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On Wall Street
December 1, 2008
William Harding |
Endowments Offer Investment Lessons for Retirees The number of Americans who turn 65 each week could fill a sports stadium -- and they all need income. Portfolios for people saving for retirement should be structured differently from those already there.   |
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. |
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. |
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
September 1, 2007
Jim Grote |
What Retirement Means Now To your affluent clients, retirement anxiety has as much to do with emotional issues as financial ones. The newest thinking adds human capital, everything from earning capacity to feelings of personal satisfaction, to the funding equation. |
Financial Planning
June 1, 2010
David E. Adler |
Looking for the Source What explains portfolio returns? Roger Ibbotson questions whether asset allocation is as powerful as planners think. |
Investment Advisor
April 2010
James J. Green |
Ibbotson Says Asset Allocation and Diversification Held Up While many investors and advisors believe that asset allocation and diversification failed during the markets and economic crisis of 2008-2009, Roger Ibbotson begs to differ. |
Investment Advisor
April 1, 2011
Bob Clark |
Boring No More With baby boomers moving into their distribution years, bonds -- and the folks who manage them -- are becoming a lot more interesting |
Financial Planning
February 1, 2006
Bob Hirschfeld |
The New, Improved Morningstar What will Ibbotson add to the fund-tracker's growing empire? With its stock and revenues soaring, Morningstar will probably be looking for more takeover targets. For financial planners, the new firm should provide a broader set of analytic capabilities. |
Financial Planning
September 1, 2009
Paul Menchaca |
Income from Where? Financial advisors are realizing the mean variance efficient frontier model is flawed for retirement planning. The main shortcoming is its focus on a portfolio's risk-return tradeoff in terms of returns rather than generation of sustainable income. |
Financial Planning
February 1, 2007
Craig L. Israelsen |
The Math of Recovery Resilience after a loss may be the most important asset a retirement portfolio can offer. |
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. |
The Motley Fool
November 19, 2007
Adam J. Wiederman |
Is Your Portfolio Safe? A safe portfolio is a diversified portfolio, with savings spread across a variety of opportunities. |
Financial Planning
July 1, 2008
Elizabeth O'Brien |
Foundation for Retirement Foundations and endowments can teach advisors strategies for constructing and maintaining retirement income portfolios. Here's a look at how. |
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 Advisor
January 2006 |
Frontline News Independent Threat To Wirehouses Mushrooms... Seven Million Americans Working After Retirement... Retirement Income Association Is Formed... Most Americans Don't Know Investment Basics, Study Finds... etc. |
Financial Planning
December 1, 2008
Suzanne McGee |
The Perfect Alternative Is there an asset class for your clients portfolios whose price moves in the opposite direction to that of mainstream investments like stocks and bonds? |
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. |
Financial Planning
June 1, 2009
Dave Lindorff |
Annuity Ladders People facing retirement want guaranteed income, and they also want liquidity, so purchasing annuities over a period of time, even into retirement, makes sense. |
Investment Advisor
March 2008
Melanie Waddell |
Sweetening the Pot A new report has found that adding a variable annuity with a lifetime guaranteed minimum withdrawal benefit rider to a traditional stock and bond retirement portfolio can increase income while decreasing income risk. |
The Motley Fool
August 24, 2006
Dan Caplinger |
Relieve Your Tax Burden: Part 1 One of the first things that any beginning investor learns about is the strategy of asset allocation. Here's a guide to the quirks of more aggressive investment accounts. |
The Motley Fool
July 28, 2007
Elizabeth Brokamp |
The Magic Number for Your Retirement The truth about how much you need to save for retirement. |
Financial Advisor
May 2009
David J. Drucker |
Does Asset Allocation Need A Facelift? Has the 2008 stock market changed the rules of asset allocation and how we manage asset volatility? |
Financial Planning
September 1, 2010
Peng Chen |
The Inflation Scenario Both traditional stocks and bonds are quite likely to suffer in high inflationary environments, while inflation-indexed bond returns tend to be quite stable across different inflation environments. |
Real Estate Portfolio
Jan/Feb 2008
Allen Kenney |
The Time of Your Life Life cycle funds gain popularity by enabling investors to choose tailored investment plans. REIT Usage in Life Cycle Fund Products: AllianceBernstein Retirement Strategies -- 10%... JPMorgan Smart Retirement Funds -- 4% to 6%... etc. |
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
December 1, 2006
Len Reinhart |
Retirement Hedges To meet your clients' needs, your process will have to include planning for each stage of their retirement years. If used correctly, alternative investments can reduce risk in lifetime investment plans. |
Financial Planning
July 1, 2006
Israelsen & Walker |
Right on Target? Life-cycle funds are relatively new. Here are the pros and cons of investing in target-date funds. |
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
December 1, 2010
Joseph A. Tomlinson |
No Sucker's Bet? If there were a prize for the most disparaged asset class, it would likely go to bonds. And the most disparaged bonds would almost certainly be Treasuries. |
Financial Planning
November 1, 2008
Gregory P. Brown |
Target-Date Technique The simplicity of many existing target-date funds conceals a number of obstacles that can impede investors' efforts to adequately fund their retirement income needs. |
Financial Planning
February 1, 2007
Elizabeth O'Brien |
White Paper Asset Allocation Across the Generations: Despite the fact that their current portfolio allocations are similar, gen Xers and baby boomers reported a difference in how they expect their asset allocations to look once they enter retirement. |
Investment Advisor
October 2007
Lauren Barack |
The Longevity Race People are living longer. Software makers are helping advisors figure out how to make clients' portfolios last longer, too. |
Investment Advisor
August 2008
Melanie Waddell |
Time for an Alternative The volatile market is sparking more use of alternative assets |
Financial Planning
March 1, 2006
Marshall Eckblad |
White Paper: Hedging Human Capital A new study concludes human capital and life insurance are two correlated pieces of any good portfolio. |
Financial Advisor
November 2007
William Glasgall |
Income For Life? Well, We Hope So. A look at new products that are supposed to create "personal pensions" for your clients: Dividends Galore With ETFs... Mutual Funds Aim For Payouts... Advisors Warm To Immediate Annuities... etc. |
Financial Planning
February 1, 2013
Craig L. Israelsen |
Investment Portfolio Survival Test If you have clients who have already retired, make sure their portfolios can absorb the most violent shocks. |
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. |
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 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. |
BusinessWeek
July 2, 2009
Amy Feldman |
Reinventing the Target-Date Retirement Fund Target-date retirement funds, the default in many 401(k) plans, left many hurting in the downturn. Can they be made smarter? |
Financial Advisor
November 2006
Mary Rowland |
The Future Is Immediate Annuities Forget plastics and hedge funds. Clients sleep better with a steady income. Financial advisors know about immediate annuities. But do you use them? |
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. |
Financial Advisor
May 2011
Joel P. Bruckenstein |
Income Discovery Fiducioso Advisors helps build better retirement income plans. |
The Motley Fool
December 22, 2006
Dan Caplinger |
Do Pensions Beat 401(k)s? A recent study shows that investors aren't doing as well on their own and underscores the need for employees to understand and take full advantage of their retirement plan options. |
Financial Advisor
March 2011
Somnath Basu |
Back To Basics Advisors don't need to rely on complicated models to help clients avert losses. |
Financial Planning
February 1, 2005
Len Reinhart |
Multiple Choice No single product will meet all the needs of aging boomers. Advisers must develop strategies combining multiple products into retirement portfolios. |
On Wall Street
September 1, 2009
James MacPherson |
Investing for the Future If classic asset allocation did not prevent most portfolios from losing value, what might investors and advisors do to protect their portfolios, now and in the future? |
Registered Rep.
April 19, 2011
Alan Lavine |
Life Insurance As an Asset Class When you design a portfolio by market capitalization and investment style, do you consider the cash value and death benefits of your client's life insurance policy in the mix? |
The Motley Fool
October 11, 2006
Dan Caplinger |
Fixed Income Isn't Risk-Free Bonds can be good for your portfolio, but they come with their own risks. |
