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Financial Planning
February 1, 2012
Craig L. Israelsen
Mid-Cap's Role Mid-cap U.S. equity is almost always included when advisors and investors assemble diversified portfolios. One way to see if this popularity is justified is to do an in-depth survey of mid-cap funds, and to see how these funds affect portfolio performance. 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
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
March 1, 2012
Craig L. Israelsen
Small Thoughts The benefit of investing in small U.S. stocks is clear. Over the 42-year period from Jan. 1, 1970, to Dec. 31, 2011, a $10,000 investment in large U.S. stocks would have grown to $507,362. mark for My Articles similar articles
Financial Planning
June 1, 2011
Craig L. Israelsen
The Rebalancing Premium The principle behind a traditional 60/40 investment portfolio is balancing two asset classes - large-cap U.S. stocks and U.S. bonds. 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
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
November 1, 2012
Craig L. Israelsen
Thinking Globally: Diversified Portfolio Needs Foreign Stocks. Are They Worth it? A diversified portfolio may need foreign stocks, but are non-U.S. bonds worth the trouble? mark for My Articles similar articles
Financial Planning
March 1, 2013
Craig L. Israelsen
Bond Analysis: Time to Steer Clear? Learn what the past six decades can tell advisors about future performance. mark for My Articles similar articles
Financial Planning
October 1, 2012
Craig L. Israelsen
How Planners Can Use Treasury Inflation-Protected Securities for a Portfolio If Treasury Inflation-Protected Securities are added to an equity-based portfolio, what is their impact on returns and volatility? 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
Financial Planning
August 1, 2012
Craig L. Israelsen
Commodity Confidence Find a commodity fund that adds value to an overall portfolio by virtue of its raw performance as well as by virtue of its low correlation with the other portfolio ingredients. mark for My Articles similar articles
Financial Planning
December 1, 2012
Craig L. Israelsen
Cash Is Not Trash: How to Maximize this Asset Class Tempted to leave this asset class out of a portfolio? Don t be swayed. 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
June 1, 2012
Craig L. Israelsen
Valuable Property It turns out that giving real estate a place in your overall portfolio is an essential step toward optimal diversification. mark for My Articles similar articles
Financial Planning
June 1, 2005
Craig L. Israelsen
Three's Not a Crowd How passive fund investors can get the best exposure to the whole U.S. market. mark for My Articles similar articles
Financial Planning
March 1, 2005
Israelsen & Clement
Of Stocks and Funds Financial advisers need to explain to their clients that diversification can be a double-edged sword; protection against loss can sometimes insulate against return. Here's a performance comparison of individual stocks vs. equity funds in 2004. mark for My Articles similar articles
Financial Planning
July 1, 2010
Craig L. Israelsen
Alpha and Beta Can a portfolio consisting entirely of beta-producing elements produce alpha? The answer is clearly yes. 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
March 1, 2007
Craig L. Israelsen
Tales of the Tape When you look at annual returns, stocks, equity mutual funds and indexes tell surprisingly different stories. mark for My Articles similar articles
Financial Planning
June 1, 2008
Craig L. Israelsen
Spice It Up Can adding commodities to a diversified investment portfolio boost performance without adding extra risk? Read on. 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
Financial Planning
October 1, 2011
Craig L. Israelsen
Multiply Returns by Dividing Gaining exposure to U.S. stocks by using three equally weighted index funds produced better performance than a single mega-market index fund during the Lost Decade of 2001 to 2010. 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 Planning
September 1, 2007
Donald Jay Korn
Different Strokes This summer's volatile markets proved that allocating funds among uncorrelated assets really does work. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Planning
November 1, 2005
Donald Jay Korn
Leaning Toward Lockstep Correlations between U.S. and foreign markets are increasing, but adherents insist that foreign investing can still reduce risk. mark for My Articles similar articles
Financial Planning
February 1, 2010
Craig L. Israelsen
It's in the Past Can correlations between mutual funds' past performance and risks tell us anything about their future? 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
Investment Advisor
January 2006
Callahan & Howard
Boxes Are Not Classes Advisors who use style boxes as proxies for asset classes are performing a disservice to clients. Here's why characteristic boxes are not asset classes and allocating among various characteristic boxes is useless at best. 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, 2006
Scott A. Leonard
The Smaller, the Better Rumors that the small-cap effect is dead are most definitely premature. By focusing on the smallest of the small caps, financial advisors can see that the small-cap effect appears to be alive and well. You just need to know where to look for it. mark for My Articles similar articles
On Wall Street
October 1, 2013
Jeff Tjornehoj
Are Alts Making the Grade? The most recent crop of alt fund contenders are performing like a classroom full of underachievers. 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
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 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 Planning
November 1, 2007
Gene Fama
Small-World Investing Do international stocks really give you higher returns with less risk? mark for My Articles similar articles
The Motley Fool
January 20, 2006
Doug Short
Competing With the S&P 500 If you want to increase your chance of beating the S&P 500 year after year, one good way is to broaden your investment choices to include a generous mix of smaller caps and international equities. Mutual funds and ETFs offer an easy means to get that degree of breadth. mark for My Articles similar articles
Financial Planning
September 1, 2005
Horn & Sturiale
Do Your Investments Play Nice? Advisers and consultants spend a great deal of time helping retirement plan clients construct investment portfolios. Here's a quantitative look at diversification using the Schwab Portfolio Diversification Measure. mark for My Articles similar articles
Financial Planning
January 1, 2006
Marshall Eckblad
REITs' Diversification Benefits Portfolios that included Real Estate Investment Trust (REIT) holdings have outperformed those without such holdings in recent years. mark for My Articles similar articles
Financial Advisor
January 2006
Joshua M. Kaplan
Building a Better Portfolio, Relatively Speaking Utilizing Modern Correlation Statistic (MCS) to build an allocation comprised of complementary investment vehicles should result in an enhanced portfolio where there always exists some winners and some losers. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Planning
November 1, 2006
Mark Thurston
Alive and Well Naysayers may be down on international stocks, but they remain an important part of a diversified portfolio strategy. mark for My Articles similar articles
Financial Planning
June 1, 2013
Craig L. Israelsen
Update for Investing's Classic 'Efficient Frontier' Modern Portfolio Theory relies in part on the efficient frontier. But investors can now do better. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Planning
April 1, 2013
Craig L. Israelsen
Value vs. Growth: Which Investing Strategy Is Better? How do returns from these two types of equities compare? We test them - and find a real difference in 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
Investment Advisor
January 2006
Callahan & Howard
Risky Business The primary goal of financial advisors is to make life less risky for clients. But using style boxes to determine risk in a portfolio is a fool's errand. mark for My Articles similar articles
The Motley Fool
January 28, 2011
Amanda B. Kish
10 Core Stocks: A Vanguard Total Stock Market ETF Update The fund's success speaks to the importance of having a diversified portfolio that covers all the stops in the market capitalization spectrum. mark for My Articles similar articles