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Financial Advisor October 2010 Michael J. Reed |
Risk Management For Individuals How to match investors' risk appetite with their assets.  |
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.  |
Commercial Investment Real Estate Jul/Aug 2008 John L. McKeel |
Wealth Management Learn strategies for advising high net worth investors.  |
Financial Planning February 1, 2008 Huxley & Burns |
The Match Makers Advisors can use asset dedication to match client's cash flows to their liabilities.  |
BusinessWeek August 15, 2005 |
Don't Forget Home Equity To business professor Dean Gatzlaff, your home should be part of any asset allocation plan.  |
Financial Planning May 1, 2013 Scott Wenger |
Editor's Note: Real Estate Returns As the housing market rebounds, advisors face new challenges - and many new opportunities  |
Financial Planning May 1, 2008 Mark Willoughby |
Volatility Bites For those who had begun to underestimate the impact volatility can have on managing investment portfolios, the events of 2007 and early 2008 have been a sobering reminder.  |
Financial Advisor September 2010 Paul R. Sanford |
You Are Not Yale Yale's David F. Swensen held the unofficial title of investment genius for many years until his model nose-dived with everyone else's in the 2008 crash.  |
Financial Planning May 1, 2013 Jim Grote |
How to Find Cash-Flow Real Estate Planner Rich Arzaga believes individually owned property is key to a diversified portfolio. Just don t get him started on home ownership.  |
Financial Advisor December 2011 Somnath Basu |
The VIX Fix Where in the past there was a sense of sanity, today each morning brings only apprehensions about how to understand and manage market volatility.  |
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. September 30, 2011 Diana Britton |
When Investing in Hedge Funds, Don't Aim For Home Runs Hedge funds and other alternative strategies can provide a reasonable rate of return and lower or negative correlations to stocks and bonds, but they can also carry greater risk.  |
BusinessWeek July 30, 2009 Ben Levisohn |
Reassesing Investors' Risk Tolerance Investment firms are reworking risk questionnaires to keep investors from losing money. A more accurate psychological reading, the reasoning goes, means investors will be more likely to stick with portfolio strategies -- and advisers.  |
Registered Rep. November 2, 2015 David H. Lenok |
A Look Inside The Wealthiest Estate Plans in America How does estate asset allocation change as clients climb the wealth ladder?  |
Financial Planning May 1, 2013 Ingrid Case |
New Rules for Real Estate Investing Real estate investing is not for everyone - but for interested clients, a good planner can make all the difference.  |
Investment Advisor September 2008 |
21st Century Asset Allocation Over the past several years, institutional investors increasingly have opted to allocate a portion of their portfolios to alternative investments as a way to smooth out market volatility. This trend is now spreading to the retail marketplace.  |
Financial Planning December 1, 2008 Suzanne McGee |
The Perfect Alternative Is there an asset class for your clients portfolios whose price moves in the opposite direction to that of mainstream investments like stocks and bonds?  |
On Wall Street July 1, 2009 Elizabeth Wine |
Capital Calls: The Plight of the Partner Making partner in an advisory firm once conjured up images of crazy wealth, but these days you may end up paying your company.  |
Finance & Development September 2011 |
Unconventional Behavior Innovative balance sheet policies of central banks helped during the recession, but they should be used only in exceptional circumstances.  |
Financial Advisor March 2010 Alan Lavine |
Markowitz: MPT Holds Up Modern portfolio theory never claimed diversification would help during financial crises.  |
Registered Rep. June 15, 2009 Kristen French |
Hedge Funds Bruised, But New Retail Products Abound So far this year, investors and advisors seem to have put the brakes on new hedge fund investments.  |
Financial Advisor August 2010 James Picerno |
Searching For Progress Financial innovation is under fire. Failing to beat the market is only one reason.  |
Investment Advisor January 1, 2011 Ben Warwick |
Investment Advisor's January 2011 Issue: Ben Warwick Won't Compromise on Getting Returns. Period Clients must take risks to make returns. Here's the right way to do it in 2011.  |
Financial Planning September 1, 2011 Bob Veres |
Goodbye, Old Theory There's still a lot of unexplored terrain in the financial services field.  |
On Wall Street October 1, 2013 Jeff Tjornehoj |
Are Alts Making the Grade? The most recent crop of alt fund contenders are performing like a classroom full of underachievers.  |
The Motley Fool August 2, 2010 Michael Johnston |
3 Low-Volatility ETF Options Smooth out your volatility and lower your blood pressure with these three ETFs.  |
IDB America July 2001 Ann Moline |
How to navigate in financial storms New book offers a practical approach to financial risk management in emerging markets...  |
On Wall Street February 1, 2013 Matthew Lemieux |
Fine-Tuning a Portfolio Gets Year off to a Good Start The beginning of a year offers an opportunity to see how investments align with life goals.  |
Financial Planning March 1, 2005 O'Toole & Steiny |
The Perfect Process A disciplined approach to managing client assets is at the heart of financial planning. How does yours stack up?  |
BusinessWeek June 18, 2009 Avinash D. Persaud |
How to Save the Financial System Regulators Redistributing risk, rather than trying to eliminate it, is the key to strengthening the world's banks.  |
Commercial Investment Real Estate Nov/Dec 2012 Christopher H. Volk |
To Lease or not to Lease? That is the question corporate managers must answer.  |
Financial Planning March 1, 2005 |
Mutual Fund Monitor Commodities futures have unique diversification properties and, on average, perform well whenever stocks and bonds have done poorly.  |
Investment Advisor August 2008 Melanie Waddell |
Time for an Alternative The volatile market is sparking more use of alternative assets  |
On Wall Street May 1, 2010 Gerald Buetow |
In Defense Of Modern Portfolio Theory As stock markets plunged worldwide and investment portfolios took it on the chin, revisionists sought to expound on what they deemed were the inherent flaws of the deeply entrenched MPT. In short, the theory became the scapegoat for the failure of diversification.  |
Financial Advisor October 2012 Donald Jay Korn |
Risky Business Fine-tuning portfolios to a client's comfort level remains an art, but this century's booms and busts show the need for some science as well.  |
On Wall Street September 1, 2010 Allan Flader |
Why Risk It? Don't judge, just advise. That has always been one of our mantras as we've developed strong relationships with our clients over the years.  |
The Motley Fool November 19, 2008 Shannon Zimmerman |
Better Living Through Leverage The associated costs and risks are of course crucial to bear in mind when contemplating leveraged ETFs -- but so too are the asset allocation benefits that savvy investors can have when using them intelligently.  |
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.  |
HBS Working Knowledge August 23, 2004 Ann Cullen |
New Challenges for Long-Term Investors Risk-reward. Rising interest rates. Stocks or bonds. There's lots to ponder when setting asset allocation strategy. And the answers might not come with "conventional wisdom."  |
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.  |
Investment Advisor April 2007 Jeff Joseph |
High-End Investors Don't Fear Hedge Fund Blow-ups The large losses of the Amaranth Advisors hedge fund last September and other similar highly-publicized failures are unlikely to deter hedge fund investing by those rich individuals who manage their own portfolios, judging from a survey of the participants in a high-end investors' club.  |
BusinessWeek November 19, 2009 Lewis Braham |
What's Inside Pimco? Pimco Total Return Fund is the world's biggest mutual fund. What's in its portfolio?  |
Financial Advisor October 2010 Michelle Knight |
Nothing To Fear But Fear Itself In an investment world where volatility has become the new normal, consider these techniques to help you work effectively with clients.  |
Financial Planning October 1, 2010 Phelan & Zeckhauser |
Real Estate Done Right Now is a good time for your clients to invest in commercial real estate, if they enter the market with their eyes wide open.  |
Financial Advisor July 2005 Marla Brill |
A Fund For Tough Times More advisors are using the Permanent Portfolio Fund as a hedge. The fund balances its position in value-oriented commodity stocks with a 15% allocation to aggressive growth stocks in about a dozen industry groups.  |
Financial Planning June 1, 2006 Len Reinhart |
Bonds for Boomers There are significant differences between the traditional approach to bond investing and the approach that will best serve the needs of today's high-net-worth retirees. Here's an overview for financial advisers on bonds for this group.  |
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 May 2009 David J. Drucker |
Does Asset Allocation Need A Facelift? Has the 2008 stock market changed the rules of asset allocation and how we manage asset volatility?  |
Financial Advisor April 2010 Jeff Schlegel |
An Alternative World A growing number of financial advisors and their clients are clamoring for alternative investments in the wake of the massive market maelstrom of '08-'09, but it's a broad space requiring lots of due diligence.  |