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Financial Planning March 1, 2011 Craig L. Israelsen	Nest Egg Survival After spending your working years accumulating money, you face a rude awakening in retirement when that growth is replaced by withdrawal. This drawdown phase might be described as the relentless cracking of the retirement nest egg.
Financial Planning December 1, 2009 Craig L. Israelsen	Disappearing Act In light of the recent market implosion, clients are anxious to make up for lost time (and returns). When their needs in retirement are unrealistic, their portfolios cannot support them. However, the composition of their portfolios can mitigate the blow.
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 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 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.
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, 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Financial Advisor August 2009 Craig L. Israelsen	A Better Balanced 'Core' Balanced funds are based on outdated models and need to be better diversified.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 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 December 1, 2012 Craig L. Israelsen	Cash Is Not Trash: How to Maximize this Asset Class Tempted to leave this asset class out of a portfolio? Don t be swayed.
Financial Planning January 1, 2011 Craig L. Israelsen	Measuring Stick It's worth the effort to calculate the performance of a mutual fund under different investing assumptions.
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 February 1, 2006 John Nersesian	Hatching a Nest Egg As the baby boomers approach retirement, financial planners will have to shift their focus from accumulation to distribution. Here's what matters.
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 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 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.
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.
On Wall Street October 1, 2011 Don Schreiber, Jr.	The Beauty of Dividend-Paying Stocks With the vast majority of investors getting closer to retirement and becoming more risk adverse, advisors should create balanced portfolios using a mix of bonds and high-yielding dividend stocks to potentially increase return and reduce risk.
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 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, 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?
Financial Planning September 1, 2009 Craig L. Israelsen	Upper-Left Quadrant Prudent investing requires the construction of multi-asset portfolios.
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.
Science News May 28, 2005 Ivars Peterson	Mean Median Surprise Mathematicians found, using three numbers, each M&m (mean and median) sequence they found would stabilize, eventually reaching a constant value.
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 January 1, 2005 Israelsen & Sechler	Survival of the Fittest How does volatility affect mutual fund performance over 40 years of systematic withdrawals?
Financial Planning April 1, 2012 Craig L. Israelsen	Beyond Borders The benefits of investing in international stock are clear.
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 Advisor February 2011 Somnath Basu	Mistiming Retirement The portfolios of many people who retired shortly before the 2008 market crash still have not recovered. But advisors can help to mitigate such "sequence risks."
Financial Advisor May 2012 Bill Bengen	How Much Is Enough? The father of the 4 1/2% rule for retirement portfolio withdrawals analyzes its past, present and future performance.
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 June 23, 2009 Robert Brokamp	It's Already Worse Than the Depression Until you've fixed your crystal ball or perfected time travel, a smartly created, well-diversified portfolio should be the foundation of your retirement savings.
The Motley Fool October 14, 2009 Robert Brokamp	It's Already Worse Than the Depression Your grandparents' retirement portfolio may have looked better than yours. What can you do about it?
Science News May 17, 2003 Ivars Peterson	Sequence Puzzles Neil A.J. Sloane of AT&T Shannon Labs in Florham Park, N.J., has been collecting number sequences ever since he was a graduate student at Cornell University in the 1960s.
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 November 1, 2005 Randy Lert	Stick to Your Guns! Investment managers have stayed bullish on investment underdogs despite a market that has been going the other way. Their favorite category by far is large-cap growth stocks, yet according to several surveys, those stocks only rose 1.7%.
Science News September 28, 2002 Ivars Peterson	Stepping Beyond Fibonacci Numbers Trying variants of a simple mathematical rule that yields interesting results can lead to additional discoveries and curiosities.
Financial Planning February 1, 2010 Craig L. Israelsen	It's in the Past Can correlations between mutual funds' past performance and risks tell us anything about their future?
Science News April 6, 2002 Ivars Peterson	The EKG Sequence Sequences of numbers have long fascinated both amateur and professional mathematicians. Here's a recently discovered example that has prompted some serious mathematical investigation...
Financial Advisor May 2011 Joel P. Bruckenstein	Income Discovery Fiducioso Advisors helps build better retirement income plans.
The Motley Fool October 21, 2004 William Stecker	How to Ruin Your Retirement How you allocate and spend down your nest egg will have a significant impact on your golden years.
Science News August 28, 2004 Ivars Peterson	More Progressive Primes In July, Markus Frind, Paul Jobling, and Paul Underwood announced that they had discovered the first sequence consisting of 23 prime numbers in arithmetic progression. This surpasses the previous record of 22 primes in arithmetic progression, set in 1993.
Chemistry World July 13, 2011 Hayley Birch	Naked mole-rat genome holds clue to beating cancer The recently published draft sequence of the naked mole-rat genome promises to reveal the secrets of its long and remarkably cancer-free existence, potentially providing new targets for anti-cancer drugs.
Science News June 3, 2006 Ivars Peterson	Fibonacci's Missing Flowers The number of petals that a flower has isn't always a Fibonacci number. You have to be careful when you're building mathematical models of natural phenomena.