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Financial Advisor
March 2010
Alan Lavine |
Markowitz: MPT Holds Up Modern portfolio theory never claimed diversification would help during financial crises.   |
Registered Rep.
June 1, 2012
Alan Lavine |
Hedging ETFs Inside Annuities A new program is not cheap, but some say it's worth it. |
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 Planning
September 1, 2011
Bob Veres |
Goodbye, Old Theory There's still a lot of unexplored terrain in the financial services field. |
Registered Rep.
December 19, 2011
Alan Lavine |
Reps Face Insurance Challenges in 2012 Financial advisors are increasingly concerned about the financial strength of the insurance companies whose products they sell. |
Financial Advisor
June 2012
Alan Lavine |
Tough Business Major players exit variable annuities, but VA sales are up overall. |
Financial Advisor
September 2006
Cohen & Overgard |
Asset Allocation And Investor Goals What investors and financial advisors should know about portfolio construction from the first decade of hedge funds. |
Financial Advisor
September 2011
James Picerno |
Can Volatility Be Tamed? Yes, according to a new breed of equity hedging strategies. |
Financial Advisor
March 2006
Marla Brill |
Courting A New Crowd Rydex Investments hopes to move beyond market timers to mainstream financial advisors. |
Financial Advisor
February 2, 2009
Marla Brill |
Handle With Care Inverse and leveraged inverse ETFs can help battle a bear market, but you need to watch them carefully. |
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 Advisor
December 2009
Alan Lavine |
Betting On Currency Some advisors think investors may benefit by adding currency positions; others aren't sure. |
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 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
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. |
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. |
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. |
Investment Advisor
June 2010
Bob Clark |
Clark at Large: Investing Like the Big Boys Alternatives can make a big difference in client portfolios. |
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 2005
Rick Adkins |
What I Learned About Portfolio Rebalancing Why does conditional rebalancing work so well? Common sense: It allows the markets, not a calendar, to dictate when it is time to rebalance one's portfolio. |
Financial Advisor
March 2011
Somnath Basu |
Back To Basics Advisors don't need to rely on complicated models to help clients avert losses. |
Financial Advisor
October 2010
Michelle Knight |
Nothing To Fear But Fear Itself In an investment world where volatility has become the new normal, consider these techniques to help you work effectively with clients. |
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
August 2010
James Picerno |
Searching For Progress Financial innovation is under fire. Failing to beat the market is only one reason. |
Financial Planning
June 1, 2008
David A. Twibell |
Hedge Your Bets During these troubling times, how can advisors help clients protect their investment portfolios? There are a number of viable strategies. |
Financial Advisor
May 2004
C. Michael Cart |
Risk Control: The Next Act For ETFs New Exchange-traded funds are being created as strategies and technology are developed. |
Finance & Development
June 1, 2006
Angel Ubide |
Demystifying Hedge Funds In an effort to soothe worries about transparency and supervision, public authorities are trying to develop new approaches to meet the public's need for financial system stability and investor protection while enabling investors to enjoy the benefits that hedge funds bring to financial markets. |
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. |
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. |
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. |
Financial Planning
September 1, 2009
Suzanne McGee |
The Athletic Portfolio In this environment, a good portfolio is one that rides out storms and takes advantage of opportunities -- one that demonstrates strength, flexibility and endurance. What should financial advisors do to deliver peak performance for clients? |
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? |
Registered Rep.
January 23, 2013
Brad Zigler |
"Hedge" Is the Word for 2013 In 2013, the market for alternative investment exchange-traded products seems to revolve around one word. That word is "hedge." Judging by their proportion of regulatory filings and launches last quarter, product sponsors are keen on risk-controlled equity and bond plays. |
Financial Advisor
December 2009
Evan Simonoff |
Absolute Return Obsession With the correlation landscape changing, the interest in absolute return funds is growing. |
Financial Advisor
August 2004
Pauline P. Lam |
Commodity Investments Help Diversify Portfolios A new tool--resampled efficiency--helps create optimal allocations. Investors can gain exposure to commodities by investing in commodity index or individual commodity futures contracts. A third option is mutual funds. |
Investment Advisor
September 2008 |
21st Century Asset Allocation Over the past several years, institutional investors increasingly have opted to allocate a portion of their portfolios to alternative investments as a way to smooth out market volatility. This trend is now spreading to the retail marketplace. |
Financial Planning
July 1, 2005
Donald Jay Korn |
How Super Are Hedge Funds? They're today's happening investment, but advisers and clients who are swooning over hedge funds should bear in mind that there are many reasons these super-investments don't deserve their glorified image. |
Investment Advisor
April 2010
Robert J. Lindner |
Expert's Corner: Putting It in Neutral Advisors can improve a client's portfolio by using a market neutral strategy. |
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. |
Investment Advisor
July 1, 2011
John Sullivan |
Tim and Ted's Excellent Adventure The principals of Capstone thought the height of the financial crisis was the time to launch their own mutual funds. Are they crazy? |
Investment Advisor
June 2009
Don Schreiber, Jr. |
Danger & Opportunity: A Fool's Errand Banks, markets around the world have been rallying, but before celebrating, advisors should look carefully at the underpinnings of the market's rally. |
On Wall Street
February 1, 2013
Matthew Lemieux |
Fine-Tuning a Portfolio Gets Year off to a Good Start The beginning of a year offers an opportunity to see how investments align with life goals. |
Financial Planning
December 1, 2009
Donald Jay Korn |
Hedge Fund Backlash Investors deserted hedge funds in droves in 2008, angered by the perceived arrogance of managers who weren't holding up to their promises. |
Financial Advisor
November 2009
Clifford Caplan |
MPT in a Black Swan Universe Advisors need to consider how catastrophic events could help portfolios outperform. |
Financial Advisor
May 2011
Jeff Schlegel |
Mainstreaming Alternatives Financial advisors are taking a shine to alternative investments. |
Financial Advisor
May 2010
Joel P. Bruckenstein |
Getting Risk Right More retirement planning programs now consider "fat tails." |
Financial Advisor
December 2011
Somnath Basu |
The VIX Fix Where in the past there was a sense of sanity, today each morning brings only apprehensions about how to understand and manage market volatility. |
Investment Advisor
March 2010
Robert J. Lindner |
Subtraction Through Addition How adding risk to a client's portfolio can sometimes reduce overall risk. |
Financial Planning
November 1, 2012
Allan S. Roth |
Unappealing Alternatives: Investors Flock to Alternative Mutual Funds and ETFs Investors have been flocking to alternative mutual funds and ETFs - and are being punished for it. |
Financial Planning
June 1, 2009
Ilana Polyak |
Buy and Hope More and more advisors are rethinking a buy and hold strategy. |
