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The Motley Fool November 25, 2008 Dan Caplinger |
Did Asset Allocation Work? Some funds claimed to protect you from the downturn. Did they deliver?  |
Financial Advisor March 2004 Marla Brill |
Was Last Yearis Rally A Headfake? Jeremy Grantham says yes, and thinks the bear market will return in 2005.  |
Financial Advisor August 2010 James Picerno |
Searching For Progress Financial innovation is under fire. Failing to beat the market is only one reason.  |
On Wall Street October 1, 2008 Tim Knepp |
Question Assumptions It's time to ask ourselves whether the blunt tools of broad asset class definitions and traditional asset allocations provide an adequate defense against the complex risk and interaction of today's markets.  |
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A Better Balanced 'Core' Balanced funds are based on outdated models and need to be better diversified.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 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.  |
Financial Planning September 1, 2011 Donald Jay Korn |
Double Plays When clients want a total return fund, it may be difficult for advisors to sort out the options. Determining what role a total return fund can play in a client's portfolio requires a deeper understanding of this confusing category.  |
The Motley Fool July 31, 2007 Amanda B. Kish |
Funds for Impatient Investors Asset allocation funds typically invest in a mix of stocks and bonds to hopefully lower risk and gain higher returns over time. Research shows that investors tend to hold these mutual funds longer.  |
BusinessWeek May 14, 2009 Aaron Pressman |
Allocation Funds Are on the Rise New funds that switch among different asset classes are gaining popularity with investors tired of constant loss.  |
Financial Planning April 1, 2007 Craig L. Israelsen |
Send in the Clones? Target-date funds are proliferating, and they're astonishingly similar. Sadly, they're not astonishingly excellent.  |
The Motley Fool February 6, 2009 Dan Caplinger |
The Investing Secret You Need to Know A winning mutual fund strategy boils down to asset allocation.  |
On Wall Street June 1, 2011 Carl Resnick |
ETFs: The Ideal Asset Allocation Tool? True diversification has become the primary focus of smart advisors. To the benefit of these advisors and their clients, a wide range of well-built exchange-traded funds has emerged to represent just about every asset class available.  |
Financial Advisor October 2006 Joshua M. Kaplan |
When Did REITs Become An Asset Class? REITs as an asset class eventually will fade away, most likely when the returns become less attractive and the real estate market slows further. It's a fad, plain and simple.  |
Financial Planning October 1, 2009 Craig L. Israelsen |
An Age-Old Question Age plays an important role in determining asset allocation. The general consensus is, the older you get, the less risk you should take.  |
The Motley Fool July 1, 2010 John Rosevear |
You Need This Offbeat Investment Some funds -- which Morningstar calls "moderate allocation" funds -- take nonstandard approaches to investing: Some take short positions, some buy and sell options, some invest in commodities, some combine all of the above and more.  |
The Motley Fool May 19, 2010 Alex Dumortier |
Are You Scared of Emerging-Market ETFs? It's time to reduce allocations to emerging markets.  |
Investment Advisor April 2010 Robert J. Lindner |
Expert's Corner: Putting It in Neutral Advisors can improve a client's portfolio by using a market neutral strategy.  |
Investment Advisor August 2008 Melanie Waddell |
Time for an Alternative The volatile market is sparking more use of alternative assets  |
On Wall Street September 1, 2008 J Gibson Watson |
The Sleeping Bear Has Emerged. Now What? The hardest-hit market segments are often the ones that will lead the pack during the subsequent recovery.  |
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.  |
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.  |
The Motley Fool January 10, 2011 Alex Dumortier |
3 Winning Investment Themes for 2011 If you're interested in asset allocation, the start of the year is an opportunity to think about the best way to position your portfolio for success around a small number of investing ideas. Here are three ideas to get you started.  |
The Motley Fool February 16, 2011 Amanda B. Kish |
A Helping Hand With Your Investments Options for folks who want a little bit of help in crafting their asset allocation.  |
On Wall Street September 1, 2011 Elizabeth Wine |
Active Resistance It's not been a good recovery for actively managed mutual funds. Investors have been steadily pulling money out, while sending waves of cash into passively managed index funds and exchange-traded funds.  |
The Motley Fool February 3, 2011 Dan Caplinger |
How Investors Beat the Great Recession A simple strategy brought many back to even. Many investors use asset allocation strategies to spread their risk across various types of investments.  |
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.  |
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.  |
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  |
Financial Planning February 1, 2010 Paul Menchaca |
Growth Spurts It's still tricky to invest for retirement, but planners are starting to seek out long-term growth. Next trick: convincing skittish clients.  |
Financial Planning September 1, 2009 Craig L. Israelsen |
Upper-Left Quadrant Prudent investing requires the construction of multi-asset portfolios.  |
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 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.  |
Financial Planning September 1, 2007 Israelsen & Nagengast |
Missing The Target? The asset allocation timeline for target-date funds may be too aggressive for many investors.  |
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.  |
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.  |
The Motley Fool February 5, 2010 Tim Hanson |
The Stocks You Need to Buy Now Do you know what you're missing? With an asset allocation plan and additional foreign exposure, your portfolio will be better positioned to profit over the next decade.  |
Investment Advisor December 2008 James J. Green |
The Failure of Asset Allocation Asset allocation can explain past market performance, but not predict which allocation will work in the future.  |
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%.  |
Investment Advisor September 2010 Savita Iyer-Ahrestani |
Overlooked Managers: Two Guys With Two Goals For Sierra Investment Management, understanding risk inherent in every asset class has enabled it to outperform, while avoiding the worst disasters in financial market history.  |
Financial Planning December 1, 2008 Donald Jay Korn |
Submerging Markets Does it make sense to put money into emerging-markets stocks or funds now, at the current depressed prices?  |
Financial Advisor December 2009 Evan Simonoff |
Absolute Return Obsession With the correlation landscape changing, the interest in absolute return funds is growing.  |
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.  |
Financial Planning December 1, 2005 Donald Jay Korn |
Seven-Year Hitch? Small-cap stocks have been big winners ever since the last century, but keeping the good times rolling could be a major challenge for financial planners.  |
Investment Advisor November 2009 Melanie Waddell |
Danger & Opportunity: Crafting a Better Target Date Fund A conversation with Bob Reynolds about Putnam's revamped target date funds as well as the investing environment in general.  |
The Motley Fool February 8, 2011 Amanda B. Kish |
Are Emerging Markets in Danger? Time will tell whether the current blip in emerging markets' fortunes is temporary or the start of a more pervasive downward trend.  |
Financial Planning September 1, 2008 Marion Asnes |
The New, New Economy The real estate crisis is still going on. Oil prices have skyrocketed. The financial markets are swinging like pendulums. Welcome to the new economy.  |
The Motley Fool December 2, 2009 Amanda B. Kish |
Don't Buy This Junk The high-yield "junk" bond sector of the market has been on fire this year, but you should leave these bonds in the bin.  |
Registered Rep. August 26, 2014 Brad Zigler |
What's An Asset Allocation ETF Really Worth? There are now 40 exchange traded products in the asset allocation category -- most of which are young with short track records  |
The Motley Fool April 20, 2011 Eric Dutram |
Comparing Three Diversified Portfolio ETFs Keep your portfolio diversified!  |
Investment Advisor February 2009 |
A New Benchmark for Advisors With many advisors using an asset allocation strategy, the S&P 500 is no longer a great benchmark against which to set your pace. Take a look at these new benchmarks.  |