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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. mark for My Articles similar articles
Financial Planning
November 1, 2005
Randy Lert
Stick to Your Guns! Investment managers have stayed bullish on investment underdogs despite a market that has been going the other way. Their favorite category by far is large-cap growth stocks, yet according to several surveys, those stocks only rose 1.7%. mark for My Articles similar articles
Financial Advisor
August 2009
Craig L. Israelsen
A Better Balanced 'Core' Balanced funds are based on outdated models and need to be better diversified. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
December 9, 2010
Dan Caplinger
Why Mega-Cap Stocks Are Not Enough Before you jump into the biggest, most popular index funds that are based on the S&P 500 index, think twice. mark for My Articles similar articles
Financial Planning
January 1, 2012
Craig L. Israelsen
Swapping Out If designed well, a diversified, multi-asset portfolio can provide growth during pre-retirement accumulation years and stable income flows during post-retirement distribution years. mark for My Articles similar articles
Financial Planning
March 1, 2012
Craig L. Israelsen
Small Thoughts The benefit of investing in small U.S. stocks is clear. Over the 42-year period from Jan. 1, 1970, to Dec. 31, 2011, a $10,000 investment in large U.S. stocks would have grown to $507,362. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Planning
September 1, 2009
Craig L. Israelsen
Upper-Left Quadrant Prudent investing requires the construction of multi-asset portfolios. mark for My Articles similar articles
Financial Advisor
March 2004
Marla Brill
Was Last Yearis Rally A Headfake? Jeremy Grantham says yes, and thinks the bear market will return in 2005. mark for My Articles similar articles
Financial Planning
February 1, 2006
Bob Hirschfeld
Ninth-Inning Save Although indexes were lackluster, large caps rallied toward the end of the year. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Planning
May 1, 2012
Craig L. Israelsen
Emerging Stars Compared with U.S. stock funds and broad international stock funds, funds that specialize in emerging foreign markets are a bit like Usain Bolt sprinting against mere mortals. They leave the competition far behind. But this class of investment also carries a lot of volatility. mark for My Articles similar articles
Entrepreneur
January 2005
Dian Vujovich
Basket Case The saying "Don't put all your eggs in one basket" may have had its place on Wall Street during the past century, but with today's range of investment choices, that old axiom needs some rethinking. mark for My Articles similar articles
The Motley Fool
May 7, 2007
Amanda B. Kish
Vanguard's Best Index Funds Which index funds should you have in your portfolio? Vanguard 500 Index Fund... Vanguard Small-Cap Index... Vanguard Total International Stock Index... etc. mark for My Articles similar articles
The Motley Fool
January 20, 2006
Doug Short
Competing With the S&P 500 If you want to increase your chance of beating the S&P 500 year after year, one good way is to broaden your investment choices to include a generous mix of smaller caps and international equities. Mutual funds and ETFs offer an easy means to get that degree of breadth. mark for My Articles similar articles
The Motley Fool
February 3, 2011
Amanda B. Kish
How Does a 1,000,000% Return Sound? Buy and hold is the key to big returns. So exactly what investment has managed to post a 1 million percent return? Look no further than the Pioneer Fund. mark for My Articles similar articles
Investment Advisor
August 2008
Melanie Waddell
Time for an Alternative The volatile market is sparking more use of alternative assets mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Planning
May 1, 2005
Pamela Black
Starting Off with a Whimper Domestic mutual funds limped through the first quarter, while anxious investors looked abroad. Only natural resources bucked the trend. mark for My Articles similar articles
Financial Planning
July 1, 2010
Craig L. Israelsen
Alpha and Beta Can a portfolio consisting entirely of beta-producing elements produce alpha? The answer is clearly yes. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
May 19, 2010
Alex Dumortier
Are You Scared of Emerging-Market ETFs? It's time to reduce allocations to emerging markets. mark for My Articles similar articles
Financial Advisor
March 2010
Mary Rowland
Winners And Losers In A Lost Decade REITs and emerging market investments were among the few investments that came out ahead in the past decade. mark for My Articles similar articles
The Motley Fool
February 8, 2011
Amanda B. Kish
Are Emerging Markets in Danger? Time will tell whether the current blip in emerging markets' fortunes is temporary or the start of a more pervasive downward trend. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
January 31, 2011
Amanda B. Kish
Top-Priority Investments Finding the right mix of investments for retirement can be a special challenge. mark for My Articles similar articles
The Motley Fool
June 23, 2009
Robert Brokamp
It's Already Worse Than the Depression Until you've fixed your crystal ball or perfected time travel, a smartly created, well-diversified portfolio should be the foundation of your retirement savings. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Planning
April 1, 2012
Craig L. Israelsen
Beyond Borders The benefits of investing in international stock are clear. mark for My Articles similar articles
The Motley Fool
October 11, 2011
Andrew Tonner
Opportunity Lying in Plain Sight Taking a page from one of the best investors out there helps us find stocks worth examining. Take a look at this list. mark for My Articles similar articles
Financial Planning
November 1, 2006
Elizabeth O'Brien
Fund Manager Profile Taking the Global View: Jeff Knight leads a standout fund at beleaguered mutual fund group Putnam. mark for My Articles similar articles
Financial Planning
May 1, 2006
Elizabeth O'Brien
Growth Gains Ground Growth funds beat value funds for the second straight quarter. Has the tide turned for good? mark for My Articles similar articles
Financial Advisor
August 2010
James Picerno
Searching For Progress Financial innovation is under fire. Failing to beat the market is only one reason. mark for My Articles similar articles
The Motley Fool
December 13, 2011
Alex Dumortier
Best ETF for 2012: Vanguard MSCI Emerging Markets Why this diversified index fund is a wise choice. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
August 14, 2007
Robert Brokamp
A Brief History of a Stupid Investor If you want to increase your wealth, if you want to protect your wealth, and if you want to parlay that wealth into a long retirement, an intelligently created and maintained asset allocation is the way to go. mark for My Articles similar articles
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 mark for My Articles similar articles
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. mark for My Articles similar articles
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? mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
October 14, 2009
Robert Brokamp
It's Already Worse Than the Depression Your grandparents' retirement portfolio may have looked better than yours. What can you do about it? mark for My Articles similar articles