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Financial Planning May 1, 2011 Andrew Rudd |
First and Goal Financial advisors who want to thrive going forward should consider building client retirement portfolios capable of funding each investor's essential retirement goals, regardless of how the markets behave at any given time.  |
Financial Planning February 1, 2008 Huxley & Burns |
The Match Makers Advisors can use asset dedication to match client's cash flows to their liabilities.  |
Commercial Investment Real Estate Jan/Feb 2008 Jon Ruff |
Balancing Act Commercial real estate investors and traditional wealth managers live in the same world but speak different languages. Discover how liquid assets can best offset an investor's illiquid risks.  |
Financial Planning November 1, 2008 Gregory P. Brown |
Target-Date Technique The simplicity of many existing target-date funds conceals a number of obstacles that can impede investors' efforts to adequately fund their retirement income needs.  |
Investment Advisor April 2010 Robert F. Keane |
Climate Change and Asset Allocation Mercer and a group of institutional investors launched a strategic asset allocation study to explore the potential impact of climate change scenarios on asset allocation.  |
Registered Rep. May 1, 2005 Paul Bouchey |
Starting at the End In a goals-based approach to financial planning, the overriding factor in choosing investments is how the proceeds from the investments will be used. The client's risk tolerance comes into play only when viewed through the lens of his goal for a particular investment.  |
Financial Planning September 1, 2010 Peng Chen |
The Inflation Scenario Both traditional stocks and bonds are quite likely to suffer in high inflationary environments, while inflation-indexed bond returns tend to be quite stable across different inflation environments.  |
Investment Advisor August 2008 Melanie Waddell |
Time for an Alternative The volatile market is sparking more use of alternative assets  |
Financial Advisor October 2011 Michelle Knight |
Not Your Grandma's Bond Portfolio A dynamic approach to managing fixed-income assets may boost returns and manage interest-rate and inflation risks.  |
Financial Advisor September 2010 Carty & Carty |
Both Sides Of The Ledger Barra co-founder Andrew Rudd is helping advisors build portfolios that balance client resources against future claims.  |
Financial Advisor September 2010 David B. Armstrong |
Stronger Bonds Conducting liability reviews with clients will strengthen your relationships with them.  |
Investment Advisor March 2010 Brad McMillan |
Expert's Corner: The Use of Gold in Portfolios In times of trouble, gold is the perennial hot topic.  |
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 August 2008 Ken Ziesenheim |
The Real Thing Investment returns need to be evaluated after taxes, expenses and inflation -- but few do that.  |
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.  |
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.  |
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.  |
The Motley Fool July 20, 2011 Stoyan Bojinov |
Inflation ETF Special: 25 ETF Ideas to Fight Rising Prices There's no silver bullet that is guaranteed to offset inflation, but there are dozens of ETFs that may be useful for those worried about the impact of rising prices on their portfolio.  |
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.  |
The Motley Fool August 2, 2010 Michael Johnston |
3 Low-Volatility ETF Options Smooth out your volatility and lower your blood pressure with these three ETFs.  |
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 February 2011 Somnath Basu |
Mistiming Retirement The portfolios of many people who retired shortly before the 2008 market crash still have not recovered. But advisors can help to mitigate such "sequence risks."  |
Financial Planning May 1, 2008 Mark Willoughby |
Volatility Bites For those who had begun to underestimate the impact volatility can have on managing investment portfolios, the events of 2007 and early 2008 have been a sobering reminder.  |
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 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 March 2010 Alan Lavine |
Markowitz: MPT Holds Up Modern portfolio theory never claimed diversification would help during financial crises.  |
Financial Planning January 1, 2010 Israelsen & Ferri |
Is a Pension a Bond? Unsure how to value a client's pension or social security? Use the liability reduction model.  |
Financial Planning August 1, 2007 Len Reinhart |
Role Reversal The financial planning industry will have to meet the challenge of creating and managing portfolios that outlive their owners, provide inflation protection and guarantee financial peace of mind in the retirement years.  |
The Motley Fool November 2, 2006 Dan Caplinger |
Compound Your Diversification By being aware of the benefits of diversification, you can ensure that you take the necessary steps to protect yourself and minimize the risks that you face as an investor.  |
Financial Planning September 1, 2010 David E. Adler |
Slices of Time Time segmentation for retirement planning does offer distinct advantages such as telling investors where their income is coming from, what their assets levels are and need to be, and how their goals and lifestyle may have to change.  |
Financial Advisor November 2008 Ken Ziesenheim |
The Probability Of Real, Real Returns Financial advisors should be evaluating clients' investment returns after taxes, expenses, and inflation to get a real picture of what their portfolios have earned.  |
Financial Advisor April 2010 Jeff Schlegel |
An Alternative World A growing number of financial advisors and their clients are clamoring for alternative investments in the wake of the massive market maelstrom of '08-'09, but it's a broad space requiring lots of due diligence.  |
On Wall Street October 1, 2010 Neil O'Hara |
Alternatives: Vehicles That Smooth Returns A decade of tepid returns in the equity market has increased interest in investments that exhibit low correlation to traditional asset classes like stocks or bonds.  |
Financial Planning December 1, 2006 Len Reinhart |
Retirement Hedges To meet your clients' needs, your process will have to include planning for each stage of their retirement years. If used correctly, alternative investments can reduce risk in lifetime investment plans.  |
OCC Bulletin July 1, 2004 |
Embedded Options and Long-Term Interest Rate Risk This bulletin alerts banks to the importance of measuring the cash flow and valuation risks for assets and liabilities with embedded options.  |
Financial Planning August 1, 2008 William Harding |
A Different Mix As investors suffer through this year's unstable market, the wounded are talking about alternative investments.  |
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 September 2010 Paul R. Sanford |
You Are Not Yale Yale's David F. Swensen held the unofficial title of investment genius for many years until his model nose-dived with everyone else's in the 2008 crash.  |
Financial Advisor October 2011 Carty & Carty |
Retirement Survival A balance-sheet approach for necessities and life goals has many advantages for clients.  |
The Motley Fool July 20, 2010 Amanda B. Kish |
Retirement: It's Not as Bad as We Thought Despite the dire predictions, Americans are a little more prepared for retirement.  |
Financial Planning May 1, 2010 Donald B. Trone |
Step Two: Strategize As discussions heat up between the SEC and FINRA surrounding a new fiduciary standard, let's take a close look at ways advisors can get ahead of the game.  |
Investment Advisor January 1, 2011 Ben Warwick |
Investment Advisor's January 2011 Issue: Ben Warwick Won't Compromise on Getting Returns. Period Clients must take risks to make returns. Here's the right way to do it in 2011.  |
Financial Planning December 1, 2008 Suzanne McGee |
The Perfect Alternative Is there an asset class for your clients portfolios whose price moves in the opposite direction to that of mainstream investments like stocks and bonds?  |
The Motley Fool August 4, 2010 Dan Caplinger |
Investments You Can't Retire Without Asset allocation isn't just about stocks, bonds, and cash. There are other avenues to wealth in the financial markets.  |
Financial Planning July 1, 2007 Gene Fama Jr. |
Bonds for Wealth People often look to bonds for retirement income, but the raw pursuit of income can engage inadvertent risks that can be especially rough on retirees. In the end, financial security is about total wealth, not marginal income.  |
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 Planning March 1, 2005 |
Mutual Fund Monitor Commodities futures have unique diversification properties and, on average, perform well whenever stocks and bonds have done poorly.  |
Financial Planning September 1, 2007 Donald Jay Korn |
Different Strokes This summer's volatile markets proved that allocating funds among uncorrelated assets really does work.  |
On Wall Street May 1, 2011 Robert J. Lindner |
Stabilizing Portfolios With Managed Futures Largely ignored by the advisor community, the Managed Futures Index returned 10.23% annualized over the 30-year period ending December 2010. Barclays Capital U.S. Aggregate Bond Index returned an annualized 8.92% and the S&P 500 returned 10.71% annualized.  |
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.  |