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Investment Advisor September 2006 Mike Patton |
Risk Manager A view from the trenches on the benefits and drawbacks of the financial planning profession's Monte Carlo simulation. When the software is used properly, the client wins, the practitioner wins, and the financial services industry wins.  |
Financial Planning August 1, 2005 John Nersesian |
The Full Monte By presenting clients with a range of potential results before they experience them and showing them the impact of their investment choices, planners can manage clients' expectations much better than with standard linear forecasting.  |
Financial Advisor May 2010 Joel P. Bruckenstein |
Getting Risk Right More retirement planning programs now consider "fat tails."  |
The Motley Fool June 21, 2004 Charly Travers |
Biotech's Full Monte When it comes to valuing biotech companies, the Monte Carlo simulation lets investors leave the guesswork behind and the random sampling to a computer.  |
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.  |
Financial Advisor September 2010 Andrew Gluck |
Broken Plans Financial advisors urgently need improved tools for coping with the economic mess we're in. What's to be done?  |
Investment Advisor September 2007 |
Bloomsday Here's why Mike Patton's newfound independent financial advisory practice is showing definite signs of life.  |
Financial Planning December 1, 2010 Joseph A. Tomlinson |
No Sucker's Bet? If there were a prize for the most disparaged asset class, it would likely go to bonds. And the most disparaged bonds would almost certainly be Treasuries.  |
Financial Planning February 1, 2010 Craig L. Israelsen |
It's in the Past Can correlations between mutual funds' past performance and risks tell us anything about their future?  |
Financial Advisor August 2009 Bruce W. Fraser |
Last Hand For Monte Carlo? Monte Carlo simulation, a popular retirement planning tool, is under scrutiny.  |
Financial Planning February 1, 2007 Craig L. Israelsen |
The Math of Recovery Resilience after a loss may be the most important asset a retirement portfolio can offer.  |
Financial Advisor September 2009 Joel P. Bruckenstein |
What Are The Odds? A look at whether Monte Carlo simulations help or hinder the planning process.  |
Financial Advisor September 2006 Cohen & Overgard |
Asset Allocation And Investor Goals What investors and financial advisors should know about portfolio construction from the first decade of hedge funds.  |
Financial Advisor December 2009 James Picerno |
The First Step There are no easy answers for asset allocation, but at least there's a practical starting point.  |
Financial Planning November 1, 2005 Donald Jay Korn |
Leaning Toward Lockstep Correlations between U.S. and foreign markets are increasing, but adherents insist that foreign investing can still reduce risk.  |
Investment Advisor May 2010 Mike Patton |
Carpet Balming Linear projections set the stage for more advanced forms of projecting the future, and a new way for independent advisors to become risk managers.  |
Financial Planning October 1, 2010 Geoff Considine |
Yield vs. Risk New rules for income investing not only help investors to avoid these extremes, but also show the way to create income portfolios that provide the most yield available for a given level of risk.  |
Financial Advisor October 2012 Roy Diliberto |
Cash Flow In Retirement Clients take a different view than advisors.  |
Financial Advisor December 2007 Lewis Walker |
Retirement As A Mess Of Maybes Helpful advice is everywhere, but retirees and preretirees may wonder if financial advisors are creating a numerical Tower of Babel.  |
Investment Advisor September 2009 Mike Patton |
Way Up The author describes the eight-step process he uses in managing money for his clients. It's worked out pretty well in a difficult environment.  |
Financial Planning September 1, 2009 Geoff Considine |
Not Without Risk Any discussion of whether the theoretical constructs of asset allocation and diversification broke down must start with a reasonable estimate of what they were supposed to provide.  |
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.  |
Financial Advisor October 2010 Michael J. Reed |
Risk Management For Individuals How to match investors' risk appetite with their assets.  |
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.  |
Investment Advisor June 2009 Mike Patton |
Temperament & Tools To do the job right, the fiduciary financial planner needs the right temperament, and the right tools. Here's how one advisor does it.  |
Financial Planning July 1, 2012 Craig L. Israelsen |
Material World The natural resources mutual fund sector has a number of attractions, but one characteristic that is probably not immediately evident to many investors is that these funds do not correlate closely with broad stock indexes. This, it turns out, is a valuable feature.  |
Financial Planning February 1, 2008 Huxley & Burns |
The Match Makers Advisors can use asset dedication to match client's cash flows to their liabilities.  |
Financial Advisor October 2005 David Reilly |
Is Risk Really A Four Letter Word? Once esoteric investing strategies, such as managed currency and commodity futures, real estate, short selling, arbitrage and event-driven strategies, allow portfolio risk management to be taken to the next level. Advisers, take note.  |
Registered Rep. January 1, 2009 Brent E. Bentrim |
Letters Two articles espousing the merits of Monte Carlo Simulations (MCS) were alarming.  |
Wall Street & Technology February 27, 2005 Maria Santos |
Making Monte Carlo Work The National Association of Securities Dealers (NASD) has lifted the ban on Monte Carlo simulation tools.  |
Financial Advisor March 2010 Alan Lavine |
Markowitz: MPT Holds Up Modern portfolio theory never claimed diversification would help during financial crises.  |
The Motley Fool September 15, 2011 Jeremy Myers |
Your Portfolio Needs More Real Estate Investors can lower volatility and boost returns by increasing their real estate exposure.  |
Financial Advisor October 2008 Roy Diliberto |
The Dynamic Process Of Monitoring Goals It is our job -- no it is our obligation -- as planners to help our clients achieve their goals and dreams. That may involve changing our portfolios and the way we report results.  |
Financial Planning October 1, 2010 Christopher Shayne |
How Many Bonds? The reality is that corporate bonds occasionally default. Advisors need to manage client expectations and, more important, construct portfolios that minimize the impact of defaults.  |
BusinessWeek July 2, 2008 Mara Der Hovanesian |
Will You Outlive Your Money? It's not all about how much you put away while you're working; it's also about how much you spend once you retire.  |
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.  |
Wall Street & Technology January 9, 2006 |
IPlan Adds Monte Carlo Sims Ibbotson Associates has added Monte Carlo simulations to version 2.0 of iPlan, its Web-based investment planning software.  |
Financial Advisor August 2012 Jarrett Solomon |
The Inefficiency Of Efficient Frontiers Studies show that the theory behind the efficient frontier is much sounder than its real-world application. Theoretically, the advisor is always choosing an efficient portfolio: It is just a question of where on the frontier it is appropriate for each client.  |
Financial Advisor October 2011 Roy Diliberto |
Rules Of Dumb Some advisors use rules that dumb down our profession.  |
Commercial Investment Real Estate Sep/Oct 2015 Benjamin R. LaFreniere |
Today's Site Selection It's all about finding the right data points.  |
Commercial Investment Real Estate Jul/Aug 2008 John L. McKeel |
Wealth Management Learn strategies for advising high net worth investors.  |
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.  |
Financial Advisor November 2008 Ken Ziesenheim |
The Probability Of Real, Real Returns Financial advisors should be evaluating clients' investment returns after taxes, expenses, and inflation to get a real picture of what their portfolios have earned.  |
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?  |
Financial Advisor August 2005 Fowler & Rattiner |
Averting Disaster A new archetype in financial planning is needed for individual investors.  |
Financial Advisor May 2008 Joel Bruckenstein |
Retirement Good Fortune Silver Financial Planner from MoneyTree Software is one of the top choices for advisors looking for a dedicated retirement planning tool.  |
Financial Planning July 1, 2007 Gene Fama Jr. |
Bonds for Wealth People often look to bonds for retirement income, but the raw pursuit of income can engage inadvertent risks that can be especially rough on retirees. In the end, financial security is about total wealth, not marginal income.  |
Financial Advisor October 2006 Larry Fowler |
Beyond Asset Allocation Volatility and the timing of cash flows make a bigger difference on long-term returns. Behavior has a far greater impact on successful financial planning than techniques such as asset allocation. Advisors, take note.  |
Financial Advisor June 2004 Kevin M. Wilson |
Why Value Beats Growth Portfolios using asset allocation combined with value investing produce better financial results. How should you advise clients to invest?  |
Financial Planning September 1, 2007 Donald Jay Korn |
Different Strokes This summer's volatile markets proved that allocating funds among uncorrelated assets really does work.  |