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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
September 1, 2007
Israelsen & Nagengast
Missing The Target? The asset allocation timeline for target-date funds may be too aggressive for many investors. mark for My Articles similar articles
Financial Planning
November 1, 2008
Craig L. Israelsen
2010, A Fund Odyssey The first target-date funds were introduced in 1994. Back then, a target date of 2010 -- the first major target date -- seemed extremely far away. But here we are, just 14 months from 2010. mark for My Articles similar articles
Financial Planning
November 1, 2007
Craig L. Israelsen
Proposition Three The number of target-date funds continues to grow, but there remains only one set of benchmarks. Here are three proposed indexes to fill the void. 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A Better Balanced 'Core' Balanced funds are based on outdated models and need to be better diversified.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 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
Financial Planning
August 1, 2009
Craig L. Israelsen
Bad Match The poor performance of target-date funds, particularly 2010 funds, as qualified default investment alternatives has not gone unnoticed in Washington. mark for My Articles similar articles
The Motley Fool
June 18, 2010
Dan Caplinger
Shoot for the Right Target Target-date funds still make sense for retirement, if you know what you're doing. 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
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
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 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
BusinessWeek
July 3, 2008
Lauren Young
Target-Date Funds Hit Their Stride They're finally investing in the wider array of products that have helped put big pension funds ahead of the pack. mark for My Articles similar articles
Financial Advisor
February 2008
Craig L. Israelsen
A Better Mousetrap Target date funds are here to stay. As a result of the Pension Protection Act of 2006, target date funds will likely become the auto-enrollment default option in tax-deferred retirement plans. 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
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
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 Planning
February 1, 2012
Joseph Lisanti
A Moving Target? If most potential clients walking through your door nowadays don't hold target-date funds in their 401(k) plans, that's likely to change in the next few years. mark for My Articles similar articles
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 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
The Motley Fool
December 18, 2009
Selena Maranjian
Keep These Funds on Target Be smart about how you use target-date funds. mark for My Articles similar articles
The Motley Fool
August 27, 2007
Amanda B. Kish
Lifecycle Investing's Next Step Target-date funds make an old idea new again. The next generation of lifecycle funds are seeking to add value by making continuous shifts among stocks, bonds, and cash, instead of just reducing equity exposure over time. 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
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 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
CFO
May 1, 2009
Lynn Brenner
Are Target Funds on Target? The "simple" investment option may be more complicated than you think. 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
On Wall Street
February 1, 2012
Sasha Franger
Being Aware of Equity Exposure in Target-Date Funds Target-date series assets, as well as the number of target-date series, have doubled in recent years. mark for My Articles similar articles
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. 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
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
The Motley Fool
May 4, 2011
Dan Caplinger
Make Money the Easy Way Target retirement funds are back. Now the big question is whether they've fixed their inherent problems -- and whether they'll be safe the next time the market swoons. mark for My Articles similar articles
Financial Planning
September 1, 2011
Craig L. Israelsen
Target Funds: To or Through? How do you decide when it's the right time to say goodbye to a client's target-date funds - when they reach the specified year or all the way through the retirement years? 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
March 2005
Craig L. Israelsen
Benchmark Checkup Comparing equity mutual fund returns to an index can be very deceiving. mark for My Articles similar articles
Financial Planning
November 1, 2008
Gregory P. Brown
Target-Date Technique The simplicity of many existing target-date funds conceals a number of obstacles that can impede investors' efforts to adequately fund their retirement income needs. 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
Investment Advisor
October 2009
Elizabeth D. Festa
More Challenges for Target Date Funds Target-date mutual funds need more detailed and comprehensible disclosures and better manager investment, according to a new target-date research paper by Morningstar, Inc. mark for My Articles similar articles
Financial Planning
November 1, 2006
Elizabeth O'Brien
Fund Manager Profile Taking the Global View: Jeff Knight leads a standout fund at beleaguered mutual fund group Putnam. mark for My Articles similar articles
The Motley Fool
August 19, 2010
Amanda B. Kish
Jumping on the Commodity Bandwagon If you own a target-date fund, make sure you know whether your fund is moving into commodities. mark for My Articles similar articles
BusinessWeek
August 15, 2005
Don't Forget Home Equity To business professor Dean Gatzlaff, your home should be part of any asset allocation plan. 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
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. 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
Registered Rep.
May 17, 2013
Stan Luxenberg
The New Buyers of ETFs Many actively managed mutual funds are now in the market for ETFs for their low costs of ownership and ease of trading. But should shareholders be annoyed? 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
July 13, 2009
Selena Maranjian
A Perfect Solution, or a Flawed One? Not all target funds are created alike. But by keeping a focus on target funds and how they fit into your overall portfolio, you'll make sure you don't get any nasty surprises down the road. mark for My Articles similar articles
The Motley Fool
July 25, 2007
Amanda B. Kish
The Perfect Mutual Fund Allocation How you allocate among your funds is as important as which funds you choose. mark for My Articles similar articles
The Motley Fool
June 26, 2009
Dan Caplinger
Will the Government Cripple Target Funds? In response to pressure, some funds are reducing stock exposure. mark for My Articles similar articles
The Motley Fool
March 2, 2010
Selena Maranjian
Up 150% in a Lost Decade All is not lost -- as long as you keep investing. Our friends at Fidelity Investments recently announced that between 1999 and 2009, employees who regularly contributed to their 401(k) accounts realized a gain of almost 150%. mark for My Articles similar articles