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Financial Planning September 1, 2007 Gene Fama Jr.	Equities Decoded Fama and French's famous three-factor model gives a clear view of stock prices. Here's how it works.
The Motley Fool November 2, 2006 Dan Caplinger	Compound Your Diversification By being aware of the benefits of diversification, you can ensure that you take the necessary steps to protect yourself and minimize the risks that you face as an investor.
Registered Rep. April 28, 2011 Diana Britton	Investors Focused on Managing Risk in Fixed Income With interest rates and inflation expected to rise in the months ahead, investors and advisors are focusing their attention on managing the risks in their fixed income portfolios
Investment Advisor March 2008 Robert F. Keane	Slow and Steady Wins the Race A profile of Ian Yankwitt, whose Tortoise Asset Management isn't for clients looking to make a quick buck, but for those willing to take their time and do it right, it can get them to the finish line in style.
Investment Advisor November 17, 2010 Baer & Baer	Strengthen Portfolios and Client Confidence Through Open Architecture The past two years have been a lesson in wealth preservation
On Wall Street January 1, 2011 Lee Conrad	Crossing From The Ivory Tower To The Office Tower Knowing what an investor wants and how his or her feelings color decision-making is becoming more crucial in the increasingly competitive world of attracting and retaining high-net-worth clients.
Financial Planning July 1, 2007 Gene Fama Jr.	Bonds for Wealth People often look to bonds for retirement income, but the raw pursuit of income can engage inadvertent risks that can be especially rough on retirees. In the end, financial security is about total wealth, not marginal income.
Financial Planning November 1, 2006 Dan Wheeler	Meet or Beat? If you can beat the market -- or if you find someone who can -- you are a truly exceptional financial advisor. But if you can't, isn't it better to stop wasting time, and accept the returns the capital markets provide?
Entrepreneur December 2005 Dian Vujovich	What's In a Name? There's often more to a fund than its moniker.
On Wall Street February 1, 2013 John Diehl	Finding a Middle Ground in the Fixed-Income Markets Finding a way to keep clients safe while generating more income in the markets.
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?
The Motley Fool May 10, 2005 Mike Klein	Risky Business? Wall Street fears market gyrations, but history shows volatility breeds profits.
Financial Advisor July 2006 Sydney LeBlanc	Derivative Use In SMA Portfolios Advisors searching for unique and suitable strategies for SMA clients may find that using derivatives to implement risk management in their portfolios is another way of adding real value as well as portfolio protection in uncertain market environments.
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 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.
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 Planning October 1, 2010 Geoff Considine	Yield vs. Risk New rules for income investing not only help investors to avoid these extremes, but also show the way to create income portfolios that provide the most yield available for a given level of risk.
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 May 2010 Edward K. Riley	The Lost Decade Investor portfolios were torpedoed by over-diversification and unquestioning acceptance of the efficient market hypothesis.
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.
Real Estate Portfolio Nov/Dec 2006 Mike Fickes	Through the Looking Glass Investment professionals from outside the world of REITs provide their view on real estate.
Financial Planning August 1, 2007 Marshall Eckblad	Bookshelf Bonds: the Unbeaten Path to Secure Investment Growth by Hildy and Stan Richelson takes a practical look at all the different bond classes, including where to use them and why.
Investment Advisor January 1, 2011 John Sullivan	Right on Target Scott Wolle's balanced-risk allocation strategy has Invesco ready for a bright future in retirement funds.
Financial Planning May 1, 2007 David Adler	High Net Worth: Fixing Fixed Income Financial advisors and their clients may be neglecting the fixed-income portion of their portfolios and making suboptimal choices -- even when the overall bond allocation is appropriate.
The Motley Fool October 11, 2006 Dan Caplinger	Fixed Income Isn't Risk-Free Bonds can be good for your portfolio, but they come with their own risks.
Financial Advisor March 2011 Somnath Basu	Back To Basics Advisors don't need to rely on complicated models to help clients avert losses.
Investment Advisor June 2007 Kathleen M. McBride	First Among Equals Tucker Scott leverages a worldwide team of researchers to pick stocks for the value-focused Ivy International Balanced Fund.
The Motley Fool August 12, 2009 Stephen Mauzy	Concentration Can Be Good for Your Wealth A sufficient body of research suggests a concentrated portfolio, cobbled by an experienced, enterprising investor, isn't so foolish after all.
Financial Advisor February 2008 Roy Diliberto	Measuring True Risk When financial advisors ask clients how much "risk" they are comfortable taking when investing their money, what is it that they really need to know?
On Wall Street January 1, 2009 Larry Silver	The Success Formula 2008 was a year we would all rather forget. Yet the lessons learned could direct both advisors and clients on new roads to successful investing this year.
The Motley Fool August 2, 2010 Michael Johnston	3 Low-Volatility ETF Options Smooth out your volatility and lower your blood pressure with these three ETFs.
Financial Advisor November 2012	Advisor Emporium Taylor Xplor Managed Futures Strategy Fund... J.P. Morgan Introduces Re-enrollment Analyzer Tool... MFS launches Equity Income Fund...
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?
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 February 2009 James Picerno	We're All Value Investors Now The financial mindset is moving closer to what Ben Graham discovered long ago: Fundamental value matters.
Financial Advisor March 2010 Alan Lavine	Markowitz: MPT Holds Up Modern portfolio theory never claimed diversification would help during financial crises.
Financial Advisor September 2008 Andrew Dodds	Uphill Climb The catastrophic losses suffered by Bear Stearns employees should serve as a wake-up call for all financial advisors. Investment portfolios intended for retirement must be adequately diversified.
On Wall Street July 1, 2010	Five Questions With Mark Spina Spina leads sales, business development, relationship management, training and service teams covering broker-dealers, banks and RIAs. Here he speaks about the important issues between advisors and clients.
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 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.
Registered Rep. December 6, 2013 Daniel Crosby	When Alpha Becomes Beta The Nobel committee sent a strong message with its choice of three scholars with widely divergent world views, perhaps signaling to the broader financial services world that people from all camps have a lot to offer as well as much to learn.
Knowledge@Wharton	Is Behavioral Finance a Growth Industry? The subdiscipline of behavioral finance has gained ground over the last half-decade. The idea is simple: Investors are not as rational as traditional theory has assumed, and biases in their decision-making can have a cumulative effect on asset prices...
Registered Rep. January 27, 2011 Stan Luxenberg	Don't Dump Your Muni Mutual Funds The municipal default rate remains tiny, and yields on high-quality bonds are relatively rich.
On Wall Street February 1, 2013 Matthew Lemieux	Fine-Tuning a Portfolio Gets Year off to a Good Start The beginning of a year offers an opportunity to see how investments align with life goals.
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.
Registered Rep. August 17, 2007 John Churchill	Lending Mess Just a Strain on Returns For Most Advisors Subprime loans, margin lending, hedge fund collapses -- for a majority of financial advisors the storm is still outside their clients' portfolios.
Investment Advisor March 2007 Susan L. Hirshman	Managing Fear, Maintaining Your Edge How to educate and enlighten your clients on alternative investments.
Financial Planning June 1, 2007 Steve Savage	Consider the Alternatives Think twice before pitching hedge funds and private equity to your financial advisory clients.
Financial Advisor May 2005 C. Michael Carty	Do Investors Make Rational Or Emotional Decisions? Behavioral finance looks to predict investor action.
Financial Advisor March 2006 J. Michael Martin	Passive Is Not Enough Active portfolio management provides a great opportunity to grow your financial advisory practice.