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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.  |
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.  |
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.  |
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?  |
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.  |
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?  |
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.  |
Financial Advisor March 2010 Alan Lavine |
Markowitz: MPT Holds Up Modern portfolio theory never claimed diversification would help during financial crises.  |
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.  |
Financial Advisor August 2010 James Picerno |
Searching For Progress Financial innovation is under fire. Failing to beat the market is only one reason.  |
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.  |
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.  |
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.  |
Financial Advisor March 2011 Somnath Basu |
Back To Basics Advisors don't need to rely on complicated models to help clients avert losses.  |
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.  |
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.  |
Investment Advisor August 2008 Melanie Waddell |
Time for an Alternative The volatile market is sparking more use of alternative assets  |
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.  |
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 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 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.  |
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.  |
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.  |
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.  |
Financial Planning February 1, 2008 Huxley & Burns |
The Match Makers Advisors can use asset dedication to match client's cash flows to their liabilities.  |
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 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.  |
Financial Advisor October 2011 Carty & Carty |
Retirement Survival A balance-sheet approach for necessities and life goals has many advantages for clients.  |
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.  |
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.  |
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.  |
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.  |
BusinessWeek August 15, 2005 |
Don't Forget Home Equity To business professor Dean Gatzlaff, your home should be part of any asset allocation plan.  |
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 January 2010 James Damschroder |
Delivering Diversification An approach that parses diversification from the rubric of risk gives advisors a new element of control.  |
The Motley Fool November 25, 2008 Dan Caplinger |
Did Asset Allocation Work? Some funds claimed to protect you from the downturn. Did they deliver?  |
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.  |
Financial Planning June 1, 2009 Ilana Polyak |
Buy and Hope More and more advisors are rethinking a buy and hold strategy.  |
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.  |
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.  |
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.  |
Financial Planning September 1, 2009 Craig L. Israelsen |
Upper-Left Quadrant Prudent investing requires the construction of multi-asset portfolios.  |
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.  |
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.  |
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.  |
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.  |
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  |
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.  |
Financial Advisor March 2006 Marla Brill |
Courting A New Crowd Rydex Investments hopes to move beyond market timers to mainstream financial advisors.  |
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.  |