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Financial Planning
November 1, 2012
Craig L. Israelsen |
Thinking Globally: Diversified Portfolio Needs Foreign Stocks. Are They Worth it? A diversified portfolio may need foreign stocks, but are non-U.S. bonds worth the trouble?   |
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. |
Financial Planning
July 1, 2012
Craig L. Israelsen |
Material World The natural resources mutual fund sector has a number of attractions, but one characteristic that is probably not immediately evident to many investors is that these funds do not correlate closely with broad stock indexes. This, it turns out, is a valuable feature. |
The Motley Fool
February 1, 2011
Dan Caplinger |
TIPS: Headed for Heartbreak? Inflation-protected bonds aren't invulnerable to a falling bond market. |
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. |
Financial Planning
May 1, 2013
Craig L. Israelsen |
Alternative Investments With the Best Payoff Some nontraditional investments can provide valuable diversification in a portfolio. But choose wisely. |
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
September 27, 2004
Christopher Farrell |
Why TIPS Are Still a Buy Despite a recent slide, Treasury Inflation-Protected Securities provide a sound inflation hedge. They will, indeed, behave as they were intended to -- if you hold them until maturity. |
Financial Planning
November 1, 2009
Allan S. Roth |
Tips on TIPS A look at Treasury Inflation-Protected Securities (TIPS) as measured by the Urban Consumer Price Index (CPI-U). |
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. |
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 15, 2009
Zoe Van Schyndel |
A TIP for Inflation-Fearing Investors Buy inflation-protected bonds through an ETF. |
Financial Planning
July 1, 2012
Scott Colyer |
Failed TIPS On the surface, TIPS would appear to protect investors, but there are inherent problems. For starters, if the securities are held in a taxable account, investors pay an ordinary tax rate on income they will not receive until maturity. |
The Motley Fool
February 17, 2010
Dan Caplinger |
This Inflation Fighter Isn't Bulletproof TIPS protect against inflation, but they're still vulnerable to higher rates. |
Financial Planning
September 1, 2006
Donald Jay Korn |
TIPSy-Turvy With inflation on the rise, why are Treasury inflation-protected securities heading south? To understand why TIPS can be so volatile, planners should know how they work. |
Financial Planning
February 1, 2007
Craig L. Israelsen |
The Math of Recovery Resilience after a loss may be the most important asset a retirement portfolio can offer. |
Financial Planning
March 1, 2012
Craig L. Israelsen |
Small Thoughts The benefit of investing in small U.S. stocks is clear. Over the 42-year period from Jan. 1, 1970, to Dec. 31, 2011, a $10,000 investment in large U.S. stocks would have grown to $507,362. |
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. |
The Motley Fool
March 19, 2010
Robert Brokamp |
Will Rising Rates Sink Your Portfolio? And should you be worried? How will this affect the portfolios of people who invest in rate-sensitive securities -- namely, bond mutual funds and exchange-traded funds? |
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
April 1, 2008
Craig L. Israelsen |
Seeking Stability Building a tough, strong, resilient and stable retirement portfolio is, very simply, what every retiree wants to do. What is the optimum allocation model to sustain this stability for clients? |
The Motley Fool
August 23, 2010
Amanda B. Kish |
6 Bond ETFs for Today's Market In case you haven't noticed, bonds are the new black. |
The Motley Fool
January 20, 2010
Alex Dumortier |
Protect Your Assets From This Looming Risk Should you be following China's and Japan's impetus and raising your exposure to TIPS? |
The Motley Fool
July 19, 2011
Chuck Saletta |
Don't Count on Social Security Thanks to both the short- and long-term risks to the Social Security system, securing your own successful retirement falls more on your individual shoulders today than it has in generations. |
BusinessWeek
January 27, 2011
Daniel Kruger |
The Two-Year Rally in TIPS May Be Over Inflation fears helped push up the price of the government bonds. With little inflation in sight, demand for TIPS is waning |
Financial Planning
April 1, 2012
Craig L. Israelsen |
Beyond Borders The benefits of investing in international stock are clear. |
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 Advisor
June 2004
Fuss & Hyll |
What You Don't Know About TIPS Are Treasury Inflation Protected Securities always tops? Not in a low inflation environment. |
The Motley Fool
May 16, 2006
John Dutemple |
Hot TIPS to Heed Stocks are best for the long run, but TIPS (Treasury-issued bonds) have a place in a diversified portfolio, too. With higher interest rates, they could pay off in the short run. |
The Motley Fool
December 1, 2005 |
Think Thrice Before Dividing in Thirds Portfolio allocations don't come in one-size-fits-all. A more sensible approach is to consider investment timeframes and, of course, what you can tolerate in terms of market volatility. |
The Motley Fool
January 24, 2009
Alex Dumortier |
Slam-Dunk Investment TIPS for 2009 There is a lesson here about Treasury Inflation-Protected Securities, TIPS, for all investors who wish to protect their assets -- even those who consider themselves purely stock investors. |
Financial Planning
December 1, 2010
Joseph A. Tomlinson |
No Sucker's Bet? If there were a prize for the most disparaged asset class, it would likely go to bonds. And the most disparaged bonds would almost certainly be Treasuries. |
Registered Rep.
April 5, 2010
Stan Luxenberg |
After a Rollercoaster Year, Are TIPS Attractive? Those can help to diversify portfolios and protect purchasing power. But for all the virtues of TIPS, they can be volatile creatures that suffer significant losses. |
The Motley Fool
February 23, 2010
Amanda B. Kish |
Are Advisors Making Smart ETF Choices? It looks like many of them are jumping on the bandwagon. |
Entrepreneur
October 2004
Scott Bernard Nelson |
At Your Finger TIPS Get a hold on high inflation rates with Treasury Inflation-Protected Securities. They're hot, and about to get hotter. |
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
May 1, 2010
Craig L. Israelsen |
Built to Last Every retiree wants to build a resilient retirement portfolio. One of the most important parts of such a portfolio is durability.A durable portfolio is one which outlasts the retiree. |
The Motley Fool
April 4, 2007
Zoe Van Schyndel |
Fixed-Income Fever The fixed-income universe for ETF investors has been limited to shades of gray rather than a full palette, until now. Two of BGI's new funds are mixed government/credit funds options, which invest in U.S. government and investment-grade corporate securities. |
Registered Rep.
April 22, 2014
Brad Zigler |
What To Do About Inflation Risk A number of fundamental and technical indicators are now signaling a buildup of inflationary pressures in the domestic economy. |
On Wall Street
October 1, 2013
Jeff Tjornehoj |
Are Alts Making the Grade? The most recent crop of alt fund contenders are performing like a classroom full of underachievers. |
Financial Planning
October 2, 2007
Craig L. Israelsen |
Smoothing the Path When comparing active and passive management, financial planners should look at the performance of the whole portfolio. What you find may surprise you. |
Financial Planning
February 1, 2011
Craig L. Israelsen |
Consistency Matters What have we learned from analyzing four decades of asset class returns? Just this: An equally weighted, multi-asset approach to building investment portfolios is the model of consistency through booms and busts. |
Financial Planning
June 1, 2005
Craig L. Israelsen |
Three's Not a Crowd How passive fund investors can get the best exposure to the whole U.S. market. |
Entrepreneur
June 2006
Scott Bernard Nelson |
The Long of It The 30-year bond has made a comeback, but individual investors might be better off picking bonds their own size. |
Registered Rep.
April 22, 2013
Brad Zigler |
Time For A Deflation Hedge? A handful of funds promise protection against falling prices. |
The Motley Fool
April 19, 2008
Amanda B. Kish |
Bill Gross to Investors: Run Away! Which segment of the market the world's largest bond fund is avoiding, and a look at bond ETFs. |
Financial Planning
August 1, 2012
Craig L. Israelsen |
Commodity Confidence Find a commodity fund that adds value to an overall portfolio by virtue of its raw performance as well as by virtue of its low correlation with the other portfolio ingredients. |
Financial Planning
July 1, 2008
Daniel Thurmaier |
Boring Is Beautiful As investors' nerves fray, typically ho-hum mutual fund classes suddenly became sexy as they calmly stay the course, seemingly oblivious to crashing housing markets and lenders gone wild. |
Financial Planning
July 1, 2010
George Strickland |
TIPS and Ladders Investors are worried about inflation rising. One way to measure their level of anxiety is to look at the break-even rate between Treasury Inflation-Protected Securities (TIPS) and fixed-rate Treasury notes. |
The Motley Fool
June 1, 2011
Dan Caplinger |
Bonds Aren't as Good as They Look But people keep buying them. |
