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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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. 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
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
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
August 2008
Roy Diliberto
Some Taxes May Not Be Inevitable Reducing the tax disadvantages of investing in mutual funds. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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? 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
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. mark for My Articles similar articles
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. 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
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? mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
October 30, 2009
Selena Maranjian
Big Gains and Minimal Taxes Many fund investors will enjoy a silver lining come tax time. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Planning
April 1, 2007
Len Reinhart
The Bigger Picture Will overlay management become the new business model for separately managed accounts? mark for My Articles similar articles
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. mark for My Articles similar articles
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... mark for My Articles similar articles
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. mark for My Articles similar articles
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. 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
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. mark for My Articles similar articles
The Motley Fool
December 10, 2009
Dan Caplinger
Watch Out For These Year-End Traps Sometimes, investments do strange things in December and January. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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). 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 2010
Alan Lavine
Watch Your Investment Tail Advisors are using options to insure portfolios against "once in a lifetime" losses. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
July 2011
James Picerno
Old Debate, New Look Recent research suggests that alpha isn't so elusive after all. mark for My Articles similar articles
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. mark for My Articles similar articles