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Financial Advisor
November 2010
James Picerno |
Rethinking Rebalancing Is it a risk management tool or a source of alpha? Maybe it's both.   |
Financial Advisor
August 2010
James Picerno |
Searching For Progress Financial innovation is under fire. Failing to beat the market is only one reason. |
The Motley Fool
September 27, 2010
Michael Johnston |
6 Reasons to Consider Dumping SPY A list of six ETFs to consider instead. |
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 2004
C. Michael Cart |
Risk Control: The Next Act For ETFs New Exchange-traded funds are being created as strategies and technology are developed. |
Financial Advisor
March 2011
Marla Brill |
New Indexes Nudge Out Old Favorites Advisors who have moved into alternative indexes are finding unique ways to use them. |
Investment Advisor
April 1, 2011
John Sullivan |
The Equal Weight Evangelist Tony Davidow, Rydex|SGI's new ETF strategist, is bringing his equal weight message to the masses |
Financial Advisor
September 2011
Tom Lydon |
It's All In The Weighting ETF indexing has evolved, but the traditional, somewhat boring approach may still yield the best results. |
Financial Advisor
March 2010
Alan Lavine |
Markowitz: MPT Holds Up Modern portfolio theory never claimed diversification would help during financial crises. |
Financial Planning
June 1, 2009
Richard A. Ferri |
Mapping Indexes Today's advisors can best serve their clients with a working knowledge of the various index methodologies. Unfortunately, this is no easy task. |
Financial Advisor
March 2012
Scott A. MacKillop |
MPT -- A Tool, Not An Answer Improving the data we use and how we evaluate results will lead us to the best conclusions for clients. |
Financial Planning
August 1, 2010
Donna Mitchell |
The Big Bang Harry Markowitz invented the wheel for portfolio construction and management, and that's no exaggeration. |
Financial Advisor
April 2006
Raymond Fazzi |
A Look At New Horizons At a time when the margin for error is growing thinner and thinner in investment management circles, some are asking whether advisors and their clients are adequately served by cap-weighted benchmarks. |
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. |
Registered Rep.
May 28, 2013
Brad Zigler |
When Equal Weight Makes Sense Choosing whether to invest in an equal-weight fund or capitalization-weighted fund of the same index can have a profound impact on returns. |
Registered Rep.
June 7, 2011
Stan Luxenberg |
Concentrated ETFs PowerShares QQQ has been racing ahead. During the past five years ending March, the ETF has returned 7 percent annually, outdoing the average large growth mutual fund by 4 percentage points |
The Motley Fool
November 27, 2006
Zoe Van Schyndel |
57 Flavors of Funds New versions of ETFs mean more choices for investors. |
Registered Rep.
February 4, 2011
Diana Britton |
ETF Goliaths Better Watch Out for the Davids Every month, the universe of exchange-traded products is expanding and taking market share from the mutual fund industry. |
Registered Rep.
July 1, 2006
Stan Luxenberg |
Fundamental Indexing During the 1990s, S&P 500 index funds were all the rage -- and, for most core investments, the bogey to beat. But lately the index has been offering stingy returns. |
The Motley Fool
February 22, 2011
Dan Caplinger |
3 Strategies That Beat the Market Alternatives to index funds did well since 2000, but will they keep up the pace? |
The Motley Fool
November 17, 2006
Ralph Casale |
Not Your Father's Index Funds A number of investment vehicles, mostly ETFs, have been designed to take advantage of alternate company weighting in an index. |
The Motley Fool
December 18, 2007
Dan Caplinger |
Improving on Index Funds As the fund universe continues to evolve, new funds have emerged that try to improve on their first-generation counterparts. One fund in particular has its sights set high -- the Rydex S&P Equal Weight ETF. |
The Motley Fool
January 18, 2011
Michael Johnston |
Understanding the Quirks of QQQQ QQQQ -- better known as the "cubes" -- has become a popular option for investors looking to gain exposure to growth companies and the tech sector in general. |
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. |
Financial Advisor
July 2007
Andrew Gluck |
Stating A Preference In this interview with William Sharpe, the Nobel Prize winning creator of the Capital Asset Pricing Model takes another look at his work. |
The Motley Fool
June 29, 2010
Dan Caplinger |
The Better Way to Beat the Market? The jury's still out on alternative indexes. Different market conditions will make index funds perform in various ways. |
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
February 2010
Vaughan Scully |
The ETF Advisor: S&P 500 ETFs While some S&P 500 Index funds are virtually identical to the SPDR fund, a handful of other ETFs offers more substantial modifications to the original formula. |
Financial Planning
December 1, 2008
Gobind Daryanani |
Balancing Acts How do you rebalance assets in these turbulent times? A new approach, called opportunistic rebalancing, squeezes more alpha out of rebalancing. |
Investment Advisor
November 2006
Kathleen M. McBride |
Fundamental Indexing Goes Main Street Index investing has traditionally been linked to capital-weighted indexes, whereby a company's market cap determines how much of a company actually got into an index. And that's the fatal flaw in conventional index-linked investing. |
The Motley Fool
June 7, 2011
Morgan Housel |
Searching for a Better Index Going beyond the S&P 500. For those who don't have the time or inclination to dive into individual stocks, index funds are the way to go. |
The Motley Fool
March 11, 2010
Selena Maranjian |
How to Build a Better S&P 500 As terrific as S&P 500 index funds can be, they're not perfect. But a newer, potentially better kind of index fund could help fix one of their biggest weaknesses. |
Financial Planning
June 1, 2006
Len Reinhart |
Bonds for Boomers There are significant differences between the traditional approach to bond investing and the approach that will best serve the needs of today's high-net-worth retirees. Here's an overview for financial advisers on bonds for this group. |
Financial Advisor
June 2012
Marla Brill |
Riding The Tech Wave With ETFs The sector is hot again, but includes larger players and is more stable than in the 1990s. |
Financial Planning
December 1, 2005
John Nersesian |
Rebalancing Act One of a planner's most difficult tasks in getting clients to implement a financial plan is convincing them to rebalance their asset allocations. Before you can persuade clients to rebalance, you have to show them the benefits. |
Financial Planning
December 1, 2006
Carpenter & Veres |
Rethinking the World Global economic changes are demanding a more sophisticated evaluation of your financial advisory clients' portfolio allocations. |
CFO
May 1, 2003
Ronald Fink |
Corrective Lenses Some experts contend that Options-Pricing models give a better view of cost of capital. |
The Motley Fool
August 11, 2009
Dan Caplinger |
The Best Reason to Sell the Rally Now After just a few months, could it already be time to rebalance your portfolio again? |
The Motley Fool
January 18, 2007
John Finneran |
Foolish Book Review: "Investors and Markets" William Sharpe's new book may cause a revolution -- or, at least, a coup in finance. |
The Motley Fool
April 17, 2009
Dan Caplinger |
This Is the Only Way You'll Earn 10% Returns Great returns aren't automatic anymore. But you can still get them. |
BusinessWeek
October 11, 2004
Christopher Farrell |
Three Wise Men of Finance If you've ever put money in an index mutual fund, you can thank the three economists whose insights into the links between risk and return revolutionized investing forever. Their work won them the Nobel prize for economics in 1990 and changed the way investors and managers think. |
The Motley Fool
May 19, 2010
Dan Caplinger |
A Hidden Trap for Bond Investors Bond-index weighting methods may have you buying dangerous bonds. |
Financial Advisor
March 2007
Eric Uhlfelder |
Challenging EAFE Managers who closely track market-cap-weighted country indexes may miss opportunities. |
The Motley Fool
September 14, 2006
Ryan Popple |
When Should I Rebalance? Rebalancing a portfolio works best when it's linked to performance. Asset allocation can not only manage risk, it can also increase portfolio returns. |
Financial Advisor
July 2004
Marla Brill |
Risk In Measured Doses State Street Global Advisors' (SSgA) head of the active emerging markets team maintains emerging markets are still cheap. |
Financial Advisor
September 2007
David Lawrence |
Efficient Rebalancing Whether you embrace traditional strategic allocation techniques or actively trading in and out of asset classes within an allocation, there is still a lot of work to do in managing portfolios and optimizing returns for clients within their risk constraints. |
The Motley Fool
August 18, 2004
Matt Logan |
Beat the S&P 500 Legg Mason's Mary Chris Gay talks about why the S&P crushes most fund managers and how to beat it. |
The Motley Fool
October 19, 2009
Selena Maranjian |
Is Your Index Fund Behaving Stupidly? You don't have to settle for investment allocations in your funds that you don't like. |
The Motley Fool
May 10, 2005
Mike Klein |
Risky Business? Wall Street fears market gyrations, but history shows volatility breeds profits. |
The Motley Fool
January 7, 2011
Eric Dutram |
Friday's ETF to Watch: S&P Retail SPDR (XRT) Today's jobs report puts this ETF in focus. |
