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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. |
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%. |
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A Better Balanced 'Core' Balanced funds are based on outdated models and need to be better diversified.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 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. |
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. |
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. |
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. |
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 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. |
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 September 1, 2009 Craig L. Israelsen |
Upper-Left Quadrant Prudent investing requires the construction of multi-asset portfolios. |
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. |
Financial Planning February 1, 2006 Bob Hirschfeld |
Ninth-Inning Save Although indexes were lackluster, large caps rallied toward the end of the year. |
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. |
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 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. |
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 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. |
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. |
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. |
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. |
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. |
Investment Advisor August 2008 Melanie Waddell |
Time for an Alternative The volatile market is sparking more use of alternative assets |
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 August 2, 2010 Michael Johnston |
3 Low-Volatility ETF Options Smooth out your volatility and lower your blood pressure with these three ETFs. |
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. |
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. |
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. |
The Motley Fool May 19, 2010 Alex Dumortier |
Are You Scared of Emerging-Market ETFs? It's time to reduce allocations to emerging markets. |
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. |
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. |
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. |
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. |
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. |
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. |
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 Planning April 1, 2012 Craig L. Israelsen |
Beyond Borders The benefits of investing in international stock are clear. |
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. |
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. |
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? |
Financial Advisor August 2010 James Picerno |
Searching For Progress Financial innovation is under fire. Failing to beat the market is only one reason. |
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. |
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 August 1, 2008 William Harding |
A Different Mix As investors suffer through this year's unstable market, the wounded are talking about alternative investments. |
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. |
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 |
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. |
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? |
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. |
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? |