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Financial Planning
August 1, 2006
Craig L. Israelsen
Alpha in the Box The search for Shangri-La pales in comparison to the quest for funds that consistently deliver high alpha. The fundamental question for financial advisors: Does alpha differ across the nine Morningstar style boxes? mark for My Articles similar articles
Financial Advisor
August 2009
Craig L. Israelsen
A Better Balanced 'Core' Balanced funds are based on outdated models and need to be better diversified. 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
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
July 1, 2011
Allan S. Roth
The Benchmarking Game When choosing a benchmark the most appropriate choice usually isn't obvious for two reasons: It's rare that portfolios match one index substantially and they also change over time. mark for My Articles similar articles
Financial Planning
November 1, 2006
Craig L. Israelsen
Alpha Goes Abroad Excess returns turn up in overseas large-cap value funds. mark for My Articles similar articles
Financial Planning
February 1, 2011
Craig L. Israelsen
Consistency Matters What have we learned from analyzing four decades of asset class returns? Just this: An equally weighted, multi-asset approach to building investment portfolios is the model of consistency through booms and busts. mark for My Articles similar articles
Financial Advisor
May 2004
C. Michael Cart
Risk Control: The Next Act For ETFs New Exchange-traded funds are being created as strategies and technology are developed. mark for My Articles similar articles
Financial Planning
February 1, 2007
David E. Adler
High Net Worth: Alpha-Beta Investing This institutional strategy is starting to make inroads among high-net-worth managers. mark for My Articles similar articles
Financial Planning
September 1, 2013
Craig L. Israelsen
Mutual Funds vs. ETFs: Which Performance Better? When a portfolio of mutual funds vies against a portfolio of ETFs, which one comes out on top? mark for My Articles similar articles
Financial Advisor
April 2010
Marla Brill
A Good Complement More advisors think both bond mutual funds and ETFs belong in client portfolios. 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
Financial Planning
January 1, 2012
Craig L. Israelsen
Swapping Out If designed well, a diversified, multi-asset portfolio can provide growth during pre-retirement accumulation years and stable income flows during post-retirement distribution years. mark for My Articles similar articles
The Motley Fool
June 28, 2007
Amanda B. Kish
Are Your Funds Really Performing? It's not enough to simply pick good mutual funds and hope that your money will grow. You need constant evaluation and comparison to keep your investment program on track. mark for My Articles similar articles
Wall Street & Technology
May 15, 2006
Larry Tabb
Strolling With My Alpha How does portable alpha impact the investment management business? This strategy turns portfolio managers into asset allocators. Instead of picking stocks, or companies, they pick inexpensive indices and choose expensive hedge funds. mark for My Articles similar articles
Financial Advisor
September 2011
Brad Zigler
Running The Numbers ETFs are supposed to be cheap, but can they outperform the market, too? mark for My Articles similar articles
Financial Planning
January 1, 2006
Donald Jay Korn
Letter Perfect As exchange-traded funds (ETFs) proliferate, financial planners find that they're useful for alpha as well as beta. mark for My Articles similar articles
Investment Advisor
May 2006
Joseph & Kurdas
Hedgeworld Hedge Fund Focus: The Search for Portable Returns With the portable approach, the search for top-performing managers as a source of alpha is separate from the desire to get market return on an asset class, the beta. mark for My Articles similar articles
Financial Advisor
March 2006
Brad Zigler
What Price Active Management? When stock picking is distilled from within a mutual fund, the true cost of active management bubbles to the surface. mark for My Articles similar articles
Financial Advisor
October 2007
Marla Brill
Do Your Clients' Target Funds Measure Up? How do market watchers come up with apples-to-apples comparisons of target-date funds? The absence of a standardized benchmark has left financial advisors to wade through the burgeoning number of fund choices with only vague and often conflicting guidelines for evaluation. mark for My Articles similar articles
Financial Planning
July 1, 2012
Craig L. Israelsen
Material World The natural resources mutual fund sector has a number of attractions, but one characteristic that is probably not immediately evident to many investors is that these funds do not correlate closely with broad stock indexes. This, it turns out, is a valuable feature. mark for My Articles similar articles
The Motley Fool
November 20, 2006
Dan Caplinger
It's All Greek to Me Finance's unique combination of mathematical and social sciences makes the field a linguistic battleground among academics. As ways to express financial concepts, alpha and beta are relatively simple. mark for My Articles similar articles
Financial Planning
April 1, 2011
Suzanne McGee
Chasing Alpha With investment strategists and pundits predicting a long period of sluggish returns that may not make it out of the single digits, there is every reason for advisors to intensify their quest for alpha. But alpha is both hard to define and harder to find. mark for My Articles similar articles
Financial Advisor
April 2007
Matthew M. Brandeburg
Alpha: Charge Clients Based On The Value You Add As financial advisors, we need to quantify what our investment planning acumen is achieving for our clients. mark for My Articles similar articles
Financial Planning
October 1, 2010
Craig L. Israelsen
Lost-and Found A well-diversified portfolio would have protected investors during the "Lost Decade" between 2000 and 2009. mark for My Articles similar articles
Financial Planning
May 1, 2006
Israelsen & Walker
Evening the Odds A significant flaw in many active-versus-passive studies occurs when tallying the number of funds that under- or out-perform an index. Three steps could help level the playing field in the active-versus-passive debate. mark for My Articles similar articles
The Motley Fool
October 5, 2010
Dan Caplinger
7 ETFs for the Perfect Portfolio You don't need a lot of flash or bling to invest smart. mark for My Articles similar articles
Financial Planning
March 1, 2008
Jane Li
What is Exotic Beta? Exotic beta is essentially a practical, no-nonsense concept that financial planners can use to benefit the portfolios of everyday investors, not just the portfolios of the ultra-wealthy. Read on for more. mark for My Articles similar articles
Financial Planning
October 2, 2007
Craig L. Israelsen
Smoothing the Path When comparing active and passive management, financial planners should look at the performance of the whole portfolio. What you find may surprise you. mark for My Articles similar articles
The Motley Fool
June 19, 2009
Dan Caplinger
These 5 ETFs Are All You Need Here's one way to keep your investing super-simple. mark for My Articles similar articles
Financial Advisor
August 2009
Marla Brill
Small-Cap Bounty Small-cap ETFs have grown in number and offer some interesting choices. mark for My Articles similar articles
Financial Planning
February 1, 2006
Joan Warner
The Case For Portable ALPHA As international markets become more correlated, the need for financial advisers and money managers to access greater diversification -- while hedging risk -- could make this strategy investing's next hot model. mark for My Articles similar articles
Financial Planning
October 1, 2013
Craig L. Israelsen
Should Clients Avoid Bonds Now? With rates inching upward, some clients may want to skip fixed-income investments entirely. They shouldn't. mark for My Articles similar articles
Financial Advisor
February 2008
Craig L. Israelsen
A Better Mousetrap Target date funds are here to stay. As a result of the Pension Protection Act of 2006, target date funds will likely become the auto-enrollment default option in tax-deferred retirement plans. 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
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
Registered Rep.
September 22, 2014
Brad Zigler
Active Management Under The Microscope Just how actively managed is your actively managed mutual fund? And, more importantly, what's the real pay-off for all that activity? mark for My Articles similar articles
Financial Advisor
September 2011
Tom Lydon
It's All In The Weighting ETF indexing has evolved, but the traditional, somewhat boring approach may still yield the best results. mark for My Articles similar articles
Financial Planning
May 1, 2012
Craig L. Israelsen
Emerging Stars Compared with U.S. stock funds and broad international stock funds, funds that specialize in emerging foreign markets are a bit like Usain Bolt sprinting against mere mortals. They leave the competition far behind. But this class of investment also carries a lot of volatility. mark for My Articles similar articles
The Motley Fool
January 27, 2010
Dan Caplinger
These Investments Could Steer You Wrong Index funds and exchange-traded funds aren't perfect. mark for My Articles similar articles
The Motley Fool
September 15, 2010
Dan Caplinger
6 ETFs That Won't Rip You Off Don't pay more than you have to for ETFs. mark for My Articles similar articles
Financial Planning
September 1, 2006
Craig L. Israelsen
Alpha Up and Down If you select mutual funds on the basis of their alpha, you may want to check how consistent those alphas really are. mark for My Articles similar articles
Financial Advisor
March 2011
Marla Brill
New Indexes Nudge Out Old Favorites Advisors who have moved into alternative indexes are finding unique ways to use them. mark for My Articles similar articles
Financial Advisor
December 2007
Marla Brill
The New Indexing Maze The mushrooming ETF market has spawned a new breed of indexes that represent a radical departure from traditional benchmarks in both their construction and purpose. mark for My Articles similar articles
Financial Planning
May 1, 2013
Craig L. Israelsen
Alternative Investments With the Best Payoff Some nontraditional investments can provide valuable diversification in a portfolio. But choose wisely. mark for My Articles similar articles
The Motley Fool
December 9, 2010
Dan Caplinger
Why Mega-Cap Stocks Are Not Enough Before you jump into the biggest, most popular index funds that are based on the S&P 500 index, think twice. mark for My Articles similar articles
Financial Planning
April 1, 2012
Craig L. Israelsen
Beyond Borders The benefits of investing in international stock are clear. mark for My Articles similar articles
Financial Planning
January 1, 2013
Allan S. Roth
ETF Fees Drop Amid Competitive Battle In a remarkably short period, the playing field for the lowest-cost ETFs has changed dramatically. mark for My Articles similar articles
Financial Advisor
May 2010
Gail Liberman
Understanding Indexes Popularity, turnover, structure and other factors affect index funds and ETFs. mark for My Articles similar articles
Registered Rep.
June 25, 2010
Jerry Gleeson
Vanguard Broadens ETF Platform The company that made its reputation with low-cost indexed investments said it will launch 19 new index funds and related ETFs over the next year, as well as an ETF that tracks its $91 billion Vanguard 500 Index Fund. mark for My Articles similar articles