MagPortal.com   Clustify - document clustering
 Home  |  Newsletter  |  My Articles  |  My Account  |  Help 
Similar Articles
Financial Planning
December 1, 2009
Craig L. Israelsen
Disappearing Act In light of the recent market implosion, clients are anxious to make up for lost time (and returns). When their needs in retirement are unrealistic, their portfolios cannot support them. However, the composition of their portfolios can mitigate the blow. mark for My Articles similar articles
Financial Planning
May 1, 2010
Craig L. Israelsen
Built to Last Every retiree wants to build a resilient retirement portfolio. One of the most important parts of such a portfolio is durability.A durable portfolio is one which outlasts the retiree. mark for My Articles similar articles
Financial Planning
April 1, 2011
Craig L. Israelsen
Still Seeking Stability The challenge today for planners is prudently choosing and utilizing a sufficiently wide variety of asset classes so as to create a truly diversified and stable portfolio -- whether it's for the accumulation phase or the distribution phase of life. mark for My Articles similar articles
Financial Planning
February 1, 2013
Craig L. Israelsen
Investment Portfolio Survival Test If you have clients who have already retired, make sure their portfolios can absorb the most violent shocks. mark for My Articles similar articles
Financial Planning
February 1, 2007
Craig L. Israelsen
The Math of Recovery Resilience after a loss may be the most important asset a retirement portfolio can offer. mark for My Articles similar articles
Financial Planning
January 5, 2008
Craig L. Israelsen
Stay Low Maintaining a low correlation among a portfolio's assets in the distribution phase can help avoid potentially devastating losses. mark for My Articles similar articles
Financial Planning
July 1, 2011
Craig L. Israelsen
Piece by Piece The goal of building a multiasset diversified portfolio is to create better risk-adjusted performance for the investor. mark for My Articles similar articles
Financial Planning
April 1, 2008
Craig L. Israelsen
Seeking Stability Building a tough, strong, resilient and stable retirement portfolio is, very simply, what every retiree wants to do. What is the optimum allocation model to sustain this stability for clients? mark for My Articles similar articles
Financial Planning
February 1, 2007
David Macchia
Protect Retirement Financial advisors should pay attention to ROI -- not return on investment, but reliability of income. Planners must help clients assess the real capacity of their portfolios to generate long-term retirement income. mark for My Articles similar articles
Financial Planning
August 1, 2013
Craig L. Israelsen
Does the Sequence of Market Returns Matter? The markets have good years and bad years, but the impact on a client s investments depends on the timing. mark for My Articles similar articles
Financial Planning
September 1, 2008
Craig L. Israelsen
A Perfect Portfolio Investment portfolios should include a wide variety of diverse assets. Each one adds an important dimension to the portfolio because it behaves differently. mark for My Articles similar articles
On Wall Street
December 1, 2008
William Harding
Endowments Offer Investment Lessons for Retirees The number of Americans who turn 65 each week could fill a sports stadium -- and they all need income. Portfolios for people saving for retirement should be structured differently from those already there. mark for My Articles similar articles
Investment Advisor
September 2005
Greg Salsbury
Harvest Time As Americans live longer, advisors need to switch their emphasis from accumulating assets to making existing assets last. mark for My Articles similar articles
Financial Planning
August 1, 2011
Israelsen & Howell
Being Reasonable Managing the expectations clients have for their investment portfolios can be more challenging than actually managing the portfolios themselves. mark for My Articles similar articles
Financial Advisor
July 2011
Dan Moisand
Is There A Safe Savings Rate? New research suggests that retirement planning should focus on savings, not withdrawals and accumulation targets. mark for My Articles similar articles
The Motley Fool
April 9, 2010
Robert Brokamp
9 Retirement Killers Make sure you sock it away, and sock it away the right way. mark for My Articles similar articles
The Motley Fool
May 23, 2007
Jill Ralph
Act Now to Save Your Retirement Here's what you can do today to make sure your retirement is the one you've worked so hard to achieve. mark for My Articles similar articles
Financial Planning
December 1, 2010
Craig L. Israelsen
The Responsible Investor Investors who rely on portfolio performance to do the heavy lifting (that is, to make up for insufficient contributions during their working years) will usually fall into the trap of having too much equity exposure and therefore be exposed to too much risk. mark for My Articles similar articles
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." 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
July 1, 2013
Craig L. Israelsen
Best Way to Increase Retirement Savings In helping clients increase their retirement savings, which is more important: higher contributions or higher returns? mark for My Articles similar articles
Financial Advisor
May 2012
Bill Bengen
How Much Is Enough? The father of the 4 1/2% rule for retirement portfolio withdrawals analyzes its past, present and future performance. mark for My Articles similar articles
Financial Planning
July 1, 2007
Craig L. Israelsen
Quasi-Commodities? Here's how energy, precious metals and real estate compare with the entire commodities index as a component of an investment portfolio. 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
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 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
February 1, 2006
John Nersesian
Hatching a Nest Egg As the baby boomers approach retirement, financial planners will have to shift their focus from accumulation to distribution. Here's what matters. mark for My Articles similar articles
The Motley Fool
September 1, 2010
Dan Caplinger
Why Retirees Still Need Stocks Because bonds alone won't get you to the finish line. mark for My Articles similar articles
Financial Advisor
June 2010
Eric Uhlfelder
Making It Last It's easier to contribute to retirement accounts than it is to manage them for withdrawals. mark for My Articles similar articles
The Motley Fool
August 4, 2008
Todd Wenning
A Longer Retirement Than You Ever Dreamed Of Will you have enough money when you turn 100? mark for My Articles similar articles
The Motley Fool
May 26, 2010
Dan Caplinger
Your Investing Life Begins at 65 30 years is a long time. Prepare accordingly. mark for My Articles similar articles
The Motley Fool
June 13, 2008
Julie Clarenbach
A Retirement Portfolio You Can Set and Forget Don't let lifecycle funds target your retirement without taking a very close look at them. mark for My Articles similar articles
BusinessWeek
July 2, 2008
Mara Der Hovanesian
Will You Outlive Your Money? It's not all about how much you put away while you're working; it's also about how much you spend once you retire. mark for My Articles similar articles
Financial Planning
October 1, 2008
Richard K. Fullmer
Reducing Retirement Risk How should retirees configure their portfolios for the long term, while not exposing themselves to inappropriate risk? mark for My Articles similar articles
Financial Planning
March 1, 2006
Joel P. Bruckenstein
Move on Down the Road Retirement Road Map, one of the first asset distribution programs, takes a simple approach to a complex subject. With a few tweaks, it could become a truly useful tool for financial planners as well. mark for My Articles similar articles
Financial Advisor
October 2005
Gregory Bresiger
Expect The Unexpected In Retirement Planning History can be dangerous for retirement planners offering portfolio longevity advice. Even when they're right about the long term, they can be very wrong in the short term, with disastrous consequences for the health, or even the survival, of a retirement portfolio. mark for My Articles similar articles
The Motley Fool
March 1, 2011
Dan Caplinger
A Smarter Strategy for Retired Investors Seniors need protection more than big returns. mark for My Articles similar articles
Financial Planning
May 1, 2010
Donald Jay Korn
Retirement NOW The idea of retirement has changed from a brief, blissful rest at the end of life to almost a second youth, with relatively few responsibilities, increased mobility and vast, open swaths of free time. 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 Advisor
March 2005
Jeff Schlegel
Time & Money As a financial advisor, do you understand all the assumptions you are making regarding retirement account withdrawal rates? mark for My Articles similar articles
Investment Advisor
September 2006
Retirement Planning: Behind the Numbers Retirement planning is slowly evolving into a multidisciplinary field that includes not only accumulating assets for retirement and managing/protecting them within retirement, but also integrating retirement as a key transition in life. mark for My Articles similar articles
The Motley Fool
May 14, 2009
Selena Maranjian
Borrow to the Hilt and Get 90% Richer This bold retirement investing strategy is not for the faint of heart. mark for My Articles similar articles
Financial Planning
January 1, 2011
Craig L. Israelsen
Measuring Stick It's worth the effort to calculate the performance of a mutual fund under different investing assumptions. mark for My Articles similar articles
Registered Rep.
October 1, 2005
Better Die Before They Get Old How many boomers are prepared for retirement? mark for My Articles similar articles
The Motley Fool
May 17, 2008
Chuck Saletta
You Will Lose More Money If you're serious about investing for your retirement, you need a strategy to deal with days when you lose money. How will you handle it when it happens? mark for My Articles similar articles
The Motley Fool
December 30, 2003
How Much Do You Need to Retire? Plan for some comfortable golden years. mark for My Articles similar articles
Registered Rep.
November 1, 2005
Lynn O'Shaughnessy
Ignoring the Bear And Other Mistakes Retirees Make Advisors can greatly increase their clients' odds of success by steering them away from some of the most common -- and damaging -- retirement mistakes. Here are some of the biggies to avoid: Counting on steady returns... Forgetting about taxes... etc. mark for My Articles similar articles
On Wall Street
October 1, 2011
Don Schreiber, Jr.
The Beauty of Dividend-Paying Stocks With the vast majority of investors getting closer to retirement and becoming more risk adverse, advisors should create balanced portfolios using a mix of bonds and high-yielding dividend stocks to potentially increase return and reduce risk. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
April 19, 2010
Dan Caplinger
Is Your Retirement Really Safe? The much-heralded 4% rule has its flaws. mark for My Articles similar articles