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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. mark for My Articles similar articles
Financial Advisor
July 2008
Alan Lavine
On Target, Or Not Think you can plunk down money on any target date fund as a low-risk way to accumulate retirement savings? Think again. mark for My Articles similar articles
Financial Advisor
May 2005
Jeff Schlegel
"Assets-In-A-Box" Investing Considering the appeal of prepackaged asset allocation, it's little wonder that lifecycle funds are one of the hottest areas in the mutual fund industry. mark for My Articles similar articles
The Motley Fool
December 22, 2006
Dan Caplinger
Do Pensions Beat 401(k)s? A recent study shows that investors aren't doing as well on their own and underscores the need for employees to understand and take full advantage of their retirement plan options. mark for My Articles similar articles
Real Estate Portfolio
Jan/Feb 2008
Allen Kenney
The Time of Your Life Life cycle funds gain popularity by enabling investors to choose tailored investment plans. REIT Usage in Life Cycle Fund Products: AllianceBernstein Retirement Strategies -- 10%... JPMorgan Smart Retirement Funds -- 4% to 6%... etc. mark for My Articles similar articles
Registered Rep.
October 1, 2006
Kevin Burke
Spinning Their Wheels If you're thinking of steering your clients into life-cycle funds, be sure to kick the tires first. With more and more asset managers rolling out life-cycle funds, it's easy to get caught up in some excitement. But, buyer beware: They can be expensive and have middling performance. mark for My Articles similar articles
The Motley Fool
September 19, 2006
Zoe Van Schyndel
Retirement Planning the Easy Way? As you plan for retirement, a target fund might be worth considering. Make sure that the fund you select matches your risk tolerance and your personal retirement goals. mark for My Articles similar articles
Financial Planning
September 1, 2006
David Liebrock
Mining 401(k) Gold Small- and mid-sized companies are looking for help with their retirement plans. Here's how to reach out to this untapped market. mark for My Articles similar articles
The Motley Fool
June 13, 2008
Julie Clarenbach
A Retirement Portfolio You Can Set and Forget Don't let lifecycle funds target your retirement without taking a very close look at them. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
January 2009
Marla Brill
Failure To Launch Advisors have little or no leeway to adjust positions in needs-based or all-in-one investment vehicles, such as 529 plans and target funds, and make changes when the market is melting down. mark for My Articles similar articles
The Motley Fool
March 25, 2008
Chuck Saletta
The World's Easiest Retirement Plan Doing anything -- anything at all! -- to prepare for retirement, is better than doing nothing. Read on for our simple plan. 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
The Motley Fool
March 1, 2011
Dan Caplinger
A Smarter Strategy for Retired Investors Seniors need protection more than big returns. mark for My Articles similar articles
The Motley Fool
December 19, 2008
Dan Caplinger
Don't Repeat This 2008 Mistake Target funds got billed as the perfect way to save for retirement or other long-term goals. Yet judging from their performance this year, investors who relied on target funds to get their allocations right got a nasty surprise. mark for My Articles similar articles
Investment Advisor
March 2007
Melanie Waddell
Leading the Way This year is shaping up into one in which advisors will have to stay compliant with a plethora of retirement planning rules and regs if they expect to stay firmly rooted in the retirement planning arena -- and doing what's best for their clients. mark for My Articles similar articles
BusinessWeek
July 2, 2009
Amy Feldman
Reinventing the Target-Date Retirement Fund Target-date retirement funds, the default in many 401(k) plans, left many hurting in the downturn. Can they be made smarter? mark for My Articles similar articles
The Motley Fool
June 10, 2010
Scott Holsopple
The $5.5 Billion Mistake Are you throwing your retirement money out the window? mark for My Articles similar articles
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. mark for My Articles similar articles
Registered Rep.
November 1, 2006
Stan Luxenberg
Off-the-Rack Risk Control? Although state 529 plans may look the same on the surface, in reality their asset allocations -- although similarly described -- could be very different. The appeal of age-adjusted 529 plans is that you don't have to do much. mark for My Articles similar articles
Financial Advisor
October 2007
Marla Brill
Do Your Clients' Target Funds Measure Up? How do market watchers come up with apples-to-apples comparisons of target-date funds? The absence of a standardized benchmark has left financial advisors to wade through the burgeoning number of fund choices with only vague and often conflicting guidelines for evaluation. mark for My Articles similar articles
The Motley Fool
November 25, 2008
Dan Caplinger
Did Asset Allocation Work? Some funds claimed to protect you from the downturn. Did they deliver? mark for My Articles similar articles
On Wall Street
September 1, 2013
Tom Roseen
The Rise of Asset Allocation Funds The modern version of balanced funds, these portfolios continue to make inroads with investors. mark for My Articles similar articles
The Motley Fool
March 10, 2009
Dan Caplinger
Where Smart Investors Put Their Money More investors are taking advantage of this strong retirement-based opportunity. Are you? mark for My Articles similar articles
The Motley Fool
March 24, 2005
Josie Raney
Do Targeted Funds Hit Your Mark? Look before you take the lifecycle leap. If you're a beginning investor, these funds can offer inexpensive, no-fuss, diversification -- provided you choose the one that best suits your investing timeline and tolerance for risk. mark for My Articles similar articles
Investment Advisor
March 2009
Melanie Waddell
Cover Story: Patience In the quest to generate retirement income for their clients, many advisors relied on their investing-for-accumulation roots, and therefore were not focused on retirement income planning. mark for My Articles similar articles
Entrepreneur
September 2007
Easy Does It Life cycle funds make retirement investing simple. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Real Estate Portfolio
Sep/Oct 2002
Jack McAllister
After the Fall Companies are not waiting for Congress to act; instead leading firms are fixing their 401(k) plans... and real estate stocks are part of the solution. mark for My Articles similar articles
Investment Advisor
December 2007
Melanie Waddell
Target Date: Now The future is very bright for the already popular lifecycle funds. Industry experts predict that investment advisors will continue to boost lifecycle funds' popularity. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Planning
August 1, 2009
Katherine Reynolds Lewis
Time to Reevaluate As the government takes a second look at the financial world, it is evaluating whether target-date funds protect investors' -- your clients, whether they are employers or employees -- best interests. mark for My Articles similar articles
The Motley Fool
June 11, 2009
Dan Caplinger
This Smart Move Will Save Your Retirement Leaving your investments alone while continuing to make new contributions is more likely to pay off in the long run. 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
September 19, 2007
Claire Stephanic
The Worst Mistake You Can Make 44% of eligible employees do not participate in their companies defined contribution plans. Are you one of those who is turning away your employer's free money? mark for My Articles similar articles
Financial Planning
December 1, 2010
Craig L. Israelsen
The Responsible Investor Investors who rely on portfolio performance to do the heavy lifting (that is, to make up for insufficient contributions during their working years) will usually fall into the trap of having too much equity exposure and therefore be exposed to too much risk. mark for My Articles similar articles
Financial Advisor
October 2004
Tracey Longo
Investing For Retirement Investing for retirement is feeling pretty dicey. That has investors looking for all the advice they can find. Here's what financial advisors are saying. mark for My Articles similar articles
The Motley Fool
October 20, 2010
Selena Maranjian
Get a Bigger Bang from These Investments Target-date funds may soon be easier to evaluate. mark for My Articles similar articles
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 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
Real Estate Portfolio
Nov/Dec 2003
Art Gering
Undefined Contributions Although a large number of companies invest in real estate in their defined benefit plans, many deny their employees the same advantages in their 401(k) plans. 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
The Motley Fool
September 8, 2006
Ryan Popple
Beware the Botched 401(k) While 401(k)s offer more control and impressive tax benefits, they also chronically underperform managed pension funds. We are going to need our 401(k)s for our future financial security, and we have to do a better job of managing them. mark for My Articles similar articles
Financial Planning
September 1, 2009
Paul Menchaca
Income from Where? Financial advisors are realizing the mean variance efficient frontier model is flawed for retirement planning. The main shortcoming is its focus on a portfolio's risk-return tradeoff in terms of returns rather than generation of sustainable income. mark for My Articles similar articles
Investment Advisor
September 2009
Lewis Schiff
The Affluentialist: Building Retirement Portfolios Now Few advisors use a cookie cutter approach to retirement income support. mark for My Articles similar articles
The Motley Fool
August 22, 2007
Amanda B. Kish
Funds That Hit the Target More and more firms and retirement plans are beginning to offer target-date funds, asset-allocation funds that are designated by the year in which an investor plans to retire. Are they right for you? mark for My Articles similar articles
Registered Rep.
November 10, 2011
Mark Miller
Target Date Funds: Not So Bad After All? A fee-only financial advisor for both retirement plans and individuals, worries that target date funds -- which invest in a mix of assets with the aim of reducing equity exposure as participants approach retirement -- just can't do as good a job as professional advisors. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles