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Financial Advisor
March 2004
Marla Brill |
Was Last Yearis Rally A Headfake? Jeremy Grantham says yes, and thinks the bear market will return in 2005.   |
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. |
Real Estate Portfolio
Mar/Apr 2004
Christopher M. Wright |
Q&A with Jeremy Grantham Real Estate Portfolio recently asked celebrated investment manager and noted bear Jeremy Grantham, chairman of Grantham, Mayo, Van Otterloo & Co. LLC, to share his thoughts on the capital markets and REIT stocks. |
Registered Rep.
July 1, 2006
David A. Geracioti |
The 20-Year Itch An interview with Jim O'Shaughnessy on his book, Predicting the Markets of Tomorrow who tells financial advisors if they think they can protect clients by putting them in "safe" large-cap stocks or in, say, an S&P 500 index fund, they'll be disappointed. |
Investment Advisor
August 2008
Melanie Waddell |
Time for an Alternative The volatile market is sparking more use of alternative assets |
Registered Rep.
August 1, 2007 |
60 Seconds A short interview with Mike Coffey about 130/30 mutual funds, Mainstay's latest offering for advisors and an emerging trend among asset managers. |
Real Estate Portfolio
Jul/Aug 2004
Christopher M. Wright |
Q&A with Jeremy Siegel The Russell E. Palmer Professor of Finance at the Wharton School of the University of Pennsylvania weighs in on his long-term bullish outlook and the prospects he sees for REIT stocks. |
Real Estate Portfolio
Nov/Dec 2004
Christopher M. Wright |
Q&A with Roger Gibson Roger Gibson is a nationally recognized expert in asset allocation and portfolio design. In a recent interview he discusses among other things, diversification and where REITs fit into his clients' portfolios. |
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. |
The Motley Fool
July 28, 2004
Bill Mann |
Grantham: Prepare for Pain The highly successful long-term investor and principal for investment management firm Grantham, Mayo & Van Otterloo warns of impending peril in the U.S. markets. |
BusinessWeek
August 15, 2005 |
Don't Forget Home Equity To business professor Dean Gatzlaff, your home should be part of any asset allocation plan. |
Registered Rep.
July 1, 2004
Matt Barthel |
What Lies Beneath Charles de Vaulx, the senior vice president of Arnhold and S. Bleichroeder Advisers, speaks about the challenges facing him and his funds in the coming years. |
The Motley Fool
March 1, 2006
Vitaliy Katsenelson |
The Profit Margin Paradigm The broad market index fund investor may be in a pickle when a cheap market suddenly becomes more expensive. If today's corporate profitability reverts to the mean profit margins observed over the last 25 years, corporate profits would decline almost 19%. |
Financial Advisor
August 2004
Evan Simonoff |
Bear Brawl Comes Up Short FPA Capital's Robert Rodriguez and Grantham Mayo's Jeremy Grantham faced off to argue with a bond fund maven, Citigroup's Joe Deane, who was much more bullish on stocks than on his own asset class. The exchange took place at Morningstar's annual mutual fund conference. |
Financial Advisor
April 2006
Alan Lavine |
Eyes Are On Foreign Stocks The declining value of the dollar and a strong global economy bodes well for foreign stocks, despite a decade of underperformance in the 1990s. But some experts worry emerging markets are overheating. |
Financial Planning
September 1, 2009
Geoff Considine |
Not Without Risk Any discussion of whether the theoretical constructs of asset allocation and diversification broke down must start with a reasonable estimate of what they were supposed to provide. |
The Motley Fool
October 11, 2011
Andrew Tonner |
Opportunity Lying in Plain Sight Taking a page from one of the best investors out there helps us find stocks worth examining. Take a look at this list. |
The Motley Fool
November 25, 2008
Dan Caplinger |
Did Asset Allocation Work? Some funds claimed to protect you from the downturn. Did they deliver? |
Registered Rep.
May 17, 2011
Jerry Gleeson |
Q&A: Swedroe's Active Interest in Passive Investing How can advisors make their case to skeptical investors regarding passive investing? |
Investment Advisor
December 2008
James J. Green |
The Failure of Asset Allocation Asset allocation can explain past market performance, but not predict which allocation will work in the future. |
Investment Advisor
January 2006
Callahan & Howard |
Boxes Are Not Classes Advisors who use style boxes as proxies for asset classes are performing a disservice to clients. Here's why characteristic boxes are not asset classes and allocating among various characteristic boxes is useless at best. |
On Wall Street
October 1, 2008
Tim Knepp |
Question Assumptions It's time to ask ourselves whether the blunt tools of broad asset class definitions and traditional asset allocations provide an adequate defense against the complex risk and interaction of today's markets. |
Registered Rep.
March 1, 2006
David A. Geracioti |
Who Needs 'Ya? Joel Greenblatt's new book, The Little Book That Beats the Market, is a simple value investing treatise that allows retail investors to create a portfolio based on Gotham Capital's own strategy. And guess what the message is? "You can do it yourself." |
Financial Planning
October 1, 2006
Stephen Savage |
When To Sell a Mutual Fund Applying common-sense guidelines is easy; making a real-world decision is often fraught with difficulties. |
Financial Planning
November 1, 2005
Marion Asnes |
Advisers Speak Out Our new nationwide poll shows that for all financial advisors know about asset allocation, they're still having trouble making it work. |
The Motley Fool
July 1, 2010
John Rosevear |
You Need This Offbeat Investment Some funds -- which Morningstar calls "moderate allocation" funds -- take nonstandard approaches to investing: Some take short positions, some buy and sell options, some invest in commodities, some combine all of the above and more. |
Financial Planning
February 1, 2005
Jim Otar |
A Matter of Luck Contrary to popular opinion, there's more to portfolio success than the asset allocation decision. As an adviser, you can find peace of mind in recognizing and quantifying the luck factor for individual retirement portfolios. |
Financial Planning
October 1, 2009
Craig L. Israelsen |
An Age-Old Question Age plays an important role in determining asset allocation. The general consensus is, the older you get, the less risk you should take. |
Registered Rep.
June 1, 2008
David A. Geracioti |
The Not-so-distant Financial Dystopia In his revised and updated book, Financial Armageddon: Protect Your Future From Economic Collapse, Michael Panzner argues that America -- and the world -- is facing an all-out financial catastrophe. |
The Motley Fool
November 16, 2004
Shannon Zimmerman |
Selling Points Two more reasons shareholders should consider parting ways with a fund they hold. |
The Motley Fool
February 5, 2010
Tim Hanson |
The Stocks You Need to Buy Now Do you know what you're missing? With an asset allocation plan and additional foreign exposure, your portfolio will be better positioned to profit over the next decade. |
Registered Rep.
April 1, 2008
David A. Geracioti |
It's All Greenspan's Fault A conversation with William Fleckenstein, whose book, Greenspan's Bubbles: The Age of Ignorance At The Federal Reserve, was recently published by McGraw-Hill. |
BusinessWeek
August 13, 2007 |
Life In A Time Of Bubbles Money manager Jeremy Grantham says overpriced assets are everywhere. He's prepared for a global reckoning. |
Registered Rep.
May 1, 2006
David A. Geracioti |
The Entrepreneur Maker Here is an interview with Loral Langemeier, a financial coach and author of the best-selling book The Millionaire Maker on her take-charge-of-your-money philosophy. |
CFO
June 1, 2007
Marie Leone |
A Piece of the P-E You need more than deep pockets to enter and survive the world of private equity. You need connections, patience, and a fastidious accountant. |
Registered Rep.
November 1, 2006
Kevin Burke |
60 Seconds with...Curtis Teberg A short interview on why some think the market will rally after midterm elections. |
The Motley Fool
March 25, 2004 |
Foolish Asset Allocation Moving in and out of the stock market every few months will not lead to success. |
Registered Rep.
April 1, 2005
David A. Geracioti |
Gurus: The Watchdog An interview with investment manager and FundAlarm.com's founder on the formation of the mutual fund information Web site, who it serves and the viability of mutual funds. |
The Motley Fool
June 12, 2007
Rex Moore |
If You Do Just One Thing Today Take the first step on the road to proper asset allocation. You should determine your risk profile and see if your allocation is aligned with it. |
Registered Rep.
May 1, 2005
Bob Hirschfeld |
There's Still Opportunity in Emerging Markets Julian Mayo, the London-based investments director at Charlemagne Capital, and who recently launched Global Emerging Markets Fund talks about investing in China, Korea, Latin America and other emerging markets. |
The Motley Fool
July 25, 2007
Matt Koppenheffer |
The Investment Banking Business: Money Management These days, investment banks do much more than just investment banking. In addition to traditional asset management they're getting involved in hedge funds and private equity. |
The Motley Fool
May 22, 2007
Emil Lee |
The Private Equity Put Are private equity firms propping up the market? |
The Motley Fool
May 7, 2007
Daniel Joshua Rubin |
My Dad Is a Fool A father-son chat yields some surprising investing insights. |
Registered Rep.
July 1, 2007 |
Matthew P. MacMichael, Sr. A short interview with a registered rep. on what makes his practice successful. |
Registered Rep.
October 1, 2005
Ann Therese Palmer |
Watching the Insiders An interview with Nell Minow, editor of The Corporate Library, a research group that evaluates corporate governance policies, on why a rep should consider a company's corporate governance when deciding which stocks to purchase for a client. |
Registered Rep.
February 1, 2005 |
60 Seconds with Bill Nasgovitz Named an Outstanding Broker in 1981 and now celebrating the 20th anniversary of his Heartland Value Fund this year, Heartland Advisors president Bill Nasgovitz focuses on 10-year returns and weathering market dips. |
The Motley Fool
November 17, 2006
Dan Caplinger |
How Much Risk Is Enough? Here's an asset allocation strategy that pays attention to what you really need. |
Financial Planning
June 1, 2010
Donald B. Trone |
Step Three: Formalize When upholding a fiduciary standard, ensuring your investment strategy is prudently planned and well-documented is vital. |
Registered Rep.
October 1, 2006
John Churchill |
Mission USA UBS, with a strong brand name among the wealthy in Europe and Asia, continues to try to stoke some brand awareness among the wealthy here in the U.S. |
Registered Rep.
March 1, 2006
Ann Therese Palmer |
The Calling An interview with Don Haisman about his investment and management strategies for nonprofits and high-net-worth clients. |
