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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 September 1, 2008 Craig L. Israelsen	A Perfect Portfolio Investment portfolios should include a wide variety of diverse assets. Each one adds an important dimension to the portfolio because it behaves differently.
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 October 2006 Larry Fowler	Beyond Asset Allocation Volatility and the timing of cash flows make a bigger difference on long-term returns. Behavior has a far greater impact on successful financial planning than techniques such as asset allocation. Advisors, take note.
The Motley Fool February 15, 2007 Dan Caplinger	Market Zigzags and Your Money Unless you stick with ultra-safe investments such as Treasury bills or bank CDs, volatility and investing go hand-in-hand.
Financial Advisor March 2010 Alan Lavine	Markowitz: MPT Holds Up Modern portfolio theory never claimed diversification would help during financial crises.
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 Advisor September 2011 James Picerno	Can Volatility Be Tamed? Yes, according to a new breed of equity hedging strategies.
Financial Advisor August 2009 Craig L. Israelsen	A Better Balanced 'Core' Balanced funds are based on outdated models and need to be better diversified.
Registered Rep. August 1, 2006 Stan Luxenberg	From Complexity to Simplicity And Back Using plain-vanilla mutual funds, retail advisors can build low-correlating portfolios, like absolute-return portfolios. In fact, the sophisticated financial advisor is performing like a mini-institutional consultant of yore.
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 November 1, 2010 Geoff Considine	Cracking the Code All portfolio strategies depend on the expected level of stock market volatility. The assumed future volatilities of equities and other risky assets have substantial implications for determining whether a specific portfolio is suitable to an investor's needs.
Investment Advisor June 2009 Don Schreiber, Jr.	Danger & Opportunity: A Fool's Errand Banks, markets around the world have been rallying, but before celebrating, advisors should look carefully at the underpinnings of the market's rally.
Financial Advisor May 2010 Alan Lavine	Watch Your Investment Tail Advisors are using options to insure portfolios against "once in a lifetime" losses.
Financial Planning July 1, 2008 John J Bowen	Can We Talk? Reaching out to clients and communicating with them during periods of intense market volatility is an absolutely essential-and effective-way to differentiate yourself from other advisors and win the loyalty of your clients.
Financial Planning September 1, 2011 Bob Veres	Goodbye, Old Theory There's still a lot of unexplored terrain in the financial services field.
Investment Advisor September 2008	21st Century Asset Allocation Over the past several years, institutional investors increasingly have opted to allocate a portion of their portfolios to alternative investments as a way to smooth out market volatility. This trend is now spreading to the retail marketplace.
Financial Planning October 1, 2010 Geoff Considine	Yield vs. Risk New rules for income investing not only help investors to avoid these extremes, but also show the way to create income portfolios that provide the most yield available for a given level of risk.
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.
On Wall Street September 1, 2009 James MacPherson	Investing for the Future If classic asset allocation did not prevent most portfolios from losing value, what might investors and advisors do to protect their portfolios, now and in the future?
Financial Advisor March 2012 Scott A. MacKillop	MPT -- A Tool, Not An Answer Improving the data we use and how we evaluate results will lead us to the best conclusions for clients.
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 September 3, 2009 Dan Caplinger	Make These 4 Moves and Stay Panic-Free You don't know what's coming, but you can prepare for it.
Registered Rep. November 1, 2004 Stan Luxenberg	The Retiring Kind Keeping the loyalty of retirees is urgent business for fund companies. Retaining retirees is particularly crucial for Fidelity.
On Wall Street September 1, 2010 Chertavian & Pruitt	Gaining From Your Losses Without Inflicting Costs Loss harvesting cab be an important tool which enables advisors to add to a client's after-tax returns.
Financial Planning February 1, 2008 Huxley & Burns	The Match Makers Advisors can use asset dedication to match client's cash flows to their liabilities.
BusinessWeek May 28, 2009 Kalwarski & Levisohn	Finding Higher Returns With Lower Risk There is surging interest in low-volatility investment strategies. Still, some investors are finding ways to make volatility work for them.
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.
Financial Advisor February 2010 Roy Diliberto	Basic Truths These truths for financial life planners form the foundation of their integrity.
Financial Advisor March 2011 Somnath Basu	Back To Basics Advisors don't need to rely on complicated models to help clients avert losses.
Financial Advisor November 2009 Clifford Caplan	MPT in a Black Swan Universe Advisors need to consider how catastrophic events could help portfolios outperform.
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 Advisor December 2009 James Picerno	The First Step There are no easy answers for asset allocation, but at least there's a practical starting point.
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?
The Motley Fool August 3, 2009 Dan Caplinger	Recover Your Losses Without Getting Desperate Making money isn't just about adding risk. Should you increase the risk level in your portfolio to try to grab the best returns you can get?
The Motley Fool June 26, 2009 Dan Caplinger	The Danger Lurking in Your Portfolio Think you're diversified? Think again.
Financial Advisor December 2011 Somnath Basu	The VIX Fix Where in the past there was a sense of sanity, today each morning brings only apprehensions about how to understand and manage market volatility.
The Motley Fool October 26, 2006 Dan Caplinger	Volatility: Friend or Foe? By being aware of volatility and taking steps to reduce it, while also making the most of the opportunities it brings, you can not only improve your investment returns, but also avoid the anxiety of dramatic movements in your net worth.
The Motley Fool May 17, 2008 Chuck Saletta	You Will Lose More Money If you're serious about investing for your retirement, you need a strategy to deal with days when you lose money. How will you handle it when it happens?
On Wall Street February 1, 2013 Matthew Lemieux	Fine-Tuning a Portfolio Gets Year off to a Good Start The beginning of a year offers an opportunity to see how investments align with life goals.
Registered Rep. October 22, 2015 Mindy Diamond	Should an Advisor Move When Markets Are Choppy? We have repeatedly been asked if these unpredictable market swings have a negative impact on financial advisors moving to new firms.
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 2008 Allen Kenney	Riding Recent REIT Volatility: Wild Ride REITs have demonstrated increased volatility lately, but is it here to stay?
The Motley Fool May 3, 2011 Amanda B. Kish	Why Advisors Can't Pick the Right Investments Don't count on advisors to make the right choices on ETFs and mutual funds.
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.
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.
The Motley Fool October 22, 2010 Brad Hessel	Market Volatility Resumes Post-Crash Decline For now, the market's collective wisdom is that 2008 was not 1929, and accordingly the odds of a cataclysm have shrunk.
The Motley Fool January 12, 2011 Brad Hessel	For Market Volatility, No News Is Good News Fourth-quarter 2010 volatility is a no-show. Are things back to normal?
Investment Advisor January 2008 Jeff Joseph	The Year in Hedge Funds In a year marked by high volatility in the financial markets, the 10 strategies tracked by the Credit Suisse/Tremont Hedge Fund Index outperformed major global equity indexes and experienced lower volatility than the overall markets.
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.