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Financial Advisor May 2005 Cohen & Overgard	Risk Is More Than Standard Deviation Understanding risk when investing in a hedge fund is extremely critical. The hedge-fund return patterns are more important than historical returns.
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.
Financial Advisor March 2005 Cohen & Overgard	So Many Hedge Funds ... So Little Time Similar to concerns about the myriad of mutual fund choices, investors face a similar dilemma about how to choose a successful hedge fund. Thus, selecting a hedge fund can be a daunting task, but not an impossible one for the educated investor.
Financial Advisor May 2004 Gene Swanzey	Hedge Funds Can Complement Modern Portfolio Theory Active management can result in higher risk-adjusted returns.
Financial Advisor May 2010 Alan Lavine	Watch Your Investment Tail Advisors are using options to insure portfolios against "once in a lifetime" losses.
Financial Advisor September 2005 William H. Overgard	The Cornerstone Of The Business Any successful financial adviser knows that trust is what drives the relationship with the investor and ultimately the success of the fee-based advisory business.
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.
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.
Financial Advisor May 2004 C. Michael Cart	Risk Control: The Next Act For ETFs New Exchange-traded funds are being created as strategies and technology are developed.
Financial Advisor January 2007 Joel Bruckenstein	G-Sphere Gravity Investments, LLC, a firm that specializes in something they call Diversification Intelligence, has built a software application called G-sphere that attempts to extend the utility of the efficient frontier for advisors and their clients.
Registered Rep. June 15, 2009 Kristen French	Hedge Funds Bruised, But New Retail Products Abound So far this year, investors and advisors seem to have put the brakes on new hedge fund investments.
Registered Rep. September 30, 2011 Diana Britton	When Investing in Hedge Funds, Don't Aim For Home Runs Hedge funds and other alternative strategies can provide a reasonable rate of return and lower or negative correlations to stocks and bonds, but they can also carry greater risk.
Financial Planning February 1, 2011 Joseph A. Tomlinson	Send in the Clones The introduction of low-cost clone hedge funds, constructed from exchange-traded funds by using quantitative investing techniques, may let Main Street enjoy hedge fund-like results.
Financial Advisor March 2010 Alan Lavine	Markowitz: MPT Holds Up Modern portfolio theory never claimed diversification would help during financial crises.
Financial Advisor February 2004 Evan Simonoff	The Other Side Of Hedge Funds Some advisors are using hedge funds to minimize risk, not boost returns.
Investment Advisor August 2008 Melanie Waddell	Time for an Alternative The volatile market is sparking more use of alternative assets
Financial Advisor October 2006 Larry Fowler	Beyond Asset Allocation Volatility and the timing of cash flows make a bigger difference on long-term returns. Behavior has a far greater impact on successful financial planning than techniques such as asset allocation. Advisors, take note.
Investment Advisor September 2009 Mike Patton	Way Up The author describes the eight-step process he uses in managing money for his clients. It's worked out pretty well in a difficult environment.
Financial Planning July 1, 2006 Dan Wheeler	Hedge Funds, Unplugged Take the buzz out of the hedge fund phenomenon, and you may find less electricity than you think.
Financial Advisor December 2009 James Picerno	The First Step There are no easy answers for asset allocation, but at least there's a practical starting point.
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 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?
Financial Advisor February 2010 Brian Dightman	Hardly Modern Modern Portfolio Theory needs to be updated to address issues like volatility distortion. Enter Post-Modern Portfolio Theory.
Investment Advisor December 2005 Savita Iyer	Transatlantic Teachers Hedge funds are big news in the U.S., but old news in Europe. What can we learn from Europe's approach to hedge funds?
Investment Advisor March 2007 Susan L. Hirshman	Managing Fear, Maintaining Your Edge How to educate and enlighten your clients on alternative investments.
Investment Advisor April 2007 Michael S. Fischer	Behind the Curtain RIAs and their high-net-worth clients have dramatically increased the use of alternative investments in their portfolios in recent years, and are on track to continue this trend. However, not all advisors, much less their clients, are comfortable with alternatives.
Financial Advisor April 2010 Jeff Schlegel	An Alternative World A growing number of financial advisors and their clients are clamoring for alternative investments in the wake of the massive market maelstrom of '08-'09, but it's a broad space requiring lots of due diligence.
Financial Advisor August 2010 James Picerno	Searching For Progress Financial innovation is under fire. Failing to beat the market is only one reason.
On Wall Street September 1, 2009 James MacPherson	Investing for the Future If classic asset allocation did not prevent most portfolios from losing value, what might investors and advisors do to protect their portfolios, now and in the future?
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.
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.
Financial Planning January 5, 2008 Craig L. Israelsen	Stay Low Maintaining a low correlation among a portfolio's assets in the distribution phase can help avoid potentially devastating losses.
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.
Financial Advisor May 2010 Joel P. Bruckenstein	Getting Risk Right More retirement planning programs now consider "fat tails."
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.
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.
Commercial Investment Real Estate Jul/Aug 2008 John L. McKeel	Wealth Management Learn strategies for advising high net worth investors.
Registered Rep. November 1, 2002 Dave Tsujimoto	In Defense of Hedge Funds Here's why any rep with high-net-worth clients ought to become familiar with the nuances of hedge funds.
Investment Advisor September 2007	Bloomsday Here's why Mike Patton's newfound independent financial advisory practice is showing definite signs of life.
Financial Advisor December 2004 Joel P. Bruckenstein	Challenging Your Most Basic Assumptions The new book The Investment Think Tank makes you rethink some fundamental financial advisory principles. With its unique blend of the theoretical, practical and futuristic financial ideas, the book is sometimes controversial but never boring.
Investment Advisor June 2010 Bob Clark	Clark at Large: Investing Like the Big Boys Alternatives can make a big difference in client portfolios.
Financial Planning December 1, 2007 Donald Jay Korn	Hedge Funds Redux Despite a midsummer month's nightmare, hedge funds are still pointing to successful records and raking in money.
Financial Advisor August 2005 Fowler & Rattiner	Averting Disaster A new archetype in financial planning is needed for individual investors.
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.
On Wall Street October 1, 2010 Neil O'Hara	Alternatives: Vehicles That Smooth Returns A decade of tepid returns in the equity market has increased interest in investments that exhibit low correlation to traditional asset classes like stocks or bonds.
Financial Planning June 1, 2006 Bob Veres	Investment Heresies Advisers need to stay open to any new theories that test the value of Modern Portfolio Theory. Based on an informal survey, more than half of all advisers are making at least small deviations from a strict MPT/MVO strategy. So the profession is already beyond the current paradigm.
Financial Advisor October 2010 Michael J. Reed	Risk Management For Individuals How to match investors' risk appetite with their assets.
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?
Investment Advisor October 2007 Mike Patton	Simulation Wizardry The myriad of off-the-shelf financial planning programs contain many limitations. Through the use of Crystal Ball software, the frontier has been expanded significantly.
Financial Advisor August 2012 Jarrett Solomon	The Inefficiency Of Efficient Frontiers Studies show that the theory behind the efficient frontier is much sounder than its real-world application. Theoretically, the advisor is always choosing an efficient portfolio: It is just a question of where on the frontier it is appropriate for each client.