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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.  |
Financial Planning June 1, 2006 Len Reinhart |
Bonds for Boomers There are significant differences between the traditional approach to bond investing and the approach that will best serve the needs of today's high-net-worth retirees. Here's an overview for financial advisers on bonds for this group.  |
Investment Advisor August 2008 Melanie Waddell |
Time for an Alternative The volatile market is sparking more use of alternative assets  |
Financial Planning February 1, 2005 Len Reinhart |
Multiple Choice No single product will meet all the needs of aging boomers. Advisers must develop strategies combining multiple products into retirement portfolios.  |
Financial Planning October 1, 2006 Len Reinhart |
Global Positioning Financial advisors need to rethink the basics of international investing for retiring boomers.  |
Financial Planning August 1, 2008 William Harding |
A Different Mix As investors suffer through this year's unstable market, the wounded are talking about alternative investments.  |
Financial Planning December 1, 2008 Suzanne McGee |
The Perfect Alternative Is there an asset class for your clients portfolios whose price moves in the opposite direction to that of mainstream investments like stocks and bonds?  |
Investment Advisor April 2007 Michael S. Fischer |
Behind the Curtain RIAs and their high-net-worth clients have dramatically increased the use of alternative investments in their portfolios in recent years, and are on track to continue this trend. However, not all advisors, much less their clients, are comfortable with alternatives.  |
Investment Advisor September 2008 |
21st Century Asset Allocation Over the past several years, institutional investors increasingly have opted to allocate a portion of their portfolios to alternative investments as a way to smooth out market volatility. This trend is now spreading to the retail marketplace.  |
Financial Planning August 1, 2007 Len Reinhart |
Role Reversal The financial planning industry will have to meet the challenge of creating and managing portfolios that outlive their owners, provide inflation protection and guarantee financial peace of mind in the retirement years.  |
Financial Planning August 1, 2005 Len Reinhart |
Staying Active To fund boomers' later-life plans, advisers will need to change the way they think about active and passive portfolio management.  |
Financial Planning July 1, 2008 Elizabeth O'Brien |
Foundation for Retirement Foundations and endowments can teach advisors strategies for constructing and maintaining retirement income portfolios. Here's a look at how.  |
Financial Planning November 1, 2009 Brian Gaffney |
Attitude Adjustment Today, more than a year after the fall of Lehman Brothers, investors seem to be breathing a bit easier.  |
Financial Planning December 1, 2009 Craig L. Israelsen |
Disappearing Act In light of the recent market implosion, clients are anxious to make up for lost time (and returns). When their needs in retirement are unrealistic, their portfolios cannot support them. However, the composition of their portfolios can mitigate the blow.  |
Financial Planning February 1, 2007 David Macchia |
Protect Retirement Financial advisors should pay attention to ROI -- not return on investment, but reliability of income. Planners must help clients assess the real capacity of their portfolios to generate long-term retirement income.  |
Real Estate Portfolio Nov/Dec 2008 Allen Kenney |
On the Road to Retirement Target date funds are taking a closer look at where retirees will end up, and changes are coming that could pay dividends for REITs.  |
Investment Advisor September 2005 Greg Salsbury |
Harvest Time As Americans live longer, advisors need to switch their emphasis from accumulating assets to making existing assets last.  |
Financial Planning April 1, 2006 Len Reinhart |
The Equity Puzzle Stocks are a critical component of lifetime investment plans, but clients need more than cookie-cutter allocations and market-mirror index funds.  |
Financial Advisor June 2006 Tracey Longo |
Symposium Roundup The 2nd Annual Financial Advisor Symposium showed how to transform your practice to meet retiring boomers' needs.  |
Investment Advisor September 2009 Lewis Schiff |
The Affluentialist: Building Retirement Portfolios Now Few advisors use a cookie cutter approach to retirement income support.  |
On Wall Street January 1, 2010 Matthew Leung |
Getting Retirement Portfolios Back on Track Previous assumptions about asset allocation, diversification and the appropriate levels of risk in portfolios are being challenged.  |
Financial Advisor July 2006 Milton Ezrati |
Fixed-Income Conundrum After years in which investors were able to get adequate and attractive real returns with effectively no credit risk, the fixed-income market now offers little yield or potential return.  |
On Wall Street December 1, 2008 William Harding |
Endowments Offer Investment Lessons for Retirees The number of Americans who turn 65 each week could fill a sports stadium -- and they all need income. Portfolios for people saving for retirement should be structured differently from those already there.  |
Investment Advisor March 2007 Susan L. Hirshman |
Managing Fear, Maintaining Your Edge How to educate and enlighten your clients on alternative investments.  |
Financial Planning June 1, 2007 Steve Savage |
Consider the Alternatives Think twice before pitching hedge funds and private equity to your financial advisory clients.  |
Financial Planning October 1, 2008 Richard K. Fullmer |
Reducing Retirement Risk How should retirees configure their portfolios for the long term, while not exposing themselves to inappropriate risk?  |
Financial Planning June 1, 2007 Len Reinhart |
Rethinking Leverage Does leverage belong in a retirement portfolio? The answer may surprise you.  |
On Wall Street October 1, 2010 Neil O'Hara |
Alternatives: Vehicles That Smooth Returns A decade of tepid returns in the equity market has increased interest in investments that exhibit low correlation to traditional asset classes like stocks or bonds.  |
Registered Rep. August 1, 2006 Stan Luxenberg |
From Complexity to Simplicity And Back Using plain-vanilla mutual funds, retail advisors can build low-correlating portfolios, like absolute-return portfolios. In fact, the sophisticated financial advisor is performing like a mini-institutional consultant of yore.  |
Financial Planning October 2, 2007 Jack W. Callahan |
Embrace Change Advisors have to adapt their practices to accommodate retiring clients.  |
Investment Advisor August 2006 Kathleen M. Mcbride |
News: Ibbotson on Asset Allocation Here Roger Ibbotson, chairman and CEO of hedge fund Zebra Capital Management, discusses how advisors can guide their clients to retirement portfolio allocations that fund longer retirements, as well as keep them comfortable when markets gyrate.  |
Investment Advisor January 2007 Ivanova & Kahler |
The ABCs Of Retirees To meet the needs of retiree clients, financial advisors will need to beef up their knowledge not only of investment-related retirement issues, but also non-investment areas.  |
On Wall Street November 1, 2010 Gallant & Schneider |
Navigating The Retirement Business The demand for retirement income support will continue to grow rapidly in the coming years as the aging of the baby boom generation is inevitable.  |
Financial Planning July 1, 2007 Craig L. Israelsen |
Quasi-Commodities? Here's how energy, precious metals and real estate compare with the entire commodities index as a component of an investment portfolio.  |
Financial Planning April 1, 2011 Craig L. Israelsen |
Still Seeking Stability The challenge today for planners is prudently choosing and utilizing a sufficiently wide variety of asset classes so as to create a truly diversified and stable portfolio -- whether it's for the accumulation phase or the distribution phase of life.  |
Financial Advisor April 2010 Jeff Schlegel |
An Alternative World A growing number of financial advisors and their clients are clamoring for alternative investments in the wake of the massive market maelstrom of '08-'09, but it's a broad space requiring lots of due diligence.  |
Financial Planning February 1, 2008 Huxley & Burns |
The Match Makers Advisors can use asset dedication to match client's cash flows to their liabilities.  |
The Motley Fool August 4, 2008 Todd Wenning |
A Longer Retirement Than You Ever Dreamed Of Will you have enough money when you turn 100?  |
Financial Advisor April 2004 Raymond Fazzi |
Conservatism Rules In Retirement Planning After a traumatic four years marked by a recession, a war on terrorism and a market decline, many advisors are rethinking their retirement planning strategies.  |
Investment Advisor April 1, 2011 Bob Clark |
Boring No More With baby boomers moving into their distribution years, bonds -- and the folks who manage them -- are becoming a lot more interesting  |
Financial Advisor January 2007 Marla Brill |
Simple Solutions? Life cycle funds are expanding beyond the 401(k) market to financial advisors. Advisors considering using target date funds, whether on a limited or for a broad swath of clients, need to consider a number of features.  |
Investment Advisor August 2009 Melanie Waddell |
More Annuities Used in Income Portfolios Advisors are increasingly turning to annuities to help cover their clients' basic needs in retirement.  |
Financial Planning September 1, 2006 David A. Twibell |
When Neutral Is Good Market-neutral funds seek to minimize market risk while generating equity-like returns.  |
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.  |
Financial Planning December 1, 2010 Suzanne McGee |
Other Alternatives Advisors will need to devote more time to scrutinizing the ever-growing number of new products. And with each debut, they'll have to go back to the drawing board and decide whether the product makes the grade.  |
On Wall Street September 1, 2010 Allan Flader |
Why Risk It? Don't judge, just advise. That has always been one of our mantras as we've developed strong relationships with our clients over the years.  |
Registered Rep. August 1, 2004 Stan Luxenberg |
Nest Eggs in Multiple Baskets Increasingly, employers have begun offering life cycle funds, which include broad mixes of stocks and bonds. By picking one life cycle choice, an investor can hold a nicely diversified 401(k) portfolio.  |
Investment Advisor January 1, 2011 Ben Warwick |
Investment Advisor's January 2011 Issue: Ben Warwick Won't Compromise on Getting Returns. Period Clients must take risks to make returns. Here's the right way to do it in 2011.  |
Financial Planning February 1, 2007 Craig L. Israelsen |
The Math of Recovery Resilience after a loss may be the most important asset a retirement portfolio can offer.  |
Investment Advisor November 2005 Bob Clark |
Clark at Large: Boom Time If you're like most financial advisors, your baby boomer clients will pose a significant challenge in the years to come, both in the way you manage client portfolios and your practice.  |