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AskMen.com
April 14, 2002
Rashmikant Patel
Starting A Portfolio Investors can easily understand and build a portfolio that conforms to their needs... mark for My Articles similar articles
The Motley Fool
February 4, 2004
Dave Braze
Creating a Comfy "Income Cushion" How much should a retiree keep in cash? mark for My Articles similar articles
Entrepreneur
October 2004
Dian Vujovich
In the Balance No matter how you slice it, having a blend of stock and bond funds in your personal portfolio is a must. If you're looking for an all-in-one fund, check out Oakmark Equity and Income Fund. mark for My Articles similar articles
Entrepreneur
April 2005
Dian Vujovich
Working Assets The Calamos Growth Fund is ranked No. 1 among multi-cap growth funds. The fund manager explains how he controls risk for the portfolio. mark for My Articles similar articles
The Motley Fool
August 25, 2004
Asset Allocation for Retirees A helpful way to approach asset allocation is to jot down how much you have, how much you want to withdraw each year, how quickly you expect your nest egg to grow invested in your various options, and how long your money needs to last. mark for My Articles similar articles
On Wall Street
October 1, 2011
Tom Roseen
The Global "Go Anywhere" Funds Investors have not given up on equity funds entirely, generally injecting net new money primarily into world equity funds, mixed-asset funds, and select commodity funds. mark for My Articles similar articles
Registered Rep.
April 14, 2011
Diana Britton
Advisors Get More Flexible Advisors and investors are turning to mutual funds with more flexible mandates to cushion their portfolios against the unknowns. mark for My Articles similar articles
The Motley Fool
October 29, 2004
Stocks vs. Bonds Stocks have grown faster than bonds in most time periods. mark for My Articles similar articles
The Motley Fool
June 23, 2004
Kinds of Funds Learn the difference between income funds and balanced funds. mark for My Articles similar articles
The Motley Fool
September 28, 2004
How to Think About Diversification There's no absolute best number of stocks to own. Too few and you've taken on too much risk. Too many and you've diluted the power of your holdings more than you had to. mark for My Articles similar articles
BusinessWeek
August 15, 2005
Don't Forget Home Equity To business professor Dean Gatzlaff, your home should be part of any asset allocation plan. mark for My Articles similar articles
Entrepreneur
June 2003
Dian Vujovich
A Sure Thing? Certain funds offer you guarantees -- for a price. mark for My Articles similar articles
BusinessWeek
April 17, 2006
Three Scenarios Variable Returns: Portfolio 1 -- 75% large cap... 25% bonds... Portfolio 2 -- 50% large cap... 25% small cap... Portfolio 3 -- 16.67% large cap... 16.67% mid cap... etc. mark for My Articles similar articles
The Motley Fool
October 29, 2004
Dayana Yochim
Need a Yawner Investment? If you're in the market for a safe little something for your portfolio, buy bonds. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Planning
February 1, 2006
Len Reinhart
A New Model An interview with Don Robinson, Lockwood's chief investment officer, about the general parameters of transforming retirees' portfolios into lifetime investment plans. mark for My Articles similar articles
Entrepreneur
April 2006
Dian Vujovich
Less Is More Quality counts more than quantity with the Janus Orion fund. mark for My Articles similar articles
The Motley Fool
March 25, 2004
Foolish Asset Allocation Moving in and out of the stock market every few months will not lead to success. mark for My Articles similar articles
The Motley Fool
May 20, 2005
William Stecker
How to Ruin Your Retirement Rather work on crossword puzzles than resumes? A simple financial plan can avert disaster. mark for My Articles similar articles
The Motley Fool
October 4, 2005
Fun With Funds A guide to common types of mutual funds. mark for My Articles similar articles
Investment Advisor
February 2007
Through Thick and Thin Balanced funds provide investors with diversification within the confines of a single investment vehicle by holding a portfolio of highly uncorrelated asset classes. mark for My Articles similar articles
Real Estate Portfolio
Nov/Dec 2004
Christopher M. Wright
Q&A with Roger Gibson Roger Gibson is a nationally recognized expert in asset allocation and portfolio design. In a recent interview he discusses among other things, diversification and where REITs fit into his clients' portfolios. mark for My Articles similar articles
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. mark for My Articles similar articles
Entrepreneur
May 2004
Dian Vujovich
Soft Money Wasatch Global Science & Technology is a flexible fund. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Planning
March 1, 2005
O'Toole & Steiny
The Perfect Process A disciplined approach to managing client assets is at the heart of financial planning. How does yours stack up? mark for My Articles similar articles
Entrepreneur
November 2004
Dian Vujovich
Switch Gears Flexibility is a key feature of convertible funds. mark for My Articles similar articles
Financial Planning
January 1, 2005
Mutual Fund Monitor Should you invest in bond funds or individual bonds? mark for My Articles similar articles
The Motley Fool
March 17, 2005
Robert Brokamp
Stocks for the Really Long Term Yes, stocks are the long-term investment of choice. But at any price? mark for My Articles similar articles
The Motley Fool
January 27, 2005
Dayana Yochim
Allocation for the Rest of Us How does your portfolio compare with that of the average affluent American? mark for My Articles similar articles
Investment Advisor
January 2006
Callahan & Howard
Boxes Are Not Classes Advisors who use style boxes as proxies for asset classes are performing a disservice to clients. Here's why characteristic boxes are not asset classes and allocating among various characteristic boxes is useless at best. mark for My Articles similar articles
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%. mark for My Articles similar articles
The Motley Fool
December 19, 2005
Mathew Emmert
The Lifetime Investment Strategy Let the power of dividends build you a portfolio that will stand the tests of time. mark for My Articles similar articles
BusinessWeek
October 10, 2005
This Fund's Flexibility Pays Off The go-anywhere Leuthold Core Fund prospers through its ability to invest in any kind of stock, bond, commodity, or future. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Planning
March 1, 2006
Marshall Eckblad
White Paper: Hedging Human Capital A new study concludes human capital and life insurance are two correlated pieces of any good portfolio. mark for My Articles similar articles
AskMen.com
September 30, 2001
Rashmikant Patel
Beating A Market Crash Forget about specific stock analyses and trying to figure out when's a good time to get in or out of the markets. Instead, stick to the factors that you can control, because they are more likely to help you out in the long run than any uncontrollable factors like stock prices... mark for My Articles similar articles
The Motley Fool
March 18, 2004
Selena Maranjian
What's a Bond? Think of bonds as IOUs, or long-term loans. mark for My Articles similar articles
Entrepreneur
January 2005
Dian Vujovich
Basket Case The saying "Don't put all your eggs in one basket" may have had its place on Wall Street during the past century, but with today's range of investment choices, that old axiom needs some rethinking. mark for My Articles similar articles
The Motley Fool
June 3, 2004
Investing Retirement Money Learn how to invest your retirement dollars in relatively "safe" ways. mark for My Articles similar articles
The Motley Fool
September 7, 2004
Salim Haji
How Many Stocks Should You Own? Diversification into stocks you don't fully understand could increase risk within your portfolio. mark for My Articles similar articles
The Motley Fool
March 24, 2005
Nathan Slaughter
Mutual Fund Meltdown Have you assembled your funds in a carefully orchestrated portfolio or in a haphazard collection? Collecting mutual funds is not a safe pastime. It's a financial disaster waiting to happen. mark for My Articles similar articles
Financial Planning
October 1, 2006
Joshua M. Kaplan
Out of Balance The mutual fund universe is quite expansive, with multitudes of funds that have reasonable initial investment minimums. By opting for a balanced fund, clients need to understand that they are relinquishing control of their allocation. mark for My Articles similar articles
The Motley Fool
December 29, 2003
What's a Mutual Fund? It's sort of like an investing club. mark for My Articles similar articles
The Motley Fool
June 17, 2005
Dayana Yochim
How the Well-Heeled Invest If nothing else, act like the rich in at least one way: Take a healthy slice of today's income -- maybe even 10% -- and put it away for your future. mark for My Articles similar articles
Registered Rep.
October 1, 2005
Stan Luxenberg
Taking the Sting Out of Taxes For high-net-worth investors, tax-sheltered accounts offer special opportunities. Because they need not worry about exhausting savings, wealthy clients can use shelters creatively to derive maximum tax and investing benefits. mark for My Articles similar articles
The Motley Fool
March 7, 2005
Bonds and Interest Rates Bond prices move in strange ways -- learn why. mark for My Articles similar articles
The Motley Fool
March 24, 2005
Josie Raney
Do Targeted Funds Hit Your Mark? Look before you take the lifecycle leap. If you're a beginning investor, these funds can offer inexpensive, no-fuss, diversification -- provided you choose the one that best suits your investing timeline and tolerance for risk. mark for My Articles similar articles
Entrepreneur
March 2005
Dian Vujovich
He's got game Frank Holmes, chief investment officer of U.S. Global Investments, is on a roll. Over the past few years, many of his firm's equity funds, including its Global Resources Fund, have racked up solid performance numbers. mark for My Articles similar articles