Similar Articles |
|
The Motley Fool August 25, 2004 |
Asset Allocation for Retirees A helpful way to approach asset allocation is to jot down how much you have, how much you want to withdraw each year, how quickly you expect your nest egg to grow invested in your various options, and how long your money needs to last. |
The Motley Fool May 11, 2004 Shannon Zimmerman |
Building the Perfect Portfolio Smart asset allocation is critical to successful fund investing. Staying the course is a fine idea, but because your goals and tolerance for risk are bound to change over time, the perfect portfolio will always be a work in progress. |
The Motley Fool March 24, 2005 Josie Raney |
Do Targeted Funds Hit Your Mark? Look before you take the lifecycle leap. If you're a beginning investor, these funds can offer inexpensive, no-fuss, diversification -- provided you choose the one that best suits your investing timeline and tolerance for risk. |
BusinessWeek August 15, 2005 |
Don't Forget Home Equity To business professor Dean Gatzlaff, your home should be part of any asset allocation plan. |
The Motley Fool April 29, 2005 Bill Barker |
Using a Chimp to Improve Your Returns Jeremy Siegel's constant posits that annual real returns for the stock market over the long term will always be 6.5% to 7% per year. But there's a way for you to improve on that. |
The Motley Fool December 1, 2005 |
Think Thrice Before Dividing in Thirds Portfolio allocations don't come in one-size-fits-all. A more sensible approach is to consider investment timeframes and, of course, what you can tolerate in terms of market volatility. |
The Motley Fool February 23, 2007 Dan Caplinger |
Don't Leave Your Investments on Autopilot An occasional look can reveal profitable adjustments to your portfolio. |
The Motley Fool March 24, 2005 Nathan Slaughter |
Mutual Fund Meltdown Have you assembled your funds in a carefully orchestrated portfolio or in a haphazard collection? Collecting mutual funds is not a safe pastime. It's a financial disaster waiting to happen. |
The Motley Fool February 22, 2006 Selena Maranjian |
Small Caps Win For many investors, it makes a lot of sense to inject some small-cap companies into their portfolios. |
The Motley Fool March 25, 2004 |
Foolish Asset Allocation Moving in and out of the stock market every few months will not lead to success. |
Registered Rep. October 1, 2005 Stan Luxenberg |
Taking the Sting Out of Taxes For high-net-worth investors, tax-sheltered accounts offer special opportunities. Because they need not worry about exhausting savings, wealthy clients can use shelters creatively to derive maximum tax and investing benefits. |
Financial Planning March 1, 2006 Bob Veres |
Beyond the Pyramid Think you know the state of the art in portfolio management? New research may offer some surprises -- and suggest new approaches. |
Financial Planning April 1, 2006 Len Reinhart |
The Equity Puzzle Stocks are a critical component of lifetime investment plans, but clients need more than cookie-cutter allocations and market-mirror index funds. |
The Motley Fool October 25, 2004 Tom Gardner |
Moneyball's Home Run Insights In this interview Michael Lewis, the author of Moneyball, says the best valuation models might be found in the game of baseball. |
Financial Planning March 1, 2005 O'Toole & Steiny |
The Perfect Process A disciplined approach to managing client assets is at the heart of financial planning. How does yours stack up? |
The Motley Fool February 4, 2005 Paul Elliott |
Wall Street's Worst-Kept Secret If you invest in stocks for the long term, you must own small-cap stocks. |
AskMen.com April 14, 2002 Rashmikant Patel |
Starting A Portfolio Investors can easily understand and build a portfolio that conforms to their needs... |
The Motley Fool March 17, 2005 Robert Brokamp |
Stocks for the Really Long Term Yes, stocks are the long-term investment of choice. But at any price? |
Entrepreneur December 2003 Dian Vujovich |
Anything Goes Here's a top-performing fund that's got flexibility on its side. |
Entrepreneur September 2004 Dian Vujovich |
Way to Grow Large-cap growth funds may not sound exciting, but there's a solid place for them in a diversified portfolio. This fund uses a computer model to pick its winners. |
Sports Central July 3, 2007 Scott Shepherd |
2007 MLB All-Star Snubs When the players and coaches filled out the remaining roster spots with worthy participants, they dropped the ball. |
The Motley Fool January 25, 2005 Shannon Zimmerman |
Time to Buy Here's a tip for fortifying your portfolio during troubled times: Growth funds are on sale. Get 'em while they're not hot. |
Real Estate Portfolio Jan/Feb 2003 |
For Diversification, It Isn't Home Sweet Home Jack Goodman provides economic and demographic research to the real estate industry through his firm, Hartrey Advisors. Goodman shared his thoughts on the diversification benefits of home ownership versus REITs. |
The Motley Fool June 22, 2006 Selena Maranjian |
Get Your Fixed-Rate Fix From Stocks You may do better with hefty dividend payers than with bonds. |
Entrepreneur January 2005 Dian Vujovich |
Basket Case The saying "Don't put all your eggs in one basket" may have had its place on Wall Street during the past century, but with today's range of investment choices, that old axiom needs some rethinking. |
The Motley Fool October 29, 2004 Dayana Yochim |
Need a Yawner Investment? If you're in the market for a safe little something for your portfolio, buy bonds. |
The Motley Fool August 17, 2004 Shannon Zimmerman |
Time to Buy? The market downturn this summer has handed smart fund investors a world-class opportunity to go shopping down the equity market's large-cap growth aisle. |
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. |
The Motley Fool December 8, 2005 Rick Aristotle Munarriz |
Your Stocks Need a Fire Sale Maybe it's time to clean out the poor performers in your portfolio. Here is how a baseball club's painful decision to purge its roster could become a smart strategy for your portfolio. |
Sports Central August 13, 2012 Paul Foeller |
Centralized Power Only three players in the National League rank in the top 10 of all three triple crown categories. All of them play in the National League Central. Only one division has three of the top five in wins and in saves -- the National League Central. |
The Motley Fool January 7, 2005 Paul Elliott |
Wall Street's Worst-Kept Secret If you invest in stocks for the long term, you must own small-cap stocks. |
Real Estate Portfolio Nov/Dec 2004 Matthew Bechard |
Homeownership and REITs Jack Goodman shares his thoughts regarding the diversification benefits of home ownership versus REITs. |
Financial Planning February 1, 2006 Len Reinhart |
A New Model An interview with Don Robinson, Lockwood's chief investment officer, about the general parameters of transforming retirees' portfolios into lifetime investment plans. |
BusinessWeek April 17, 2006 |
Three Scenarios Variable Returns: Portfolio 1 -- 75% large cap... 25% bonds... Portfolio 2 -- 50% large cap... 25% small cap... Portfolio 3 -- 16.67% large cap... 16.67% mid cap... etc. |
The Motley Fool January 30, 2006 Jim Fink |
Want 50% Annual Returns? An explanation of the allure and illusion of mechanical investing, which is stock-picking strategies based on quantitative computer screens. |
The Motley Fool December 10, 2004 Selena Maranjian |
Types of Investors: Which Are You? Knowing who you are can help you understand yourself and how you approach making money. Learn about some classifications of investors and which brokerage is right for you. |
The Motley Fool September 7, 2004 Salim Haji |
How Many Stocks Should You Own? Diversification into stocks you don't fully understand could increase risk within your portfolio. |
The Motley Fool November 16, 2004 Shannon Zimmerman |
Selling Points Two more reasons shareholders should consider parting ways with a fund they hold. |
The Motley Fool January 23, 2006 Rich Duprey |
How Many Is Too Many? The legends weigh in on the eternal question of how many stocks to own. But a portfolio of quality companies takes years to build -- don't expect it to grow overnight. |
The Motley Fool October 29, 2004 |
Stocks vs. Bonds Stocks have grown faster than bonds in most time periods. |
The Motley Fool November 4, 2005 Kaderli & Kaderli |
How Much Is Enough? You may not need as much as you think to live a life of financial independence. There is no "one size fits all." When it comes to your portfolio, you must be comfortable and confident with your personal risk tolerance. |
The Motley Fool February 9, 2010 Dan Caplinger |
Don't Let Your Investments Blindside You Do it yourself and know what you're getting. There are some things you're better off doing yourself and managing your retirement savings is one of them |
The Motley Fool March 4, 2005 Paul Elliott |
Wall Street's Worst-Kept Secret Over the long haul, smaller-company stocks outperform their mid- and large-cap peers, so smart investors own them. |
Registered Rep. February 1, 2003 Stuart Chaussee |
Trading Places It's time for a growth rebound. The argument for growth rests on the reversion-to-the-mean concept. Overly simplified, the concept means that when stocks (or any asset class) outperform their historical average, that asset class enters a period of underperformance and vice versa. |
The Motley Fool September 28, 2004 |
How to Think About Diversification There's no absolute best number of stocks to own. Too few and you've taken on too much risk. Too many and you've diluted the power of your holdings more than you had to. |
The Motley Fool February 4, 2004 Dave Braze |
Creating a Comfy "Income Cushion" How much should a retiree keep in cash? |
Financial Planning April 1, 2005 Louis Cameron Day |
You've Got Concerns A new, individualized approach to portfolio management may lessen your financial advisory clients' confusion. |
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. |
The Motley Fool March 21, 2005 Beyers & Slaughter |
Stock Madness 2005: Buffalo Wild Wings vs. Royce Premier Fund Do your tastes run to sweet barbecue sauce or a small-cap blend? Find out by playing "Stock Madness 2005," a contest based loosely on the annual NCAA College Basketball Tournament, a.k.a. March Madness. |
The Motley Fool June 12, 2007 Rex Moore |
If You Do Just One Thing Today Take the first step on the road to proper asset allocation. You should determine your risk profile and see if your allocation is aligned with it. |