| Similar Articles |
 |
Investment Advisor January 2006 Robert Breshock |
The Tax Advisor: The Case for Loss Harvesting Tax loss harvesting is still underutilized by separate account managers. When evaluating managers for tax management or loss harvesting prowess, financial planners should look for managers who have made it a central part of their process.  |
Financial Planning January 1, 2005 David Stein |
Shopping for Tax Rates Investors who pay taxes as soon as possible end up with more money. It does require careful tax planning and management of trading costs, but the proactive value it can add to a client's aggregate investment portfolio makes it well worth considering.  |
On Wall Street September 1, 2010 Chertavian & Pruitt |
Gaining From Your Losses Without Inflicting Costs Loss harvesting cab be an important tool which enables advisors to add to a client's after-tax returns.  |
Financial Advisor October 2008 Marla Brill |
Ready For Harvest Rounding up investment laggards to harvest tax losses is a good idea toward the end of any year in taxable accounts, but this year there is added incentive.  |
Financial Advisor October 2006 Matt Hougan |
Making Lemonade From Lemons The time to actually do something about taxes is now. Swapping ETFs to harvest losses can make a lot of sense. Financial advisors, take note.  |
The Motley Fool April 29, 2009 Dan Caplinger |
Use Your Losses Without Missing the Rally If you're still smarting from all the money you had to pay the IRS earlier this month, don't just suffer -- do something about it. Now's a great time to build up tax breaks for years to come.  |
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 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 2005 William H. Overgard |
The Cornerstone Of The Business Any successful financial adviser knows that trust is what drives the relationship with the investor and ultimately the success of the fee-based advisory business.  |
Financial Planning October 1, 2009 Donald Jay Korn |
The Tax Dance In 2009, year-end planning may be anything but straightforward because of the extraordinary events of 2008 and the uncertain prospects for future tax rates.  |
The Motley Fool May 29, 2009 Dan Caplinger |
You Don't Need This in Your Portfolio Tax-efficient funds are a thing of the past.  |
Investment Advisor July 2007 Jeff Joseph |
Overlay Uses 101 Separation of alpha and beta appears to be the mantra du jour in portfolio management. Here's how overlays fit in.  |
Financial Planning December 1, 2005 Michael Provine |
A Healthy Harvest Selling losing positions to offset capital gains and ordinary income is the single most effective way to reduce the tax liability in a client's portfolio.  |
Registered Rep. January 1, 2003 Jason Van Steenwyk |
Winning the "Loser's Game" Investing is an activity in which the victor often prevails because he makes fewer mistakes than his rival does. It is no different for financial advisors and your clients.  |
On Wall Street December 1, 2009 Bill Fleming |
Markets Are Up and It's Time to Sell Now that the markets have started to show some signs of life, it's safe -- prudent even -- to revisit your clients' portfolios and start thinking about gains.  |
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.  |
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.  |
Financial Planning August 1, 2006 John Nersesian |
The Right Stuff Here's how to use performance metrics to select and evaluate fund managers for your financial advisory clients.  |
Financial Planning September 1, 2006 Craig L. Israelsen |
Alpha Up and Down If you select mutual funds on the basis of their alpha, you may want to check how consistent those alphas really are.  |
Financial Advisor August 2008 Roy Diliberto |
Some Taxes May Not Be Inevitable Reducing the tax disadvantages of investing in mutual funds.  |
Financial Advisor April 2007 Matthew M. Brandeburg |
Alpha: Charge Clients Based On The Value You Add As financial advisors, we need to quantify what our investment planning acumen is achieving for our clients.  |
The Motley Fool August 15, 2009 Dan Caplinger |
Keep Your Profits Without Missing the Next Rally This options strategy gives you the best of both worlds.  |
Financial Planning February 1, 2006 Joan Warner |
The Case For Portable ALPHA As international markets become more correlated, the need for financial advisers and money managers to access greater diversification -- while hedging risk -- could make this strategy investing's next hot model.  |
Financial Planning June 1, 2009 Donald Jay Korn |
Loss Leaders Should tax-loss carryforwards be considered when deciding whether to acquire or retain a mutual fund in a taxable account?  |
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 November 26, 2007 Dan Caplinger |
4 Ways to Cut Your Taxes Now Act now with these end-of-year tax tips to pay less next April.  |
The Motley Fool November 25, 2009 Selena Maranjian |
Time to Sell Those Winners -- and Losers The end of the year is approaching, and there are things you can do now to reduce your tax hit.  |
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.  |
Financial Planning August 1, 2006 Craig L. Israelsen |
Alpha in the Box The search for Shangri-La pales in comparison to the quest for funds that consistently deliver high alpha. The fundamental question for financial advisors: Does alpha differ across the nine Morningstar style boxes?  |
Financial Planning April 1, 2011 Suzanne McGee |
Chasing Alpha With investment strategists and pundits predicting a long period of sluggish returns that may not make it out of the single digits, there is every reason for advisors to intensify their quest for alpha. But alpha is both hard to define and harder to find.  |
The Motley Fool October 30, 2009 Selena Maranjian |
Big Gains and Minimal Taxes Many fund investors will enjoy a silver lining come tax time.  |
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 Planning April 1, 2007 Len Reinhart |
The Bigger Picture Will overlay management become the new business model for separately managed accounts?  |
AskMen.com April 16, 2013 |
Alpha Male Traits The following seven essential attributes of an alpha male come from the book Man 2.0 Engineering the Alpha: A Real World Guide to an Unreal Life, written by fitness experts and celebrity trainers Adam Bornstein and John Romaniello.  |
The Motley Fool September 23, 2011 Lipman & Esterhuizen |
5 Undervalued Recession-Proof Stocks Give these companies a try: Arch Capital Group... Meadowbrook Insurance Group... Synopsis... MKS Instruments... Fresh Del Monte Produce...  |
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.  |
The Motley Fool December 1, 2009 Dan Caplinger |
4 Things You Must Get Done This Month Don't let the year end without paying attention to your taxes, saving more for retirement, spending your flex plan money, and making a plan for investing.  |
Financial Advisor March 2010 Alan Lavine |
Markowitz: MPT Holds Up Modern portfolio theory never claimed diversification would help during financial crises.  |
The Motley Fool December 6, 2004 Bill Mann |
It's Tax-Loss Season, Y'all The tax clock for selling stock losers to match against winners expires December 31. So selling losers becomes a no-brainer, right? Not so fast.  |
The Motley Fool December 10, 2009 Dan Caplinger |
Watch Out For These Year-End Traps Sometimes, investments do strange things in December and January.  |
The Motley Fool December 3, 2008 Dan Caplinger |
The January Effect Won't Save You If you're looking forward to the New Year to bring your portfolio a much-needed relief rally, prepare to be disappointed.  |
The Motley Fool September 3, 2009 Dan Caplinger |
Make These 4 Moves and Stay Panic-Free You don't know what's coming, but you can prepare for it.  |
Registered Rep. March 1, 2003 Stan Luxenburg |
Going to Extremes Used as the "explore" part of a "core and explore" strategy, focus can indeed help produce alpha (outperformance).  |
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 2010 Alan Lavine |
Watch Your Investment Tail Advisors are using options to insure portfolios against "once in a lifetime" losses.  |
Financial Planning July 1, 2010 Craig L. Israelsen |
Alpha and Beta Can a portfolio consisting entirely of beta-producing elements produce alpha? The answer is clearly yes.  |
Financial Planning May 1, 2013 Joel Bruckenstein |
Building a Smarter Portfolio Riskalyze Pro's risk-assessment and portfolio-construction tools aim to help you keep clients from buying high and selling low.  |
The Motley Fool November 20, 2006 Dan Caplinger |
It's All Greek to Me Finance's unique combination of mathematical and social sciences makes the field a linguistic battleground among academics. As ways to express financial concepts, alpha and beta are relatively simple.  |
Financial Advisor July 2011 James Picerno |
Old Debate, New Look Recent research suggests that alpha isn't so elusive after all.  |
Investment Advisor March 2006 Kathleen M. McBride |
Acting Like He Thinks If you're considering a large-cap growth fund, don't forget James P. O'Shaughnessy's Dreyfus Premier Alpha Growth Fund/B. Here's an interview with the fund manager.  |