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Financial Planning
August 1, 2007
Steve Savage |
Reality Check Do your clients buy high and sell low? Most successful investors are able to ignore the emotional pull that occurs as the markets cycle between fear and greed.   |
Financial Planning
December 1, 2008
Stephen Savage |
What Just Happened The magnitude of this market decline exceeds the frame of reference of nearly every advisor in business today, and most of their clients. What approach can advisors take with shell-shocked clients? |
Financial Planning
February 1, 2005 |
Mutual Fund Monitor Assessing Assets: Domestic equities... Growth stocks... Small caps... Investment-grade bonds... etc. |
Registered Rep.
December 1, 2005
John Churchill |
The Big Calm Having trouble convincing clients that the equity market isn't such a wild place? Give them a quick history lesson: Turns out that the past two years have been some of the least volatile since 1996. |
Financial Planning
December 1, 2005 |
Are Equities Undervalued? Given the risks that exist, analysts aren't planning to overweight equities at this time. But a decline in prices could make a compelling opportunity for a tactical overweight in stocks. |
Investment Advisor
April 2008
Ken Tower |
Protection Money Taking a tactical approach in a declining market -- but with a long-term investing horizon -- can help clients, and you. |
Financial Planning
April 1, 2005 |
Mutual Fund Monitor A mutual fund investment strategy based on analysis and not on reactions to market swings helps investors maintain confidence in good times and bad and is critical to long-term investment success. |
Financial Planning
February 1, 2007
Dan Wheeler |
The Science of Success Long-term evidence proves that discipline and diversification are more effective than trying to beat the market. But keeping financial advisory clients disciplined can be extraordinarily difficult. |
Financial Planning
May 1, 2005
O'Toole & Steiny |
Behavioral Finance 101 Understanding the psychological side of money can help you and your financial advisory clients make the right investing decisions. |
Financial Planning
October 1, 2006
Stephen Savage |
When To Sell a Mutual Fund Applying common-sense guidelines is easy; making a real-world decision is often fraught with difficulties. |
Financial Advisor
October 2010
Michael J. Reed |
Risk Management For Individuals How to match investors' risk appetite with their assets. |
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. |
The Motley Fool
August 23, 2007
Nick Kapur |
Get Back on Top With These Stocks Don't let the market get you down any longer. Stocks worth a look: Secure Computing... Research In Motion... Men's Wearhouse... etc. |
The Motley Fool
April 7, 2005
Robert Brokamp |
Get Rich by Beating the Odds There is no concept more fundamental to personal finance than risk vs. reward. No one becomes wealthy without taking risks. But the wrong risks can destroy your wealth. |
Financial Planning
July 1, 2009
Steve Savage |
Picking the Winners Despite the dismal economic forecast, many fund managers are finding outstanding opportunities at the individual stock level, even after factoring in the negative corporate environment. |
Financial Planning
October 1, 2005 |
Mutual Fund Monitor A logical question for investors to ask themselves is: Given the massive and sustained underperformance of growth stocks, is this asset class sufficiently compelling to justify a tactical overweighting? |
Financial Planning
September 1, 2008
Stephen Savage |
Anatomy of a Recovery Let's look at performance history to analyze how past market downturns have played out and, more specifically, the ultimate impacts of different levels of decline. |
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
March 1, 2006
Solow & Kitces |
Test Your Tactical IQ One of the most basic decisions a planner must make is whether to follow a passive or active approach to managing client portfolios. Take this quiz to see if you're ready to become a more active asset allocator. |
Financial Planning
July 1, 2006
Stephen Savage |
Learning from the Past Why choosing mutual funds based on past performance has a bad track record. |
Financial Planning
April 1, 2006
Stephen Savage |
Satellite of Beta When constructing a core-satellite portfolio, where do your indexes really belong? Here's an approach that is closer to the inverse of the traditional core-and-satellite approach. |
The Motley Fool
January 22, 2009
Dan Caplinger |
Will Seizing This Opportunity Sink You? Everybody wants to pick a sure winner. But in the stock market, there's no such thing. Even if you think the market's poised to skyrocket in the coming years, you still shouldn't bet your entire nest egg on it. |
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
November 1, 2007
Savage & Gregory |
It's Fundamental Macroeconomic forecasting may be exciting, but it can't replace bottom-up fundamentals as the basis for sound investing. |
The Motley Fool
June 29, 2009
Dan Caplinger |
How to Beat Risk Before It Beats You In putting together a lifetime financial plan for your investments, you want to balance the risks you take against the returns you earn. But, figuring out the right way to accomplish that task is easier said than done. |
Commercial Investment Real Estate
Jul/Aug 2007
Kenneth Riggs |
Press Pause Despite strong market fundamentals, commercial real estate investors may want to sit back and review their options. |
Registered Rep.
February 1, 2003
Stuart Chaussee |
Trading Places It's time for a growth rebound. The argument for growth rests on the reversion-to-the-mean concept. Overly simplified, the concept means that when stocks (or any asset class) outperform their historical average, that asset class enters a period of underperformance and vice versa. |
The Motley Fool
February 2, 2007
Nathan Slaughter |
Don't Do It! When it comes to your mutual funds, though, keep your eyes on the road -- not the rearview mirror. |
Registered Rep.
February 22, 2012
Diana Britton |
Yield of Dreams: No More Clownin' Around - it's a Zero Sum Game I applaud advisors for wanting to be more tactical and try something different with their clients' portfolios outside of MPT, but more often than not, you won't be able to make a difference. |
The Motley Fool
June 15, 2010
Alex Dumortier |
Is the SPDR S&P 500 a Buy? A clear-headed assessment of the data may not support buying the S&P 500 just yet, despite the correction that began in May. |
Financial Planning
February 1, 2008
Huxley & Burns |
The Match Makers Advisors can use asset dedication to match client's cash flows to their liabilities. |
Chemistry World
June 2011 |
Chemistry and risk perception Dismissing the fears of a risk-averse public is no way to build constructive working relationships, writes David Ropeik |
The Motley Fool
June 15, 2009
Jennifer Schonberger |
Long-Term Buy and Hold Still Works Jim Oberweis, president and lead portfolio manager of Oberweis Asset Management, continues to believe in the viability of buy-and-hold investing. |
The Motley Fool
December 5, 2006
Shannon Zimmerman |
The Best Way to Invest in Growth The best fund managers know that, when a stock's price has outrun even the rosiest of growth scenarios, it's time to head for the exits. They don't fall in love with a stock's "story," in other words. They focus on fundamentals and make their buy -- and sell -- decisions accordingly. |
The Motley Fool
April 5, 2008
Amanda B. Kish |
3 Reasons to Welcome a Recession A recession is not all bad news, despite what the media would have you believe. |
On Wall Street
October 1, 2008
Tim Knepp |
Question Assumptions It's time to ask ourselves whether the blunt tools of broad asset class definitions and traditional asset allocations provide an adequate defense against the complex risk and interaction of today's markets. |
Investment Advisor
April 2010
Robert F. Keane |
Climate Change and Asset Allocation Mercer and a group of institutional investors launched a strategic asset allocation study to explore the potential impact of climate change scenarios on asset allocation. |
Financial Planning
June 1, 2005
Litman & Gregory |
Mutual Fund Monitor When forming opinions about the markets and the investment climate, both investors and advisers should remember that information from the popular financial media is often incomplete and may not be objective. |
On Wall Street
July 1, 2011
Jerry Webman |
Domestic Stocks In A Global Portfolio Over the next cycle U.S. investors will be well advised to look globally to build a portfolio of investment opportunities. In today's market, many of the best opportunities may be closer to home than we think. |
The Motley Fool
December 28, 2005
Tom Taulli |
Twists and Turns in the Yield Curve An inverted yield curve is usually an ominous sign of impending recession -- but maybe not this time. |
The Motley Fool
November 1, 2010
Dan Caplinger |
Have These Stocks Risen Too Far? When high-flying stocks start to show signs of weakness on the earnings front, smart investors take notice before the real problems start. |
Investment Advisor
January 2008
Susan L. Hirshman |
Referrals Revisited:Part II Matching financial advisory clients' perceptions of your value with the reality. |
Financial Planning
October 1, 2005
Joseph H. Ellis |
Choppy Markets Ahead? A look at interest rates, consumer spending and the stock market and how charting them is a significant aid in understanding major stock-market trends for investors and financial advisers alike. |
