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Financial Planning August 1, 2007 Steve Savage	Reality Check Do your clients buy high and sell low? Most successful investors are able to ignore the emotional pull that occurs as the markets cycle between fear and greed.
Financial Planning March 1, 2005 O'Toole & Steiny	The Perfect Process A disciplined approach to managing client assets is at the heart of financial planning. How does yours stack up?
Investment Advisor November 2005 Chris Blunt	Seven Deadly Sins As advisors help investors move from the seven deadly sins of investing to a long-term strategy of reality-based investing, they will need to be part planner, part coach, and part psychotherapist.
Financial Planning April 1, 2006 John J. Bowen	The Enemy Within Use the principles of behavioral finance to keep your clients -- and yourself -- from making costly investment mistakes.
Investment Advisor May 2006 Susan Hirshman	The Wealth Advisor: Profiting by Behavior Competition for affluent clients is fiercer than ever. To attract their attention, you need to stand out from the crowd. You must have better insights about your clients and the markets and a better process to deliver your services. In other words, you have to be a wealth manager.
The Motley Fool February 2, 2007 Nathan Slaughter	Don't Do It! When it comes to your mutual funds, though, keep your eyes on the road -- not the rearview mirror.
The Motley Fool December 3, 2004 Whitney Tilson	Gaining an Investment Edge Here's how to beef up your portfolio and beat the market.
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.
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.
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.
The Motley Fool August 13, 2004 Tom Gardner	Should You Own 50 Stocks? The majority of individual investors in stocks are still in learning mode and should have very diversified portfolios.
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.
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.
The Motley Fool May 11, 2004 Shannon Zimmerman	Building the Perfect Portfolio Smart asset allocation is critical to successful fund investing. Staying the course is a fine idea, but because your goals and tolerance for risk are bound to change over time, the perfect portfolio will always be a work in progress.
Registered Rep. August 1, 2004 Stan Luxenberg	Nest Eggs in Multiple Baskets Increasingly, employers have begun offering life cycle funds, which include broad mixes of stocks and bonds. By picking one life cycle choice, an investor can hold a nicely diversified 401(k) portfolio.
The Motley Fool January 8, 2009 Mike Pienciak	A Look Inside the Investor's Brain Successful investing requires you to use your emotions intelligently -- and that is not so simple as just minding the well-publicized bogeymen Fear and Greed.
Investment Advisor March 2006 Kathleen M. McBride	Acting Like He Thinks If you're considering a large-cap growth fund, don't forget James P. O'Shaughnessy's Dreyfus Premier Alpha Growth Fund/B. Here's an interview with the fund manager.
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.
Financial Planning March 1, 2005 Israelsen & Clement	Of Stocks and Funds Financial advisers need to explain to their clients that diversification can be a double-edged sword; protection against loss can sometimes insulate against return. Here's a performance comparison of individual stocks vs. equity funds in 2004.
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 April 1, 2005 Louis Cameron Day	You've Got Concerns A new, individualized approach to portfolio management may lessen your financial advisory clients' confusion.
Investment Advisor December 2005 Kathleen M. McBride	Hybrid Vehicles? Mutual funds have brought Main Street into investing and been the lifeblood of most advisors' practices. In the future, will there be a better way to invest?
Financial Planning July 1, 2006 Ken Haman	Creating V.A.L.U.E. Effectively managing clients' emotions is the skill that distinguishes the most successful financial advisers from the rest of the pack. Following this five-step process can help you get started.
BusinessWeek July 30, 2009 Ben Levisohn	Reassesing Investors' Risk Tolerance Investment firms are reworking risk questionnaires to keep investors from losing money. A more accurate psychological reading, the reasoning goes, means investors will be more likely to stick with portfolio strategies -- and advisers.
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 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.
Investment Advisor September 2010 Savita Iyer-Ahrestani	Overlooked Managers: Two Guys With Two Goals For Sierra Investment Management, understanding risk inherent in every asset class has enabled it to outperform, while avoiding the worst disasters in financial market history.
Financial Planning May 1, 2010 Ken Solow	Strategy, Analyzed The reasons for a buy and hold, strategic asset allocation investment philosophy are flawed and planners should consider adding active portfolio management to their practices.
The Motley Fool June 8, 2004 Shannon Zimmerman	The Case for Mutual Funds Our resident fund jockey takes on all doubters. Are mutual funds a good investment, or just a way to underperform?
The Motley Fool February 15, 2006 Vitaliy Katsenelson	Protection Against a Dangerous Enemy A very effective way for investors to maintain rationality and fight off the desire to act on emotions is to create rules of engagement: an investment policy.
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.
The Motley Fool November 9, 2004 Shannon Zimmerman	3 Reasons to Sell It's never safe to assume that any investment is a now-and-always proposition. Parting with a mutual fund isn't always such sweet sorrow.
The Motley Fool February 6, 2007 Dan Caplinger	Don't Fall in Love Investments aren't the place to express romantic devotion. When it comes to investing, leave the mushy stuff at home. Your portfolio will be glad you did.
Registered Rep. August 1, 2005 Ruth Halcomb	Tame Your Inner Lizard An interview with Terry Burnham, a former economist at Harvard who applies biology to the financial markets, says the problem is that the human brain was shaped in the Pleistocene era, back when humans had to forage for food, sabotaging our investing instincts.
Investment Advisor March 2007 Susan L. Hirshman	Managing Fear, Maintaining Your Edge How to educate and enlighten your clients on alternative investments.
The Motley Fool November 23, 2004 Shannon Zimmerman	The Case for Mutual Funds Investors willing to do their homework can whip up on the Wise with one hand tied behind their checkbooks. Picking the right fund is every bit as important as picking the right stock, if not more so.
HBS Working Knowledge August 23, 2004 Ann Cullen	New Challenges for Long-Term Investors Risk-reward. Rising interest rates. Stocks or bonds. There's lots to ponder when setting asset allocation strategy. And the answers might not come with "conventional wisdom."
The Motley Fool October 3, 2006 Dan Caplinger	The Best Chance for Success Know how you'll evaluate your investments before you invest in them.
On Wall Street June 5, 2009 Denise Federer	Understanding and Guiding Client Behavior Financial professionals face the complex challenge of effectively responding to the financial and emotional needs of their clients, while managing their own emotional reactions to the current turbulent markets.
Financial Advisor June 2005 Darwin K. Abrahamson	Avoiding Redemption Fees In 401(k) Plans Since it's indisputable that redemption fees are becoming entrenched within mutual funds at an accelerated pace, an obvious solution to avoiding redemption fees altogether is to invest in exchange-traded funds (ETFs).
Financial Planning April 1, 2008 Steve Savage	Backward Thinking Investors see more risk when risk is lower and less risk when it's higher. Why is this?
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 Planning January 1, 2006 Steve Deutsch	Parallel Universes Allocations to separate accounts and mutual funds are strikingly similar, but advisers should hesitate to make returns-based conclusions, particularly when it comes to separate accounts relative to other investment vehicles.
The Motley Fool July 10, 2006 Chuck Saletta	Pessimism's Potent Profits Investors, the stock market is often driven by emotions, not data. If you learn to recognize that, you can profit from it.
The Motley Fool June 10, 2010 Scott Holsopple	The $5.5 Billion Mistake Are you throwing your retirement money out the window?
Registered Rep. February 1, 2003 Stuart Chaussee	Trading Places It's time for a growth rebound. The argument for growth rests on the reversion-to-the-mean concept. Overly simplified, the concept means that when stocks (or any asset class) outperform their historical average, that asset class enters a period of underperformance and vice versa.
The Motley Fool May 11, 2005 Shannon Zimmerman	The Case for Mutual Funds Picking the right fund is every bit as important as picking the right stock, if not more so.
The Motley Fool February 13, 2006 Shannon Zimmerman	3 Reasons to Sell Mutual funds are supposed to be buy-to-hold investments. Still, it's never safe to assume that any investment is a now-and-always proposition. Here are three key reasons to consider parting ways with a fund you hold.
The Motley Fool May 13, 2005 Selena Maranjian	Mutual Funds to Save You If your financial future is shaky, certain mutual funds can save you. Before you invest in any mutual fund, make sure you've studied it well -- either on your own or with some help.
The Motley Fool June 10, 2004 Selena Maranjian	Profiting From My Mistakes If you want to make a profit, then do as I say, not as I've done. The author has been investing for a decade now, and she's made her share of missteps along the way. Take time to learn from her mistakes so you can avoid the same pitfalls.