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Financial Planning
September 1, 2009
Suzanne McGee
The Athletic Portfolio In this environment, a good portfolio is one that rides out storms and takes advantage of opportunities -- one that demonstrates strength, flexibility and endurance. What should financial advisors do to deliver peak performance for clients? mark for My Articles similar articles
Financial Advisor
December 2008
Eric Uhlfelder
Where Are We Headed? This year will be remembered as one of the worst investors have ever known. Extreme caution is required before moving back into the markets in 2009. mark for My Articles similar articles
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? mark for My Articles similar articles
Investment Advisor
January 1, 2011
Ben Warwick
Investment Advisor's January 2011 Issue: Ben Warwick Won't Compromise on Getting Returns. Period Clients must take risks to make returns. Here's the right way to do it in 2011. mark for My Articles similar articles
Financial Advisor
June 2008
Eric Uhlfelder
Searching For Yield Venture just slightly beyond familiar places advisors look for income and advisors can find opportunities in which to find yield. mark for My Articles similar articles
Financial Advisor
December 2007
Eric Rasmussen
After the Storm The fixed-income market's fortunes this year have played out against the drama of the subprime mortgage meltdown, when investment banks and investors realized that a lot of bad debt was sloshing through the market. mark for My Articles similar articles
On Wall Street
June 1, 2010
Neil O'Hara
The Fixed Income Fix How can advisors help clients minimize losses in fixed income portfolios when rates increase? The best answer may surprise you. mark for My Articles similar articles
Financial Planning
February 1, 2010
Suzanne McGee
Thinking Outside the Dollar Longtime international investors are bulking up their non-U.S. allocations, and more conservative players are taking notice. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
February 2, 2009
Alan Lavine
Outlook 2009 Mutual fund managers are guardedly optimistic on equities, but find bonds even more appealing. mark for My Articles similar articles
On Wall Street
November 1, 2008
J Gibson Watson
Opportunities Stirring in the Municipal Market For now, munis are trading at tight premiums to Treasuries -- but don't assume that means they are risk-free mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Planning
October 1, 2011
Donald Jay Korn
Buoyant Bonds The world seems to be awash in debt, especially government debt. Considering that government issues are crucial to the world's bond markets, fixed-income investments have held up surprisingly well. mark for My Articles similar articles
Financial Planning
May 1, 2007
David Adler
High Net Worth: Fixing Fixed Income Financial advisors and their clients may be neglecting the fixed-income portion of their portfolios and making suboptimal choices -- even when the overall bond allocation is appropriate. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
January 2005
Marla Brill
Investment Moves For 2005 Advisors proceed cautiously as interest rates rise and the dollar falls. mark for My Articles similar articles
Financial Advisor
May 2008
Evan Simonoff
After The Storm As the mushrooming subprime loan crisis enters its tenth month, a growing list of questions begs answers. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Planning
July 1, 2005
Susan Weiner
Foreign Indebtedness The falling dollar has sparked an interest in international bonds, but advisers remain cautious. mark for My Articles similar articles
Financial Advisor
May 2012
Marla Brill
High Yield, Global Style The recent surge in popularity of high-yield bonds has left Andrew Feltus both encouraged and concerned. mark for My Articles similar articles
Financial Advisor
December 2010
Eric Uhlfelder
Going Global Investors have entered some less explored foreign corners of the debt market in their search for yield. So far, it has been paying off, but caution is needed. mark for My Articles similar articles
Financial Advisor
October 2007
Jeff Schlegel
A Real (Estate) Mess In the wake of the subprime debacle, investors rethink the ways they are investing in real estate. mark for My Articles similar articles
Financial Advisor
August 2006
Alan Lavine
Emerging Bond Market Stalls Investor concern about the U.S. economy casts a long shadow. mark for My Articles similar articles
Financial Planning
March 1, 2008
Jason Brady
A Race for Income Most investors who are searching for income from their investments look at one factor: yield. Is this the right approach? mark for My Articles similar articles
Financial Advisor
January 2011
Alan Lavine
Will Munis Deflate Again? The muni market has been volatile, with governments facing steep revenue declines and fears of higher interest rates. mark for My Articles similar articles
On Wall Street
December 1, 2009
The Top 40 Advisors Under 40 A year out from the market meltdown, this year's top 40 advisors under 40 feel they gained wisdom in the process and their outlooks are brightening. mark for My Articles similar articles
On Wall Street
November 1, 2010
Tim Knepp
The High Yield Influence The meteoric rise of asset prices seen in 2009 was particularly evident across high yield bonds, and 2010 has witnessed another strong year for this asset class. mark for My Articles similar articles
Financial Advisor
January 2008
Marla Brill
Playing Both Sides Convertible bonds offer a shot at a decent chunk of the stock market's upside while muting some of its downside risk. mark for My Articles similar articles
Financial Advisor
December 2009
Eric Uhlfelder
Receding From A Perfect Storm Uncertainty has clouded convictions about some tax-and revenue-based municipal bonds. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
On Wall Street
January 1, 2013
Elizabeth Wine
A Promising Year: 2013 Should Bring Better Conditions The U.S. economy has turned the corner and experts see a better year for Wall Street and discuss their continuing love affair with high quality, dividend-paying stocks. mark for My Articles similar articles
On Wall Street
March 1, 2011
Jerry Webman
The End Of The Bond Empire? Now, investors reasonably ask whether fixed income investments actually have a future. My answer is that they do. mark for My Articles similar articles
Financial Advisor
May 2008
Marla Brill
Munis' Turn To Shine One of the country's most influential fixed-income managers is enthusiastic about a municipal bond market that she says is more exciting than any she has seen in her 23-year career. mark for My Articles similar articles
Financial Planning
January 1, 2006
Donald Jay Korn
Outlook 2006 An informal survey of investment strategists found an upbeat economic outlook for 2006: Panic and Euphoria... Has Technology's Time Come?... Bond Parsing... Overseas Picture... Fiscal Forecast... mark for My Articles similar articles
Registered Rep.
May 1, 2004
Stan Luxenberg
Over There Foreign bond funds will help grab yield, diversify client portfolios and, in some cases, hedge against a falling dollar. mark for My Articles similar articles
Financial Advisor
May 2006
Marla Brill
The Inverted Yield Curve Ride Despite assurances that a recession appears unlikely, many investors are taking a cautious stance on the bond market, while giving more play to cash and shorter-term securities. mark for My Articles similar articles
Financial Advisor
July 2006
Milton Ezrati
Fixed-Income Conundrum After years in which investors were able to get adequate and attractive real returns with effectively no credit risk, the fixed-income market now offers little yield or potential return. mark for My Articles similar articles
Financial Planning
July 1, 2008
Donald Jay Korn
Better Yields Yield can be found in a variety of places, from the most common to the highly esoteric. Here's a look at some of them. mark for My Articles similar articles
Financial Planning
September 1, 2005
Susan Weiner
Proceed with Caution High-yield bond funds have hit some potholes recently, but don't consign them to the junk heap just yet. mark for My Articles similar articles
Financial Advisor
October 2006
Eric Rasmussen
Golden Eggs In A Market Acting Cracked A basketful of economic uncertainty leaves financial planners scrambling. mark for My Articles similar articles
Financial Planning
August 1, 2009
Donald Jay Korn
The New Stocks Where can financial planners seek those historic equity market returns without the painful setbacks? One place to start is in the bond market. mark for My Articles similar articles
Financial Planning
October 1, 2006
Donald Jay Korn
It's a Good Year for Cash With interest rates up and other assets flat or sinking, cash is a winning bet as well as a safe one. mark for My Articles similar articles
Financial Advisor
October 2007
Marla Brill
New Name, Same Game Still in his early thirties, David Giroux has taken the reins of one of T. Rowe Price's most high-profile and successful funds. mark for My Articles similar articles
Financial Planning
May 1, 2005
Donald Jay Korn
Foreign Intrigue Financial planners need a passport to follow the money that's flooding into overseas mutual funds, but the wave may be about to break. mark for My Articles similar articles
Financial Planning
May 1, 2007
Suzanne McGee
Global Investing: New Bright Ideas For the past few years, international investments seemed to go one way: Up. Now, financial advisors find, the picture is getting more complicated. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
February 15, 2011
Dan Caplinger
Save Yourself From the Bond Bear The possibility of losses in bonds has some people running scared, but you should stay smart. mark for My Articles similar articles
On Wall Street
April 1, 2012
Elizabeth Wine
SMAs Tough It Out Those managers who rose to the top of the heap in the separately managed accounts industry carefully researched and weighed their options before making their moves. And it wasn't easy. mark for My Articles similar articles
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. mark for My Articles similar articles