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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 Planning May 1, 2013 Craig L. Israelsen	Alternative Investments With the Best Payoff Some nontraditional investments can provide valuable diversification in a portfolio. But choose wisely.
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.
Financial Planning August 1, 2008 William Harding	A Different Mix As investors suffer through this year's unstable market, the wounded are talking about alternative investments.
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 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 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 November 1, 2005 Donald Jay Korn	Leaning Toward Lockstep Correlations between U.S. and foreign markets are increasing, but adherents insist that foreign investing can still reduce risk.
Registered Rep. December 22, 2009 Stan Luxenberg	Forget Stock Market Gains, It's Best to Avoid Losses Many financial advisors and portfolio managers who held to traditional buy-and-hold stock-bond portfolios are now emphasizing new kinds of diversification.
Financial Planning January 1, 2010 Donald Jay Korn	Outlook 2010: Positivity "We think the economic outlook will be better than the consensus forecast," says Paul Zemsky, New York-based head of asset allocation and multi-manager investments for ING Investment Management.
Investment Advisor January 2006 Callahan & Howard	Boxes Are Not Classes Advisors who use style boxes as proxies for asset classes are performing a disservice to clients. Here's why characteristic boxes are not asset classes and allocating among various characteristic boxes is useless at best.
Financial Advisor October 2011 Michelle Knight	Not Your Grandma's Bond Portfolio A dynamic approach to managing fixed-income assets may boost returns and manage interest-rate and inflation risks.
Financial Planning July 1, 2007 Craig L. Israelsen	Quasi-Commodities? Here's how energy, precious metals and real estate compare with the entire commodities index as a component of an investment portfolio.
Financial Planning June 1, 2008 Craig L. Israelsen	Spice It Up Can adding commodities to a diversified investment portfolio boost performance without adding extra risk? Read on.
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 December 2005 Alan Lavine	Playing Two Sides PIMCO's three-year-old StocksPlus Total Return Fund buys S&P 500 futures, then tries to beat the index with bonds.
Financial Planning December 1, 2005 Donald Jay Korn	Hot Commodities Real assets are on a tear. Better yet, they offer great diversification and a hedge against inflation. The current trend probably has room to run, and there are other very real reasons to allocate a regular portion of clients' portfolios to commodities.
Financial Advisor August 2009 Craig L. Israelsen	A Better Balanced 'Core' Balanced funds are based on outdated models and need to be better diversified.
Financial Planning July 1, 2005 Susan Weiner	Foreign Indebtedness The falling dollar has sparked an interest in international bonds, but advisers remain cautious.
The Motley Fool September 29, 2011 Dan Caplinger	Are Commodities Still Doing Their Job? As commodities get more popular, their usefulness for diversification may decline.
The Motley Fool December 2, 2009 Amanda B. Kish	Don't Buy This Junk The high-yield "junk" bond sector of the market has been on fire this year, but you should leave these bonds in the bin.
Financial Planning August 1, 2012 Craig L. Israelsen	Commodity Confidence Find a commodity fund that adds value to an overall portfolio by virtue of its raw performance as well as by virtue of its low correlation with the other portfolio ingredients.
Financial Advisor August 2010 James Picerno	Searching For Progress Financial innovation is under fire. Failing to beat the market is only one reason.
Investment Advisor April 2010 Robert J. Lindner	Expert's Corner: Putting It in Neutral Advisors can improve a client's portfolio by using a market neutral strategy.
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.
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.
Investment Advisor June 1, 2011 Savita Iyer-Ahrestani	Stockpiling Commodities The traditional stock/bond breakdown is no longer enough; for true diversification, clients need to add commodities to their portfolios.
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 Advisor March 2010 Alan Lavine	Markowitz: MPT Holds Up Modern portfolio theory never claimed diversification would help during financial crises.
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 February 1, 2011 Craig L. Israelsen	Consistency Matters What have we learned from analyzing four decades of asset class returns? Just this: An equally weighted, multi-asset approach to building investment portfolios is the model of consistency through booms and busts.
The Motley Fool August 4, 2010 Dan Caplinger	Investments You Can't Retire Without Asset allocation isn't just about stocks, bonds, and cash. There are other avenues to wealth in the financial markets.
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 August 2008 Melanie Waddell	Time for an Alternative The volatile market is sparking more use of alternative assets
Financial Advisor July 2011 Virginia Munger Kahn	Natural Selection Are futures or natural resource stocks the best way to get commodity exposure?
Financial Planning December 1, 2009 Paul Menchaca	Think Different Here's a scary thought: What if the seeds of last year's market crisis are actually growing taller than before?
Financial Advisor July 2005 Marla Brill	A Fund For Tough Times More advisors are using the Permanent Portfolio Fund as a hedge. The fund balances its position in value-oriented commodity stocks with a 15% allocation to aggressive growth stocks in about a dozen industry groups.
The Motley Fool February 23, 2007 Dan Caplinger	Don't Leave Your Investments on Autopilot An occasional look can reveal profitable adjustments to your portfolio.
The Motley Fool February 23, 2010 Amanda B. Kish	Are Advisors Making Smart ETF Choices? It looks like many of them are jumping on the bandwagon.
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.
On Wall Street October 1, 2013 Jeff Tjornehoj	Are Alts Making the Grade? The most recent crop of alt fund contenders are performing like a classroom full of underachievers.
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 July 1, 2012 Craig L. Israelsen	Material World The natural resources mutual fund sector has a number of attractions, but one characteristic that is probably not immediately evident to many investors is that these funds do not correlate closely with broad stock indexes. This, it turns out, is a valuable feature.
Financial Planning May 1, 2007 David A. Twibell	Bonds Away Despite their checkered past, emerging market bond funds have attracted record capital inflows and rewarded investors with stellar returns.
The Motley Fool February 16, 2010 Dan Caplinger	Turn the Tables on the Lost Decade If you lost money during the last 10 years, you made a simple mistake. It's not enough to keep all your money invested in the same big companies.
Financial Planning May 1, 2005 Donald Jay Korn	Foreign Intrigue Financial planners need a passport to follow the money that's flooding into overseas mutual funds, but the wave may be about to break.
Financial Advisor January 2005 Marla Brill	Investment Moves For 2005 Advisors proceed cautiously as interest rates rise and the dollar falls.
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.
On Wall Street October 1, 2008 Kunal Kapoor	'Lost Decade' May Yet Happen if Investors Aren't Careful Investors who mistakenly viewed the past 10 years as a lost cause made an elementary mistake and they're about to do it again.
The Motley Fool November 25, 2008 Dan Caplinger	Did Asset Allocation Work? Some funds claimed to protect you from the downturn. Did they deliver?