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Registered Rep. December 23, 2011 Diana Britton	Not Going Tactical Could Pose Real Business Risks, Advisors Fear Following the twin market implosions of the past decade -- first tech, then real estate -- many retail financial advisors are looking for more tactical, meaning active, asset allocation solutions for client portfolios.
Financial Planning April 1, 2006 Stephen Savage	Satellite of Beta When constructing a core-satellite portfolio, where do your indexes really belong? Here's an approach that is closer to the inverse of the traditional core-and-satellite approach.
On Wall Street May 1, 2010 Gerald Buetow	In Defense Of Modern Portfolio Theory As stock markets plunged worldwide and investment portfolios took it on the chin, revisionists sought to expound on what they deemed were the inherent flaws of the deeply entrenched MPT. In short, the theory became the scapegoat for the failure of diversification.
Financial Planning December 1, 2008 Stephen Savage	What Just Happened The magnitude of this market decline exceeds the frame of reference of nearly every advisor in business today, and most of their clients. What approach can advisors take with shell-shocked clients?
Financial Planning April 1, 2005	Mutual Fund Monitor A mutual fund investment strategy based on analysis and not on reactions to market swings helps investors maintain confidence in good times and bad and is critical to long-term investment success.
Registered Rep. December 1, 2011 Diana Britton	Is Tactical Investing Wall Street's Next Clown Act? There's a renewed interest in tactical asset allocation and new products that cater to that method.
Financial Planning September 1, 2009 Geoff Considine	Not Without Risk Any discussion of whether the theoretical constructs of asset allocation and diversification broke down must start with a reasonable estimate of what they were supposed to provide.
Real Estate Portfolio Nov/Dec 2004 Christopher M. Wright	Q&A with Roger Gibson Roger Gibson is a nationally recognized expert in asset allocation and portfolio design. In a recent interview he discusses among other things, diversification and where REITs fit into his clients' portfolios.
Financial Planning January 1, 2005 Donald Jay Korn	Another Ride Are advisers and their clients really ready to get on the technology fund roller coaster again?
Investment Advisor December 2008 James J. Green	The Failure of Asset Allocation Asset allocation can explain past market performance, but not predict which allocation will work in the future.
Financial Planning May 1, 2008 Mark Willoughby	Volatility Bites For those who had begun to underestimate the impact volatility can have on managing investment portfolios, the events of 2007 and early 2008 have been a sobering reminder.
Financial Planning November 1, 2009 Donald Jay Korn	Loaded for Bear A year after the worldwide nosedive, though, things look brighter for managed accounts.
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?
Financial Planning March 1, 2006 Solow & Kitces	Test Your Tactical IQ One of the most basic decisions a planner must make is whether to follow a passive or active approach to managing client portfolios. Take this quiz to see if you're ready to become a more active asset allocator.
Investment Advisor June 2009 Don Schreiber, Jr.	Danger & Opportunity: A Fool's Errand Banks, markets around the world have been rallying, but before celebrating, advisors should look carefully at the underpinnings of the market's rally.
Investment Advisor December 2009	Asset Allocation Behind the numbers with Sam Stovall.
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?
On Wall Street November 1, 2010 Gallant & Schneider	Navigating The Retirement Business The demand for retirement income support will continue to grow rapidly in the coming years as the aging of the baby boom generation is inevitable.
Investment Advisor September 2009 Neal Ringquist	Soapbox: Forget the Benchmarks If you'd rather talk to clients than pick investments, then it's time to start looking into goal-based investing.
Financial Advisor August 2010 James Picerno	Searching For Progress Financial innovation is under fire. Failing to beat the market is only one reason.
Investment Advisor October 2006 Black & Bakker	Life Support A reader survey suggests how asset managers can be true partners with investment advisors.
Investment Advisor August 2008 Melanie Waddell	Time for an Alternative The volatile market is sparking more use of alternative assets
Investment Advisor February 2009	A New Benchmark for Advisors With many advisors using an asset allocation strategy, the S&P 500 is no longer a great benchmark against which to set your pace. Take a look at these new benchmarks.
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 David Prokupek	Shelter From the Storm Today's market -- with rising interest rates, significant volatility, few sectors providing positive performance and solid global economic expansion -- bears striking resemblance to the 1970s. So, what are an advisors and investors to do?
On Wall Street May 1, 2011 Laurence P. Greenberg	Finding The Right Fit In A Tough Market How can you implement a tactical strategy to help smooth the ride for your clients, while making the move to the tax-efficient frontier? Three different advisors give their take on the benefits of using the power of tax deferral with a more active investing approach.
Investment Advisor November 2007 Elizabeth D. Festa	Institutional Approach for Individuals As a senior financial advisor, Leon James applies the quantitative analysis and strategic asset allocation used with his institutional clients to individuals who are retiring.
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 Planning April 1, 2008 Steve Savage	Backward Thinking Investors see more risk when risk is lower and less risk when it's higher. Why is this?
Financial Planning November 1, 2006 Elizabeth O'Brien	Fund Manager Profile Taking the Global View: Jeff Knight leads a standout fund at beleaguered mutual fund group Putnam.
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 October 1, 2006 Stephen Savage	When To Sell a Mutual Fund Applying common-sense guidelines is easy; making a real-world decision is often fraught with difficulties.
Financial Planning November 1, 2008 David J. Drucker	Shaken and Stirred During the October market collapse most advisors were inundated with calls from clients who used to weather a market drop with equanimity.
Financial Advisor August 2006 Giles Kavanagh	What Other Advisors Believe Here, a financial industry consultant offers critiques of effective (and not so effective) business beliefs regarding asset allocation and diversification made by financial advisors.
Financial Planning June 1, 2010 Donald B. Trone	Step Three: Formalize When upholding a fiduciary standard, ensuring your investment strategy is prudently planned and well-documented is vital.
Investment Advisor September 2009 Mike Patton	Tactical Versus Strategic In strategic asset allocation, long-term capital expectations are integrated with a client's goals and a target allocation is established. With tactical asset allocation, adjustments are made based on short-term expectations for an asset class.
Financial Planning May 1, 2010 Ken Solow	Strategy, Analyzed The reasons for a buy and hold, strategic asset allocation investment philosophy are flawed and planners should consider adding active portfolio management to their practices.
Financial Advisor June 2011 Timothy P. McGrath	Expect To Work Harder Advisors need to communicate with clients more and provide them with more active portfolio management.
Financial Planning November 1, 2008 Robert Hoyt	The New Normal Clients (as well as practitioners) are hoping to understand what their investment lives will look like when the economy settles down. How will we know when things are back to normal? And what will that normal be?
Investment Advisor April 2006 Maya Ivanova	Self Improvement In the recent supplement to the 2005 Rydex AdvisorBenchmarking Survey, many advisors recognize that simply maintaining the status quo is not enough. They're continuously examining their business plans and investment processes to look for improvements.
Investment Advisor November 2006	Asset Allocation The monthly recommendations from the IA asset allocation gurus: Behind the Numbers, with Lincoln Anderson... Economic and Financial Market Forecast... Recommended Allocations for a Balanced Portfolio... etc.
Financial Advisor December 2008 Evan Simonoff	Expect A Showdown When the dust from this protracted financial crisis settles sometime in 2009, the demand for independent, objective advice is likely to be stronger than ever.
Financial Advisor August 2009 Craig L. Israelsen	A Better Balanced 'Core' Balanced funds are based on outdated models and need to be better diversified.
Registered Rep. February 22, 2012 Diana Britton	Yield of Dreams: No More Clownin' Around - it's a Zero Sum Game I applaud advisors for wanting to be more tactical and try something different with their clients' portfolios outside of MPT, but more often than not, you won't be able to make a difference.
Financial Planning September 1, 2008 Stephen Savage	Anatomy of a Recovery Let's look at performance history to analyze how past market downturns have played out and, more specifically, the ultimate impacts of different levels of decline.
Financial Advisor January 2006 Sydney LeBlanc	Breaking The Mold The new SMA environment will allow advisors to demonstrate in a truly value-added fashion that they bring a great deal of expertise to the table from which clients can benefit.
Financial Advisor August 2009 Harold Evensky	Maybe MPT Isn't Dead? Before they decide to kill modern portfolio theory, advisors should consider the alternatives and their risks.
On Wall Street June 1, 2011 Carl Resnick	ETFs: The Ideal Asset Allocation Tool? True diversification has become the primary focus of smart advisors. To the benefit of these advisors and their clients, a wide range of well-built exchange-traded funds has emerged to represent just about every asset class available.
The Motley Fool June 4, 2009 Dan Caplinger	These Stocks Belong in Your Portfolio Enhance your returns by seeking out specialized investments.
Investment Advisor January 2008 Andrew Lucas	The Private Equity Solution Private equity can provide benefits for your clients and it can add a new dimension to your practice. Before you direct clients into a private equity fund, a pooled asset fund with other advisors or direct investment should be considered.