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Financial Advisor January 2011 Jeff Schlegel |
Paying Dividends The malaise in fixed-income yields is proving to be the perfect excuse for income investors to look at dividend strategies. |
Real Estate Portfolio Jul/Aug 2007 Lynn Novelli |
Beyond Yield The REIT investment proposition has gained awareness and acceptance in recent years, partly due to U.S. REITs' seven consecutive years of outperforming the broader market benchmarks. |
Financial Planning March 1, 2010 Donald Jay Korn |
Digging for Dividends According to Morningstar, there are 56 mutual funds with the word "dividend" in their name, plus another 33 dividend ETFs. |
Financial Advisor October 2007 Eric Rasmussen |
Seeking Yield Investors want dividends, but U.S. companies are holding too much cash. |
Financial Advisor October 2009 Michelle Knight |
Cashing In On Cash Flow Retirement-age investors need not resign themselves to a portfolio of Treasury bonds with pitifully low yields. |
Financial Advisor July 2004 Evan Simonoff |
Revising The Rules Of Investing The resurgence of dividends according to Peter Bernstein. |
Investment Advisor August 2007 Ken Ziesenheim |
The Income Barista Here is how investment advisors can build diversified dividend portfolios for their clients' retirements. |
On Wall Street September 1, 2012 Don Schreiber |
Making a Case for Dividend-Paying Stocks in Retirement Portfolios One expert argues that dividend-paying stocks, not growth stocks, should be the building blocks of retirement portfolios |
Financial Planning June 1, 2006 Donald Jay Korn |
Pay Pals Dividend-paying stocks are likely to post solid returns, but planners may have to choose between leaders and leapers. |
Financial Planning August 1, 2012 Joseph Lisanti |
Girding for Inflation Whether you think inflation is here now or is headed our way, planners should prepare for it. |
Financial Planning October 1, 2010 Geoff Considine |
Yield vs. Risk New rules for income investing not only help investors to avoid these extremes, but also show the way to create income portfolios that provide the most yield available for a given level of risk. |
Financial Advisor February 2009 Jeff Schlegel |
Gushing Yields Where are income investors to go for fat yields now? Perhaps it's in that tempestuous oil and gas patch. Specifically, it may be found in high-yielding royalty trusts and master limited partnerships. |
Financial Advisor March 2004 Marla Brill |
Filling The Tax-Favored Dividend Void Investors seem to covet higher dividends and lower taxes. Forty-three percent of respondents to a recent survey of 600 individuals conducted by American Century Investments said they are more likely to buy stocks that pay dividends qualifying for the new tax rate. |
Financial Advisor April 2009 Marla Brill |
Tapping ETFs Dividend-rich ETFs may boost returns when the market is treading water. |
Financial Planning April 1, 2011 Roddy Marino |
Paying Dividends Today's income landscape is a perfect storm for investors, but a great opportunity for advisors to reaffirm fundamental investment principles while implementing strategies to mitigate the concerns that may be holding clients back. |
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 Advisor October 2011 Evan Simonoff |
Taking De-Risking Too Far? A 10% allocation to equities only makes sense for a retiree with a short time horizon. |
Real Estate Portfolio May/Jun 2005 Steve Bergsman |
Dividend Kings When it comes to dividends there is only one equity category that is king: REITs. |
Financial Advisor October 2004 Tracey Longo |
Investing For Retirement Investing for retirement is feeling pretty dicey. That has investors looking for all the advice they can find. Here's what financial advisors are saying. |
Financial Advisor June 2006 Matt Hougan |
Death And Taxes? Capital gains distributions. Dividend taxes. 1099s. The very words send a shiver down the spine of prudent investors. What's an advisor to do? Well for starters, you should take a close look at exchange-traded funds (ETFs). |
Financial Planning October 1, 2005 Donald Jay Korn |
The Quest for Yield With a flat yield curve and low interest rates, some financial planners are discovering income in an alternative universe. |
Financial Planning January 1, 2011 Daniel Jay Korn |
Outlook 2011: A Modest Proposal Hopefully this year's results will skew more toward boom than gloom. Even so, planners might want to add a few safe havens to clients' portfolios in case the three-peat turns out to be yet another 21st-century bear market. |
Financial Advisor November 2012 Marla Brill |
Beyond Bonds As interest rates remain at rock-bottom levels, investors seeking higher yields are piling into bond funds. Mark Freeman has produced an attractive total return with low volatility without depending solely on fixed income securities. |
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. |
Financial Planning January 1, 2010 Donald Jay Korn |
Outlook 2010: Positivity "We think the economic outlook will be better than the consensus forecast," says Paul Zemsky, New York-based head of asset allocation and multi-manager investments for ING Investment Management. |
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. |
Financial Planning August 1, 2013 Joseph Lisanti |
Sweet Spot in Dividend Growth Advisors can use a focus on payout increases to create handsome total returns for their clients. |
Financial Advisor February 2007 Eric Rasmussen |
Location, Location, Location With REITs hotter than ever, financial advisors are looking overseas for newer, riper real estate securities. |
Real Estate Portfolio May/Jun 2006 Darlene Bremer |
REIT Dividends Still Blooming For investors looking to grow their portfolio's income, REITs continue to be a logical choice. |
Financial Advisor January 2012 Jeff Schlegel |
Pursuing Payouts Income-starved investors turn to dividend-paying strategies. |
Financial Advisor January 2005 Marla Brill |
Investment Moves For 2005 Advisors proceed cautiously as interest rates rise and the dollar falls. |
The Motley Fool June 5, 2008 John Reeves |
Honey, I've Shrunk the Portfolio Read on for some sensible advice for getting your portfolio back on track. |
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 September 1, 2007 Donald Jay Korn |
Different Strokes This summer's volatile markets proved that allocating funds among uncorrelated assets really does work. |
The Motley Fool September 7, 2010 Jordan DiPietro |
Investors Are on the Verge of Disaster In the frenetic craze to find security for their portfolios, investors are jumping on the bond bandwagon, despite terrible returns. |
Financial Planning January 1, 2005 Donald Jay Korn |
Fancy Footwork Just as the economy is expected to muddle through this year, consensus forecasts indicate parallel plodding in the financial markets, with unspectacular returns for stocks and bonds. Financial planners seeking to thrive in 2005 may need to develop new tactics. |
Financial Planning November 1, 2006 Donald Jay Korn |
Hard Choices Exchange-traded funds and notes provide more options for financial planners who want exposure to commodities. |
The Motley Fool December 8, 2006 Zoe Van Schyndel |
Delving Into Dividend ETFs Dividend ETFs have the same advantages over traditional mutual funds as regular ETFs, including low fees and the ability to buy and sell during the day. |
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? |
Registered Rep. August 1, 2006 Stan Luxenberg |
From Complexity to Simplicity And Back Using plain-vanilla mutual funds, retail advisors can build low-correlating portfolios, like absolute-return portfolios. In fact, the sophisticated financial advisor is performing like a mini-institutional consultant of yore. |
BusinessWeek October 14, 2010 Lynn Thomasson et al. |
Yield-Seeking Investors Turn to Phone Stocks Earnings growth prospects in the sector are weak, but the payouts are high. |
Financial Planning February 1, 2005 Donald Jay Korn |
New Directions Exchange-traded funds offer strategic advantages to financial planners who believe in active management, as well as those who favor indexing. |
The Motley Fool October 22, 2010 Morgan Housel |
Bill Miller: These Stocks Could Go 50% Higher Dividend yield could surge without the economy changing a lick if companies just brought payout ratios back to historic averages. |
Financial Advisor September 2011 Eric Rasmussen |
Resilient REITs The U.S. REIT market has enjoyed two years of outstanding growth. Can it continue amid fresh uncertainty? |
Real Estate Portfolio Nov/Dec 2004 Christopher M. Wright |
The Investment Landscape Martin Cohen of Cohen & Steers and Jim Keagy of Barclays Global Investors comment on the strong run the REIT equity market has been on and where REITs as an investment alternative are heading. |
Financial Planning March 1, 2007 Donald Jay Korn |
ETF Mania! As the number of exchange-traded funds explodes, planners are deploying them to bring sophisticated institutional strategies to affluent clients. |
Financial Advisor December 2008 Bruce W. Fraser |
Digging For Dividends Worldwide Steady cash flow and payout increases are possible even in a tough market with foreign dividend-paying funds. |
Financial Planning February 1, 2010 Paul Menchaca |
Growth Spurts It's still tricky to invest for retirement, but planners are starting to seek out long-term growth. Next trick: convincing skittish clients. |
Financial Advisor October 2010 Marla Brill |
Comeback Kids REIT ETFs have staged a strong rebound after a nearly two-year drubbing of real estate stocks that drove prices down by as much as 60%. |
Real Estate Portfolio Nov/Dec 2006 Mike Fickes |
Through the Looking Glass Investment professionals from outside the world of REITs provide their view on real estate. |