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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.  |
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 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.  |
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.  |
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A Better Balanced 'Core' Balanced funds are based on outdated models and need to be better diversified.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 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.  |
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.  |
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.  |
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?  |
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?  |
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.  |
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.  |
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.  |
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.  |
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.  |
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 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.  |
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.  |
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 October 20, 2010 Selena Maranjian |
Get a Bigger Bang from These Investments Target-date funds may soon be easier to evaluate.  |
The Motley Fool December 18, 2009 Selena Maranjian |
Keep These Funds on Target Be smart about how you use target-date funds.  |
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.  |
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.  |
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.  |
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.  |
CFO May 1, 2009 Lynn Brenner |
Are Target Funds on Target? The "simple" investment option may be more complicated than you think.  |
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.  |
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.  |
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 February 23, 2007 Dan Caplinger |
Don't Leave Your Investments on Autopilot An occasional look can reveal profitable adjustments to your portfolio.  |
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.  |
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.  |
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?  |
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.  |
Financial Advisor March 2005 Craig L. Israelsen |
Benchmark Checkup Comparing equity mutual fund returns to an index can be very deceiving.  |
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.  |
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.  |
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.  |
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.  |
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.  |
BusinessWeek August 15, 2005 |
Don't Forget Home Equity To business professor Dean Gatzlaff, your home should be part of any asset allocation plan.  |
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?  |
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.  |
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.  |
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?  |
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.  |
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.  |
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.  |
The Motley Fool June 26, 2009 Dan Caplinger |
Will the Government Cripple Target Funds? In response to pressure, some funds are reducing stock exposure.  |
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%.  |