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The Motley Fool
September 14, 2006
Ryan Popple
When Should I Rebalance? Rebalancing a portfolio works best when it's linked to performance. Asset allocation can not only manage risk, it can also increase portfolio returns. mark for My Articles similar articles
Financial Advisor
November 2010
James Picerno
Rethinking Rebalancing Is it a risk management tool or a source of alpha? Maybe it's both. mark for My Articles similar articles
Financial Advisor
September 2005
Rick Adkins
What I Learned About Portfolio Rebalancing Why does conditional rebalancing work so well? Common sense: It allows the markets, not a calendar, to dictate when it is time to rebalance one's portfolio. mark for My Articles similar articles
Financial Planning
November 1, 2005
Marion Asnes
Advisers Speak Out Our new nationwide poll shows that for all financial advisors know about asset allocation, they're still having trouble making it work. mark for My Articles similar articles
Financial Planning
December 1, 2008
Gobind Daryanani
Balancing Acts How do you rebalance assets in these turbulent times? A new approach, called opportunistic rebalancing, squeezes more alpha out of rebalancing. 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
The Motley Fool
October 12, 2010
Kevin Brosious
Rebalance and Win With one quick move, your portfolio could have already recovered from the Great Recession. mark for My Articles similar articles
Financial Advisor
September 2007
David Lawrence
Efficient Rebalancing Whether you embrace traditional strategic allocation techniques or actively trading in and out of asset classes within an allocation, there is still a lot of work to do in managing portfolios and optimizing returns for clients within their risk constraints. mark for My Articles similar articles
Financial Planning
January 1, 2006
Marshall Eckblad
Bookshelf Rick Ferri's new book All About Asset Allocation shows investors how asset allocation and rebalancing into fixed asset classes can render consistent long-term results. mark for My Articles similar articles
The Motley Fool
August 11, 2009
Dan Caplinger
The Best Reason to Sell the Rally Now After just a few months, could it already be time to rebalance your portfolio again? mark for My Articles similar articles
Financial Planning
April 1, 2006
Israelsen & McDonough
Max Your MIPY Advancing the argument for reallocating to the prior year's middle-performing index fund. mark for My Articles similar articles
Financial Planning
April 1, 2008
Joel Bruckenstein
Revisiting Rebalancing Almost all financial planners agree that periodically rebalancing clients' portfolios should be standard operating procedure. But as yet, there is little if any consensus as to how rebalancing should be performed. mark for My Articles similar articles
Financial Advisor
October 2005
David Reilly
Is Risk Really A Four Letter Word? Once esoteric investing strategies, such as managed currency and commodity futures, real estate, short selling, arbitrage and event-driven strategies, allow portfolio risk management to be taken to the next level. Advisers, take note. mark for My Articles similar articles
The Motley Fool
February 23, 2007
Dan Caplinger
Don't Leave Your Investments on Autopilot An occasional look can reveal profitable adjustments to your portfolio. mark for My Articles similar articles
The Motley Fool
January 29, 2009
Dan Caplinger
Why Bogle Doesn't Bother to Rebalance Before you rebalance your portfolio, you should understand exactly why you're rebalancing -- and what impact it will have on your overall portfolio. mark for My Articles similar articles
Financial Planning
May 1, 2006
Joel Bruckenstein
Rebalancing Act A new software program that automatically performs sophisticated rebalancing -- and captures extra alpha -- is stimulating the market for similar offerings. Here's what's available. mark for My Articles similar articles
Investment Advisor
September 2005
Kathleen M. McBride
But Are They a Good Deal? MFS asset allocation funds pass the three-year mark and get high ratings from S&P. mark for My Articles similar articles
Financial Planning
March 1, 2006
Bob Veres
Beyond the Pyramid Think you know the state of the art in portfolio management? New research may offer some surprises -- and suggest new approaches. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
February 25, 2009
John Rosevear
Is Your Portfolio Stuck in 2006? In general, it is a good idea to rebalance your portfolio every couple of years to ensure that it's properly balancing risk and reward consistent with your long-term goals, but rebalancing may not be the right thing to do right now. mark for My Articles similar articles
Registered Rep.
February 24, 2015
Brad Zigler
Are Risk Parity Funds Worth The Cost? A while back, risk parity was all the rage among institutional investors. And now, thanks to a raft of mutual funds floated over the past five years, retail investors are able to tap into the strategy. mark for My Articles similar articles
Financial Planning
May 1, 2008
Mark Willoughby
Volatility Bites For those who had begun to underestimate the impact volatility can have on managing investment portfolios, the events of 2007 and early 2008 have been a sobering reminder. mark for My Articles similar articles
The Motley Fool
April 17, 2009
Dan Caplinger
This Is the Only Way You'll Earn 10% Returns Great returns aren't automatic anymore. But you can still get them. 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
Financial Advisor
August 2010
James Picerno
Searching For Progress Financial innovation is under fire. Failing to beat the market is only one reason. mark for My Articles similar articles
Investment Advisor
March 2006
Kathleen M. McBride
Allocation Without Borders Vice chairman and CIO of Alliance Bernstein Investment Research & Management Ranji Nagaswami argues that being free to select equities worldwide yields better performance with lower risk. mark for My Articles similar articles
Financial Advisor
August 2005
Rick Adkins
What I Learned About Portfolio Rebalancing The problem with calendar rebalancing is that it can totally miss the time points where rebalancing can yield the greatest payoff. Markets simply don't know what month it is; they move randomly. mark for My Articles similar articles
Financial Planning
March 1, 2006
Solow & Kitces
Test Your Tactical IQ One of the most basic decisions a planner must make is whether to follow a passive or active approach to managing client portfolios. Take this quiz to see if you're ready to become a more active asset allocator. mark for My Articles similar articles
Registered Rep.
January 1, 2003
Jason Van Steenwyk
Winning the "Loser's Game" Investing is an activity in which the victor often prevails because he makes fewer mistakes than his rival does. It is no different for financial advisors and your clients. mark for My Articles similar articles
Financial Advisor
January 2005
Joel Bruckenstein
First Look: iRebal---"The Intelligent Rebalancer" The iRebal software allows financial advisors to rebalance across accounts at the household level. Additionally, it is designed to help manage cash flows into and out of the portfolio. mark for My Articles similar articles
The Motley Fool
December 22, 2008
Dan Caplinger
Do This Today; Boost Your Returns Tomorrow The one-step way to make sure your portfolio bounces back. mark for My Articles similar articles
Financial Advisor
April 2008
C. & J. Carty
Capturing Alpha With ETFs An actively managed portfolio of exchange-traded funds can generate risk-adjusted excess returns above those of its individual funds -- a positive alpha. mark for My Articles similar articles
Financial Advisor
May 2011
David Lawrence
The Challenge Of Rebalancing Here are the pros and cons of using an automated system for this arduous task. mark for My Articles similar articles
Financial Planning
July 1, 2005
Israelsen & McDonough
Bet Your BIPY In an ongoing quest to refine which strategies work best in the battle between growth and value investments, this article goes further to examine tactical asset allocation approaches using growth indexes. 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
Financial Advisor
November 2011
Dan Moisand
Timing Is Nothing Just because you rebalance doesn't mean you're a market timer. mark for My Articles similar articles
Investment Advisor
January 2006
Callahan & Howard
Risky Business The primary goal of financial advisors is to make life less risky for clients. But using style boxes to determine risk in a portfolio is a fool's errand. mark for My Articles similar articles
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. mark for My Articles similar articles
Registered Rep.
May 17, 2011
Jerry Gleeson
Q&A: Swedroe's Active Interest in Passive Investing How can advisors make their case to skeptical investors regarding passive investing? mark for My Articles similar articles
On Wall Street
October 1, 2012
Jeff Tjornehoj
Great Expectations for Alternative ETFs The explosive growth of alternative exchange-traded funds has raised the question of whether they ve met the expectations of their investors. mark for My Articles similar articles
Financial Planning
July 1, 2006
Ken Haman
Creating V.A.L.U.E. Effectively managing clients' emotions is the skill that distinguishes the most successful financial advisers from the rest of the pack. Following this five-step process can help you get started. mark for My Articles similar articles
Financial Advisor
December 2009
James Picerno
The First Step There are no easy answers for asset allocation, but at least there's a practical starting point. mark for My Articles similar articles
Financial Planning
April 1, 2006
John J. Bowen
The Enemy Within Use the principles of behavioral finance to keep your clients -- and yourself -- from making costly investment mistakes. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
October 10, 2008
Is Now a Good Time to Rebalance a 401(k)? We ask a panel of Fool analysts. mark for My Articles similar articles
The Motley Fool
August 30, 2010
Dan Caplinger
Don't Wait Another Day to Do This Your allocations have gotten out of whack. Do something about it. mark for My Articles similar articles
The Motley Fool
February 9, 2010
Dan Caplinger
Don't Let Your Investments Blindside You Do it yourself and know what you're getting. There are some things you're better off doing yourself and managing your retirement savings is one of them mark for My Articles similar articles
Financial Planning
August 1, 2005
John Nersesian
The Full Monte By presenting clients with a range of potential results before they experience them and showing them the impact of their investment choices, planners can manage clients' expectations much better than with standard linear forecasting. mark for My Articles similar articles
Financial Advisor
May 2005
Cohen & Overgard
Risk Is More Than Standard Deviation Understanding risk when investing in a hedge fund is extremely critical. The hedge-fund return patterns are more important than historical returns. mark for My Articles similar articles
Financial Advisor
December 2004
Sydney LeBlanc
The Gift of Rebalancing Advisors are once again in the throes of year-end activities regarding their clients' accounts. And while this may be when to rebalance portfolios, how to do it is debatable. mark for My Articles similar articles