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Financial Advisor September 2008 Andrew Dodds	Uphill Climb The catastrophic losses suffered by Bear Stearns employees should serve as a wake-up call for all financial advisors. Investment portfolios intended for retirement must be adequately diversified.
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 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?
On Wall Street September 1, 2009 Helen Kearney	What Clients Want Now Clients are upset and they're voting with their feet. But instead of bemoaning your woes, you should view this as a time to prove your worth.
Financial Advisor May 2004 Marla Brill	Employee Stock Options Planning Remains Confusing Advisors must contend with potentially complex tax and retirement issues
Financial Planning July 1, 2005 David A. Twibell	Too Much of a Good Thing To avoid considerable risk, clients with a large part of their wealth tied up in one company's stock need to diversify or hedge these concentrated positions.
Financial Advisor April 2004 Raymond Fazzi	Conservatism Rules In Retirement Planning After a traumatic four years marked by a recession, a war on terrorism and a market decline, many advisors are rethinking their retirement planning strategies.
On Wall Street July 1, 2009 Pamela Rosenau	Some Clients Crave Comfort Investing The essential part of our process is getting our clients comfortable with the investment process and making sure that they have true staying power with their commitments to each asset class.
CFO April 1, 2006 Ronald Fink	Overexposed With questions being raised on prepaid variable forwards, many executives may be scrambling for an alternative way to diversify -- and defer taxes. So what should executives with large concentrations of one stock do to diversify and avoid, or at least defer, taxes?
Financial Advisor November 2004 David A. Twibell	Understanding Exchange Funds Diversify clients' concentrated positions while deferring taxes with exchange funds.
Registered Rep. December 22, 2009 Stan Luxenberg	Forget Stock Market Gains, It's Best to Avoid Losses Many financial advisors and portfolio managers who held to traditional buy-and-hold stock-bond portfolios are now emphasizing new kinds of diversification.
Financial Advisor April 2010 Jeff Schlegel	An Alternative World A growing number of financial advisors and their clients are clamoring for alternative investments in the wake of the massive market maelstrom of '08-'09, but it's a broad space requiring lots of due diligence.
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.
Registered Rep. August 1, 2006 Stan Luxenberg	From Complexity to Simplicity And Back Using plain-vanilla mutual funds, retail advisors can build low-correlating portfolios, like absolute-return portfolios. In fact, the sophisticated financial advisor is performing like a mini-institutional consultant of yore.
Financial Advisor September 2004 Alyn Ackermann	Defying Diversification Advisors already contend with senior executives holding dangerously concentrated positions in their company's stock-and it may get worse.
Investment Advisor August 2009 Melanie Waddell	More Annuities Used in Income Portfolios Advisors are increasingly turning to annuities to help cover their clients' basic needs in retirement.
Real Estate Portfolio Nov/Dec 2004 Art Gering	A Perfect Fit Over time, REITs have proven to be the missing piece for building a well-diversified portfolio.
On Wall Street December 1, 2008 Barack et al.	Top 40 Advisors Under 40 See which advisors made the cut and learn how these young guns reached the top of their game.
Financial Advisor May 2005 Raymond Fazzi	Is Real Estate For Real? The questions being whispered on Wall Street ask if real estate values have gone too far out of sight after five years of serving as a "safe" refuge for investors battered by the volatile equity market.
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 March 2011 Somnath Basu	Back To Basics Advisors don't need to rely on complicated models to help clients avert losses.
Real Estate Portfolio Nov/Dec 2006 Mike Fickes	Through the Looking Glass Investment professionals from outside the world of REITs provide their view on real estate.
On Wall Street December 1, 2009	The Top 40 Advisors Under 40 A year out from the market meltdown, this year's top 40 advisors under 40 feel they gained wisdom in the process and their outlooks are brightening.
The Motley Fool June 16, 2008 Brian Richards	The Simple Strategy That Could Save Your Portfolio A very simple strategy of (1) thinking about your portfolio holistically and (2) diversifying into quality investments that don't perfectly correlate can really have an effect on your bottom line.
Investment Advisor June 2010 Bob Clark	Clark at Large: Investing Like the Big Boys Alternatives can make a big difference in client portfolios.
Registered Rep. February 1, 2006 Jennifer Popovec	Getting Real About Real Estate Savvy retail advisors are moving their clients beyond listed REITs and into nontraditional real estate investments like "private" REITs and tenant-in-common programs (TICs), which, because they don't trade, aren't volatile and offer attractive yields.
The Motley Fool February 26, 2007 Dan Caplinger	The REIT Stuff Though REITs may play a useful role in creating a well-balanced portfolio, investors shouldn't expect those 25% annual returns to continue forever.
Financial Advisor January 2009 Ray Fazzi	Retirement Dreams Deferred Vanguard Group's Fran Kinniry addresses why what some call the lost decade for equities shouldn't cause clients to bail at just the wrong time.
Investment Advisor April 2006 Maya Ivanova	Self Improvement In the recent supplement to the 2005 Rydex AdvisorBenchmarking Survey, many advisors recognize that simply maintaining the status quo is not enough. They're continuously examining their business plans and investment processes to look for improvements.
Financial Advisor May 2009 Jeff Schlegel	A REIT Alternative Non-traded REITs offer a different take on real estate.
Financial Advisor April 2004	Royal Alliance Ups Ante For OSJs Advisor Group Says Come One, Come All... Securities America Tests New Transition Options... Award Established To Honor Viragh... etc.
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 April 2005 Bruce W. Fraser	Taking Stock of Options For financial advisors and clients alike, the big questions have always been when and how to exercise options. Timing is everything for realizing gains and avoiding tax liabilities.
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.
Real Estate Portfolio Nov/Dec 2003 Steve Bergsman	REIT Rookies Why have a number of fund managers, plan sponsors and providers come off the bench to make a play for REITs?
Financial Planning August 1, 2008 William Harding	A Different Mix As investors suffer through this year's unstable market, the wounded are talking about alternative investments.
Financial Advisor March 2010 Alan Lavine	Markowitz: MPT Holds Up Modern portfolio theory never claimed diversification would help during financial crises.
Real Estate Portfolio Nov/Dec 2004 Christopher M. Wright	A Defined Benefit Pension Plans Reap the Benefits of REITs... REITs Shine in Research Studies... Benefits of REIT Investing... True Diversification... etc.
Registered Rep. June 15, 2009 Kristen French	Hedge Funds Bruised, But New Retail Products Abound So far this year, investors and advisors seem to have put the brakes on new hedge fund investments.
Investment Advisor April 2007 Michael S. Fischer	Behind the Curtain RIAs and their high-net-worth clients have dramatically increased the use of alternative investments in their portfolios in recent years, and are on track to continue this trend. However, not all advisors, much less their clients, are comfortable with alternatives.
Investment Advisor April 1, 2011 Bob Clark	Boring No More With baby boomers moving into their distribution years, bonds -- and the folks who manage them -- are becoming a lot more interesting
Registered Rep. March 1, 2008 Stan Luxenberg	To Heck With Modern Portfolio Theory Are investors overdoing their foreign exposure? No, according to a growing number of financial advisors, who urge investors to put 30 percent to 50 percent of assets abroad.
Registered Rep. March 1, 2005 Neil O'Hara	Dearth of Easy Pickings? Now that retail investors are able to partake of hedge funds in unprecedented numbers, some are calling hedge investing a bubble about to be popped... Largest SEC Registered Funds of Funds... Hedge Fund Index Performance...
Financial Advisor January 2012 Marla Brill	Making The Cut Financial Advisor and Private Wealth magazines announce their inaugural all-star research team.
Investment Advisor April 2009 Bob Clark	Clark at Large: Timing Is Everything Now that (nearly) all asset classes have sunk, advisors are rethinking their investment strategies.
Financial Advisor June 2004 Raymond Fazzi	The Flight From REITS What everyone said would happen sooner or later in real estate stocks has finally happened: The market fizzled. Real estate investors hunting for high yields or capital appreciation are selling off.
On Wall Street October 1, 2009 Lauren Barack	The New Retirement Portfolio Repairing retirement portfolios is front and center for every advisor. Unfortunately, depending on an investor's age, rebuilding back to their old balances may not be possible.
Registered Rep. May 27, 2015 Debbie Carlson	REITs and Rates Some investors see the recent falloff in REITs -- down 1.43 percent year-to-date, and down 5.9 percent in April alone, according to the MSCI U.S. REIT index -- as a natural retrenchment.
Financial Advisor April 2008 Eric L. Reiner	Hedging Your Bets Richard Lee Jr. presides over the 50-person Dallas advisory Lee Financial Corp. A private placement fund of hedge funds that Richard Lee Jr. uses for clients returned nearly 20% last year.
On Wall Street October 1, 2009 Elizabeth Wine	Hedge Funds: Are They Worth It? Strategists in the wirehouses and elsewhere say hedge funds were wrongly maligned, and that the good funds can still serve the purpose of diversifying a portfolio and reducing risk.