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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 September 2009 James Picerno	Economic Justice The details of how the business cycle affects the equity risk premium are emerging ... slowly.
Financial Advisor May 2009 James Picerno	A Necessary Evil What is crucial to the success of diversification is the price you pay for initiating exposure to different asset classes. At certain times, you're paid to assume risk; at other times you're not paid to assume risk.
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 March 2011 James Picerno	Strength In Numbers Indexing is moving past the standard beta carve-ups, such as small- vs. large-cap equities and value vs. growth stocks. A new era of factor-based indexing is dawning, and it promises to be far more nuanced and complicated.
Financial Advisor November 2010 James Picerno	Rethinking Rebalancing Is it a risk management tool or a source of alpha? Maybe it's both.
Financial Advisor May 2010 James Picerno	Bodies In Motion A fresh look at an old idea: momentum investing.
Financial Advisor July 2009 James Picerno	Small-Cap Value Is Beautiful Again Small firms trading at low multiples are especially vulnerable these days. That's why they're so appealing.
Financial Advisor June 2011 Jim Picerno	Macro And Markets Two sides of the risk management coin.
Financial Advisor March 2006 J. Michael Martin	Passive Is Not Enough Active portfolio management provides a great opportunity to grow your financial advisory practice.
Financial Advisor August 2010 James Picerno	Searching For Progress Financial innovation is under fire. Failing to beat the market is only one reason.
HBS Working Knowledge August 23, 2004 Ann Cullen	New Challenges for Long-Term Investors Risk-reward. Rising interest rates. Stocks or bonds. There's lots to ponder when setting asset allocation strategy. And the answers might not come with "conventional wisdom."
Financial Planning September 1, 2011 Bob Veres	Goodbye, Old Theory There's still a lot of unexplored terrain in the financial services field.
On Wall Street May 1, 2010 Gerald Buetow	In Defense Of Modern Portfolio Theory As stock markets plunged worldwide and investment portfolios took it on the chin, revisionists sought to expound on what they deemed were the inherent flaws of the deeply entrenched MPT. In short, the theory became the scapegoat for the failure of diversification.
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.
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 March 2012 Michelle Knight	Fixed-Income Bonding Abandoning bonds for dividend-paying stocks may seem like a "no-brainer," but think again.
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 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 Advisor March 2010 Alan Lavine	Markowitz: MPT Holds Up Modern portfolio theory never claimed diversification would help during financial crises.
Real Estate Portfolio Jan/Feb 2005	2005 Investor Outlook A panel of leading REIT investors offered cautious optimism on the near-term health of the real estate market and little doubt about the long-term value of REIT investing.
Financial Advisor July 2011 David J. Drucker	Dodging The Bullet--A Follow-Up Three advisors who protected clients from the 2008 market meltdown talk about what has happened in their clients' portfolios since then.
Financial Planning December 1, 2005	Are Equities Undervalued? Given the risks that exist, analysts aren't planning to overweight equities at this time. But a decline in prices could make a compelling opportunity for a tactical overweight in stocks.
Financial Advisor October 2011 Evan Simonoff	Taking De-Risking Too Far? A 10% allocation to equities only makes sense for a retiree with a short time horizon.
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 August 1, 2007 Steve Savage	Reality Check Do your clients buy high and sell low? Most successful investors are able to ignore the emotional pull that occurs as the markets cycle between fear and greed.
BusinessWeek January 31, 2005	This High-Yield Fund Skirts Risk Alex Lock's strategy at Westcore Flexible Income is to look for "solid, stable companies that offer attractive yields over the long-term."
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 Advisor August 2009 Harold Evensky	Maybe MPT Isn't Dead? Before they decide to kill modern portfolio theory, advisors should consider the alternatives and their risks.
Financial Advisor July 2006 Milton Ezrati	Fixed-Income Conundrum After years in which investors were able to get adequate and attractive real returns with effectively no credit risk, the fixed-income market now offers little yield or potential return.
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 Planning January 1, 2009 Donald Jay Korn	Outlook 2009 The long-term outlook is brighter than the current vista. Markets have always turned up after downturns and there's no reason to think this pattern will end.
Financial Planning January 1, 2006 Donald Jay Korn	Outlook 2006 An informal survey of investment strategists found an upbeat economic outlook for 2006: Panic and Euphoria... Has Technology's Time Come?... Bond Parsing... Overseas Picture... Fiscal Forecast...
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 Advisor October 2009 Michelle Knight	Cashing In On Cash Flow Retirement-age investors need not resign themselves to a portfolio of Treasury bonds with pitifully low yields.
The Motley Fool September 22, 2010 Alex Dumortier	5 Stocks to Beat Bonds But that shouldn't be your only benchmark.
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 Advisor March 2004 Marla Brill	Was Last Yearis Rally A Headfake? Jeremy Grantham says yes, and thinks the bear market will return in 2005.
The Motley Fool August 23, 2011 Morgan Housel	Time to Buy? A Closer Look at Stocks A few numbers put things in context for stock prices.
BusinessWeek September 16, 2010 Whitney Kisling	As Market Pessimism Grows, Should You Buy Stocks? Investors are disenchanted with the market. To contrarians, that constitutes signs of a rally
Financial Planning October 1, 2005 Joseph H. Ellis	Choppy Markets Ahead? A look at interest rates, consumer spending and the stock market and how charting them is a significant aid in understanding major stock-market trends for investors and financial advisers alike.
Registered Rep. February 24, 2015 Brad Zigler	Are Risk Parity Funds Worth The Cost? A while back, risk parity was all the rage among institutional investors. And now, thanks to a raft of mutual funds floated over the past five years, retail investors are able to tap into the strategy.
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?
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.
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 Planning September 1, 2009 Suzanne McGee	The Athletic Portfolio In this environment, a good portfolio is one that rides out storms and takes advantage of opportunities -- one that demonstrates strength, flexibility and endurance. What should financial advisors do to deliver peak performance for clients?
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 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.
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.
Registered Rep. December 1, 2011 Diana Britton	Is Tactical Investing Wall Street's Next Clown Act? There's a renewed interest in tactical asset allocation and new products that cater to that method.