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Financial Advisor September 2009 James Picerno |
Economic Justice The details of how the business cycle affects the equity risk premium are emerging ... slowly. |
Financial Advisor July 2009 James Picerno |
Small-Cap Value Is Beautiful Again Small firms trading at low multiples are especially vulnerable these days. That's why they're so appealing. |
Financial Advisor December 2009 James Picerno |
The First Step There are no easy answers for asset allocation, but at least there's a practical starting point. |
Financial Advisor August 2010 James Picerno |
Searching For Progress Financial innovation is under fire. Failing to beat the market is only one reason. |
Financial Advisor February 2009 James Picerno |
We're All Value Investors Now The financial mindset is moving closer to what Ben Graham discovered long ago: Fundamental value matters. |
Financial Advisor March 2011 James Picerno |
Strength In Numbers Indexing is moving past the standard beta carve-ups, such as small- vs. large-cap equities and value vs. growth stocks. A new era of factor-based indexing is dawning, and it promises to be far more nuanced and complicated. |
Financial Advisor May 2009 James Picerno |
A Necessary Evil What is crucial to the success of diversification is the price you pay for initiating exposure to different asset classes. At certain times, you're paid to assume risk; at other times you're not paid to assume risk. |
Financial Advisor November 2010 James Picerno |
Rethinking Rebalancing Is it a risk management tool or a source of alpha? Maybe it's both. |
Inc. December 2007 Joseph H. Ellis |
Understanding the Economy People worry that a recession is coming. But by the time one arrives, most economic harm has already happened. |
Knowledge@Wharton |
This Feels Like a Slump, But Is It a Recession? Comments from seven economists on whether the current slowdown is a recession, how to tell if it is one, and what this may indicate about the nature of the "new" economy. |
Finance & Development March 2009 Claessens & Kose |
What Is a Recession? The ongoing global financial crisis has been accompanied by recessions in many countries. It stands to become one of the longest and deepest recessions since the Great Depression of the 1930s. |
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 Advisor May 2006 Marla Brill |
The Inverted Yield Curve Ride Despite assurances that a recession appears unlikely, many investors are taking a cautious stance on the bond market, while giving more play to cash and shorter-term securities. |
The Motley Fool February 11, 2009 Jennifer Schonberger |
Is the Worst Phase of the Economy Already Here? An interview with Liz Ann Sonders, Charles Schwab's chief investment strategist. |
The Motley Fool December 28, 2005 Tom Taulli |
Twists and Turns in the Yield Curve An inverted yield curve is usually an ominous sign of impending recession -- but maybe not this time. |
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. |
Financial Planning March 1, 2006 Solow & Kitces |
Test Your Tactical IQ One of the most basic decisions a planner must make is whether to follow a passive or active approach to managing client portfolios. Take this quiz to see if you're ready to become a more active asset allocator. |
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. |
Financial Advisor September 2011 James Picerno |
Can Volatility Be Tamed? Yes, according to a new breed of equity hedging strategies. |
FDIC FYI February 22, 2006 Nathan Powell |
What the Yield Curve Does (and Doesn't) Tell Us Regardless of the slope of the existing yield curve -- positive, flat, or negative -- bankers will benefit from strategies designed to cope with the uncertainty of changing interest rates. |
Financial Planning June 1, 2006 David A. Twibell |
Curve Ball While an inverted yield curve historically has been an accurate predictor of economic weakness, things may be different this time. |
CFO April 1, 2006 Edward Teach |
As the Cycle Turns Even the most complex econometric models are blind to sudden turns in the business cycle. Recognizing the difficulty of predicting the future, most companies no longer employ staff economists, outsourcing their forecasting needs to commercial firms and university-based centers. |
Investment Advisor November 2006 Kathleen M. McBride |
Equity Income Ingenuity The Goldman Sachs U.S. Equity Dividend and Premium Fund looks to provide a sustainable cash flow for extended lifespans. |
On Wall Street January 1, 2012 Rob Stein |
Here Comes The Contraction -- And It Could Be Good For Us Rather than believe the sky is falling again, this time there is cause for optimism. |
Finance & Development December 1, 2008 Claessens et al. |
When Crises Collide Recessions accompanied by credit crunches or asset price busts are deeper and longer lasting. |
Finance & Development June 2009 Kose et al. |
Out of the Ballpark By any measure, the ongoing global recession is the deepest and the most synchronized of the postwar period |
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. |
The Motley Fool March 24, 2008 Brian Richards |
Roundtable: Look for These Stocks in a Recession What's an investor to do in a downturn? Some analysts give their suggestions. |
Financial Planning November 1, 2010 Geoff Considine |
Cracking the Code All portfolio strategies depend on the expected level of stock market volatility. The assumed future volatilities of equities and other risky assets have substantial implications for determining whether a specific portfolio is suitable to an investor's needs. |
The Motley Fool September 7, 2010 Jordan DiPietro |
Investors Are on the Verge of Disaster In the frenetic craze to find security for their portfolios, investors are jumping on the bond bandwagon, despite terrible returns. |
HBS Working Knowledge August 23, 2004 Ann Cullen |
New Challenges for Long-Term Investors Risk-reward. Rising interest rates. Stocks or bonds. There's lots to ponder when setting asset allocation strategy. And the answers might not come with "conventional wisdom." |
Financial Advisor February 2011 Somnath Basu |
Mistiming Retirement The portfolios of many people who retired shortly before the 2008 market crash still have not recovered. But advisors can help to mitigate such "sequence risks." |
Investment Advisor July 2009 James J. Green |
Taking the Really Long View (Longer Version) A conversation with Robert Manning, CEO of MFS Investment Management. |
On Wall Street September 1, 2008 J Gibson Watson |
The Sleeping Bear Has Emerged. Now What? The hardest-hit market segments are often the ones that will lead the pack during the subsequent recovery. |
Financial Advisor October 2005 David Reilly |
Is Risk Really A Four Letter Word? Once esoteric investing strategies, such as managed currency and commodity futures, real estate, short selling, arbitrage and event-driven strategies, allow portfolio risk management to be taken to the next level. Advisers, take note. |
Finance & Development December 1, 2007 Luis A.V. Catao |
Backcasting Latin America Looking back at the business cycle in one of the most volatile regions -- Latin America -- requires reconstructing GDP data. |
Investment Advisor July 2009 |
Asset Allocation This month's asset allocation recommendations from the Investment Advisor Panel. |
Financial Advisor October 2006 Eric Rasmussen |
Golden Eggs In A Market Acting Cracked A basketful of economic uncertainty leaves financial planners scrambling. |
Investment Advisor September 2010 Savita Iyer-Ahrestani |
Overlooked Managers: Two Guys With Two Goals For Sierra Investment Management, understanding risk inherent in every asset class has enabled it to outperform, while avoiding the worst disasters in financial market history. |
Financial Advisor January 2007 Marla Brill |
Simple Solutions? Life cycle funds are expanding beyond the 401(k) market to financial advisors. Advisors considering using target date funds, whether on a limited or for a broad swath of clients, need to consider a number of features. |
Financial Planning April 1, 2011 Roddy Marino |
Paying Dividends Today's income landscape is a perfect storm for investors, but a great opportunity for advisors to reaffirm fundamental investment principles while implementing strategies to mitigate the concerns that may be holding clients back. |
The Motley Fool May 11, 2011 Alex Dumortier |
Don't Even Think About Owning Treasury Bonds The disclosure by PIMCO in April that fund manager Bill Gross is betting against Treasury bonds in the Total Return Fund -- the world's largest bond fund -- made a lot of noise. |
Financial Planning September 1, 2008 Stephen Savage |
Anatomy of a Recovery Let's look at performance history to analyze how past market downturns have played out and, more specifically, the ultimate impacts of different levels of decline. |
The Motley Fool March 24, 2008 Kristin Graham |
4 Key Recession Indicators Learn to spot a recession before it hits your portfolio. |
The Motley Fool June 6, 2008 Brian Richards |
Roundtable: Dow 10,000? After topping the 14,000 mark last October, the Dow now sits around 12,300. What should investors make of the drop? Where is the market headed from here? |
The Motley Fool June 5, 2008 John Reeves |
Honey, I've Shrunk the Portfolio Read on for some sensible advice for getting your portfolio back on track. |
The Motley Fool August 22, 2011 Amanda B. Kish |
How to Lose Money in a Volatile Market Unless you want to lose a lot more money from trying to time the market, don't flee stocks when the going gets rough. |
Finance & Development March 1, 2007 Mohamed A. El-Erian |
Dealing with Global Fluidity With new forces shaping global capital markets, participants in international finance are well advised to rethink their operating models. |
Financial Advisor March 2012 Michelle Knight |
Fixed-Income Bonding Abandoning bonds for dividend-paying stocks may seem like a "no-brainer," but think again. |
Financial Planning January 5, 2008 Suzanne McGee |
Outlook 2008: The Year of Living Dangerously Oil shocks, credit crunches, political uncertainty -- welcome to 2008. Here's how advisors are seeking out opportunities in the chaos. |