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On Wall Street October 1, 2011 Don Schreiber, Jr.	The Beauty of Dividend-Paying Stocks With the vast majority of investors getting closer to retirement and becoming more risk adverse, advisors should create balanced portfolios using a mix of bonds and high-yielding dividend stocks to potentially increase return and reduce risk.
On Wall Street September 1, 2012 Don Schreiber	Making a Case for Dividend-Paying Stocks in Retirement Portfolios One expert argues that dividend-paying stocks, not growth stocks, should be the building blocks of retirement portfolios
Investment Advisor June 1, 2011 Don Schreiber, Jr.	Value, Dividends and Risk Matter in Retirement Investors need a 'responsive system' from advisors to improve return and build capital.
Financial Planning April 1, 2005 O'Toole & Steiny	Rain or Shine Your ability to react to shifting market cycles will set you apart. By educating your clients and building an adaptable investment management strategy now, you'll be well prepared for the good times--and the bad.
Financial Planning July 1, 2012 Don Schreiber Jr.	The Big Idea: Rising Payouts Advisors are faced with the daunting task of trying to help investors overcome losses and rebuild sufficient capital to meet their retirement income needs.
Registered Rep. April 22, 2011 Diana Britton	Demand Picks Up For Dividend-Paying Stocks Money management firm WBI Investments, which specializes in investing in higher-yield, dividend-paying stocks, has recently been doing more business with wirehouse firms out of demand for these types of strategies.
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?
Financial Advisor September 2010 Paul R. Sanford	You Are Not Yale Yale's David F. Swensen held the unofficial title of investment genius for many years until his model nose-dived with everyone else's in the 2008 crash.
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.
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 Planning June 1, 2009 Ilana Polyak	Buy and Hope More and more advisors are rethinking a buy and hold strategy.
Investment Advisor August 2007 Ken Ziesenheim	The Income Barista Here is how investment advisors can build diversified dividend portfolios for their clients' retirements.
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.
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.
Financial Advisor August 2010 James Picerno	Searching For Progress Financial innovation is under fire. Failing to beat the market is only one reason.
Financial Advisor November 2009 Clifford Caplan	MPT in a Black Swan Universe Advisors need to consider how catastrophic events could help portfolios outperform.
Financial Advisor January 2009 Ray Fazzi	Retirement Dreams Deferred Vanguard Group's Fran Kinniry addresses why what some call the lost decade for equities shouldn't cause clients to bail at just the wrong time.
Financial Advisor March 2010 Alan Lavine	Markowitz: MPT Holds Up Modern portfolio theory never claimed diversification would help during financial crises.
On Wall Street October 1, 2008 Larry Silver	Keeping It Simple Perhaps the best investment strategy for these volatile times, shared by the most successful advisors, was quite simple: Remain fully invested in a basically conservative, diversified portfolio..
Financial Planning April 1, 2006 Stephen Savage	Satellite of Beta When constructing a core-satellite portfolio, where do your indexes really belong? Here's an approach that is closer to the inverse of the traditional core-and-satellite approach.
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 Advisor June 2004 Kevin M. Wilson	Why Value Beats Growth Portfolios using asset allocation combined with value investing produce better financial results. How should you advise clients to invest?
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.
Investment Advisor November 2009 Bob Clark	Clark at Large: The Times They Are a Changin' A new risk consciousness among advisors and clients may be the silver lining to the market meltdown.
Investment Advisor February 2009 Angela Herbers	Advisor, Heal Thyself Good advice to advisors these days is that they revise their own financial plans.
The Motley Fool May 7, 2009 Dan Caplinger	Do This Before You Buy (or Sell) the Rally With the downs and ups of the market, how much of your money should you have in stocks right now? If you look at the rally and say "as much as possible," then you haven't learned as much from the bear market as you should have.
Investment Advisor March 2009 Bob Clark	We Can Be Heroes One of the only bright spots we've seen has been those firms offering ETFs that short the markets, use leverage, or track commodities indexes.
Financial Advisor December 2008	Sharing Ideas Advisors plot the future of their practices at The 11th Financial Advisor Symposium.
Investment Advisor November 2006 Kathleen M. McBride	Equity Income Ingenuity The Goldman Sachs U.S. Equity Dividend and Premium Fund looks to provide a sustainable cash flow for extended lifespans.
Financial Advisor March 2011 Somnath Basu	Back To Basics Advisors don't need to rely on complicated models to help clients avert losses.
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.
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 May 1, 2011 Andrew Rudd	First and Goal Financial advisors who want to thrive going forward should consider building client retirement portfolios capable of funding each investor's essential retirement goals, regardless of how the markets behave at any given time.
Financial Planning October 1, 2008 Richard K. Fullmer	Reducing Retirement Risk How should retirees configure their portfolios for the long term, while not exposing themselves to inappropriate risk?
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.
Investment Advisor April 2007 James J. Green	Fortunate Son Don Schreiber, who's built WBI Investments, his financial advisory practice, into a powerhouse firm discusses how he turned away from conventional wisdom because it didn't help his clients.
Financial Advisor August 2008 Ken Ziesenheim	The Real Thing Investment returns need to be evaluated after taxes, expenses and inflation -- but few do that.
Financial Planning December 1, 2008 Stephen Savage	What Just Happened The magnitude of this market decline exceeds the frame of reference of nearly every advisor in business today, and most of their clients. What approach can advisors take with shell-shocked clients?
Financial Planning July 1, 2007 Gene Fama Jr.	Bonds for Wealth People often look to bonds for retirement income, but the raw pursuit of income can engage inadvertent risks that can be especially rough on retirees. In the end, financial security is about total wealth, not marginal income.
On Wall Street March 1, 2010 Tim Knepp	Real Estate: Is It Time To Get Back In? Are there sound reasons for adding real estate back into your asset allocation? The answer, as always, is that it depends on the purpose of the investment and how the exposure would be gained.
Registered Rep. August 1, 2006 David Prokupek	Shelter From the Storm Today's market -- with rising interest rates, significant volatility, few sectors providing positive performance and solid global economic expansion -- bears striking resemblance to the 1970s. So, what are an advisors and investors to do?
Investment Advisor April 1, 2011 Bob Clark	Boring No More With baby boomers moving into their distribution years, bonds -- and the folks who manage them -- are becoming a lot more interesting
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 November 1, 2009 Brian Gaffney	Attitude Adjustment Today, more than a year after the fall of Lehman Brothers, investors seem to be breathing a bit easier.
Financial Advisor May 2011 Jeff Schlegel	Mainstreaming Alternatives Financial advisors are taking a shine to alternative investments.
Financial Planning February 1, 2008 Huxley & Burns	The Match Makers Advisors can use asset dedication to match client's cash flows to their liabilities.
Financial Planning March 1, 2010 Donald Jay Korn	Digging for Dividends According to Morningstar, there are 56 mutual funds with the word "dividend" in their name, plus another 33 dividend ETFs.
The Motley Fool November 25, 2008 Dan Caplinger	Did Asset Allocation Work? Some funds claimed to protect you from the downturn. Did they deliver?
On Wall Street August 1, 2011 Matthew Lemieux	The Growth of Non-Traditional Strategies When added to an investment portfolio, non-traditional approaches in mutual funds may create opportunities for return enhancement or risk reduction.
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.