marla Brill |
Investment Moves For 2005 Advisors proceed cautiously as interest rates rise and the dollar falls. |
BusinessWeek
February 4, 2010
Tara Kalwarski |
How to Fix Your Bond Mix Here's how three funds allocate bonds for people retiring in 2010 |
Registered Rep.
October 1, 2005 |
An Unconventional Approach In this excerpt from Unconventional Success: A Fundamental Approach to Personal Investment, author David Swensen describes the many risks facing corporate bond investors. |
Financial Planning
July 1, 2005
Susan Weiner |
Foreign Indebtedness The falling dollar has sparked an interest in international bonds, but advisers remain cautious. |
Financial Advisor
April 2010
Marla Brill |
A Good Complement More advisors think both bond mutual funds and ETFs belong in client portfolios. |
Financial Advisor
April 2004
Raymond Fazzi |
Conservatism Rules In Retirement Planning After a traumatic four years marked by a recession, a war on terrorism and a market decline, many advisors are rethinking their retirement planning strategies. |
Financial Planning
October 1, 2006
Donald Jay Korn |
It's a Good Year for Cash With interest rates up and other assets flat or sinking, cash is a winning bet as well as a safe one. |
Financial Advisor
February 2004
Raymond Fazzi |
Mutual Funds Finally Start To Rebound But how long will the rally last? |
On Wall Street
June 1, 2010
Neil O'Hara |
The Fixed Income Fix How can advisors help clients minimize losses in fixed income portfolios when rates increase? The best answer may surprise you. |
Financial Advisor
June 2004
Kevin M. Wilson |
Why Value Beats Growth Portfolios using asset allocation combined with value investing produce better financial results. How should you advise clients to invest? |
Financial Advisor
December 2005
Eric L. Reiner |
Where Are We Headed? Investment experts reveal where they believe the returns are as slower growth is predicted for 2006. |
Investment Advisor
April 2006
Kathleen M. McBride |
Best of Breed The 2006 Separately Managed Accounts Awards recognize excellence in products and managers. Small Cap: Riverbridge Partners, Small Cap Growth... Tax Efficiency: KCM Investment Advisors, Large-Cap GARP Equity... etc. |
Financial Advisor
July 2005
Marla Brill |
A Fund For Tough Times More advisors are using the Permanent Portfolio Fund as a hedge. The fund balances its position in value-oriented commodity stocks with a 15% allocation to aggressive growth stocks in about a dozen industry groups. |
Financial Advisor
December 2007
Eric Rasmussen |
After the Storm The fixed-income market's fortunes this year have played out against the drama of the subprime mortgage meltdown, when investment banks and investors realized that a lot of bad debt was sloshing through the market. |
Financial Advisor
December 2004
Raymond Fazzi |
Are Low Returns Here To Stay? With the economy on course for more than 3% growth this year, there is reason to hope for sustained growth in 2005. Some market watchers say that as investors come to grips with low returns, there may be a movement of investment dollars from passive to active management vehicles. |
Financial Advisor
October 2005
David Reilly |
Is Risk Really A Four Letter Word? Once esoteric investing strategies, such as managed currency and commodity futures, real estate, short selling, arbitrage and event-driven strategies, allow portfolio risk management to be taken to the next level. Advisers, take note. |
Financial Advisor
January 2006
Eric L. Reiner |
Treasury Brings Back The 30-year Bond Issuing new "long" bonds benefits numerous constituencies. But will the new bond be a good investment? |
Financial Advisor
December 2005 |
Getting Busted Chip Carlson banks on an offbeat breed of bond to boost the Greenspring Fund's return. |
BusinessWeek
February 2, 2004
Young & Gutner |
Why You Belong In Bonds Even when rates rise, bond funds provide a market cushion. We've done the math to find the best ones for right now. |
Investment Advisor
April 2006
Ben Warwick |
The Puzzler: The Tilt of Beating the Market? The uncorrelated nature of portfolio tilts creates a type of safety net that puts the advisor in the driver's seat. Combined with tax-loss selling and account rebalancing, portfolio tilts are a powerful addition to an arsenal and a nearly fool-proof way to generate alpha for clients. |
Registered Rep.
August 1, 2006
David Prokupek |
Shelter From the Storm Today's market -- with rising interest rates, significant volatility, few sectors providing positive performance and solid global economic expansion -- bears striking resemblance to the 1970s. So, what are an advisors and investors to do? |
Registered Rep.
January 1, 2003
Stan Luxenberg |
Are Bond Funds Still Attractive? Advisors who are kicking the tires of bond funds these days might be entering the market too late. |
Financial Planning
September 1, 2011
Donald Jay Korn |
Double Plays When clients want a total return fund, it may be difficult for advisors to sort out the options. Determining what role a total return fund can play in a client's portfolio requires a deeper understanding of this confusing category. |
Registered Rep.
April 22, 2014
Brad Zigler |
What To Do About Inflation Risk A number of fundamental and technical indicators are now signaling a buildup of inflationary pressures in the domestic economy. |
Registered Rep.
December 1, 2002
Stan Luxenberg |
Calming the Terrified Client For most clients, however, there are options more lucrative than principal-protection funds that provide a respectable return without assuming the risk of straight equity funds. Consider, for example, closed-end municipal bond funds. |
Investment Advisor
January 1, 2011
Ben Warwick |
Investment Advisor's January 2011 Issue: Ben Warwick Won't Compromise on Getting Returns. Period Clients must take risks to make returns. Here's the right way to do it in 2011. |
Registered Rep.
March 1, 2005
Stan Luxenberg |
Looks Like a Hedge Fund, Smells Like For clients who cannot --- or will not --- try hedge funds, there is a compelling alternative: mutual funds that follow hedge-like strategies. Here are some options. |
The Motley Fool
September 1, 2010
Dan Caplinger |
The True Risk of Bond ETFs Rising interest rates will hurt more than you might expect. |
