Similar Articles |
|
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. |
Financial Planning February 1, 2010 Paul Menchaca |
Growth Spurts It's still tricky to invest for retirement, but planners are starting to seek out long-term growth. Next trick: convincing skittish clients. |
On Wall Street June 1, 2010 Neil O'Hara |
The Fixed Income Fix How can advisors help clients minimize losses in fixed income portfolios when rates increase? The best answer may surprise you. |
Financial Planning January 1, 2007 Donald Jay Korn |
Outlook 2007: A Year for the Big Guys? An economic slowdown is likely to spur a flight to quality, as investors shift their focus to the most powerful domestic large caps. |
Financial Planning October 1, 2011 Donald Jay Korn |
Buoyant Bonds The world seems to be awash in debt, especially government debt. Considering that government issues are crucial to the world's bond markets, fixed-income investments have held up surprisingly well. |
BusinessWeek June 18, 2009 Levisohn & Kalwarski |
The Allures and Perils of Foreign Government Bonds Non-U.S. government debt has rallied strongly - especially in emerging markets - but potential defaults are still a problem. |
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. |
Financial Planning January 1, 2005 Donald Jay Korn |
Fancy Footwork Just as the economy is expected to muddle through this year, consensus forecasts indicate parallel plodding in the financial markets, with unspectacular returns for stocks and bonds. Financial planners seeking to thrive in 2005 may need to develop new tactics. |
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. |
Financial Planning July 1, 2005 Susan Weiner |
Foreign Indebtedness The falling dollar has sparked an interest in international bonds, but advisers remain cautious. |
Financial Planning November 1, 2009 Donald Jay Korn |
Loaded for Bear A year after the worldwide nosedive, though, things look brighter for managed accounts. |
The Motley Fool April 20, 2011 Eric Dutram |
Comparing Three Diversified Portfolio ETFs Keep your portfolio diversified! |
Financial Planning May 1, 2005 Pamela Black |
Starting Off with a Whimper Domestic mutual funds limped through the first quarter, while anxious investors looked abroad. Only natural resources bucked the trend. |
Financial Planning January 1, 2006 Donald Jay Korn |
Outlook 2006 An informal survey of investment strategists found an upbeat economic outlook for 2006: Panic and Euphoria... Has Technology's Time Come?... Bond Parsing... Overseas Picture... Fiscal Forecast... |
Financial Advisor April 2008 Bruce W. Fraser |
Strategic Income Funds Can Limit Volatility The traditional safe harbor of fixed income in times of extreme market volatility doesn't mean your clients have to settle for today's low yields on Treasurys. Strategic income funds, often overlooked, offer diversity, reduced risk and the potential for higher returns. |
Financial Planning May 1, 2005 Donald Jay Korn |
Foreign Intrigue Financial planners need a passport to follow the money that's flooding into overseas mutual funds, but the wave may be about to break. |
Financial Advisor October 2009 Michelle Knight |
Cashing In On Cash Flow Retirement-age investors need not resign themselves to a portfolio of Treasury bonds with pitifully low yields. |
Financial Advisor December 2005 Alan Lavine |
Playing Two Sides PIMCO's three-year-old StocksPlus Total Return Fund buys S&P 500 futures, then tries to beat the index with bonds. |
Financial Advisor January 2011 Jeff Schlegel |
Paying Dividends The malaise in fixed-income yields is proving to be the perfect excuse for income investors to look at dividend strategies. |
Financial Advisor February 2012 Marla Brill |
Setting Up For Inflation If the bleak economic scenario plays out the way Rob Arnott envisions, this fund would likely outperform its pure-equity peers. |
The Motley Fool December 7, 2010 Michael Johnston |
ETFs for the Forgotten Asset Classes Is this all-ETF portfolio well-rounded enough? |
Registered Rep. May 1, 2004 Stan Luxenberg |
Over There Foreign bond funds will help grab yield, diversify client portfolios and, in some cases, hedge against a falling dollar. |
Financial Planning March 1, 2012 Ann Marsh |
Top Strategies For Fixed Income To root out the top strategies for fixed income for this month's cover story, we spoke with advisors and financial professionals around the country about their varying game plans. |
Financial Planning May 1, 2007 David Adler |
High Net Worth: Fixing Fixed Income Financial advisors and their clients may be neglecting the fixed-income portion of their portfolios and making suboptimal choices -- even when the overall bond allocation is appropriate. |
Financial Advisor December 2010 Eric Uhlfelder |
Going Global Investors have entered some less explored foreign corners of the debt market in their search for yield. So far, it has been paying off, but caution is needed. |
The Motley Fool July 22, 2010 Amanda B. Kish |
AARP Has Liquidated You. Now What? AARP gets out of the mutual funds business. |
Financial Advisor July 2007 Marla Brill |
Coming Of Age As emerging market economies become more secure, so too does their debt. |
Financial Planning May 1, 2007 David A. Twibell |
Bonds Away Despite their checkered past, emerging market bond funds have attracted record capital inflows and rewarded investors with stellar returns. |
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 April 2010 Jeff Schlegel |
An Alternative World A growing number of financial advisors and their clients are clamoring for alternative investments in the wake of the massive market maelstrom of '08-'09, but it's a broad space requiring lots of due diligence. |
Financial Advisor February 2008 Alan Lavine |
Fund Review: The Food, The Bad, The Ugly Several analysts give their predictions of the year to come in the fund market. |
Financial Planning January 1, 2011 Daniel Jay Korn |
Outlook 2011: A Modest Proposal Hopefully this year's results will skew more toward boom than gloom. Even so, planners might want to add a few safe havens to clients' portfolios in case the three-peat turns out to be yet another 21st-century bear market. |
Registered Rep. October 21, 2013 Stan Luxenberg |
A Tactical Turnaround When the market crashed in 2008, most stock funds collapsed. But a handful avoided serious losses, shifting to cash or taking other defensive measures. The winners attracted assets. |
Financial Planning November 1, 2010 Donald Jay Korn |
Separate Ways As fee-oriented investment management increasingly appeals to advisors and clients, fee-structured accounts are growing apace. Or not, depending on how the terms are defined. |
Financial Planning October 1, 2005 Donald Jay Korn |
The Quest for Yield With a flat yield curve and low interest rates, some financial planners are discovering income in an alternative universe. |
Financial Advisor December 2008 Eric Uhlfelder |
Where Are We Headed? This year will be remembered as one of the worst investors have ever known. Extreme caution is required before moving back into the markets in 2009. |
Investment Advisor August 2005 Kathleen M. McBride |
Discovering Emerging Yield When you think of emerging markets, a conservative approach may sound like a paradox, but it's one way to describe the $347 million T. Rowe Price Emerging Markets Bond Fund (PREMX) and its manager, Mike Conelius. |
Financial Planning August 1, 2009 Donald Jay Korn |
The New Stocks Where can financial planners seek those historic equity market returns without the painful setbacks? One place to start is in the bond market. |
Financial Planning August 1, 2010 Donna Mitchell |
Yield at Any Price? Shocked from the Flash Crash, nervous about the potential fallout from the European sovereign debt crisis and distressed about high unemployment, investors fled equity mutual fund categories and poured their money into fixed income. |
On Wall Street August 1, 2010 Neil O'Hara |
Reversal Of Fortune? Even as the developed nations struggle under mountains of debt, the emerging markets have led the way in the investing world over the past decade. |
Financial Advisor January 2005 Marla Brill |
Investment Moves For 2005 Advisors proceed cautiously as interest rates rise and the dollar falls. |
The Motley Fool May 20, 2010 Amanda B. Kish |
This Rally Is So Over While bonds still serve a vital role in every investor's portfolio, just make sure you're not banking your entire future on them. |
Financial Advisor October 2011 Michelle Knight |
Not Your Grandma's Bond Portfolio A dynamic approach to managing fixed-income assets may boost returns and manage interest-rate and inflation risks. |
The Motley Fool July 20, 2011 Stoyan Bojinov |
Inflation ETF Special: 25 ETF Ideas to Fight Rising Prices There's no silver bullet that is guaranteed to offset inflation, but there are dozens of ETFs that may be useful for those worried about the impact of rising prices on their portfolio. |
Financial Planning November 1, 2005 |
Mutual Fund Monitor The current difference in inflation-adjusted fund yields has narrowed, suggesting that foreign bonds no longer have a valuation advantage over U.S. bonds. Plus, the dollar may not be as overvalued as it once was in relation to several developed regions, Europe in particular. |
Registered Rep. August 1, 2004 Stan Luxenberg |
Nest Eggs in Multiple Baskets Increasingly, employers have begun offering life cycle funds, which include broad mixes of stocks and bonds. By picking one life cycle choice, an investor can hold a nicely diversified 401(k) portfolio. |
Financial Advisor March 2012 Eric Uhlfelder |
A Compelling Asset Class MLPs provide a source of reliable income and asset price stability that's hard to match. |
Registered Rep. June 1, 2005 Stan Luxenberg |
This Year's Model Now that technology is out of favor, new specialists have appeared, promising to produce returns in erratic markets. With the U.S. trade deficit swelling, several funds offer protection against the falling dollar. |
The Motley Fool January 3, 2007 Dan Caplinger |
Going Global With Bonds International investing isn't just about stocks. With yields on Treasury bonds still hovering below 5%, the high yields offered by some foreign issuers can look extremely appealing. |
Financial Planning September 1, 2008 Marion Asnes |
The New, New Economy The real estate crisis is still going on. Oil prices have skyrocketed. The financial markets are swinging like pendulums. Welcome to the new economy. |