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The Motley Fool
January 20, 2006
Doug Short
Competing With the S&P 500 If you want to increase your chance of beating the S&P 500 year after year, one good way is to broaden your investment choices to include a generous mix of smaller caps and international equities. Mutual funds and ETFs offer an easy means to get that degree of breadth. mark for My Articles similar articles
Financial Advisor
August 2009
Craig L. Israelsen
A Better Balanced 'Core' Balanced funds are based on outdated models and need to be better diversified. 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
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. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
January 13, 2007
Doug Short
Beating the S&P 500 If your portfolio gained less than 15.8% last year, perhaps it's time to think outside the box. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
December 9, 2010
Dan Caplinger
Why Mega-Cap Stocks Are Not Enough Before you jump into the biggest, most popular index funds that are based on the S&P 500 index, think twice. mark for My Articles similar articles
Financial Planning
October 2, 2007
Craig L. Israelsen
Smoothing the Path When comparing active and passive management, financial planners should look at the performance of the whole portfolio. What you find may surprise you. mark for My Articles similar articles
Financial Planning
September 1, 2007
Donald Jay Korn
Different Strokes This summer's volatile markets proved that allocating funds among uncorrelated assets really does work. mark for My Articles similar articles
Financial Planning
September 1, 2009
Craig L. Israelsen
Upper-Left Quadrant Prudent investing requires the construction of multi-asset portfolios. mark for My Articles similar articles
The Motley Fool
December 22, 2003
Mathew Emmert
REIT-allocate Your Portfolio A look at the diversification and income-producing benefits of Real Estate Investment Trusts (REITs), along with some conservative strategies for putting REITs to work in your portfolio. mark for My Articles similar articles
Financial Planning
February 1, 2006
Joan Warner
The Case For Portable ALPHA As international markets become more correlated, the need for financial advisers and money managers to access greater diversification -- while hedging risk -- could make this strategy investing's next hot model. mark for My Articles similar articles
Financial Planning
February 1, 2008
Craig L. Israelsen
Winners by Default Target-date and balanced funds have become the main default options in corporate retirement plans. But which one is better? mark for My Articles similar articles
BusinessWeek
January 31, 2005
A Fixed-Income Fund with a Twist Bill Eigen of Fidelity Strategic Income says a broadly diversified focus and careful risk management help his fund outperform 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
Investment Advisor
April 2006
Ben Warwick
The Puzzler: The Tilt of Beating the Market? The uncorrelated nature of portfolio tilts creates a type of safety net that puts the advisor in the driver's seat. Combined with tax-loss selling and account rebalancing, portfolio tilts are a powerful addition to an arsenal and a nearly fool-proof way to generate alpha for clients. 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
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? 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
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
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? mark for My Articles similar articles
Real Estate Portfolio
Nov/Dec 2004
Christopher M. Wright
But Don't I Already Own REITs? Broader index shares (e.g. S&P 500 or Russell 2000) do not a REIT allocation make. mark for My Articles similar articles
Financial Planning
September 1, 2009
Geoff Considine
Not Without Risk Any discussion of whether the theoretical constructs of asset allocation and diversification broke down must start with a reasonable estimate of what they were supposed to provide. mark for My Articles similar articles
The Motley Fool
May 7, 2007
Amanda B. Kish
Vanguard's Best Index Funds Which index funds should you have in your portfolio? Vanguard 500 Index Fund... Vanguard Small-Cap Index... Vanguard Total International Stock Index... etc. mark for My Articles similar articles
Financial Planning
July 1, 2007
New Products Alternatives: State Street Global Advisors has launched five fixed-income SPDR ETFs... Unit investment trust based on the KLD Global Climate Change 100 Index... etc. 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
Financial Planning
September 1, 2006
Elizabeth O'Brien
White Paper Performance: Keep Expectations in Check -- A study predicts that annual compound returns from various securities will be lower, over the coming 20 years, than they were in the previous three decades. mark for My Articles similar articles
The Motley Fool
July 28, 2004
Bill Mann
Index Funds: Still Your Best Bet So we're running to actively managed funds now? Not so fast, my friend. When Nathan Slaughter pointed his guns at the trusty, old index fund, many had to stop and ask whether The Motley Fool was abandoning one of its oldest principles. mark for My Articles similar articles
Financial Planning
June 1, 2005
Craig L. Israelsen
Three's Not a Crowd How passive fund investors can get the best exposure to the whole U.S. market. mark for My Articles similar articles
The Motley Fool
December 7, 2010
Michael Johnston
ETFs for the Forgotten Asset Classes Is this all-ETF portfolio well-rounded enough? mark for My Articles similar articles
Financial Planning
July 1, 2006
Israelsen & Walker
Right on Target? Life-cycle funds are relatively new. Here are the pros and cons of investing in target-date funds. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Real Estate Portfolio
Nov/Dec 2004
Art Gering
A Perfect Fit Over time, REITs have proven to be the missing piece for building a well-diversified portfolio. 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
BusinessWeek
September 6, 2004
Lewis Braham
How To Spot A Closet Index Fund When funds charge through the nose for index-like performance, it's particularly offensive. If you're holding an expensive index hugger, the best advice is to sell it. mark for My Articles similar articles
Financial Planning
May 1, 2005
Donald Jay Korn
Passive Investing Financial planners interested in passive real estate funds can choose from a broad array, from straightforward index mutual funds to ETFs to enhanced index funds. mark for My Articles similar articles
Registered Rep.
October 1, 2002
Stan Luxenberg
The Smart Way to Use Index Funds Now In the cold light of the bear market, advisors have discovered inherent flaws in the indices and the funds that track them. mark for My Articles similar articles
Financial Advisor
October 2008
Jerry Wagner
Bonus Copy: Are Investment Returns a "Crazy Quilt"? Callan Charts, or the Periodic Table of Investment Returns, provide advisors with a graphical guide to better returns with less risk than asset allocation portfolios. mark for My Articles similar articles
U.S. Banker
September 2002
Matthew de Paula
As Markets Wither, the Millionaire's Club is Flush The number of millionaires around the world actually looks to be growing despite drought-like market conditions. mark for My Articles similar articles
The Motley Fool
June 23, 2005
Nathan Slaughter
Take Your Portfolio on Vacation Even the most ardent patriot should consider non-American stocks. Many investors have been conditioned to fear anything that exists beyond their borders. Sometimes, though, you may actually like what you find. mark for My Articles similar articles
Investment Advisor
April 2006
Kathleen M. McBride
Anything but Middling Munder's Mid-Cap Core Growth Fund's Tony Dong has prospered by finding growth wherever. mark for My Articles similar articles
Financial Planning
November 1, 2005
Donald Jay Korn
Leaning Toward Lockstep Correlations between U.S. and foreign markets are increasing, but adherents insist that foreign investing can still reduce risk. 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
Real Estate Portfolio
Nov/Dec 2004
Christopher M. Wright
The Investment Landscape Martin Cohen of Cohen & Steers and Jim Keagy of Barclays Global Investors comment on the strong run the REIT equity market has been on and where REITs as an investment alternative are heading. mark for My Articles similar articles
BusinessWeek
July 18, 2005
Adrienne Carter
Pushing Index Funds A Bit Higher Mutual funds that start with indexing and then tweak here and there to help increase returns. mark for My Articles similar articles
Real Estate Portfolio
May/Jun 2006
Steve Bergsman
Indexes: An Investment Strategy or Investment Benchmark While real estate index fund investing remains a niche play, the number of individual funds continues to expand, which means conservative investors or those investors seeking to reduce volatility associated with actively managed funds have more options from which to choose. mark for My Articles similar articles
National Real Estate Investor
April 1, 2006
Jennifer Popovec
Leaving Their Comfort Zone Enticed by commercial real estate's healthy returns over the past several years, institutional investors continue to plow increasing sums of capital into an assortment of property markets, but with a new international twist. mark for My Articles similar articles