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Financial Advisor August 2009 Craig L. Israelsen	A Better Balanced 'Core' Balanced funds are based on outdated models and need to be better diversified.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 February 1, 2008 Craig L. Israelsen	Winners by Default Target-date and balanced funds have become the main default options in corporate retirement plans. But which one is better?
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 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 Planning November 1, 2012 Craig L. Israelsen	Thinking Globally: Diversified Portfolio Needs Foreign Stocks. Are They Worth it? A diversified portfolio may need foreign stocks, but are non-U.S. bonds worth the trouble?
Financial Planning March 1, 2013 Craig L. Israelsen	Bond Analysis: Time to Steer Clear? Learn what the past six decades can tell advisors about future performance.
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 February 23, 2007 Dan Caplinger	Don't Leave Your Investments on Autopilot An occasional look can reveal profitable adjustments to your portfolio.
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 October 2, 2007 Craig L. Israelsen	Smoothing the Path When comparing active and passive management, financial planners should look at the performance of the whole portfolio. What you find may surprise you.
Financial Planning October 1, 2010 Craig L. Israelsen	Lost-and Found A well-diversified portfolio would have protected investors during the "Lost Decade" between 2000 and 2009.
Financial Planning September 1, 2009 Craig L. Israelsen	Upper-Left Quadrant Prudent investing requires the construction of multi-asset portfolios.
Financial Planning April 1, 2008 Craig L. Israelsen	Seeking Stability Building a tough, strong, resilient and stable retirement portfolio is, very simply, what every retiree wants to do. What is the optimum allocation model to sustain this stability for clients?
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 January 5, 2008 Craig L. Israelsen	Stay Low Maintaining a low correlation among a portfolio's assets in the distribution phase can help avoid potentially devastating losses.
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.
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.
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.
Financial Planning March 1, 2011 Craig L. Israelsen	Nest Egg Survival After spending your working years accumulating money, you face a rude awakening in retirement when that growth is replaced by withdrawal. This drawdown phase might be described as the relentless cracking of the retirement nest egg.
Financial Planning March 1, 2007 Craig L. Israelsen	Tales of the Tape When you look at annual returns, stocks, equity mutual funds and indexes tell surprisingly different stories.
Financial Planning November 1, 2008 Craig L. Israelsen	2010, A Fund Odyssey The first target-date funds were introduced in 1994. Back then, a target date of 2010 -- the first major target date -- seemed extremely far away. But here we are, just 14 months from 2010.
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.
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.
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.
The Motley Fool March 24, 2005 Josie Raney	Do Targeted Funds Hit Your Mark? Look before you take the lifecycle leap. If you're a beginning investor, these funds can offer inexpensive, no-fuss, diversification -- provided you choose the one that best suits your investing timeline and tolerance for risk.
Financial Planning March 1, 2005 Israelsen & Clement	Of Stocks and Funds Financial advisers need to explain to their clients that diversification can be a double-edged sword; protection against loss can sometimes insulate against return. Here's a performance comparison of individual stocks vs. equity funds in 2004.
The Motley Fool February 16, 2011 Amanda B. Kish	A Helping Hand With Your Investments Options for folks who want a little bit of help in crafting their asset allocation.
Financial Planning August 1, 2009 Craig L. Israelsen	Bad Match The poor performance of target-date funds, particularly 2010 funds, as qualified default investment alternatives has not gone unnoticed in Washington.
The Motley Fool September 19, 2006 Zoe Van Schyndel	Retirement Planning the Easy Way? As you plan for retirement, a target fund might be worth considering. Make sure that the fund you select matches your risk tolerance and your personal retirement goals.
The Motley Fool December 19, 2008 Dan Caplinger	Don't Repeat This 2008 Mistake Target funds got billed as the perfect way to save for retirement or other long-term goals. Yet judging from their performance this year, investors who relied on target funds to get their allocations right got a nasty surprise.
Registered Rep. August 1, 2004 Stan Luxenberg	Nest Eggs in Multiple Baskets Increasingly, employers have begun offering life cycle funds, which include broad mixes of stocks and bonds. By picking one life cycle choice, an investor can hold a nicely diversified 401(k) portfolio.
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?
Investment Advisor March 2006 Kathleen M. McBride	Allocation Without Borders Vice chairman and CIO of Alliance Bernstein Investment Research & Management Ranji Nagaswami argues that being free to select equities worldwide yields better performance with lower risk.
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 Advisor June 2004 Kevin M. Wilson	Why Value Beats Growth Portfolios using asset allocation combined with value investing produce better financial results. How should you advise clients to invest?
Financial Advisor August 2010 James Picerno	Searching For Progress Financial innovation is under fire. Failing to beat the market is only one reason.
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.
Financial Planning December 1, 2012 Craig L. Israelsen	Cash Is Not Trash: How to Maximize this Asset Class Tempted to leave this asset class out of a portfolio? Don t be swayed.
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.
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 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 January 1, 2009 Israelsen & Considine	Seeing Risk Ahead Having the ability to estimate risk potential when pursuing an investment opportunity is an extremely valuable decision-making tool.
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.
Investment Advisor February 2007	Through Thick and Thin Balanced funds provide investors with diversification within the confines of a single investment vehicle by holding a portfolio of highly uncorrelated asset classes.
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.
BusinessWeek January 31, 2005	A Fixed-Income Fund with a Twist Bill Eigen of Fidelity Strategic Income says a broadly diversified focus and careful risk management help his fund outperform
Financial Advisor May 2005 Jeff Schlegel	"Assets-In-A-Box" Investing Considering the appeal of prepackaged asset allocation, it's little wonder that lifecycle funds are one of the hottest areas in the mutual fund industry.
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.
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 Advisor October 2007 Marla Brill	New Name, Same Game Still in his early thirties, David Giroux has taken the reins of one of T. Rowe Price's most high-profile and successful funds.