Similar Articles

Browse Main Topics:

Business
Computers & Electronics
Education & Reference
Entertainment & Leisure
Family & Home
Finance & Investment
Health
Internet
Pets & Animals
Science & Technology
Society, Politics & Culture
Sports & Recreation

Similar Articles

Financial Advisor September 2009 Joel P. Bruckenstein	What Are The Odds? A look at whether Monte Carlo simulations help or hinder the planning process.
Financial Advisor May 2010 Joel P. Bruckenstein	Getting Risk Right More retirement planning programs now consider "fat tails."
Real Estate Portfolio Nov/Dec 2008 Allen Kenney	On the Road to Retirement Target date funds are taking a closer look at where retirees will end up, and changes are coming that could pay dividends for REITs.
Investment Advisor July 2006 Melanie Waddell	Retirement Planning: Keying Into Income Needs Two of the top providers of financial planning software -- Morningstar and EISI -- are heeding advisors' calls for help in crafting retirement distribution strategies.
The Motley Fool June 13, 2008 Julie Clarenbach	A Retirement Portfolio You Can Set and Forget Don't let lifecycle funds target your retirement without taking a very close look at them.
Wall Street & Technology February 27, 2005 Maria Santos	Making Monte Carlo Work The National Association of Securities Dealers (NASD) has lifted the ban on Monte Carlo simulation tools.
Financial Advisor September 2010 Andrew Gluck	Broken Plans Financial advisors urgently need improved tools for coping with the economic mess we're in. What's to be done?
Financial Advisor May 2008 Joel Bruckenstein	Retirement Good Fortune Silver Financial Planner from MoneyTree Software is one of the top choices for advisors looking for a dedicated retirement planning tool.
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 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.
Financial Advisor January 2009 Marla Brill	Failure To Launch Advisors have little or no leeway to adjust positions in needs-based or all-in-one investment vehicles, such as 529 plans and target funds, and make changes when the market is melting down.
Financial Advisor July 2008 Tracey Longo	Can Advisors Protect Retirees From Themselves? Fear of loss and greed for gains accelerates when investors retire. This has financial services firms working overtime to find ways around investors' emotions.
The Motley Fool June 18, 2010 Dan Caplinger	Shoot for the Right Target Target-date funds still make sense for retirement, if you know what you're doing.
BusinessWeek July 3, 2008 Lauren Young	Target-Date Funds Hit Their Stride They're finally investing in the wider array of products that have helped put big pension funds ahead of the pack.
Financial Advisor May 2005 Jeff Schlegel	"Assets-In-A-Box" Investing Considering the appeal of prepackaged asset allocation, it's little wonder that lifecycle funds are one of the hottest areas in the mutual fund industry.
Financial Planning November 1, 2008 Gregory P. Brown	Target-Date Technique The simplicity of many existing target-date funds conceals a number of obstacles that can impede investors' efforts to adequately fund their retirement income needs.
The Motley Fool August 22, 2007 Amanda B. Kish	Funds That Hit the Target More and more firms and retirement plans are beginning to offer target-date funds, asset-allocation funds that are designated by the year in which an investor plans to retire. Are they right for you?
Financial Advisor February 2007 Joel Bruckenstein	Easy-To-Use Retirement Software Although they have hitches, these professional retirement planning software packages are surprisingly good for basic planning: OppenheimerFunds Retirement Income Manager 2.0... Retirement Savings Planner From Torrid Technologies Inc... etc.
Financial Planning September 1, 2011 Craig L. Israelsen	Target Funds: To or Through? How do you decide when it's the right time to say goodbye to a client's target-date funds - when they reach the specified year or all the way through the retirement years?
Financial Advisor March 2005 Jeff Schlegel	Time & Money As a financial advisor, do you understand all the assumptions you are making regarding retirement account withdrawal rates?
Registered Rep. April 6, 2007 Kristen French	The Cost Of Retirement Ibbotson Associates released its own savings guidelines for typical investors with different ages, income levels and initial accumulated wealth. These recommendations won't surprise financial advisors, but might help inspire profligate clients.
Financial Advisor June 2005 Joel P. Bruckenstein	A Great Challenge Facing Advisors And Their Clients The greatest challenge that advisors face in the coming years is helping clients to make their money last a lifetime. Unfortunately, the profession and the software vendors that serve it have yet to offer clients the solutions that they deserve.
Financial Advisor October 2008 Roy Diliberto	The Dynamic Process Of Monitoring Goals It is our job -- no it is our obligation -- as planners to help our clients achieve their goals and dreams. That may involve changing our portfolios and the way we report results.
Financial Planning February 1, 2007 Joel Bruckenstein	Retirement Software: Do You Have What Boomers Need? Here is a radical proposal for serving the next generation of retirees more effectively -- and profitably.
Investment Advisor March 2009 Melanie Waddell	Cover Story: Patience In the quest to generate retirement income for their clients, many advisors relied on their investing-for-accumulation roots, and therefore were not focused on retirement income planning.
The Motley Fool October 20, 2010 Selena Maranjian	Get a Bigger Bang from These Investments Target-date funds may soon be easier to evaluate.
CFO August 1, 2007 Karen M. Kroll	The Overfeathered Nest Egg Critics say financial-planning calculators encourage employees to save too much.
Registered Rep. January 1, 2009 Brent E. Bentrim	Letters Two articles espousing the merits of Monte Carlo Simulations (MCS) were alarming.
Financial Advisor July 2011 Joel P. Bruckenstein	Market In The Middle OMYEN uses a couple of key tools to try and help financial advisors serve less-affluent clients.
Investment Advisor October 2007 Lauren Barack	The Longevity Race People are living longer. Software makers are helping advisors figure out how to make clients' portfolios last longer, too.
Financial Advisor August 2008 Jef Schlegel	The Clock Is Ticking If you believe the hype, the retirement picture isn't pretty. How secure are your clients' retirement plans?
Wall Street & Technology January 9, 2006	IPlan Adds Monte Carlo Sims Ibbotson Associates has added Monte Carlo simulations to version 2.0 of iPlan, its Web-based investment planning software.
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 Planning November 1, 2008 Craig L. Israelsen	2010, A Fund Odyssey The first target-date funds were introduced in 1994. Back then, a target date of 2010 -- the first major target date -- seemed extremely far away. But here we are, just 14 months from 2010.
Registered Rep. October 1, 2006 Kevin Burke	Spinning Their Wheels If you're thinking of steering your clients into life-cycle funds, be sure to kick the tires first. With more and more asset managers rolling out life-cycle funds, it's easy to get caught up in some excitement. But, buyer beware: They can be expensive and have middling performance.
Financial Advisor October 2007 William Glasgall	The New Retirement Wave Planners will need to seek innovative ways to help keep the baby boomers from exhausting their nest eggs.
Financial Planning August 1, 2005 John Nersesian	The Full Monte By presenting clients with a range of potential results before they experience them and showing them the impact of their investment choices, planners can manage clients' expectations much better than with standard linear forecasting.
Registered Rep. November 1, 2002 Pamela J. Black	How to Be a Retirement Planning Hero Fixing a client's retirement plan (to the extent possible) may be the best opportunity brokers have today to create new business.
The Motley Fool May 4, 2011 Dan Caplinger	Make Money the Easy Way Target retirement funds are back. Now the big question is whether they've fixed their inherent problems -- and whether they'll be safe the next time the market swoons.
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 Advisor October 2006 Mary Rowland	The Fountain Of Extended Longevity Increasing life expectancies are -- or should be -- changing fundamental financial planning.
The Motley Fool December 19, 2008 Dan Caplinger	Don't Repeat This 2008 Mistake Target funds got billed as the perfect way to save for retirement or other long-term goals. Yet judging from their performance this year, investors who relied on target funds to get their allocations right got a nasty surprise.
Financial Planning March 1, 2006 Joel P. Bruckenstein	Move on Down the Road Retirement Road Map, one of the first asset distribution programs, takes a simple approach to a complex subject. With a few tweaks, it could become a truly useful tool for financial planners as well.
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 March 10, 2009 Dan Caplinger	Where Smart Investors Put Their Money More investors are taking advantage of this strong retirement-based opportunity. Are you?
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.
Financial Planning August 1, 2009 Craig L. Israelsen	Bad Match The poor performance of target-date funds, particularly 2010 funds, as qualified default investment alternatives has not gone unnoticed in Washington.
The Motley Fool February 16, 2011 Amanda B. Kish	A Helping Hand With Your Investments Options for folks who want a little bit of help in crafting their asset allocation.
On Wall Street January 1, 2010 Matthew Leung	Getting Retirement Portfolios Back on Track Previous assumptions about asset allocation, diversification and the appropriate levels of risk in portfolios are being challenged.
Financial Planning September 1, 2007 Israelsen & Nagengast	Missing The Target? The asset allocation timeline for target-date funds may be too aggressive for many investors.