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Financial Planning
April 1, 2007
Craig L. Israelsen |
Send in the Clones? Target-date funds are proliferating, and they're astonishingly similar. Sadly, they're not astonishingly excellent.   |
Financial Planning
September 1, 2007
Israelsen & Nagengast |
Missing The Target? The asset allocation timeline for target-date funds may be too aggressive for many investors. |
Financial Planning
November 1, 2008
Craig L. Israelsen |
2010, A Fund Odyssey The first target-date funds were introduced in 1994. Back then, a target date of 2010 -- the first major target date -- seemed extremely far away. But here we are, just 14 months from 2010. |
The Motley Fool
September 19, 2006
Zoe Van Schyndel |
Retirement Planning the Easy Way? As you plan for retirement, a target fund might be worth considering. Make sure that the fund you select matches your risk tolerance and your personal retirement goals. |
The Motley Fool
November 25, 2008
Dan Caplinger |
Did Asset Allocation Work? Some funds claimed to protect you from the downturn. Did they deliver? |
The Motley Fool
October 20, 2010
Selena Maranjian |
Get a Bigger Bang from These Investments Target-date funds may soon be easier to evaluate. |
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 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. |
Financial Planning
February 1, 2008
Craig L. Israelsen |
Winners by Default Target-date and balanced funds have become the main default options in corporate retirement plans. But which one is better? |
The Motley Fool
June 18, 2010
Dan Caplinger |
Shoot for the Right Target Target-date funds still make sense for retirement, if you know what you're doing. |
Registered Rep.
October 1, 2006
Kevin Burke |
Spinning Their Wheels If you're thinking of steering your clients into life-cycle funds, be sure to kick the tires first. With more and more asset managers rolling out life-cycle funds, it's easy to get caught up in some excitement. But, buyer beware: They can be expensive and have middling performance. |
Registered Rep.
August 1, 2004
Stan Luxenberg |
Nest Eggs in Multiple Baskets Increasingly, employers have begun offering life cycle funds, which include broad mixes of stocks and bonds. By picking one life cycle choice, an investor can hold a nicely diversified 401(k) portfolio. |
The Motley Fool
December 18, 2009
Selena Maranjian |
Keep These Funds on Target Be smart about how you use target-date funds. |
Financial Advisor
May 2005
Jeff Schlegel |
"Assets-In-A-Box" Investing Considering the appeal of prepackaged asset allocation, it's little wonder that lifecycle funds are one of the hottest areas in the mutual fund industry. |
Financial Advisor
October 2007
Marla Brill |
Do Your Clients' Target Funds Measure Up? How do market watchers come up with apples-to-apples comparisons of target-date funds? The absence of a standardized benchmark has left financial advisors to wade through the burgeoning number of fund choices with only vague and often conflicting guidelines for evaluation. |
Financial Advisor
July 2008
Alan Lavine |
On Target, Or Not Think you can plunk down money on any target date fund as a low-risk way to accumulate retirement savings? Think again. |
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. |
The Motley Fool
February 21, 2007
Selena Maranjian |
A Mutual Fund Just for You There's a relatively new development in the financial world that can make your retirement savings a lot simpler: Meet your new friend, the target-date mutual fund. |
Financial Advisor
August 2009
Craig L. Israelsen |
A Better Balanced 'Core' Balanced funds are based on outdated models and need to be better diversified. |
BusinessWeek
July 3, 2008
Lauren Young |
Target-Date Funds Hit Their Stride They're finally investing in the wider array of products that have helped put big pension funds ahead of the pack. |
The Motley Fool
May 19, 2009
Dan Caplinger |
Only You Can Make This Crucial Choice As tempting as it may be, don't just pass off responsibility for your investments to someone else. Sometimes you'll get just the results you want, but more often, what you buy won't live up to your expectations. |
The Motley Fool
December 19, 2008
Dan Caplinger |
Don't Repeat This 2008 Mistake Target funds got billed as the perfect way to save for retirement or other long-term goals. Yet judging from their performance this year, investors who relied on target funds to get their allocations right got a nasty surprise. |
Registered Rep.
May 17, 2013
Stan Luxenberg |
The New Buyers of ETFs Many actively managed mutual funds are now in the market for ETFs for their low costs of ownership and ease of trading. But should shareholders be annoyed? |
The Motley Fool
August 22, 2007
Amanda B. Kish |
Funds That Hit the Target More and more firms and retirement plans are beginning to offer target-date funds, asset-allocation funds that are designated by the year in which an investor plans to retire. Are they right for you? |
Financial Planning
September 1, 2011
Craig L. Israelsen |
Target Funds: To or Through? How do you decide when it's the right time to say goodbye to a client's target-date funds - when they reach the specified year or all the way through the retirement years? |
Financial Planning
November 1, 2007
Craig L. Israelsen |
Proposition Three The number of target-date funds continues to grow, but there remains only one set of benchmarks. Here are three proposed indexes to fill the void. |
The Motley Fool
March 2, 2010
Selena Maranjian |
Up 150% in a Lost Decade All is not lost -- as long as you keep investing. Our friends at Fidelity Investments recently announced that between 1999 and 2009, employees who regularly contributed to their 401(k) accounts realized a gain of almost 150%. |
Financial Planning
September 1, 2008
Craig L. Israelsen |
A Perfect Portfolio Investment portfolios should include a wide variety of diverse assets. Each one adds an important dimension to the portfolio because it behaves differently. |
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
February 16, 2011
Amanda B. Kish |
A Helping Hand With Your Investments Options for folks who want a little bit of help in crafting their asset allocation. |
Financial Planning
February 1, 2012
Joseph Lisanti |
A Moving Target? If most potential clients walking through your door nowadays don't hold target-date funds in their 401(k) plans, that's likely to change in the next few years. |
On Wall Street
September 1, 2013
Tom Roseen |
The Rise of Asset Allocation Funds The modern version of balanced funds, these portfolios continue to make inroads with investors. |
The Motley Fool
July 13, 2009
Selena Maranjian |
A Perfect Solution, or a Flawed One? Not all target funds are created alike. But by keeping a focus on target funds and how they fit into your overall portfolio, you'll make sure you don't get any nasty surprises down the road. |
Financial Advisor
January 2007
Marla Brill |
Simple Solutions? Life cycle funds are expanding beyond the 401(k) market to financial advisors. Advisors considering using target date funds, whether on a limited or for a broad swath of clients, need to consider a number of features. |
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. |
Financial Advisor
September 2009
Raymond Fazzi |
A Small Risk Conventional wisdom says small caps are riskier than their large-cap counterparts, but they remain a basic building block in retirement portfolios. |
CFO
May 1, 2009
Lynn Brenner |
Are Target Funds on Target? The "simple" investment option may be more complicated than you think. |
Financial Planning
August 1, 2009
Craig L. Israelsen |
Bad Match The poor performance of target-date funds, particularly 2010 funds, as qualified default investment alternatives has not gone unnoticed in Washington. |
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? |
The Motley Fool
November 7, 2006
Mary Dalrymple |
401(k) Confusion A recent report examining the behavior of 2.8 million 401(k) plan participants suggests that there's some confusion out there. Here's some advice. |
The Motley Fool
February 6, 2009
Dan Caplinger |
The Investing Secret You Need to Know A winning mutual fund strategy boils down to asset allocation. |
Financial Advisor
January 2009
Marla Brill |
Failure To Launch Advisors have little or no leeway to adjust positions in needs-based or all-in-one investment vehicles, such as 529 plans and target funds, and make changes when the market is melting down. |
Real Estate Portfolio
Nov/Dec 2008
Allen Kenney |
On the Road to Retirement Target date funds are taking a closer look at where retirees will end up, and changes are coming that could pay dividends for REITs. |
The Motley Fool
August 27, 2007
Amanda B. Kish |
Lifecycle Investing's Next Step Target-date funds make an old idea new again. The next generation of lifecycle funds are seeking to add value by making continuous shifts among stocks, bonds, and cash, instead of just reducing equity exposure over time. |
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 |
Financial Advisor
February 2008
Craig L. Israelsen |
A Better Mousetrap Target date funds are here to stay. As a result of the Pension Protection Act of 2006, target date funds will likely become the auto-enrollment default option in tax-deferred retirement plans. |
Entrepreneur
June 2007
Scott Bernard Nelson |
Too Revealing? The scoop on funds of funds. |
The Motley Fool
June 26, 2009
Dan Caplinger |
Will the Government Cripple Target Funds? In response to pressure, some funds are reducing stock exposure. |
The Motley Fool
July 20, 2006
Shannon Zimmerman |
Smart Ways to Get Started, Part 3 In this final installment, we look to foreign shores and ask: How much of a new investor's portfolio should be allocated to international stocks? |
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. |
