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Financial Planning
August 1, 2008
William Harding
A Different Mix As investors suffer through this year's unstable market, the wounded are talking about alternative investments. 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
Financial Advisor
May 2011
Jeff Schlegel
Mainstreaming Alternatives Financial advisors are taking a shine to alternative investments. mark for My Articles similar articles
Financial Planning
October 1, 2012
Craig L. Israelsen
How Planners Can Use Treasury Inflation-Protected Securities for a Portfolio If Treasury Inflation-Protected Securities are added to an equity-based portfolio, what is their impact on returns and volatility? mark for My Articles similar articles
Financial Planning
November 1, 2009
Allan S. Roth
Tips on TIPS A look at Treasury Inflation-Protected Securities (TIPS) as measured by the Urban Consumer Price Index (CPI-U). mark for My Articles similar articles
Registered Rep.
August 1, 2006
Stan Luxenberg
From Complexity to Simplicity And Back Using plain-vanilla mutual funds, retail advisors can build low-correlating portfolios, like absolute-return portfolios. In fact, the sophisticated financial advisor is performing like a mini-institutional consultant of yore. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
February 2009
Ray Fazzi
Clean Alternatives A longtime skeptic of the hedge fund industry, Thomas Meyer, CEO of Meyer Capital Group in Marlton, N.J., uses a more transparent path to alternative investments: open-end mutual funds. mark for My Articles similar articles
Registered Rep.
April 5, 2010
Stan Luxenberg
After a Rollercoaster Year, Are TIPS Attractive? Those can help to diversify portfolios and protect purchasing power. But for all the virtues of TIPS, they can be volatile creatures that suffer significant losses. mark for My Articles similar articles
The Motley Fool
March 19, 2010
Robert Brokamp
Will Rising Rates Sink Your Portfolio? And should you be worried? How will this affect the portfolios of people who invest in rate-sensitive securities -- namely, bond mutual funds and exchange-traded funds? 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
Financial Planning
March 1, 2010
Craig L. Israelsen
A Yale Tale The venerable Yale Endowment Fund serves as a performance benchmark for pension managers, endowment fund managers and money managers. mark for My Articles similar articles
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. mark for My Articles similar articles
Registered Rep.
December 22, 2009
Stan Luxenberg
Forget Stock Market Gains, It's Best to Avoid Losses Many financial advisors and portfolio managers who held to traditional buy-and-hold stock-bond portfolios are now emphasizing new kinds of diversification. mark for My Articles similar articles
BusinessWeek
November 25, 2009
Amy Feldman
'Hedge Funds' for Everyone The market meltdown highlighted the risk of investing in only stocks and bonds. A new wave of funds make it easier for average investors to diversify. mark for My Articles similar articles
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? mark for My Articles similar articles
The Motley Fool
February 23, 2010
Amanda B. Kish
Are Advisors Making Smart ETF Choices? It looks like many of them are jumping on the bandwagon. mark for My Articles similar articles
Financial Planning
September 1, 2011
Donald Jay Korn
Double Plays When clients want a total return fund, it may be difficult for advisors to sort out the options. Determining what role a total return fund can play in a client's portfolio requires a deeper understanding of this confusing category. mark for My Articles similar articles
Financial Planning
January 1, 2009
Donald Jay Korn
Outlook 2009 The long-term outlook is brighter than the current vista. Markets have always turned up after downturns and there's no reason to think this pattern will end. mark for My Articles similar articles
Investment Advisor
April 2009
Bob Clark
Clark at Large: Timing Is Everything Now that (nearly) all asset classes have sunk, advisors are rethinking their investment strategies. mark for My Articles similar articles
The Motley Fool
September 16, 2010
Amanda B. Kish
Why You're Not Beating the Market All stocks seem to be moving in tandem. Actively managed mutual funds have been one of the primary victims of this flight from equity, with $191 billion pulled from equity funds in 2008 and 2009, according to Investment Company Institute data. mark for My Articles similar articles
Financial Planning
September 1, 2006
Donald Jay Korn
TIPSy-Turvy With inflation on the rise, why are Treasury inflation-protected securities heading south? To understand why TIPS can be so volatile, planners should know how they work. mark for My Articles similar articles
Financial Advisor
October 2011
Michelle Knight
Not Your Grandma's Bond Portfolio A dynamic approach to managing fixed-income assets may boost returns and manage interest-rate and inflation risks. mark for My Articles similar articles
Registered Rep.
December 1, 2002
Stan Luxenberg
Calming the Terrified Client For most clients, however, there are options more lucrative than principal-protection funds that provide a respectable return without assuming the risk of straight equity funds. Consider, for example, closed-end municipal bond funds. mark for My Articles similar articles
The Motley Fool
December 11, 2007
Dan Caplinger
2007's Big Surprise Mutual funds that invest in Treasury securities have put in an unexpectedly good performance in 2007, giving broader-market indexes a run for their money. mark for My Articles similar articles
Financial Planning
October 1, 2011
Donald Jay Korn
Buoyant Bonds The world seems to be awash in debt, especially government debt. Considering that government issues are crucial to the world's bond markets, fixed-income investments have held up surprisingly well. mark for My Articles similar articles
Financial Planning
June 1, 2011
Donald Jay Korn
Price Controls It's beginning to look a lot like inflation. Or is it? Statistics seem to tell the story, but when it comes to inflation, not everyone agrees how the plot will unfold. mark for My Articles similar articles
The Motley Fool
January 15, 2009
Zoe Van Schyndel
A TIP for Inflation-Fearing Investors Buy inflation-protected bonds through an ETF. mark for My Articles similar articles
Financial Advisor
December 2005
Alan Lavine
Playing Two Sides PIMCO's three-year-old StocksPlus Total Return Fund buys S&P 500 futures, then tries to beat the index with bonds. mark for My Articles similar articles
Investment Advisor
August 2008
Melanie Waddell
Time for an Alternative The volatile market is sparking more use of alternative assets mark for My Articles similar articles
Investment Advisor
June 2010
Bob Clark
Clark at Large: Investing Like the Big Boys Alternatives can make a big difference in client portfolios. mark for My Articles similar articles
The Motley Fool
March 31, 2009
Dan Caplinger
Why TIPS Won't Save You Although TIPS are a better investment than bonds that don't have inflation protection built in, putting all your money into them is a bad bet. mark for My Articles similar articles
BusinessWeek
February 4, 2010
Tara Kalwarski
How to Fix Your Bond Mix Here's how three funds allocate bonds for people retiring in 2010 mark for My Articles similar articles
Financial Advisor
August 2009
Craig L. Israelsen
A Better Balanced 'Core' Balanced funds are based on outdated models and need to be better diversified. mark for My Articles similar articles
Investment Advisor
March 2007
Susan L. Hirshman
Managing Fear, Maintaining Your Edge How to educate and enlighten your clients on alternative investments. mark for My Articles similar articles
Financial Planning
October 1, 2010
Craig L. Israelsen
Lost-and Found A well-diversified portfolio would have protected investors during the "Lost Decade" between 2000 and 2009. mark for My Articles similar articles
Financial Planning
September 1, 2009
Craig L. Israelsen
Upper-Left Quadrant Prudent investing requires the construction of multi-asset portfolios. 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
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
BusinessWeek
September 27, 2004
Christopher Farrell
Why TIPS Are Still a Buy Despite a recent slide, Treasury Inflation-Protected Securities provide a sound inflation hedge. They will, indeed, behave as they were intended to -- if you hold them until maturity. mark for My Articles similar articles
Financial Planning
July 1, 2012
Scott Colyer
Failed TIPS On the surface, TIPS would appear to protect investors, but there are inherent problems. For starters, if the securities are held in a taxable account, investors pay an ordinary tax rate on income they will not receive until maturity. mark for My Articles similar articles
Registered Rep.
January 27, 2011
Stan Luxenberg
Don't Dump Your Muni Mutual Funds The municipal default rate remains tiny, and yields on high-quality bonds are relatively rich. mark for My Articles similar articles
Financial Planning
January 1, 2005
Janet Aschkenasy
Staggering Choices Many financial advisory clients are using bond ladders to climb beyond interest-rate risk and inflation risk--but not all ladders are created equal. mark for My Articles similar articles
The Motley Fool
June 25, 2007
John Rosevear
TIPS for Dodging Inflation These Treasury securities can help hedge against inflation -- sometimes. TIPS have become quite popular among institutional and individual investors looking for some measure of inflation protection in the conservative segments of their portfolios. mark for My Articles similar articles
The Motley Fool
January 24, 2009
Alex Dumortier
Slam-Dunk Investment TIPS for 2009 There is a lesson here about Treasury Inflation-Protected Securities, TIPS, for all investors who wish to protect their assets -- even those who consider themselves purely stock investors. 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
On Wall Street
May 1, 2011
Robert J. Lindner
Stabilizing Portfolios With Managed Futures Largely ignored by the advisor community, the Managed Futures Index returned 10.23% annualized over the 30-year period ending December 2010. Barclays Capital U.S. Aggregate Bond Index returned an annualized 8.92% and the S&P 500 returned 10.71% annualized. mark for My Articles similar articles
Financial Advisor
May 2004
C. Michael Cart
Risk Control: The Next Act For ETFs New Exchange-traded funds are being created as strategies and technology are developed. mark for My Articles similar articles
The Motley Fool
June 1, 2011
Dan Caplinger
Bonds Aren't as Good as They Look But people keep buying them. mark for My Articles similar articles
The Motley Fool
November 2, 2006
Dan Caplinger
Compound Your Diversification By being aware of the benefits of diversification, you can ensure that you take the necessary steps to protect yourself and minimize the risks that you face as an investor. mark for My Articles similar articles