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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.  |
Financial Advisor November 2010 James Picerno |
Rethinking Rebalancing Is it a risk management tool or a source of alpha? Maybe it's both.  |
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.  |
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.  |
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.  |
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?  |
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.  |
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.  |
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.  |
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?  |
Financial Planning April 1, 2006 Israelsen & McDonough |
Max Your MIPY Advancing the argument for reallocating to the prior year's middle-performing index fund.  |
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.  |
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.  |
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.  |
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.  |
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.  |
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.  |
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.  |
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.  |
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.  |
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.  |
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.  |
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.  |
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.  |
Financial Advisor August 2010 James Picerno |
Searching For Progress Financial innovation is under fire. Failing to beat the market is only one reason.  |
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.  |
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.  |
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.  |
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.  |
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.  |
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.  |
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.  |
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.  |
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.  |
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.  |
Financial Advisor November 2011 Dan Moisand |
Timing Is Nothing Just because you rebalance doesn't mean you're a market timer.  |
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.  |
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.  |
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?  |
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.  |
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.  |
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.  |
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.  |
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.  |
The Motley Fool October 10, 2008 |
Is Now a Good Time to Rebalance a 401(k)? We ask a panel of Fool analysts.  |
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.  |
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  |
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.  |
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.  |
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.  |