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The Motley Fool November 25, 2008 Dan Caplinger	Did Asset Allocation Work? Some funds claimed to protect you from the downturn. Did they deliver?
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.
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 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 November 17, 2006 Dan Caplinger	How Much Risk Is Enough? Here's an asset allocation strategy that pays attention to what you really need.
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.
BusinessWeek August 15, 2005	Don't Forget Home Equity To business professor Dean Gatzlaff, your home should be part of any asset allocation plan.
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 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.
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.
The Motley Fool January 31, 2011 Amanda B. Kish	Top-Priority Investments Finding the right mix of investments for retirement can be a special challenge.
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.
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 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.
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.
BusinessWeek May 14, 2009	Extreme Diversification Over the past three years these tactical asset allocation funds managed to improve returns without taking on much added risk.
The Motley Fool July 22, 2010 Amanda B. Kish	AARP Has Liquidated You. Now What? AARP gets out of the mutual funds business.
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 August 7, 2009 Selena Maranjian	Beware of This Sneaky Employer Trick Don't let your retirement plans get derailed by employer allocation changes.
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 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.
Investment Advisor February 2009	A New Benchmark for Advisors With many advisors using an asset allocation strategy, the S&P 500 is no longer a great benchmark against which to set your pace. Take a look at these new benchmarks.
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.
The Motley Fool August 27, 2007 Amanda B. Kish	Lifecycle Investing's Next Step Target-date funds make an old idea new again. The next generation of lifecycle funds are seeking to add value by making continuous shifts among stocks, bonds, and cash, instead of just reducing equity exposure over time.
Financial Planning October 1, 2006 Joshua M. Kaplan	Out of Balance The mutual fund universe is quite expansive, with multitudes of funds that have reasonable initial investment minimums. By opting for a balanced fund, clients need to understand that they are relinquishing control of their allocation.
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.
BusinessWeek January 31, 2005	A Fixed-Income Fund with a Twist Bill Eigen of Fidelity Strategic Income says a broadly diversified focus and careful risk management help his fund outperform
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 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.
The Motley Fool August 25, 2004	Asset Allocation for Retirees A helpful way to approach asset allocation is to jot down how much you have, how much you want to withdraw each year, how quickly you expect your nest egg to grow invested in your various options, and how long your money needs to last.
Financial Advisor October 2006 Joshua M. Kaplan	When Did REITs Become An Asset Class? REITs as an asset class eventually will fade away, most likely when the returns become less attractive and the real estate market slows further. It's a fad, plain and simple.
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 May 19, 2009 Dan Caplinger	Only You Can Make This Crucial Choice As tempting as it may be, don't just pass off responsibility for your investments to someone else. Sometimes you'll get just the results you want, but more often, what you buy won't live up to your expectations.
The Motley Fool June 26, 2009 Dan Caplinger	Will the Government Cripple Target Funds? In response to pressure, some funds are reducing stock exposure.
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 August 4, 2010 Dan Caplinger	Investments You Can't Retire Without Asset allocation isn't just about stocks, bonds, and cash. There are other avenues to wealth in the financial markets.
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 Advisor February 2008 Craig L. Israelsen	A Better Mousetrap Target date funds are here to stay. As a result of the Pension Protection Act of 2006, target date funds will likely become the auto-enrollment default option in tax-deferred retirement plans.
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 March 1, 2010 Craig L. Israelsen	A Yale Tale The venerable Yale Endowment Fund serves as a performance benchmark for pension managers, endowment fund managers and money managers.
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 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.
The Motley Fool December 4, 2006 Dan Caplinger	10 Trillion Reasons to Invest Mutual funds keep raking in the money.
The Motley Fool August 19, 2009 John Rosevear	The Boring Old Trick That Makes You Money "Diversification" may make your eyes glaze over, but it's a proven winner.
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.
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.
Registered Rep. November 1, 2006 Stan Luxenberg	Off-the-Rack Risk Control? Although state 529 plans may look the same on the surface, in reality their asset allocations -- although similarly described -- could be very different. The appeal of age-adjusted 529 plans is that you don't have to do much.
Financial Planning September 1, 2009 Craig L. Israelsen	Upper-Left Quadrant Prudent investing requires the construction of multi-asset portfolios.
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, 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.