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Financial Advisor February 2008 Roy Diliberto	Measuring True Risk When financial advisors ask clients how much "risk" they are comfortable taking when investing their money, what is it that they really need to know?
Financial Advisor February 2010 Roy Diliberto	Basic Truths These truths for financial life planners form the foundation of their integrity.
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.
Financial Planning August 1, 2005 John Nersesian	The Full Monte By presenting clients with a range of potential results before they experience them and showing them the impact of their investment choices, planners can manage clients' expectations much better than with standard linear forecasting.
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 October 2012 Roy Diliberto	Cash Flow In Retirement Clients take a different view than advisors.
Financial Advisor October 2008 Roy Diliberto	The Dynamic Process Of Monitoring Goals It is our job -- no it is our obligation -- as planners to help our clients achieve their goals and dreams. That may involve changing our portfolios and the way we report results.
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.
Investment Advisor March 2006 Kathleen M. McBride	Allocation Without Borders Vice chairman and CIO of Alliance Bernstein Investment Research & Management Ranji Nagaswami argues that being free to select equities worldwide yields better performance with lower risk.
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.
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.
Investment Advisor January 2006 Kathleen M. McBride	Many Happy Returns Stratton Growth Fund has displayed a disciplined approach to all-cap value investing that has outperformed for decades.
Financial Advisor June 2004 Joel P. Bruckenstein	Converting Prospects Into Clients A new online tool promises to help you do just that, but can it deliver? The platform marries a sales/client education process with a portfolio construction/portfolio management process.
Financial Advisor August 2005 David J. Drucker	The Case Against Benchmarking Do benchmarks in portfolio reports convey the wrong message?
The Motley Fool February 4, 2004 Dave Braze	Creating a Comfy "Income Cushion" How much should a retiree keep in cash?
Real Estate Portfolio Nov/Dec 2004 Christopher M. Wright	Q&A with Roger Gibson Roger Gibson is a nationally recognized expert in asset allocation and portfolio design. In a recent interview he discusses among other things, diversification and where REITs fit into his clients' portfolios.
Financial Advisor December 2008 Roy Diliberto	Experiencing A Financial Emergency? Dial 911. Financial planners have a responsibility to give advice to each individual client based on that person's unique situation.
AskMen.com February 18, 2002 Rashmikant Patel	What Kind Of Investor Are You? It is easy to say that you want to make money in the stock market, but the true question is how much you are willing to risk in order to achieve your investment goal...
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.
The Motley Fool March 24, 2006 Nathan Parmelee	Your Returns Are Less Than Average Volatility is your friend when you're looking to purchase shares, but it kills returns in your portfolio. And while we can't eliminate volatility altogether, it can be reduced by focusing on companies that pay dividends -- or at least generate lots of cash.
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.
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 Advisor August 2004 Jeff Schlegel	Time To Reappraise Market Timing? Studies have found that individual investors have done very badly at moving in and out of the market, but some disciplined pros have a better record.
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 February 1, 2008 Huxley & Burns	The Match Makers Advisors can use asset dedication to match client's cash flows to their liabilities.
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.
Investment Advisor August 2009 Melanie Waddell	More Annuities Used in Income Portfolios Advisors are increasingly turning to annuities to help cover their clients' basic needs in retirement.
Financial Planning February 1, 2006 Joan Warner	The Case For Portable ALPHA As international markets become more correlated, the need for financial advisers and money managers to access greater diversification -- while hedging risk -- could make this strategy investing's next hot model.
Financial Planning January 1, 2012 Bob Veres	True Cost of Tactical Management Investment companies are going to be facing very different selection criteria than in the past.
Financial Planning June 1, 2005 Russell Wild	Style War Some financial advisers argue that there's more than one way to slice a portfolio.
Financial Advisor April 2004 Raymond Fazzi	Conservatism Rules In Retirement Planning After a traumatic four years marked by a recession, a war on terrorism and a market decline, many advisors are rethinking their retirement planning strategies.
AskMen.com April 14, 2002 Rashmikant Patel	Starting A Portfolio Investors can easily understand and build a portfolio that conforms to their needs...
Financial Advisor November 2003 Leola Ross	Why High Hedge Fund Fees Are Justified The relatively high fees charged for hedge funds may cause some of your clients to have second thoughts about investing in them. Here's why it can be worth paying the price for truly active management.
Financial Advisor December 2003 Raymond Fazzi	Planners Urged To Raise The Bar The Financial Planning Association's conference focuses on responsibility, education and teamwork.
Financial Advisor October 2005 Matthew Hougan	Shorting ETFs Gets Sold Short Although many advisors are reluctant to short exchange-traded funds (ETFs), it's important to remember that ETFs are less risky on the short side than individual stocks, as they are not susceptible to short squeezes.
The Motley Fool December 29, 2005 Tim Hanson	Design the Perfect Portfolio You can have it all and never leave your circle of competence. The magic of mutual funds is that they allow you to perfect your portfolio while concentrating on the industries you know.
Financial Advisor March 2006 J. Michael Martin	Passive Is Not Enough Active portfolio management provides a great opportunity to grow your financial advisory practice.
The Motley Fool May 10, 2005 Mike Klein	Risky Business? Wall Street fears market gyrations, but history shows volatility breeds profits.
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.
Financial Planning May 1, 2006	From Accumulation to Distribution How do you make a retirement portfolio produce consistent cash flow? Very, very carefully -- and with an eye toward preventing market drops from draining assets. Harold Evensky explains his preferred method in this chapter from his new book, co-edited with Deena Katz.
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 July 1, 2005 Suzanne McGee	The Principled Portfolio Socially responsible investing (SRI) may feel satisfying to clients, but is it prudent investing? For the professional concerned with fiduciary responsibility, that's an important question.
Financial Advisor April 2007 Matthew M. Brandeburg	Alpha: Charge Clients Based On The Value You Add As financial advisors, we need to quantify what our investment planning acumen is achieving for our clients.
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.
The Motley Fool April 12, 2004 Mathew Emmert	Beat the Market With Less Risk You can achieve maximum returns without taking on the maximum risk. Learn how to make money in the stock market and sleep well at night, too.
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.
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.
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.
The Motley Fool April 4, 2006 Shannon Zimmerman	Hot Retirement Tips Here are three things savvy retirement savers need to know: 1. Get going now... 2. The perfect portfolio is a work in progress... 3. You are the best person to control your financial future...
The Motley Fool December 19, 2005 Mathew Emmert	The Lifetime Investment Strategy Let the power of dividends build you a portfolio that will stand the tests of time.