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Financial Planning March 1, 2013 Craig L. Israelsen	Bond Analysis: Time to Steer Clear? Learn what the past six decades can tell advisors about future performance.
Financial Planning August 1, 2011 Israelsen & Howell	Being Reasonable Managing the expectations clients have for their investment portfolios can be more challenging than actually managing the portfolios themselves.
Financial Planning December 1, 2012 Craig L. Israelsen	Cash Is Not Trash: How to Maximize this Asset Class Tempted to leave this asset class out of a portfolio? Don t be swayed.
Financial Planning March 1, 2005 Israelsen & Clement	Of Stocks and Funds Financial advisers need to explain to their clients that diversification can be a double-edged sword; protection against loss can sometimes insulate against return. Here's a performance comparison of individual stocks vs. equity funds in 2004.
Financial Planning September 1, 2009 Craig L. Israelsen	Upper-Left Quadrant Prudent investing requires the construction of multi-asset portfolios.
Financial Planning July 1, 2012 Craig L. Israelsen	Material World The natural resources mutual fund sector has a number of attractions, but one characteristic that is probably not immediately evident to many investors is that these funds do not correlate closely with broad stock indexes. This, it turns out, is a valuable feature.
Financial Planning June 1, 2011 Craig L. Israelsen	The Rebalancing Premium The principle behind a traditional 60/40 investment portfolio is balancing two asset classes - large-cap U.S. stocks and U.S. bonds.
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 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 Planning September 1, 2008 Craig L. Israelsen	A Perfect Portfolio Investment portfolios should include a wide variety of diverse assets. Each one adds an important dimension to the portfolio because it behaves differently.
Financial Planning November 1, 2012 Craig L. Israelsen	Thinking Globally: Diversified Portfolio Needs Foreign Stocks. Are They Worth it? A diversified portfolio may need foreign stocks, but are non-U.S. bonds worth the trouble?
Financial Planning April 1, 2012 Craig L. Israelsen	Beyond Borders The benefits of investing in international stock are clear.
Financial Planning September 1, 2012 Craig L. Israelsen	Should Investors Avoid Fixed Income Securities When Interest Rates Rise? Why not test the conventional wisdom that investors should avoid fixed-income securities when interest rates rise?
Financial Advisor August 2009 Craig L. Israelsen	A Better Balanced 'Core' Balanced funds are based on outdated models and need to be better diversified.
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.
The Motley Fool June 2, 2005 Selena Maranjian	Americans Favor Mutual Funds Stock funds are hot, as they should be.
Financial Planning March 1, 2012 Craig L. Israelsen	Small Thoughts The benefit of investing in small U.S. stocks is clear. Over the 42-year period from Jan. 1, 1970, to Dec. 31, 2011, a $10,000 investment in large U.S. stocks would have grown to $507,362.
Financial Planning March 1, 2007 Craig L. Israelsen	Tales of the Tape When you look at annual returns, stocks, equity mutual funds and indexes tell surprisingly different stories.
Financial Planning May 1, 2011 Craig L. Israelsen	Getting Back In For the most conservative clients, the most prudent way to reenter the equity markets is by degree. For investors with well-diversified portfolios and lengthy holding periods, a lump-sum approach will likely produce better outcomes.
The Motley Fool January 31, 2008 Todd Wenning	This Will Scare You Silly As scary as the current and potential 10-year returns for the S&P sound, investors who added international stocks to their portfolio in 1998 have still come out ahead.
Financial Planning February 1, 2012 Craig L. Israelsen	Mid-Cap's Role Mid-cap U.S. equity is almost always included when advisors and investors assemble diversified portfolios. One way to see if this popularity is justified is to do an in-depth survey of mid-cap funds, and to see how these funds affect portfolio performance.
Financial Planning January 1, 2012 Craig L. Israelsen	Swapping Out If designed well, a diversified, multi-asset portfolio can provide growth during pre-retirement accumulation years and stable income flows during post-retirement distribution years.
Financial Planning July 1, 2010 Craig L. Israelsen	Alpha and Beta Can a portfolio consisting entirely of beta-producing elements produce alpha? The answer is clearly yes.
Financial Planning November 1, 2011 Craig L. Israelsen	Better Than Cash Consider the performance of two different fixed-income portfolios following four recent crashes in the U.S. equity market. The first is a true all-cash portfolio and the other is a diversified fixed-income portfolio that includes three types of bonds as well as cash.
The Motley Fool March 15, 2008 Todd Wenning	This Will Scare You Silly Take a look at some scary annualized returns from index and bond funds, and what you can do to maximize your portfolio's returns.
Financial Planning May 1, 2012 Craig L. Israelsen	Emerging Stars Compared with U.S. stock funds and broad international stock funds, funds that specialize in emerging foreign markets are a bit like Usain Bolt sprinting against mere mortals. They leave the competition far behind. But this class of investment also carries a lot of volatility.
Financial Planning February 1, 2007 Steve Savage	Short-Term Slumps Many great managers share common traits, including a willingness to own unpopular names, to make decisions based on long-term analysis and to maintain the discipline to ignore painful shorter-term market swings. This ability to ignore painful shorter-term swings is being tested as we speak.
Financial Planning October 1, 2013 Craig L. Israelsen	Should Clients Avoid Bonds Now? With rates inching upward, some clients may want to skip fixed-income investments entirely. They shouldn't.
Financial Planning October 2, 2007 Craig L. Israelsen	Smoothing the Path When comparing active and passive management, financial planners should look at the performance of the whole portfolio. What you find may surprise you.
On Wall Street May 1, 2011 Robert J. Lindner	Stabilizing Portfolios With Managed Futures Largely ignored by the advisor community, the Managed Futures Index returned 10.23% annualized over the 30-year period ending December 2010. Barclays Capital U.S. Aggregate Bond Index returned an annualized 8.92% and the S&P 500 returned 10.71% annualized.
Financial Planning March 1, 2011 Craig L. Israelsen	Nest Egg Survival After spending your working years accumulating money, you face a rude awakening in retirement when that growth is replaced by withdrawal. This drawdown phase might be described as the relentless cracking of the retirement nest egg.
The Motley Fool November 2, 2006 Dan Caplinger	Compound Your Diversification By being aware of the benefits of diversification, you can ensure that you take the necessary steps to protect yourself and minimize the risks that you face as an investor.
Financial Planning June 1, 2012 Craig L. Israelsen	Valuable Property It turns out that giving real estate a place in your overall portfolio is an essential step toward optimal diversification.
The Motley Fool June 23, 2009 Robert Brokamp	It's Already Worse Than the Depression Until you've fixed your crystal ball or perfected time travel, a smartly created, well-diversified portfolio should be the foundation of your retirement savings.
Financial Planning April 1, 2013 Craig L. Israelsen	Value vs. Growth: Which Investing Strategy Is Better? How do returns from these two types of equities compare? We test them - and find a real difference in performance.
Financial Planning September 1, 2011 Donald Jay Korn	Double Plays When clients want a total return fund, it may be difficult for advisors to sort out the options. Determining what role a total return fund can play in a client's portfolio requires a deeper understanding of this confusing category.
The Motley Fool September 27, 2007 Amanda B. Kish	The Best Funds From T. Rowe Price: Part 1 A closer look at these T. Rowe Price funds: T. Rowe Price Personal Growth Fund... T. Rowe Price Spectrum Growth Fund...
The Motley Fool October 14, 2009 Robert Brokamp	It's Already Worse Than the Depression Your grandparents' retirement portfolio may have looked better than yours. What can you do about it?
Financial Planning June 1, 2013 Craig L. Israelsen	Update for Investing's Classic 'Efficient Frontier' Modern Portfolio Theory relies in part on the efficient frontier. But investors can now do better.
The Motley Fool March 17, 2005 Robert Brokamp	Stocks for the Really Long Term Yes, stocks are the long-term investment of choice. But at any price?
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.
The Motley Fool June 13, 2008 Selena Maranjian	How Economists Invest The American Economic Association has invested its portfolio of nearly $18 million in ways that leave something to be desired.
Financial Planning October 1, 2012 Craig L. Israelsen	How Planners Can Use Treasury Inflation-Protected Securities for a Portfolio If Treasury Inflation-Protected Securities are added to an equity-based portfolio, what is their impact on returns and volatility?
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.
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.
On Wall Street October 1, 2008 Kunal Kapoor	'Lost Decade' May Yet Happen if Investors Aren't Careful Investors who mistakenly viewed the past 10 years as a lost cause made an elementary mistake and they're about to do it again.
Financial Planning February 1, 2007 Craig L. Israelsen	The Math of Recovery Resilience after a loss may be the most important asset a retirement portfolio can offer.
Registered Rep. July 1, 2005 Stan Luxenberg	A Tough, but Smart Sell Plenty of clients detest bond mutual funds, but a bond fund can be less volatile than a small portfolio of individual bonds. The typical fund is broadly diversified and includes hundreds of names.
The Motley Fool December 9, 2010 Dan Caplinger	Why Mega-Cap Stocks Are Not Enough Before you jump into the biggest, most popular index funds that are based on the S&P 500 index, think twice.
Entrepreneur June 2006 Scott Bernard Nelson	The Long of It The 30-year bond has made a comeback, but individual investors might be better off picking bonds their own size.