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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. 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
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. mark for My Articles similar articles
Financial Advisor
October 2010
Michael J. Reed
Risk Management For Individuals How to match investors' risk appetite with their assets. 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
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. mark for My Articles similar articles
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. 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
June 4, 2009
Dan Caplinger
These Stocks Belong in Your Portfolio Enhance your returns by seeking out specialized investments. mark for My Articles similar articles
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. 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
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Investment Advisor
August 2008
Melanie Waddell
Time for an Alternative The volatile market is sparking more use of alternative assets 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
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. mark for My Articles similar articles
Financial Planning
February 1, 2008
Huxley & Burns
The Match Makers Advisors can use asset dedication to match client's cash flows to their liabilities. 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
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
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. mark for My Articles similar articles
Investment Advisor
April 2008
Asset Allocation, April 2008 Read on for the monthly recommendations from the IA asset allocation gurus. mark for My Articles similar articles
Investment Advisor
September 2008
Asset Allocation, August 2008 Monthly recommendations from the asset allocation panel. mark for My Articles similar articles
Investment Advisor
May 2008
Asset Allocation, May 2008 The monthly recommendations from the IA asset allocation gurus mark for My Articles similar articles
Investment Advisor
February 2008
Asset Allocation, February 2008 The monthly recommendations from the IA asset allocation gurus. mark for My Articles similar articles
Investment Advisor
March 2008
Asset Allocation, March 2008 The monthly recommendations from the IA asset allocation gurus. mark for My Articles similar articles
Investment Advisor
November 2007
Asset Allocation, November 2007 The monthly recommendations from the IA asset allocation gurus mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Investment Advisor
July 2008
Asset Allocation, July 2008 Monthly recommendations from IA's asset allocation panel mark for My Articles similar articles
Investment Advisor
June 2008
Asset Allocation, June 2008 Monthly recommendations from this publication's asset allocation panel. mark for My Articles similar articles
Investment Advisor
August 2008
Asset Allocation, August 2008 Monthly recommendations from this publication's asset allocation panel. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. 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
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
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. mark for My Articles similar articles
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? mark for My Articles similar articles
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. mark for My Articles similar articles