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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 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 June 1, 2013 Craig L. Israelsen	Update for Investing's Classic 'Efficient Frontier' Modern Portfolio Theory relies in part on the efficient frontier. But investors can now do better.
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 August 1, 2011 Israelsen & Howell	Being Reasonable Managing the expectations clients have for their investment portfolios can be more challenging than actually managing the portfolios themselves.
Financial Planning April 1, 2012 Craig L. Israelsen	Beyond Borders The benefits of investing in international stock are clear.
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 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.
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 March 1, 2005 Israelsen & Clement	Of Stocks and Funds Financial advisers need to explain to their clients that diversification can be a double-edged sword; protection against loss can sometimes insulate against return. Here's a performance comparison of individual stocks vs. equity funds in 2004.
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.
Financial Planning March 1, 2007 Craig L. Israelsen	Tales of the Tape When you look at annual returns, stocks, equity mutual funds and indexes tell surprisingly different stories.
Financial Planning August 1, 2013 Craig L. Israelsen	Does the Sequence of Market Returns Matter? The markets have good years and bad years, but the impact on a client s investments depends on the timing.
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, 2011 Craig L. Israelsen	Getting Back In For the most conservative clients, the most prudent way to reenter the equity markets is by degree. For investors with well-diversified portfolios and lengthy holding periods, a lump-sum approach will likely produce better outcomes.
Financial Planning July 28, 2005	Mutual Fund Monitor No one can know with certainty what interest rates are going to do. But understanding how various broad environments are likely to impact the investment landscape helps us make well-reasoned portfolio allocation decisions that don't depend on getting rates exactly right.
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 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 April 1, 2013 Craig L. Israelsen	Value vs. Growth: Which Investing Strategy Is Better? How do returns from these two types of equities compare? We test them - and find a real difference in performance.
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 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 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 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.
Financial Planning April 1, 2005 Craig L. Israelsen	The Virtues of Consistency One important measure of mutual fund performance is an absence of volatility. Can "slow and steady" really win the race?
Financial Planning February 1, 2005 Israelsen & Farr	Now You See It... Domestic small-cap equity funds, particularly those with a value tilt, are a fundamental component of any well-designed equity portfolio. The trick is finding ones that are for sale.
Financial Planning July 1, 2010 Craig L. Israelsen	Alpha and Beta Can a portfolio consisting entirely of beta-producing elements produce alpha? The answer is clearly yes.
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 February 1, 2007 Steve Savage	Short-Term Slumps Many great managers share common traits, including a willingness to own unpopular names, to make decisions based on long-term analysis and to maintain the discipline to ignore painful shorter-term market swings. This ability to ignore painful shorter-term swings is being tested as we speak.
Financial Planning March 1, 2011 Temma Ehrenfeld	Diversification Works Investors with diversified portfolios who rode out the crash actually owned slightly bigger portfolios at the end of 2010 than they had at the peak of the market in 2007.
The Motley Fool August 29, 2011 Alex Dumortier	Don't Expect Anything Over 7% The numbers don't lie; 7% is the expected return for U.S. stocks.
Financial Planning July 1, 2013 Craig L. Israelsen	Best Way to Increase Retirement Savings In helping clients increase their retirement savings, which is more important: higher contributions or higher returns?
The Motley Fool July 7, 2005 Selena Maranjian	Those Poor, Deluded Rich People ... A recent survey shows the misguided wealthy are at risk of not remaining rich, due to unrealistic performance goals, under-diversification and poor financial advising.
The Motley Fool November 28, 2011 Morgan Housel	Stocks and Bonds: Mind the Gap The gap between the earnings yield on the S&P 500 and 10-year bonds is now about as wide as it's been in a half-century.
Investment Advisor November 2006	Falling Term Insurance Rates The Hartford's changes in underwriting have resulted in more categories and lower rates. Here's an example of how the rates for a 10-year term life policy have dropped.
The Motley Fool May 21, 2007 S.J. Caplan	Investor 007's Bond Dossier Bond basics and beyond. A look at the week's activity in the bond market, and much more. Spying on rates: U.S. Treasury -- 2-year... 5-year... Clues to the market... Detecting developments... Hot tip...
InternetNews January 30, 2007 Paul Shread	Technical Analysis: Bulls Try Again Stocks may not be going up in a hurry, but at least they're not going down.
InternetNews July 24, 2007 Paul Shread	Technical Analysis: Selling Turns Intense Once Again And that's a good thing, we hope.
InternetNews August 7, 2007 Paul Shread	Technical Analysis: S&P Gets Stopped The S&P 500 stalled at a big level Tuesday.
The Motley Fool January 31, 2008 Todd Wenning	This Will Scare You Silly As scary as the current and potential 10-year returns for the S&P sound, investors who added international stocks to their portfolio in 1998 have still come out ahead.
The Motley Fool December 3, 2009 Selena Maranjian	Think You're Diversified? Think Again. Emerging markets funds can really add some real diversification to your portfolio.
The Motley Fool March 15, 2008 Todd Wenning	This Will Scare You Silly Take a look at some scary annualized returns from index and bond funds, and what you can do to maximize your portfolio's returns.
InternetNews October 25, 2005 Paul Shread	Technical Analysis: Pullback Buyers stepped in to support the market on Tuesday.
InternetNews July 23, 2007 Paul Shread	Technical Analysis: Uninspired Bounce Today's bounce appeared to run into plenty of selling pressure, at least in the tech sector, where the Nasdaq had to fend off a few bouts of selling just to end the day in the green.
InternetNews July 18, 2007 Paul Shread	Technical Analysis: S&P Hangs On The S&P 500 bounced right where it was supposed to on Wednesday.
InternetNews October 17, 2005 Paul Shread	Technical Analysis: Blue Chips Lead The Dow takes the early lead while investors wait for support from the bond market.
The Motley Fool September 23, 2010 Morgan Housel	Bond Bubbles? You tell us. Investors are plowing into bonds with abandon.
The Motley Fool December 9, 2010 Jared Cummans	Thursday's ETF to Watch: Treasury Ladder Fund (PLW) Is a bond bubble forming?
On Wall Street May 1, 2013 Matthew Lemieux	Getting Ready for Rising Rates Unfettered interest in fixed income has persisted, despite the reality that interest rates will rise.
InternetNews October 26, 2005 Paul Shread	Technical Analysis: Look Out For Bonds Rising long-term rates could pose trouble for stocks.