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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.  |
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 June 1, 2010 Donald B. Trone |
Step Three: Formalize When upholding a fiduciary standard, ensuring your investment strategy is prudently planned and well-documented is vital.  |
Financial Advisor October 2010 Michael J. Reed |
Risk Management For Individuals How to match investors' risk appetite with their assets.  |
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 June 1, 2010 David E. Adler |
Looking for the Source What explains portfolio returns? Roger Ibbotson questions whether asset allocation is as powerful as planners think.  |
On Wall Street September 1, 2010 Allan Flader |
Why Risk It? Don't judge, just advise. That has always been one of our mantras as we've developed strong relationships with our clients over the years.  |
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 June 4, 2009 Dan Caplinger |
These Stocks Belong in Your Portfolio Enhance your returns by seeking out specialized investments.  |
Financial Planning March 1, 2006 Marshall Eckblad |
White Paper: Hedging Human Capital A new study concludes human capital and life insurance are two correlated pieces of any good portfolio.  |
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.  |
On Wall Street June 1, 2011 Carl Resnick |
ETFs: The Ideal Asset Allocation Tool? True diversification has become the primary focus of smart advisors. To the benefit of these advisors and their clients, a wide range of well-built exchange-traded funds has emerged to represent just about every asset class available.  |
The Motley Fool February 5, 2010 Tim Hanson |
The Stocks You Need to Buy Now Do you know what you're missing? With an asset allocation plan and additional foreign exposure, your portfolio will be better positioned to profit over the next decade.  |
On Wall Street October 1, 2008 Tim Knepp |
Question Assumptions It's time to ask ourselves whether the blunt tools of broad asset class definitions and traditional asset allocations provide an adequate defense against the complex risk and interaction of today's markets.  |
The Motley Fool November 17, 2006 Dan Caplinger |
How Much Risk Is Enough? Here's an asset allocation strategy that pays attention to what you really need.  |
Investment Advisor August 2008 Melanie Waddell |
Time for an Alternative The volatile market is sparking more use of alternative assets  |
The Motley Fool November 25, 2008 Dan Caplinger |
Did Asset Allocation Work? Some funds claimed to protect you from the downturn. Did they deliver?  |
Investment Advisor August 2006 |
Asset Allocation The monthly recommendations from the asset allocation gurus... Economic and Financial Market Forecast: Stock Market... Bond Market... Recommended Allocation for a Balanced Portfolio: Current Composite Allocation... etc.  |
Financial Planning February 1, 2008 Huxley & Burns |
The Match Makers Advisors can use asset dedication to match client's cash flows to their liabilities.  |
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?  |
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.  |
BusinessWeek October 8, 2007 Brian Hindo |
The Portfolio Balancing Act In turbulent times like these, the "rules" for asset allocation often go out the window.  |
Investment Advisor April 2008 |
Asset Allocation, April 2008 Read on for the monthly recommendations from the IA asset allocation gurus.  |
Investment Advisor September 2008 |
Asset Allocation, August 2008 Monthly recommendations from the asset allocation panel.  |
Investment Advisor May 2008 |
Asset Allocation, May 2008 The monthly recommendations from the IA asset allocation gurus  |
Investment Advisor February 2008 |
Asset Allocation, February 2008 The monthly recommendations from the IA asset allocation gurus.  |
Investment Advisor March 2008 |
Asset Allocation, March 2008 The monthly recommendations from the IA asset allocation gurus.  |
Investment Advisor November 2007 |
Asset Allocation, November 2007 The monthly recommendations from the IA asset allocation gurus  |
Financial Planning February 1, 2005 Jim Otar |
A Matter of Luck Contrary to popular opinion, there's more to portfolio success than the asset allocation decision. As an adviser, you can find peace of mind in recognizing and quantifying the luck factor for individual retirement portfolios.  |
Investment Advisor May 2007 |
Asset Allocation, May 2007 The monthly recommendations from the asset allocation gurus... Economic and Financial Market Forecast: Stock Market... Bond Market... Recommended Allocation for a Balanced Portfolio: Current Composite Allocation... etc.  |
Investment Advisor February 2007 |
Asset Allocation The monthly recommendations from the asset allocation gurus... Economic and Financial Market Forecast: Stock Market... Bond Market... Recommended Allocation for a Balanced Portfolio: Current Composite Allocation... etc.  |
Investment Advisor March 2007 |
Asset Allocation, March 2007 The monthly recommendations from the asset allocation gurus... Economic and Financial Market Forecast: Stock Market... Bond Market... Recommended Allocation for a Balanced Portfolio: Current Composite Allocation... etc.  |
Investment Advisor October 2007 |
Asset Allocation The monthly recommendations from the asset allocation gurus... Economic and Financial Market Forecast: Stock Market... Bond Market... Recommended Allocation for a Balanced Portfolio: Current Composite Allocation... etc.  |
Investment Advisor April 2007 |
Asset Allocation The monthly recommendations from the asset allocation gurus... Economic and Financial Market Forecast: Stock Market... Bond Market... Recommended Allocation for a Balanced Portfolio: Current Composite Allocation... etc.  |
Investment Advisor August 2007 |
Asset Allocation, July 2007 The monthly recommendations from the asset allocation gurus... Economic and Financial Market Forecast: Stock Market... Bond Market... Recommended Allocation for a Balanced Portfolio: Current Composite Allocation... etc.  |
Investment Advisor April 2010 Robert J. Lindner |
Expert's Corner: Putting It in Neutral Advisors can improve a client's portfolio by using a market neutral strategy.  |
Investment Advisor January 2006 Callahan & Howard |
Boxes Are Not Classes Advisors who use style boxes as proxies for asset classes are performing a disservice to clients. Here's why characteristic boxes are not asset classes and allocating among various characteristic boxes is useless at best.  |
Investment Advisor November 2006 |
Asset Allocation The monthly recommendations from the IA asset allocation gurus: Behind the Numbers, with Lincoln Anderson... Economic and Financial Market Forecast... Recommended Allocations for a Balanced Portfolio... etc.  |
Investment Advisor July 2008 |
Asset Allocation, July 2008 Monthly recommendations from IA's asset allocation panel  |
Investment Advisor June 2008 |
Asset Allocation, June 2008 Monthly recommendations from this publication's asset allocation panel.  |
Investment Advisor August 2008 |
Asset Allocation, August 2008 Monthly recommendations from this publication's asset allocation panel.  |
Investment Advisor July 2006 |
Asset Allocation The monthly recommendations from the IA asset allocation gurus: Economic and Financial Market Forecast... Recommended Allocations for a Balanced Portfolio... Behind the Numbers... etc.  |
Financial Advisor December 2009 James Picerno |
The First Step There are no easy answers for asset allocation, but at least there's a practical starting point.  |
Financial Planning January 1, 2006 Marshall Eckblad |
Bookshelf Rick Ferri's new book All About Asset Allocation shows investors how asset allocation and rebalancing into fixed asset classes can render consistent long-term results.  |
BusinessWeek May 27, 2010 Amy Feldman |
Goldman Sachs Goes After Your Retirement Money Goldman Sachs is targeting a $2.7 trillion market with alternative asset funds such as commodities and real estate, and designing target-date funds.  |
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 February 23, 2007 Dan Caplinger |
Don't Leave Your Investments on Autopilot An occasional look can reveal profitable adjustments to your portfolio.  |
Financial Advisor June 2005 Mitch Anthony |
Stairway To Heaven Mathematical and logical reasoning leads people toward making conclusions, whereas, emotional reasoning leads to people making decisions. It's time for financial advisors to present asset allocation in a manner that makes emotional sense.  |
Financial Planning September 1, 2011 Craig L. Israelsen |
Target Funds: To or Through? How do you decide when it's the right time to say goodbye to a client's target-date funds - when they reach the specified year or all the way through the retirement years?  |
The Motley Fool February 16, 2011 Amanda B. Kish |
A Helping Hand With Your Investments Options for folks who want a little bit of help in crafting their asset allocation.  |