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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
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
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
Financial Planning
March 1, 2005
O'Toole & Steiny
The Perfect Process A disciplined approach to managing client assets is at the heart of financial planning. How does yours stack up? 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
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
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
Financial Advisor
March 2010
Alan Lavine
Markowitz: MPT Holds Up Modern portfolio theory never claimed diversification would help during financial crises. 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
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
Financial Advisor
February 2010
Brian Dightman
Hardly Modern Modern Portfolio Theory needs to be updated to address issues like volatility distortion. Enter Post-Modern Portfolio Theory. mark for My Articles similar articles
Financial Planning
August 1, 2010
Donna Mitchell
The Big Bang Harry Markowitz invented the wheel for portfolio construction and management, and that's no exaggeration. 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
Financial Advisor
March 2011
Somnath Basu
Back To Basics Advisors don't need to rely on complicated models to help clients avert losses. mark for My Articles similar articles
Investment Advisor
April 2006
Maya Ivanova
Self Improvement In the recent supplement to the 2005 Rydex AdvisorBenchmarking Survey, many advisors recognize that simply maintaining the status quo is not enough. They're continuously examining their business plans and investment processes to look for improvements. mark for My Articles similar articles
Financial Planning
March 1, 2010
Craig L. Israelsen
A Yale Tale The venerable Yale Endowment Fund serves as a performance benchmark for pension managers, endowment fund managers and money managers. 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
Registered Rep.
December 23, 2011
Diana Britton
Not Going Tactical Could Pose Real Business Risks, Advisors Fear Following the twin market implosions of the past decade -- first tech, then real estate -- many retail financial advisors are looking for more tactical, meaning active, asset allocation solutions for client portfolios. 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 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 Advisor
August 2009
Harold Evensky
Maybe MPT Isn't Dead? Before they decide to kill modern portfolio theory, advisors should consider the alternatives and their risks. mark for My Articles similar articles
Registered Rep.
December 1, 2011
Diana Britton
Is Tactical Investing Wall Street's Next Clown Act? There's a renewed interest in tactical asset allocation and new products that cater to that method. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Planning
September 1, 2007
Israelsen & Nagengast
Missing The Target? The asset allocation timeline for target-date funds may be too aggressive for many investors. 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
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
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
Financial Advisor
October 2011
Carty & Carty
Retirement Survival A balance-sheet approach for necessities and life goals has many advantages for clients. mark for My Articles similar articles
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. mark for My Articles similar articles
Investment Advisor
February 2009
A New Benchmark for Advisors With many advisors using an asset allocation strategy, the S&P 500 is no longer a great benchmark against which to set your pace. Take a look at these new benchmarks. mark for My Articles similar articles
Financial Planning
May 1, 2010
Ken Solow
Strategy, Analyzed The reasons for a buy and hold, strategic asset allocation investment philosophy are flawed and planners should consider adding active portfolio management to their practices. mark for My Articles similar articles
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. mark for My Articles similar articles
BusinessWeek
August 15, 2005
Don't Forget Home Equity To business professor Dean Gatzlaff, your home should be part of any asset allocation plan. 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
Investment Advisor
January 2010
James Damschroder
Delivering Diversification An approach that parses diversification from the rubric of risk gives advisors a new element of control. 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
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
Financial Planning
June 1, 2009
Ilana Polyak
Buy and Hope More and more advisors are rethinking a buy and hold strategy. mark for My Articles similar articles
The Motley Fool
July 1, 2010
John Rosevear
You Need This Offbeat Investment Some funds -- which Morningstar calls "moderate allocation" funds -- take nonstandard approaches to investing: Some take short positions, some buy and sell options, some invest in commodities, some combine all of the above and more. mark for My Articles similar articles
Financial Planning
October 1, 2010
Geoff Considine
Yield vs. Risk New rules for income investing not only help investors to avoid these extremes, but also show the way to create income portfolios that provide the most yield available for a given level of risk. mark for My Articles similar articles
On Wall Street
February 1, 2013
Matthew Lemieux
Fine-Tuning a Portfolio Gets Year off to a Good Start The beginning of a year offers an opportunity to see how investments align with life goals. 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
April 1, 2005
Mutual Fund Monitor A mutual fund investment strategy based on analysis and not on reactions to market swings helps investors maintain confidence in good times and bad and is critical to long-term investment success. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
January 2007
Joel Bruckenstein
G-Sphere Gravity Investments, LLC, a firm that specializes in something they call Diversification Intelligence, has built a software application called G-sphere that attempts to extend the utility of the efficient frontier for advisors and their clients. 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
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 mark for My Articles similar articles
Financial Advisor
January 2006
Joshua M. Kaplan
Building a Better Portfolio, Relatively Speaking Utilizing Modern Correlation Statistic (MCS) to build an allocation comprised of complementary investment vehicles should result in an enhanced portfolio where there always exists some winners and some losers. mark for My Articles similar articles
Financial Advisor
March 2006
Marla Brill
Courting A New Crowd Rydex Investments hopes to move beyond market timers to mainstream financial advisors. mark for My Articles similar articles
Registered Rep.
June 10, 2011
Diana Britton
Pershing: Getting Client Assets Off the Sidelines Though the market has been in recovery mode for some time, many investors are still afraid to dive back in and are holding their cash on the sidelines. To get them back in the game, advisors should reset future expectations. mark for My Articles similar articles