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BusinessWeek
May 14, 2009
Aaron Pressman |
Allocation Funds Are on the Rise New funds that switch among different asset classes are gaining popularity with investors tired of constant loss.   |
The Motley Fool
April 9, 2010
Dan Caplinger |
The Simple Path to Winning Investing Allocation funds make everything a bit easier. |
Investment Advisor
September 2009
Mike Patton |
Tactical Versus Strategic In strategic asset allocation, long-term capital expectations are integrated with a client's goals and a target allocation is established. With tactical asset allocation, adjustments are made based on short-term expectations for an asset class. |
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 Planning
September 1, 2009
Craig L. Israelsen |
Upper-Left Quadrant Prudent investing requires the construction of multi-asset portfolios. |
The Motley Fool
July 31, 2007
Amanda B. Kish |
Funds for Impatient Investors Asset allocation funds typically invest in a mix of stocks and bonds to hopefully lower risk and gain higher returns over time. Research shows that investors tend to hold these mutual funds longer. |
The Motley Fool
November 25, 2008
Dan Caplinger |
Did Asset Allocation Work? Some funds claimed to protect you from the downturn. Did they deliver? |
The Motley Fool
December 2, 2009
Amanda B. Kish |
Don't Buy This Junk The high-yield "junk" bond sector of the market has been on fire this year, but you should leave these bonds in the bin. |
BusinessWeek
August 15, 2005 |
Don't Forget Home Equity To business professor Dean Gatzlaff, your home should be part of any asset allocation plan. |
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 Planning
October 1, 2009
Craig L. Israelsen |
An Age-Old Question Age plays an important role in determining asset allocation. The general consensus is, the older you get, the less risk you should take. |
The Motley Fool
July 22, 2010
Amanda B. Kish |
AARP Has Liquidated You. Now What? AARP gets out of the mutual funds business. |
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
January 2008
Marla Brill |
Playing Both Sides Convertible bonds offer a shot at a decent chunk of the stock market's upside while muting some of its downside risk. |
Registered Rep.
October 21, 2013
Stan Luxenberg |
A Tactical Turnaround When the market crashed in 2008, most stock funds collapsed. But a handful avoided serious losses, shifting to cash or taking other defensive measures. The winners attracted assets. |
Financial Planning
March 1, 2006
Marshall Eckblad |
White Paper: Hedging Human Capital A new study concludes human capital and life insurance are two correlated pieces of any good portfolio. |
The Motley Fool
February 16, 2010
Amanda B. Kish |
Investors Miss the Boat Again Don't get left standing on the pier, watching the slow boat to riches sail without you. look to the relatively undervalued corners of the market for opportunities. |
The Motley Fool
September 23, 2010
Morgan Housel |
Bond Bubbles? You tell us. Investors are plowing into bonds with abandon. |
Investment Advisor
September 2005
Kathleen M. McBride |
But Are They a Good Deal? MFS asset allocation funds pass the three-year mark and get high ratings from S&P. |
The Motley Fool
November 17, 2006
Dan Caplinger |
How Much Risk Is Enough? Here's an asset allocation strategy that pays attention to what you really need. |
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. |
The Motley Fool
March 25, 2004 |
Foolish Asset Allocation Moving in and out of the stock market every few months will not lead to success. |
Financial Planning
July 1, 2006
Israelsen & Walker |
Right on Target? Life-cycle funds are relatively new. Here are the pros and cons of investing in target-date funds. |
Investment Advisor
August 2009
Robert F. Keane |
Asset Allocation This month's asset allocation numbers, with market outlook from Mark Balasa of the Alpha Group. |
The Motley Fool
October 22, 2009
Selena Maranjian |
Should You Have Been in Bonds? When stocks are hurting, bonds look really attractive. But that doesn't mean you should dump your whole stock portfolio and run to their fixed income embrace at the first sign of trouble. |
Financial Planning
June 1, 2011
Craig L. Israelsen |
The Rebalancing Premium The principle behind a traditional 60/40 investment portfolio is balancing two asset classes - large-cap U.S. stocks and U.S. bonds. |
Investment Advisor
June 2006 |
Asset Allocation The monthly recommendations from the IA asset allocation gurus: Gary Schilling -- Stocks, 20%; Bonds, 30%; Cash; 50%... Gail Dudack -- Stocks, 65%; Bonds, 15%; Cash; 20%... etc. |
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, 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. |
Registered Rep.
April 14, 2011
Diana Britton |
Advisors Get More Flexible Advisors and investors are turning to mutual funds with more flexible mandates to cushion their portfolios against the unknowns. |
Financial Planning
April 1, 2011
Craig L. Israelsen |
Still Seeking Stability The challenge today for planners is prudently choosing and utilizing a sufficiently wide variety of asset classes so as to create a truly diversified and stable portfolio -- whether it's for the accumulation phase or the distribution phase of life. |
Financial Planning
June 1, 2010
David E. Adler |
Looking for the Source What explains portfolio returns? Roger Ibbotson questions whether asset allocation is as powerful as planners think. |
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
February 5, 2010
Tim Hanson |
The Stocks You Need to Buy Now Do you know what you're missing? With an asset allocation plan and additional foreign exposure, your portfolio will be better positioned to profit over the next decade. |
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. |
The Motley Fool
February 6, 2009
Dan Caplinger |
The Investing Secret You Need to Know A winning mutual fund strategy boils down to asset allocation. |
The Motley Fool
February 9, 2010
Dan Caplinger |
Don't Let Your Investments Blindside You Do it yourself and know what you're getting. There are some things you're better off doing yourself and managing your retirement savings is one of them |
Investment Advisor
December 2008
James J. Green |
The Failure of Asset Allocation Asset allocation can explain past market performance, but not predict which allocation will work in the future. |
Investment Advisor
August 2006 |
Asset Allocation The monthly recommendations from the asset allocation gurus... Economic and Financial Market Forecast: Stock Market... Bond Market... Recommended Allocation for a Balanced Portfolio: Current Composite Allocation... etc. |
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. |
Financial Planning
November 1, 2011
Craig L. Israelsen |
Better Than Cash Consider the performance of two different fixed-income portfolios following four recent crashes in the U.S. equity market. The first is a true all-cash portfolio and the other is a diversified fixed-income portfolio that includes three types of bonds as well as cash. |
Financial Planning
November 1, 2009
Donald Jay Korn |
Loaded for Bear A year after the worldwide nosedive, though, things look brighter for managed accounts. |
Financial Planning
September 1, 2012
Craig L. Israelsen |
Should Investors Avoid Fixed Income Securities When Interest Rates Rise? Why not test the conventional wisdom that investors should avoid fixed-income securities when interest rates rise? |
Investment Advisor
August 2007 |
Asset Allocation, July 2007 The monthly recommendations from the asset allocation gurus... Economic and Financial Market Forecast: Stock Market... Bond Market... Recommended Allocation for a Balanced Portfolio: Current Composite Allocation... etc. |
Investment Advisor
February 2007 |
Asset Allocation The monthly recommendations from the asset allocation gurus... Economic and Financial Market Forecast: Stock Market... Bond Market... Recommended Allocation for a Balanced Portfolio: Current Composite Allocation... etc. |
Investment Advisor
October 2007 |
Asset Allocation The monthly recommendations from the asset allocation gurus... Economic and Financial Market Forecast: Stock Market... Bond Market... Recommended Allocation for a Balanced Portfolio: Current Composite Allocation... etc. |
Investment Advisor
April 2007 |
Asset Allocation The monthly recommendations from the asset allocation gurus... Economic and Financial Market Forecast: Stock Market... Bond Market... Recommended Allocation for a Balanced Portfolio: Current Composite Allocation... etc. |
Investment Advisor
May 2007 |
Asset Allocation, May 2007 The monthly recommendations from the asset allocation gurus... Economic and Financial Market Forecast: Stock Market... Bond Market... Recommended Allocation for a Balanced Portfolio: Current Composite Allocation... etc. |
Investment Advisor
March 2007 |
Asset Allocation, March 2007 The monthly recommendations from the asset allocation gurus... Economic and Financial Market Forecast: Stock Market... Bond Market... Recommended Allocation for a Balanced Portfolio: Current Composite Allocation... etc. |
The Motley Fool
July 1, 2010
John Rosevear |
You Need This Offbeat Investment Some funds -- which Morningstar calls "moderate allocation" funds -- take nonstandard approaches to investing: Some take short positions, some buy and sell options, some invest in commodities, some combine all of the above and more. |
