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InternetNews January 6, 2006 Paul Shread	Technical Analysis: Indexes Test Big Levels The major indexes are all pushing some very big levels here.
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.
Financial Planning January 1, 2006 Marshall Eckblad	REITs' Diversification Benefits Portfolios that included Real Estate Investment Trust (REIT) holdings have outperformed those without such holdings in recent years.
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.
Investment Advisor April 2009 Robert F. Keane	Dealing With the Downturn: In Her Own Words Debra Brede does all the investment selection for her clients' portfolios. Here's how she describes the adjustments she's made over the last few months.
Financial Planning February 1, 2013 Craig L. Israelsen	Investment Portfolio Survival Test If you have clients who have already retired, make sure their portfolios can absorb the most violent shocks.
The Motley Fool June 15, 2007 Amanda B. Kish	Foolish Weekly Fund Wrap-Up Bill Gross hears the bear's growl... 401(k) plans moving away from retail funds... Annual Russell rebalance...
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 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.
Entrepreneur September 2004 Dian Vujovich	Way to Grow Large-cap growth funds may not sound exciting, but there's a solid place for them in a diversified portfolio. This fund uses a computer model to pick its winners.
Financial Planning January 1, 2005 Jennifer A. Liptow	White Paper According to a study by university researchers, stock picks of concentrated investors (those holding one or two stocks) outperform those of diversified investors (those with three or more stocks) by about one percentage point over the year following a stock purchase.
Financial Planning November 1, 2006 Mark Thurston	Alive and Well Naysayers may be down on international stocks, but they remain an important part of a diversified portfolio strategy.
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.
InternetNews November 18, 2004 Paul Shread	Technical Analysis: Narrow Day The indexes put in "inside days" today, staying for the most part within yesterday's range.
Financial Planning May 1, 2012 Michael R. Grupe	The Big Idea: Weatherproof Portfolios Many investors are more interested in avoiding losses than reaping gains. Dividends from REITs can help protect portfolios from downside risk.
Registered Rep. May 11, 2005 John Churchill	GM and Ford Junk? Cars are destined to be junk, not car companies. So when GM and Ford, two industrial stalwarts, had their bonds downgraded to junk last week, people took notice. Fortunately, the downgrade did minimal damage to their stock prices.
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 2008 Andrew Dodds	Uphill Climb The catastrophic losses suffered by Bear Stearns employees should serve as a wake-up call for all financial advisors. Investment portfolios intended for retirement must be adequately diversified.
BusinessWeek December 20, 2004 Christopher Farrell	The Importance Of Independent Thinkers Why consider concentrated funds for your mix? One study found that more than 80% of concentrated funds beat their more diversified peers in six of the seven domestic equity fund categories. That study measured rolling five-year returns from 1992 through 2003.
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.
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.
InternetNews July 19, 2005 Paul Shread	Technical Analysis: Nasdaq Nears Highs The techs will have to overcome some late selling but highs are within reach.
Financial Planning January 1, 2013 Joseph Lisanti	Concentrated Effort: Investing in Focused Funds Having a lot of stocks in a portfolio reduces risk, but holding a limited number of positions can produce home runs.
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?
BusinessWeek July 2, 2009 Dean Foust	Meet the Hypotheticals To replicate the financial situation facing many members of the sandwich generation, here is a profile of a hypothetical couple who have seen the value of their investment and retirement portfolios slashed by the market downturn.
Registered Rep. January 27, 2011 Stan Luxenberg	Don't Dump Your Muni Mutual Funds The municipal default rate remains tiny, and yields on high-quality bonds are relatively rich.
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.
InternetNews December 21, 2005 Paul Shread	Technical Analysis: Resistance Wins Again The major indexes remain stuck below some big levels.
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.
Financial Planning October 1, 2010 Christopher Shayne	How Many Bonds? The reality is that corporate bonds occasionally default. Advisors need to manage client expectations and, more important, construct portfolios that minimize the impact of defaults.
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 November 1, 2005 Randy Lert	Stick to Your Guns! Investment managers have stayed bullish on investment underdogs despite a market that has been going the other way. Their favorite category by far is large-cap growth stocks, yet according to several surveys, those stocks only rose 1.7%.
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.
The Motley Fool January 3, 2006 Rich Duprey	15 and Counting at Legg Mason Legendary fund manager Bill Miller beats the market for the 15th straight year, and you can, too by following several basic principles.
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?
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.
The Motley Fool January 2, 2008 Dan Caplinger	Resolve to Invest Smarter Three tips to help your portfolio become fit and gain weight in a good way.
Registered Rep. May 24, 2011	Second Quarter 2011 Investment Outlook: Appetite for Real Estate Grows Investors plan to to boost the size of their commercial real estate portfolios over the next 12 months.
The Motley Fool November 9, 2004 David Braze	Calm for the Storm: Asset Allocation The market is still down from its March 2000 peak. Here's how to protect your assets from further drops.
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 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.
Registered Rep. January 23, 2014 Kevin McKinley	Five Tax Strategies for the New Year Here are five tax strategies you should be talking about with your clients sooner rather than later.
The Motley Fool August 2, 2010 Michael Johnston	3 Low-Volatility ETF Options Smooth out your volatility and lower your blood pressure with these three ETFs.
Financial Planning September 1, 2011 Temma Ehrenfeld	The Big Idea: Diversify With Futures Your clients may balk when they hear "futures" - accusing you of straying into a fantasy of an asset class that solves all our problems. Yet finance professionals have used managed futures for decades to boost the performance of stock and bond portfolios.
InternetNews March 13, 2007 Paul Shread	Technical Analysis: Back to the Lows Selling turned intense once again on Tuesday, and financials led the way lower.
InternetNews September 15, 2006 Paul Shread	Technical Analysis: Rally Turns Choppy Stocks hit headwinds Friday as they approached some big levels.
Entrepreneur November 2005 Dian Vujovich	Mystery Manager In this day of disclosure, why is it sometimes difficult to get the scoop on who's managing your fund?
Registered Rep. October 21, 2010 Stan Luxenberg	Investors, Drunk on Bonds, Should Be Soberly Searching for Unloved Categories Shareholders have been buying bonds and dumping stock funds for months -- even when the markets have been improving. Will investors regain their old appetite for stock funds any time soon?
Financial Advisor July 2006 Sydney LeBlanc	Derivative Use In SMA Portfolios Advisors searching for unique and suitable strategies for SMA clients may find that using derivatives to implement risk management in their portfolios is another way of adding real value as well as portfolio protection in uncertain market environments.
The Motley Fool February 3, 2010 Dan Caplinger	5 Boring Stocks That Won't Let You Down Don't take chances with your wealth. The easy money has been made, and so those who expect to duplicate those returns year in and year out are deluding themselves.