MagPortal.com   Clustify - document clustering
 Home  |  Newsletter  |  My Articles  |  My Account  |  Help 
Similar Articles
Financial Advisor
January 2007
Marla Brill
Simple Solutions? Life cycle funds are expanding beyond the 401(k) market to financial advisors. Advisors considering using target date funds, whether on a limited or for a broad swath of clients, need to consider a number of features. mark for My Articles similar articles
The Motley Fool
June 13, 2008
Julie Clarenbach
A Retirement Portfolio You Can Set and Forget Don't let lifecycle funds target your retirement without taking a very close look at them. mark for My Articles similar articles
Financial Planning
July 1, 2006
Israelsen & Walker
Right on Target? Life-cycle funds are relatively new. Here are the pros and cons of investing in target-date funds. mark for My Articles similar articles
The Motley Fool
October 20, 2010
Selena Maranjian
Get a Bigger Bang from These Investments Target-date funds may soon be easier to evaluate. mark for My Articles similar articles
Registered Rep.
August 1, 2004
Stan Luxenberg
Nest Eggs in Multiple Baskets Increasingly, employers have begun offering life cycle funds, which include broad mixes of stocks and bonds. By picking one life cycle choice, an investor can hold a nicely diversified 401(k) portfolio. mark for My Articles similar articles
Financial Advisor
May 2005
Jeff Schlegel
"Assets-In-A-Box" Investing Considering the appeal of prepackaged asset allocation, it's little wonder that lifecycle funds are one of the hottest areas in the mutual fund industry. mark for My Articles similar articles
The Motley Fool
September 19, 2006
Zoe Van Schyndel
Retirement Planning the Easy Way? As you plan for retirement, a target fund might be worth considering. Make sure that the fund you select matches your risk tolerance and your personal retirement goals. mark for My Articles similar articles
On Wall Street
September 1, 2013
Tom Roseen
The Rise of Asset Allocation Funds The modern version of balanced funds, these portfolios continue to make inroads with investors. mark for My Articles similar articles
Registered Rep.
October 1, 2006
Kevin Burke
Spinning Their Wheels If you're thinking of steering your clients into life-cycle funds, be sure to kick the tires first. With more and more asset managers rolling out life-cycle funds, it's easy to get caught up in some excitement. But, buyer beware: They can be expensive and have middling performance. mark for My Articles similar articles
Real Estate Portfolio
Jan/Feb 2008
Allen Kenney
The Time of Your Life Life cycle funds gain popularity by enabling investors to choose tailored investment plans. REIT Usage in Life Cycle Fund Products: AllianceBernstein Retirement Strategies -- 10%... JPMorgan Smart Retirement Funds -- 4% to 6%... etc. mark for My Articles similar articles
The Motley Fool
February 16, 2011
Amanda B. Kish
A Helping Hand With Your Investments Options for folks who want a little bit of help in crafting their asset allocation. mark for My Articles similar articles
The Motley Fool
November 25, 2008
Dan Caplinger
Did Asset Allocation Work? Some funds claimed to protect you from the downturn. Did they deliver? mark for My Articles similar articles
Investment Advisor
December 2007
Melanie Waddell
Target Date: Now The future is very bright for the already popular lifecycle funds. Industry experts predict that investment advisors will continue to boost lifecycle funds' popularity. mark for My Articles similar articles
Registered Rep.
November 10, 2011
Mark Miller
Target Date Funds: Not So Bad After All? A fee-only financial advisor for both retirement plans and individuals, worries that target date funds -- which invest in a mix of assets with the aim of reducing equity exposure as participants approach retirement -- just can't do as good a job as professional advisors. mark for My Articles similar articles
Real Estate Portfolio
Nov/Dec 2008
Allen Kenney
On the Road to Retirement Target date funds are taking a closer look at where retirees will end up, and changes are coming that could pay dividends for REITs. mark for My Articles similar articles
Financial Advisor
November 2007
William Glasgall
Income For Life? Well, We Hope So. A look at new products that are supposed to create "personal pensions" for your clients: Dividends Galore With ETFs... Mutual Funds Aim For Payouts... Advisors Warm To Immediate Annuities... etc. mark for My Articles similar articles
CFO
May 1, 2009
Lynn Brenner
Are Target Funds on Target? The "simple" investment option may be more complicated than you think. mark for My Articles similar articles
The Motley Fool
May 19, 2009
Dan Caplinger
Only You Can Make This Crucial Choice As tempting as it may be, don't just pass off responsibility for your investments to someone else. Sometimes you'll get just the results you want, but more often, what you buy won't live up to your expectations. mark for My Articles similar articles
Financial Advisor
January 2009
Marla Brill
Failure To Launch Advisors have little or no leeway to adjust positions in needs-based or all-in-one investment vehicles, such as 529 plans and target funds, and make changes when the market is melting down. mark for My Articles similar articles
The Motley Fool
December 22, 2006
Dan Caplinger
Do Pensions Beat 401(k)s? A recent study shows that investors aren't doing as well on their own and underscores the need for employees to understand and take full advantage of their retirement plan options. mark for My Articles similar articles
Financial Advisor
October 2007
Marla Brill
Do Your Clients' Target Funds Measure Up? How do market watchers come up with apples-to-apples comparisons of target-date funds? The absence of a standardized benchmark has left financial advisors to wade through the burgeoning number of fund choices with only vague and often conflicting guidelines for evaluation. mark for My Articles similar articles
Financial Advisor
March 2011
Jeff Schlegel
401(k)s Are Still O(k) Some critics contend the 401(k) concept is broken and has failed its basic mission to fund the great American retirement. Avatar Associates begs to differ. mark for My Articles similar articles
The Motley Fool
June 10, 2010
Scott Holsopple
The $5.5 Billion Mistake Are you throwing your retirement money out the window? mark for My Articles similar articles
Financial Planning
September 1, 2011
Craig L. Israelsen
Target Funds: To or Through? How do you decide when it's the right time to say goodbye to a client's target-date funds - when they reach the specified year or all the way through the retirement years? mark for My Articles similar articles
Entrepreneur
June 2007
Scott Bernard Nelson
Too Revealing? The scoop on funds of funds. mark for My Articles similar articles
Investment Advisor
March 2007
Melanie Waddell
Leading the Way This year is shaping up into one in which advisors will have to stay compliant with a plethora of retirement planning rules and regs if they expect to stay firmly rooted in the retirement planning arena -- and doing what's best for their clients. mark for My Articles similar articles
The Motley Fool
March 24, 2005
Josie Raney
Do Targeted Funds Hit Your Mark? Look before you take the lifecycle leap. If you're a beginning investor, these funds can offer inexpensive, no-fuss, diversification -- provided you choose the one that best suits your investing timeline and tolerance for risk. mark for My Articles similar articles
Real Estate Portfolio
Sep/Oct 2002
Jack McAllister
After the Fall Companies are not waiting for Congress to act; instead leading firms are fixing their 401(k) plans... and real estate stocks are part of the solution. mark for My Articles similar articles
The Motley Fool
March 25, 2008
Chuck Saletta
The World's Easiest Retirement Plan Doing anything -- anything at all! -- to prepare for retirement, is better than doing nothing. Read on for our simple plan. mark for My Articles similar articles
The Motley Fool
August 22, 2007
Amanda B. Kish
Funds That Hit the Target More and more firms and retirement plans are beginning to offer target-date funds, asset-allocation funds that are designated by the year in which an investor plans to retire. Are they right for you? mark for My Articles similar articles
Investment Advisor
February 2009
A New Benchmark for Advisors With many advisors using an asset allocation strategy, the S&P 500 is no longer a great benchmark against which to set your pace. Take a look at these new benchmarks. 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
The Motley Fool
June 26, 2009
Dan Caplinger
Will the Government Cripple Target Funds? In response to pressure, some funds are reducing stock exposure. mark for My Articles similar articles
The Motley Fool
December 19, 2008
Dan Caplinger
Don't Repeat This 2008 Mistake Target funds got billed as the perfect way to save for retirement or other long-term goals. Yet judging from their performance this year, investors who relied on target funds to get their allocations right got a nasty surprise. mark for My Articles similar articles
The Motley Fool
August 24, 2006
Dan Caplinger
Relieve Your Tax Burden: Part 1 One of the first things that any beginning investor learns about is the strategy of asset allocation. Here's a guide to the quirks of more aggressive investment accounts. mark for My Articles similar articles
The Motley Fool
March 10, 2009
Dan Caplinger
Where Smart Investors Put Their Money More investors are taking advantage of this strong retirement-based opportunity. Are you? mark for My Articles similar articles
Financial Advisor
November 2010
Alan Lavine
New Opportunities With 401(k)s Participants are making asset allocation mistakes, even though most plans offer a good selection of investment options. mark for My Articles similar articles
Financial Planning
December 1, 2010
Craig L. Israelsen
The Responsible Investor Investors who rely on portfolio performance to do the heavy lifting (that is, to make up for insufficient contributions during their working years) will usually fall into the trap of having too much equity exposure and therefore be exposed to too much risk. mark for My Articles similar articles
Real Estate Portfolio
Nov/Dec 2003
Art Gering
Undefined Contributions Although a large number of companies invest in real estate in their defined benefit plans, many deny their employees the same advantages in their 401(k) plans. mark for My Articles similar articles
Financial Planning
February 1, 2008
Elizabeth O'Brien
Retirement Income: The New Solutions The boomer retirement wave is here, and so are new products designed to turn their hoarded assets into cash flow. mark for My Articles similar articles
The Motley Fool
January 19, 2006
Rex Moore
Optimize Your Asset Allocation The nearer you are to retirement, the more important your asset allocation. Which investments should go in your retirement account? mark for My Articles similar articles
Financial Advisor
October 2004
Tracey Longo
Investing For Retirement Investing for retirement is feeling pretty dicey. That has investors looking for all the advice they can find. Here's what financial advisors are saying. mark for My Articles similar articles
Registered Rep.
October 1, 2005
Stan Luxenberg
Taking the Sting Out of Taxes For high-net-worth investors, tax-sheltered accounts offer special opportunities. Because they need not worry about exhausting savings, wealthy clients can use shelters creatively to derive maximum tax and investing benefits. mark for My Articles similar articles
BusinessWeek
July 3, 2008
Lauren Young
Target-Date Funds Hit Their Stride They're finally investing in the wider array of products that have helped put big pension funds ahead of the pack. mark for My Articles similar articles
Registered Rep.
January 10, 2014
Mark Miller
The Problem with the Glidepath A research paper argues that target date funds take risk and return off the table too quickly for pre-retirees, and that they are forcing millions of retirement investors into negative-return fixed income vehicles, mainly Treasuries. mark for My Articles similar articles
Financial Planning
August 1, 2009
Katherine Reynolds Lewis
Time to Reevaluate As the government takes a second look at the financial world, it is evaluating whether target-date funds protect investors' -- your clients, whether they are employers or employees -- best interests. 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 Planning
November 1, 2008
Gregory P. Brown
Target-Date Technique The simplicity of many existing target-date funds conceals a number of obstacles that can impede investors' efforts to adequately fund their retirement income needs. 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
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