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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. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
May 2010
Joel P. Bruckenstein
Getting Risk Right More retirement planning programs now consider "fat tails." mark for My Articles similar articles
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. mark for My Articles similar articles
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 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? mark for My Articles similar articles
Investment Advisor
September 2007
Bloomsday Here's why Mike Patton's newfound independent financial advisory practice is showing definite signs of life. mark for My Articles similar articles
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. mark for My Articles similar articles
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? mark for My Articles similar articles
Financial Advisor
August 2009
Bruce W. Fraser
Last Hand For Monte Carlo? Monte Carlo simulation, a popular retirement planning tool, is under scrutiny. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
September 2009
Joel P. Bruckenstein
What Are The Odds? A look at whether Monte Carlo simulations help or hinder the planning process. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. 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 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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
October 2010
Michael J. Reed
Risk Management For Individuals How to match investors' risk appetite with their assets. 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
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Planning
February 1, 2008
Huxley & Burns
The Match Makers Advisors can use asset dedication to match client's cash flows to their liabilities. mark for My Articles similar articles
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. mark for My Articles similar articles
Registered Rep.
January 1, 2009
Brent E. Bentrim
Letters Two articles espousing the merits of Monte Carlo Simulations (MCS) were alarming. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
March 2010
Alan Lavine
Markowitz: MPT Holds Up Modern portfolio theory never claimed diversification would help during financial crises. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. 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
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
October 2011
Roy Diliberto
Rules Of Dumb Some advisors use rules that dumb down our profession. mark for My Articles similar articles
Commercial Investment Real Estate
Sep/Oct 2015
Benjamin R. LaFreniere
Today's Site Selection It's all about finding the right data points. mark for My Articles similar articles
Commercial Investment Real Estate
Jul/Aug 2008
John L. McKeel
Wealth Management Learn strategies for advising high net worth investors. 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 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. 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 Advisor
August 2005
Fowler & Rattiner
Averting Disaster A new archetype in financial planning is needed for individual investors. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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? mark for My Articles similar articles
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. mark for My Articles similar articles