| Similar Articles |
|---|
 |
Financial Planning
February 1, 2011
Craig L. Israelsen |
Consistency Matters What have we learned from analyzing four decades of asset class returns? Just this: An equally weighted, multi-asset approach to building investment portfolios is the model of consistency through booms and busts.   |
Financial Advisor
June 2010
Michelle Knight |
Rising Rates Not Fatal Bond investments shouldn't automatically be sold off when interest rates rise. Here's why. |
Financial Planning
January 1, 2009
Daniel J. Pederson |
The Year of the Tortoise As the capital markets falter, savings bonds, the tortoises of the investment world, are leaving the haggard hares of stocks and corporate bonds panting by the roadside. |
The Motley Fool
February 4, 2004
Dave Braze |
Creating a Comfy "Income Cushion" How much should a retiree keep in cash? |
Investment Advisor
January 1, 2011
John Sullivan |
Right on Target Scott Wolle's balanced-risk allocation strategy has Invesco ready for a bright future in retirement funds. |
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. |
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 Planning
June 1, 2011
Donald Jay Korn |
Price Controls It's beginning to look a lot like inflation. Or is it? Statistics seem to tell the story, but when it comes to inflation, not everyone agrees how the plot will unfold. |
The Motley Fool
September 10, 2008
Chuck Saletta |
Retire With a Real Million Bucks How can you invest your savings to earn returns that get you to that magic number? |
Investment Advisor
September 2007
Susan L. Hirshman |
Me? Worry About Inflation? Now may be a good time to raise the inflation issue with financial advisory clients. |
The Motley Fool
July 29, 2009
Dan Caplinger |
Smart Investments for an Uncertain Economy These investments should help, no matter what happens. |
Financial Planning
September 1, 2009
Craig L. Israelsen |
Upper-Left Quadrant Prudent investing requires the construction of multi-asset portfolios. |
Financial Planning
April 1, 2011
Craig L. Israelsen |
Still Seeking Stability The challenge today for planners is prudently choosing and utilizing a sufficiently wide variety of asset classes so as to create a truly diversified and stable portfolio -- whether it's for the accumulation phase or the distribution phase of life. |
The Motley Fool
November 30, 2009
Amanda B. Kish |
Is the Government Manipulating Inflation Data? Inflation may actually be worse than the government would lead us to believe. Even investors who are currently in retirement need a hefty dose of stocks to keep up with inflation. |
Financial Planning
July 1, 2010
George Strickland |
TIPS and Ladders Investors are worried about inflation rising. One way to measure their level of anxiety is to look at the break-even rate between Treasury Inflation-Protected Securities (TIPS) and fixed-rate Treasury notes. |
Financial Planning
July 28, 2005 |
Mutual Fund Monitor No one can know with certainty what interest rates are going to do. But understanding how various broad environments are likely to impact the investment landscape helps us make well-reasoned portfolio allocation decisions that don't depend on getting rates exactly right. |
The Motley Fool
August 4, 2008
Todd Wenning |
A Longer Retirement Than You Ever Dreamed Of Will you have enough money when you turn 100? |
Investment Advisor
August 2008
Melanie Waddell |
Time for an Alternative The volatile market is sparking more use of alternative assets |
Financial Planning
October 1, 2010
Geoff Considine |
Yield vs. Risk New rules for income investing not only help investors to avoid these extremes, but also show the way to create income portfolios that provide the most yield available for a given level of risk. |
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. |
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 |
The Motley Fool
March 31, 2009
Dan Caplinger |
Why TIPS Won't Save You Although TIPS are a better investment than bonds that don't have inflation protection built in, putting all your money into them is a bad bet. |
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. |
The Motley Fool
November 19, 2009
Dan Caplinger |
These Investments Are Far From Risk-Free Don't get seduced by bonds. |
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 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. |
The Motley Fool
February 23, 2010
Amanda B. Kish |
Are Advisors Making Smart ETF Choices? It looks like many of them are jumping on the bandwagon. |
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 Planning
November 1, 2009
Allan S. Roth |
Tips on TIPS A look at Treasury Inflation-Protected Securities (TIPS) as measured by the Urban Consumer Price Index (CPI-U). |
The Motley Fool
October 11, 2006
Dan Caplinger |
Fixed Income Isn't Risk-Free Bonds can be good for your portfolio, but they come with their own risks. |
Finance & Development
March 2010
Ceyda Oner |
Back to Basics: What Is Inflation? It may be one of the most familiar words in economics. What, then, is inflation, and why is it so important? |
Financial Planning
May 1, 2010
Craig L. Israelsen |
Built to Last Every retiree wants to build a resilient retirement portfolio. One of the most important parts of such a portfolio is durability.A durable portfolio is one which outlasts the retiree. |
Financial Advisor
August 2008
Ken Ziesenheim |
The Real Thing Investment returns need to be evaluated after taxes, expenses and inflation -- but few do that. |
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 Planning
July 1, 2007
Gene Fama Jr. |
Bonds for Wealth People often look to bonds for retirement income, but the raw pursuit of income can engage inadvertent risks that can be especially rough on retirees. In the end, financial security is about total wealth, not marginal income. |
Financial Planning
December 1, 2010
Craig L. Israelsen |
The Responsible Investor Investors who rely on portfolio performance to do the heavy lifting (that is, to make up for insufficient contributions during their working years) will usually fall into the trap of having too much equity exposure and therefore be exposed to too much risk. |
The Motley Fool
November 10, 2008
Selena Maranjian |
Will Inflation Kill Your Stocks? Although inflation can depress the future value of earnings, it also permits companies to raise their prices. And rising prices might not be the death knell you expect them to be. |
The Motley Fool
December 19, 2006
Dan Caplinger |
The Scoop on Savings Bonds: Part 2 A closer look at why bonds aren't as attractive as they used to be. |
The Motley Fool
May 23, 2011
Amanda B. Kish |
7 Inflation-Fighting ETFs Here are seven funds investors can use to shield their portfolio from inflation. |
Financial Planning
January 5, 2008
Craig L. Israelsen |
Stay Low Maintaining a low correlation among a portfolio's assets in the distribution phase can help avoid potentially devastating losses. |
Financial Planning
January 1, 2005
Janet Aschkenasy |
Staggering Choices Many financial advisory clients are using bond ladders to climb beyond interest-rate risk and inflation risk--but not all ladders are created equal. |
The Motley Fool
July 27, 2004
Dayana Yochim |
Are Your Dollars Dragging? Don't let inflation erode your lifetime savings. Calculate your future spending money. |
Financial Planning
August 1, 2010
Eric Sutherland |
The Knowledge Gap If you know what your clients are thinking and feeling now, you can understand what is driving their investment decisions and what it will take to help them "get real" about any necessary changes. |
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. |
BusinessWeek
September 27, 2004
Christopher Farrell |
Why TIPS Are Still a Buy Despite a recent slide, Treasury Inflation-Protected Securities provide a sound inflation hedge. They will, indeed, behave as they were intended to -- if you hold them until maturity. |
Investment Advisor
August 2006
Kathleen M. Mcbride |
News: Ibbotson on Asset Allocation Here Roger Ibbotson, chairman and CEO of hedge fund Zebra Capital Management, discusses how advisors can guide their clients to retirement portfolio allocations that fund longer retirements, as well as keep them comfortable when markets gyrate. |
The Motley Fool
January 22, 2009
Ivan Martchev |
How to Invest With Deflation Deflation is a much rarer economic phenomenon than inflation; the last time it happened in the United States was in the 1930s. If inflation is bad, shouldn't deflation be good? Well, we all know how the 1930s worked out. |
The Motley Fool
December 19, 2006
Dan Caplinger |
The Scoop on Savings Bonds A look at the history of bonds and why they're not so attractive anymore. |
The Motley Fool
March 23, 2004
Dayana Yochim |
Avoid Inflation Deflation So how do you figure out how big of a drag inflation will be in retirement? Don't leave it to chance: Incorporate inflation into your calculations. |
Investment Advisor
May 1, 2011
Peter Schiff |
The Bear Truth Bullish investors are seeing the markets through overly rose-colored glasses |
