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Financial Planning
November 1, 2008
Gregory P. Brown |
Target-Date Technique The simplicity of many existing target-date funds conceals a number of obstacles that can impede investors' efforts to adequately fund their retirement income needs.   |
Financial Planning
September 1, 2007
Israelsen & Nagengast |
Missing The Target? The asset allocation timeline for target-date funds may be too aggressive for many investors. |
Financial Planning
August 1, 2009
Craig L. Israelsen |
Bad Match The poor performance of target-date funds, particularly 2010 funds, as qualified default investment alternatives has not gone unnoticed in Washington. |
The Motley Fool
June 18, 2010
Dan Caplinger |
Shoot for the Right Target Target-date funds still make sense for retirement, if you know what you're doing. |
The Motley Fool
October 20, 2010
Selena Maranjian |
Get a Bigger Bang from These Investments Target-date funds may soon be easier to evaluate. |
Financial Planning
November 1, 2008
Craig L. Israelsen |
2010, A Fund Odyssey The first target-date funds were introduced in 1994. Back then, a target date of 2010 -- the first major target date -- seemed extremely far away. But here we are, just 14 months from 2010. |
Financial Planning
February 1, 2008
Craig L. Israelsen |
Winners by Default Target-date and balanced funds have become the main default options in corporate retirement plans. But which one is better? |
Financial Planning
April 1, 2007
Craig L. Israelsen |
Send in the Clones? Target-date funds are proliferating, and they're astonishingly similar. Sadly, they're not astonishingly excellent. |
The Motley Fool
August 19, 2010
Amanda B. Kish |
Jumping on the Commodity Bandwagon If you own a target-date fund, make sure you know whether your fund is moving into commodities. |
Financial Planning
September 1, 2011
Craig L. Israelsen |
Target Funds: To or Through? How do you decide when it's the right time to say goodbye to a client's target-date funds - when they reach the specified year or all the way through the retirement years? |
The Motley Fool
May 4, 2011
Dan Caplinger |
Make Money the Easy Way Target retirement funds are back. Now the big question is whether they've fixed their inherent problems -- and whether they'll be safe the next time the market swoons. |
BusinessWeek
July 3, 2008
Lauren Young |
Target-Date Funds Hit Their Stride They're finally investing in the wider array of products that have helped put big pension funds ahead of the pack. |
Financial Planning
June 1, 2011
John Ameriks |
Myth Busting Target-date funds have taken a beating the past few years by many investment commentators. Some criticism may be warranted, but there are several myths that must be debunked about these funds. |
Investment Advisor
October 2009
Elizabeth D. Festa |
More Challenges for Target Date Funds Target-date mutual funds need more detailed and comprehensible disclosures and better manager investment, according to a new target-date research paper by Morningstar, Inc. |
Financial Planning
February 1, 2012
Joseph Lisanti |
A Moving Target? If most potential clients walking through your door nowadays don't hold target-date funds in their 401(k) plans, that's likely to change in the next few years. |
CFO
May 1, 2009
Lynn Brenner |
Are Target Funds on Target? The "simple" investment option may be more complicated than you think. |
The Motley Fool
August 22, 2007
Amanda B. Kish |
Funds That Hit the Target More and more firms and retirement plans are beginning to offer target-date funds, asset-allocation funds that are designated by the year in which an investor plans to retire. Are they right for you? |
Financial Planning
July 1, 2006
Israelsen & Walker |
Right on Target? Life-cycle funds are relatively new. Here are the pros and cons of investing in target-date funds. |
The Motley Fool
March 2, 2010
Selena Maranjian |
Up 150% in a Lost Decade All is not lost -- as long as you keep investing. Our friends at Fidelity Investments recently announced that between 1999 and 2009, employees who regularly contributed to their 401(k) accounts realized a gain of almost 150%. |
Real Estate Portfolio
Nov/Dec 2008
Allen Kenney |
On the Road to Retirement Target date funds are taking a closer look at where retirees will end up, and changes are coming that could pay dividends for REITs. |
On Wall Street
September 1, 2013
Tom Roseen |
The Rise of Asset Allocation Funds The modern version of balanced funds, these portfolios continue to make inroads with investors. |
The Motley Fool
August 27, 2007
Amanda B. Kish |
Lifecycle Investing's Next Step Target-date funds make an old idea new again. The next generation of lifecycle funds are seeking to add value by making continuous shifts among stocks, bonds, and cash, instead of just reducing equity exposure over time. |
Financial Planning
November 1, 2007
Craig L. Israelsen |
Proposition Three The number of target-date funds continues to grow, but there remains only one set of benchmarks. Here are three proposed indexes to fill the void. |
The Motley Fool
July 13, 2009
Selena Maranjian |
A Perfect Solution, or a Flawed One? Not all target funds are created alike. But by keeping a focus on target funds and how they fit into your overall portfolio, you'll make sure you don't get any nasty surprises down the road. |
The Motley Fool
December 18, 2009
Selena Maranjian |
Keep These Funds on Target Be smart about how you use target-date funds. |
BusinessWeek
July 2, 2009
Amy Feldman |
Reinventing the Target-Date Retirement Fund Target-date retirement funds, the default in many 401(k) plans, left many hurting in the downturn. Can they be made smarter? |
Financial Advisor
January 2009
Marla Brill |
Failure To Launch Advisors have little or no leeway to adjust positions in needs-based or all-in-one investment vehicles, such as 529 plans and target funds, and make changes when the market is melting down. |
The Motley Fool
March 10, 2009
Dan Caplinger |
Where Smart Investors Put Their Money More investors are taking advantage of this strong retirement-based opportunity. Are you? |
Investment Advisor
July 2009
Melanie Waddell |
Retirement News A new study of target-date fund investments by the Employee Benefit Research Institute... EBSA once again extends the applicability and effective dates of the final rule on investment advice... |
Investment Advisor
September 2010
Kathleen M. McBride |
Retirement Planning: News and Products News on Morningstar, and from the Insured Retirement Institute. |
The Motley Fool
October 12, 2009
Amanda B. Kish |
The Incredible Shrinking 401(k) It's truly depressing when a retirement portfolio loses nearly a quarter of its value, even after you make your hard-earned annual contributions. |
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. |
Financial Planning
August 1, 2009
Katherine Reynolds Lewis |
Time to Reevaluate As the government takes a second look at the financial world, it is evaluating whether target-date funds protect investors' -- your clients, whether they are employers or employees -- best interests. |
The Motley Fool
February 21, 2007
Selena Maranjian |
A Mutual Fund Just for You There's a relatively new development in the financial world that can make your retirement savings a lot simpler: Meet your new friend, the target-date mutual fund. |
Financial Planning
July 1, 2011
Temma Ehrenfeld |
Welcome, Gen Y Companies can make a difference when they enroll new employees automatically into employer-sponsored retirement plans and set target-date funds as the default investment. |
Financial Advisor
November 2010 |
Auto-Enrollment Benefits Young Savers A new study shows young workers with 401(k) auto enrollment are better diversified than employees who aren't offered that feature in their retirement plans. |
CFO
April 1, 2010
Alix Stuart |
Sea Change Companies now play a much more active role in guiding employees' 401(k) investment decisions. |
Registered Rep.
June 18, 2009
John Churchill |
Target Date Funds Under Congressional Microscope; Sortino's Thoughts The Department of Labor and the SEC are holding a joint hearing today in Washington to explore "issues" related to target date/lifecycle funds. |
CFO
December 1, 2009
Randy Myers |
A Question of Balance The much-maligned 401(k) plan is being beefed up. So are the penalties for failing to manage it well. |
Financial Planning
January 5, 2008
Stacy Schultz |
White Paper Lipper Research Series publishes a ranking of target-date funds as a resource to help investors choose from among the 250 target-date funds in existence. |
The Motley Fool
June 13, 2008
Julie Clarenbach |
A Retirement Portfolio You Can Set and Forget Don't let lifecycle funds target your retirement without taking a very close look at them. |
Financial Advisor
December 2010 |
Advisor Emporium News: Mutual Of Omaha Provides Coaching... Estate Planning Sites For Advisors... USAA Expands Mutual Funds... MFS Expands Target-Date Funds... Vanguard Creates Real Estate Fund... |
The Motley Fool
March 27, 2007
Selena Maranjian |
What's Your Work-to-Retirement Ratio? See whether you'll be able to afford retirement -- the answer may surprise you. |
Financial Advisor
August 2009
Bruce W. Fraser |
Last Hand For Monte Carlo? Monte Carlo simulation, a popular retirement planning tool, is under scrutiny. |
Investment Advisor
October 2010
Michael S. Fischer |
Retirement News and Products News: Auto-IRA proposals are on the table... Pension assets are expected to grow... A new firm steps up to the plate... |
Registered Rep.
August 26, 2014
Brad Zigler |
What's An Asset Allocation ETF Really Worth? There are now 40 exchange traded products in the asset allocation category -- most of which are young with short track records |
Financial Advisor
March 2011
Jeff Schlegel |
401(k)s Are Still O(k) Some critics contend the 401(k) concept is broken and has failed its basic mission to fund the great American retirement. Avatar Associates begs to differ. |
The Motley Fool
September 14, 2009
Dan Caplinger |
This Will Still Help You Retire Rich People are laying blame in the wrong place. The mistake that most people made wasn't in using target funds. Instead, they should have understood the risk they were taking. |
Investment Advisor
August 2008 |
Retirement News and Products Charles Schwab Trust Company has expanded its offering of target date collective trust funds for retirement plans to include the Schwab Indexed Retirement Trust Funds... A new study suggests allowing retirees to "test-drive" lifetime income... etc. |
BusinessWeek
May 27, 2010
Amy Feldman |
Goldman Sachs Goes After Your Retirement Money Goldman Sachs is targeting a $2.7 trillion market with alternative asset funds such as commodities and real estate, and designing target-date funds. |
