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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, 2007
Donald Jay Korn |
Different Strokes This summer's volatile markets proved that allocating funds among uncorrelated assets really does work. |
Financial Advisor
February 2012
Marla Brill |
Setting Up For Inflation If the bleak economic scenario plays out the way Rob Arnott envisions, this fund would likely outperform its pure-equity peers. |
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. |
Registered Rep.
August 1, 2006
David Prokupek |
Shelter From the Storm Today's market -- with rising interest rates, significant volatility, few sectors providing positive performance and solid global economic expansion -- bears striking resemblance to the 1970s. So, what are an advisors and investors to do? |
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. |
On Wall Street
June 1, 2010
Neil O'Hara |
The Fixed Income Fix How can advisors help clients minimize losses in fixed income portfolios when rates increase? The best answer may surprise you. |
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? |
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. |
BusinessWeek
December 20, 2007
Anne Tergesen |
What the Pros Are Saying Most of the experts we surveyed foresee the market going up a bit - but the climb will be tough. |
BusinessWeek
September 24, 2009
Roben Farzad |
Searching for True North Investing gauges are broken, market signals are mixed, and money managers don't know where to turn. What exactly is the "new normal"? |
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
October 2011
Michelle Knight |
Not Your Grandma's Bond Portfolio A dynamic approach to managing fixed-income assets may boost returns and manage interest-rate and inflation risks. |
Financial Advisor
December 2007
Alan Lavine |
Cautious Optimism Most equity managers are expecting a soft economy in 2008, but how sluggish it will be is subject to disagreement. |
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 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. |
BusinessWeek
July 8, 2010
Helaine Olen |
Prowling for Value in a Haywire Marketplace Quant investor Rob Arnott, of Research Affiliates, hunts for un-loved stocks in unloved markets |
Financial Planning
March 1, 2008
Jason Brady |
A Race for Income Most investors who are searching for income from their investments look at one factor: yield. Is this the right approach? |
Financial Planning
May 1, 2008
Mark Willoughby |
Volatility Bites For those who had begun to underestimate the impact volatility can have on managing investment portfolios, the events of 2007 and early 2008 have been a sobering reminder. |
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? |
BusinessWeek
May 27, 2010
Roben Farzad |
The Sun Also Sets Investors learned the lessons of the recent recovery a bit too well |
Financial Advisor
August 2010
Andrew Gluck |
Gloom Remains Pervasive Muddling along is many advisors' most optimistic scenario. |
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. |
Financial Planning
December 1, 2010
Joseph A. Tomlinson |
No Sucker's Bet? If there were a prize for the most disparaged asset class, it would likely go to bonds. And the most disparaged bonds would almost certainly be Treasuries. |
Financial Planning
October 1, 2011
Donald Jay Korn |
Buoyant Bonds The world seems to be awash in debt, especially government debt. Considering that government issues are crucial to the world's bond markets, fixed-income investments have held up surprisingly well. |
Financial Planning
May 1, 2007
David A. Twibell |
Bonds Away Despite their checkered past, emerging market bond funds have attracted record capital inflows and rewarded investors with stellar returns. |
The Motley Fool
February 16, 2010
Dan Caplinger |
Turn the Tables on the Lost Decade If you lost money during the last 10 years, you made a simple mistake. It's not enough to keep all your money invested in the same big companies. |
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
December 2005
Alan Lavine |
Playing Two Sides PIMCO's three-year-old StocksPlus Total Return Fund buys S&P 500 futures, then tries to beat the index with bonds. |
Financial Planning
July 1, 2005
Susan Weiner |
Foreign Indebtedness The falling dollar has sparked an interest in international bonds, but advisers remain cautious. |
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. |
The Motley Fool
September 22, 2010
Alex Dumortier |
5 Stocks to Beat Bonds But that shouldn't be your only benchmark. |
Investment Advisor
May 1, 2011
Peter Schiff |
The Bear Truth Bullish investors are seeing the markets through overly rose-colored glasses |
Financial Advisor
March 2010
Mary Rowland |
Winners And Losers In A Lost Decade REITs and emerging market investments were among the few investments that came out ahead in the past decade. |
Financial Advisor
October 2009
Eric Rasmussen |
The Ripe Fruit Mellows Corporate bonds offered great opportunity earlier in the year, but now that yields have fallen, investors are rethinking strategy. |
The Motley Fool
September 3, 2009
Dan Caplinger |
Make These 4 Moves and Stay Panic-Free You don't know what's coming, but you can prepare for it. |
Financial Advisor
October 2012
Michelle Knight |
A Great Reallocation? The long predicted shift from bonds to equities could finally happen. |
On Wall Street
March 1, 2011
Jerry Webman |
The End Of The Bond Empire? Now, investors reasonably ask whether fixed income investments actually have a future. My answer is that they do. |
Financial Planning
September 1, 2010
Peng Chen |
The Inflation Scenario Both traditional stocks and bonds are quite likely to suffer in high inflationary environments, while inflation-indexed bond returns tend to be quite stable across different inflation environments. |
Financial Advisor
December 2003
Lynn O'Shaughnessy |
The Sleeper That Soared To the surprise of many, emerging-market debt has performed well. |
Financial Planning
May 1, 2005
Litman & Gregory |
Mutual Fund Monitor Here is a brief run-through of our defensive fat-pitch asset classes: Commodity futures... Foreign bonds... etc. |
Investment Advisor
August 2008
Melanie Waddell |
Time for an Alternative The volatile market is sparking more use of alternative assets |
Registered Rep.
May 1, 2004
Stan Luxenberg |
Over There Foreign bond funds will help grab yield, diversify client portfolios and, in some cases, hedge against a falling dollar. |
Financial Planning
September 1, 2005
Susan Weiner |
Proceed with Caution High-yield bond funds have hit some potholes recently, but don't consign them to the junk heap just yet. |
Financial Planning
March 1, 2006
Donald Jay Korn |
Weight Watchers New equity indexes, weighed by fundamental factors, are challenging the conventions of passive investing. |
Financial Planning
July 1, 2008
Donald Jay Korn |
Better Yields Yield can be found in a variety of places, from the most common to the highly esoteric. Here's a look at some of them. |
BusinessWeek
June 18, 2009
Levisohn & Kalwarski |
The Allures and Perils of Foreign Government Bonds Non-U.S. government debt has rallied strongly - especially in emerging markets - but potential defaults are still a problem. |
BusinessWeek
January 10, 2005
Cooper & Madigan |
U.S.: Financial Fuel For The Economy's Engine Despite risks, U.S. financial conditions ranging from low interest rates, a declining dollar, and an upbeat stock market are the most supportive in many years. |
Investment Advisor
June 1, 2011
Savita Iyer-Ahrestani |
Stockpiling Commodities The traditional stock/bond breakdown is no longer enough; for true diversification, clients need to add commodities to their portfolios. |
Registered Rep.
April 5, 2011
Stan Luxenberg |
A Bond Bear Market? Not to Worry, Follow Vanguard's Bogle's System Under most scenarios, bonds will deliver modestly positive returns in coming years. |
