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Entrepreneur
December 2005
Scott Bernard Nelson |
A Rising Tide Though costs will likely go up in the wake of the recent hurricanes, flood insurance is still a life preserver worth considering.   |
Financial Advisor
May 2005
Jeff Schlegel |
"Assets-In-A-Box" Investing Considering the appeal of prepackaged asset allocation, it's little wonder that lifecycle funds are one of the hottest areas in the mutual fund industry. |
The Motley Fool
April 21, 2006
Robert Aronen |
Black Gold Tries for Gold The first crude oil ETF has hit the American markets. However, the greater availability of investment options in the oil market will likely leave the United States Oil Fund sitting on the sidelines of most portfolios. |
Financial Advisor
July 2006 |
Advisor Emporium The Potomac Funds Changes "Direxion"... Fidelity Launches Value International Fund... Vanguard Offers New Retirement Funds... Support Platform For SMAs Introduced... etc. |
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.
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. |
Financial Advisor
March 2006
Marla Brill |
Courting A New Crowd Rydex Investments hopes to move beyond market timers to mainstream financial advisors. |
The Motley Fool
August 31, 2009
John Rosevear |
Don't Make These 3 Rash Moves Feeling pressure to pump up your retirement portfolio? Avoid these errors. |
This Old House
November 2007
Deena Bustillo |
Are You Sure You're Insured? Many people are shocked by the mishaps their insurance policies don't cover. |
The Motley Fool
February 16, 2011
Amanda B. Kish |
A Helping Hand With Your Investments Options for folks who want a little bit of help in crafting their asset allocation. |
Registered Rep.
October 1, 2005
Stan Luxenberg |
Taking the Sting Out of Taxes For high-net-worth investors, tax-sheltered accounts offer special opportunities. Because they need not worry about exhausting savings, wealthy clients can use shelters creatively to derive maximum tax and investing benefits. |
The Motley Fool
May 19, 2009
Dan Caplinger |
Only You Can Make This Crucial Choice As tempting as it may be, don't just pass off responsibility for your investments to someone else. Sometimes you'll get just the results you want, but more often, what you buy won't live up to your expectations. |
The Motley Fool
February 3, 2011
Dan Caplinger |
How Investors Beat the Great Recession A simple strategy brought many back to even. Many investors use asset allocation strategies to spread their risk across various types of investments. |
Financial Advisor
July 2011 |
Advisor Emporium Fidelity Launches Advisors' Marketing Program... Vanguard Reduces Investment Minimums... Wells Fargo Provides Consultation Services... etc. |
Financial Advisor
October 2006
Eric L. Reiner |
P&C Insurance For The Rich And Famous These clients' unique needs warrant attention from advisors. Homeowners... Flood Insurance Gets Personal... Personal Director's Liability Insurance... etc. |
Registered Rep.
November 1, 2004
Stan Luxenberg |
The Retiring Kind Keeping the loyalty of retirees is urgent business for fund companies. Retaining retirees is particularly crucial for Fidelity. |
This Old House
Caitlin O'Neil |
Homeowners Insurance 101 Take this crash course to find out if you have the coverage you need before you need it. |
Financial Advisor
November 2007
William Glasgall |
Income For Life? Well, We Hope So. A look at new products that are supposed to create "personal pensions" for your clients: Dividends Galore With ETFs... Mutual Funds Aim For Payouts... Advisors Warm To Immediate Annuities... etc. |
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. |
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
August 1, 2007
Jeanne Lee |
High Net Worth: Shelter From the Storm Although affluent clients may not realize it, their complex insurance needs go far beyond a rider to cover great-grand-mother's silver. Here's how to help your clients the full-service homeowners policies they don't know they need. |
Financial Advisor
October 2007
William Glasgall |
The New Retirement Wave Planners will need to seek innovative ways to help keep the baby boomers from exhausting their nest eggs. |
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. |
Financial Planning
June 1, 2007
Len Reinhart |
Rethinking Leverage Does leverage belong in a retirement portfolio? The answer may surprise you. |
Financial Advisor
January 2008
Marla Brill |
Great Expectations The latest version of retirement income funds from Fidelity and Vanguard mark the mutual fund industry's most ambitious effort yet to remove much of the decision-making associated with retirement investment and distribution planning. |
Financial Planning
July 1, 2008
Elizabeth O'Brien |
Foundation for Retirement Foundations and endowments can teach advisors strategies for constructing and maintaining retirement income portfolios. Here's a look at how. |
The Motley Fool
June 13, 2008
Julie Clarenbach |
A Retirement Portfolio You Can Set and Forget Don't let lifecycle funds target your retirement without taking a very close look at them. |
The Motley Fool
May 4, 2011
Dan Caplinger |
Make Money the Easy Way Target retirement funds are back. Now the big question is whether they've fixed their inherent problems -- and whether they'll be safe the next time the market swoons. |
Financial Advisor
December 2005 |
Advisor Emporium Impact Technologies Launches Retirement Planning System... Vanguard Standardizes Fund Minimum Requirements... Life Settlement Tool Introduced... Goldman Sachs Launches Fund... Three New Funds In Jefferson National's Monument Advisor... etc. |
Financial Advisor
February 2007 |
Advisor Emporium Commonwealth Releases New Programs... Raymond James Introduces Charitable Fund... Rydex Doubles Funds' Pricing Capabilities... MSC Starts 2007 Education Program... etc. |
The Motley Fool
February 21, 2007
Selena Maranjian |
A Mutual Fund Just for You There's a relatively new development in the financial world that can make your retirement savings a lot simpler: Meet your new friend, the target-date mutual fund. |
Financial Planning
February 1, 2008
Elizabeth O'Brien |
Retirement Income: The New Solutions The boomer retirement wave is here, and so are new products designed to turn their hoarded assets into cash flow. |
The Motley Fool
February 6, 2009
Dan Caplinger |
The Investing Secret You Need to Know A winning mutual fund strategy boils down to asset allocation. |
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. |
Financial Planning
January 1, 2007
Marshall Eckblad |
New Products Alternatives: Dow Jones Indexes and Wilshire Associates have launched the Dow Jones Wilshire Global Index Family... Insurance: New York Life Insurance has released NYLIAC Instant Legacy... etc. |
Financial Advisor
January 2007
Marla Brill |
Simple Solutions? Life cycle funds are expanding beyond the 401(k) market to financial advisors. Advisors considering using target date funds, whether on a limited or for a broad swath of clients, need to consider a number of features. |
The Motley Fool
March 1, 2011
Dan Caplinger |
A Smarter Strategy for Retired Investors Seniors need protection more than big returns. |
Financial Advisor
July 2008
Alan Lavine |
On Target, Or Not Think you can plunk down money on any target date fund as a low-risk way to accumulate retirement savings? Think again. |
The Motley Fool
June 4, 2009
Dan Caplinger |
These Stocks Belong in Your Portfolio Enhance your returns by seeking out specialized investments. |
Financial Advisor
September 2007
David J. Drucker |
Your Client's Hidden Risk Not only are "sophisticated" consumers unfamiliar with the shortcomings of their homeowners insurance, many financial advisors need to get a clue as well. |
The Motley Fool
October 5, 2009
Dan Caplinger |
This Is Everyone's Favorite Investment Again Target funds have regained some of their lost glory. |
Financial Advisor
May 2009
David J. Drucker |
Does Asset Allocation Need A Facelift? Has the 2008 stock market changed the rules of asset allocation and how we manage asset volatility? |
Financial Planning
October 2, 2007 |
New Products Alternatives: PowerShares Capital Management has launched two municipal bod ETFs... Insurance: Mass Mutual Life Insurance Co. has introduced Whole Life Legacy 100... etc. |
BusinessWeek
September 27, 2004
Lauren Young |
Where to Shop at Vanguard Its actively managed funds have a big cost advantage. And while some of its best are out of reach for prospective investors, there are some worthy portfolios open for a $3,000 minimum. |
The Motley Fool
May 3, 2007
Dan Caplinger |
Your Home Can Help You Retire Most people focus on their investment portfolios in deciding whether they can retire. Yet by doing so, they often ignore their most valuable possession: their home. |
The Motley Fool
June 26, 2009
Dan Caplinger |
Will the Government Cripple Target Funds? In response to pressure, some funds are reducing stock exposure. |
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. |
Investment Advisor
April 2008 |
Upgrades The year-old Rydex Managed Futures Strategy Fund has attracted approximately $400 million in assets... Bear Stearns Asset Management launched the Bear Stearns Current Yield Fund... Sun Life Financial announced several new investment options... |
Financial Planning
September 1, 2011
Craig L. Israelsen |
Target Funds: To or Through? How do you decide when it's the right time to say goodbye to a client's target-date funds - when they reach the specified year or all the way through the retirement years? |
The Motley Fool
December 3, 2008
Dan Caplinger |
The Year-End Mistake You Don't Want to Make If you prefer to use mutual funds rather than individual stocks to invest, there's one expensive tax mistake that you'll want to be sure to avoid. |
