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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.   |
BusinessWeek
January 31, 2005 |
A Fixed-Income Fund with a Twist Bill Eigen of Fidelity Strategic Income says a broadly diversified focus and careful risk management help his fund outperform |
Financial Planning
May 1, 2005
Donald Jay Korn |
Foreign Intrigue Financial planners need a passport to follow the money that's flooding into overseas mutual funds, but the wave may be about to break. |
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
November 2003
Tracey Longo |
The Logic Of Rethinking International Investing Reasons to consider increasing your international portfolio. |
Financial Planning
January 1, 2006
Donald Jay Korn |
Outlook 2006 An informal survey of investment strategists found an upbeat economic outlook for 2006: Panic and Euphoria... Has Technology's Time Come?... Bond Parsing... Overseas Picture... Fiscal Forecast... |
Financial Planning
January 1, 2009
Donald Jay Korn |
Outlook 2009 The long-term outlook is brighter than the current vista. Markets have always turned up after downturns and there's no reason to think this pattern will end. |
Financial Advisor
May 2004
Marla Brill |
Taking Cover In Cash The manager of the FPA Crescent Fund is confounded by the financial markets. In his 18 years of investing, this is the most difficult time for finding securities that seem appealing. |
Real Estate Portfolio
Jul/Aug 2004
Christopher M. Wright |
Q&A with Jeremy Siegel The Russell E. Palmer Professor of Finance at the Wharton School of the University of Pennsylvania weighs in on his long-term bullish outlook and the prospects he sees for REIT stocks. |
Commercial Investment Real Estate
Mar/Apr 2003
Gretchen Pienta |
Building a Powerful Portfolio Learn which commercial real estate vehicle provides a strong foundation for your clients' investments. |
Investment Advisor
February 2008
Beth Piskora |
Experts Differ on Japan for '08 Several strategists offer their opinion on the outlook for Japan's economy in 2008. |
CFO
August 1, 2003
Randy Myers |
Casting for Returns To juice up their sagging portfolios, pension fund managers are seeking alternative investments. |
Investment Advisor
January 2006
Robert F. Keane |
Mostly Sunny or Partly Cloudy The economic climate for 2006 looks fair and mild, but a few forecasters see storm clouds on the horizon. |
Financial Planning
January 1, 2010
Donald Jay Korn |
Outlook 2010: Positivity "We think the economic outlook will be better than the consensus forecast," says Paul Zemsky, New York-based head of asset allocation and multi-manager investments for ING Investment Management. |
Investment Advisor
January 2007 |
Happy New Year Our market strategy panelists see a slowing but healthy economy and market. |
BusinessWeek
April 12, 2004
Lauren Young |
Where Investors Hunt For Refuge As the bull struggles, they're playing it safer at home -- and investing more abroad. A look at where the money is flowing to, and the outlook from some mutual fund managers. |
Financial Advisor
December 2005
Eric L. Reiner |
Where Are We Headed? Investment experts reveal where they believe the returns are as slower growth is predicted for 2006. |
The Motley Fool
December 22, 2003
Mathew Emmert |
REIT-allocate Your Portfolio A look at the diversification and income-producing benefits of Real Estate Investment Trusts (REITs), along with some conservative strategies for putting REITs to work in your portfolio. |
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? |
Financial Advisor
December 2009
James Picerno |
The First Step There are no easy answers for asset allocation, but at least there's a practical starting point. |
Real Estate Portfolio
Nov/Dec 2004
Art Gering |
A Perfect Fit Over time, REITs have proven to be the missing piece for building a well-diversified portfolio. |
Financial Planning
November 1, 2006
Elizabeth O'Brien |
Fund Manager Profile Taking the Global View: Jeff Knight leads a standout fund at beleaguered mutual fund group Putnam. |
Financial Advisor
December 2004
Raymond Fazzi |
Are Low Returns Here To Stay? With the economy on course for more than 3% growth this year, there is reason to hope for sustained growth in 2005. Some market watchers say that as investors come to grips with low returns, there may be a movement of investment dollars from passive to active management vehicles. |
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. |
Financial Planning
December 1, 2005
Donald Jay Korn |
Seven-Year Hitch? Small-cap stocks have been big winners ever since the last century, but keeping the good times rolling could be a major challenge for financial planners. |
Real Estate Portfolio
Sep/Oct 2002
Jack McAllister |
After the Fall Companies are not waiting for Congress to act; instead leading firms are fixing their 401(k) plans... and real estate stocks are part of the solution. |
The Motley Fool
November 25, 2008
Dan Caplinger |
Did Asset Allocation Work? Some funds claimed to protect you from the downturn. Did they deliver? |
Financial Planning
September 1, 2009
Craig L. Israelsen |
Upper-Left Quadrant Prudent investing requires the construction of multi-asset portfolios. |
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. |
Financial Planning
October 1, 2009
Craig L. Israelsen |
An Age-Old Question Age plays an important role in determining asset allocation. The general consensus is, the older you get, the less risk you should take. |
Financial Advisor
June 2004
Kevin M. Wilson |
Why Value Beats Growth Portfolios using asset allocation combined with value investing produce better financial results. How should you advise clients to invest? |
Financial Planning
October 1, 2006
Donald Jay Korn |
It's a Good Year for Cash With interest rates up and other assets flat or sinking, cash is a winning bet as well as a safe one. |
Financial Advisor
January 2004
Marla Brill |
Bank Loan Funds Regain The Spotlight Funds that invest in variable rate loans to below-investment-grade companies may sound like a gamble, but it's one that an increasing number of financial advisors worried about the impact of rising interest rates are willing to take. |
The Motley Fool
July 6, 2004
Shannon Zimmerman |
The IAA Revolution Asset allocation is a huge part of intelligent investing, but it barely makes a blip on the financial media's radar screen. Mutual funds make it easy to diversify across market cap and style. |
Registered Rep.
March 1, 2003
Grove & Prince |
The Affluent Are Searching for Relief in Alternatives The rich shouldn't care if it's a bull or bear market. That's because the rich have so many investment options -- they can go completely short, or pick a cocktail of alternative investments, that, theoretically, could hedge away risk. Surveys show the affluent are doing exactly that. |
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
January 1, 2007
Donald Jay Korn |
Outlook 2007: A Year for the Big Guys? An economic slowdown is likely to spur a flight to quality, as investors shift their focus to the most powerful domestic large caps. |
Financial Planning
March 1, 2006
Solow & Kitces |
Test Your Tactical IQ One of the most basic decisions a planner must make is whether to follow a passive or active approach to managing client portfolios. Take this quiz to see if you're ready to become a more active asset allocator. |
Financial Planning
December 1, 2008
Stephen Savage |
What Just Happened The magnitude of this market decline exceeds the frame of reference of nearly every advisor in business today, and most of their clients. What approach can advisors take with shell-shocked clients? |
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. |
Registered Rep.
July 1, 2003
David A. Gaffen |
Is it Safe Yet? Does the phone ring with a sweeter tone? Is the workday flying by? Do clients smile at you when you bump into them at restaurants? Has perhaps the market found its bottom and have clients recovered their nerve? Is it safe to go back to business as usual? |
BusinessWeek
October 6, 2003
Lewis Braham |
Amid Turmoil, Funds Take Off During the third quarter, equities rallied up a storm. |
Financial Planning
January 5, 2008
Suzanne McGee |
Outlook 2008: The Year of Living Dangerously Oil shocks, credit crunches, political uncertainty -- welcome to 2008. Here's how advisors are seeking out opportunities in the chaos. |
Investment Advisor
November 2006 |
Asset Allocation The monthly recommendations from the IA asset allocation gurus: Behind the Numbers, with Lincoln Anderson... Economic and Financial Market Forecast... Recommended Allocations for a Balanced Portfolio... etc. |
Registered Rep.
March 1, 2003
Stan Luxenburg |
Going to Extremes Used as the "explore" part of a "core and explore" strategy, focus can indeed help produce alpha (outperformance). |
Investment Advisor
March 2006
Kathleen M. McBride |
Acting Like He Thinks If you're considering a large-cap growth fund, don't forget James P. O'Shaughnessy's Dreyfus Premier Alpha Growth Fund/B. Here's an interview with the fund manager. |
Inc.
December 1, 2002
Kenneth Klee |
Rational Pessimism Turns out there's a bright side to falling stock prices. |
Financial Advisor
August 2010
Andrew Gluck |
Gloom Remains Pervasive Muddling along is many advisors' most optimistic scenario. |
Financial Advisor
January 2005
Marla Brill |
Investment Moves For 2005 Advisors proceed cautiously as interest rates rise and the dollar falls. |
Financial Advisor
April 2004
Jeff Schlegel |
Seeing More Growth In Growth Observers predict continuing opportunities in growth funds this year. |
