| Similar Articles |
 |
The Motley Fool February 23, 2007 Dan Caplinger |
Don't Leave Your Investments on Autopilot An occasional look can reveal profitable adjustments to your portfolio.  |
The Motley Fool October 12, 2010 Kevin Brosious |
Rebalance and Win With one quick move, your portfolio could have already recovered from the Great Recession.  |
Financial Advisor November 2010 James Picerno |
Rethinking Rebalancing Is it a risk management tool or a source of alpha? Maybe it's both.  |
The Motley Fool September 14, 2006 Ryan Popple |
When Should I Rebalance? Rebalancing a portfolio works best when it's linked to performance. Asset allocation can not only manage risk, it can also increase portfolio returns.  |
The Motley Fool December 22, 2008 Dan Caplinger |
Do This Today; Boost Your Returns Tomorrow The one-step way to make sure your portfolio bounces back.  |
The Motley Fool January 29, 2009 Dan Caplinger |
Why Bogle Doesn't Bother to Rebalance Before you rebalance your portfolio, you should understand exactly why you're rebalancing -- and what impact it will have on your overall portfolio.  |
The Motley Fool April 27, 2009 Dan Caplinger |
The Crazy Thing You Already Should Have Done The time you should be most interested in getting back into stocks is when it seems like only a crazy person would buy them.  |
Financial Planning December 1, 2008 Gobind Daryanani |
Balancing Acts How do you rebalance assets in these turbulent times? A new approach, called opportunistic rebalancing, squeezes more alpha out of rebalancing.  |
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.  |
The Motley Fool November 17, 2009 Dan Caplinger |
Do This and Avoid the Next Lost Decade One simple thing is all it would have taken. Even if major indexes can't rebalance, that doesn't mean that you shouldn't.  |
The Motley Fool February 9, 2010 Dan Caplinger |
Don't Let Your Investments Blindside You Do it yourself and know what you're getting. There are some things you're better off doing yourself and managing your retirement savings is one of them  |
The Motley Fool November 25, 2008 Dan Caplinger |
Did Asset Allocation Work? Some funds claimed to protect you from the downturn. Did they deliver?  |
The Motley Fool August 30, 2010 Dan Caplinger |
Don't Wait Another Day to Do This Your allocations have gotten out of whack. Do something about it.  |
The Motley Fool June 3, 2009 Dan Caplinger |
Don't Repeat This Wealth-Killing Mistake Your patience has now been rewarded. Don't blow it again.  |
Financial Planning September 1, 2009 Craig L. Israelsen |
Upper-Left Quadrant Prudent investing requires the construction of multi-asset portfolios.  |
Financial Planning June 1, 2011 Craig L. Israelsen |
The Rebalancing Premium The principle behind a traditional 60/40 investment portfolio is balancing two asset classes - large-cap U.S. stocks and U.S. bonds.  |
Financial Advisor September 2005 Rick Adkins |
What I Learned About Portfolio Rebalancing Why does conditional rebalancing work so well? Common sense: It allows the markets, not a calendar, to dictate when it is time to rebalance one's portfolio.  |
Financial Planning December 1, 2005 John Nersesian |
Rebalancing Act One of a planner's most difficult tasks in getting clients to implement a financial plan is convincing them to rebalance their asset allocations. Before you can persuade clients to rebalance, you have to show them the benefits.  |
The Motley Fool February 15, 2011 Dan Caplinger |
Save Yourself From the Bond Bear The possibility of losses in bonds has some people running scared, but you should stay smart.  |
The Motley Fool February 25, 2009 John Rosevear |
Is Your Portfolio Stuck in 2006? In general, it is a good idea to rebalance your portfolio every couple of years to ensure that it's properly balancing risk and reward consistent with your long-term goals, but rebalancing may not be the right thing to do right now.  |
The Motley Fool February 3, 2011 Dan Caplinger |
How Investors Beat the Great Recession A simple strategy brought many back to even. Many investors use asset allocation strategies to spread their risk across various types of investments.  |
The Motley Fool April 17, 2009 Dan Caplinger |
This Is the Only Way You'll Earn 10% Returns Great returns aren't automatic anymore. But you can still get them.  |
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.  |
The Motley Fool September 1, 2010 Dan Caplinger |
The True Risk of Bond ETFs Rising interest rates will hurt more than you might expect.  |
Financial Advisor August 2010 James Picerno |
Searching For Progress Financial innovation is under fire. Failing to beat the market is only one reason.  |
The Motley Fool December 4, 2009 Dan Caplinger |
Big Investors Are Fleeing Stocks. Should You? Pension funds are moving to bonds.  |
The Motley Fool December 2, 2009 Amanda B. Kish |
Don't Buy This Junk The high-yield "junk" bond sector of the market has been on fire this year, but you should leave these bonds in the bin.  |
Financial Planning March 1, 2013 Craig L. Israelsen |
Bond Analysis: Time to Steer Clear? Learn what the past six decades can tell advisors about future performance.  |
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.  |
Investment Advisor September 2009 Mike Patton |
Tactical Versus Strategic In strategic asset allocation, long-term capital expectations are integrated with a client's goals and a target allocation is established. With tactical asset allocation, adjustments are made based on short-term expectations for an asset class.  |
Financial Planning September 1, 2012 Craig L. Israelsen |
Should Investors Avoid Fixed Income Securities When Interest Rates Rise? Why not test the conventional wisdom that investors should avoid fixed-income securities when interest rates rise?  |
Investment Advisor September 2005 Kathleen M. McBride |
But Are They a Good Deal? MFS asset allocation funds pass the three-year mark and get high ratings from S&P.  |
Financial Advisor September 2007 David Lawrence |
Efficient Rebalancing Whether you embrace traditional strategic allocation techniques or actively trading in and out of asset classes within an allocation, there is still a lot of work to do in managing portfolios and optimizing returns for clients within their risk constraints.  |
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.  |
The Motley Fool February 3, 2010 Dan Caplinger |
5 Boring Stocks That Won't Let You Down Don't take chances with your wealth. The easy money has been made, and so those who expect to duplicate those returns year in and year out are deluding themselves.  |
The Motley Fool June 29, 2011 Dan Caplinger |
Time to Buy These Beaten-Down Investments? Junk bonds have fallen, and investors are running scared. What's the smart move?  |
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.  |
The Motley Fool May 19, 2010 Alex Dumortier |
Are You Scared of Emerging-Market ETFs? It's time to reduce allocations to emerging markets.  |
Financial Planning February 1, 2013 Craig L. Israelsen |
Investment Portfolio Survival Test If you have clients who have already retired, make sure their portfolios can absorb the most violent shocks.  |
The Motley Fool February 8, 2011 Dan Caplinger |
This Bond Bet Could Destroy Your Portfolio Although this strategy may work for short-term investors, the structural attributes of leveraged ETFs for bonds make this a potentially dangerous strategy for those betting on a more long-term macroeconomic trend.  |
The Motley Fool October 13, 2010 Amanda B. Kish |
6 Bond ETFs to Avoid Steer clear of these precarious picks.  |
The Motley Fool March 21, 2011 Jacob Roche |
A New Approach to Bond Funds Maturity-date funds take much of the risk out of bond funds.  |
Investment Advisor December 2008 James J. Green |
The Failure of Asset Allocation Asset allocation can explain past market performance, but not predict which allocation will work in the future.  |
The Motley Fool February 9, 2011 Amanda B. Kish |
Investors Are Still Chasing Returns Wise up. Bonds probably aren't the best place for your money.  |
Financial Planning November 1, 2012 Craig L. Israelsen |
Thinking Globally: Diversified Portfolio Needs Foreign Stocks. Are They Worth it? A diversified portfolio may need foreign stocks, but are non-U.S. bonds worth the trouble?  |
The Motley Fool September 9, 2009 Dan Caplinger |
The Best Investment for the Next 40 Years Simple math says bonds can't outperform stocks forever.  |
The Motley Fool March 24, 2010 Robert Brokamp |
Bonds vs. Bond Funds Which compliments your portfolio?  |
The Motley Fool May 28, 2009 Dan Caplinger |
The Death of Bonds? You shouldn't give up on bonds entirely, but neither should you rely on them to support you without help from other investments.  |
The Motley Fool October 22, 2009 Selena Maranjian |
Should You Have Been in Bonds? When stocks are hurting, bonds look really attractive. But that doesn't mean you should dump your whole stock portfolio and run to their fixed income embrace at the first sign of trouble.  |
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.  |