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Registered Rep. February 1, 2003 Stuart Chaussee	Trading Places It's time for a growth rebound. The argument for growth rests on the reversion-to-the-mean concept. Overly simplified, the concept means that when stocks (or any asset class) outperform their historical average, that asset class enters a period of underperformance and vice versa.
Financial Advisor March 2010 Alan Lavine	Markowitz: MPT Holds Up Modern portfolio theory never claimed diversification would help during financial crises.
Financial Planning February 1, 2007 Dan Wheeler	The Science of Success Long-term evidence proves that discipline and diversification are more effective than trying to beat the market. But keeping financial advisory clients disciplined can be extraordinarily difficult.
Financial Advisor July 2007 Andrew Gluck	Stating A Preference In this interview with William Sharpe, the Nobel Prize winning creator of the Capital Asset Pricing Model takes another look at his work.
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 October 2, 2007 Jim Grote	Practice Profile: The Asset Allocator Charles Massimo has developed a passion for straightforward asset-class investing. But boring, he ain't.
The Motley Fool January 18, 2007 John Finneran	Foolish Book Review: "Investors and Markets" William Sharpe's new book may cause a revolution -- or, at least, a coup in finance.
Registered Rep. December 6, 2013 Daniel Crosby	When Alpha Becomes Beta The Nobel committee sent a strong message with its choice of three scholars with widely divergent world views, perhaps signaling to the broader financial services world that people from all camps have a lot to offer as well as much to learn.
Real Estate Portfolio Nov/Dec 2004 Christopher M. Wright	Q&A with Roger Gibson Roger Gibson is a nationally recognized expert in asset allocation and portfolio design. In a recent interview he discusses among other things, diversification and where REITs fit into his clients' portfolios.
Financial Planning February 1, 2008 Huxley & Burns	The Match Makers Advisors can use asset dedication to match client's cash flows to their liabilities.
On Wall Street October 1, 2008 Tim Knepp	Question Assumptions It's time to ask ourselves whether the blunt tools of broad asset class definitions and traditional asset allocations provide an adequate defense against the complex risk and interaction of today's markets.
The Motley Fool June 8, 2006 Tim Hanson	Should You Short Small Caps? After years of reward, so-called contrarians are now turning up their noses at the small-cap fad.
Investment Advisor January 2006 Kathleen M. McBride	Silk Purses Medal winning fund managers in 2005 drilled for returns and explored overseas. The best performing fund in any of S&P's categories for 2005 is the BlackRock Global Resources Portfolio/Institutional.
Financial Planning November 1, 2005 Randy Lert	Stick to Your Guns! Investment managers have stayed bullish on investment underdogs despite a market that has been going the other way. Their favorite category by far is large-cap growth stocks, yet according to several surveys, those stocks only rose 1.7%.
The Motley Fool December 22, 2005 Bill Barker	50 Years of Market Whomping Time-tested strategies are good all the time. Small caps had a better year than large caps -- again. And value stocks outperformed growth stocks -- again.
Financial Planning January 1, 2012 Bob Veres	True Cost of Tactical Management Investment companies are going to be facing very different selection criteria than in the past.
Investment Advisor December 2005	Letters: A Real Head-Scratcher Guarding The Castle... Style Provocation...
Financial Planning August 1, 2006 Scott A. Leonard	The Dogs of the Dogs Should you be buying the worst of the worst for your clients? To get the most out of academic research, and to take full advantage of the added returns offered by value stocks, the easy conclusion is that when it comes to value, more is better.
Investment Advisor April 2006 Maya Ivanova	Self Improvement In the recent supplement to the 2005 Rydex AdvisorBenchmarking Survey, many advisors recognize that simply maintaining the status quo is not enough. They're continuously examining their business plans and investment processes to look for improvements.
The Motley Fool May 11, 2004 Shannon Zimmerman	Building the Perfect Portfolio Smart asset allocation is critical to successful fund investing. Staying the course is a fine idea, but because your goals and tolerance for risk are bound to change over time, the perfect portfolio will always be a work in progress.
On Wall Street October 1, 2008 Kunal Kapoor	'Lost Decade' May Yet Happen if Investors Aren't Careful Investors who mistakenly viewed the past 10 years as a lost cause made an elementary mistake and they're about to do it again.
Registered Rep. November 1, 2005 John Downes	Seeing Tomorrow Clients probably know how hard it is to pick outperforming stocks. What they may not fully grasp is how hard it is to choose a winning mutual fund or separate account manager. Advisors would be wise to keep up on the latest tools, since the retail set is far more sophisticated than ever.
Financial Planning November 1, 2006 Howard Sontag	How Are We Doing? With constant communication about goals and portfolio construction, financial advisors can remind clients that investing is a long-term process that may require patience in the short term when there are bumps in the road.
Financial Advisor July 2009 James Picerno	Small-Cap Value Is Beautiful Again Small firms trading at low multiples are especially vulnerable these days. That's why they're so appealing.
On Wall Street October 1, 2008 Larry Silver	Keeping It Simple Perhaps the best investment strategy for these volatile times, shared by the most successful advisors, was quite simple: Remain fully invested in a basically conservative, diversified portfolio..
Investment Advisor October 2005 Ben Warwick	The Puzzler: Large Cap or Small? We all know that when it comes to stocks, size matters. But bigger isn't always better, especially when the subject under discussion is the equity market.
The Motley Fool December 13, 2006 Bill Barker	70 Times Better Than the Next Microsoft There are thousands of small-cap value plays that might not carry the wallop of a potential Microsoft over the short term, but over many decades, and taken as a group -- wow!
Financial Advisor July 2006 Dorothy Hinchcliff	Climbing A Stairway To Heaven As boomers age and spend their savings, financial advisors will need to adapt their practices.
The Motley Fool July 16, 2007 Amanda B. Kish	Large Caps Making a Comeback? So how can smart investors best capitalize on any coming large-cap rebound? Well, don't abandon small caps completely.
Investment Advisor October 2008 Maya Ivanova	War Room How the most successful advisory firms are mitigating risk on two fronts: for their clients, and for their own businesses.
Investment Advisor October 2006 Black & Bakker	Life Support A reader survey suggests how asset managers can be true partners with investment advisors.
The Motley Fool April 29, 2005 Bill Barker	Using a Chimp to Improve Your Returns Jeremy Siegel's constant posits that annual real returns for the stock market over the long term will always be 6.5% to 7% per year. But there's a way for you to improve on that.
Financial Advisor January 2007 Joel Bruckenstein	G-Sphere Gravity Investments, LLC, a firm that specializes in something they call Diversification Intelligence, has built a software application called G-sphere that attempts to extend the utility of the efficient frontier for advisors and their clients.
Financial Advisor October 2007 Bruce W. Fraser	Thinking Small Small-cap funds should be in any portfolio, so don't let recent underperformance scare away clients.
Financial Advisor January 2009 Rebecca Pomering	Turning Turbulence Into Growth Turmoil is creating big opportunities.
On Wall Street January 1, 2009 Larry Silver	The Success Formula 2008 was a year we would all rather forget. Yet the lessons learned could direct both advisors and clients on new roads to successful investing this year.
The Motley Fool August 19, 2008 Dan Caplinger	How Risky Are Your Stocks? To know what the future may bring, you can't just look at past returns.
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.
Financial Planning December 1, 2006 John J. Bowen	Building Equity You might not want to sell your financial advisory firm right now, but running it as if you do could make your business more profitable.
Financial Advisor November 2010 Eric Rasmussen	Sharpe On Post Retirement The Nobel laureate spoke to NAPFA members about what it means to get 4% a year.
Financial Advisor October 2005 Raymond Fazzi	Small Caps Look To Extend Streak Performing like Wall Street's version of The Little Engine That Could, small-cap equities are in a neck-and-neck race to outperform the large-cap sector for the sixth straight year.
Registered Rep. April 1, 2006 Gresham & Gresham	The Rewards of Risk Review One thing that everyone should agree on is the need to take a good hard look at the risks a financial advisor can help clients deal with financially, from the risk of having to pay damages in a lawsuit to the risk of outliving their resources.
Investment Advisor September 2006 Mark Tibergien	Formulas for Success: Bust of Boom? Financial advisors need to adjust their practices as baby boomer clients age.
Financial Planning September 1, 2008 John J Bowen Jr	Time to Say Goodbye Today's most successful advisors recognize a simple but powerful fact of business: It's better to work with a small number of great clients than to serve a huge base of clients who are only mediocre.
Financial Planning January 5, 2008 John J. Bowen Jr.	Better Than Average Making a New Year's resolution to improve your practice? A new survey lets you benchmark your performance against the broader advisory community.
Investment Advisor February 2009 Angela Herbers	Advisor, Heal Thyself Good advice to advisors these days is that they revise their own financial plans.
Investment Advisor March 1, 2011 Jim Komoszewski	Creating a Business Plan (You Will Actually Use) The trick is to think small -- about 3x5 to be exact. A one-page plan that is implemented and executed is better than a 20-page plan that is being used to stabilize a wobbly desk.
The Motley Fool October 30, 2006 Dan Caplinger	Avoid the Boiler Room Some financial advisors know more about sales than they do about investing. Finding good financial advice is tough. Investors with little or no knowledge about their finances are extremely vulnerable to disreputable professionals.
Financial Planning January 1, 2006 Glenn G. Kautt	Factors 1-2-3 Fama and French's famous model explains variances in stock prices -- but another three-factor model explains major changes in the value of your firm.
Financial Advisor April 2007 William Glasgall	Why Marketing Works Over the years, many advisors, being analytical people at heart, have relegated marketing to a minor role behind crunching numbers for clients' financial plans and investment portfolios. Now, that attitude seems to be undergoing a long-needed change.