| 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.  |
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.  |
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.  |
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.  |
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.  |
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.  |
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.  |
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?  |
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.  |
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.  |
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.  |
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.  |
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.  |
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.  |
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.  |
The Motley Fool April 9, 2010 Robert Brokamp |
9 Retirement Killers Make sure you sock it away, and sock it away the right way.  |
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.  |
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.  |
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 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.  |
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?  |
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.  |
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.  |
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.  |
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.  |
Financial Planning September 1, 2009 Craig L. Israelsen |
Upper-Left Quadrant Prudent investing requires the construction of multi-asset portfolios.  |
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.  |
The Motley Fool September 1, 2010 Dan Caplinger |
Why Retirees Still Need Stocks Because bonds alone won't get you to the finish line.  |
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.  |
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?  |
The Motley Fool May 26, 2010 Dan Caplinger |
Your Investing Life Begins at 65 30 years is a long time. Prepare accordingly.  |
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.  |
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.  |
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?  |
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.  |
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.  |
The Motley Fool March 1, 2011 Dan Caplinger |
A Smarter Strategy for Retired Investors Seniors need protection more than big returns.  |
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.  |
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.  |
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?  |
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.  |
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.  |
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.  |
Registered Rep. October 1, 2005 |
Better Die Before They Get Old How many boomers are prepared for retirement?  |
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?  |
The Motley Fool December 30, 2003 |
How Much Do You Need to Retire? Plan for some comfortable golden years.  |
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.  |
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.  |
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.  |
The Motley Fool April 19, 2010 Dan Caplinger |
Is Your Retirement Really Safe? The much-heralded 4% rule has its flaws.  |