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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. |
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 February 4, 2004 Dave Braze |
Creating a Comfy "Income Cushion" How much should a retiree keep in cash? |
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? |
The Motley Fool July 9, 2004 |
The Stock Market Is Risky Learn to take fewer chances when you invest. |
The Motley Fool January 31, 2006 |
Where to Invest Money for College Stocks? Bonds? Well, the longer the time period until you'll need the money, the more risk you can take. Here's a typical set of guidelines that some financial planners might offer you. |
The Motley Fool October 22, 2009 Selena Maranjian |
Should You Have Been in Bonds? When stocks are hurting, bonds look really attractive. But that doesn't mean you should dump your whole stock portfolio and run to their fixed income embrace at the first sign of trouble. |
The Motley Fool May 7, 2004 |
How to Invest for College As your kids get older, you may be wondering what you should invest your savings for their college education in -- stocks, for example, or bonds? One size doesn't fit all when it comes to college savings. |
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. |
BusinessWeek August 15, 2005 |
Don't Forget Home Equity To business professor Dean Gatzlaff, your home should be part of any asset allocation plan. |
Financial Planning August 1, 2013 |
Advisor Confidence Falls Again Plunge in risk tolerance and jump in cash sends index down for second straight month. |
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. |
Financial Planning July 1, 2013 |
Advisors Show Mixed Views of Markets Readings show a modest lift in client optimism but a drop in retirement activity. |
The Motley Fool October 28, 2006 Todd Wenning |
One Major Retirement Mistake Compounding interest statistics can be misleading to investors planning for retirement. Here's how to be conservative with your growth estimates. |
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 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 July 7, 2005 Selena Maranjian |
Those Poor, Deluded Rich People ... A recent survey shows the misguided wealthy are at risk of not remaining rich, due to unrealistic performance goals, under-diversification and poor financial advising. |
The Motley Fool October 4, 2006 Selena Maranjian |
Turbocharge Your Savings Shop around and make sure your money is earning as much as it can. |
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 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. |
Registered Rep. July 1, 2004 Robin Penfold |
Challenging Assumptions It's possible that, for the first time in any living person's career, U.S. stocks will not perform as well as bonds in the next couple of decades. |
The Motley Fool March 18, 2004 Selena Maranjian |
What's a Bond? Think of bonds as IOUs, or long-term loans. |
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 October 29, 2004 |
Stocks vs. Bonds Stocks have grown faster than bonds in most time periods. |
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 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? |
The Motley Fool January 19, 2006 Rex Moore |
Optimize Your Asset Allocation The nearer you are to retirement, the more important your asset allocation. Which investments should go in your retirement account? |
The Motley Fool August 24, 2005 |
Stocks and Funds in IRAs Your IRA may be more flexible -- and valuable -- than you think. |
The Motley Fool April 22, 2005 |
All Hail the Mock Portfolio Before you lose some hard-earned money, try a mock portfolio. |
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 December 15, 2005 |
Do You Really Need an Emergency Fund? Don't rely on conventional wisdom to protect yourself. Here's how to determine how much you need to save to live on. |
The Motley Fool January 27, 2005 Dayana Yochim |
Allocation for the Rest of Us How does your portfolio compare with that of the average affluent American? |
Financial Planning February 1, 2008 Huxley & Burns |
The Match Makers Advisors can use asset dedication to match client's cash flows to their liabilities. |
Financial Advisor January 2004 Raymond Fazzi |
Stocks Not For The Long Run? Professor Zvi Bodie says stocks are often too risky even for long-term investing. Even though the risk of a stock shortfall declines as the investment horizon grows longer, the risk rises that a shortfall will be substantial. |
Entrepreneur April 2005 Dian Vujovich |
Working Assets The Calamos Growth Fund is ranked No. 1 among multi-cap growth funds. The fund manager explains how he controls risk for the portfolio. |
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. |
The Motley Fool November 13, 2006 Robert Brokamp |
The Right Stocks for Retirement For a secure retirement, it is important to invest in stocks that regularly pay dividends. Here's why. |
The Motley Fool November 25, 2008 Dan Caplinger |
Did Asset Allocation Work? Some funds claimed to protect you from the downturn. Did they deliver? |
BusinessWeek February 7, 2005 Robert Barker |
Still Sweet On Dividend Stocks Still under 3%, the yields on five-year, AAA-rated municipal bonds won't be funding many ocean cruises this winter. That's why I've been keeping my eye on an alternative: dividend-paying stocks. |
Financial Advisor June 2005 Alan Lavine |
Market-Neutral Funds For Sideways Markets Inconsistent past performance means advisors must proceed with caution. Unfortunately, the funds with the best longer-term track records are closed to new investors. Nevertheless, their performance is worth noting in case they reopen. |
The Motley Fool November 5, 2004 Selena Maranjian |
10 Big Investing Mistakes Some mistakes are not always mistakes. |
The Motley Fool June 17, 2005 Dayana Yochim |
How the Well-Heeled Invest If nothing else, act like the rich in at least one way: Take a healthy slice of today's income -- maybe even 10% -- and put it away for your future. |
The Motley Fool January 15, 2004 |
Short-Term Cash FAQs Here are the answers to your questions about short-term savings and cash investments. |
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. |
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 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. |
The Motley Fool May 10, 2005 Mike Klein |
Risky Business? Wall Street fears market gyrations, but history shows volatility breeds profits. |
The Motley Fool March 1, 2011 Dan Caplinger |
A Smarter Strategy for Retired Investors Seniors need protection more than big returns. |
On Wall Street February 1, 2013 Matthew Lemieux |
Fine-Tuning a Portfolio Gets Year off to a Good Start The beginning of a year offers an opportunity to see how investments align with life goals. |
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. |