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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.
Financial Planning June 1, 2013 Craig L. Israelsen	Update for Investing's Classic 'Efficient Frontier' Modern Portfolio Theory relies in part on the efficient frontier. But investors can now do better.
Investment Advisor January 2010 James Damschroder	Delivering Diversification An approach that parses diversification from the rubric of risk gives advisors a new element of control.
Financial Planning September 1, 2011 Bob Veres	Goodbye, Old Theory There's still a lot of unexplored terrain in the financial services field.
Financial Advisor March 2010 Alan Lavine	Markowitz: MPT Holds Up Modern portfolio theory never claimed diversification would help during financial crises.
Financial Planning August 1, 2010 Donna Mitchell	The Big Bang Harry Markowitz invented the wheel for portfolio construction and management, and that's no exaggeration.
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 Planning September 1, 2009 Paul Menchaca	Income from Where? Financial advisors are realizing the mean variance efficient frontier model is flawed for retirement planning. The main shortcoming is its focus on a portfolio's risk-return tradeoff in terms of returns rather than generation of sustainable income.
Registered Rep. September 1, 2015 Brad Zigler	Doing the Math on Liquid Alts' Five-Year Track Record If you've been reading these pages for very long, you've likely learned that there are a lot of choices in the alternative investment space.
Registered Rep. January 1, 2003 Jason Van Steenwyk	Winning the "Loser's Game" Investing is an activity in which the victor often prevails because he makes fewer mistakes than his rival does. It is no different for financial advisors and your clients.
Investment Advisor March 2010 Robert J. Lindner	Subtraction Through Addition How adding risk to a client's portfolio can sometimes reduce overall risk.
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 Advisor September 2006 Cohen & Overgard	Asset Allocation And Investor Goals What investors and financial advisors should know about portfolio construction from the first decade of hedge funds.
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 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.
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.
Financial Advisor December 2009 Alan Lavine	Betting On Currency Some advisors think investors may benefit by adding currency positions; others aren't sure.
Financial Planning July 1, 2007 Bob Veres	21st-Century Portfolios To a growing number of sophisticated investors, modern portfolio theory is beginning to seem a bit outmoded. Going forward, the financial planning profession will be looking, cautiously, at how to bring the investment process into a new century.
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.
Financial Advisor April 2007 Matthew M. Brandeburg	Alpha: Charge Clients Based On The Value You Add As financial advisors, we need to quantify what our investment planning acumen is achieving for our clients.
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.
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.
Financial Advisor July 2011 Joel P. Bruckenstein	Economic Impact MacroRisk Analytics says it can help advisors create better portfolios by delivering economic data it believes impacts investment performance.
Investment Advisor January 1, 2011 Ben Warwick	Investment Advisor's January 2011 Issue: Ben Warwick Won't Compromise on Getting Returns. Period Clients must take risks to make returns. Here's the right way to do it in 2011.
Registered Rep. June 9, 2011 Nate Wendler	AQR Courts Advisors with High-Performing Alternative Funds RIA advisors looking to add low-correlated assets at low cost to client portfolios could do well to consider three no-load alternative mutual funds from AQR, or Applied Quantitative Research.
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.
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 2005 Fowler & Rattiner	Averting Disaster A new archetype in financial planning is needed for individual investors.
Financial Planning August 1, 2006 John Nersesian	The Right Stuff Here's how to use performance metrics to select and evaluate fund managers for your financial advisory clients.
Financial Advisor July 2007 Andrew Gluck	Stating A Preference In this interview with William Sharpe, the Nobel Prize winning creator of the Capital Asset Pricing Model takes another look at his work.
Real Estate Portfolio Jul/Aug 2007 Erin Corcoran	Shining Stars New research helps drive home a simple fact: when it comes to delivering performance, stability, and portfolio diversification, no part of the stock market even comes close to REITs.
Financial Advisor October 2008 Jerry Wagner	Bonus Copy: Are Investment Returns a "Crazy Quilt"? Callan Charts, or the Periodic Table of Investment Returns, provide advisors with a graphical guide to better returns with less risk than asset allocation portfolios.
Registered Rep. November 1, 2005 John Downes	Seeing Tomorrow Clients probably know how hard it is to pick outperforming stocks. What they may not fully grasp is how hard it is to choose a winning mutual fund or separate account manager. Advisors would be wise to keep up on the latest tools, since the retail set is far more sophisticated than ever.
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.
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 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.
Financial Advisor March 2011 Somnath Basu	Back To Basics Advisors don't need to rely on complicated models to help clients avert losses.
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.
The Motley Fool August 3, 2009 Dan Caplinger	Recover Your Losses Without Getting Desperate Making money isn't just about adding risk. Should you increase the risk level in your portfolio to try to grab the best returns you can get?
Financial Advisor December 2011 Somnath Basu	The VIX Fix Where in the past there was a sense of sanity, today each morning brings only apprehensions about how to understand and manage market volatility.
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.
Investment Advisor September 2009 James J. Green	Danger & Opportunity: Futures Education Michael Bulley, senior VP for research and risk management for Steben & Co. in Rockville, Maryland, a firm that has specialized in managed futures funds for 20 years, on what you should know about managed futures.
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?
Financial Planning June 1, 2009 Ilana Polyak	Buy and Hope More and more advisors are rethinking a buy and hold strategy.
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 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.
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.
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 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.
Investment Advisor October 2007 Julie Littlechild	Got a Minute? A big study finds that the best financial advisors are efficient in two different ways.