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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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Planning
November 1, 2007
Gene Fama
Small-World Investing Do international stocks really give you higher returns with less risk? mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
March 2011
Somnath Basu
Back To Basics Advisors don't need to rely on complicated models to help clients avert losses. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. 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
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
Entrepreneur
March 2007
Dian Vujovich
Diverse Dozen A fund of funds with assets around the world. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. 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
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? mark for My Articles similar articles
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. mark for My Articles similar articles
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%. mark for My Articles similar articles
Financial Advisor
August 2010
James Picerno
Searching For Progress Financial innovation is under fire. Failing to beat the market is only one reason. mark for My Articles similar articles
The Motley Fool
July 30, 2009
Jordan DiPietro
What's Wrong With Your Portfolio There are benefits to internationally diversifying, even in a recession. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. 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
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. 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
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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? mark for My Articles similar articles
The Motley Fool
October 2, 2008
Tim Hanson
The Biggest Threat to Your Portfolio Today Here's how to make it go away. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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? mark for My Articles similar articles
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. mark for My Articles similar articles
BusinessWeek
August 15, 2005
Don't Forget Home Equity To business professor Dean Gatzlaff, your home should be part of any asset allocation plan. mark for My Articles similar articles
BusinessWeek
October 17, 2005
Anne Tergesen
Finding Fertile Ground Overseas Investors can use international real estate to diversify their holdings. mark for My Articles similar articles
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. mark for My Articles similar articles