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Balancing Act Commercial real estate investors and traditional wealth managers live in the same world but speak different languages. Discover how liquid assets can best offset an investor's illiquid risks.   |
Investment Advisor
July 2009
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Taking the Really Long View (Longer Version) A conversation with Robert Manning, CEO of MFS Investment Management. |
Financial Planning
February 1, 2008
Huxley & Burns |
The Match Makers Advisors can use asset dedication to match client's cash flows to their liabilities. |
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. |
Financial Advisor
February 2011
Somnath Basu |
Mistiming Retirement The portfolios of many people who retired shortly before the 2008 market crash still have not recovered. But advisors can help to mitigate such "sequence risks." |
Financial Advisor
December 2006
Raymond Fazzi |
Strong Financial Medicine Specializing in health care professionals is an advisory specialty that is now both worthwhile and in high demand because of the complexity of issues that come along with serving medical practitioners. |
Financial Advisor
March 2011
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Back To Basics Advisors don't need to rely on complicated models to help clients avert losses. |
Financial Advisor
September 2010
Carty & Carty |
Both Sides Of The Ledger Barra co-founder Andrew Rudd is helping advisors build portfolios that balance client resources against future claims. |
On Wall Street
December 1, 2008
William Harding |
Endowments Offer Investment Lessons for Retirees The number of Americans who turn 65 each week could fill a sports stadium -- and they all need income. Portfolios for people saving for retirement should be structured differently from those already there. |
The Motley Fool
July 25, 2007
Amanda B. Kish |
The Perfect Mutual Fund Allocation How you allocate among your funds is as important as which funds you choose. |
Investment Advisor
August 2008
Melanie Waddell |
Time for an Alternative The volatile market is sparking more use of alternative assets |
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." |
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
August 2010
James Picerno |
Searching For Progress Financial innovation is under fire. Failing to beat the market is only one reason. |
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 Advisor
January 2007
Marla Brill |
Simple Solutions? Life cycle funds are expanding beyond the 401(k) market to financial advisors. Advisors considering using target date funds, whether on a limited or for a broad swath of clients, need to consider a number of features. |
Financial Advisor
July 2008
Alan Lavine |
On Target, Or Not Think you can plunk down money on any target date fund as a low-risk way to accumulate retirement savings? Think again. |
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? |
The Motley Fool
June 10, 2010
Scott Holsopple |
The $5.5 Billion Mistake Are you throwing your retirement money out the window? |
The Motley Fool
May 24, 2010
Amanda B. Kish |
How Much Debt Is Too Much? Finances around the world might affect how you divide stocks and bonds in your retirement portfolio. |
The Motley Fool
June 12, 2007
Rex Moore |
If You Do Just One Thing Today Take the first step on the road to proper asset allocation. You should determine your risk profile and see if your allocation is aligned with it. |
Investment Advisor
July 2009
Bruce Weininger |
Soapbox: Euthanize Wealth Management Practices The fixed income substitutes pushed by the major investment houses weren't fixed income substitutes at all. |
The Motley Fool
February 16, 2011
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A Helping Hand With Your Investments Options for folks who want a little bit of help in crafting their asset allocation. |
The Motley Fool
November 25, 2008
Dan Caplinger |
Did Asset Allocation Work? Some funds claimed to protect you from the downturn. Did they deliver? |
On Wall Street
June 1, 2011
Carl Resnick |
ETFs: The Ideal Asset Allocation Tool? True diversification has become the primary focus of smart advisors. To the benefit of these advisors and their clients, a wide range of well-built exchange-traded funds has emerged to represent just about every asset class available. |
On Wall Street
September 1, 2010
Allan Flader |
Why Risk It? Don't judge, just advise. That has always been one of our mantras as we've developed strong relationships with our clients over the years. |
The Motley Fool
May 7, 2009
Dan Caplinger |
Do This Before You Buy (or Sell) the Rally With the downs and ups of the market, how much of your money should you have in stocks right now? If you look at the rally and say "as much as possible," then you haven't learned as much from the bear market as you should have. |
Financial Advisor
April 2009
Eric Rasmussen |
Steady Eddy Annuity Bets The economic downturn is driving advisors to increase their interest in fixed annuities. |
The Motley Fool
January 7, 2008
Rex Moore |
If You Do Just One Thing Today To start to plan for your retirement, whether it is just around the corner or decades away, take the first step on the road to proper asset allocation. |
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
September 2009
Gail Liberman |
How Liquid Are Client Mutual Funds? In a falling market, a fund's securities that appear to be liquid suddenly may have no market. |
The Motley Fool
May 14, 2009
Selena Maranjian |
Borrow to the Hilt and Get 90% Richer This bold retirement investing strategy is not for the faint of heart. |
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 |
The Motley Fool
August 26, 2009
John Rosevear |
It's Not Too Late to Save Your Retirement No matter your age, there are still things you can do to improve your retirement. |
Financial Planning
November 1, 2005
Marion Asnes |
Advisers Speak Out Our new nationwide poll shows that for all financial advisors know about asset allocation, they're still having trouble making it work. |
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. |
The Motley Fool
December 8, 2008
John Reeves |
Your Retirement Has Been Obliterated The Great October Panic blew a big hole in a lot of people's retirement plans. But as long as you've got time -- and even people in retirement have decades left to plan for -- there's always hope. |
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. |
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. |
Financial Planning
June 1, 2010
Donald B. Trone |
Step Three: Formalize When upholding a fiduciary standard, ensuring your investment strategy is prudently planned and well-documented is vital. |
Financial Advisor
March 2007
Eric L. Reiner |
Saucer Eyes And Goose Eggs Small private business investments offer potential profits and perils for both clients and financial advisors. Advisors need to play devil's advocate and challenge every assumption. |
Investment Advisor
June 2009
Jeff Joseph |
Venture Populist: Private Practice Advisors could improve their value proposition and their clients' portfolios by developing private venture investing competency. |
Financial Planning
June 1, 2005
Donald Jay Korn |
Look Closer Optimistic projections and underwhelming returns have shown that variable universal life insurance must be recommended--and monitored--with caution. |
The Motley Fool
May 3, 2007
Dan Caplinger |
Your Home Can Help You Retire Most people focus on their investment portfolios in deciding whether they can retire. Yet by doing so, they often ignore their most valuable possession: their home. |
Investment Advisor
October 2009
Jeff Joseph |
Venture Populist: The Private Venture Test RIAs that possess the requisite mandate, means, and mindset should embrace private venture investments -- for the benefit of both their clients' portfolios and their practices. |
Financial Planning
February 1, 2005
Jim Otar |
A Matter of Luck Contrary to popular opinion, there's more to portfolio success than the asset allocation decision. As an adviser, you can find peace of mind in recognizing and quantifying the luck factor for individual retirement portfolios. |
The Motley Fool
June 26, 2009
Dan Caplinger |
Will the Government Cripple Target Funds? In response to pressure, some funds are reducing stock exposure. |
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. |
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. |
Investment Advisor
October 2009 |
Asset Allocation This month's asset allocation numbers. |
