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Financial Planning October 1, 2009 Craig L. Israelsen	An Age-Old Question Age plays an important role in determining asset allocation. The general consensus is, the older you get, the less risk you should take.
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.
The Motley Fool August 11, 2009 Dan Caplinger	The Best Reason to Sell the Rally Now After just a few months, could it already be time to rebalance your portfolio again?
The Motley Fool February 9, 2010 Dan Caplinger	Don't Let Your Investments Blindside You Do it yourself and know what you're getting. There are some things you're better off doing yourself and managing your retirement savings is one of them
The Motley Fool November 25, 2008 Dan Caplinger	Did Asset Allocation Work? Some funds claimed to protect you from the downturn. Did they deliver?
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.
BusinessWeek August 15, 2005	Don't Forget Home Equity To business professor Dean Gatzlaff, your home should be part of any asset allocation plan.
Financial Planning December 1, 2008 Gobind Daryanani	Balancing Acts How do you rebalance assets in these turbulent times? A new approach, called opportunistic rebalancing, squeezes more alpha out of rebalancing.
Financial Planning July 1, 2006 Israelsen & Walker	Right on Target? Life-cycle funds are relatively new. Here are the pros and cons of investing in target-date funds.
Financial Planning February 1, 2013 Craig L. Israelsen	Investment Portfolio Survival Test If you have clients who have already retired, make sure their portfolios can absorb the most violent shocks.
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.
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.
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.
Financial Planning September 1, 2009 Craig L. Israelsen	Upper-Left Quadrant Prudent investing requires the construction of multi-asset portfolios.
The Motley Fool July 25, 2007 Amanda B. Kish	The Perfect Mutual Fund Allocation How you allocate among your funds is as important as which funds you choose.
Investment Advisor December 2008 James J. Green	The Failure of Asset Allocation Asset allocation can explain past market performance, but not predict which allocation will work in the future.
Financial Planning October 1, 2006 Joshua M. Kaplan	Out of Balance The mutual fund universe is quite expansive, with multitudes of funds that have reasonable initial investment minimums. By opting for a balanced fund, clients need to understand that they are relinquishing control of their allocation.
The Motley Fool August 24, 2006 Dan Caplinger	Relieve Your Tax Burden: Part 1 One of the first things that any beginning investor learns about is the strategy of asset allocation. Here's a guide to the quirks of more aggressive investment accounts.
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.
Investment Advisor April 1, 2011 Bob Clark	Boring No More With baby boomers moving into their distribution years, bonds -- and the folks who manage them -- are becoming a lot more interesting
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.
The Motley Fool April 17, 2009 Dan Caplinger	This Is the Only Way You'll Earn 10% Returns Great returns aren't automatic anymore. But you can still get them.
Financial Planning February 1, 2007 Craig L. Israelsen	The Math of Recovery Resilience after a loss may be the most important asset a retirement portfolio can offer.
Financial Planning November 1, 2005 Marion Asnes	Advisers Speak Out Our new nationwide poll shows that for all financial advisors know about asset allocation, they're still having trouble making it work.
Real Estate Portfolio Nov/Dec 2008 Allen Kenney	On the Road to Retirement Target date funds are taking a closer look at where retirees will end up, and changes are coming that could pay dividends for REITs.
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.
The Motley Fool November 17, 2006 Dan Caplinger	How Much Risk Is Enough? Here's an asset allocation strategy that pays attention to what you really need.
Investment Advisor August 2006 Kathleen M. Mcbride	News: Ibbotson on Asset Allocation Here Roger Ibbotson, chairman and CEO of hedge fund Zebra Capital Management, discusses how advisors can guide their clients to retirement portfolio allocations that fund longer retirements, as well as keep them comfortable when markets gyrate.
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 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, 2007 Israelsen & Nagengast	Missing The Target? The asset allocation timeline for target-date funds may be too aggressive for many investors.
Financial Advisor October 2006 Joshua M. Kaplan	When Did REITs Become An Asset Class? REITs as an asset class eventually will fade away, most likely when the returns become less attractive and the real estate market slows further. It's a fad, plain and simple.
Financial Planning December 1, 2009 Craig L. Israelsen	Disappearing Act In light of the recent market implosion, clients are anxious to make up for lost time (and returns). When their needs in retirement are unrealistic, their portfolios cannot support them. However, the composition of their portfolios can mitigate the blow.
On Wall Street September 1, 2013 Tom Roseen	The Rise of Asset Allocation Funds The modern version of balanced funds, these portfolios continue to make inroads with investors.
On Wall Street December 1, 2008 William Harding	Endowments Offer Investment Lessons for Retirees The number of Americans who turn 65 each week could fill a sports stadium -- and they all need income. Portfolios for people saving for retirement should be structured differently from those already there.
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.
The Motley Fool June 4, 2009 Dan Caplinger	These Stocks Belong in Your Portfolio Enhance your returns by seeking out specialized investments.
Financial Planning May 1, 2005 Litman & Gregory	Mutual Fund Monitor Here is a brief run-through of our defensive fat-pitch asset classes: Commodity futures... Foreign bonds... 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 July 9, 2010	The 5-Minute Guide to Allocating Your Assets How to choose between stocks and bonds, small caps and large caps ... our Rule Your Retirement team created these three model portfolios, which you can use as a starting point for cooking your own investment soup.
Financial Advisor August 2009 Craig L. Israelsen	A Better Balanced 'Core' Balanced funds are based on outdated models and need to be better diversified.
The Motley Fool October 22, 2010 Amanda B. Kish	Are Bonds in a Bubble? Millions of Americans depend on the income from their bonds and bond funds to fund their golden years, so there could be lasting implications for scores of already battered investors if that bubble comes to pass.
BusinessWeek October 8, 2007 Brian Hindo	The Portfolio Balancing Act In turbulent times like these, the "rules" for asset allocation often go out the window.
Financial Planning January 1, 2006 Marshall Eckblad	REITs' Diversification Benefits Portfolios that included Real Estate Investment Trust (REIT) holdings have outperformed those without such holdings in recent years.
The Motley Fool July 31, 2007 Amanda B. Kish	Funds for Impatient Investors Asset allocation funds typically invest in a mix of stocks and bonds to hopefully lower risk and gain higher returns over time. Research shows that investors tend to hold these mutual funds longer.
Financial Planning April 1, 2007 Craig L. Israelsen	Send in the Clones? Target-date funds are proliferating, and they're astonishingly similar. Sadly, they're not astonishingly excellent.
Financial Planning March 1, 2010 Craig L. Israelsen	A Yale Tale The venerable Yale Endowment Fund serves as a performance benchmark for pension managers, endowment fund managers and money managers.
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 May 1, 2010 Craig L. Israelsen	Built to Last Every retiree wants to build a resilient retirement portfolio. One of the most important parts of such a portfolio is durability.A durable portfolio is one which outlasts the retiree.
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?