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Financial Planning December 1, 2006 Carpenter & Veres |
Rethinking the World Global economic changes are demanding a more sophisticated evaluation of your financial advisory clients' portfolio allocations.  |
Financial Planning November 1, 2006 Mark Thurston |
Alive and Well Naysayers may be down on international stocks, but they remain an important part of a diversified portfolio strategy.  |
Financial Planning November 1, 2010 Roddy Marino |
Investors Without Borders How many of your clients benefited from these rallies in far away places? If you think your clients are content to be invested only in domestic securities, think again.  |
Financial Planning November 1, 2007 Gene Fama |
Small-World Investing Do international stocks really give you higher returns with less risk?  |
Financial Advisor January 2005 Alyn Ackermann |
International Rules Financial professionals look to international equities for earnings growth. The correlation between U.S. markets and larger companies in developed markets, and large-cap corporations around the world, has steadily increased in recent years.  |
Financial Advisor March 2011 Somnath Basu |
Back To Basics Advisors don't need to rely on complicated models to help clients avert losses.  |
Investment Advisor February 1, 2011 Andy Hyltin |
Why Go Global in Choosing Real Estate for Client Portfolios? Deciding to invest in international REITs is easier said than done.  |
Investment Advisor January 2008 Kathleen M. McBride |
Built to Last Although their strategies vary, Rob Arnott and his investment advisor peers are hewing to a long-term focus on fundamentals, valuations, costs, and taxes.  |
The Motley Fool June 10, 2009 Dan Caplinger |
You Need More of These Stocks Limiting your investing to the U.S. could limit your future returns, making you pass up amazing opportunities that others will cash in on.  |
Financial Planning September 1, 2010 Margie Carpenter |
Where the Growth Is Advisors who follows a typical, traditional asset allocation model are likely to be surprisingly underweight in the highest-growth economies of the world.  |
Financial Advisor March 2010 Alan Lavine |
Markowitz: MPT Holds Up Modern portfolio theory never claimed diversification would help during financial crises.  |
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.  |
Entrepreneur March 2007 Dian Vujovich |
Diverse Dozen A fund of funds with assets around the world.  |
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 Advisor February 2007 Eric Rasmussen |
Location, Location, Location With REITs hotter than ever, financial advisors are looking overseas for newer, riper real estate securities.  |
Financial Planning February 1, 2010 Suzanne McGee |
Thinking Outside the Dollar Longtime international investors are bulking up their non-U.S. allocations, and more conservative players are taking notice.  |
BusinessWeek May 21, 2007 Maria Bartiromo |
Can The Market Stay This Hot? Chris Ailman talks about where equities are heading and what the pros are thinking.  |
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.  |
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?  |
On Wall Street August 1, 2013 Matthew Lemieux |
Finding Growth Opportunities in the Emerging Markets Sector Emerging market funds are battered, but there s a strong argument for staying the course.  |
Investment Advisor December 2007 Beth Piskora |
It's a Small World After All Investors are far more likely to turn to mutual funds for international exposure. The average world stock fund has a five-year average annualized return of 19.45%.  |
Financial Advisor August 2010 James Picerno |
Searching For Progress Financial innovation is under fire. Failing to beat the market is only one reason.  |
The Motley Fool July 30, 2009 Jordan DiPietro |
What's Wrong With Your Portfolio There are benefits to internationally diversifying, even in a recession.  |
Investment Advisor March 2006 Kathleen M. McBride |
Allocation Without Borders Vice chairman and CIO of Alliance Bernstein Investment Research & Management Ranji Nagaswami argues that being free to select equities worldwide yields better performance with lower risk.  |
Financial Advisor March 2012 Scott A. MacKillop |
MPT -- A Tool, Not An Answer Improving the data we use and how we evaluate results will lead us to the best conclusions for clients.  |
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 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.  |
The Motley Fool October 15, 2008 Tim Hanson |
This Is the New Financial World Order As investors, we still aren't investing enough in foreign markets.  |
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.  |
The Motley Fool December 15, 2008 Dan Dzombak |
Get Out of the U.S. You need international exposure. We're not suggesting that you move to China -- but that your portfolio should.  |
The Motley Fool June 23, 2005 Nathan Slaughter |
Take Your Portfolio on Vacation Even the most ardent patriot should consider non-American stocks. Many investors have been conditioned to fear anything that exists beyond their borders. Sometimes, though, you may actually like what you find.  |
The Motley Fool May 15, 2008 Todd Wenning |
Don't Fear These Stocks International stocks, particularly those in emerging markets, have thumped the S&P 500 over the past five years.  |
Investment Advisor August 2006 Savita Iyer |
Retirement Planning: Behind the Numbers Advisors are looking overseas for income-producing equities and fixed income to get the best out of the markets for their clients' retirement.  |
Investment Advisor September 2005 Kathleen M. McBride |
But Are They a Good Deal? MFS asset allocation funds pass the three-year mark and get high ratings from S&P.  |
Financial Planning September 1, 2008 Marion Asnes |
The New, New Economy The real estate crisis is still going on. Oil prices have skyrocketed. The financial markets are swinging like pendulums. Welcome to the new economy.  |
On Wall Street September 1, 2009 James MacPherson |
Investing for the Future If classic asset allocation did not prevent most portfolios from losing value, what might investors and advisors do to protect their portfolios, now and in the future?  |
The Motley Fool October 2, 2008 Tim Hanson |
The Biggest Threat to Your Portfolio Today Here's how to make it go away.  |
Financial Planning August 1, 2010 Donna Mitchell |
The Big Bang Harry Markowitz invented the wheel for portfolio construction and management, and that's no exaggeration.  |
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 October 31, 2006 Todd Wenning |
These Aren't Your Grandfather's Stocks Despite the added risks of investing abroad, today's investors must realize that America no longer has a monopoly on growth. A balanced and successful portfolio needs to include some exposure to the international markets.  |
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.  |
The Motley Fool November 20, 2008 Richards & Hanson |
You Have No More Excuses to Ignore These Stocks It's official: You are now out of excuses to ignore foreign stocks for your portfolio.  |
Financial Planning May 1, 2007 Suzanne McGee |
Global Investing: New Bright Ideas For the past few years, international investments seemed to go one way: Up. Now, financial advisors find, the picture is getting more complicated.  |
Investment Advisor March 2009 Melanie Waddell |
Cover Story: Patience In the quest to generate retirement income for their clients, many advisors relied on their investing-for-accumulation roots, and therefore were not focused on retirement income planning.  |
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.  |
Financial Advisor March 2007 Marla Brill |
Ground Floor Heats Up Private equity and IPOs are staging a huge comeback. But should financial advisors jump in?  |
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.  |
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 October 17, 2005 Anne Tergesen |
Finding Fertile Ground Overseas Investors can use international real estate to diversify their holdings.  |
Financial Advisor September 2008 Andrew Dodds |
Uphill Climb The catastrophic losses suffered by Bear Stearns employees should serve as a wake-up call for all financial advisors. Investment portfolios intended for retirement must be adequately diversified.  |