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Financial Advisor August 2010 Andrew Gluck	Gloom Remains Pervasive Muddling along is many advisors' most optimistic scenario.
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.
Financial Advisor February 2, 2009 Alan Lavine	Outlook 2009 Mutual fund managers are guardedly optimistic on equities, but find bonds even more appealing.
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 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 Advisor October 2006 Eric Rasmussen	Golden Eggs In A Market Acting Cracked A basketful of economic uncertainty leaves financial planners scrambling.
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.
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 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?
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?
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?
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 Advisor September 2008 Evan Simonoff	The Old Rules Don't Apply Anyone watching the stream of economic news surfacing this year has to wonder if there is a growing gap between perception and reality.
Financial Advisor April 2009 David J. Drucker	Dodging The Bullet Not everyone's clients were hurt by the 2008 market collapse. Talking to three advisors who dodged the bullet, we might learn some lessons to help us do a better job of protecting our clients the next time around.
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 September 1, 2007 Donald Jay Korn	Different Strokes This summer's volatile markets proved that allocating funds among uncorrelated assets really does work.
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.
Financial Planning November 1, 2009 Brian Gaffney	Attitude Adjustment Today, more than a year after the fall of Lehman Brothers, investors seem to be breathing a bit easier.
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.
Investment Advisor May 2007 Robert F. Keane	All Around the World Europe, Asia, and Africa are all ports of call when Robert Levitt, founder and chief investment officer of Levitt Capital Management, looks for investments, and clients.
Financial Advisor December 2007 Alan Lavine	Cautious Optimism Most equity managers are expecting a soft economy in 2008, but how sluggish it will be is subject to disagreement.
Financial Advisor December 2009 Evan Simonoff	Absolute Return Obsession With the correlation landscape changing, the interest in absolute return funds is growing.
Financial Advisor March 2011 Somnath Basu	Back To Basics Advisors don't need to rely on complicated models to help clients avert losses.
BusinessWeek September 3, 2007 James C. Cooper	Savvy Moves That Should Soothe The Markets The Fed's quick and innovative response may avert the need to cut rates.
Financial Advisor January 2005 Marla Brill	Investment Moves For 2005 Advisors proceed cautiously as interest rates rise and the dollar falls.
BusinessWeek December 20, 2007 Peter Coy	Where Things Are Headed in 2008 Many see dark days for investors. Let's hope for a rapid resolution of the housing and credit crunch.
FDIC FYI March 23, 2006	Scenarios for the Next U.S. Recession. A string of positive reports on the U.S. economy and banking industry has led some analysts to ask -- How long can these good times last?
Financial Advisor August 2010 James Picerno	Searching For Progress Financial innovation is under fire. Failing to beat the market is only one reason.
Financial Advisor December 2008	Frontline News News of interest to the financial advisory industry: Will there be a run on hedge funds?... "Inside Commodities" conference... Schwab is top RIA segment... Pension tension...
Financial Advisor March 2005 Jeff Schlegel	Time & Money As a financial advisor, do you understand all the assumptions you are making regarding retirement account withdrawal rates?
Financial Advisor April 2008 Eric L. Reiner	Hedging Your Bets Richard Lee Jr. presides over the 50-person Dallas advisory Lee Financial Corp. A private placement fund of hedge funds that Richard Lee Jr. uses for clients returned nearly 20% last year.
Financial Advisor July 2011 David J. Drucker	Dodging The Bullet--A Follow-Up Three advisors who protected clients from the 2008 market meltdown talk about what has happened in their clients' portfolios since then.
Financial Advisor September 2010 Paul R. Sanford	You Are Not Yale Yale's David F. Swensen held the unofficial title of investment genius for many years until his model nose-dived with everyone else's in the 2008 crash.
BusinessWeek March 12, 2007 Farzad & Henry	What The Market Is Telling Us Volatility is back. Ominous signs loom. But the outlook for U.S. markets is surprisingly upbeat.
Registered Rep. November 1, 2005 Lynn O'Shaughnessy	Ignoring the Bear And Other Mistakes Retirees Make Advisors can greatly increase their clients' odds of success by steering them away from some of the most common -- and damaging -- retirement mistakes. Here are some of the biggies to avoid: Counting on steady returns... Forgetting about taxes... etc.
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.
Investment Advisor April 2008	Upgrades The year-old Rydex Managed Futures Strategy Fund has attracted approximately $400 million in assets... Bear Stearns Asset Management launched the Bear Stearns Current Yield Fund... Sun Life Financial announced several new investment options...
Financial Planning August 1, 2008 William Harding	A Different Mix As investors suffer through this year's unstable market, the wounded are talking about alternative investments.
On Wall Street June 1, 2011	The Leaders Speak The most influential leaders in wealth management today expound on evolution, revolution, moving the debate past wirehouse versus independent, and more.
Financial Planning January 5, 2008 Suzanne McGee	Outlook 2008: The Year of Living Dangerously Oil shocks, credit crunches, political uncertainty -- welcome to 2008. Here's how advisors are seeking out opportunities in the chaos.
Financial Advisor September 2011 Andrew Gluck	Scenes From A Panic Economists deconstruct the market turmoil after U.S. credit is slashed.
Finance & Development March 2010 Khamis & Senhadji	Learning from the Past Countries of the Gulf Cooperation Council confronted the global financial crisis from a position of strength.
Financial Advisor November 2008 Evan Simonoff	The Landscape Is Shifting, Not Shaking Two 40%-plus bear markets in one decade, an event not witnessed since the 1970s, coupled with a bursting housing bubble that triggered a credit crisis, will change investor behavior in ways that are only starting to emerge.
Investment Advisor March 2009 Bob Clark	We Can Be Heroes One of the only bright spots we've seen has been those firms offering ETFs that short the markets, use leverage, or track commodities indexes.
Financial Advisor March 2010 Alan Lavine	Markowitz: MPT Holds Up Modern portfolio theory never claimed diversification would help during financial crises.
BusinessWeek May 28, 2007 James C. Cooper	Inflation Wild Cards Will Keep The Fed On Hold Demand, costs, and global forces raise new questions for prices.
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
The Motley Fool April 12, 2010 John Rosevear	A New Kind of Credit Crisis What happens to the recovery if interest rates go up?
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?
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.