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Financial Planning October 1, 2011 Donald Jay Korn	Buoyant Bonds The world seems to be awash in debt, especially government debt. Considering that government issues are crucial to the world's bond markets, fixed-income investments have held up surprisingly well.
Financial Advisor October 2004 Tracey Longo	Investing For Retirement Investing for retirement is feeling pretty dicey. That has investors looking for all the advice they can find. Here's what financial advisors are saying.
Financial Advisor December 2005 Alan Lavine	Playing Two Sides PIMCO's three-year-old StocksPlus Total Return Fund buys S&P 500 futures, then tries to beat the index with bonds.
Financial Planning January 1, 2005 Donald Jay Korn	Fancy Footwork Just as the economy is expected to muddle through this year, consensus forecasts indicate parallel plodding in the financial markets, with unspectacular returns for stocks and bonds. Financial planners seeking to thrive in 2005 may need to develop new tactics.
Financial Planning May 1, 2005 Donald Jay Korn	Foreign Intrigue Financial planners need a passport to follow the money that's flooding into overseas mutual funds, but the wave may be about to break.
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 Advisor August 2010 James Picerno	Searching For Progress Financial innovation is under fire. Failing to beat the market is only one reason.
Financial Planning January 1, 2010 Donald Jay Korn	Outlook 2010: Positivity "We think the economic outlook will be better than the consensus forecast," says Paul Zemsky, New York-based head of asset allocation and multi-manager investments for ING Investment Management.
Financial Planning September 1, 2008 Marion Asnes	The New, New Economy The real estate crisis is still going on. Oil prices have skyrocketed. The financial markets are swinging like pendulums. Welcome to the new economy.
Financial Planning November 1, 2009 Donald Jay Korn	Loaded for Bear A year after the worldwide nosedive, though, things look brighter for managed accounts.
Registered Rep. August 1, 2006 David Prokupek	Shelter From the Storm Today's market -- with rising interest rates, significant volatility, few sectors providing positive performance and solid global economic expansion -- bears striking resemblance to the 1970s. So, what are an advisors and investors to do?
Financial Planning March 1, 2011 Donald Jay Korn	Going for the Gold Planners who want to sprinkle a bit of gold dust onto their clients' portfolios have many funds from which to choose.
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 November 1, 2008 Donald Jay Korn	ETFs After the Fall The impact of the equities market shocks in September and October on ETF asset accumulation isn't yet known; and what the impact of the change in the general investment climate this fall will be on ETFs is anybody's guess.
Financial Planning October 1, 2006 Donald Jay Korn	It's a Good Year for Cash With interest rates up and other assets flat or sinking, cash is a winning bet as well as a safe one.
Financial Planning November 1, 2005 Donald Jay Korn	Leaning Toward Lockstep Correlations between U.S. and foreign markets are increasing, but adherents insist that foreign investing can still reduce risk.
Financial Planning December 1, 2010 Joseph A. Tomlinson	No Sucker's Bet? If there were a prize for the most disparaged asset class, it would likely go to bonds. And the most disparaged bonds would almost certainly be Treasuries.
Financial Advisor March 2011 Somnath Basu	Back To Basics Advisors don't need to rely on complicated models to help clients avert losses.
Financial Planning January 1, 2007 Donald Jay Korn	Outlook 2007: A Year for the Big Guys? An economic slowdown is likely to spur a flight to quality, as investors shift their focus to the most powerful domestic large caps.
Investment Advisor January 2008 Kathleen M. McBride	Built to Last Although their strategies vary, Rob Arnott and his investment advisor peers are hewing to a long-term focus on fundamentals, valuations, costs, and taxes.
Financial Advisor September 2008 Alan Lavine	Tenth Time Around When financial advisors make decisions, they are typically also reviewing tons of investment reports for ideas and insights. Each has his favorite sources for inspiration.
Financial Planning September 1, 2009 Paul Menchaca	Income from Where? Financial advisors are realizing the mean variance efficient frontier model is flawed for retirement planning. The main shortcoming is its focus on a portfolio's risk-return tradeoff in terms of returns rather than generation of sustainable income.
Financial Planning August 1, 2009 Donald Jay Korn	The New Stocks Where can financial planners seek those historic equity market returns without the painful setbacks? One place to start is in the bond market.
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 Planning January 1, 2011 Daniel Jay Korn	Outlook 2011: A Modest Proposal Hopefully this year's results will skew more toward boom than gloom. Even so, planners might want to add a few safe havens to clients' portfolios in case the three-peat turns out to be yet another 21st-century bear market.
Financial Advisor October 2006 Eric Rasmussen	Golden Eggs In A Market Acting Cracked A basketful of economic uncertainty leaves financial planners scrambling.
Financial Advisor October 2012 Donald Jay Korn	Risky Business Fine-tuning portfolios to a client's comfort level remains an art, but this century's booms and busts show the need for some science as well.
Financial Planning June 1, 2011 Donald Jay Korn	Price Controls It's beginning to look a lot like inflation. Or is it? Statistics seem to tell the story, but when it comes to inflation, not everyone agrees how the plot will unfold.
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 September 1, 2011 Donald Jay Korn	Double Plays When clients want a total return fund, it may be difficult for advisors to sort out the options. Determining what role a total return fund can play in a client's portfolio requires a deeper understanding of this confusing category.
The Motley Fool October 11, 2006 Dan Caplinger	Fixed Income Isn't Risk-Free Bonds can be good for your portfolio, but they come with their own risks.
Financial Advisor June 2010 Michelle Knight	Rising Rates Not Fatal Bond investments shouldn't automatically be sold off when interest rates rise. Here's why.
Financial Planning January 1, 2007 Donald Jay Korn	Falling Star? Commercial real estate securities went through the roof last year. So will they follow their retail cousins by plunging back to earth in 2007? For planners concerned about investing in pricey real estate securities, diversification is a proven strategy for risk reduction.
Financial Advisor November 2010 James Picerno	Rethinking Rebalancing Is it a risk management tool or a source of alpha? Maybe it's both.
Financial Planning July 1, 2008 Daniel Thurmaier	Boring Is Beautiful As investors' nerves fray, typically ho-hum mutual fund classes suddenly became sexy as they calmly stay the course, seemingly oblivious to crashing housing markets and lenders gone wild.
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 October 2011 Michelle Knight	Not Your Grandma's Bond Portfolio A dynamic approach to managing fixed-income assets may boost returns and manage interest-rate and inflation risks.
Financial Planning September 1, 2009 Craig L. Israelsen	Upper-Left Quadrant Prudent investing requires the construction of multi-asset portfolios.
Financial Planning February 1, 2010 Paul Menchaca	Growth Spurts It's still tricky to invest for retirement, but planners are starting to seek out long-term growth. Next trick: convincing skittish clients.
Financial Planning December 1, 2008 Suzanne McGee	The Perfect Alternative Is there an asset class for your clients portfolios whose price moves in the opposite direction to that of mainstream investments like stocks and bonds?
Financial Planning September 1, 2010 Peng Chen	The Inflation Scenario Both traditional stocks and bonds are quite likely to suffer in high inflationary environments, while inflation-indexed bond returns tend to be quite stable across different inflation environments.
Financial Planning July 1, 2005 Susan Weiner	Foreign Indebtedness The falling dollar has sparked an interest in international bonds, but advisers remain cautious.
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 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.
BusinessWeek September 24, 2009 Roben Farzad	Searching for True North Investing gauges are broken, market signals are mixed, and money managers don't know where to turn. What exactly is the "new normal"?
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 Advisor December 2003 Tracey Longo	Investment Outlook Where the best and brightest see things headed in 2004.
The Motley Fool March 19, 2010 Robert Brokamp	Will Rising Rates Sink Your Portfolio? And should you be worried? How will this affect the portfolios of people who invest in rate-sensitive securities -- namely, bond mutual funds and exchange-traded funds?
Financial Planning January 1, 2005 Donald Jay Korn	Another Ride Are advisers and their clients really ready to get on the technology fund roller coaster again?
Financial Advisor February 2004 Eric L. Reiner	The Road To Recovery How you can help clients profit from the economic recovery.