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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. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
November 2010
James Picerno
Rethinking Rebalancing Is it a risk management tool or a source of alpha? Maybe it's both. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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 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
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Planning
September 1, 2009
Craig L. Israelsen
Upper-Left Quadrant Prudent investing requires the construction of multi-asset portfolios. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
September 1, 2010
Dan Caplinger
The True Risk of Bond ETFs Rising interest rates will hurt more than you might expect. mark for My Articles similar articles
Financial Advisor
August 2010
James Picerno
Searching For Progress Financial innovation is under fire. Failing to beat the market is only one reason. mark for My Articles similar articles
The Motley Fool
December 4, 2009
Dan Caplinger
Big Investors Are Fleeing Stocks. Should You? Pension funds are moving to bonds. mark for My Articles similar articles
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. mark for My Articles similar articles
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. 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
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. mark for My Articles similar articles
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? mark for My Articles similar articles
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. mark for My Articles similar articles
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. 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
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. mark for My Articles similar articles
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? mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
May 19, 2010
Alex Dumortier
Are You Scared of Emerging-Market ETFs? It's time to reduce allocations to emerging markets. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
October 13, 2010
Amanda B. Kish
6 Bond ETFs to Avoid Steer clear of these precarious picks. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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? mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
March 24, 2010
Robert Brokamp
Bonds vs. Bond Funds Which compliments your portfolio? mark for My Articles similar articles
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. mark for My Articles similar articles
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. 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