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Financial Planning
January 5, 2008
Craig L. Israelsen
Stay Low Maintaining a low correlation among a portfolio's assets in the distribution phase can help avoid potentially devastating losses. mark for My Articles similar articles
Financial Planning
May 1, 2010
Craig L. Israelsen
Built to Last Every retiree wants to build a resilient retirement portfolio. One of the most important parts of such a portfolio is durability.A durable portfolio is one which outlasts the retiree. 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
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. mark for My Articles similar articles
Financial Planning
February 1, 2013
Craig L. Israelsen
Investment Portfolio Survival Test If you have clients who have already retired, make sure their portfolios can absorb the most violent shocks. mark for My Articles similar articles
Financial Planning
March 1, 2011
Craig L. Israelsen
Nest Egg Survival After spending your working years accumulating money, you face a rude awakening in retirement when that growth is replaced by withdrawal. This drawdown phase might be described as the relentless cracking of the retirement nest egg. mark for My Articles similar articles
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. 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
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
Financial Planning
September 1, 2012
Craig L. Israelsen
Should Investors Avoid Fixed Income Securities When Interest Rates Rise? Why not test the conventional wisdom that investors should avoid fixed-income securities when interest rates rise? 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
Financial Planning
July 1, 2011
Craig L. Israelsen
Piece by Piece The goal of building a multiasset diversified portfolio is to create better risk-adjusted performance for the investor. 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
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
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
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 Advisor
May 2012
Bill Bengen
How Much Is Enough? The father of the 4 1/2% rule for retirement portfolio withdrawals analyzes its past, present and future performance. mark for My Articles similar articles
Financial Advisor
March 2005
Jeff Schlegel
Time & Money As a financial advisor, do you understand all the assumptions you are making regarding retirement account withdrawal rates? 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
On Wall Street
October 1, 2011
Don Schreiber, Jr.
The Beauty of Dividend-Paying Stocks With the vast majority of investors getting closer to retirement and becoming more risk adverse, advisors should create balanced portfolios using a mix of bonds and high-yielding dividend stocks to potentially increase return and reduce risk. 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
The Motley Fool
October 11, 2006
Dan Caplinger
Fixed Income Isn't Risk-Free Bonds can be good for your portfolio, but they come with their own risks. mark for My Articles similar articles
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. mark for My Articles similar articles
Investment Advisor
January 1, 2011
John Sullivan
Right on Target Scott Wolle's balanced-risk allocation strategy has Invesco ready for a bright future in retirement funds. mark for My Articles similar articles
Financial Planning
March 1, 2007
Craig L. Israelsen
Tales of the Tape When you look at annual returns, stocks, equity mutual funds and indexes tell surprisingly different stories. mark for My Articles similar articles
Financial Planning
August 1, 2013
Craig L. Israelsen
Does the Sequence of Market Returns Matter? The markets have good years and bad years, but the impact on a client s investments depends on the timing. mark for My Articles similar articles
Financial Planning
November 1, 2012
Craig L. Israelsen
Thinking Globally: Diversified Portfolio Needs Foreign Stocks. Are They Worth it? A diversified portfolio may need foreign stocks, but are non-U.S. bonds worth the trouble? mark for My Articles similar articles
Financial Planning
March 1, 2012
Craig L. Israelsen
Small Thoughts The benefit of investing in small U.S. stocks is clear. Over the 42-year period from Jan. 1, 1970, to Dec. 31, 2011, a $10,000 investment in large U.S. stocks would have grown to $507,362. mark for My Articles similar articles
Financial Planning
February 27, 2007
Letters to the Editor One of Many... Recovering Portfolios... mark for My Articles similar articles
Registered Rep.
February 8, 2013
Mark Miller
What's a Safe Withdrawal Rate in Retirement? For years, the rule-of-thumb answer has been 4 percent, adjusted annually for inflation. But a growing number of financial planning experts are re-thinking that number. mark for My Articles similar articles
Investment Advisor
May 2010
Huxley & Burns
Silver Lining Investors can limit fixed income losses due to rising interest rates by laddering individual bonds and holding them to maturity. 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
January 1, 2005
Israelsen & Sechler
Survival of the Fittest How does volatility affect mutual fund performance over 40 years of systematic withdrawals? mark for My Articles similar articles
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. 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 Advisor
September 2009
Raymond Fazzi
A Small Risk Conventional wisdom says small caps are riskier than their large-cap counterparts, but they remain a basic building block in retirement portfolios. mark for My Articles similar articles
Financial Advisor
June 2010
Eric Uhlfelder
Making It Last It's easier to contribute to retirement accounts than it is to manage them for withdrawals. mark for My Articles similar articles
Financial Planning
March 1, 2013
Craig L. Israelsen
Bond Analysis: Time to Steer Clear? Learn what the past six decades can tell advisors about future performance. 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 Planning
September 1, 2010
Peng Chen
The Inflation Scenario Both traditional stocks and bonds are quite likely to suffer in high inflationary environments, while inflation-indexed bond returns tend to be quite stable across different inflation environments. mark for My Articles similar articles
Financial Planning
February 1, 2005
Jim Otar
A Matter of Luck Contrary to popular opinion, there's more to portfolio success than the asset allocation decision. As an adviser, you can find peace of mind in recognizing and quantifying the luck factor for individual retirement portfolios. mark for My Articles similar articles
Financial Advisor
June 2010
Michelle Knight
Rising Rates Not Fatal Bond investments shouldn't automatically be sold off when interest rates rise. Here's why. mark for My Articles similar articles
Financial Planning
August 1, 2011
Israelsen & Howell
Being Reasonable Managing the expectations clients have for their investment portfolios can be more challenging than actually managing the portfolios themselves. 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
Financial Advisor
October 2012
Roy Diliberto
Cash Flow In Retirement Clients take a different view than advisors. mark for My Articles similar articles
Financial Planning
March 1, 2005
Israelsen & Clement
Of Stocks and Funds Financial advisers need to explain to their clients that diversification can be a double-edged sword; protection against loss can sometimes insulate against return. Here's a performance comparison of individual stocks vs. equity funds in 2004. mark for My Articles similar articles
Financial Planning
April 1, 2013
Craig L. Israelsen
Value vs. Growth: Which Investing Strategy Is Better? How do returns from these two types of equities compare? We test them - and find a real difference in performance. 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
Registered Rep.
November 1, 2005
Lynn O'Shaughnessy
Ignoring the Bear And Other Mistakes Retirees Make Advisors can greatly increase their clients' odds of success by steering them away from some of the most common -- and damaging -- retirement mistakes. Here are some of the biggies to avoid: Counting on steady returns... Forgetting about taxes... etc. mark for My Articles similar articles
The Motley Fool
June 23, 2009
Robert Brokamp
It's Already Worse Than the Depression Until you've fixed your crystal ball or perfected time travel, a smartly created, well-diversified portfolio should be the foundation of your retirement savings. mark for My Articles similar articles