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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Financial Advisor August 2009 Craig L. Israelsen	A Better Balanced 'Core' Balanced funds are based on outdated models and need to be better diversified.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 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?
Financial Planning June 1, 2011 Craig L. Israelsen	The Rebalancing Premium The principle behind a traditional 60/40 investment portfolio is balancing two asset classes - large-cap U.S. stocks and U.S. bonds.
Financial Planning October 1, 2012 Craig L. Israelsen	How Planners Can Use Treasury Inflation-Protected Securities for a Portfolio If Treasury Inflation-Protected Securities are added to an equity-based portfolio, what is their impact on returns and volatility?
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 October 1, 2013 Craig L. Israelsen	Should Clients Avoid Bonds Now? With rates inching upward, some clients may want to skip fixed-income investments entirely. They shouldn't.
The Motley Fool March 7, 2005	Bonds and Interest Rates Bond prices move in strange ways -- learn why.
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.
Financial Planning September 1, 2008 Craig L. Israelsen	A Perfect Portfolio Investment portfolios should include a wide variety of diverse assets. Each one adds an important dimension to the portfolio because it behaves differently.
Registered Rep. July 1, 2005 Stan Luxenberg	A Tough, but Smart Sell Plenty of clients detest bond mutual funds, but a bond fund can be less volatile than a small portfolio of individual bonds. The typical fund is broadly diversified and includes hundreds of names.
The Motley Fool October 22, 2010 Amanda B. Kish	Are Bonds in a Bubble? Millions of Americans depend on the income from their bonds and bond funds to fund their golden years, so there could be lasting implications for scores of already battered investors if that bubble comes to pass.
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.
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 October 1, 2010 Craig L. Israelsen	Lost-and Found A well-diversified portfolio would have protected investors during the "Lost Decade" between 2000 and 2009.
Financial Planning January 1, 2005	Mutual Fund Monitor Should you invest in bond funds or individual bonds?
Financial Planning February 1, 2013 Craig L. Israelsen	Investment Portfolio Survival Test If you have clients who have already retired, make sure their portfolios can absorb the most violent shocks.
Financial Planning September 1, 2009 Craig L. Israelsen	Upper-Left Quadrant Prudent investing requires the construction of multi-asset portfolios.
Financial Planning April 1, 2012 Craig L. Israelsen	Beyond Borders The benefits of investing in international stock are clear.
Financial Advisor June 2010 Michelle Knight	Rising Rates Not Fatal Bond investments shouldn't automatically be sold off when interest rates rise. Here's why.
Financial Planning July 1, 2007 Matthew Posner	The Bond Buyer "Kicker" or "cushion" bonds provide benefits of which the buy-and-hold investor may not be aware.
Financial Planning March 1, 2008 Jason Brady	A Race for Income Most investors who are searching for income from their investments look at one factor: yield. Is this the right approach?
Financial Planning February 1, 2012 Craig L. Israelsen	Mid-Cap's Role Mid-cap U.S. equity is almost always included when advisors and investors assemble diversified portfolios. One way to see if this popularity is justified is to do an in-depth survey of mid-cap funds, and to see how these funds affect portfolio performance.
The Motley Fool December 2, 2009 Amanda B. Kish	Don't Buy This Junk The high-yield "junk" bond sector of the market has been on fire this year, but you should leave these bonds in the bin.
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 January 1, 2012 Craig L. Israelsen	Swapping Out If designed well, a diversified, multi-asset portfolio can provide growth during pre-retirement accumulation years and stable income flows during post-retirement distribution years.
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.
The Motley Fool April 24, 2007 John Rosevear	Bonds or Bond Funds? What's the best way to add bonds to your retirement portfolio?
The Motley Fool February 24, 2011 Amanda B. Kish	How to Invest in the Bond Bubble How do you invest in an inflated but necessary sector edging toward bubble territory?
Registered Rep. April 5, 2011 Stan Luxenberg	A Bond Bear Market? Not to Worry, Follow Vanguard's Bogle's System Under most scenarios, bonds will deliver modestly positive returns in coming years.
AskMen.com Michael Estrin	Investing In Bonds Having some bonds in your portfolio is not only a good way to make money, it's also a great way to diversify. Here's what you need to know before you invest in the 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.
The Motley Fool January 5, 2004 Mathew Emmert	Broken Bonds Even if you've just experienced a painful breakup with the stock market, don't go falling in love with bonds just because you're on the rebound. The plain truth is that looking for love in today's bond market could lead to another broken heart.
Entrepreneur July 2007 Scott Bernard Nelson	Play It Safe There's plenty of room in your portfolio for stocks - but to ride the wave of market volatility, diversify with bonds, too.
Financial Planning June 1, 2013 Donald Jay Korn	Investing Strategy: Individual Premium Bonds Individual bonds can address some of the interest rate risk found in bond funds. Just make sure the benefits apply to your clients.
Financial Planning March 1, 2010 Craig L. Israelsen	A Yale Tale The venerable Yale Endowment Fund serves as a performance benchmark for pension managers, endowment fund managers and money managers.
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 June 22, 2005	The Bond Scoop Ever wondered how bonds work? Here's the answer.
The Motley Fool March 21, 2011 Jacob Roche	A New Approach to Bond Funds Maturity-date funds take much of the risk out of bond funds.
Financial Planning July 1, 2005 Susan Weiner	Foreign Indebtedness The falling dollar has sparked an interest in international bonds, but advisers remain cautious.
The Motley Fool October 16, 2007 Zoe Van Schyndel	Buying Bonds Abroad For a number of years investing in foreign bonds was relatively difficult. With the launch of the SPDR Lehman International Trust Bond ETF, investors now have a readily available way to get exposure to non-U.S. fixed income securities.
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 November 1, 2009 Craig L. Israelsen	Best and Worst of Bonds Investors often forget that different types of bonds, like stocks, can provide wildly different returns. This was never truer than in 2008.
Financial Advisor November 2010 Virginia Munger Kahn	Considering Convertibles Historically, convertible bonds have done well in sideways, volatile markets such as those of the late 1970s and early 1980s.
Financial Advisor April 2010 Marla Brill	A Good Complement More advisors think both bond mutual funds and ETFs belong in client portfolios.
The Motley Fool April 16, 2008 Zoe Van Schyndel	Searching for Income in a Volatile World These global bond funds search the globe for income.
BusinessWeek February 4, 2010 Tara Kalwarski	How to Fix Your Bond Mix Here's how three funds allocate bonds for people retiring in 2010
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?
The Motley Fool September 7, 2006	Long Bonds and Zero Coupons Think of bonds as loans -- and perhaps consider investing in some.
The Motley Fool February 3, 2009 Dan Caplinger	Betting on January's Big Winners For investors who dared to venture outside the stock box, January brought some good news. Within long-neglected asset classes, such as the corporate bond market, investors who beat the crowd reaped some healthy rewards.