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Financial Advisor
July 2004
Evan Simonoff |
Revising The Rules Of Investing The resurgence of dividends according to Peter Bernstein.   |
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. |
Financial Planning
April 1, 2011
Roddy Marino |
Paying Dividends Today's income landscape is a perfect storm for investors, but a great opportunity for advisors to reaffirm fundamental investment principles while implementing strategies to mitigate the concerns that may be holding clients back. |
Financial Advisor
March 2012
Michelle Knight |
Fixed-Income Bonding Abandoning bonds for dividend-paying stocks may seem like a "no-brainer," but think again. |
Financial Advisor
January 2011
Jeff Schlegel |
Paying Dividends The malaise in fixed-income yields is proving to be the perfect excuse for income investors to look at dividend strategies. |
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 |
The Motley Fool
October 11, 2006
Dan Caplinger |
Fixed Income Isn't Risk-Free Bonds can be good for your portfolio, but they come with their own risks. |
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 Advisor
October 2006
Eric Rasmussen |
Golden Eggs In A Market Acting Cracked A basketful of economic uncertainty leaves financial planners scrambling. |
The Motley Fool
January 3, 2012
Amanda B. Kish |
Why Advisors Are Wrong Again Financial advisors are shying away from stocks at the wrong time. |
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? |
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 Advisor
June 2011
Nick Murray |
Real Estate For The Right Reasons Yes, it's an "alternative" investment. But to what? |
Financial Planning
June 1, 2005
Joshua Weinberger |
White Paper Is a bond boom coming? Here is a preliminary report assessing the long-term outlook for bonds in the current market environment. |
The Motley Fool
May 24, 2010
Amanda B. Kish |
How Much Debt Is Too Much? Finances around the world might affect how you divide stocks and bonds in your retirement portfolio. |
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. |
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. |
Financial Planning
July 1, 2005
Susan Weiner |
Foreign Indebtedness The falling dollar has sparked an interest in international bonds, but advisers remain cautious. |
Financial Planning
June 1, 2006
Len Reinhart |
Bonds for Boomers There are significant differences between the traditional approach to bond investing and the approach that will best serve the needs of today's high-net-worth retirees. Here's an overview for financial advisers on bonds for this group. |
Financial Advisor
March 2011
Somnath Basu |
Back To Basics Advisors don't need to rely on complicated models to help clients avert losses. |
Financial Advisor
November 2010
Nick Murray |
On Panic, Faith, And The Determined Primitive Everyone can buy equities. No one can keep them. What is the advisor to do? |
On Wall Street
September 1, 2012
Don Schreiber |
Making a Case for Dividend-Paying Stocks in Retirement Portfolios One expert argues that dividend-paying stocks, not growth stocks, should be the building blocks of retirement portfolios |
Registered Rep.
November 1, 2006
Stan Luxenberg |
Off-the-Rack Risk Control? Although state 529 plans may look the same on the surface, in reality their asset allocations -- although similarly described -- could be very different. The appeal of age-adjusted 529 plans is that you don't have to do much. |
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
September 1, 2011
Donald Jay Korn |
Double Plays When clients want a total return fund, it may be difficult for advisors to sort out the options. Determining what role a total return fund can play in a client's portfolio requires a deeper understanding of this confusing category. |
Financial Advisor
March 2004
Marla Brill |
Was Last Yearis Rally A Headfake? Jeremy Grantham says yes, and thinks the bear market will return in 2005. |
Financial Planning
February 1, 2008
Craig L. Israelsen |
Winners by Default Target-date and balanced funds have become the main default options in corporate retirement plans. But which one is better? |
Financial Advisor
July 2008
Alan Lavine |
On Target, Or Not Think you can plunk down money on any target date fund as a low-risk way to accumulate retirement savings? Think again. |
Financial Planning
March 1, 2008
Jason Brady |
A Race for Income Most investors who are searching for income from their investments look at one factor: yield. Is this the right approach? |
Registered Rep.
August 1, 2004
Stan Luxenberg |
Nest Eggs in Multiple Baskets Increasingly, employers have begun offering life cycle funds, which include broad mixes of stocks and bonds. By picking one life cycle choice, an investor can hold a nicely diversified 401(k) portfolio. |
The Motley Fool
March 16, 2011
Dan Caplinger |
Why Bonds Aren't Enough to Retire On Most investors can't afford the luxury of an all-bond portfolio. |
Financial Planning
August 1, 2010
Eric Sutherland |
The Knowledge Gap If you know what your clients are thinking and feeling now, you can understand what is driving their investment decisions and what it will take to help them "get real" about any necessary changes. |
Financial Advisor
October 2009
Michelle Knight |
Cashing In On Cash Flow Retirement-age investors need not resign themselves to a portfolio of Treasury bonds with pitifully low yields. |
Financial Planning
February 1, 2010
Paul Menchaca |
Growth Spurts It's still tricky to invest for retirement, but planners are starting to seek out long-term growth. Next trick: convincing skittish clients. |
BusinessWeek
September 25, 2008
Lauren Young |
If You Want to Rejigger Your Holdings Three top financial advisers share how they would invest $250,000 for moderate growth over the next five to seven years. Here's the way they'd do it. |
Financial Advisor
May 2012
Evan Simonoff |
Four Percent Of What? Inflation can be just as devastating to a retiree as lousy portfolio returns. |
Financial Advisor
July 2011
David J. Drucker |
Dodging The Bullet--A Follow-Up Three advisors who protected clients from the 2008 market meltdown talk about what has happened in their clients' portfolios since then. |
The Motley Fool
December 2, 2009
Amanda B. Kish |
Don't Buy This Junk The high-yield "junk" bond sector of the market has been on fire this year, but you should leave these bonds in the bin. |
Investment Advisor
January 2008
Kathleen M. McBride |
Built to Last Although their strategies vary, Rob Arnott and his investment advisor peers are hewing to a long-term focus on fundamentals, valuations, costs, and taxes. |
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
November 2012
Marla Brill |
Beyond Bonds As interest rates remain at rock-bottom levels, investors seeking higher yields are piling into bond funds. Mark Freeman has produced an attractive total return with low volatility without depending solely on fixed income securities. |
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 Advisor
October 2004
Tracey Longo |
Investing For Retirement Investing for retirement is feeling pretty dicey. That has investors looking for all the advice they can find. Here's what financial advisors are saying. |
HBS Working Knowledge
August 23, 2004
Ann Cullen |
New Challenges for Long-Term Investors Risk-reward. Rising interest rates. Stocks or bonds. There's lots to ponder when setting asset allocation strategy. And the answers might not come with "conventional wisdom." |
Financial Advisor
January 2005
Marla Brill |
Investment Moves For 2005 Advisors proceed cautiously as interest rates rise and the dollar falls. |
Registered Rep.
August 1, 2006
David Prokupek |
Shelter From the Storm Today's market -- with rising interest rates, significant volatility, few sectors providing positive performance and solid global economic expansion -- bears striking resemblance to the 1970s. So, what are an advisors and investors to do? |
The Motley Fool
December 22, 2009
Dan Caplinger |
This Is What You Need When You Retire There are plenty of investments that can generate income for you. |
Financial Planning
December 1, 2009
Paul Menchaca |
Think Different Here's a scary thought: What if the seeds of last year's market crisis are actually growing taller than before? |
The Motley Fool
September 7, 2010
Jordan DiPietro |
Investors Are on the Verge of Disaster In the frenetic craze to find security for their portfolios, investors are jumping on the bond bandwagon, despite terrible returns. |
The Motley Fool
October 1, 2010
Owain Bennallack |
What Are Low Bond Yields Trying to Tell Us? Here are four things low yields could be signaling. |
