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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. mark for My Articles similar articles
Financial Planning
March 1, 2006
Bob Veres
Beyond the Pyramid Think you know the state of the art in portfolio management? New research may offer some surprises -- and suggest new approaches. mark for My Articles similar articles
Financial Planning
December 1, 2005
John Nersesian
Rebalancing Act One of a planner's most difficult tasks in getting clients to implement a financial plan is convincing them to rebalance their asset allocations. Before you can persuade clients to rebalance, you have to show them the benefits. mark for My Articles similar articles
Financial Planning
February 1, 2005
Len Reinhart
Multiple Choice No single product will meet all the needs of aging boomers. Advisers must develop strategies combining multiple products into retirement portfolios. mark for My Articles similar articles
On Wall Street
May 1, 2010
Gerald Buetow
In Defense Of Modern Portfolio Theory As stock markets plunged worldwide and investment portfolios took it on the chin, revisionists sought to expound on what they deemed were the inherent flaws of the deeply entrenched MPT. In short, the theory became the scapegoat for the failure of diversification. mark for My Articles similar articles
Financial Planning
May 1, 2008
Mark Willoughby
Volatility Bites For those who had begun to underestimate the impact volatility can have on managing investment portfolios, the events of 2007 and early 2008 have been a sobering reminder. mark for My Articles similar articles
Financial Planning
January 1, 2006
Marshall Eckblad
Bookshelf Rick Ferri's new book All About Asset Allocation shows investors how asset allocation and rebalancing into fixed asset classes can render consistent long-term results. mark for My Articles similar articles
Financial Planning
April 1, 2005
Louis Cameron Day
You've Got Concerns A new, individualized approach to portfolio management may lessen your financial advisory clients' confusion. mark for My Articles similar articles
Financial Planning
September 1, 2008
Craig L. Israelsen
A Perfect Portfolio Investment portfolios should include a wide variety of diverse assets. Each one adds an important dimension to the portfolio because it behaves differently. mark for My Articles similar articles
Wall Street & Technology
January 5, 2004
Jim Middlemiss
Bringing Risk Into the Mix Legg Mason is among a handful of firms revamping their wealth-management platforms to include risk management. mark for My Articles similar articles
Financial Planning
April 1, 2006
Len Reinhart
The Equity Puzzle Stocks are a critical component of lifetime investment plans, but clients need more than cookie-cutter allocations and market-mirror index funds. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Planning
September 1, 2005
Horn & Sturiale
Do Your Investments Play Nice? Advisers and consultants spend a great deal of time helping retirement plan clients construct investment portfolios. Here's a quantitative look at diversification using the Schwab Portfolio Diversification Measure. mark for My Articles similar articles
Investment Advisor
September 2005
Kathleen M. McBride
But Are They a Good Deal? MFS asset allocation funds pass the three-year mark and get high ratings from S&P. mark for My Articles similar articles
Entrepreneur
January 2005
Dian Vujovich
Basket Case The saying "Don't put all your eggs in one basket" may have had its place on Wall Street during the past century, but with today's range of investment choices, that old axiom needs some rethinking. mark for My Articles similar articles
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. mark for My Articles similar articles
BusinessWeek
August 15, 2005
Don't Forget Home Equity To business professor Dean Gatzlaff, your home should be part of any asset allocation plan. mark for My Articles similar articles
Financial Planning
January 1, 2006
Marshall Eckblad
REITs' Diversification Benefits Portfolios that included Real Estate Investment Trust (REIT) holdings have outperformed those without such holdings in recent years. mark for My Articles similar articles
Investment Advisor
April 2006
Maya Ivanova
Self Improvement In the recent supplement to the 2005 Rydex AdvisorBenchmarking Survey, many advisors recognize that simply maintaining the status quo is not enough. They're continuously examining their business plans and investment processes to look for improvements. mark for My Articles similar articles
Financial Planning
March 1, 2006
Marshall Eckblad
White Paper: Hedging Human Capital A new study concludes human capital and life insurance are two correlated pieces of any good portfolio. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
August 2010
James Picerno
Searching For Progress Financial innovation is under fire. Failing to beat the market is only one reason. mark for My Articles similar articles
Financial Planning
May 1, 2006
Joel Bruckenstein
Rebalancing Act A new software program that automatically performs sophisticated rebalancing -- and captures extra alpha -- is stimulating the market for similar offerings. Here's what's available. mark for My Articles similar articles
Financial Advisor
September 2005
Rick Adkins
What I Learned About Portfolio Rebalancing Why does conditional rebalancing work so well? Common sense: It allows the markets, not a calendar, to dictate when it is time to rebalance one's portfolio. mark for My Articles similar articles
The Motley Fool
February 23, 2007
Dan Caplinger
Don't Leave Your Investments on Autopilot An occasional look can reveal profitable adjustments to your portfolio. mark for My Articles similar articles
Financial Planning
January 1, 2005
Mutual Fund Monitor Should you invest in bond funds or individual bonds? mark for My Articles similar articles
Financial Planning
August 1, 2005
Len Reinhart
Staying Active To fund boomers' later-life plans, advisers will need to change the way they think about active and passive portfolio management. mark for My Articles similar articles
Financial Advisor
March 2012
Scott A. MacKillop
MPT -- A Tool, Not An Answer Improving the data we use and how we evaluate results will lead us to the best conclusions for clients. mark for My Articles similar articles
The Motley Fool
August 25, 2004
Asset Allocation for Retirees A helpful way to approach asset allocation is to jot down how much you have, how much you want to withdraw each year, how quickly you expect your nest egg to grow invested in your various options, and how long your money needs to last. mark for My Articles similar articles
Financial Planning
July 1, 2005
Susan Weiner
Foreign Indebtedness The falling dollar has sparked an interest in international bonds, but advisers remain cautious. mark for My Articles similar articles
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. mark for My Articles similar articles
On Wall Street
June 1, 2011
Carl Resnick
ETFs: The Ideal Asset Allocation Tool? True diversification has become the primary focus of smart advisors. To the benefit of these advisors and their clients, a wide range of well-built exchange-traded funds has emerged to represent just about every asset class available. mark for My Articles similar articles
Financial Planning
February 1, 2006
Len Reinhart
A New Model An interview with Don Robinson, Lockwood's chief investment officer, about the general parameters of transforming retirees' portfolios into lifetime investment plans. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
August 2004
Pauline P. Lam
Commodity Investments Help Diversify Portfolios A new tool--resampled efficiency--helps create optimal allocations. Investors can gain exposure to commodities by investing in commodity index or individual commodity futures contracts. A third option is mutual funds. mark for My Articles similar articles
Financial Planning
May 1, 2005
O'Toole & Steiny
Behavioral Finance 101 Understanding the psychological side of money can help you and your financial advisory clients make the right investing decisions. mark for My Articles similar articles
Financial Advisor
November 2010
James Picerno
Rethinking Rebalancing Is it a risk management tool or a source of alpha? Maybe it's both. mark for My Articles similar articles
Entrepreneur
December 2003
Dian Vujovich
Anything Goes Here's a top-performing fund that's got flexibility on its side. mark for My Articles similar articles
The Motley Fool
March 24, 2005
Josie Raney
Do Targeted Funds Hit Your Mark? Look before you take the lifecycle leap. If you're a beginning investor, these funds can offer inexpensive, no-fuss, diversification -- provided you choose the one that best suits your investing timeline and tolerance for risk. mark for My Articles similar articles
The Motley Fool
October 14, 2005
S.J. Caplan
"Unconventional Success": Conventional Foolishness David Swensen's new investment book, Unconventional Success: A Fundamental Approach to Personal Investment, offers good advice, but what's the intended audience? mark for My Articles similar articles
Financial Advisor
September 2007
David Lawrence
Efficient Rebalancing Whether you embrace traditional strategic allocation techniques or actively trading in and out of asset classes within an allocation, there is still a lot of work to do in managing portfolios and optimizing returns for clients within their risk constraints. mark for My Articles similar articles
On Wall Street
December 1, 2008
William Harding
Endowments Offer Investment Lessons for Retirees The number of Americans who turn 65 each week could fill a sports stadium -- and they all need income. Portfolios for people saving for retirement should be structured differently from those already there. mark for My Articles similar articles
Investment Advisor
April 2010
Robert J. Lindner
Expert's Corner: Putting It in Neutral Advisors can improve a client's portfolio by using a market neutral strategy. mark for My Articles similar articles
Investment Advisor
January 2006
Callahan & Howard
Risky Business The primary goal of financial advisors is to make life less risky for clients. But using style boxes to determine risk in a portfolio is a fool's errand. mark for My Articles similar articles
Financial Planning
February 1, 2008
Huxley & Burns
The Match Makers Advisors can use asset dedication to match client's cash flows to their liabilities. mark for My Articles similar articles
Financial Planning
February 1, 2005
Donald Jay Korn
New Directions Exchange-traded funds offer strategic advantages to financial planners who believe in active management, as well as those who favor indexing. mark for My Articles similar articles
Investment Advisor
August 2008
Melanie Waddell
Time for an Alternative The volatile market is sparking more use of alternative assets mark for My Articles similar articles
The Motley Fool
March 24, 2005
Nathan Slaughter
Mutual Fund Meltdown Have you assembled your funds in a carefully orchestrated portfolio or in a haphazard collection? Collecting mutual funds is not a safe pastime. It's a financial disaster waiting to happen. mark for My Articles similar articles
On Wall Street
February 1, 2013
Matthew Lemieux
Fine-Tuning a Portfolio Gets Year off to a Good Start The beginning of a year offers an opportunity to see how investments align with life goals. mark for My Articles similar articles