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Registered Rep.
March 1, 2008 |
The Fever for Structured Products Structured products, which are gaining popularity in the U.S., combine financial instruments, typically bonds and derivatives, into a package that allows investors to bet on the direction of stocks, bonds and other investments.   |
Financial Planning
June 1, 2007
Donald Jay Korn |
High Net Worth: The Next Big Thing Structured products may be difficult to define, explain and track -- yet they're touted as the next 12-figure asset class. Here's what financial advisors need to know. |
Investment Advisor
June 2007
Susan L. Hirshman |
Structured Products on the Rise These investment vehicles could help improve clients' risk/return outcomes. |
Financial Advisor
January 2009
Michael Sankari |
Another Way To Income Structured products can provide diversification for clients. They have their own risks, however. |
Financial Planning
August 1, 2011
John F. Wasik |
The Hedging Game Structured products are among the most difficult product areas for new clients to understand. |
Financial Advisor
September 2007
Caren Chesler |
Unstructured Debate Structured notes offer a way for individual investors to diversify their portfolios away from traditional stocks and bonds and invest in more novel asset classes, like commodities, international equities and real estate. Here are the pros and cons. |
On Wall Street
January 1, 2009
Judith Schoolman |
5 Questions with Christopher Warren Christopher Warren, who worked at Bankers Trust, General Re, Goldman Sachs and ABN Amro before joining DWS Investments in 2006, speaks about the growing importance of retail structured products to financial advisors. |
Financial Planning
October 2, 2007
Elizabeth O'Brien |
5 Questions Tom Ricketts, founder and CEO of Incapital, an investment bank that underwrites corporate bonds for individual investors that are sold by broker-dealers, talks about his corporate bond program and what makes them attractive to advisors. |
Financial Planning
December 1, 2005
Donald Jay Korn |
Hot Commodities Real assets are on a tear. Better yet, they offer great diversification and a hedge against inflation. The current trend probably has room to run, and there are other very real reasons to allocate a regular portion of clients' portfolios to commodities. |
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. |
Financial Advisor
September 2010
Jeff Schlegel |
Lowdown On Alternatives Financial Advisor's Innovative Alternative Strategies conference explored alternative investments ranging from covered calls to the Chicago Cubs. |
Registered Rep.
April 1, 2007 |
U.S. Warming to Structured Products Structured products are winning more fans in the U.S. Sales of the hybrid securities grew 33% in 2006, to $64 billion. What investors seem to like best about the instruments is the principal protection they offer. |
The Motley Fool
December 10, 2007
Dan Caplinger |
A No-Lose Investment? Principal-protected notes appear to offer investors the best of both worlds: a guaranteed return of principal combined with the chance to participate in gains of hot markets. Yet a close look shows that they're far from a no-lose proposition. |
Financial Advisor
January 2005
Marla Brill |
Investment Moves For 2005 Advisors proceed cautiously as interest rates rise and the dollar falls. |
BusinessWeek
September 30, 2010
Zeke Faux |
Individual Investors Duped by Derivatives Wall Street is selling complex securities to yield-hungry investors who may have no idea how they work - and how risky they are. |
On Wall Street
May 1, 2011
Robert J. Lindner |
Stabilizing Portfolios With Managed Futures Largely ignored by the advisor community, the Managed Futures Index returned 10.23% annualized over the 30-year period ending December 2010. Barclays Capital U.S. Aggregate Bond Index returned an annualized 8.92% and the S&P 500 returned 10.71% annualized. |
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. |
The Motley Fool
November 16, 2010
Dan Caplinger |
Wall Street's Selling the Next Meltdown Structured products promise protection, but do they deliver? |
Financial Advisor
April 2004
Pauline P. Lam |
What You Should Know About Commodity Indexes Direct commodity investment has a place in every investment portfolio. |
Financial Planning
December 1, 2008
Suzanne McGee |
The Perfect Alternative Is there an asset class for your clients portfolios whose price moves in the opposite direction to that of mainstream investments like stocks and bonds? |
Investment Advisor
December 2009
Lewis Schiff |
The Affluentialist: Preserving Capital for the HNW Structured notes were a useful hedging strategy until Lehman. |
Investment Advisor
September 2007
Susan L. Hirshman |
Me? Worry About Inflation? Now may be a good time to raise the inflation issue with financial advisory clients. |
Financial Planning
August 1, 2008
William Harding |
A Different Mix As investors suffer through this year's unstable market, the wounded are talking about alternative investments. |
Financial Advisor
April 2008
Eric L. Reiner |
Hedging Your Bets Richard Lee Jr. presides over the 50-person Dallas advisory Lee Financial Corp. A private placement fund of hedge funds that Richard Lee Jr. uses for clients returned nearly 20% last year. |
Financial Advisor
February 2007
Matt Hougan |
Dancing The Contango The commodities market has investors singing the blues, but a new note leads some to follow the beat of a different drummer. Whatever happens with commodities in 2007, we know one thing for sure: Advisors will be watching. |
Financial Advisor
July 2011 |
Alternatives In The Spotlight Many of the 600 attendees at the second annual Innovative Alternative Strategies conference came to learn how to use these investments in client portfolios. |
Financial Planning
November 1, 2006
Donald Jay Korn |
Hard Choices Exchange-traded funds and notes provide more options for financial planners who want exposure to commodities. |
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 Advisor
July 2011
Virginia Munger Kahn |
Natural Selection Are futures or natural resource stocks the best way to get commodity exposure? |
Registered Rep.
January 1, 2005
Robert S. Bernstein |
Annuity Alternatives Planners now have a powerful alternative to offer clients who desire to fund deferred-compensation plans on a tax-efficient basis, but who do not want to use variable life insurance policies and annuities. |
Financial Advisor
February 2011
Marla Brill |
Ready For Reflation Several kinds of ETFs should benefit if prices and interest rates begin to rise. |
Financial Planning
July 1, 2007
Craig L. Israelsen |
Quasi-Commodities? Here's how energy, precious metals and real estate compare with the entire commodities index as a component of an investment portfolio. |
Financial Planning
March 1, 2005
Justin Daniels |
Not Dead Yet Interest rates may be rising, but fixed-income products may bloom again in 2005. |
Registered Rep.
August 1, 2006
John Churchill |
A Structured What? What do ELKS, ASTROS, BULS, ARNs, BOXES and ComPS all have in common? They're all part of the fledgling "structured products" boom. Wirehouses and banks are marketing them as diversification tools. |
Registered Rep.
August 1, 2006
Stan Luxenberg |
From Complexity to Simplicity And Back Using plain-vanilla mutual funds, retail advisors can build low-correlating portfolios, like absolute-return portfolios. In fact, the sophisticated financial advisor is performing like a mini-institutional consultant of yore. |
Financial Planning
July 1, 2005
Donald Jay Korn |
How Super Are Hedge Funds? They're today's happening investment, but advisers and clients who are swooning over hedge funds should bear in mind that there are many reasons these super-investments don't deserve their glorified image. |
The Motley Fool
June 23, 2010
Dan Caplinger |
The Wrong Way to Protect Your Portfolio Using complex products designed to cater to your sense of fear is rarely a smart move for investors. |
Financial Planning
February 1, 2011
Craig L. Israelsen |
Consistency Matters What have we learned from analyzing four decades of asset class returns? Just this: An equally weighted, multi-asset approach to building investment portfolios is the model of consistency through booms and busts. |
BusinessWeek
September 27, 2004
Christopher Farrell |
Why TIPS Are Still a Buy Despite a recent slide, Treasury Inflation-Protected Securities provide a sound inflation hedge. They will, indeed, behave as they were intended to -- if you hold them until maturity. |
Financial Planning
September 1, 2009
Suzanne McGee |
The Athletic Portfolio In this environment, a good portfolio is one that rides out storms and takes advantage of opportunities -- one that demonstrates strength, flexibility and endurance. What should financial advisors do to deliver peak performance for clients? |
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. |
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. |
Investment Advisor
November 2006
Kathleen M. McBride |
Equity Income Ingenuity The Goldman Sachs U.S. Equity Dividend and Premium Fund looks to provide a sustainable cash flow for extended lifespans. |
Financial Advisor
July 2006
Milton Ezrati |
Fixed-Income Conundrum After years in which investors were able to get adequate and attractive real returns with effectively no credit risk, the fixed-income market now offers little yield or potential return. |
The Motley Fool
May 23, 2011
Amanda B. Kish |
7 Inflation-Fighting ETFs Here are seven funds investors can use to shield their portfolio from inflation. |
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 Planning
September 1, 2007
Donald Jay Korn |
Different Strokes This summer's volatile markets proved that allocating funds among uncorrelated assets really does work. |
Financial Advisor
June 2010
Michelle Knight |
Rising Rates Not Fatal Bond investments shouldn't automatically be sold off when interest rates rise. Here's why. |
Investment Advisor
August 2008
Melanie Waddell |
Time for an Alternative The volatile market is sparking more use of alternative assets |
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. |
